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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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Bitácora de Visita para Estación de Servicio
Plantilla en español para evaluar y documentar visitas a estaciones de servicio. Cubre datos generales del proyecto, descripciĂłn del terreno y accesos, conteo vehicular, evaluaciĂłn del potencial de volumen de combustible, equipos (tanques y dispensadores), y servicios complementarios como tienda y carwash. Incluye secciones de perfil socioeconĂłmico y consideraciones HSEQ, asĂ como permisos y licencias. Ideal para auditorĂas de nuevas instalaciones, modernizaciones o tomas de estaciones competidoras.
by Eliuth DĂaz, from the CommunityDownloads: 20+Get - Template
Energy Audit and Efficiency Review Checklist
This checklist supports an energy awareness and efficiency program for buildings. It covers low and no-cost savings, use of efficient devices and controls, lighting reduction in unoccupied spaces, envelope treatments like solar film and blinds, and having an operating plan for major equipment. It prompts review of Energy Star equipment, shut-down practices, EUAS metrics (BTUs/GSF and GAL/GSF), and regular consumption analysis. It also includes energy audit scheduling and completion, addressing excessive service calls, and meeting regional energy and water reduction targets, with a final program compliance section.
by Thomas Robbins, from the CommunityDownloads: 20+Get - Template
Utility Consult Job Card
This Utility Consult Job Card helps field teams document retail lighting installations and repairs. Capture project details including date, location, and client; specify brands and fixtures installed such as LED T8 tubes, round recessed lights, GU10 lamps, and rectangular panel lights; note ceiling fixes and the number of holes repaired; and include additional work performed outside the scope. The form also collects store manager and installer names and signatures for clear handover and accountability.
by James Mittan, from the CommunityDownloads: 20+Get - Template
AGI TR Inspection Report
Use this AGI TR Inspection Report template to standardize inspections of AGI transformer rectifier installations. Capture site details, TR type and supply, photos of the installation, DC cable connections, and monitor status including Abriox. Record faults, describe supply arrangements, verify plug-in status, and log corrective actions. Customize, assign, schedule, and export results to PDF.
by Richard Draper, from the CommunityDownloads: 20+Get - Template
GE Uptower Gearbox Repair Report
Complete this GE uptower gearbox repair report when servicing wind turbines. Capture job details, site and weather, inspection findings, repair steps, parts replaced, torque values, photos, test results, signatures, and approvals to ensure traceability, quality, and safety compliance.
by Cris Balassa, from the CommunityDownloads: 20+Get - Template
Personal Protection Audit Checklist
This Personal Protection Audit template helps project teams and contractors assess PPE needs and controls across a worksite. It covers policy and signage requirements, availability and suitability of PPE, staff understanding and training, monitoring and enforcement, inspection and replacement programs, and periodic review of PPE needs. Designed with utilities and water projects in mind, it supports compliance with safe work procedures and encourages continual improvement through documented actions and signatures.
by James Pither, from the CommunityDownloads: 20+Get - Template
Safety Department SPCC Plan Checklist
This SPCC plan checklist helps safety teams conduct compliant inspections across facilities handling oil. Record document details, site and personnel, then review key areas: storage tanks (leaks, corrosion, foundations, gauges, vents, secondary containment, drain status), piping and valves (leaks, damage, caps), security measures (fences, gates, lighting, locks), and spill response inventory (shovels, brooms, absorbents, floor dry levels). Use it to standardize checks at ports, plants or yards and document corrective actions to support EPA SPCC requirements.
by Brian Rogers, from the CommunityDownloads: 20+Get - Template
Offshore Hygiene Inspection Form
This offshore hygiene inspection form helps teams on oil and gas platforms assess food handling, storage, preparation temperatures, and protection practices. It covers leftovers control, utensil and equipment sanitation, personnel health and hygiene, and required training. General offshore housekeeping is included, with checks for bunks, corridors, pest control, and chemical use. Galley and dining area standards and linen and restroom cleanliness are also verified. Use this bilingual English and Thai checklist to standardize audits, maintain compliance, and protect crews during offshore operations.
by Carlo Reyes, from the CommunityDownloads: 20+Get - Template
R7 MARS Energy Review Program Checklist
Evaluate building energy performance with the R7 MARS Energy review checklist. Verify efficient lighting controls, water saving devices, and building envelope measures. Confirm operating plans for major equipment, Energy Star compliance, and shutdown practices. Track BTU and water use per GSF against regional goals, review audits and corrective actions, and promote tenant awareness to achieve energy and water reduction targets.
