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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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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
Commercial Solar Site Inspection Checklist
This commercial solar site inspection template helps assess roof sections, orientation and pitch, fixings, and shading; review incoming supply cabling and transformer details; document meterbox and main switchboard location, ratings, and space for solar breakers; plan inverter location and measurements; and capture existing system details, including inverter and panel labels and quantities. Add photos, measurements, and installer notes to create a complete pre-installation site survey for commercial PV projects.
by Wayne Hinton, 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
Hazardous Substances Audit Checklist
Use this hazardous substances audit to verify identification, MSDS availability, labeling, worker training, and risk assessments on contractor sites. Includes sections for record keeping, corrective actions, and signatures. Suitable for water utilities, local government, and contractors seeking safety and compliance.
by James Pither, 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 - Template
AD Public Safety Audit
This AD Public Safety Audit helps utilities and local government contractors ensure public safety around construction and excavation works. It verifies local council permit requirements, secure site controls, traffic management, dust and debris mitigation, scaffolding and guarding, mud control on roads, and safe work in public spaces with barricades and signage. The checklist drives corrective actions and sign-offs by the Gippsland Water responsible officer, auditor, and contractor representative.
by James Pither, from the CommunityDownloads: 20+Get - Template
AAD Station Fuel Management Self Assessment Checklist 2019
Use this checklist to audit station fuel management against AAD Operations Manual requirements and station fuel spill contingency plans. Verify spill response access, environmental training frequency, maintenance of bulk fuel farms, testing of refuelling equipment, and availability of manuals and records. Guide responsible managers and station teams through compliance checks, evidence capture, and follow up actions to improve safety and environmental protection.
by Jax Fisher, from the CommunityDownloads: 20+Get - Template
Tool Inspection 2.0 Checklist
Tool Inspection 2.0 is a practical checklist for field crews to verify the condition and presence of PPE and hand tools before work. It covers electrical rated rubber gloves and leather protectors, hard hats, safety glasses, hearing protection, reflective vest, knives, pliers, wrenches, tape measures, sleeves, tool holders, fall restraint devices, climbing belts, hooks, straps, and pads. Use it to document dates, locations, inspector names, and signatures, and to improve safety and regulatory compliance.
by Dan Ulhorn, from the CommunityDownloads: 20+Get - Template
QC Checklist for Linework Inspection
This QC checklist supports utility linework inspections across overhead and underground works. It covers pole plumb and orientation, backfill levels, hardware and anchor installation, guy tensioning, signage, ground and communication clearances, and site cleanup. It also includes checks for transformers, switches, risers, ADSS fiber hardware and damage, underground enclosures, trench depth, screening and caution tape, and terminations. Use it to document defects, reference specifications, and ensure consistent quality in the field.
by Terry Lowen, from the CommunityDownloads: 20+Get - Template
ISO 50001 Energy Management System Audit Checklist
This ISO 50001 System Audit Checklist helps organizations assess and improve their Energy Management System. It guides auditors through verifying energy policy communication, conducting energy reviews, identifying significant energy uses, and setting benchmarks and KPIs. The checklist covers legal and other requirements, operational controls, document and record control, and competence, awareness, and training. It also includes internal audit planning, management commitment and review inputs and outputs, and processes for corrective action and continual improvement to enhance energy performance.
by Arun venkatesh, from the CommunityDownloads: 20+Get - Template
LLS HSEQ Field Audit Checklist (Full)
A comprehensive HSEQ field audit checklist for utilities crews working on water and sewer assets. Covers crew verification and competencies, PPE, pre-starts and SWMS/JSEA, chemical and compressed gas safety, electrical safety and tagging, environmental controls and spill response, detailed traffic management requirements, quality and work practice checks for water mains, fittings, services and meters, sewer activity hygiene and public health safeguards, excavation planning and controls, vehicle and mobile plant compliance, confined space entry permits and rescue planning, and asbestos cement pipework controls. Includes completion sign-off for audit leaders and team members.
by Keith Baker, from the CommunityDownloads: 20+Get - Template
Jones Lighting Ltd Site Safety Check
This site safety checklist for Jones Lighting Ltd is designed for electrical utilities and street lighting work. Use it to capture project details, document IR and continuity tests, verify loop impedance and polarity, record cut-out terminations and service joints, and note street lamp positions and dimensions. Ideal for field crews to standardize testing, ensure compliance, and maintain accurate records across installations and maintenance tasks.
by Rebekah La Franchie, from the CommunityDownloads: 20+Get - Template
Generator Circuit Breaker GCB Field Service Report
Use this structured internal field service report to document inspections, overhaul activities and maintenance of generator circuit breakers in power plants. Capture plant and unit details, GCB system family, power plant type, GMS600 upgrade info and commissioning data. Record execution details, engineer and job numbers, customer contact information, findings, required actions, parts, photos and signatures. Intended for internal ABB use; adapt to your procedures and regulatory requirements.
