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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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KEL 006 Standard Operations and Maintenance
This KEL 006 Standard Operations and Maintenance checklist supports routine inspections of solar PV systems. It guides technicians through inverter status, labels and signage, cabinet condition, heat exchangers, filters, grounding, fuses, fans, communication equipment, and surge protection. It also covers mains connection checks and PV generator tasks such as fastener sampling, connector tests, cable inspections, thermography for hotspots, and module damage or discoloration. Users can add notes, attach photos, record measurements, and create actions for repairs or replacements to keep systems safe and compliant.
by Declan Hughes, from the CommunityDownloads: 20+Get - Template
Endeavour Energy SMR Post-Construction Inspection
This SMR post-construction inspection checklist is designed for electricity distribution works such as service mains replacement. It guides field teams through recording job details, required electrical tests (NIT, polarity, insulation resistance, phase rotation, earth integrity, continuity, final test), and diagram requirements. It includes verification of network connections (POCC), road clearance poles, point of attachment components, and meter board safety. Use it to ensure defects are captured, redundant materials removed, and variations noted for final sign-off.
by Tommy Z, from the CommunityDownloads: 20+Get - Template
UETTDRRFO6B Low Voltage Compliance
Ensure compliance with UETTDRRFO6B using this low voltage rescue checklist. Verify PPE selection and testing, inspect tools and equipment for defects, apply correct isolation procedures, and make the work area electrically safe. Guide trainees through rescue using a crook, one-man drag, and fire blanket, then document emergency response steps including first aid and CPR. Use the declaration section to confirm competency during simulated low voltage rescue training.
by Paul Hetmanska, from the CommunityDownloads: 20+Get - Template
Checklist Inspeksi Tier 1 dan 2 Kubikel GH GD GI
Template checklist Inspeksi Tier 1 dan Tier 2 untuk kubikel GH, GD, dan GI. Mencakup pemeriksaan kondisi gardu dan peralatan: kunci gardu, fisik bangunan, ventilasi, penerangan, kebersihan, kelembaban, sistem pembumian, braket dan clamp kabel, segel kubikel, kompartemen bawah, tekanan SF6, lampu indikator, mur baut, suhu ruangan dan terminasi, parit kabel, suara abnormal, flashover, aroma gosong, pengukuran pentanahan dan arus, suhu busbar dan panel kontrol, sambungan rele, CT VT, AC DC, partial discharge, arester fase, VT, serta dokumentasi foto dan petugas.
by Dwi Payana, from the CommunityDownloads: 20+Get - Template
STW Estates Quality Audit - Derbyshire
Conduct a structured quality audit of contractor works for STW Estates in Derbyshire. Capture job details, site and work descriptions, and confirm RAMS, PASCA, or CPP were received on time. Assess whether the project is capital or opex, evaluate quality, safety of the work area, timeliness, and completion to scope. Record communication updates, issues, and photographic evidence, and notify the contracts manager when required. Verify clarity of the works instruction and document reasons for any deficiencies and corrective actions.
by Jonathan Brentnall, from the CommunityDownloads: 20+Get - Template
CPO/THBMS SHOC Report Template
Use this SHOC report template to record safety observations and near-miss events. Capture location, date, and preparer details, describe the hazard, indicate whether the issue was resolved on site, attach photos, and list the actions required to address the risk. Standardize hazard reporting, improve corrective action follow-up, and strengthen your safety culture across teams.
by Vincent Molinaymoya, from the CommunityDownloads: 20+Get - Template
Daily Pre-Start and Weekly Toolbox Meeting
Use this daily pre-start and weekly toolbox meeting form to plan work, capture weather and site conditions, list activities, verify permits and PPE, and record hazards, actions, and attendance. Includes prompts for HV access, working at heights, excavation, traffic control, and Friday toolbox talks. Standardize documentation across crews and improve safety communication on every job.
by Todd Connors, from the CommunityDownloads: 20+Get - Template
System Reference Checklist for Standby Emergency Power
This system reference checklist supports comprehensive inspections of standby emergency power systems across facilities. It guides contractors and site teams through generator identification and parameters, control panel status and alarms, exhaust, lubrication, coolant and air intake checks, turbocharger and governor assessment, and detailed review of fuel storage tanks, day tanks, fuel pumps, piping, filters and separators. It also covers emergency switchgear, paralleling gear, and automatic transfer switch verification, including sensor settings, delays, and manual bypass procedures. Health and safety items such as access control, signage, spill kits, eye wash, PPE and MSDS documentation are included. Use it to log deficiencies, capture images and serial data, and record recommendations for safe, compliant and reliable standby power.