by Thomas Robbins, from the CommunityDownloads: 20+Get - Template
Utility Audit and Meter Inspection Checklist
This utility audit checklist helps teams record and verify utility meters across a site. Capture a location map and photos, log each meter with the utility served, take clear photos of current readings, and note accessibility details including keys, cages, and locks. Add comments and additional information as needed, repeat for multiple meters, and include a final site photo indicating meter locations. Designed for consistent data capture and easier utility reporting across facilities.
by Dean Haley, from the CommunityDownloads: 20+Get - Template
S and C Team Member Safety Observation Checklist
This safety observation checklist supports S and C team members and auditors in verifying safe work practices on electrical job sites. It covers pre job briefings, site hazard assessment, tailgate forms, emergency instructions, and access to required documentation such as safety manuals and safety data sheets. The checklist guides thorough PPE inspection, including flame resistant clothing, hard hats, eye protection, safety footwear, and insulating rubber goods. Electrical safety steps include barricading work zones, lockout tagout, stored energy control, zero energy verification, and proper use of calibrated test equipment, insulated tools, and GFCIs. It also addresses fall protection, ladder safety, ergonomic lifting, and verification of first aid, CPR, AED, and OSHA training. The audit section documents non conformances, follow up actions, and signatures.
by Joe Barrios, from the CommunityDownloads: 20+Get - Template
Grosvenor L and P Distribution Boards
Use this Grosvenor field inspection report to assess distribution boards and enclosures for build quality and suitability. Verify IP ratings, materials, plinths, doors, locks, stays, document pockets, and gaskets. Check gear trays, breaker chassis and colors, main switches, and RCD and ELCB protection across lighting, power, and welding circuits. Review lighting control with contactors, overrides, relays, timers, and terminals. Confirm segregation by voltage, intrinsically safe design, and compliance with AS NZS 3000 and 60079. Inspect terminals, internal wiring clearance, shrouding, labeling, and availability of FAT documentation.
by Bruce R. Johnston, from the CommunityDownloads: 20+Get - Template
Sheridan Production Drilling Rig Inspection
This drilling rig inspection checklist helps oil and gas teams verify safety and compliance across the site. It covers JSEA paperwork, signage, wind indicators, fuel tank venting, electrical grounding, accumulators, and housekeeping. Sections include stairs and guardrails, derrick and substructure, rig floor equipment and controls, fuel and mud tanks, mud pump area, choke manifold, pipe racks, and blowout preventers. It also checks eyewash and first aid, fall protection, lighting, H2S monitors, PPE, communication, and emergency muster areas.
by Jennifer Turner, from the CommunityDownloads: 20+Get - Template
Roof plumbinghazard inspection
The Roof & Plumbing Hazard Inspection template is designed to help facilities and maintenance teams identify risks such as water infiltration, roof damage, blocked drainage, and plumbing faults. Inspectors can record hazard locations, severity, photos, and corrective actions. It promotes proactive building maintenance and helps prevent structural issues and safety incidents.
by Kylie Williamson, from the CommunityDownloads: 20+Get - Template
Meter Installation Checklist
This meter installation checklist helps utility teams document every step of a new installation or replacement. Record site address, GPS, account number, old and new meter numbers, CT and VT ratios, kWh and kVA readings, and capture photos of meters and displays. Log modem number, IP address, and installation date, and include LPU installation notes for complete traceability.
by Nama Khoi, from the CommunityDownloads: 20+Get - Template
NIBE Heat Pump Annual Service Checklist
Use this NIBE service checklist to complete a thorough annual inspection of heat pump and hot water systems. Tasks include checking the casing, fan, air vents, and heat exchanger, inspecting for refrigerant leaks and damaged insulation, clearing drains, and examining water piping and pressure. Verify DHW tank condition, pump noise and vibration, and the operation of pressure relief valves. Review electrical isolators and cable terminations, immersion heater connections, PCB connectors, and thermal protectors. Confirm heating and hot water set points, controller time and day settings, external thermostat operation, and replace the air filter. Record any repairs required and comments.
by s b, from the CommunityDownloads: 20+Get - Template
Aqua Metro Services Incident and Injury Report Form
Use this Incident and Injury Report Form to document workplace incidents for Aqua Metro Services. Capture what happened, people involved, injury type and body part, causes, treatment given, time lost, and witness details. Log contributing factors like manual tasks, slips and trips, equipment, and environment. Record vehicle or property damage, investigation findings, and recommended corrective actions to prevent recurrence. Submit to your supervisor and the Health and Safety Manager for review and follow up.
