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Energy & Utilities
Access energy and utilities templates and training courses built for field service work, electrical safety checks, and site inspections. Help your teams stay compliant, keep assets reliable, and manage critical work across generation, transmission, and facility environments.
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Wireline Master Audit
This document serves as a comprehensive inspection checklist for well site operations, focusing on critical safety and operational aspects in oil and gas facilities. It covers multiple operational areas including personnel safety requirements, equipment certification, explosive handling procedures, pressure control measures, and regulatory compliance. The checklist is divided into key sections addressing both Northern and Southern operations, PPE requirements, pressure control equipment verification, explosive handling safety, lifting gear certification, and vehicle compliance. It ensures all safety protocols are followed, equipment is properly certified, and operations meet industry standards. The document includes specific requirements for documentation, safety procedures, and equipment verification, making it an essential tool for maintaining safe and compliant well site operations.
by Robert Ramirez, from the CommunityDownloads: 30+Get - Template
Informe de actividades diarias
Esta plantilla en español permite documentar el informe de actividades diarias para servicios de vigilancia y seguridad privada en campos de ECOPETROL. Incluye secciones para datos del reportante, fecha y hora, número de contacto, ubicación y campo; registro de equipos en el área, empresas aliadas en operación, evaluación y mapas de riesgos, y reporte de novedades ocurridas durante el turno. Ayuda a estandarizar la recolección de información crítica para el análisis de seguridad, la coordinación operativa y el seguimiento de incidentes en entornos petroleros.
by Everaldo Zúñiga López, from the CommunityDownloads: 30+Get - Template
Auditoría de Seguridad para Técnicos Eléctricos
Esta plantilla de Auditoría de Seguridad está diseñada para servicios de campo eléctricos y de utilidades. Cubre información general del sitio, verificación del vehículo, EPI generales y eléctricos, planificación de emergencias, documentación y formación, e inspección de herramientas. Incluye controles para trabajos en altura, procedimientos LOTO, operaciones desenergizadas y energizadas (>1000V), uso de SF6, y gestión de sustancias peligrosas. También evalúa la gestión de la seguridad y la comunicación (near miss, reuniones, canales) y concluye con hallazgos y buenas prácticas. Ideal para estandarizar inspecciones y reducir riesgos operativos.
by Cristian Garcia Valiente, from the CommunityDownloads: 30+Get - Template
PV Solar Panel Systems on Buildings Checklist
This checklist guides safe planning, installation, and upkeep of photovoltaic solar panel systems on buildings. It covers risk assessment, structural and roof suitability, accredited installers, compliance with national electrical standards, lightning protection and earthing, arc-fault and residual current monitoring, and safety interlocks. It details cable routing to prevent fire spread, UV protection, signage, inverter location and fire-rated compartments, and clear isolation points for DC and AC. Ongoing inspection, cleaning, IR thermography, automatic detection and suppression, alarm signaling, emergency response, and business continuity are also addressed.
by SafetyCultureDownloads: 20+Get - Template
Inspections ATEX
Cette checklist d’inspection ATEX aide à évaluer la conformité des équipements en zones 0, 1, 2, 20, 21 et 22. Contrôlez le marquage Ex, les certificats, l’indice IP, le groupe et la classe de température, l’étiquetage, la mise à la terre, l’état des câbles et entrées de câbles, l’étanchéité des conduits, ainsi que les conditions environnementales. Vérifiez l’intégrité des boîtiers, joints, brides, protections et réglages électriques, y compris les installations à tension/fréquence variable. Documentez les anomalies, les mesures d’isolement, les réparations et la clôture avec signatures pour garantir une conformité durable.
by SafetyCultureDownloads: 20+Get - Template
Plantilla de mantenimiento de aerogeneradores Parte A
La Plantilla de mantenimiento de aerogeneradores Parte A facilita el mantenimiento preventivo anual de turbinas eólicas GE 1.5. Incluye listas de verificación detalladas para inspección de cimientos, torre por secciones, gabinetes eléctricos, transformador, sistemas de seguridad y detención de caídas, escaleras y polipasto según ASME B30.16-2012. Cubre torque de pernos, lubricación, revisión de engranajes y rodamientos, chequeos de góndola, anemómetro y veleta, así como limpieza y cierre del trabajo. Ayuda a documentar hallazgos con fotos, registrar medidas y programar reparaciones para mantener la confiabilidad y seguridad de los aerogeneradores.
