Categories
Energy & Utilities
Discover easy-to-use Energy and Utilities templates and training courses for daily inspections, log and test, equipment maintenance, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Energy and Utilities industry with confidence.
TemplateOnsite Business Support Assessment Field Sheet
This assessment field sheet helps onsite teams evaluate water use and trade waste management. It covers water sources, usage areas, cooling towers, chillers, boilers, capture and reuse systems, and sub‑metering. Record initiatives, visible losses, installed saving technologies, future projects, barriers, and required support. The trade waste section documents agreements, major generation areas, any pre‑treatment, monitoring practices, and drivers such as compliance, cost, or pollution reduction. Log improvement activities, dry cleaning practices, and barriers. Includes space for notes, attachments, and signatures.
by BRE Business, from the CommunityDownloads: 20+Get- Template
Full Tree Photo Survey Checklist
Use this full tree photo survey template to create a complete photographic record of oil and gas wellhead trees prior to installation, shipment, or handover. Capture images of XT labels and tallies, nameplates and tag plates, valve tallies, exposed and debris seals, stab and spool seals, internal hydraulic poppets, PSM gauges, warning labels, shipping restraints, and earthing. Record title, date, preparer, location, and obtain a signature. This checklist supports QA, verification, and compliance by standardizing the visual evidence needed for audits and documentation.
by Mark Adair, from the CommunityDownloads: 20+Get - Template
Switchboard Clean and Inspection Report
This switchboard clean and inspection report template helps teams perform preventive maintenance in line with AS NZS 3000. It guides checks on electrical equipment condition, fuse ratings and connections, earthing continuity, neutral current, and insulation resistance. It includes tasks for cleaning interiors, verifying ventilation and door seals, reviewing labels and circuit schedules, and recording meter readings. It also covers surge diverters, switchgear operation, and requirements for boards supplying fire safety installations.
by Dougald Jillett, from the CommunityDownloads: 20+Get - Template
Solar and Wind Turbine Site Inspection Checklist
Use this quick inspection checklist to assess solar sites and wind turbine installations. Document site access, fences, and stay wires. Inspect battery boxes, voltages, and draws; review solar panels for issues; record charger and controller settings; verify wind turbine configuration; check security camera placement; assess lattice mast, fall arrest, anodes, and earthing. Capture photos and comments to support maintenance, safety, and compliance while improving reliability and uptime.
by Nashim Singh, from the CommunityDownloads: 20+Get - Template
TR 8025 - Installation of Whole Current Meters
This mentor onsite report supports the TR 8025 process for installing whole current electricity meters. It guides technicians through verifying work orders, assessing site hazards, obtaining access permits, de energizing, removing existing metering equipment, capturing meter reads, mounting and wiring the new meter, performing verification and electrical safety tests including polarity and neutral supply, validating the installation, and finalizing the work order. It also covers UTC handling, NEXUS process awareness, documentation, photos, and mentor and technician sign off.
by Stuart Bailey, from the CommunityDownloads: 20+Get - Template
Vernon Electric Substation Inspections
Use this comprehensive checklist to inspect distribution substations and critical electrical equipment. Verify exterior signage and fencing, assess transformer appearance, and record regulator voltages and positions for A, B, and C phases. Capture OCR breaker counter readings per circuit and confirm clear circuit identification. Check battery backup voltages and substation service transformer output, and perform thermal imaging on all key connection points, reporting any hot spots. Evaluate arrester condition and overall substation status, note deficiencies, and log required repairs or actions. Designed to support safe, consistent substation operations and maintenance.
by Mark See, from the CommunityDownloads: 20+Get - Template
Visite technique postes sources AIS DR PYL
Ce modèle en français guide la visite technique de postes sources AIS. Il couvre les vérifications clés des disjoncteurs HTB/SRB, transformateurs HTB/HTA, sectionneurs, TCFM et services auxiliaires. Les contrôles incluent ventilation, chauffage, étanchéité, fuites d’huile, niveaux d’huile, voyants et appareillages de mesure, batteries 127 V et 48 V (état, niveaux, tensions de floating, alarmes), systèmes de rétention et mises à la terre. Utilisez cette checklist pour standardiser vos inspections, documenter les relevés et garantir la sécurité et la conformité des installations.
by Rémy Tuyaret, from the CommunityDownloads: 20+Get - Template
CQU Hazardous Area Housekeeping Checklist
This CQU hazardous area housekeeping checklist supports safe operations in classified zones. It guides auditors through pre-inspection details, hazardous area classification, and visual checks, including spills, dust build-up, undocumented ignition sources, and adherence to area restrictions. It covers equipment and cabling integrity, RCD testing, and environmental protection, along with dossier verification for drawings, data sheets, and testing records. Use photos to document issues and tags, note actions, and email the completed report to the designated CQU address for follow-up.
