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
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
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 - Template
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
Propane Storage and Fueling Station Inspection
Use this checklist to assess propane storage areas and onsite fueling stations for safety and compliance. Verify tanks are upright or secured in racks, empty cylinders stored correctly, and damaged tanks red tagged. Confirm NFPA signage is visible, emergency shutoff switches are accessible, and no smoking signs are posted. Check that pump handles are locked, hoses are intact, windshield washer fluid is filled, and spill kits are present and stocked. Ensure spill cleanup is completed, areas are free of debris, and all tank caps are intact.
by RJ Moore, 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
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.