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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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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
Solar and Battery Site Survey Checklist
Assess site suitability for solar PV and battery storage with this comprehensive checklist. Record site details, roof type, pitch, orientation, shading, and evidence of asbestos; plan inverter and battery locations and mounting; document DC and AC cable runs, meter and connection points, and fuseboard information. Capture photos of access, roof, and equipment locations, note monitoring and backup requirements, and attach drawings and measurements to complete a pre-install survey.
by Oliver Cox, 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
EV Charger Maintenance Inspection Form
Use this digital maintenance inspection form for EV charging equipment. Capture site details and EVSE information, record Ocular model and serial number, assess charger cleanliness and RFID, run Metrel functional, socket, and RCD tests, check AC isolator, wiring size, meter, and contactor, verify cable run integrity and load control, confirm communications, log action items with photos, rate installation quality, and sign off with date and time.
by ari nikols, from the CommunityDownloads: 20+Get - Template
Daily Boiler Room Checks
Streamline daily boiler room inspections with a ready-to-use checklist. Record central heating and hot water flow/return temperatures, check control panel faults, identify and trace leaks, confirm lighting and housekeeping standards, and verify booster system operation. Capture notes, determine in-house fixes or escalate to the correct contractor, and maintain a clear audit trail for maintenance teams. Ideal for facilities and plant rooms in hotels, hospitals, and large buildings.
by Steven Hughes, 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
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
Slickline Monthly Inspection Checklist 2022
This monthly slickline unit inspection template helps oil and gas teams verify site and equipment readiness. It covers location controls and housekeeping, general safety and PPE, fire protection, carrier condition and lighting, hand tools, hoisting applications and crane records, slickline wire integrity, optional wire rope checks, lubricator setup and pressure testing, and final sign-off. Use it to document findings, attach photos, and maintain compliance across field operations.
by Kenneth Phillips, 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
Solar Survey Checklist
This solar survey checklist helps assess sites for photovoltaic (PV) installations. Record customer details and surveyor info, confirm presence during survey, and note proposed inverter and battery locations. Capture energy usage, tariff and supplier data, meter type and location, and photos of the meter and consumer unit. Document access constraints and whether supply is single or three phase. Survey property type, conservation or listing status, and complete a detailed roof survey including materials, heights, dimensions, elevation photos, and parking. Include optional components such as EV chargers or solar boost and identify any planned building or roof works within the next two years.
by Sam Phillips, 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 - Template
High Pressure Pump Inspection Checklist
This high pressure pump inspection checklist helps teams verify the readiness and condition of pump skids and associated equipment. Inspect air and fuel filters, battery condition and connections, belts, ease of start, fluid leaks, fuel level, pressure regulator, hoses, clamps, hose reel, nozzles and attachments, nuts and bolts, tank condition, and overall cleanliness. Record structural damage and location. Includes inventory checks for wildland firefighting tools such as McLeod, Pulaski, drip torch, blower, spade, high pressure guns, and straps, plus toolbox contents like spanners, saw, oil, spark plug wrench, and fittings. Covers driver and passenger compartments to support emergency response preparedness and safe operation.
by Garett Ehr, from the CommunityDownloads: 20+Get - Template
Waste Crane/Grab Pre-Use Inspection Checklist
Conduct a thorough pre-use inspection of waste cranes and grabs to ensure safe, reliable plant operations. This checklist covers checks on hydraulic cylinders, hoses and fittings, lifting shackles and pins, grab body pivots, umbilical cable and plug integrity, and build-up of waste around moving parts. Confirm correct pin location and locking, look for leaks, cracks, and wear, and verify calibration to site procedures. Record findings, raise work orders where needed, update visual management boards, and log non-compliances to stay compliant and prevent downtime.
by mark ryan, from the CommunityDownloads: 20+Get - Template
United Petroleum Unmanned Site Checklist
This checklist supports routine audits of unmanned United Petroleum sites. It covers weekly attended checks and night audits: competitor price reporting, tank dipping and water checks, condition of fill and dip caps, pump cleaning and presentation, signage and price board status, site tidiness and gardens, graffiti or damage, a test transaction with receipt photo, required site photos, and verification of illumination and perimeter lighting.
by Kieren Malley, from the CommunityDownloads: 20+Get - Template
Entergy Substation Construction Safety Checklist
This new construction substation checklist for Entergy supports field audits and daily inspections on utility build sites. It guides teams through communication and human performance, procedures and documentation, site barricading and signage, environmental controls, planning and supervision, training and qualifications, change management, and external influences such as weather and public access. It also covers system and equipment operations, PPE, welding and cutting safety, arc flash protection, fall protection, rigging and lifting, excavation and trenching, confined space, housekeeping, and equipment selection and maintenance. Use it to flag deficiencies, assign corrective actions and due dates, and capture photos and signatures.
by Rick Arce, from the CommunityDownloads: 20+Get - Template
Monthly Substation Inspection Checklist
Conduct thorough monthly substation inspections with this checklist designed for electric utilities. Review site security including gates locks and fence bonding. Assess yard conditions for nests weeds debris and gravel. Inspect insulators aerial connections and control house lighting equipment and pests. Check battery charger batteries DC voltage and amperage. Verify oil containment pump and alarm. Inspect transformer bank oil levels paint leaks temperatures and nitrogen blanket. Check silica gel condition. Record load tap changer temperature counter and range. Inspect relays breakers indicator lights and cabinets for moisture. Confirm breaker cabinets are clean to support safe reliable operations.
by JB Phillips, 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.