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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
  • Auditoría de Estación de Servicio Malecón
    Template

    Auditoría de Estación de Servicio Malecón

    Plantilla de auditoría para estaciones de servicio enfocada en evaluar imagen, servicio, seguridad y operación. Cubre áreas de despacho y dispensarios, techumbre y faldón, tanques y venteos, anuncio, jardines, sanitarios y oficinas. Verifica limpieza, iluminación, señalización, extintores, rutas de evacuación y gestión de residuos peligrosos. Incluye revisión de equipos, uniformes del personal y cumplimiento del protocolo de servicio por bomba: saludo, confirmación de pedido, venta sugestiva, verificación de niveles, calibrado, cobro y despedida.

    by MARIO JOSE MARISCAL KU, from the Community
    Downloads: 20+
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  • Reporte de visita para estación de servicio
    Template

    Reporte de visita para estación de servicio

    Plantilla de reporte de visita para estaciones de servicio de la marca Total. Incluye secciones de seguridad (extintores, EPP, derrames), orden y limpieza, baños, mantenimiento de estación y de marca, uniformes, servicio al cliente y oferta de productos, análisis comercial de ventas de combustibles y lubricantes, seguimiento de promociones, inventarios y plan de acción, con campos de firmas para responsables y supervisores.

    by TOTAL MEXICO, from the Community
    Downloads: 20+
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  • GVW Internal Audit Form DWF1121
    Template

    GVW Internal Audit Form DWF1121

    Use this internal audit form to review drinking water operations and support DWQMS. Sections cover system documentation and awareness, process and verification data, critical control points, jar testing, filter and storage inspections, incident and emergency response, raw water controls, supernatant handling, online monitoring, coagulation dosing, settled water turbidity limits, and filter backwash management. Capture auditor comments, list CCPs and limits, confirm record keeping locations, and log actions for alarms or non conformance to strengthen compliance and public health protection.

    by Mark Banting, from the Community
    Downloads: 20+
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  • Consent to Survey - Remote and Regional Service Stations
    Template

    Consent to Survey - Remote and Regional Service Stations

    This consent form authorizes SafeWork NSW to contact remote and regional service stations for follow up surveys and research that aim to improve work health and safety initiatives. It collects PCBU details and privacy consent, outlining how information is used, stored, and shared with approved third parties in line with the Privacy and Personal Information Protection Act 1998. Participants can access, amend, or revoke consent at any time via the listed contact channels.

    by Simon Petley, from the Community
    Downloads: 20+
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  • Auditoría Técnica para Talleres Gazel - Terpel
    Template

    Auditoría Técnica para Talleres Gazel - Terpel

    Esta plantilla de auditoría técnica está diseñada para evaluar talleres del territorio Gazel–Terpel dedicados a conversiones a Gas Natural Vehicular (GNV). Incluye verificación de infraestructura (señalización NTC 1461, demarcación, rutas de evacuación, áreas de soldadura y extintores), herramientas especializadas (scanner, osciloscopio, multímetro automotriz, probador de fugas, compresor) y requisitos de personal y seguridad, facilitando la detección de no conformidades y la mejora continua.

    by Lina Nobles Gonzalez, from the Community
    Downloads: 20+
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  • Transformer Rectifier Inspection Report
    Template

    Transformer Rectifier Inspection Report

    This TR Inspection Report template supports field technicians performing maintenance on transformer rectifier units used in cathodic protection and related utilities applications. Record TR and site details, TR and supply type, fuse size, and confirm DC cable connections. Check for the presence and power status of an Abriox Merlin monitor, capture photos of the installation and monitoring unit, note function location numbers, identify faults, and add supporting images and descriptions. Use this checklist to standardize inspections, improve asset reliability, and document corrective actions.

    by Richard Draper, from the Community
    Downloads: 20+
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  • SLG and Permit Audit Report
    Template

