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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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Gas Audit Checklist
Use this gas audit template to assess van readiness and PPE, verify engineer credentials, and inspect appliances to manufacturer instructions. Record gas pipe sizing and support, flue integrity, ventilation, condensate and relief terminations, electrical isolation and tests, combustion analysis, spillage and tightness tests, and safety device operation. Capture defects, photos, calibration checks, and customer instruction. Include signatures for auditor and operative to document compliance and safe working practices.
by Dale Stones, from the CommunityDownloads: 20+Get - Template
Hazardous Waste and Storm Water Inspection Report
This monthly facility inspection report template helps EHS teams assess hazardous waste container condition, labeling, accumulation time, and storage area compliance. It covers storm water controls, secondary containment, tanks, gauges, interstitial spaces, and yard conditions. Verify manifests and records, emergency equipment readiness, spill materials, and training notes to meet EPA and RCRA requirements. Use it to identify leaks, prevent contamination, and document environmental compliance actions.
by Jonathan Ferguson, from the CommunityDownloads: 20+Get - Template
Auditoría de Seguridad en Estaciones de Servicio
Lista de verificación para evaluar actos y condiciones inseguras en estaciones de servicio. Cubre el cumplimiento de las 12 reglas de oro, inspección del edificio principal y áreas externas, orden y limpieza, drenajes y pista, negocios aliados (tienda, car wash), revisión del sistema eléctrico y del cuarto de máquinas. Incluye controles de iluminación, cableado, mantenimiento y funcionamiento de equipos como bomba de agua, compresor y planta eléctrica, así como almacenamiento y tanque de combustible de emergencia. Diseñada para detectar riesgos, establecer acciones correctivas y fortalecer la seguridad operativa en estaciones de servicio.
by Domingo Matos, from the CommunityDownloads: 20+Get - Template
ENWL Site Ready Visit Form
Use this ENWL site ready visit form to assess site preparedness before power connection. Capture project details, customer contact and MPAN, traffic management requirements, cable length and type, and required materials. Record visit dates, signatures, and photo evidence to confirm next steps and readiness for energization.
by Stephen Cooke, from the CommunityDownloads: 20+Get - Template
Audit Kendaraan Operasional - Haleyora Power
Template audit berbahasa Indonesia untuk memeriksa kelayakan kendaraan operasional tim Pelayanan Teknik PT Haleyora Power Bojonegoro. Mencakup verifikasi administrasi (STNK, uji KIR), pemeriksaan kondisi fisik, fungsi lampu dan roda, keandalan sistem kendaraan (rem, oli, radiator, aki, wiper), interior dan dashboard. Juga memuat daftar peralatan standar, alat kerja utama, alat ukur dan detector bertegangan, alat kerja tambahan, serta perlengkapan keselamatan kerja seperti full body harness, sepatu safety 20 kV, sarung tangan, LOTO, dan APAR. Termasuk ruang dokumentasi foto dan kesimpulan audit.
by Lek Khasan, from the CommunityDownloads: 20+Get - Template
ENWL Planner Site Request Form
Use this ENWL planner site request form to capture everything needed for a pre-quote visit. Record project and customer details, preferred contact method, power-on dates, LV service options, traffic management requirements (closures, signals, suspensions), wayleave needs, planner notes, callback dates, and photos. Standardize data collection for faster quotes, better coordination, and compliant utility site planning.
by Stephen Cooke, from the CommunityDownloads: 20+Get - Template
Triton Rebreather Pre-Dive Checklist
This Triton closed-circuit rebreather (CCR) pre-dive checklist guides divers through essential safety and equipment steps before entering the water. It covers personal readiness, oxygen and diluent/bailout contents and pressures, PPO2 display checks, battery status, and air calibration. It includes scrubber canister packing and leak tests, counter-lung inspections, loop integrity and pressure tests, gas line and first stage connections, electronics and cell housing checks, and positive/negative pressure checks. Final steps include oxygen flush and calibration, Shearwater verification, BCD and ADV function checks, a 5-minute pre-breathe, and pre-dive safety checks with O2 and diluent flushes at depth.
by Anton Rheeder, from the CommunityDownloads: 20+Get - Template
Wastewater Tank Inspection Checklist
This wastewater tank inspection checklist supports daily and 90-day reviews of hazardous waste and storm water systems. It covers labeling requirements, secondary containment condition, tank integrity, and operating instrumentation. Sections include water treatment facility checks such as flocculation, sludge, and Rayox tanks, as well as overfill and spill prevention controls, freeboard, and accumulation start dates. It also includes hydrogen peroxide storage checks and housekeeping. Use it to maintain compliance, document observations, and trigger timely corrective actions.
