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.
TemplatePhysical Conditions Audit Checklist
This Physical Conditions Audit checklist helps teams systematically evaluate workplace safety across key areas such as compressed gases, electrical systems, emergency evacuation, eyewash and first aid readiness, fire protection, hazardous materials, hand and power tools, housekeeping, ladders, ventilation, machine guarding, energy isolation, confined space entry, material handling, PPE, welding and hot work, ergonomics, transportation equipment, and walking working surfaces. Use it to identify hazards, verify controls, and drive corrective actions.
by Jim Aldrich, from the CommunityDownloads: 10+Get- Template
AS3000 Compliance Audit Checklist 2024
Use this AS3000 electrical compliance audit checklist to assess building installations against the 2024 wiring rules. Sections cover site reticulation and single line diagrams, main switchboard and consumer mains, labelling, access clearances, earthing, equipotential bonding, MEN, and upstream protection. Review distribution boards, thermal scanning or visual checks, RCD testing, and circuit sizing. Verify emergency lighting records per AS2293.2. Inspect general light and power, ceiling space cabling, and communications including IDF and fibre optic details.
by Adam Hazell, from the CommunityDownloads: 10+Get - Template
T3 Expansion Tank Water Level Log
This T3 expansion tank water level log template helps facilities track and document tank levels across the month. Record readings by shift and time for up to 31 days, add remarks, and capture technician sign offs to support maintenance routines and compliance. Ideal for monitoring building water or HVAC expansion tanks, improving traceability, and ensuring issues are flagged early for corrective action.
by Ling Gim Jian, from the CommunityDownloads: 10+Get - Template
Hydrant Renewal After Completion Audit Checklist
Use this after-completion audit checklist to verify hydrant renewal work against QUU requirements. Record core job details (date, location, hydrant number, inspector, and who completed the job). Confirm the hydrant depth is within 225–75 mm from finished surface level, that the site is left clean and tidy, and that the hydrant box is set to standard, free of debris, and properly marked. Attach photos documenting maintenance, site condition, and any issues. Note if further works are required and capture additional comments. Complete the audit with a signature to confirm accuracy at the time of inspection.
by Kurtis Carlyle, from the CommunityDownloads: 10+Get - Template
Checklist de equipo de respiración autónoma ERA
Lista de verificación para inspeccionar y mantener el equipo de respiración autónoma ERA. Incluye identificación del equipo, fecha de calibración y ubicación, revisión de máscara, arnés, visor y cuerpo, conector P18, limpieza general, válvula interior, botella de aire, estado del tubo, presión, válvulas, calibración, certificaciones y maletín de transporte. Registre estado general, hebillas de cierre, limpieza y observaciones, con sistema de referencia B Bueno, R Regular y M Malo, más firma y aclaración del responsable.
by jorge castro, from the CommunityDownloads: 10+Get - Template
Waterway Crossings Inspection Report
This Essential Energy checklist supports inspections of navigable waterway crossing sites. Use it to assess signage visibility upstream and downstream, confirm displayed clearances, and record mounting type, land or water placement, and footing type. Capture photos and GPS coordinates for each sign, check for graffiti and site cleanliness, and verify pole numbers and related infrastructure details. Log issues, corrective actions, and key site information such as region, depot, and work order references. Designed to standardize inspections, improve safety and compliance, and document evidence for remediation.
by Bryce Milne, from the CommunityDownloads: 10+Get - Template
EMC Ragland Maintenance Log Checklist
Use this wastewater maintenance log checklist to document each visit at the EMC Ragland facility. Capture settleometer readings, verify operation of blowers, bar screens, surge and backwash pumps, and check clarifier surfaces, diffusers, and sand filters. Track chlorine contact chamber cleaning and replenish chlorine and dechlor tablets as needed. Record quality control results including ammonia, aeration basin pH, effluent pH, dissolved oxygen, chlorine residual, and flow. Add actions, photos, signatures, and export reports.
by Wm Jay Mather, from the CommunityDownloads: 10+Get - Template
Pole Top Inspection Form
This pole top inspection form supports overhead line utilities with a structured checklist to assess asset condition and safety. Capture structure number, pole type and design, and grade overall pole condition from CR1 to CR4 with notes. Inspect leaning, scarf marks, stays, rods, crossarms, fittings, and both electrical and mechanical insulators. Record tree and vegetation clearance, proximity of climbable trees, and any reasons an inspection could not be completed. Use this checklist to standardize field inspections, identify hazards, and maintain reliable service.