    SLG and Permit Audit Report

    This SLG and permit audit report template helps electricity distribution teams assess traffic management and streetworks compliance. Inspect signing, lighting and guarding, safety zones, barriers, pedestrian control, and traffic control methods such as two way signals, lane or road closures, and stop or go boards. Verify permit conditions match the site setup, record contractors and team names, capture locations and dates, add comments, and collect auditor signatures. Use it to document failures, corrective actions, and follow up questions.

    by James Storah, from the Community
    Downloads: 20+
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  • Bomba diesel - Lista de verificación de mantenimiento
    Template

    Bomba diesel - Lista de verificación de mantenimiento

    Esta lista de verificación en español ayuda a evaluar el estado y operación de una bomba diesel. Cubre tablero de control, cargadores y bancos de baterías, línea piloto, manómetros, válvulas, líneas de combustible, tanque, escape, lubricación, anclaje y pruebas de arranque y paro. Incluye simulaciones de fallas, registros de horas y criterios de presión, temperatura, aceite y RPM para un mantenimiento seguro.

    by Martin Vizcarra, from the Community
    Downloads: 20+
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  • Eaton EHS Safety Checklist (LMRA)
    Template

    Eaton EHS Safety Checklist (LMRA)

    This Eaton EHS Safety Checklist (LMRA) supports a quick, last-minute risk assessment before electrical work. It guides teams to verify RAMS coverage, identify all LOTO points, and ensure adequate arc flash controls. Users confirm awareness of site emergency procedures, required PPE and personal LOTO, adjacent live parts, signage and barriers, and the presence of a safety person for hazardous or lone-working tasks. The checklist prompts hazard documentation with photos, job categorization per Eaton JSR criteria, and critical verifications such as avoiding lifting neutral conductors on LV 4‑wire systems. A pre-start team meeting and sign-off confirm that all controls are in place before commencing work.

    by Dene Austin, from the Community
    Downloads: 20+
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  • Energy Audit Template
    Template

    Energy Audit Template

    Use this Energy Audit Template to evaluate building energy performance across lighting, HVAC, insulation, and controls. Capture utility account access, review bills, and document solar panels, BMS settings, boilers, heat pumps, and RTUs. Inspect rooms and zones for set points, ventilation, and gaps, and record equipment details for kitchens, restrooms, and mechanical spaces. Standardize assessments, identify savings opportunities, and streamline facility energy management.

    by Fa Nc 1, from the Community
    Downloads: 20+
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  • RESCo Maintenance Checklist
    Template

    RESCo Maintenance Checklist

    This RESCo Maintenance Checklist is designed for solar PV system upkeep across rooftop installations. It guides technicians through module cleanliness, array inspections, shading and debris checks, corrosion checks on grounding and frames, and cleaning recommendations. Electrical steps cover DC and AC wiring, combiners and re-combiners, disconnects, conduit integrity, and IR thermography of connections. It also includes torque verification on field and factory connections, weather station and sensor checks, data acquisition verification, and detailed inverter maintenance tasks such as inspecting seals, recording fault codes, and filter cleaning. The checklist captures safety considerations, photo evidence, comments, and action items for follow up, with sign off at completion.

    by Terrence Haynes, from the Community
    Downloads: 20+
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  • Schneider Electric POWRA and LOTO
    Template

    Schneider Electric POWRA and LOTO

    This Schneider Electric POWRA and Lockout Tagout checklist guides teams through point of work risk assessment and safe electrical isolation. It covers preparation with drawings and briefings, required PPE for shock and arc flash, and step-by-step controls: remove load, isolate all conductors, secure isolation with personal locks and tags, verify absence of voltage with a rated tester, apply earthing or short-circuiting where required, and protect adjacent energized circuits. Includes roles for SE and customer persons in charge, switching schedule, group lock box option, SF6 considerations, and signature sign-on for the full work team.

    by Jeremy Rigby, from the Community
    Downloads: 20+
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  • Septic Inspection Checklist
    Template

