Categories
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.
Browse Energy & Utilities
2,772 results- Template
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
Kaberry Gas Test Audit Checklist
Use this gas test audit checklist to capture key details for gas safety assessments. Record asset information, make and model, and attach photos. Note KW and gas consumption, confirm Kaberry asset tags and tag numbers, and document asset locations. Assess the condition of appliances and surrounding pipework, add comments and issue photos, and specify fuel type and meter size. Include a simple line drawing to illustrate the installation. This template supports consistent inspections and clear documentation for compliance and maintenance planning.
by Jon Heginbotham, 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
Inspección de seguridad integral
Esta plantilla de inspección de seguridad integral ayuda a evaluar condiciones críticas en instalaciones industriales, especialmente en plantas de gas, poliductos y estaciones. Incluye secciones sobre saneamiento, iluminación, ventilación, temperatura, humedad y ruido; gestión de riesgos químicos y biológicos; peligros mecánicos y locativos (pisos, paredes, ventanas, puertas, escaleras); señalización y rutas de evacuación; riesgos eléctricos y estado de equipos; preparación ante emergencias (extintores, alarmas, botiquines); orden y aseo; EPP; y seguridad física y control de accesos. Úsela para identificar peligros, implementar controles y cumplir normativas HSE.
by YERLINSON ROJAS MÁRQUEZ, 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
Solar Commissioning Sheet
Use this solar commissioning sheet to document key PV system checks before energization. Record inverter brand, settings, and serials; capture PV module details and string calculations (VOC and ISC); and verify compliance with Australian Standards. Confirm earthing continuity, array mounting to AS/NZS 1170.2, proper wiring protection and labeling, compatible MC4 connections, and required signage. Ensure the inverter trips on loss of mains, ramps on reconnection, and that a licensed, CEC-accredited installer signs off the installation.
by Matt MacDonald, 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
Offshore LECOP Assessment Checklist
This offshore LECOP assessment checklist supports weekly audits of lifting operations across installations and vessels. It guides teams to plan and risk assess lifts, confirm load weights against equipment capacity, verify certification and daily inspections of cranes and accessories, and ensure safe rigging practices. It reinforces banksman identification and control, clear communications, safe use of tag lines, and a strict hands off policy for vessel crews. Post lift requirements include re inspection, correct storage of accessories, and immediate reporting and removal of defective equipment.
by Andy Martland, 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
AS3000 Compliance Audit Checklist 2024
Use this AS3000 electrical compliance audit checklist to assess building installations against the 2024 wiring rules. Sections cover site reticulation and single line diagrams, main switchboard and consumer mains, labelling, access clearances, earthing, equipotential bonding, MEN, and upstream protection. Review distribution boards, thermal scanning or visual checks, RCD testing, and circuit sizing. Verify emergency lighting records per AS2293.2. Inspect general light and power, ceiling space cabling, and communications including IDF and fibre optic details.
by Adam Hazell, from the CommunityDownloads: 20+Get - Template
Checklist de equipo de respiración autónoma ERA
Lista de verificación para inspeccionar y mantener el equipo de respiración autónoma ERA. Incluye identificación del equipo, fecha de calibración y ubicación, revisión de máscara, arnés, visor y cuerpo, conector P18, limpieza general, válvula interior, botella de aire, estado del tubo, presión, válvulas, calibración, certificaciones y maletín de transporte. Registre estado general, hebillas de cierre, limpieza y observaciones, con sistema de referencia B Bueno, R Regular y M Malo, más firma y aclaración del responsable.
by jorge castro, 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
Waterway Crossings Inspection Report
This Essential Energy checklist supports inspections of navigable waterway crossing sites. Use it to assess signage visibility upstream and downstream, confirm displayed clearances, and record mounting type, land or water placement, and footing type. Capture photos and GPS coordinates for each sign, check for graffiti and site cleanliness, and verify pole numbers and related infrastructure details. Log issues, corrective actions, and key site information such as region, depot, and work order references. Designed to standardize inspections, improve safety and compliance, and document evidence for remediation.
by Bryce Milne, from the CommunityDownloads: 20+Get - Template
Generator Electrical Test Record
Use this generator electrical test record to document routine electrical inspections and performance checks for portable and standby generators. Capture outlet ratings and RCD protection, alternator condition, MEN and earthing, cable terminations, insulation resistance with megger readings, and voltage and frequency measurements off load and on load. Record ELR type, toroid details, trip results, and whether results meet specification. Add photos of tags and outlets, note defects and corrective actions, and sign off with technician details for traceability and compliance.
by Louise Coombes, from the CommunityDownloads: 20+Get - Template
Solar and Battery Inspection Checklist
Use this checklist to inspect solar photovoltaic and battery energy storage systems. Review site conditions, inverter configuration, DC wiring and isolators, battery management settings, earthing, firmware updates, and required signage to meet AS 5139 and AS 4509. Perform anti islanding checks, record system test results, verify mounting hardware and cable management, and clean panels before commissioning. Ideal for installers, inspectors, and facility managers to ensure safety and compliance.
by Matt Thompson, 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
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.