Categories
Energy & Utilities
Discover easy-to-use Energy and Utilities templates and training courses for daily inspections, log and test, equipment maintenance, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Energy and Utilities industry with confidence.
TemplateOilfield Safety and Compliance Audit 2018
This Safety and Compliance Audit template is designed for oilfield operations involving flowback, sand, oil, and water hauling. It helps assess driver readiness and wellsite/offload preparation, including checks for H2S monitors, PPE, load hoses, PTO pumps, and sampling tools. It verifies required certifications and documentation (CDL, medical card, HOS, H2S awareness, OSHA/PEC), evaluates truck and trailer condition, and confirms key safety equipment such as fire extinguishers, triangles, first aid kits, spill kits, and chocks. Use it to standardize audits for sand, oil, and water drivers and maintain compliance at the wellsite.
by Matt Clark, from the CommunityDownloads: 10+Get- Template
Weekly Water Treatment Maintenance Checklist
Use this weekly preventive maintenance checklist to keep domestic water treatment systems compliant and reliable. The template covers required tools and materials, EPA-based safety guidelines for chemical handling, and adherence to manufacturer test procedures. Tasks include verifying maintenance records, checking chlorine levels and pH in domestic water tanks, and documenting maintenance hours. Ideal for utilities, facilities, and municipal teams managing potable water systems.
by Botha CG, from the CommunityDownloads: 10+Get - Template
Inspección inicial en subestaciones eléctricas
Esta plantilla en español permite realizar la inspección inicial antes de ejecutar trabajos en subestaciones eléctricas. Incluye verificación de documentación y coordinación de actividades, revisión de EPIs y su estado, control de seguridad en accesos y armarios eléctricos, herramientas aisladas, condiciones del vehículo, y preparación para emergencias (extintor, botiquín, teléfonos). También contempla observaciones de seguridad y cierre de inspección con firma del técnico. Úsela para estandarizar procesos, cumplir normativa y minimizar riesgos.
by Elia Martinez, from the CommunityDownloads: 10+Get - Template
Overhead Electrical Work Audit Checklist
This overhead electrical work audit checklist helps field crews and inspectors verify PPE, traffic control, vehicle and equipment readiness, and safe work methods before and during overhead line operations. Use it to confirm tailboards, permits, grounding, dielectric inspections, and barricades are in place, and to assess behaviors, communication, and post job reviews. Designed for utility and line maintenance teams to reduce risk and support compliance on site.
by Tammy Carter, from the CommunityDownloads: 10+Get - Template
On-Site Risk Checklist for Home Energy Audits
This on-site WHS checklist supports council-led Scorecard Assessments for residential energy audits. It guides assessors to verify COVID-19 precautions, confirm resident participation, note pets and wildlife risks, and discuss slip, trip, and fall hazards. It covers safe ceiling access and insulation observation, industrial-rated ladder use, chimney cavity cleanliness and dust mask needs, clear emergency egress, and safe vehicle parking. Use it to document sign-off and ensure a consistent, safe approach to home energy assessments.
by Brendan McDonagh, from the CommunityDownloads: 10+Get - Template
Tree Maintenance Job Safety Analysis (JSA)
Use this Job Safety Analysis template to plan and document safe tree maintenance work, especially near powerlines. It guides crews through hazard identification, weather checks, traffic management, PPE, and equipment setup for trucks, chippers, towers, utes, and chainsaws. Includes steps for climbing operations, safety observer requirements, harness and gear checks, and SWMS compliance. Capture site details, utilities risks and conductor types, first aid, and other hazards. Collect staff signatures to confirm controls before work begins.
by michael O'Dwyer, from the CommunityDownloads: 10+Get - Template
Checklist de Auditoria: Central de Aquecimento
Use este checklist de auditoria para avaliar a Central de Aquecimento da sua unidade. Verifique iluminação de emergência, extintores, organização e sinalização, materiais antichama, portas corta-fogo e rotas de fuga. Inspecione tubulações de gás com válvulas solenoides, válvulas de governo, acionadores manuais, sirenes e detectores de fumaça. Avalie ventilação, controle de acesso e identificação de riscos. Revise instalações elétricas (quadros, eletrocalhas, leitos, eletrodutos) e o estado de equipamentos como bombas de recalque, reservatórios, aquecedores e caldeiras. Registre não conformidades e gere plano de ações corretivas.
by BPC HEO, from the CommunityDownloads: 10+Get - Template
Biomass Site Survey Template
Streamline biomass heating quotes with this on-site survey template. Record existing boiler details, controls, flues, photos, and disposal needs. Specify new boiler type such as chip or pellet, fuel store location, trench routes, underground pipe lengths, and cabling distances. Capture site services, welfare arrangements, unloading requirements, and client sign-off for accuracy and safety. Ideal for renewable energy installers and facilities teams.
