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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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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
Water Quality Laboratory Safety Induction
This safety induction checklist helps orient new staff in a water quality laboratory. It covers emergency response and evacuation steps, alarm systems, safety stations, and the location of fire fighting equipment. It highlights required PPE, access to MSDS, chemical storage, hazardous waste disposal, fume hood operation, and housekeeping. It also outlines first aid procedures and contacts, task risk assessments, and the rules for training and authorization before using equipment.
by Muhsen Aljada, 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 Checklist
Use this Solar PV Service Checklist to perform a comprehensive service of solar installations. Record site details, inspect modules and mounting, verify wiring supports and earthing, check DC and AC isolators, validate inverter condition, and complete anti-islanding tests. Capture string test data, insulation resistance, and production outputs, then summarize findings and recommended repairs.
by Joshua Watson, 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 - Template
S and C Team Member Safety Review 2015
This field service safety review helps supervisors assess S and C team members against critical electrical and job site safety practices. It covers job specific documentation, emergency information, and site readiness. Inspect PPE availability and condition including arc rated clothing, face shields, rubber goods, and hearing protection. Verify electrical safety controls such as arc flash boundaries, barricades, testing equipment calibration, and lockout tagout for all energy sources. Check extension cords and insulated tools, fall protection, hot work permits and fire watch as required. Include ergonomics and lifting techniques, hydration, and housekeeping. Confirm current training for first aid, CPR, AED, blood borne pathogens, fall protection, PPE, LOTO, arc flash, confined space, basic electrical safety, fire extinguishers, and hazard communication. Record nonconformances, assign follow up actions, and capture required signatures.
by Joe Barrios, from the CommunityDownloads: 20+Get - Template
Red Energy Warranty Card for Installations
Complete the Red Energy Warranty Card with every installation to record customer and installer details, reseller and branch information, and key system data. Capture system type selections such as borehole or pressure pumps, residential or commercial grid tie, off-grid, and battery backup. Log serial numbers for inverters, solar panels, batteries, motors, and pump control boxes. Document utility readings, wiring and fuse connections, battery voltage, string counts and voltages, and attach panel installation photos. Finish with commissioning checks, including CarbonTrack status and serial, to ensure traceability and warranty support.
by Eon Geldenhuys, from the CommunityDownloads: 20+Get - Template
PSU OPP Safety Utilities Job Safety Analysis
This Utilities Job Safety Analysis template helps crews plan safer work before starting. Capture project details and photos, list tasks, identify hazards such as electrical shock, cave-ins, falls, chemicals, and moving machinery, and select controls like PPE, fall protection, shoring, spotters, proper rigging, and SDS review. Record weather, required tools, and training. Verify permits and inspections including PA One Call, hot work, scaffold, aerial lift, forklift, confined space, energized electrical work, trench and vehicle pre-trip. Collect crew signatures to confirm the JSA was reviewed.
by Elizabeth Fisher, from the CommunityDownloads: 20+Get - Template
SMEC Water Inspection and Audit Form
This SMEC Water Inspection and Audit Form helps inspectors and contractors verify compliance on water infrastructure works. Covering site management and OHS, it includes checks for PPE, trench excavation per MRWA-W-202, pipe laying to MRWA-W-103 with witness marks and alignment, embedment and backfill to MRWA-W-201, clearances to other services per WSA03 Table 5.2, and thrust blocks to MRWA-W-205A/B. Record water type (drinking or non-drinking), pipe material and diameter, dates of manufacture, and compliance status, and attach photos for evidence. Suitable for trafficable and non-trafficable areas.
by James Sorraghan, from the CommunityDownloads: 20+Get - Template
Advice and Investigation Checklist
Use this Advice and Investigation checklist to log advice requests, assess issues, and record findings for electrical supply and metering. Capture site details, location, point of attachment, meter position, group meter box, and other issues. Provide advice, attach photos, notify requesters, and document outcomes. Designed for utilities field teams and contractors working on distribution assets, this template standardizes investigations and supports safety, quality, and compliance reporting.
by Paul Downes, from the CommunityDownloads: 20+Get - Template
Avtale om arbeid nær ved høyspent luftledning
Dette er en mal for avtale ved arbeid nær høyspent luftledning. Skjemaet hjelper tiltakseier og Statnett å avklare arbeidsområde, gyldighetsperiode, referanser, maskin- og utstyrsgrenser, maks rekkevidde, parkering etter arbeidstid og hvem som er instruert. Inkluderer felter for kontaktinformasjon, linje- og masteopplysninger, skisser og bilder. Brukes for å sikre etterlevelse av sikkerhetskrav ved arbeid innen 30 meter fra ytterfase.
by Alf Olaussen, from the CommunityDownloads: 20+Get - Template
IEA Gearbox Inspection Report
This IEA Gearbox Inspection template supports technicians performing uptower repairs on wind turbines. It guides users to capture customer and site details, turbine number and address, scope of work, and repair completion date. Technicians can document gearbox nameplate and serial numbers, inspection and report dates, responsible personnel, and contact phone numbers. The checklist prompts photo evidence of disassembly, components, and notable findings such as oil leaks, along with comments for each step. It also includes an Additional Information section to attach media and summarize observations, helping standardize documentation and ensure thorough, compliant records for gearbox maintenance.
by Jaime Carrasco, from the CommunityDownloads: 20+Get - Template
EHES ECO3 Home Energy Survey Checklist
Use this ECO3 home energy survey checklist to assess residential properties for energy efficiency upgrades. The template captures client and property details, heating appliances and flues, access requirements, and inspection types including cavity wall, loft, party wall, extraction, floor insulation, and damp. It supports PAS 2035 compliance with pre-installation checks, risk assessments, ventilation and safety considerations, and installer/customer sign-offs. Attach ECO compliance documents, evidence and photos, and generate quotations for measures. Ideal for assessors and installers managing ECO3 surveys, cavity wall and loft insulation, and related retrofit works.
by Steve Jennings, from the CommunityDownloads: 20+Get - Template
Fault Report Template for Turbine Maintenance
This fault report template helps technicians document turbine issues end to end. Capture the fault details, steps taken to rectify, parts used and quantities, and whether further work is required. Log parts removed with manufacturer, model, and serial numbers, and record if the turbine is back in operation. Includes personnel and technician sign-off fields to ensure accountability and clear maintenance records.
by Michael Appleby, 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.