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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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Seqwater MOMMS Inspection Billing Information
Use this template to capture billing details for Seqwater MOMMS inspections, including date and time, scheme number, inspector, location and GIS ID, work order and valve numbers, access status, completion time, and return visit. Record traffic permits, traffic control resources and hours, out-of-hours work, bolt replacement quantities, dewatering requirements, and confined space entry staffing. Includes an attestation for accuracy to support invoicing and audit.
by Troy Dawson, from the CommunityDownloads: 20+Get - Template
OHS Service Rig Inspection Checklist
Use this OHS service rig inspection checklist to evaluate safety and compliance across service rig operations in oil and gas. Sections cover general rig conditions, inspections and certifications including CAODC requirements, doghouse safety, company vehicles, wires and cables, catwalk and work platforms, derrick integrity and fall protection, tools and equipment, well control with BOPs and valves, safety equipment and training, pumping equipment, and safety policies. Record discrepancies, corrective actions, and signatures to maintain a safe, compliant worksite.
by Shirley Galloway, from the CommunityDownloads: 20+Get - Template
Solar Installation Report Electrical V9 Checklist
This electrical V9 solar installation report guides installers through end to end PV and battery setup. It covers inverter and battery wiring, grid meter and CT clamp connections, DIP switch configuration, LoRa and WiFi commissioning, and safety clearances. Capture DC and AC run details with photos, apply labels and hazard stickers, and document consumer unit work. Include test results such as Zs, Ze, PFC, and insulation resistance. Complete declarations to confirm compliance with BS7671 and MCS guidelines, verify stickers and seals, and walk the customer through isolation points, reset steps, and app usage before sign off.
by Bilal Islam, from the CommunityDownloads: 20+Get - Template
AGL WTG Kiosk Transformer Inspection Checklist
This AGL WTG kiosk transformer inspection checklist supports wind farm operations by guiding thorough checks of kiosk surrounds, LV 690V and HV compartments, and internal transformer components. Inspect labeling, doors, seals, panel interlocks, and cable routing; verify earthing, SF6 gas levels, and absence of water ingress. Check for oil leaks on HV and LV sides, condition of bushings, and operation of gas detection relays. Capture observations, photos, and corrective actions to maintain safety and reliability across sites like The Bluff and Oaklands Hill Wind Farms.
by Brendan Ryan, from the CommunityDownloads: 20+Get - Template
WIP Audit Sheet
This WIP Audit Sheet helps engineers and auditors assess gas boiler repair and service visits from start to finish. It covers site risk assessments, PPE checks, and safe working practices, along with electrical testing, safe isolation, and preliminary tests. Boiler-specific checks include flue construction and flow, spillage tests, ventilation, operating pressure, heat input, inlet pressure, and flue gas analysis. Record tightness tests, disturbed joints, condensate and pressure relief pipework, and control verification. Capture job completion details, customer documentation, safety notices, and both engineer and auditor signatures to ensure compliant, high-quality work.
by Andrew Hague, from the CommunityDownloads: 20+Get - Template
Lista kontrolna inspekcji turbiny wiatrowej
Kompleksowa lista kontrolna do inspekcji turbiny wiatrowej. Obejmuje identyfikację farmy i turbiny, warunki pogodowe i prędkość wiatru, dojazd i plac, obejście turbiny, schody, fundament, wieżę (wewnątrz i zewnątrz), powłoki malarskie i korozję, rozdzielnicę SN i stan SF6, piwnicę, podest ruchomy i punkty asekuracyjne, poziom „0” i dzienniki. W sekcjach gondoli i hubu: wał główny, przekładnia (poziom oleju, wycieki, odwilżacz), hamulec, sprzęgło, generator, układ hydrauliczny i elektryczny, chłodnice, przewody, filtry, wciągnik/suwnica/żuraw. Uwzględnia BHP: gaśnice, oczomyjki, apteczki, desender (przeglądy i parametry), oświetlenie awiacyjne, stację pogodową, dach oraz łopaty (odsłuch i inspekcje wizualne A/B/C).
by Adrian Detmer, from the CommunityDownloads: 20+Get - Template
Generator Service Checklist
This generator service checklist template standardizes routine maintenance for standby or prime power units. It covers visual inspections of the enclosure and exhaust, coolant and oil levels, fuel system leaks and tank levels, air filter cleaning, battery condition and charging, linkages and alarms, belts and radiator, and jacket water heater checks. It includes periodic tasks like changing filters, inspecting the turbocharger, cleaning the voltage regulator, checking main stator resistance, adjusting valve lash, and lubricating bearings. Technicians can start and test the engine, log RPM, voltage, frequency, current, temperatures, and oil pressure, document hours and findings, take oil samples, and capture signatures for completion.