by Gareth Stephens, from the CommunityDownloads: 10+Get - Template
Clean Water Chemical Acceptance Checklist
This operational checklist supports water utilities in accepting and authorizing bulk chemical deliveries, including IBC pump-over. It guides pre-delivery verification against BS:EN and UK Regulation 31, confirms barrel numbers, tank capacity, and correct valve positions, and checks wash-down hoses, emergency showers, eyewash, spill kits, and exclusion-zone controls. It establishes communication between driver and supervisor, requires COSHH information on site, and mandates Chem-e-safe containment. The delivery section covers gravity testing, observation for leaks or bund liquid, and safe disconnection with full PPE. Sign-off captures STW and driver authorization. Final steps include photographing paperwork and storing documents for compliance.
by Sven Brown, from the CommunityDownloads: 10+Get - Template
Boiler Round Log Template
Use this Boiler Round Log template to capture essential boiler and deaerator readings throughout the day. Record percent fire, steam, water, and gas flow, steam pressure, water level in the sight glass, flame checks, blow-downs, and stack and exhaust temperatures. Track deaerator and surge header pressures, temperatures, tank pressure and levels, pump status, and confirm all motors are in AUTO. Document makeup water quality including NTU, pH, and conductivity, salt usage, and daily totalizers for steam, water, gas, and hour meter. Scheduled at 3AM, 9AM, 3PM, and 9PM, this log standardizes boiler rounds to improve safety, reliability, and compliance.
by Enablement Team, from the CommunityDownloads: 10+Get - Template
Ground Effects Work Site Hazard Assessment
Use this Ground Effects work site hazard assessment to complete a pre-job review before every task. Record site details and attendees, identify hazards across housekeeping, material handling, confined space entry, traffic control, working at heights, electrical, hot work, mobile equipment, and more. Prioritize risks, note corrective actions, assign due dates, and capture follow-up signatures. Specify required PPE, gas monitoring values, and safety equipment. Document emergency contacts, muster area, permits, and training, then sign off with the manager's approval.
by Jonathan Richards, from the CommunityDownloads: 10+Get - Template
Equipment Commissioning Checklist
This equipment commissioning checklist helps teams safely bring boilers and burners online in industrial and power plant settings. It covers pre-installation requirements, licensing, signage, manuals, SWPs, training, inductions, HAZOP, and pressure vessel compliance. Technical checks include wiring, ventilation, flue installation, controls and interlocks, thermostats, modulating probes, safety systems, gas and oil supply integrity, tightness testing, and pump/motor operation. It finishes with completion sign-offs and is fully customizable, with options to make items mandatory to ensure thorough, compliant commissioning.
by Saakshat Tyagi, from the CommunityDownloads: 10+Get - Template
Uniper ELSÄK-FS 2008:3 besiktningsprotokoll
Besiktningsprotokoll för el-anläggningar enligt Starkströmsföreskrifterna ELSÄK-FS 2008:3 från Uniper. Mallen hjälper dig att dokumentera status och anmärkningar för ställverk, fundament, oljefånggropar, skyddsanordningar, lokalkraft, kontrollanläggningar, skenor och linor, stålkonstruktioner, mark och vegetation, inhägnad och stängsel, tryckluftssystem, hjälpkraft, kablar, jordningar, byggnader, jorddon och reservkraft. Innehåller sektioner för funktionsprovningar, kontrollmätningar samt uppföljning av tidigare anmärkningar.
by Thomas Jonsson, from the CommunityDownloads: 10+Get - Template
Torque Wrench Inspection Checklist
A concise inspection checklist to ensure torque wrenches used in oil and gas completions are safe and accurate. Verify certification dates, required torque, hydraulic power pack condition and fluid levels, gauges, power cords and switches, high-pressure hoses and fittings, torque and backup heads, hand tools, safety handle, and accessories. Use this template to document equipment details such as asset and job numbers, wrench size, and flange sizes, and to standardize pre-use checks for reliable field performance.
by Manuel Escalera, from the CommunityDownloads: 10+Get - Template
Auditoria de Subestação: Segurança e Conformidade
Este checklist de auditoria para subestações elétricas ajuda a mapear não conformidades e orientar ações corretivas. Abrange requisitos de segurança contra incêndio (porta corta-fogo P-90, rotas de fuga, sinalização, extintores, detectores e sirenes), controle de acesso, identificação de equipamentos, documentação elétrica, medições e boas práticas de instalação. Inclui verificação de bloqueio e etiquetagem, riscos de curto-circuito e condições de conservação de painéis, transformadores e dispositivos de proteção.
by BPC HEO, from the CommunityDownloads: 10+Get - Template
Inspeccion electrica en distribucion de gas
Esta plantilla en espanol permite auditar trabajos electricos en instalaciones de distribucion de gas. Incluye verificacion de las 5 reglas de oro, acceso bajo descargo, procedimientos de trabajo, uso de EPIs (guantes dielectricos, proteccion facial, arneses), materiales y herramientas, condiciones de trabajo, senalizacion y proteccion publica. Cubre riesgos ATEX y espacio confinado, control documental (PSS, PEP, planos, actas), gestion de subcontratas y autonomos, vehiculos, primeros auxilios y resultados de la inspeccion.