by Jacob Berry, from the CommunityDownloads: 20+Get - Template
ABB Asia Field Service Assessment
Use this ABB Asia Field Service Assessment to evaluate HSE compliance and electrical safety for field teams. The checklist covers manager oversight, PICW assignment, risk assessments (RA, JHA, JSEA), pre-job briefings, arc-flash analysis and PPE selection, permits to work, contractor control, first aid readiness, evacuation and postings, tool and equipment checks, lockout tagout, confined space and hot work controls, working at heights, crane and lifting safety, housekeeping, waste management, and testing and commissioning procedures. Includes sections for job in progress observations, overall assessment, and closeout with comments and signatures.
by Bob Baker, from the CommunityDownloads: 20+Get - Template
Refrigeration Services Executive Summary
This executive summary template supports refrigeration services teams in assessing and reporting on industrial and retail cooling plant. Sections cover compressors, motors, oil systems, valves, mechanical and electrical controls, condensers, water pumps, coils, spray nozzles, drift eliminators, dosing equipment, liquid receivers, surge drums, pumps, heat exchangers, glycol systems, insulation, coolers, AHUs, SCADA, gas detection, AC, pipework, and condensing units. Capture existing services, findings, and clear maintenance proposals.
by Mathew noon, from the CommunityDownloads: 20+Get - Template
Truck Inspection Template 2.0
This Truck Inspection Template 2.0 helps drivers and utility crews perform consistent pre trip and post trip inspections for linework and service trucks. Check critical safety gear like fire extinguisher, first aid kit, AED, body harness and lanyard, slings, ladders, chains and nylon straps, plus tools such as extendo sticks, shotgun sticks, chain saws, drills, and hoists. Verify winch lines, bumper winches, auger straps, tamp hoses, and housekeeping in the cab, bed, and baskets. Capture photos, log defects, assign corrective actions with priority and due dates, sign off digitally, and export reports as PDF, Word, Excel, or web link.
by Dan Ulhorn, from the CommunityDownloads: 20+Get - Template
Auditoría de Seguridad Schneider Electric
Plantilla en español para auditar la seguridad de trabajos eléctricos de campo de Schneider Electric. Incluye verificación del vehículo, planificación de emergencias, revisión de documentación y formación, control del estado y calibración de herramientas, evaluación de condiciones del lugar de trabajo y señalización, comprobación y estado de EPIs, y procedimientos críticos para trabajos eléctricos como LOTO y verificación de ausencia de tensión. Contempla coordinación entre equipos, registro de comunicaciones de seguridad, reporte de near miss y conclusiones con desviaciones y buenas prácticas.
by Javier Agusti, from the CommunityDownloads: 20+Get - Template
SSE Transmission Safety Inspection
This SSE Transmission safety inspection template supports safe, compliant construction activities on electricity transmission projects. It guides site teams to verify key controls, including F10 notification, H&S Law poster, employer’s liability insurance, induction register, accident book, and SSE risk board. It prompts checks for RAMS and registers for ladders, PAT, lifting, toolbox talks, scaffolds, and plant. High-risk activities like working at height, confined spaces, live electrical work, excavations, and lifting are highlighted. Capture site entrance photos, record findings, assign corrective actions with owners and due dates, acknowledge positives, and complete sign-off by the principal contractor and SSE representatives.
by Graeme Waller, from the CommunityDownloads: 20+Get - Template
Key Rig Inspection Checklist
Conduct a comprehensive Key Rig Inspection with this oilfield checklist. Review general site readiness, guying and foundations, mast and derrick hardware, drawworks and winch systems, rig carrier and work platforms, well control equipment including BOPs, tools and lifting gear, safety practices, H2S equipment, vehicles and trailers, and auxiliary equipment standards. Verify training, documentation, and emergency preparedness to reduce risk and maintain compliance.
by Clint Porter, from the CommunityDownloads: 20+Get - Template
EV Charger Preventive Maintenance Checklist
Use this preventive maintenance checklist for electric vehicle charging stations to verify safety, reliability, and compliance. It covers site and equipment details, external condition and environmental checks, cable and connector integrity, labels and signage, lighting and crash protection, and power supply terminations. Perform RCCB trip tests, AC/DC charging functionality tests, CP short fault simulations, and measure PP-PE resistance. Record findings, note next inspection dates, and follow fault reporting steps to lock out unsafe equipment.
by Michelle Ergider, from the CommunityDownloads: 20+Get - Template
District Regulator Station Inspection Form - Fortnightly
Conduct fortnightly inspections of district regulator stations with this practical checklist. Capture asset numbers and work orders, record inlet and outlet pressures for working and standby streams, and perform general checks including housekeeping, data logger security, leak detection on joints and valves, enclosure condition, and water ingress. Verify the standby stream functions, review signage and site security, and visually inspect pig launchers and receivers where applicable. Document permits, maintenance needs, and sign-offs to complete the report.