by Mark Hewson, from the CommunityDownloads: 10+Get - Template
Technical Survey Form for Energy Efficiency
This technical survey form is designed for energy efficiency assessments and retrofit planning across residential properties. Use it to scope cavity wall, internal wall, room in roof, loft, and underfloor insulation, plus draft proofing, low energy lighting, and ventilation upgrades. Capture customer details, property type and tenure, construction condition, ventilation, moisture readings, and access. Document dynamic risk assessments, required PPE, and trade dependencies for plumbing and electrical work. Log measurements, photos, omissions, and notes to determine suitability, materials, and next steps for safe and compliant installation.
by Paul Mclean, from the CommunityDownloads: 10+Get - Template
Generator Electrical Test Record
Use this generator electrical test record to document routine electrical inspections and performance checks for portable and standby generators. Capture outlet ratings and RCD protection, alternator condition, MEN and earthing, cable terminations, insulation resistance with megger readings, and voltage and frequency measurements off load and on load. Record ELR type, toroid details, trip results, and whether results meet specification. Add photos of tags and outlets, note defects and corrective actions, and sign off with technician details for traceability and compliance.
by Louise Coombes, from the CommunityDownloads: 10+Get - Template
Stormwater Structure Assessment Checklist
Use this stormwater structure assessment checklist to standardize inspections of access structures, inlets, manholes, and drains. Record site details, asset numbers, depth class, and structure type. Apply a 1-5 condition rating to identify minor and major defects, including roots, cracks, infiltration, fractures, voids, and cover issues. Capture required photos from site overview to close-ups, and document findings to support maintenance planning, compliance, and asset management for councils, utilities, and contractors.
by Megan Turnbull, from the CommunityDownloads: 10+Get - Template
Solar and Battery Inspection Checklist
Use this checklist to inspect solar photovoltaic and battery energy storage systems. Review site conditions, inverter configuration, DC wiring and isolators, battery management settings, earthing, firmware updates, and required signage to meet AS 5139 and AS 4509. Perform anti islanding checks, record system test results, verify mounting hardware and cable management, and clean panels before commissioning. Ideal for installers, inspectors, and facility managers to ensure safety and compliance.
by Matt Thompson, from the CommunityDownloads: 10+Get - Template
Corrective Action Plan CAPA Non Conformance Form
This corrective action plan template helps teams capture non conformance findings and turn them into actionable CAPA. Record audit or management of change threats, reference IOGP standards, and document root cause analysis using HFACS and BowTie methods. Assess risk impacts across people, asset, environment, and reputation, then build a SMART action plan with clear owners and due dates. The workflow supports change management steps, reviews, and approvals by leadership and safety review bodies, through to final closure. Use this template to standardize quality and safety remediation and improve operational discipline.
by Chris Evans, from the CommunityDownloads: 10+Get - Template
ATEX Inspection Checklist for Hazardous Areas
This ATEX inspection checklist helps teams evaluate electrical and mechanical apparatus in hazardous areas and ensure compliance with ATEX requirements. It covers area classification for zones 0, 1, 2, 20, 21, and 22, verification of documentation and labeling, equipment protection and temperature class, IP rating, integrity of earthing and bonding, cable condition and sealing, breathing and draining devices, and suitability of apparatus for the classified zone. The checklist also guides physical checks, isolation and shutdown where required, recording of certificate numbers, photo evidence, and sign off of completed inspections and repairs. Suitable for energy, oil and gas, chemical, biogas, and wastewater facilities.
by Nicholas Bray, from the CommunityDownloads: 10+Get - Template
DP Energy Audit
This DP energy audit template helps facilities teams assess and improve energy efficiency across buildings. It covers lighting fixtures and exterior areas, office and common spaces, water consumption (toilets, kitchens, pressure, leaks), and electricity use (AC temperature settings, water heaters, toilet fans, air curtains, computers, TVs). It also includes building envelope checks such as window seals and condition. Record observations, note reasons, add comments, and create follow-up actions to reduce consumption and enhance performance. Suitable for offices, public buildings, and local government sites.
by shahd elayyan, from the CommunityDownloads: 10+Get - Template
OnSite Meter Installation Excavation Checklist
This meter installation excavation checklist supports safe utility works from planning to completion. It covers dynamic risk assessment and permit to dig, confirmation of utility drawings for gas, water, and electric, and CAT and signal generator details and calibration. Crews verify pre-dig checks including marking services beyond the dig area, traffic management setup, overhead hazard checks, and tool readiness. The form records excavation specifics such as location, dimensions, trial holes, materials, and site photos before and after. It captures meter installation data including number of boundary boxes, make, model, serial, reading, size, and labels. Site control items like cones, signs, and barriers are included, along with customer feedback, signature, and job timesheet entries. Designed to help teams document compliance and workmanship on every dig.