by Alberto Pérez González MEG, S.L., from the CommunityDownloads: 10+Get - Template
Field Service Audit (3.0)
This Field Service Audit (3.0) checklist helps technicians inspect and document oil and gas equipment service work. Capture client and site details, job and unit IDs, start and completion times, mileage/drive time, technician and location. Verify and record critical components including thermocouples, thermowells, pressure transmitters, ignition rods, pneumatic and pilot valves, main valves, profile pilots, and ignition/fire eye cables. Check electrical systems such as 4–20 mA cards and data logging/Modbus expansion cards. Test power and gas pressure, note working status, log data, and list invoicable parts. Finalize billing details, job status, and obtain customer signatures for comprehensive service traceability.
by Matt Anson, from the CommunityDownloads: 10+Get - Template
Heat Pump Hot Water Audit Template
Use this Heat Pump Hot Water System Audit Template to collect customer and site details, capture images, document existing HWS brand, model, capacity and location, record plumbing and electrical requirements, assess relocation needs, and recommend a new system. Includes sections for government rebate activities, documents, and terms to support a compliant quotation and installation.
by Alister Morgan, from the CommunityDownloads: 10+Get - Template
Post-Completion Boiler Audit Sheet
This post-completion boiler audit sheet guides auditors and engineers through key gas safety checks after a job is complete. It covers boiler make and model, GC number, electrical safety including fuse rating, safe isolation and preliminary tests, flue construction and performance, ventilation, operating pressure and heat input, inlet working pressure, flue gas analysis and FSD testing, condensate and pressure relief pipework, tightness testing and disturbed joints, system bleeding and control checks. It also includes sections for identifying unsafe situations, documenting job completion steps, issuing safety advice or warning notices, labeling, appliance isolation, customer satisfaction and handover, Gas Safe ID verification, and sign-off with audit result.
by Andrew Hague, from the CommunityDownloads: 10+Get - Template
Kaberry Gas Test Audit Checklist
Use this gas test audit checklist to capture key details for gas safety assessments. Record asset information, make and model, and attach photos. Note KW and gas consumption, confirm Kaberry asset tags and tag numbers, and document asset locations. Assess the condition of appliances and surrounding pipework, add comments and issue photos, and specify fuel type and meter size. Include a simple line drawing to illustrate the installation. This template supports consistent inspections and clear documentation for compliance and maintenance planning.
by Jon Heginbotham, from the CommunityDownloads: 10+Get - Template
Wastewater Manhole Condition Inspection
This wastewater manhole condition inspection template helps utility and council teams assess the condition of MH structures. Capture location and access details, lid and frame integrity, wall material and condition, step irons or ladder status, benching quality, and incoming lines. Identify infiltration type and extent, corrosion depth, backdrops, tree root intrusion, and potential trip or ponding hazards. Add photos, general comments, and select rehabilitation recommendations such as raising MHs, replacing lids or ladders, sealing inflow points, repairing benching, clearing blockages, or considering lining due to sulphide attack. Use this checklist to standardize field inspections and prioritize maintenance of sewer assets.
by Troy Dawson, from the CommunityDownloads: 10+Get - Template
HV Switchgear SF6 Annual Service Report
This annual service report template supports preventive maintenance for SF6 insulated high voltage switchgear across critical facilities. Use it to log asset details, ratings and network voltage, conduct thermographic surveys with delta T thresholds, visually inspect for contamination, discharge and overheating, verify indicator functions, check cable boxes for water ingress, and confirm oil or gas pressures. Capture before and after photos, record condition scores, list defects, assign repair codes and budgets, and set rectification due dates to standardize HV switchgear PM documentation.
by Patrick Vandeleur, from the CommunityDownloads: 10+Get - Template
Environment Agency MEICA Site Audit Template
Use this Environment Agency MEICA site audit template to standardize inspections across utility and environmental sites. Capture site details, identify hazards such as working near water, electricity, gas, confined spaces, and machinery, and verify arrangements like permits to work, waste disposal, emergency procedures, and CDM regulation requirements. Review special hazards and equipment, materials and substances, and services including electricity, gas, water, steam, compressed air, and telecom. Add photos, assign corrective actions, and finalize with notes and digital signatures.
by Edson Chikobvu, from the CommunityDownloads: 10+Get - Template
Visita a Estaciones: Inspección HSEQ
Esta plantilla en español guía la visita e inspección de estaciones de servicio conforme a HSEQ y al manual de operaciones. Cubre cultura de seguridad (charlas, simulacros, políticas), infraestructura y mantenimiento (generador, contención de tanque, paneles y cableado), operación de pista e islas (dispensadores, mangueras, crash barriers, roles ante contingencias), recepción y descarga de producto, extintores, CCTV y seguridad física, botiquín y primeros auxilios, señalética y riesgos eléctricos, servicio de cambio de aceite y manejo de residuos, así como permisos ambientales e ICA. Ideal para estandarizar auditorías y fortalecer el cumplimiento.
by Miguel Sobrino, from the CommunityDownloads: 10+Get