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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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HSE Audit Template for Sites in Operation
This comprehensive HSE audit template helps evaluate sites in active operation. It covers site security and induction, risk assessment and controls, contractor management, emergency preparedness, signage, COSHH controls, housekeeping, PPE compliance, tools and equipment checks, work at height, manual handling, and electrical safety. Use it to verify documents and training, confirm permits and RAMS, inspect fire and first aid provisions, and ensure PPE and equipment are suitable, maintained, and compliant with regulations. Ideal for operations and maintenance teams seeking a structured, repeatable HSE review.
by Michael Fraschini, 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
SRAT SAP Audit Checklist for Overhead Lines
Use this SRAT SAP audit checklist to evaluate overhead line activities in electric power transmission and distribution. The template guides auditors through isolation and points of isolation, primary and drain earthing, control measures and key management, RAMS integration, safety documentation, access and demarcation, switching procedures, and authorisations for SAP, AP and CP roles. It helps verify compliance with safety rules, NSIs and site procedures, and supports consistent inspections, record-keeping, and safer field operations.
by Richard Davies, from the CommunityDownloads: 20+Get - Template
PPE and Vehicle Audit
This PPE and vehicle audit checklist helps utility and field operations teams verify compliance and safety across crews and fleet. It covers PPE readiness such as hard hats, footwear, gloves, hi vis, eye and hearing protection, and hygiene practices. It includes first aid kit checks, vehicle and plant inspection logs, condition and defect logging, flashing beacons, fire extinguishers, and COSHH documentation. The template also addresses lifting equipment condition and certification, gas monitor availability and calibration, electrical tool testing and tester calibration, plus essential gear like red locks, isolation tags, torches, drain rods, ammonia meters, BOD tubes, and manhole lifting keys.
by Barry Wills, 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 - 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
Overhead Electrical Work Audit Checklist
This overhead electrical work audit checklist helps field crews and inspectors verify PPE, traffic control, vehicle and equipment readiness, and safe work methods before and during overhead line operations. Use it to confirm tailboards, permits, grounding, dielectric inspections, and barricades are in place, and to assess behaviors, communication, and post job reviews. Designed for utility and line maintenance teams to reduce risk and support compliance on site.
by Tammy Carter, 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
Tree Maintenance Job Safety Analysis (JSA)
Use this Job Safety Analysis template to plan and document safe tree maintenance work, especially near powerlines. It guides crews through hazard identification, weather checks, traffic management, PPE, and equipment setup for trucks, chippers, towers, utes, and chainsaws. Includes steps for climbing operations, safety observer requirements, harness and gear checks, and SWMS compliance. Capture site details, utilities risks and conductor types, first aid, and other hazards. Collect staff signatures to confirm controls before work begins.
by michael O'Dwyer, 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
Biomass Site Survey Template
Streamline biomass heating quotes with this on-site survey template. Record existing boiler details, controls, flues, photos, and disposal needs. Specify new boiler type such as chip or pellet, fuel store location, trench routes, underground pipe lengths, and cabling distances. Capture site services, welfare arrangements, unloading requirements, and client sign-off for accuracy and safety. Ideal for renewable energy installers and facilities teams.
by Gareth Stephens, 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
Torque Wrench Inspection Checklist
A concise inspection checklist to ensure torque wrenches used in oil and gas completions are safe and accurate. Verify certification dates, required torque, hydraulic power pack condition and fluid levels, gauges, power cords and switches, high-pressure hoses and fittings, torque and backup heads, hand tools, safety handle, and accessories. Use this template to document equipment details such as asset and job numbers, wrench size, and flange sizes, and to standardize pre-use checks for reliable field performance.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
Auditoria de Subestação: Segurança e Conformidade
Este checklist de auditoria para subestações elétricas ajuda a mapear não conformidades e orientar ações corretivas. Abrange requisitos de segurança contra incêndio (porta corta-fogo P-90, rotas de fuga, sinalização, extintores, detectores e sirenes), controle de acesso, identificação de equipamentos, documentação elétrica, medições e boas práticas de instalação. Inclui verificação de bloqueio e etiquetagem, riscos de curto-circuito e condições de conservação de painéis, transformadores e dispositivos de proteção.
by BPC HEO, 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
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.