by Chris Harris, from the CommunityDownloads: 20+Get - Template
Stallion Centrifuge Commissioning Report
Use this supervisor-led commissioning report to document Stallion centrifuge setup on drilling rigs. Capture paperwork checks such as JSA and risk assessments; verify safe hose routing, cable management, and grounding; inspect BICC connectors, drying shakers and screens, centrifuge stands, and wear liners. Record feed pump wiring and rotation, overall rig-up photos, and third-party equipment for liability mitigation.
by Robert Domingue, from the CommunityDownloads: 20+Get - Template
RADDS Office HSE Audit Checklist
This RADDS office audit template helps evaluate head office compliance with health, safety and environmental requirements for oil and gas additive operations. It covers leadership commitment, HSE objectives, manning and training, procedures and documentation, management of change, and accident or incident investigation. The checklist includes controls for risk assessment, work permits, confined space entry, gas testing and calibration, and maintaining MSDS for additive products. It also reviews communication practices, inductions, and follow up actions to ensure continuous improvement.
by Robert Mclean, from the CommunityDownloads: 20+Get - Template
Utilities Meter Audit Checklist
Use this utilities meter audit checklist to standardize and document meter inspections. Record meter numbers and readings, confirm CT and VT ratios, attach photos of the meter, capture GPS coordinates and site address, and log audit dates and preparer details. Ideal for utility teams and contractors needing consistent evidence for compliance and billing accuracy. This starter template helps ensure accurate data capture across sites and supports audit trails and quality control.
by Nama Khoi, from the CommunityDownloads: 20+Get - Template
Cased Hole Wireline Field Safety Audit Checklist
This field safety audit checklist supports cased hole wireline operations in oil and gas. It covers logging unit exterior and cab readiness, pre-trip documentation, safety equipment, and hoisting certifications. The tool lists recording cab requirements, MSDS and safety manuals, hoisting tools, and thread protection. Radiation controls include TLD badges, ALARA practices, exposure limits, warning signs, survey meters, and handling procedures. Explosives and perforating checks address meetings, signage, detonator tubes, stray voltage, radios, and magazines. Pressure control items include certificates, valves, gauges, pack-off components, wellhead integrity, grease supply, cleanliness, and thread protection. Crew PPE and documentation, pickup truck readiness, and crane inspections are also included, with space for auditor comments and signature.
by Rob Crewe, from the CommunityDownloads: 20+Get - Template
6-Monthly Mobile Generator Maintenance Schedule
Use this 6-monthly maintenance schedule to inspect and service mobile generator plants. The checklist covers alternator and engine checks (oil, filters, belts, coolant, leaks), battery condition and voltages, bunding and spill controls, solar input, and fire extinguisher status. Verify control panel operation with meter and lamp tests, perform RCD testing, and exercise the main generator breaker. Inspect canopy lights, locks, and solar mounting; confirm earthing continuity and general condition. Include protection and emergency stop tests, plus cable cabinet, trailer, and equipment box inspections where applicable. Record maintenance details, engine and kW hours, next service due, and work order numbers.
by David Hill, from the CommunityDownloads: 20+Get - Template
Drilling Rig Pre Spud Inspection Checklist
This pre spud drilling rig inspection checklist helps rig managers and HSE teams confirm readiness before spud. It covers dog house and rig floor conditions, derrick and substructure, pipe handling equipment, pumps and mud pits, generators and HPU house, fuel and water tanks, bunk houses, and general housekeeping. Use it to check lighting, guarding, grounding, fall protection, fire extinguishers, eyewash, signage, spill containment, and communications, with space for comments and sign off.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
E Meter Installation Checklist
Use this E meter installation working in progress checklist to verify safe, compliant electrical meter work. It covers risk assessment, selection of PPE and arc flash protection, polarity tests at sockets and termination points, voltage measurement and recording on the service order, correct labeling of meter tails per the asset diagram, visual checks before re energisation, confirmation of cut out fuse size and condition, sealing points, and customer handover. Includes fields for MOCOPA credentials and required signatures.