by Louise Coombes, from the CommunityDownloads: 20+Get - Template
Drainage Maintenance and Cleansing Audit
This drainage maintenance and cleansing audit helps municipal and utility crews or contractors verify safe, compliant field operations. It covers traffic management setup, correct PPE usage, JSA availability and sign-off, alignment to job or works orders, satisfactory start and completion of works, site cleanup and reinstatement, and photo documentation. Fields include crew names, contractor selection, vehicle identification, and auditor details.
by Sam Hoskins, from the CommunityDownloads: 20+Get - Template
Checklist de APR (Análise Preliminar de Risco)
Este modelo de APR (Análise Preliminar de Risco) para fins educativos auxilia equipes a identificar perigos e definir controles antes da execução do trabalho. Inclui riscos elétricos (tensão indevida, curto-circuito), recomendações de EPI (luvas de borracha, uniforme antichama, óculos), sinalização de área com cones e fitas, controle de exposição a agentes químicos com detector de gases, iluminação adequada, prevenção de quedas de objetos e de escada, proteção contra animais e raios solares (perneira, bloqueador solar) e orientações de hidratação. Útil para treinamentos e conscientização em campo.
by Igor Cavalheiro Nobre, from the CommunityDownloads: 20+Get - Template
SE Switching Plan
This SE Switching Plan template supports safe electrical shutdowns and switching operations in accordance with CSA Z462 practices. It guides technicians and customers through assessing equipment condition, reviewing drawings and single line diagrams, defining roles and persons in charge, and agreeing on a clear, written switching sequence before work begins. The plan recognizes that switching may carry risk due to prior conditions outside the technician’s control and emphasizes collaboration with the customer to verify system status and determine proper procedures. If a process is deemed unsafe, technicians may stop the work. Use this template to document steps, responsibilities, and safeguards to minimize downtime and reduce the risk of injury or equipment damage.
by Craig Behnken, from the CommunityDownloads: 20+Get - Template
Checklist per Audit ISO 50001:2018
Questa checklist di audit ISO 50001:2018 supporta la valutazione della conformità del Sistema di Gestione dell’Energia (SGE). Include sezioni su contesto dell’organizzazione, leadership, pianificazione con SEU, EnPI e baseline energetica, supporto e competenze, comunicazione, controllo operativo, approvvigionamenti, progettazione, monitoraggio delle performance, audit interni, riesame della direzione e miglioramento continuo. Ideale per auditor e responsabili energia che vogliono strutturare verifiche, raccogliere evidenze e guidare azioni correttive per migliorare l’efficienza energetica.
by Marco Bergonzi, from the CommunityDownloads: 20+Get - Template
Tank Battery Facilities Audit Checklist
This checklist helps assess tank battery facilities at oil and gas well sites. Review signage, permits and documentation, fencing and guards, electrical and grounding, secondary containment, and housekeeping. Verify H2S monitoring, breathing equipment, PPE, fire extinguishers, fall protection, and lockout tagout. Use it during JSAs and crew inspections to improve compliance and safety performance.
by Bob Wiesman, from the CommunityDownloads: 20+Get - Template
Risikovurdering før arbeid på lavspenningsanlegg
Denne malen hjelper deg å gjennomføre og dokumentere en risikovurdering før arbeid på lavspenningsanlegg. Sjekklisten dekker krav i TEK og NEK 400, planlegging av jordingsanlegg og valg av overspenningsbeskyttelse. Den tar for seg forhold som skjult varme, våtrom og badstue, høy overflatetemperatur på lys- og varmeanlegg, samt installasjoner utendørs i jord eller luft. Den inkluderer også kontrollpunkter for inngrep i eksisterende anlegg, koordinering med andre fag og vurdering av kompetanse hos utførende personell.
by Per Einar Olsen, from the CommunityDownloads: 20+Get - Template
LEG Completions Frac Audit Checklist 2022
This LEG Completions frac audit checklist supports safe and compliant hydraulic fracturing operations. It covers site access and signage, frac tanks, hydration unit, blender, silos and sand handling, missile and pump trucks, high pressure hoses to the wellhead, wellhead and BOP verification, wireline and lubricator controls, crane certification and setup, accumulator placement, lighting and generators, eyewash readiness, personnel training and PPE, chemical labeling and SDS, fuel truck safety, and daily inspections for forklifts and manlifts. Use it to identify hazards, verify equipment condition, and document corrective actions.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
Power Generator Weekly Inspection Checklist
This weekly power generator inspection checklist helps teams maintain reliability and safety. It guides users to verify room and enclosure condition, remove combustibles, check coolant temperature, assess fuel levels, and confirm battery voltage and lead integrity. The checklist also covers operation of space and block heaters, alarm status, automatic mode, and capturing all LCD screen information. Use it to record findings, add action items or comments, and schedule corrective maintenance to reduce risk of failure and unplanned downtime.
