Template

SSQM Site Safety and Service Audit

by Erik Smith, from the Community

This SSQM Site Safety and Service Audit template helps teams manage safety and quality at oil and gas sites, including FRAC operations. It covers employee PPE compliance, equipment readiness, truck and tank staging, spill protection, fueling routines, paperwork accuracy, and communication standards. Use it to document hazards, site conditions, safety meetings, and shift check-ins, and to capture customer satisfaction and weekly service topics. Standardize audits, reduce incidents, and improve field service performance.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Service Engineers Site Inspection Checklist
This service engineers site inspection checklist helps field technicians and supervisors assess safety and compliance on customer sites and plant rooms. It covers PPE, working at height (ladders, towers, MEWPs, harness use), plant and access conditions, electrical safety and lockout, hot works and permits, gas works competency and documentation, lifting equipment and barriers, COSHH and hazardous substance controls, housekeeping and storage (including cylinders), welfare facilities, reporting of incidents and near misses, asbestos awareness, and vehicle readiness. Use it to standardize inspections, capture evidence, and ensure hazards are identified and controlled before and during maintenance tasks.
by Shaun Tribbeck, from the Community
Downloads: 10+
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Template
SLS Service and Quality Audit Checklist
Use this monthly Service and Quality Audit checklist to complete a high level review of compliance across your site. Assess customer service at reception and entrances, verify cleaning standards and grounds maintenance, and perform targeted cleaning inspections. Check health, safety and environment practices including COSHH, fire safety logs and signage, first aid records, and PPE. Review staff training matrices and e learning completion, and capture service improvement ideas. Conclude with sign off from the site representative and the auditor.
by Jamie Clark, from the Community
Downloads: 10+
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Template
Electrical Field Service Safety Review
This checklist supports safety audits for electrical field service work. It covers job documentation, site conditions, PPE and arc flash readiness, lockout tagout, fall protection, hot work, ergonomics, and safety training verification. Use it to confirm compliance with customer and regulatory requirements, assess equipment condition and calibration, and validate training currency. Capture nonconformances, assign follow up actions, and record signatures from the team member, service manager, and auditor.
by Joe Barrios, from the Community
Downloads: 0
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Template
Field Service Audit Checklist
This Field Service Audit template helps oil and gas field service teams verify safe, consistent operations. It covers pre and post rig up checks including line pressure status, unions and shackles, anchor points, and iron integrity. PPE requirements such as Level 5 PPE, H2S monitoring, bump tests or calibration, and fall protection are included. Human factors prompts address weather, hydration, nutrition, rest, and check-ins. DOT compliance items include documentation, signage, and DVIR pre and post-trip inspections. Use this audit to standardize safety meetings, JSA/POWRA completion, equipment inspections, and field readiness before, during, and after jobs.
by Eric Link, from the Community
Downloads: 20+
Get

Service Engineers Site Inspection Checklist

This service engineers site inspection checklist helps field technicians and supervisors assess safety and compliance on customer sites and plant rooms. It covers PPE, working at height (ladders, towers, MEWPs, harness use), plant and access conditions, electrical safety and lockout, hot works and permits, gas works competency and documentation, lifting equipment and barriers, COSHH and hazardous substance controls, housekeeping and storage (including cylinders), welfare facilities, reporting of incidents and near misses, asbestos awareness, and vehicle readiness. Use it to standardize inspections, capture evidence, and ensure hazards are identified and controlled before and during maintenance tasks.

by Shaun Tribbeck, from the Community

10+

Get

Template

SLS Service and Quality Audit Checklist

Use this monthly Service and Quality Audit checklist to complete a high level review of compliance across your site. Assess customer service at reception and entrances, verify cleaning standards and grounds maintenance, and perform targeted cleaning inspections. Check health, safety and environment practices including COSHH, fire safety logs and signage, first aid records, and PPE. Review staff training matrices and e learning completion, and capture service improvement ideas. Conclude with sign off from the site representative and the auditor.

by Jamie Clark, from the Community

10+

Get

Template

Electrical Field Service Safety Review

This checklist supports safety audits for electrical field service work. It covers job documentation, site conditions, PPE and arc flash readiness, lockout tagout, fall protection, hot work, ergonomics, and safety training verification. Use it to confirm compliance with customer and regulatory requirements, assess equipment condition and calibration, and validate training currency. Capture nonconformances, assign follow up actions, and record signatures from the team member, service manager, and auditor.

by Joe Barrios, from the Community

Get

Template

Field Service Audit Checklist

This Field Service Audit template helps oil and gas field service teams verify safe, consistent operations. It covers pre and post rig up checks including line pressure status, unions and shackles, anchor points, and iron integrity. PPE requirements such as Level 5 PPE, H2S monitoring, bump tests or calibration, and fall protection are included. Human factors prompts address weather, hydration, nutrition, rest, and check-ins. DOT compliance items include documentation, signage, and DVIR pre and post-trip inspections. Use this audit to standardize safety meetings, JSA/POWRA completion, equipment inspections, and field readiness before, during, and after jobs.

by Eric Link, from the Community

20+

Get

SSQM Site Safety and Service Audit

About author

You might also like

Service Engineers Site Inspection Checklist

SLS Service and Quality Audit Checklist

Electrical Field Service Safety Review

Field Service Audit Checklist

You might also like

Service Engineers Site Inspection Checklist

SLS Service and Quality Audit Checklist

Electrical Field Service Safety Review

Field Service Audit Checklist