by SafetyCultureDownloads: 20+Get - Template
Solar PV Installation Site Survey
This Solar PV installation site survey template helps installers assess roofs and property conditions before quoting or installing. Record roof type, construction, pitch, dimensions, orientation, shading, and photos. Estimate AC and solar cabling, define inverter location and fixing, note main AC connection details and breaker changes, and log dedicated plugs and property age. Capture system size options, battery bank discussion, sketches, additional notes, and signatures to standardize assessments and support safe, compliant solar installs.
by Burt Groenewald, from the CommunityDownloads: 20+Get - Template
Emergency Equipment Checklist
This emergency equipment checklist helps teams verify the readiness and condition of critical response gear across worksites. Items include fire truck equipment, BA cylinders and masks, firefighting suits, emergency eyewash and shower stations, and first aid kits. Prompts cover stowage, functionality, water levels, expiry dates (e.g., AFFF), hose and mask integrity, suit condition, eyewash and deluge flow, drainage, and kit contents. It encourages logging defects, cleaning and maintenance, updating the maintenance calendar, and adding photos or improvement suggestions to support compliance and rapid response.
by Operations Safety, from the CommunityDownloads: 20+Get - Template
Sewer Pump Stations Workplace Review Checklist
Use this workplace review checklist to assess sewer pump stations for safety and compliance. It covers site perimeters, lighting, controlled access, vandalism, signage and emergency contacts, storage and segregation of hazardous substances, MSDS records, covered pits, vehicle access for maintenance, and safety showers and eye wash. Ideal for water utilities and council teams conducting routine inspections.
by Surane Gunasekera, from the CommunityDownloads: 20+Get - Template
Bank Stability Hazard Inspection Checklist
This checklist supports inspections of bank stability hazards for water supply infrastructure such as dams and weirs. It guides teams to identify erosion, undercut and slumps, assess associated safety risks to assets and the community, and document locations and evidence with photos. Instructions cover responsibilities, use of a risk assessment calculator, and steps to rectify hazards or escalate to a Rectification Action Plan when immediate fixes are not possible. Typical sites include Lenthalls Dam, Burrum Weirs, and Teddington Weir. The form also captures roles, dates, actions taken, and verification to ensure hazards are controlled and closed out.
by Joshua Moore, from the CommunityDownloads: 20+Get - Template
Wastewater Maintenance Log Checklist
This wastewater maintenance log checklist helps operators document routine plant inspections and water quality testing. Track the status of nitrification tower transfer pumps and diffusers, chlorine contact chamber cleaning, blower operation, and effluent pumps. Record ammonia levels, aeration basin pH, effluent pH, dissolved oxygen, chlorine residual, and flow. Add notes, photos, and corrective actions, assign tasks with priorities and due dates, and finish with a digital signature. Export reports in PDF, Word, Excel, or web link for easy sharing and record keeping.
by Wm Jay Mather, from the CommunityDownloads: 20+Get - Template
PPS Task Competency Assessment
Use this PPS Task Competency checklist to verify that workers are qualified and prepared for electrical network tasks. Confirm site details, assess task type (cable installation, earthing, pillar box, transformer work, line work, switching), and check PPE compliance. Validate supervision, licenses and network accreditation, HV/LV status, de-energised or live work methods, and presence of a safety observer. Include checks for BeforeUdig service awareness, LPG torch handling, Hiab and forklift training, glove inspections, and emergency retrieval equipment. Support safer operations and consistent competency sign off.
by Andrew Papuni, from the CommunityDownloads: 20+Get - Template
Water Truck Pre-Shift Inspection Checklist
This oilfield-focused water truck pre-shift inspection checklist helps crews verify regulatory and safety readiness before operating. Review driver credentials and journey management, then inspect critical systems: brakes and air lines, steering, frame, clutch, tires and wheels, airbags and brake cans, tank baffles, fluid and water leaks, sprayers and controls, and PTO or pony motor. Confirm required fittings and hoses are present, overall condition and cleanliness are acceptable, and submit repair requests with photos if issues are found. Includes employee information fields.
by Brent Walker, from the CommunityDownloads: 20+Get - Template
NGER Waste and Water Data Collection Form
Use this NGER data collection form to capture energy, waste, and water information required for greenhouse and energy reporting. Record grid and renewable electricity, transport and stationary fuels, SF6 for high voltage equipment, water use, recycling and discharge, and landfill, recycling, composting, hazardous and liquid waste. Standardize inputs with units, data sources, and costs, then export for audits and compliance.
