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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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2,772 results
  • Vectren ED Operating Center Safety Audit
    Template

    Vectren ED Operating Center Safety Audit

    This Vectren ED Operating Center Safety Audit checklist supports safety and compliance across utility operating centers. It covers program administration and required postings, general housekeeping, materials handling and storage, forklifts, ladders, PPE, hand and power tools, fire prevention, flammable liquids and compressed gases, HAZCOM labeling and chemical management, welding and cutting controls, fleet safety, and confined spaces. The checklist references applicable OSHA standards and Vectren policies, helping teams verify conditions, equipment readiness, signage, inspections, and employee protections. Use it to document observations, add photos, and note corrective actions during routine operating center audits.

    by Roy Adams, from the Community
    Downloads: 20+
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  • J and E Hall Annual Water Treatment Review
    Template

    J and E Hall Annual Water Treatment Review

    This annual water treatment review checklist is designed for sites with evaporative cooling towers and condensers. It guides reviewers through plant room hygiene, chemical storage and bunding, dosing equipment, and documentation such as COSHH and MSDS. It covers detailed tower inspections including drift eliminators, spray nozzles, brominator condition, access safety, and leak checks. The template also verifies legionella risk assessments and written schemes, management roles and communication, weekly and monthly service reporting, dipslide trends, and legionella sampling. It includes records for cleaning and disinfection, method statements, maintenance schedules, shutdown and start procedures, service agreements, and supporting technical documents.

    by Mathew noon, from the Community
    Downloads: 20+
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  • Environmental Evaluation Checklist
    Template

    Environmental Evaluation Checklist

    This Environmental Evaluation checklist helps environmental and facility managers audit oil and gas and waste management operations for regulatory compliance. It covers document verification (permits, manifests, training, contingency plans), stormwater and SWPPP, SPCC, NORM controls and licensing, sampling and waste screening equipment, transfer hoses and piping, dockside/USCG requirements, hopper barges, disposal wells, and D‑listed areas. It also checks housekeeping, secondary containment, ASTs, mobile equipment, signage, lighting, and emergency preparedness to reduce environmental risk and ensure adherence to LDNR, LDEQ, TCEQ, RRC, EPA, and USCG rules.

    by Chip LeBouef, from the Community
    Downloads: 20+
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  • On-site Sewage Management Assessment Sheet
    Template

    On-site Sewage Management Assessment Sheet

    This on-site sewage management assessment sheet from Shoalhaven City Council guides inspectors through planning, site risk assessment, and detailed evaluation of septic tanks, AWTS, trench and irrigation systems. It covers inspection reasons, system types, disposal methods, buffer distances to dwellings and waterways, and performance standards to prevent disease, odours, and water contamination. The checklist prompts evidence capture with photos, notes, and signatures, records risk rankings and outcomes, and supports issuing approvals or corrective actions. It includes guidance on protecting systems, common design calculations for trenches and irrigation areas, and references for further information.

    by Jason Haig, from the Community
    Downloads: 20+
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  • Dangerous Goods Audit Checklist
    Template

    Dangerous Goods Audit Checklist

    Conduct a thorough dangerous goods audit for contractors working on water utility sites. This checklist covers MSDS currency, PPE requirements, first aid provisions, training records, and site familiarity. Verify safe handling and storage of flammable and combustible liquids, LPG cylinders, and oxy welding sets. Include controls for explosives, chemical bunding and ventilation, signage, and a current dangerous goods register aligned to Victorian regulations and EPA guidance. Use the findings to drive corrective actions and compliance.

    by James Pither, from the Community
    Downloads: 20+
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  • Septic System Inspection Report Template
    Template

    Septic System Inspection Report Template

    Use this septic system inspection report template to document tank location, type, and size; inlet and outlet baffle condition; pump station status; and leach field type and health. Capture site details, photos, and signatures, note failures or maintenance due, and create a clear record for buyers, inspectors, and service providers.

    by Steve Darden, from the Community
    Downloads: 20+
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  • Backflow Test Report
    Template

    Backflow Test Report

    This Backflow Test Report template helps technicians and water utility teams record all details from backflow prevention assembly tests. Capture assembly type and serial number, gauge make, model, and calibration date, then document RP, DC, PVB, and SVB test results including check valve leakage, relief valve operation, and pressure readings in PSI/PSID. Mark pass or fail outcomes, add remarks, and complete tester certification with name, certification number, and date or time. Use this form to standardize inspections, maintain regulatory compliance, and ensure safe potable water systems across facilities and municipalities.

    by Botha CG, from the Community
    Downloads: 20+
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  • T3 Chiller Plant Room Electrical Consumption Log
    Template

    T3 Chiller Plant Room Electrical Consumption Log

    Track and record electrical consumption in a chiller plant room with a structured daily log. Capture kWh readings for MCC 1/1, MCC 1/2, MCC 2/1, MCC 2/2, and CT across each day of the month, organized by shift. Includes title page details, site and personnel info, month and year selection, daily date fields, and a final sign-off with remarks and technician signature to ensure accurate, audit-ready energy records.

    by Ling Gim Jian, from the Community
    Downloads: 20+
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  • Metering Test and Commissioning Service Record
    Template