by David Lord, from the CommunityDownloads: 10+Get - Template
E&I Site Survey Form
This E&I site survey form helps teams capture a complete overview of site conditions and requirements for electrical and instrumentation works. Document access and site condition, CDM and traffic management considerations, and key building details including construction, access, dimensions, doors, and asbestos status. Record electrical supply characteristics, protection, earthing, generators, transformers, and items to replace with supporting photos. Audit telemetry and RTU systems, shared signals and equipment, panel sizes, PSU, and space for upgrades. Log field instrumentation and valves with EX certifications and decide on keep or replace. Plan site works such as new buildings, civil works, cable routing, pits, ducts, and segregation. Add photos, measurements, and notes to support accurate planning and safe execution.
by Shaun Bennett, from the CommunityDownloads: 10+Get - Template
S&C Team Member Safety Observation Checklist 2017
Use this S&C Team Member Safety Observation checklist to evaluate job preparation, site hazards, and documentation before work begins. Verify PPE availability and condition, arc flash clothing, hard hats, and insulating rubber goods. Assess electrical safety practices including barricades, GFCI use, tool condition, energy isolation and LOTO, and zero-energy tests. Check fall protection setup and ergonomics, and confirm required training and certifications such as First Aid, CPR, AED, and OSHA. Record major or minor nonconformances, document corrective actions with owners and due dates, and capture required signatures from the team member, service manager, and auditor.
by Joe Barrios, from the CommunityDownloads: 10+Get - Template
PS Renewables Site Operations Checklist
This PS Renewables checklist supports renewable energy site operations and security. It guides teams through shift details, hardware checks for devices such as mobile handsets, chargers, CCTV DVRs and monitors, documentation and stock reviews, visitor logging, site patrol scheduling, GPS geo-location verification, and incident reporting with photographs. Use it to standardize daily routines, capture issues quickly, and maintain clear records across solar, wind, or other renewable facilities. Templates in the SafetyCulture Public Library are examples and should be reviewed and adapted to your requirements.
by RON JONES, from the CommunityDownloads: 10+Get - Template
Remote Automatic Weather Stations Checklist
Use this inspection checklist to assess remote automatic weather stations and document condition, function, and safety. Verify rain gauge cleanliness and leveling, check anemometer function and vane alignment, inspect temperature and relative humidity sensors and radiation screen, and confirm battery terminals and voltage. Review solar panel orientation, integrity, cabling, and output; ensure the data logger cabinet is dry, secure, and corrosion-free. Check mast stays, enclosure security, vegetation clearance, and note NZTM grid reference. Capture comments, photos, and signatures for traceable reporting.
by Glenn Thompson, from the CommunityDownloads: 10+Get - Template
BOS QHSE Commissioning Audit Checklist
Use this BOS QHSE commissioning audit checklist to ensure equipment and oilfield sites meet BOS and client standards. Designed for field technicians, supervisors, managers, and HSE personnel, it covers technician preparedness, PPE, LOTO, H2S monitoring, SOP and SDS availability, and certifications. Inspect site conditions across ground, floor, and centrifuge stand levels, including electrical safety, lifting gear, containment, housekeeping, and centrifuge components. Capture observations, add photos, and document completion with signatures.
by Gary Bonnett, from the CommunityDownloads: 10+Get - Template
Solar Installation Report Electrical V9 Checklist
This electrical V9 solar installation report guides installers through end to end PV and battery setup. It covers inverter and battery wiring, grid meter and CT clamp connections, DIP switch configuration, LoRa and WiFi commissioning, and safety clearances. Capture DC and AC run details with photos, apply labels and hazard stickers, and document consumer unit work. Include test results such as Zs, Ze, PFC, and insulation resistance. Complete declarations to confirm compliance with BS7671 and MCS guidelines, verify stickers and seals, and walk the customer through isolation points, reset steps, and app usage before sign off.
by Bilal Islam, from the CommunityDownloads: 10+Get - Template
LCREC Utility Job Briefing Checklist
This LCREC job briefing template supports electric utility crews at Lewis County REC. It covers lead lineman and crew details, substation/feeder selection, work order and task codes, status of energized lines, minimum approach, PPE, grounding, tagging, and dispatch notifications. It includes an OSHA-oriented discussion section, a comprehensive hazard assessment (weather, traffic, equipment, climbing, trenches, terrain), mitigating actions, and required signatures.
by Kendall Hawkins, from the CommunityDownloads: 10+Get - Template
Vector Health and Safety Assessment
A comprehensive health and safety assessment checklist for electrical utility field operations and construction works. Use it to identify hazards, plan controls, assign actions, verify permits, and document compliance across activities such as live line work, working at height, scaffolding, EWPs, excavation, traffic management, chemical handling, lifting, and site housekeeping. Includes sections for PPE, subcontractor management, emergency procedures, and work progress to help teams meet network standards and produce clear, auditable records.
by haden power, from the CommunityDownloads: 10+Get