by Carl Bylsma, from the CommunityDownloads: 20+Get - Template
Solar Photovoltaic Inspection and Servicing
Use this Solar Photovoltaic Inspection and Servicing checklist to evaluate PV systems end to end. Record meter status and readings, verify consumer unit protection and labeling, check inverter make, location, errors, ventilation, and isolation, and confirm energy production. Inspect the array for shading, panel damage, debris, and bird issues; verify DC strings and containment with photo evidence. Capture additional site items such as loft lighting and walkways. This template is a starting point and does not replace professional advice.
by Danny Pettifer, from the CommunityDownloads: 20+Get - Template
Vacuum Testing of Sewer Pipelines
This checklist supports vacuum testing of sewer pipelines in line with WSA06-2008-1.2, Clause 41.4.4. Capture project details, materials (uPVC, GRP, DI, MSCL, RC, PE), pipeline diameters and lengths, and test parameters including initial vacuum pressure of -80 kPa, 3-minute settle time, 3-hour hold time, and allowable 3 kPa loss. Follow steps for site setup, barricading, traffic control, and confined space procedures. Verify equipment, stabilize vacuum, hold and record results, add photos and remarks, and document approvals to demonstrate compliance.
by Cam Reid, from the CommunityDownloads: 20+Get - Template
BP Customer Solution Audit
This BP customer solution audit template helps evaluate hydrocarbon storage and dispensing needs across industrial environments. It guides users through business details, site access, and storage approvals, then assesses products stored, equipment filled, power sources, and tank size selection based on usage and delivery frequency. The checklist covers fuel management systems, automatic tank gauging, tanker unloading, filtration, and required emergency response equipment. It concludes with a summary of the recommended solution, logistics, and deployment considerations.
by David Richings, from the CommunityDownloads: 20+Get - Template
EV Charger Site Assessment Checklist
Use this comprehensive checklist to plan residential and commercial EV charger installations. Assess site supply type, transformer and MSB ratings, main switch, busbar chassis, spare capacity, metering and retailer details, and peak demand data. Document SLDs, phase amps, and required isolation. Plan cable runs, trays, and civil works such as trenching, coring, scanning, barricades, and traffic management. Evaluate charger location, bay dimensions, bollards, signage, concrete pads, and access for contractors. Capture networking needs (CAT6/fibre, data cabinet access, 4G) and futureproofing, then provide recommendations and next steps.
by JET Charge, from the CommunityDownloads: 20+Get - Template
Solar PV Maintenance Report - Polska
This Solar PV maintenance report template is designed for operations and maintenance teams to document inspections of photovoltaic plants. It covers visual, mechanical, and electrical checks across DC and AC systems, including module condition, thermographic records, inverter inspections, PV distribution board QGPV, cable routes, earth connections, and insulation tests. Sections for access requirements, labeling, monitoring, production counters, and detailed DC and AC measurements are included, plus observations, conclusions, and sign-off fields to standardize O&M reporting.
by Manutenção Next, from the CommunityDownloads: 20+Get - Template
KEL 004: Solar PV Project Completion Document
The KEL 004 Solar PV Project Completion Document guides teams through final installation sign-off. Capture roof layout photos, panels and clamps, sensor and weather station serials, cable trays and MC4 connections, inverter locations and serial numbers, monitoring and data logger details, PV generation meter readings, utility meter serials and import/export values, and router/SIM information. Record site access notes and client contact details to support commissioning and handover.
by Barry Sherry, from the CommunityDownloads: 20+Get - Template
Wind Turbine Service Report Form (SRF)
Use this SRF template to document wind turbine maintenance and repair visits from arrival to closeout. Record site and turbine details, reason for visit (maintenance, repair, inspection, oil change, CMS, QC, reset, EOW, major component replacement), work order and stop/start times, technicians and contractors on site, detailed work performed, inventory consumed, and punch list items.
by S L, from the CommunityDownloads: 20+Get - Template
Woodlands Electrical Test Record
Use this electrical test record to document consumer mains, submains, and final circuit checks. Capture supply details, MSB name and location, cable sizes, circuit protection types and ratings, and whether circuits are underground or overhead. Record insulation resistance, fault loop impedance, continuity, polarity, and RCD test results for each circuit. Include visual inspections, phase colors, and neutral details. Add technician name, license number, and a declaration of compliance with electrical safety regulations and AS3000:2018.
by DAYLE LOWRIE, from the CommunityDownloads: 20+Get - Template
Recloser Maintenance Checklist
Use this recloser maintenance template to document install date, employee name, pole ID, serial and manufacturing details, counter readings, phase configuration, and size or type selections. Capture comments, photos, sketches, and signatures to verify work and create a reliable service record. Ideal for power distribution teams maintaining pole mounted reclosers and improving reliability and safety across the network.
by Joe Wilson, 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.