by Daniel Love, from the CommunityDownloads: 20+Get - Template
HSE Systems and Drilling Rig Inspection Audit
This HSE Systems and Drilling Rig Inspection Audit checklist helps oil and gas teams evaluate safety and compliance across the rig. It covers accumulator and BOP controls, rig floor and derrick components, shale shakers, mud tanks and mixing areas, diesel and bulk storage, generator houses and engines, mud pumps, dog houses, cellar and substructure, choke manifold, pipe racks and catwalk. It includes HSE program verification such as manuals, training records, orientations, equipment inspections, CAT III/IV certifications, safety meetings, JSA, emergency drills, permitted operations (confined space, hot work, LOTO), incident reporting, BBS, and site postings. Aligns with OSHA, API RP54, NFPA, and NEC.
by Kaneissa Pairett, from the CommunityDownloads: 20+Get - Template
Evolve Home Energy Property Survey V3
This comprehensive home energy property survey template supports retrofit assessments and potential measures under PAS 2035. Capture client and property details, access constraints, and detailed survey data for cavity wall and loft insulation, party wall and underfloor checks, damp inspections, and external wall insulation. Include extraction assessments, ventilation checks, and options for air source heat pumps and solar PV. Built in risk assessments, compliance documentation, measurements, and quotation sections help standardize surveys and streamline installation planning.
by Mitchell Randle, from the CommunityDownloads: 20+Get - Template
AECI/AECC Dielectric Testing Checklist
This AECI/AECC dielectric testing checklist supports utility crews in documenting high-voltage inspections of aerial devices and insulating liners. Record key equipment details (manufacturer, unit, model, serial, department), environmental conditions (humidity), and test data, including upper boom and lower insert tests at 56 kV with leakage in microamps. Capture bucket liner tests at 100 kV, apply pass or fail outcomes, note decal application, and add comments. The form includes sections for tester and operator signatures, date and time of testing, and crew members. Use it to standardize compliance, traceability, and safety across electrical utility fleets.
by scott sander, from the CommunityDownloads: 20+Get - Template
Essential Energy On-Site Audit
Use this Essential Energy on site audit checklist to assess compliance and safety for utility field work. Verify personnel inductions and qualifications, contractor authorisations, and first aid readiness. Inspect vehicles and elevated work platforms, including signage, inspections, log books, emergency controls, harnesses, and fire equipment. Confirm safe storage of fuels and chemicals, availability of spill kits and MSDS, and that tools are tested and tagged. Review worksite controls such as risk assessment, SWMS, traffic control, drop zones, safety observer, electrical testing, and sealing of equipment. Include asbestos controls, correct PPE, switchboard preparation, and close out notes.
by Tommy Z, from the CommunityDownloads: 20+Get - Template
Asset Record - Northmore Gordon
Capture comprehensive asset information on site with this Asset Record template by Northmore Gordon. Document job ID, date, location, name and purpose, nameplate details, and general photos. Record control types such as manual, VSD, PLC, or SCADA, and add upstream and downstream piping images. Assess general state, note calibration or maintenance history, and include operational considerations like peak loads and turndown ratios. Ideal for plant audits, maintenance, and compliance across industrial and utility operations.
by Remi Cesaro, from the CommunityDownloads: 20+Get - Template
Air Source Heat Pump Completion Document
This air source heat pump completion document helps installers commission and hand over a new system. Record site details, equipment make and model, serial numbers, and required photos. Verify electrical tests including resistance to earth and short circuit checks, confirm sensor readings, and set control parameters such as heat curve, flow temperatures, domestic hot water start and stop, auxiliary power, and legionella cycle. Check unit installation and clearances, base or brackets, vibration isolation, condensate drainage, and insulation. Assess the central heating system including emitter types and count, system pressure, expansion vessel charge, flushing and cleaning, water treatment, pump settings, and inhibitor. Confirm controls setup and customer handover in line with MIS 3005 requirements. Capture radiator and controls images and collect engineer and customer signatures with date and time.
by Steve Reynolds, from the CommunityDownloads: 20+Get - Template
Offshore Tank Container On-Hire Inspection Report
This on-hire inspection template helps verify the readiness and compliance of offshore tank containers before rental or deployment. Capture asset details such as owner number, manufacturer serial, MAWP, capacity, and manufacturer. Record certification history including last periodic test, PRV test, and NDE of padeyes. Inspect data plates, sling sets and shackles, vacuum readings, tank and frame condition, process valves and PRVs, gauges and pressure readings, and other service equipment like vaporisers and vacuum ports. Attach photographic evidence, review contents charts and P&ID, and add comments to document findings for 10 and 12 ft tanks.
by Juan Cruz Rivera, from the CommunityDownloads: 20+Get - Template
Water Processing Facility Inspection
Use this bi-weekly inspection checklist to assess water and wastewater processing facilities, including wastewater treatment plants, fire pump houses, and water plants. Sections cover building exterior and access, stairways, fire protection, WWTP unit condition, chemical storage and PPE, emergency response equipment and procedures, record keeping and permits, preventative maintenance logs, and effluent loading controls. Ensure safe operations, environmental compliance, accurate documentation, and timely corrective actions with supervisor, management, and HSE reviews.
by Surmont 2, 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.