by Andy Briski, from the CommunityDownloads: 20+Get - Template
Solar PV Inspection Checklist 2024
This Solar PV inspection checklist guides technicians through safe access, health and safety checks, and comprehensive testing of photovoltaic systems. It covers module condition, mounting frames, DC cabling and containment, inverters, electrical distribution, metering, and monitoring equipment. Use it to record measurements, verify isolation and labeling, capture thermographic observations, and document corrective actions and recommendations for 2024 audits.
by Robert Harley, from the CommunityDownloads: 20+Get - Template
HSE Inspection and Audit Checklist for Pertamina
This HSE inspection and audit checklist is designed for Pertamina oil and gas sites and Elnusa Geoscience operations. It covers housekeeping standards, MSDS availability in Bahasa Indonesia, hazardous material signage, chemical storage, PPE requirements, and documentation. It also includes LOTO procedures, staff training and authorization, access control for visitors and security, log books, ID passes, perimeter fencing, and emergency information such as evacuation maps. Use it to strengthen safety compliance across field camps and facilities.
by Agus Suhatta, from the CommunityDownloads: 20+Get - Template
PRA WISEE Bridging Cables Inspection Form
This practical inspection checklist helps utility crews ensure safe use of bridging cables when working on electrically conductive pipework. It guides teams to confirm competence, complete JHA and JSA, set exclusion zones, and wear suitable PPE. Inspect bridging cables for current test tags, damage, and correct fitment, clean contact points, and capture photos of setup. Record hazards and controls, tag defective clamps out of service, and verify safe completion before removing cables and restoring access.
by Cherie Mahoney, from the CommunityDownloads: 20+Get - Template
Work Clearance Form (WCF)
A downloadable Work Clearance Form (WCF) to plan daily activities and control risks before starting work. The form covers site details, personnel, permits, planned tasks, and a structured hazard assessment aligned with JSA. Checklists include traffic exposure, electric shock, falls from height, confined spaces, work at heights with ladders and lifts, hot work, temporary traffic areas, and explosive zones. It guides selection of PPE, barricading, JSA references, and specialized tasks for fuel systems including pumps, terminals, POS/ATG equipment, piping, tanks, venting, product changes, leak testing, loading/unloading, and environmental protection near water. Includes arrival confirmation, discussion of hazards, and sign-offs from site and contractor representatives to verify completion.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
Chiller Plant Preventive Maintenance Checklist
Use this chiller plant preventive maintenance checklist to plan weekly or monthly inspections and keep cooling equipment reliable. Record temperature readings, check for excessive noise or vibration, and verify refrigerant levels. Review purge unit operation, water treatment, valves, filters, control settings, safety controls, and lubrication. Capture photos, add notes, create corrective actions with priorities and due dates, and obtain inspector and supervisor sign-off to prevent breakdowns and extend asset life.
by Muhammad Nur Dzaki, from the CommunityDownloads: 20+Get - Template
Medium Voltage Substation Maintenance Checklist
This checklist guides the safe maintenance and inspection of medium voltage substations, transformers and ground connections. Sections cover technician details, contractor or in house work, photos, general cleaning, cleaning of insulators, exterior cell painting, adjustment of bar connections, lubrication and calibration of disconnect switches, conductance and insulation resistance tests, contact resistance and dielectric strength checks, thermographic inspection, transformation ratio and winding resistance, and grounding resistance measurement. Transformer oil sampling and analysis are included, along with well grounded verification, documentation of findings, corrective actions and signatures, aligned to NEC, NESC and NFPA 70E.
by FAC Maintenance Team, from the CommunityDownloads: 20+Get - Template
Site Cybersecurity Assessment Checklist
This site assessment checklist helps evaluate cybersecurity and network readiness at operational sites. It guides O and M teams and engineers through validating identity management, password policies, and exposure of default credentials. Capture network documentation and diagrams, internet service and ISP router credentials, and WiFi details. Record the presence and models of routers, switches, firewalls, and overall topology, plus VPN availability and SCADA IP ranges. Review desktop and server assets, operating systems, user access, and options for remote access. Confirm what access a cyber energy engineer can obtain for network and host systems. Note site entry requirements like PPE and inductions. Assess cellular coverage and whether external antennas are needed. Finally, collect helpful site documents, recent photos of equipment and comms rooms, or videos to prepare for visits.
