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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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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
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 - Template
VECTREN Confined Space Operations Audit
This VECTREN Confined Space Operations Audit template helps safety teams verify all critical requirements before entry. Review training for attendants, entrants, and supervisors; confirm atmospheric testing and equipment calibration; and record machine details. Check PPE selection and usage, permit authorization and cancellation, and NPCS/PRCS determinations. Ensure pre-entry briefings, communication methods, retrieval systems, and post-entry evaluations are completed. Designed for utilities and field operations to standardize audits and improve compliance with confined space procedures.
by Roy Adams, from the CommunityDownloads: 20+Get - Template
Flow Back Tank or Pit Inspection Checklist
This oil and gas completions checklist helps crews inspect flow back tanks or pits for safe operation and compliance. Record job details and asset numbers, then verify key items including valves and plugs, flange bolts, hatch seals and bolts, ladders and handrails, and proper operation of all valves. Confirm piping certification and document certification dates. Check grounding rods and cables, wind sock placement, and overall equipment condition. Designed for field use by Payzone personnel, this template streamlines inspections, supports safety and environmental controls, and standardizes documentation across flowback operations.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
ATEX Inspection Checklist for Hazardous Areas
This ATEX inspection checklist helps teams evaluate electrical and mechanical apparatus in hazardous areas and ensure compliance with ATEX requirements. It covers area classification for zones 0, 1, 2, 20, 21, and 22, verification of documentation and labeling, equipment protection and temperature class, IP rating, integrity of earthing and bonding, cable condition and sealing, breathing and draining devices, and suitability of apparatus for the classified zone. The checklist also guides physical checks, isolation and shutdown where required, recording of certificate numbers, photo evidence, and sign off of completed inspections and repairs. Suitable for energy, oil and gas, chemical, biogas, and wastewater facilities.
by Nicholas Bray, from the CommunityDownloads: 20+Get - Template
UPS Preventive Maintenance: Semi-Annual Checklist
Use this semi-annual UPS preventive maintenance checklist to keep uninterruptible power supply systems reliable and safe. The checklist covers safety preparation and lockout/tagout, visual inspections for heat and damage, cleaning and filter replacement, battery connection checks and impedance testing, relay and meter calibration, circuit breaker testing, lamp replacement, operational transfer testing by simulating power failure, and documentation of voltages, charge rates, and load parameters. Suitable for facilities, data centers, and utilities seeking consistent records and timely battery evaluation.
by Botha CG, from the CommunityDownloads: 20+Get - Template
Informe de Oleoducto: Registro de Recorridos
Esta plantilla de Informe de Oleoducto permite documentar recorridos de patrullaje por tramos, registrando horario inicial, preparador, datos del móvil, kms inicial y ubicación. Incluye tres etapas de recorrido con progresivas, horarios y observaciones entre puntos como Unidad LACT, Cerro Dragón, Valle Hermoso y Anticlinal Grande. Al cierre, registra suspensión de recorrido, kms finales, total de kms, e incorpora certificación, identificación y firma del conductor para un control completo de operaciones de oleoducto.
by Emanuel Sivila, from the CommunityDownloads: 20+Get - Template
Heating Controls Installation Sign-Off Checklist
This practical checklist helps installers and auditors sign off heating controls installations aligned with GHG requirements. Capture key job details including customer information, measures installed, and the number of TRVs fitted. Document before and after photos of smart thermostats and radiators, confirm PPE compliance, and provide evidence for quality assurance. Use it to standardize residential heating control upgrades, streamline handover, and maintain clear records for compliance and warranty support.
by Tom Eaglen, from the CommunityDownloads: 20+Get - Template
Seqwater MOMMS Inspection Billing Information
Use this template to capture billing details for Seqwater MOMMS inspections, including date and time, scheme number, inspector, location and GIS ID, work order and valve numbers, access status, completion time, and return visit. Record traffic permits, traffic control resources and hours, out-of-hours work, bolt replacement quantities, dewatering requirements, and confined space entry staffing. Includes an attestation for accuracy to support invoicing and audit.
by Troy Dawson, from the CommunityDownloads: 20+Get - Template
OHS Service Rig Inspection Checklist
Use this OHS service rig inspection checklist to evaluate safety and compliance across service rig operations in oil and gas. Sections cover general rig conditions, inspections and certifications including CAODC requirements, doghouse safety, company vehicles, wires and cables, catwalk and work platforms, derrick integrity and fall protection, tools and equipment, well control with BOPs and valves, safety equipment and training, pumping equipment, and safety policies. Record discrepancies, corrective actions, and signatures to maintain a safe, compliant worksite.
by Shirley Galloway, from the CommunityDownloads: 20+Get - Template
AGL WTG Kiosk Transformer Inspection Checklist
This AGL WTG kiosk transformer inspection checklist supports wind farm operations by guiding thorough checks of kiosk surrounds, LV 690V and HV compartments, and internal transformer components. Inspect labeling, doors, seals, panel interlocks, and cable routing; verify earthing, SF6 gas levels, and absence of water ingress. Check for oil leaks on HV and LV sides, condition of bushings, and operation of gas detection relays. Capture observations, photos, and corrective actions to maintain safety and reliability across sites like The Bluff and Oaklands Hill Wind Farms.
by Brendan Ryan, from the CommunityDownloads: 20+Get - Template
WIP Audit Sheet
This WIP Audit Sheet helps engineers and auditors assess gas boiler repair and service visits from start to finish. It covers site risk assessments, PPE checks, and safe working practices, along with electrical testing, safe isolation, and preliminary tests. Boiler-specific checks include flue construction and flow, spillage tests, ventilation, operating pressure, heat input, inlet pressure, and flue gas analysis. Record tightness tests, disturbed joints, condensate and pressure relief pipework, and control verification. Capture job completion details, customer documentation, safety notices, and both engineer and auditor signatures to ensure compliant, high-quality work.
by Andrew Hague, from the CommunityDownloads: 20+Get - Template
Drainage Maintenance and Cleansing Audit
This drainage maintenance and cleansing audit helps municipal and utility crews or contractors verify safe, compliant field operations. It covers traffic management setup, correct PPE usage, JSA availability and sign-off, alignment to job or works orders, satisfactory start and completion of works, site cleanup and reinstatement, and photo documentation. Fields include crew names, contractor selection, vehicle identification, and auditor details.
by Sam Hoskins, 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.