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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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Tussen rapport Gas Installaties
Deze checklist helpt bij het opstellen van een tussentijds rapport voor gasinstallaties. Bevat controles op dichtheid en drukdaling (o.a. 5 bar drukstoot, 125 mbar met lucht, 25 mbar met gas), beoordeling van leidingmateriaal en verbindingen volgens NEN 1078/NEN 8078, en inspectie van corrosiebescherming en mechanische bescherming. Omvat tevens controles van luchttoevoer, rookgasafvoer en uitmonding, en verificatie dat het gasverbruikstoestel volgens de voorschriften is geïnstalleerd. Inclusief fotoregistratie, vastleggen van afwijkingen met redenen, overleg met betrokkenen, opmerkingen en ondertekening.
by Michel Out, from the CommunityDownloads: 20+Get - Template
Field Service Audit Checklist
This Field Service Audit template helps oil and gas field service teams verify safe, consistent operations. It covers pre and post rig up checks including line pressure status, unions and shackles, anchor points, and iron integrity. PPE requirements such as Level 5 PPE, H2S monitoring, bump tests or calibration, and fall protection are included. Human factors prompts address weather, hydration, nutrition, rest, and check-ins. DOT compliance items include documentation, signage, and DVIR pre and post-trip inspections. Use this audit to standardize safety meetings, JSA/POWRA completion, equipment inspections, and field readiness before, during, and after jobs.
by Eric Link, from the CommunityDownloads: 20+Get - Template
Solargain Form 25 Incident Report Form
Use this Solargain Form 25 Incident Report to record and investigate workplace events across solar operations. Capture incident details, witness information, injury type and body part, property damage (including panel serial numbers), causes, and supporting photos. Document medical attention, supervisor comments, and required notifications such as WorkSafe, WorkCover, and insurer. Track whether a recharge invoice is needed, assign investigations, and register outcomes. Includes categories for injury, near miss, property damage, theft, and other events, plus agency of injury and equipment involved. Streamline HSE reporting and compliance for solar projects with a customizable template in SafetyCulture.
by Phinehas Amare, from the CommunityDownloads: 20+Get - Template
OSHA Oil & Gas Rig Inspection Checklist (Drilling)
Comprehensive OSHA and API RP54–aligned inspection checklist for oil and gas drilling and servicing rigs. Use it to assess drill site controls, training and PPE, mud systems, tanks and pits, generator and electrical systems, fire protection, fuel and flammable storage, pipe racks, blowout preventers, derrick and substructure, drill floor, power and hand tools, hoisting equipment, stairs and guardrails, and confined spaces. Log findings, document nonconformances, and record corrective actions to maintain safety and regulatory compliance during drilling operations.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
HEP Valve Maintenance Checklist
This HEP valve maintenance checklist supports annual inspections for industrial valves. It guides technicians to visually inspect valves, lubricate operators and ball valve bodies, bleed the body to verify sealing, and operate the valve as needed. Users record MAOP, model, serial, manufacturer, and select valve sizes from 2 to 16 inches. The form captures valve condition notes, photos, and any issues requiring repair or replacement, with immediate supervisor notification for unsatisfactory findings. It includes an operator qualification check and allows repeating entries for multiple valves, concluding with inspector sign off.
by Kevin Williams, from the CommunityDownloads: 20+Get - Template
New Starter Kit Issued Checklist
Use this template to issue and document new starter kits for field engineers. Record recipient details, capture signatures and photos, and verify all required items are provided, including electrical test equipment, PPE, gas-safe tools, refrigeration gear, and first aid supplies. Standardize onboarding, improve accountability, and maintain safety and compliance records for technicians from day one.
by Dave Anderson, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit Checklist
This Optima Energy Site Audit template helps assess building energy use with a focus on lighting. Record locations, existing fixture and base types, wattage, lamps per fixture, counts, and hours of operation. Add notes and photos to document current conditions and identify opportunities for savings and upgrades. Ideal for property managers, facility teams, and energy professionals conducting site audits and planning efficiency retrofits.
by Peter Ha, from the CommunityDownloads: 20+Get - Template
Water Infrastructure Damage to Facilities Audit
Use this incident audit to document damage to water infrastructure and related utilities during site works. Capture event details, location, photos, and root causes across procedure, equipment, method, human factors, and work conditions. Record notifications to the consultant, times of notification and discovery, and responsible personnel. Log water supply interruptions, shutdowns and take into operation, including MESKI notifications and staff. Track damaged utilities such as electricity, telecommunication, natural gas, irrigation, drainage and wastewater. Document repairs, materials used, costs, signatures from utility representatives, contractor and consultant, and engineer comments with recommendations to prevent recurrence.