    Septic Inspection Checklist

    This septic inspection checklist helps inspectors and contractors assess new or existing septic system installations. Capture site information and septic module numbers, verify approved plans, confirm installer details, and record inspection dates. Evaluate setbacks, document any changes from approvals, and attach photo evidence. Prompt plumbers for as-built documentation, add general comments, and finalize findings with officer name and signature. Use this template to standardize septic inspections, improve record keeping, and support compliance with local requirements.

    by Jacinta McKinlay, from the Community
    Downloads: 20+
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  • Domestic Heating Installation Survey
    Template

    Domestic Heating Installation Survey

    A structured checklist for domestic heating installation surveys covering property details, safety information, asbestos survey status and risk assessment. The technical survey records bonding and earthing, gas supply and meter location, existing boiler make and model, flue type, faults and stop tap location. It captures system type, required building works and materials, radiator and pipework details, floor structures, water outlets and shower type, and kitchen tap flow rate. New system planning includes boiler size and location, flue type, condensate route, heating controls and cylinder details. Includes materials list, photo prompts and final sign off by occupant and engineer.

    by Gary Bowen, from the Community
    Downloads: 20+
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  • Iowa DNR Dam Inspection Report
    Template

    Iowa DNR Dam Inspection Report

    Use the Iowa DNR Dam Inspection Report template to evaluate embankments, upstream and downstream slopes, internal drainage and seepage, principal and auxiliary spillways, gates, and outlet conditions. Document field conditions, water levels, vegetation, erosion, animal burrows, cracks, and structural integrity. Capture photos, sketches, measurements, and notes, then record recommendations, maintenance actions, and an overall condition rating from satisfactory to unsatisfactory. Designed for routine dam safety assessments and compliance reporting.

    by Jonathan Garton, from the Community
    Downloads: 20+
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  • HtG Gas Safety Inspection Checklist
    Template

    HtG Gas Safety Inspection Checklist

    Use this HtG Gas Safety Inspection template to document plumber details and licensing, site and customer information, and key checks across gas installations and appliances. Assess LP gas cylinders, regulators and pigtails, perform leakage tests, confirm appliance isolation valves, electrical safety, adequate ventilation, and clearances to combustibles. Record compliance against AS 4575, identify faults and required remedial actions, and complete a declaration with date and signature. Ideal for plumbers, gasfitters, and facility teams to standardize inspections and improve safety compliance.

    by Mark Sullivan, from the Community
    Downloads: 20+
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  • CVSG PM EL02 - Switchboards
    Template

    CVSG PM EL02 - Switchboards

    Use this annual preventive maintenance template to conduct a comprehensive visual inspection of electrical switchboards. Record asset details, current and fault ratings, and perform thermographic scans to identify hotspots. Verify compliance with Australian Wiring Rules, check labeling, terminations, earthing, enclosure integrity, and cleanliness. Rate condition and risk, attach photos before and after cleaning, and log defects with standardized repair codes. Capture loads, notes, due dates, and estimated budgets to plan corrective actions.

    by Patrick Vandeleur, from the Community
    Downloads: 20+
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  • Wind Turbine Safety Inspection (WTG) Checklist
    Template

    Wind Turbine Safety Inspection (WTG) Checklist

    Use this WTG safety inspection checklist to assess wind turbine components and site readiness. It covers access units and rope systems, jacket or GBF cleanliness, service and davit cranes, ladders, cameras, and tower areas including doors, hatches, fire extinguishers, service elevator, PPE for HV switching, gas levels in switchgear, first aid kits, IP phones, safety boxes, ladders and platforms, and lighting. In the yaw area and nacelle, it checks for oil or grease leaks, hoist and crane function, ABB switchgear operation and noise, housekeeping, eyewash, rescue devices (SKED, Milan), and emergency equipment. Ideal for routine turbine audits to enhance safety and compliance.

    by Sebastien Beckord, from the Community
    Downloads: 20+
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  • TOTAL Reporte de visita a estaciones de servicio
    Template

