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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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Checklist de APR (Análise Preliminar de Risco)
Este modelo de APR (Análise Preliminar de Risco) para fins educativos auxilia equipes a identificar perigos e definir controles antes da execução do trabalho. Inclui riscos elétricos (tensão indevida, curto-circuito), recomendações de EPI (luvas de borracha, uniforme antichama, óculos), sinalização de área com cones e fitas, controle de exposição a agentes químicos com detector de gases, iluminação adequada, prevenção de quedas de objetos e de escada, proteção contra animais e raios solares (perneira, bloqueador solar) e orientações de hidratação. Útil para treinamentos e conscientização em campo.
by Igor Cavalheiro Nobre, from the CommunityDownloads: 20+Get - Template
SE Switching Plan
This SE Switching Plan template supports safe electrical shutdowns and switching operations in accordance with CSA Z462 practices. It guides technicians and customers through assessing equipment condition, reviewing drawings and single line diagrams, defining roles and persons in charge, and agreeing on a clear, written switching sequence before work begins. The plan recognizes that switching may carry risk due to prior conditions outside the technician’s control and emphasizes collaboration with the customer to verify system status and determine proper procedures. If a process is deemed unsafe, technicians may stop the work. Use this template to document steps, responsibilities, and safeguards to minimize downtime and reduce the risk of injury or equipment damage.
by Craig Behnken, from the CommunityDownloads: 20+Get - Template
EV Commissioning Checklist and Electrical Tests
Use this EV commissioning checklist to verify electric vehicle charger installations meet BS 7671 requirements. Assess charger location, impact protection, control heights, ventilation, and trip hazards. Confirm labeling of EV outlets and precautions against inadvertent energizing. Record supply capacity, phases, metering, cut-out rating, and earthing type. Complete dead and live tests, capture installation photos, demonstrate operation to the customer, and sign off with commissioning date.
by Kathryn Smith, from the CommunityDownloads: 20+Get - Template
Checklist per Audit ISO 50001:2018
Questa checklist di audit ISO 50001:2018 supporta la valutazione della conformità del Sistema di Gestione dell’Energia (SGE). Include sezioni su contesto dell’organizzazione, leadership, pianificazione con SEU, EnPI e baseline energetica, supporto e competenze, comunicazione, controllo operativo, approvvigionamenti, progettazione, monitoraggio delle performance, audit interni, riesame della direzione e miglioramento continuo. Ideale per auditor e responsabili energia che vogliono strutturare verifiche, raccogliere evidenze e guidare azioni correttive per migliorare l’efficienza energetica.
by Marco Bergonzi, from the CommunityDownloads: 20+Get - Template
Tank Battery Facilities Audit Checklist
This checklist helps assess tank battery facilities at oil and gas well sites. Review signage, permits and documentation, fencing and guards, electrical and grounding, secondary containment, and housekeeping. Verify H2S monitoring, breathing equipment, PPE, fire extinguishers, fall protection, and lockout tagout. Use it during JSAs and crew inspections to improve compliance and safety performance.
by Bob Wiesman, from the CommunityDownloads: 20+Get - Template
Risikovurdering før arbeid på lavspenningsanlegg
Denne malen hjelper deg å gjennomføre og dokumentere en risikovurdering før arbeid på lavspenningsanlegg. Sjekklisten dekker krav i TEK og NEK 400, planlegging av jordingsanlegg og valg av overspenningsbeskyttelse. Den tar for seg forhold som skjult varme, våtrom og badstue, høy overflatetemperatur på lys- og varmeanlegg, samt installasjoner utendørs i jord eller luft. Den inkluderer også kontrollpunkter for inngrep i eksisterende anlegg, koordinering med andre fag og vurdering av kompetanse hos utførende personell.
by Per Einar Olsen, from the CommunityDownloads: 20+Get - Template
LEG Completions Frac Audit Checklist 2022
This LEG Completions frac audit checklist supports safe and compliant hydraulic fracturing operations. It covers site access and signage, frac tanks, hydration unit, blender, silos and sand handling, missile and pump trucks, high pressure hoses to the wellhead, wellhead and BOP verification, wireline and lubricator controls, crane certification and setup, accumulator placement, lighting and generators, eyewash readiness, personnel training and PPE, chemical labeling and SDS, fuel truck safety, and daily inspections for forklifts and manlifts. Use it to identify hazards, verify equipment condition, and document corrective actions.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
Checklist para líderes de turno en estaciones de servicio
Esta checklist apoya a líderes de turno en estaciones de servicio para asegurar operaciones seguras y eficientes. Cubre juntas de inicio, revisión de terminales POS y equipo de trabajo, funcionamiento de bombas y mangueras, limpieza de islas, tiempos de comida y depósitos. Incluye abastecimiento de estantes de aceites, disponibilidad de material de limpieza, reporte de estado de CSM, recepción y descarga de pipas con evidencia del protocolo, y atención de autorizaciones de clientes. Útil para estandarizar procesos y mantener continuidad operativa.
