Template

Crude Field Audit Checklist

by Omar Hilburn, from the Community

Use this crude field audit to standardize safety and compliance checks during crude oil loading, unloading, and transport. The checklist covers required PPE and H2S monitoring, truck safety equipment, grounding and chocking, hose and vent connections, tank level verification, and crude testing. It also includes a full vehicle audit for decals, lights, tires, brakes, spill kits, DOT tape and placards, plus cab cleanliness and documentation. A driving audit assesses lane keeping, speed, following distance, railroad crossing stops, and seat belt use. Capture notes, photos, and corrective actions to improve oilfield operations and ensure regulatory readiness.

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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

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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
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 Community
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Badlands WTX Driver Review Form
Assess driver performance at Badlands Tank Lines Texas LLC with a comprehensive review form covering work ethic, safety practices, productivity, and driving skills. The checklist includes verification of PPE use, adherence to safety protocols, H2S awareness, paperwork accuracy, and openness to coaching. It evaluates loading and unloading procedures specific to crude operations, including LACT connections, sampling, grind out, gravity testing, and equipment checks. It also confirms platform logins such as Dispatch Crude and Keep Truckin, DOT inspections, permits, insurance, and emergency equipment. Final sections record training completions, overall ratings, required reevaluations, and approvals by management.
by Michael Stevens, from the Community
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Vehicle and Driving Safety Checklist
This Vehicle and Driving Safety checklist helps organizations assess fleet safety and compliance. It covers pre-visit client details and verification, OSHA-related programs such as IIPP and Emergency Action Plans, safety committees, SDS management, return-to-work programs, and required postings. The checklist guides vehicle inspections and maintenance, including brakes, lights, tires, wipers, and fluid levels. Driving safety practices include valid licensing, seat belt use, hands-free policies, safe following distance, adherence to traffic laws, regular rest breaks, PPE use, and defensive driver training. It also prompts verification of adequate insurance, accurate record keeping for driver logs, inspections, and maintenance. For hazardous materials and cargo, it checks regulatory compliance, proper loading, securing with straps or chains, load balancing, and safe lifting techniques. The template concludes with support options and signature capture.
by Joe Ruyle, from the Community
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Oilfield Truck Safety Inspection Checklist
Ensure vehicle and crew readiness with this bilingual safety inspection checklist designed for oilfield and vacuum truck operations. Review DOT identifiers, logos, permits, WHP and NM DOT details, lighting and reflectors, tires and tread, brakes and pads, fluids and hydraulic systems, vacuum pump, leaf springs, valves and wheel seals, hoses and grounding. Confirm safety equipment including fire extinguisher, cones, triangles, chocks, and PPE such as hard hat, H2S monitor, FR clothing, glasses, boots, gloves, hearing protection, and first aid. Capture paperwork like registration, insurance, inspection, MCS 90, weight and distance, and 2290. Log purchases, incidents, disposal and water stations, supervisor check-ins, diesel usage, and notes.
by Jennifer Zapatq, from the Community
Downloads: 30+
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Crude Field Audit Checklist

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