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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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Preliminary Hazard Identification Checklist
This hydrocarbon fuels checklist helps verify safe storage, handling, transfer, and aircraft refueling operations in line with AFI 91-203. It covers ignition source control, static grounding and bonding, tank entry procedures, emergency showers and eyewash, fire protection placement, fuel movement shutdown steps, and hydrant system fueling precautions to reduce spill and fire risks.
by Trevor McMartin, from the CommunityDownloads: 30+Get - Template
Monthly HSE Audit - Terex Utilities
Use this monthly HSE audit template to review safety, environmental, and compliance performance across utility facilities. Capture facility details, audit dates, and preparer, then document findings with priority, repeat issue flags, excessive ratings, and whether issues were corrected during the audit. Standardize inspections, identify trends, and drive corrective actions for Terex Utilities operations or similar utility sites. Adapt sections to fit your policies and jurisdictional requirements.
by Justin Fischer, from the CommunityDownloads: 30+Get - Template
Checklist de auditoría HSEQ para mantenimiento
Esta lista de verificación HSEQ está diseñada para auditorías de mantenimiento en estaciones de servicio. Cubre revisión de dispensadores, mangueras, break aways, preset y puesta a tierra; señalización, extintores y columnas; marquesina, iluminación y paneles solares; perímetro, monolito y seguridad CCTV; servicios de agua y aire; respiraderos, tanques, llenaderos y bombas sumergibles; separador API, pozos y trampa de grasa; cuarto eléctrico, inversores y breakers; equipos complementarios como planta eléctrica, bomba de agua y compresor; áreas de car wash y ROC; gestión de consumibles, residuos y aceite usado; y tienda (Bonjour): higiene, temperaturas, manejo de alimentos y control de plagas. Ideal para garantizar cumplimiento, seguridad y operatividad.
by Alan Abreu, from the CommunityDownloads: 30+Get - Template
NIBE Heat Pump Annual Service Checklist
Use this NIBE service checklist to complete a thorough annual inspection of heat pump and hot water systems. Tasks include checking the casing, fan, air vents, and heat exchanger, inspecting for refrigerant leaks and damaged insulation, clearing drains, and examining water piping and pressure. Verify DHW tank condition, pump noise and vibration, and the operation of pressure relief valves. Review electrical isolators and cable terminations, immersion heater connections, PCB connectors, and thermal protectors. Confirm heating and hot water set points, controller time and day settings, external thermostat operation, and replace the air filter. Record any repairs required and comments.
by s b, from the CommunityDownloads: 30+Get - Template
Gull TNZ Higher Risk Work Activity Checklist
Use this higher risk work activity checklist to plan, assess, and control critical tasks. It covers work at height, confined spaces, hot work, excavation, heavy lifts, hazardous materials, high energy sources, and temporary safety device deactivation. The template prompts permit checks, risk assessments, PPE, isolation, gas testing, rescue planning, and emergency readiness to help teams complete hazardous work safely.
by Michael Jones, from the CommunityDownloads: 30+Get - Template
Solar Facility Safety Assessment
This Solar Facility Safety Assessment helps operations teams evaluate safety and compliance across solar farms and PV plants. The checklist covers housekeeping, vegetation control, signage and labeling, emergency action planning, visitor and contractor procedures, lockout tagout, arc flash and electrical safety, HazCom and SDS management, PPE requirements, first aid and AED readiness, fire protection, battery room controls and ventilation, training and competency, and site security. Use it to identify hazards, document corrective actions, and standardize inspections to reduce risk and improve safety performance.
by Charles Wilson, from the CommunityDownloads: 30+Get - Template
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
DCSA Inspection Checklist
This DCSA inspection template helps auditors assess safety and compliance at industrial plants such as power facilities. It guides observation of work areas, PPE use, tool condition, segregation of work zones, illumination, suitability of access equipment, controls for falling objects, personnel positioning, environmental controls, and hot works. It includes verbal questions on RPE use and clean-shaven policy, task understanding, safety documentation, supervisor instructions, key controls in the method statement, daily briefings, POWRA, and security or site access passes. The template concludes with findings capture and sign-off to document the audit.
by Stacy Fuller, 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
Ventia Confined Space Risk Assessment & Permit
Use this Ventia checklist to determine if a work area is a confined space, conduct atmospheric testing, and document risk controls. The template covers hazard identification, PPE and isolation requirements, continuous gas monitoring, entry logs, permit issue and acceptance, and close-out. It also includes an emergency rescue plan with roles, equipment, and communication procedures to help teams meet safety obligations on construction, utilities, and maintenance sites.
by Kurtis Carlyle, from the CommunityDownloads: 30+Get - Template
HSEQ Checklist for Fuel Storage Sites
Use this HSEQ checklist to assess fuel storage installations at commercial sites. Cover above- and underground tanks, bunds, BTF tanks, pumps and pipelines, environmental controls, electrical safety, and emergency response. Verify signage, emergency stops, spill kits, MSDS availability, permits and licenses, stock control, and maintenance. Identify leaks, corrosion, and housekeeping issues, and record corrective actions, responsibilities, and target dates.
by Johan le Roux, from the CommunityDownloads: 30+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
High Voltage Batteries Checklist (Aviva LPS V1.0)
Use this Aviva Loss Prevention Standards checklist to manage the risks of high voltage batteries across your site. It guides teams through governance and training, fire and DSEAR risk assessments, safe storage and segregation, OEM-based maintenance, and periodic inspections, including thermographic checks. Verify charging area design, water and contaminant protection, battery management systems, and ventilation interlocks. Confirm fire protection measures such as sprinklers, detection, and local extinguishing systems, and ensure appropriate portable extinguishers and staff training. Establish emergency response and evacuation procedures, isolation of charging and discharging circuits, and post-incident stabilization. Include compliant disposal processes and secure storage for damaged units, with records of inspections and corrective actions.
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
Facilities and Civil Construction Safety Report
A comprehensive safety inspection checklist for oil and gas facilities and civil construction activities. Assess signage, permits, PPE, H2S monitoring, electrical and equipment grounding, housekeeping, lockout tagout, and contractor practices. Verify compliance items such as SPCC, UIC, and FRP plans, eyewash and fire protection, confined space labels, transformers, and emergency readiness across sites.
by Fred Brunsell, 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
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.