by Paulina Banda, from the CommunityDownloads: 20+Get - Template
Power Generator Weekly Inspection Checklist
This weekly power generator inspection checklist helps teams maintain reliability and safety. It guides users to verify room and enclosure condition, remove combustibles, check coolant temperature, assess fuel levels, and confirm battery voltage and lead integrity. The checklist also covers operation of space and block heaters, alarm status, automatic mode, and capturing all LCD screen information. Use it to record findings, add action items or comments, and schedule corrective maintenance to reduce risk of failure and unplanned downtime.
by Carl Bylsma, from the CommunityDownloads: 20+Get - Template
Vacuum Testing of Sewer Pipelines
This checklist supports vacuum testing of sewer pipelines in line with WSA06-2008-1.2, Clause 41.4.4. Capture project details, materials (uPVC, GRP, DI, MSCL, RC, PE), pipeline diameters and lengths, and test parameters including initial vacuum pressure of -80 kPa, 3-minute settle time, 3-hour hold time, and allowable 3 kPa loss. Follow steps for site setup, barricading, traffic control, and confined space procedures. Verify equipment, stabilize vacuum, hold and record results, add photos and remarks, and document approvals to demonstrate compliance.
by Cam Reid, from the CommunityDownloads: 20+Get - Template
BP Customer Solution Audit
This BP customer solution audit template helps evaluate hydrocarbon storage and dispensing needs across industrial environments. It guides users through business details, site access, and storage approvals, then assesses products stored, equipment filled, power sources, and tank size selection based on usage and delivery frequency. The checklist covers fuel management systems, automatic tank gauging, tanker unloading, filtration, and required emergency response equipment. It concludes with a summary of the recommended solution, logistics, and deployment considerations.
by David Richings, from the CommunityDownloads: 20+Get - Template
EV Charger Site Assessment Checklist
Use this comprehensive checklist to plan residential and commercial EV charger installations. Assess site supply type, transformer and MSB ratings, main switch, busbar chassis, spare capacity, metering and retailer details, and peak demand data. Document SLDs, phase amps, and required isolation. Plan cable runs, trays, and civil works such as trenching, coring, scanning, barricades, and traffic management. Evaluate charger location, bay dimensions, bollards, signage, concrete pads, and access for contractors. Capture networking needs (CAT6/fibre, data cabinet access, 4G) and futureproofing, then provide recommendations and next steps.
by JET Charge, from the CommunityDownloads: 20+Get - Template
KEL 004: Solar PV Project Completion Document
The KEL 004 Solar PV Project Completion Document guides teams through final installation sign-off. Capture roof layout photos, panels and clamps, sensor and weather station serials, cable trays and MC4 connections, inverter locations and serial numbers, monitoring and data logger details, PV generation meter readings, utility meter serials and import/export values, and router/SIM information. Record site access notes and client contact details to support commissioning and handover.
by Barry Sherry, from the CommunityDownloads: 20+Get - Template
Woodlands Electrical Test Record
Use this electrical test record to document consumer mains, submains, and final circuit checks. Capture supply details, MSB name and location, cable sizes, circuit protection types and ratings, and whether circuits are underground or overhead. Record insulation resistance, fault loop impedance, continuity, polarity, and RCD test results for each circuit. Include visual inspections, phase colors, and neutral details. Add technician name, license number, and a declaration of compliance with electrical safety regulations and AS3000:2018.
by DAYLE LOWRIE, from the CommunityDownloads: 20+Get - Template
Recloser Maintenance Checklist
Use this recloser maintenance template to document install date, employee name, pole ID, serial and manufacturing details, counter readings, phase configuration, and size or type selections. Capture comments, photos, sketches, and signatures to verify work and create a reliable service record. Ideal for power distribution teams maintaining pole mounted reclosers and improving reliability and safety across the network.
by Joe Wilson, from the CommunityDownloads: 20+Get - Template
Enclosure Arc Flash and Protection Assessment
Use this structured checklist to assess electrical distribution board enclosures for arc flash and protection requirements. Record main and secondary incomers, generator details, breaker models and In ratings, trip and earth leakage settings, and detailed incoming and outgoing feeder information. Document cable types, installation routes, shared runs, and lengths, and attach photos with escutcheon open and closed to verify labels and settings. The form helps standardize data capture for arc flash risk reviews and supports compliance across high‑risk electrical environments.