    TOTAL Reporte de visita a estaciones de servicio

    Lista de verificación para visitas a estaciones de servicio de la marca TOTAL. Cubre condiciones de seguridad y orden, extintores, EPP, limpieza y ausencia de derrames. Evalúa atención al cliente en pista, uso de uniformes, oferta de combustibles y lubricantes, servicios de baños y otras condiciones. Incluye plan de acción con responsables y fechas, seguimiento y evidencia para la siguiente visita.

    by GABRIELA TORRES, from the Community
    Downloads: 20+
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  • Fall Preventative Maintenance Checklist
    Template

    Fall Preventative Maintenance Checklist

    This fall preventative maintenance checklist guides technicians through seasonal service of warehouse refrigeration systems. Tasks include verifying electrical connections and controls, recording voltages and suction points, checking compressor oil and refrigerant levels, inspecting condensers and fan motors, confirming leak detector performance and alarm notifications, and reviewing controller alarms and overrides. It covers door seals, airflow, lighting, glycol system checks, and rooftop refrigeration air handlers. Fall-specific actions (Aug 1–Oct 31) include cleaning produce cooler evaporators and drains, servicing self-contained cases, replacing filters in specified detectors, and performing oil acid tests and EVAC pump performance checks. The checklist ends with notes and required signatures.

    by Pete Beltran JR, from the Community
    Downloads: 20+
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  • TasWater Customer Connections Variation Claim
    Template

    TasWater Customer Connections Variation Claim

    Use this TasWater Customer Connections Variation Claim form to submit variations within 24 hours of discovery. Capture detailed reasons and photo evidence, identify TasWater contacts consulted, and record customer/site contact details and outcomes. Log original and anticipated completion dates to reflect schedule impact. Enter variation cost amounts with a line-item breakdown and totals, and sign off with panel member details. Designed for approved panel members handling water and wastewater connection works.

    by Connections Mailbox, from the Community
    Downloads: 20+
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  • Service Station HSEQ Assessment Checklist
    Template

    Service Station HSEQ Assessment Checklist

    This Service Station HSEQ Assessment checklist supports on-site health, safety, environmental, and quality reviews for fuel retail sites. It covers pumping equipment condition, hose integrity, breakaway couplings, calibration, bollards, signage, forecourt surfaces and canopies, vent pipes, underground tanks and dip points, interceptor pits, ID signage, and tanker access. It also verifies emergency readiness including contacts, extinguishers, spill kits, stop buttons, and SDS, plus CCTV, store security, and certifications like HSNO, stationary tank, electrical, and Building Warrant of Fitness.

    by Michael Jones, from the Community
    Downloads: 20+
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  • Solar Installation Report Roof V10
    Template

    Solar Installation Report Roof V10

    This solar installation report template helps teams document roof mounted photovoltaic installs from start to finish. Capture pre installation roof photos, note existing damage, record scaffolding and tags, and measure exposed tile width and height. During install, document rafters, hook and rail placement, and DC cable entry. After install, photograph panel array edges and completed arrays, verify cable security under panels, and record bird protection and jumper cables. Log optimizer serial numbers and their positions within arrays, note and rectify any damages, and add ground level photos where visible. Complete installer declarations covering cable integrity, mechanical and UV protection, watertightness, cleanliness, site safety, and ladder guard. Conclude with customer confirmation aligned to MCS guidelines and final sign off.

    by Bilal Islam, from the Community
    Downloads: 20+
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  • NREC Tailgate Safety Briefing Checklist
    Template

    NREC Tailgate Safety Briefing Checklist

    Use this NREC tailgate safety briefing sheet to plan work and control risk before the job starts. Document crew leaders and members, work order and rescue address, and discuss potential hazards, procedures, and special precautions. Record required PPE, verify source control and line grounds, check hot tools and vehicle grounding, confirm traffic control, and set up aerial lifts. Complete DOT walk-arounds, set outriggers on pads, and capture signatures to confirm readiness and accountability.

    by Stephen Miller, 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.