by Sinan Servet Celebci, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit for Medium Properties
This Optima Energy Site Audit template helps teams standardize energy assessments across medium portfolios with 11 to 25 locations. Record property details and site contacts, add required photos, and document floor-by-floor findings including location, existing fixtures, lamp base and wattage, lamps per fixture, fixture counts, hours of operation, emergency ballasts and fixture counts, presence of mechanical cooling or AC, lift requirements, and notes. Use the checklist to evaluate lighting and HVAC usage, identify retrofit opportunities, and estimate savings from operational or equipment improvements.
by Optima Pit, from the CommunityDownloads: 20+Get - Template
Husky Lima Refinery Housekeeping Quick Audit
This quick audit template supports housekeeping checks across Husky Lima Refinery units, buildings, and construction areas. Inspect walkways for oil, slip and trip hazards; verify emergency access and fire equipment are clear; confirm tools, materials, and hoses are stored safely; check debris, trash, stairs, ladders, and unit boundary chains; and limit vehicles to essential use. Capture deficiencies, record immediate corrective actions, assign follow-up tasks, and track accountability to improve site safety and compliance.
by Monica Hale, from the CommunityDownloads: 20+Get - Template
Relatório de conformidade NR-10
Este relatório de conformidade NR-10 ajuda a avaliar, por meio de inspeção visual e registro fotográfico, a segurança em instalações e serviços em eletricidade conforme normas ABNT e NR-10. O checklist orienta a verificação de painéis elétricos, identificação e TAGs, placas de advertência, níveis de tensão e energia de arco, EPI recomendado, acesso restrito (BA4/BA5) e demais requisitos. Ideal para mapear não conformidades, priorizar correções e reduzir riscos de acidentes elétricos, oferecendo maior proteção para colaboradores próprios e terceirizados e tranquilidade frente a auditorias e fiscalizações.
by Rubens Yamasaki, from the CommunityDownloads: 20+Get - Template
RFT Walkdown Checklist
Use this Ready for Test RFT Walkdown checklist to verify plant systems are Safe, Clean, Tight, Operable and Preserved before commissioning. It covers supervisor and worker competence, permit to work and JSA, housekeeping, storage and laydown practices, preservation of piping, valves and equipment, painting, insulation and cladding quality, module erection controls, external cleanliness, pre commissioning checks, flushing and blowing, hydrotesting preparation, flange management and gasket verification, torque and tensioning methods, tool and calibration compliance, instrumentation operability and labeling, and equipment preservation and storage. Supports QA and mechanical integrity signoff.
by Cameron, from the CommunityDownloads: 20+Get - Template
Auditoría de Seguridad en Sitio para Ingenieros FY14
Plantilla en español para auditar la seguridad en el sitio de trabajo de ingenieros de servicio. Cubre documentación del sitio, capacitación obligatoria, condiciones del lugar, EPP y protección contra caídas. Incluye secciones de trabajos en caliente, LOTO y seguridad eléctrica, escaleras, ergonomía y verificación integral del vehículo y su equipo de emergencia. Ideal para mantenimiento preventivo, pruebas de equipos eléctricos, instalación y arranque, con campos para acciones correctivas y firmas.
by Hugo Salmeron, from the CommunityDownloads: 20+Get - Template
Ficha técnica de intervención y mantenimiento
Esta plantilla de ficha técnica en español ayuda a documentar intervenciones y mantenimiento de equipos eléctricos. Incluye campos para cliente y ubicación, fechas y responsable, instalación y tablero de bypass, equipo a intervenir con marca, modelo, potencia, número de serie y otros números, así como bancos externos y banco de baterías con cantidad y próximas sustituciones. Permite añadir observaciones, medios, diagnóstico y conformidad, con firmas de la empresa y del cliente para cerrar la tarea con trazabilidad.
by Lucas Castiglioni, from the CommunityDownloads: 20+Get - Template
Auditoria LOTO y seguridad electrica en campo
Plantilla de auditoria para trabajos de campo en energia y utilities centrada en seguridad electrica y bloqueo y etiquetado LOTO. Incluye verificacion documental, planificacion de emergencias, EPI y estado del vehiculo, inspeccion de herramientas, trabajos en altura, trabajo electrico energizado, ausencia de tension, uso de herramientas aisladas y proteccion frente a arco electrico. Cubre otras fuentes de energia y sustancias peligrosas, comunicacion y gestion de seguridad, y registro de hallazgos, conclusiones y firmas de tecnicos y subcontratas.
by Manu De Silvestre, from the CommunityDownloads: 20+Get - Template
LLS HSEQ Audit Form
This electronic HSEQ audit form (adapted from LLS YVW form YV-SF-2005) supports short-form audits of Yarra Valley Water field works and contractor activities. It guides auditors through pre-start checks, hazard identification, excavation controls, traffic and pedestrian management, customer service steps, plant and site housekeeping, and quality/records management. It also covers confined space permitting and gas testing, electrical safety and test-and-tag, plant and equipment checks, PPE compliance, manual handling, and public health safeguards. Ideal for utilities crews and contractors performing water network repairs, reinstatement, and maintenance.