    Metering Test and Commissioning Service Record

    Use this metering test and commissioning service record to document energy meter installation and commissioning. Log meter identification, location, cabling, labeling, electrical and communication terminations, CT ratios, Modbus addresses, operational checks, and comments. Capture commissioning dates, site details, preparer information, and customer signature for sign off. Helpful for electrical contractors, commissioning engineers, and facility teams to verify installation quality and maintain records.

    by Bilal Dabboucy, from the Community
    Downloads: 20+
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  • KEL 006 Standard Operations and Maintenance
    Template

    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 Community
    Downloads: 20+
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  • Checklist Inspeksi Rectifier
    Template

    Checklist Inspeksi Rectifier

    Checklist Inspeksi Rectifier ini membantu teknisi mencatat lokasi, merek, nomor seri, kapasitas, dan tahun pemasangan. Lakukan pemeriksaan kebersihan, pembumian, alarm, serta pengukuran tegangan dan arus input AC. Catat parameter DC (floating, equalizing, boosting) termasuk Pos-Ground, Neg-Ground, Pos-Neg, dan arus, serta arah beban. Sertakan dokumentasi foto name plate, unit, dan lingkungan, serta identitas pelaksana. Cocok untuk pemeliharaan berkala di fasilitas kelistrikan dan telekomunikasi.

    by Dwi Payana, from the Community
    Downloads: 20+
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  • UETTDRRFO6B Low Voltage Compliance
    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 Community
    Downloads: 20+
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  • Checklist Inspeksi Tier 1 dan 2 Kubikel GH GD GI
    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 Community
    Downloads: 20+
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  • STW Estates Quality Audit - Derbyshire
    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 Community
    Downloads: 20+
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  • Solar PV Survey Checklist
    Template

    Solar PV Survey Checklist

    This Solar Survey checklist guides site assessors through a complete pre-install evaluation for residential or small commercial PV systems. Capture property and occupant details, roof covering and condition, inclination, orientation, shading, and key dimensions. Record loft access, inverter location, and structural information including truss sizes and spacing. Identify obstructions, flues, and scaffolding access needs, with gas isolation notes where relevant. Document AC supply characteristics, meters and consumer unit details. Support dynamic risk assessment, PPE requirements, public safety, parking and access, and neighbor permissions. Conclude with a surveyor declaration and photo evidence.

    by Paul Mclean, from the Community
    Downloads: 20+
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  • Risk Management Compliance Agreement
    Template

    Risk Management Compliance Agreement

    This Risk Management Compliance Agreement template helps organizations formalize safety and compliance practices across fuel operations. It covers new oil client inspection requirements, propane duty-to-warn communications for new customers, out-of-gas procedures with proper tagging, and a written light duty or return-to-work program to support injured employees. Use this template to acknowledge policies, document annual reviews, and ensure procedures align with current industry standards.

    by Don Houde, from the Community
    Downloads: 20+
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  • CPO/THBMS SHOC Report Template
    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 Community
    Downloads: 20+
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  • Daily Pre-Start and Weekly Toolbox Meeting
    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 Community
    Downloads: 20+
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  • System Reference Checklist for Standby Emergency Power
    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 Community
    Downloads: 20+
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  • HSE Inspection and Audit Checklist for Pertamina
    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 Community
    Downloads: 20+
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  • APR Elétrica: Riscos e Medidas de Segurança
    Template

    APR Elétrica: Riscos e Medidas de Segurança

    Este modelo de Análise Preliminar de Risco para atividades elétricas orienta a identificação de perigos e controles antes do trabalho. Cobre ações essenciais como identificação dos pontos de intervenção, seccionamento, impedimento de reenergização, teste de ausência de tensão, aterramento temporário e sinalização. Lista EPIs e EPCs recomendados, incluindo luvas isolantes, óculos, capacete com visor, bastões e ferramentas isoladas, uniforme antichama e botas. Também aborda riscos de curto-circuito, trânsito de veículos, produtos químicos, iluminação inadequada, queda de objetos e escadas, exposição solar, presença de animais e níveis de ruído, além de medidas de monitoramento de gases e delimitação da área de trabalho. Útil para equipes de manutenção e operação em redes e instalações elétricas.

    by Igor Cavalheiro Nobre, from the Community
    Downloads: 20+
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  • PRA WISEE Bridging Cables Inspection Form
    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 Community
    Downloads: 20+
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  • Work Clearance Form (WCF)
    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 Community
    Downloads: 20+
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  • LEG Drilling Rig Inspection (Weekly) 2023
    Template

    LEG Drilling Rig Inspection (Weekly) 2023

    This weekly drilling rig inspection checklist helps supervisors and HSE teams assess rig access and signage, living quarters, BOP and well control equipment, accumulator, choke manifold, substructure, mud tanks and pumps, generators and VFDs, doghouse, rig floor, derrick, top drive, toolhouse, fuel and water systems. It reinforces general safety practices, permits, spill containment, housekeeping, and crew training requirements, supporting compliance and uptime on oil and gas locations.

    by Kenneth Phillips, from the Community
    Downloads: 20+
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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.