by Tania Salijevic, from the CommunityDownloads: 20+Get - Template
AEP Environmental Audit Form
This AEP Environmental Audit Form helps teams assess environmental compliance on right-of-way construction activities. It covers rainfall and stormwater events, erosion and sediment control measures such as silt sock and silt fence installation, water bars, sumps, and J-hooks. The form includes checks for bridges, rock construction entrances, road cleanliness, wash racks, stabilized topsoil and right-of-way, and containment capacity. Water protection items address streams, diversion ditches, pumps in containment, silt filter bags, and clearly marked wetlands. It also verifies refueling and staging distances from waterways, captures comments, and requires signatures to document findings and corrective actions.
by Levi Overdorff, from the CommunityDownloads: 20+Get - Template
EF0108 Treatment Operations Inspection Checklist
Use this EF0108 Treatment Operations Inspection Checklist to assess water and wastewater treatment facilities. Review documentation (EPA licence, PIRMP, operator checklists), site signage and housekeeping, erosion and sediment controls, access roads and stormwater. Inspect plant and equipment condition, safety data sheets, waste segregation, heritage and fire safety. Check for pollution incidents and contamination risks. Evaluate inlet works, odour beds, bioreactors, clarifiers, pipes, tanks, ponds, and disinfection systems. Confirm sludge and biosolids management, overflow pond readiness, discharge signage, and compliant chemical storage and bunding. Record findings, comments, and sign-off.
by Sharon Archer, from the CommunityDownloads: 20+Get - Template
Asbestos Removal Audit - Non Friable AC Pipe
This audit checklist supports safe, compliant removal of non‑friable asbestos cement (AC) pipes for water utility works. It covers licence requirements and evidence, WorkSafe notifications and control plans, site supervision and emergency planning, barricades and signage, PPE selection and use (P2 respirators, coveralls, gloves), decontamination and waste handling, wet methods and approved cutting tools, medical monitoring, and final cleaning and clearance verification. Designed for contractors and supervisors working with Gippsland Water assets.
by James Pither, from the CommunityDownloads: 20+Get - Template
Solar Facility Safety Assessment
This Solar Facility Safety Assessment helps operations teams evaluate safety and compliance across solar farms and PV plants. The checklist covers housekeeping, vegetation control, signage and labeling, emergency action planning, visitor and contractor procedures, lockout tagout, arc flash and electrical safety, HazCom and SDS management, PPE requirements, first aid and AED readiness, fire protection, battery room controls and ventilation, training and competency, and site security. Use it to identify hazards, document corrective actions, and standardize inspections to reduce risk and improve safety performance.
by Charles Wilson, from the CommunityDownloads: 20+Get - Template
NFPA 110 Generator Checklist for Power Plants
This NFPA 110 generator inspection checklist supports power plant and facility teams in maintaining emergency and standby power systems. It covers daily, weekly, monthly, quarterly, semiannual, and annual checks aligned with NFPA 110 and referenced NFPA 99, including fuel levels and quality, lubrication and oil changes, cooling system components and heater operation, exhaust integrity, intake and air filters, battery electrolyte levels and readings, electrical controls and breakers, alternator and stator cleanliness, and test parameters such as voltage, amperage, frequency, load, and power factor. Use it to document alarms, leaks, observations, and recommendations across GEN 01 electronic, GEN 02 backup, and GEN 03 utility units to improve reliability and compliance.
by FAC Maintenance Team, from the CommunityDownloads: 20+Get - Template
DCSA Inspection Checklist
This DCSA inspection template helps auditors assess safety and compliance at industrial plants such as power facilities. It guides observation of work areas, PPE use, tool condition, segregation of work zones, illumination, suitability of access equipment, controls for falling objects, personnel positioning, environmental controls, and hot works. It includes verbal questions on RPE use and clean-shaven policy, task understanding, safety documentation, supervisor instructions, key controls in the method statement, daily briefings, POWRA, and security or site access passes. The template concludes with findings capture and sign-off to document the audit.
by Stacy Fuller, from the CommunityDownloads: 20+Get - Template
Allwater Flooding Report Template
Use this Allwater flooding report template to document internal and external water or wastewater incidents. Capture property and asset damage, location and work order details, and whether flooding occurred inside, outside, or both. Record causes and actions taken such as choked sewer connections or burst water mains, note main or service size, and if cleaners were called. Include photos, list personnel involved, advise customers to contact their insurer, and summarize additional comments for a complete property damage report.
by scott whitehead, 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.