by Tas Gas LRC, from the CommunityDownloads: 20+Get - Template
Scottish Water Site Audit Checklist
This Scottish Water site audit checklist helps inspectors verify compliance and safety across water treatment and utility sites. It covers documentation, COSHH and hazard awareness, site access and manhole protection, PPE and welfare facilities, housekeeping and waste management, and vehicle safety checks including fire extinguishers and leaks. Use it to standardize audits, identify issues, and record corrective actions across locations.
by Amanda Stewart, from the CommunityDownloads: 20+Get - Template
VECTREN Clearance Procedure LOTO Audit
This VECTREN Clearance Procedure LOTO audit checklist supports safe isolation and restoration of equipment in utility and industrial environments. It verifies proper use of clearance requests, preparation, and form completion, including issuing department, acceptance, corrective action, and test/try details. It checks tag accuracy (red and striped), lock placement, SPCC tag handling, grounding records, and device identification. Use it to confirm documentation accuracy, match tag and clearance numbers, and ensure equipment is made ready for operation safely.
by Roy Adams, from the CommunityDownloads: 20+Get - Template
Norris PPD Monthly Substation Report
This monthly substation report checklist helps power utilities standardize inspections across multiple sites. Record substation and area details, inspection dates, and inspector information. Assess security and safety items including fence bonding to grid, bonding straps on gates, OCRs bonded, gate locks and lubrication, warning and identification signage, and fence repair needs. Capture site upkeep such as vegetation control, entry road rock and repairs, mowing, and fill requirements. Verify equipment status: lights, seasonal cooling fan operation, hot stick condition and storage, insulator chips, and 34.5 kV terminator leaks. For transformers, document NP number, main tank oil level and temperatures, vacuum pressure, bushing oil levels, condition of primary and secondary bushings and arrestors, tank leaks, and bonding to grid for multiple units.
by George Norris, from the CommunityDownloads: 20+Get - Template
AGR Group Operational Site Inspection
Use this operational site inspection checklist to standardize safety and compliance across industrial energy sites. It covers HSE administration, emergency procedures, lone working, permits to work and RAMS, CCTV notifications, and pre-entry checks. Inspect site conditions including spill control, sanitation, eyewash and drinking water, chemical and flammable storage per COSHH, fire extinguishers, lighting, and walkways. Verify PPE usage and conduct plant and equipment checks: generator status and alarms, remote communications, gas detection, oil and coolant storage, lubricating oil tank alarms, and HV switchroom security. Conclude with lock up and handover steps such as reactivating alarms, key control, and notifying monitoring centers.
by Mark Pollard, from the CommunityDownloads: 20+Get - Template
Perforating Operations Safety Checklist
This perforating operations checklist guides oil and gas teams through critical safety controls at the wellsite. It covers ignition source control, explosives handling by authorized personnel, grounding of the wellhead and service units, assembly of perforating guns in restricted areas, exclusion of nonessential personnel, radio and cellphone shutdowns, pre-blast warnings, testing of blasting devices, safe storage and transport of blasting caps and boosters, and inspection of equipment to avoid deteriorated or damaged explosives.
by Thadius Eby, from the CommunityDownloads: 20+Get - Template
Cadent Site Visit Form
Use this Cadent Site Visit Form to document gas utility site visits, faults and third party enquiries. Capture site details, pressures, engineer and third party contacts, signatures, risk management checks including SSW22 and plans, actions taken, optional sketches and photos, and agreed follow-up dates. Guidance covers sharing the completed form and includes relevant Cadent plant protection and emergency contact information.
by Jonathan Edmunds, from the CommunityDownloads: 20+Get - Template
Réception infrastructures poste source AMEPS
Cette checklist de réception des infrastructures d’un poste source AMEPS guide la vérification sur site: terrain et équipements (compteur d’eau, clôtures, portails, portillon, mise à la terre, pistes, caniveaux), fosse déportée et armoire électrique, bâtiments C2/C3/C5 (étanchéité, fermeture, climatisation et ventilation, éclairage intérieur/extérieur), accès sous-sol, matériel de sécurité (VAT, MALT, filets et balisage, masques SF6, éclairage mobile), sanitaires, extincteurs et signalétique, ainsi que la documentation du poste. Conçue pour valider la conformité avant mise en service.
by Daniel Herranz, from the CommunityDownloads: 20+Get - Template
Crude Terminal Audit
This crude terminal audit template helps evaluate oil and gas terminal operations across office administration, training, and field activities. It covers document control, customer and rail contact management, contractor qualifications, and handling of confidential information. Verify HAZWOPER training, 49 CFR certification, and FRA/DOT compliance, and confirm emergency contacts and spill response readiness. Use it to assess management roles, facility components, and reporting processes for rail and truck shipments to improve safety and regulatory compliance.
by Marvin Trimble, 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.