by Mike Ross, from the CommunityDownloads: 20+Get - Template
Payzone Completion Pre Drill Out Checklist
This pre drill out inspection checklist supports oil and gas wellsite completions. It covers checks for flowlines, unions, valves and valve positions, whip checks, hose routing, manifolds and clamps, choke indicators, transducers, pressure gauges, and tank level monitors. It also includes readiness checks for hydraulic fluid, diesel and power units, ground rods, wind socks, and the availability of essential spares such as choke trim, seal rings, positive chokes, hoses, cables, and gauges. Use it to document findings, confirm equipment readiness, and help improve safety and compliance before operations begin.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
BAR TH 164 - Releve Terrain Audit Energetique
Modele detaille en francais pour la previsite d'un audit energetique residentiel. Il couvre les informations client et site, surfaces habitables par niveau, orientation et annee de construction, systemes de chauffage et d'eau chaude sanitaire, presence de bois, sous-sol et garage, mesures et photos requises. La section toiture et combles inclut acces, surfaces, isolation et ventilation. Les facades nord, sud, est et ouest regroupent compositions, epaisseurs, types d'isolation et ouvertures avec materiaux et volets. Sont prevus des croquis et la signature du beneficiaire confirmant la visite technique par AS CONSULTING.
by Simon levy, from the CommunityDownloads: 20+Get - Template
Monthly Environmental Visual Inspection
Perform a comprehensive monthly environmental visual inspection for facilities with fuel storage. This checklist covers administrative compliance, Class A B and C operator designations, training records, permits, and emergency response planning. Verify spill kits, dispenser condition, ATG status, and required safety signage. Inspect UST and AST components including sumps, spill buckets, piping, containment, vents, gauges, and alarms to detect leaks. Confirm waste labeling and retention of shipping records to maintain regulatory compliance and site safety.
by Jon Ellsworth, from the CommunityDownloads: 20+Get - Template
Heat Pump Maintenance Schedule Checklist
Use this practical heat pump maintenance schedule to document customer and unit details, confirm correct cooling and heating operation, and perform essential upkeep. Steps include checking indoor and outdoor fan operation, removing and cleaning indoor filters, cleaning the outdoor unit cabinet, and inspecting the outdoor unit for corrosion or rust. Capture service comments, repairs required, and technician acknowledgment with name and date to maintain reliable HVAC performance.
by Andy Carter, from the CommunityDownloads: 20+Get - Template
Checklist Semanal de Geradores Diesel
Checklist semanal para inspecao e operacao de geradores diesel. Inclui cadastro do equipamento (motor, alternador, USCA), registros fotograficos, medicoes de tensao e corrente da bateria, niveis de diesel e oleo, temperatura do motor e horimetro. Abrange verificacoes de lubrificacao, combustivel, arrefecimento, ventilacao, instrumentos e USCA, alem de teste em carga e observacao de ruidos. Aplicavel a multiplos geradores e rotinas de manutencao preventiva.
by Sesc Vila Mariana, from the CommunityDownloads: 20+Get - Template
F40 Solar PV Site Survey Tool
This Solar PV Site Survey Tool helps installers capture all critical details before a photovoltaic installation. Record roof type, construction, pitch, orientation, dimensions, and shading; attach photos, sketches, and a Google Earth plan. Plan access, scaffolding, and storage; specify module layout; document inverter locations, AC and DC cable routes, breaker ratings, metering, and earthing needs. Include distances, containment, and weatherproofing requirements. Finish with surveyor details, technical checks, and remote monitoring setup to ensure a smooth, compliant install.
by Faathina abdul hakeem, from the CommunityDownloads: 20+Get - Template
FMC Radiation Team Flow Meter Checklist Live
Use this checklist to support radiation team procedures for live multiphase flow metering (MPFM). Record audit details, personnel, and checks, including mobile view verification and license quantity compliance for radioactive sources. Designed for SafetyCulture, this template helps standardize inspections, document findings, and promote safe, compliant MPFM operations. Adapt to your site, regulations, and company policies before use.
by John Johnston, from the CommunityDownloads: 20+Get - Template
HIU Service Check Sheet
Use this structured HIU service check sheet to commission and verify Heat Interface Units in apartments and mixed-use buildings. Capture serial numbers, valve status, expansion vessel charge, thermostat settings, heat meter readings, primary and secondary flow and return temperatures, flow rates, pump model and speed, and zone valve operation. Record tap water temperatures including TMV limits, system pressures, and visual leak checks. This checklist helps engineers document equipment performance, ensure safe operation, and meet compliance and warranty requirements.
by Senior Management LBS, from the CommunityDownloads: 20+Get - Template
Solar and Wind Turbine Site Inspection Checklist
Comprehensive inspection guide for solar and wind turbine sites covering battery systems, equipment, cameras, weather stations, and safety protocols. Essential for site maintenance.
by Nashim Singh, from the CommunityDownloads: 20+Get