by Nathan Grima, from the CommunityDownloads: 20+Get - Template
EHS Location Visit Checklist (Section 0.23)
Standardized EHS location visit checklist for operational managers and EHS representatives. Covers previous findings, visitation information, housekeeping with photos, specialty or critical tasks, work area safety–driven assessment, site/management/employee action items, onsite conversations or concerns, and review signatures. Supports documenting observations, corrective actions, and preventive plans for closure.
by Jerad Moneaux, from the CommunityDownloads: 20+Get - Template
CenterPoint Energy Contractor Safety Observation
This contractor safety observation checklist is designed for utility operations to capture behavior observations and verify compliance with key safety practices. Inspectors can record observer details, date, job location, and select the contractor from a predefined list. The checklist prompts checks for JSA completion, Safe Work Practices (SWP), and Personal Protective Equipment (PPE), along with space to note comments and corrective actions. Use it to standardize contractor oversight and improve safety performance on CenterPoint Energy projects.
by Steve Montgomery, from the CommunityDownloads: 20+Get - Template
TCM Site Inspection Checklist
This WAMITAB TCM Site Inspection checklist helps technically competent managers assess compliance and site conditions at waste management facilities. Sections cover weather and yard condition, pedestrian routes, drainage, boundary noise and odour, litter control, storage of liquids, spill response, pest management, PPE use, site security, fire routes and equipment, first aid resources, welfare facilities, recent incidents, photographs, and notes. Use it to document inspections and maintain regulatory standards.
by Andrew Reade, from the CommunityDownloads: 20+Get - Template
Energy Efficiency Feasibility Basic Survey
Use this basic energy efficiency survey to assess residential properties. Capture client and site details, current SAP rating, age banding, fuel type, and heating systems. Identify damp, mould, condensation, and cold issues. Record construction details including wall thickness, cavity width, and insulation status, and note any required extraction. Evaluate feasibility for insulation upgrades and the suitability of solar PV panels. Summarize building fabric issues and recommendations, then sign off the survey. Ideal for housing associations, councils, and energy assessors.
by Lawrence Wells, from the CommunityDownloads: 20+Get - Template
Onsite 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
Battery Commissioning Checklist
Use this battery commissioning checklist to guide pre-install checks and verification of DC and AC systems. Confirm compliance with BS7671, cybersecurity, and relevant standards. Inspect battery voltage suitability, component selection, earthing and equipotential bonding, insulation resistance and residual current monitoring, SPD selection, cable sizing and protection, labeling, and RCDs on the AC side. Test continuity to main earthing, verify functional earth connections and interrupters, and capture evidence such as manufacturer/model, install date, fuse board, full system photos, and engineer sign-off.
by Kathryn Smith, from the CommunityDownloads: 20+Get - Template
Landfill Site Safety Audit Checklist
Use this BPS Site Safety Audit checklist to assess landfill sites for compliance and risk. Verify access controls, warning signage, unit door locks, fire and gas detection test dates, first aid supplies and posted emergency numbers, housekeeping and spill control, PPE usage, tool and equipment condition, electrical safety, monthly operational logs, operator training and certification, vehicle and mobile plant status, and safe access to elevated areas.
by LAURA LAZAR, 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
Ready-to-use safety and quality resources for energy and utilities teams
Keep energy and utilities teams moving with faster access to safety and quality resources that work in the real world. SafetyCulture’s Content Library is a practical online hub offering energy and utilities templates and training courses, giving leaders easy access to proven tools their teams can use on-site. It helps standardize work without starting from scratch.
Why digital resources matter
Using shared digital content supports energy and utilities digital transformation by keeping standards consistent across every site. With energy and utilities field service management in mind, these resources cut paperwork and reduce delays, so teams can spend more time identifying risks and less time chasing updates. Everyone works from the same current version, supporting reliable solutions and clearer accountability.
Here’s how teams use the Content Library to get results faster:
Identify electrical risks early with an inspection report to reduce hazards before they escalate.
Maintain safe operations using a maintenance checklist to cut outages and protect long-term asset reliability.
Ensure site readiness with a survey checklist that reduces rework and supports safer solar installations.
At its core, the Content Library exists to help energy and utilities teams work faster, stay aligned, and maintain strong safety and quality standards at scale.