by Sivaprakash Parupudi, from the CommunityDownloads: 20+Get - Template
Gas Materials Parts Order Form
Use this parts order form template to request gas-related components quickly and accurately. Capture job and site details, boiler GC number, boiler make and model, part descriptions and numbers, quantities, preferred parts centre or supplier, photos for verification, engineer signature, and comments. Standardize procurement across field teams and reduce errors with clear records that support approvals and purchasing.
by Chris Houlihan, from the CommunityDownloads: 20+Get - Template
SPS Access Hatch Safety Grille Assessment
Use this template to conduct initial inspections of sewage pump station access hatch safety grilles. Capture photos and record hatch location, design, materials, dimensions, hinges, bolts, handles, seals, frames, supports and grille details including grid spacing, edge frames and stiffeners. Verify signage for confined spaces and hazardous gases, document valve chambers and classify condition after inspection. Plan work scope such as repairs, replacements, corrosion treatment and upgrades to ensure compliance and safe access for maintenance teams.
by Carlos Sousa, from the CommunityDownloads: 20+Get - Template
Work Clearance Form Template
This work clearance form template helps teams plan and authorize daily tasks by documenting permit and work order details, site and station information, assigned personnel, and planned activities. It supports hazard identification for traffic exposure, electric shock, and working at heights, and prompts required controls such as PPE verification and area barricading with cones or tape. The form includes arrival briefings, acknowledgment of risks, and completion sign-offs with signatures from the station representative and contractor to confirm work done and site handover.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
Permiso de trabajos eléctricos
Plantilla en español para gestionar el Permiso de Trabajos Eléctricos. Incluye datos generales del trabajo, personal autorizado, niveles de tensión (baja y media), y un checklist de seguridad: identificación de peligros y AST, comunicación a usuarios, control de área, equipos para emergencias, LOTO, prueba de ausencia de tensión, puesta a tierra temporal y verificación de herramientas. Contempla EPP dieléctrico requerido, validación para trabajo en altura, autorización con firmas y tiempos, causales de suspensión y cierre del permiso.
by MARLENE EMILCE PEÑA RIVEROS, from the CommunityDownloads: 20+Get - Template
Start of Work LMRA 2025
Conduct a last minute risk assessment before starting work with this checklist. Confirm permits and instructions, verify tools and PPE, assess weather, and ensure risks are reduced as low as reasonably practicable. Include communication checks with UHF radios, toolbox talk confirmation, and required hot work permits. Ideal for wind turbine operations with reminders to complete the nacelle logbook and report hazards via SHOC.
by Charline Dhoekers, from the CommunityDownloads: 20+Get - Template
ABB GIS Field Service Report
Capture complete details of ABB gas insulated switchgear service visits with this structured field service report template. Record technical job information, site status, equipment IDs and photos, work performed, problems and solutions, and recommended follow-up. Log ABB test equipment used, spare parts, and tools. Include customer point of contact information, drawings to acquire or revise, and any additional work or comments. Designed for FSE engineers to standardize reporting for every on site call and streamline documentation and action tracking.
by Daniel Love, from the CommunityDownloads: 20+Get - Template
Liberty Gas Quality Audit Form
This Liberty Gas Quality Audit Form helps engineers verify safe, compliant gas installations. Use it to record preliminary electrical checks, meter condition, correct labels and pipe sleeving, tightness testing, regulator and appliance pressures, flue integrity and termination, carbon monoxide readings and ventilation, burner condition, safety devices, and gas rate. It also covers documentation such as benchmark and landlord gas safety records, plus health and safety practices, PPE, first aid, fire extinguishers, and customer satisfaction to ensure safe completion.
by Mat Smith, from the CommunityDownloads: 20+Get - Template
Gas Meter Validation Request
This Gas Meter Validation Request template helps gas utilities and contractors document meter details and commissioning information. Record the Meter Asset Manager, MPRN, analogue meter make, model, and serial numbers, meter rig and volume conversion device details, installation and commissioning dates, and initial and post‑commissioning readings. Capture photos of the meter, conversion device, safety signs, tags, and filter gauge, then add project manager comments and a signature for formal sign-off.
by Luke Allum, from the CommunityDownloads: 20+Get - Template
Environment Waste Site Audit Checklist
This Environment Waste Site Audit checklist helps evaluate third party waste vendors for environmental compliance and performance. It covers systems reviews, permits and registrations, waste types and volumes, transport and receiving controls, disposal and sorting methods, emergency preparedness, staff training, ESG policies, external audits, incident monitoring, landfill classification and end of use plans, recycling processes, groundwater and runoff protections, and on site observations.
by Trevor Willemse, 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.