by Keith Baker, from the CommunityDownloads: 20+Get - Template
SDS Daily Pre-Shift Discussion
This SDS Daily Pre-Shift Discussion template supports electric utility dispatch and field teams in conducting structured safety briefings at the start of every shift. It captures attendees, shift times, and dispatch location, and prompts discussions on critical topics including fatigue, three-part communication, pre-switch briefings, night driving, environmental hazards, lines of demarcation, testing for potential, voltage regulation, worker protection, OMS modeling, and accident reviews. It also guides review of switching and tagging, storm preparation, load monitoring, and department updates. The template includes a System Supervisor daily task list, sections for off-schedule trouble, permits, clearances, and notes, aligning crews on safe, compliant operations.
by Myron A. Stovell, Sr., from the CommunityDownloads: 20+Get - Template
Solar PV Service Report Template
This Solar PV service report template helps technicians record system inspections, performance observations, inverter status, panel condition, faults, and maintenance actions during solar photovoltaic servicing. Use it to standardize reporting across sites, capture dates, locations, and preparer details, and produce consistent documentation for compliance and handover.
by Catherine Taylor, from the CommunityDownloads: 20+Get - Template
Routine Inspection Audit
Use this Routine Inspection Audit to document SA Water construction and maintenance activities across water and wastewater assets. Record work witnessed such as excavation, bedding, laying, manholes, dewatering, compaction, connections, and shoring. Verify compliance with SA Water standards and designs, WHS and environmental controls, PPE requirements, traffic management to AS1742, permits and utilities checks, and asbestos procedures. Capture photos, notes, and sign-off.
by Jason Taylor, from the CommunityDownloads: 20+Get - Template
Supervisión de Estaciones de Servicio
Esta plantilla en español está diseñada para la supervisión integral de estaciones de servicio. Permite evaluar colaboradores en turno, inventario de lubricantes conciliado con Gasomarshall, estado de dispensarios de combustible, agua y aire, terminales bancarias y anaqueles. Incluye verificación de señalización, extintores y orden y limpieza. Audita el protocolo de servicio por bomba (saludo, confirmación de pedido, venta sugestiva, cobro y despedida), así como techumbre y faldón, tanques, venteos, anuncio, jardines, sanitarios y oficinas. Cubre áreas generales como residuos peligrosos, cuartos eléctricos y rutas de evacuación, y documenta auditorías de STPS, Protección Civil, SEMARNAT, PROFEPA y ASEA para asegurar cumplimiento, seguridad, imagen y servicio.
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 20+Get - Template
ENGIE Embedded Technical Audit Questionnaire
ENGIE Embedded Audits is a comprehensive technical audit questionnaire for energy and industrial facilities. It covers boilers and hot water systems, compressed air under PSSR, maintenance management, tools and lifting equipment, refrigeration and air conditioning, cooling towers and water hygiene, bunds and storage tanks, domestic water systems, building safety, redundant plant, effluent treatment, and gas turbines. The checklist references UK regulations such as PSSR, EAWR and PUWER, and guides users to verify training, calibration, documentation, risk assessments, and compliance to improve safety, efficiency, and environmental performance.
by Hiram Mullan, from the CommunityDownloads: 20+Get - Template
SJA og sluttkontroll sjekkliste
Bruk denne sjekklisten for sikker jobb analyse og sluttkontroll ved mindre elektriske jobber. Den veileder gjennom planlegging, risikovurdering og godkjenninger, inkludert behov for trafikkavvikling, utpeking av ansvarlig etter FSE, arbeid spenningsløst eller AUS, samt krav til opplæring og utstyr. Inneholder kontrollpunkter for deloppgaver, tiltak, isolasjons- og kontinuitetsmålinger, funksjonsprøver, merking og dokumentasjon. Avsluttes med bilder, signatur og dato for sporbarhet.
by Knut Fredrik Nes, from the CommunityDownloads: 20+Get - Template
MODEC HSSEQ Self Assessment Audits
Use this MODEC HSSEQ self assessment audit checklist to evaluate compliance with MODEC standards across offshore energy operations. Cover leadership and commitment, policy and objectives, organizational roles and competencies, hazard and effects management, subcontractor and supplier control, facilities design and construction, operations and maintenance, change management, incident notification and investigation, crisis and emergency management, occupational health and safety, environmental management, documentation and legal requirements, and performance monitoring and improvement. Verify plans, training, KPIs, risk assessments, and continual improvement actions.
by Jonathan Lenz, from the CommunityDownloads: 20+Get - Template
LEG BOP Inspection Checklist 2023
This BOP inspection checklist is designed for oil and gas drilling operations to be completed after nipple up and before the rig returns to drilling. It verifies proper installation and certification of the BOP stack and downstream plumbing, functional checks on choke manifold, HCR valve, gauges, accumulator and remote panel, and correct setup of flare stack, panic lines, and kill lines. References API STD 53 requirements to help ensure equipment integrity, well control readiness, and site safety compliance.
by Kenneth Phillips, 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.