by Shaun Young, from the CommunityDownloads: 20+Get - Template
Vectren ED Operating Center Safety Audit
This Vectren ED Operating Center Safety Audit checklist supports safety and compliance across utility operating centers. It covers program administration and required postings, general housekeeping, materials handling and storage, forklifts, ladders, PPE, hand and power tools, fire prevention, flammable liquids and compressed gases, HAZCOM labeling and chemical management, welding and cutting controls, fleet safety, and confined spaces. The checklist references applicable OSHA standards and Vectren policies, helping teams verify conditions, equipment readiness, signage, inspections, and employee protections. Use it to document observations, add photos, and note corrective actions during routine operating center audits.
by Roy Adams, from the CommunityDownloads: 20+Get - Template
J and E Hall Annual Water Treatment Review
This annual water treatment review checklist is designed for sites with evaporative cooling towers and condensers. It guides reviewers through plant room hygiene, chemical storage and bunding, dosing equipment, and documentation such as COSHH and MSDS. It covers detailed tower inspections including drift eliminators, spray nozzles, brominator condition, access safety, and leak checks. The template also verifies legionella risk assessments and written schemes, management roles and communication, weekly and monthly service reporting, dipslide trends, and legionella sampling. It includes records for cleaning and disinfection, method statements, maintenance schedules, shutdown and start procedures, service agreements, and supporting technical documents.
by Mathew noon, from the CommunityDownloads: 20+Get - Template
Environmental Evaluation Checklist
This Environmental Evaluation checklist helps environmental and facility managers audit oil and gas and waste management operations for regulatory compliance. It covers document verification (permits, manifests, training, contingency plans), stormwater and SWPPP, SPCC, NORM controls and licensing, sampling and waste screening equipment, transfer hoses and piping, dockside/USCG requirements, hopper barges, disposal wells, and D‑listed areas. It also checks housekeeping, secondary containment, ASTs, mobile equipment, signage, lighting, and emergency preparedness to reduce environmental risk and ensure adherence to LDNR, LDEQ, TCEQ, RRC, EPA, and USCG rules.
by Chip LeBouef, from the CommunityDownloads: 20+Get - Template
On-site Sewage Management Assessment Sheet
This on-site sewage management assessment sheet from Shoalhaven City Council guides inspectors through planning, site risk assessment, and detailed evaluation of septic tanks, AWTS, trench and irrigation systems. It covers inspection reasons, system types, disposal methods, buffer distances to dwellings and waterways, and performance standards to prevent disease, odours, and water contamination. The checklist prompts evidence capture with photos, notes, and signatures, records risk rankings and outcomes, and supports issuing approvals or corrective actions. It includes guidance on protecting systems, common design calculations for trenches and irrigation areas, and references for further information.
by Jason Haig, from the CommunityDownloads: 20+Get - Template
Dangerous Goods Audit Checklist
Conduct a thorough dangerous goods audit for contractors working on water utility sites. This checklist covers MSDS currency, PPE requirements, first aid provisions, training records, and site familiarity. Verify safe handling and storage of flammable and combustible liquids, LPG cylinders, and oxy welding sets. Include controls for explosives, chemical bunding and ventilation, signage, and a current dangerous goods register aligned to Victorian regulations and EPA guidance. Use the findings to drive corrective actions and compliance.
by James Pither, from the CommunityDownloads: 20+Get - Template
Facility Preventive Maintenance Safety Checklist
This facility preventive maintenance safety checklist helps teams keep oil and gas sites safe and orderly. It covers housekeeping for grounds and floors, access routes, work areas, deliveries, storage, and waste management. It also guides detailed inspections of critical equipment such as heater treaters, high pressure separators, tanks, and flare systems, with checks for corrosion, leaks, sight glasses, regulators, and valves. Use it to verify lockout tagout, document findings, add corrective actions, and capture sign offs for compliance and continuous improvement.
by Juan Sanchez, from the CommunityDownloads: 20+Get - Template
T3 Chiller Plant Room Electrical Consumption Log
Track and record electrical consumption in a chiller plant room with a structured daily log. Capture kWh readings for MCC 1/1, MCC 1/2, MCC 2/1, MCC 2/2, and CT across each day of the month, organized by shift. Includes title page details, site and personnel info, month and year selection, daily date fields, and a final sign-off with remarks and technician signature to ensure accurate, audit-ready energy records.
by Ling Gim Jian, from the CommunityDownloads: 20+Get - Template
Metering Test and Commissioning Service Record
Use this metering test and commissioning service record to document energy meter installation and commissioning. Log meter identification, location, cabling, labeling, electrical and communication terminations, CT ratios, Modbus addresses, operational checks, and comments. Capture commissioning dates, site details, preparer information, and customer signature for sign off. Helpful for electrical contractors, commissioning engineers, and facility teams to verify installation quality and maintain records.
by Bilal Dabboucy, 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.