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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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B.W. Watermain Asset Audit Template
This Watermain asset audit template helps water utilities and infrastructure teams assess single assets in the field. Record core project details (project number, project name, conducted on, prepared by), identify the asset and its location, attach photos for visual documentation, and note observations in a consistent format. Use it to standardize watermain inspections, support maintenance planning, and keep a traceable record of asset condition and issues across sites.
by Robert Newnham, from the CommunityDownloads: 30+Get - Template
Site Survey Checklist for Water Utilities
Use this site survey checklist to carry out condition surveys across water utility sites. Inspect ACE screeners, pumps, and dewatering systems; capture models, serial numbers, hours run, and component condition. Record RAMS compliance, lifting options, isolation details, and photos. Ideal for water companies and contractors managing wastewater and screening equipment.
by John Gartside, from the CommunityDownloads: 30+Get - Template
Salt Water Disposal Facility Inspection Checklist
This salt water disposal facility inspection checklist helps teams verify signage, permits, and site conditions for safe operations. Inspect PPE requirements, confined space labels, tank grounding, handrails, windsocks, chemical storage and SDS, electrical labeling and enclosures, and housekeeping. Confirm H2S monitoring, fall protection, lockout tagout, and leak checks. Validate UIC permits, SPCC and FRP plans, and fire extinguisher inspections to meet regulatory compliance and readiness.
by Rowdy Bragg, from the CommunityDownloads: 30+Get - Template
NPE-Tech Safety Conversation Checklist
Use this Safety Conversation checklist to guide field discussions across electrical servicing, fire servicing, civil works, networks, and streetlighting. Capture job details, location, and conversation number, then review critical risk activities such as driving, working at height, near live electricity, mobile plant, hazardous substances, working around others, traffic, underground services, manual handling, cranes and lifting, working alone, and confined spaces. Record site controls, improvement opportunities, comments, and obtain participant sign-off.
by Erika Pitout, from the CommunityDownloads: 30+Get - Template
Water Sample Collection Checklist
This water sample collection checklist guides teams through disinfection and flushing under relevant standards, selecting sample points across mains, reservoirs, and internal plumbing, and collecting potable or recycled water samples. It covers setup, safety controls and work method statements, sample container handling, tap and standing water procedures, transport to the laboratory, and final demobilisation. It also lists required analyses including heterotrophic plate count, coliforms, E. coli, chlorine levels, turbidity, true colour, electrical conductivity, and pH, plus fields for project information, drawings, approvals, and reporting.
by Cam Reid, from the CommunityDownloads: 30+Get - Template
EV Charger Testing Checklist
Standardize EV charger inspections with this checklist. Capture project and site details, customer contact, and charger information including model, serial number, firmware, supply phase, voltage, current, and power. Record test equipment used such as an EV simulator and multimeter. Verify configuration options including WiFi, 4G, Ethernet, free vend, and RFID. Perform earthing and RCD tests, document results across multiple test steps, note defects, assign actions, and track corrective measures to maintain safe, compliant EV charging infrastructure.
by muzammil ahmad, from the CommunityDownloads: 30+Get - Template
Origin CSG Projects - KCM Inspection - Exposure to live parts could harm a Worker.
Critical Risk - Worker could be harmed by contact with live parts ( Water, Gas, Electricity, Pressurised Systems)
by Tony Boreham, from the CommunityDownloads: 30+Get - Template
Wireline General Audit Checklist
This wireline general audit checklist supports safe oil and gas wellsite operations. It guides pre job safety meetings, confirms fire extinguishers are accessible, positions the service unit upwind of the wellhead, and restricts personnel near pressurized equipment. It covers caution taping the wireline path, securing open ended flow lines, inspecting and pressure testing lubricators, swages, unions and valves, verifying bleed valves and gauges, and cycling bleed valves after depressurizing. It includes emergency engine shutdown checks, welding exclusion near the wellhead, spill containment, secure sheaves and shackles, BOP function tests, and required equipment verification.
by Thadius Eby, from the CommunityDownloads: 30+Get - Template
Kdec Solar Commissioning Check Off
Use this Kdec V3.2 Solar Commissioning Check Off checklist to guide safe, compliant PV system handover. It covers module and inverter details, string configuration, tilt and orientation, frame certification, sealing of roof penetrations, wiring support and loss limits, isolators at the array and inverter, and an AC main switch. It includes continuity and insulation resistance tests, open circuit voltage and short circuit current checks for each string, and verification of inverter shutdown and reconnection times for anti-islanding. The template also records CEC installer and designer details, license numbers, and requires all mandatory solar safety labels to be affixed.
by Cameron Walker, from the CommunityDownloads: 30+Get - Template
Consent to Survey - Remote and Regional Service Stations
This consent form authorizes SafeWork NSW to contact remote and regional service stations for follow up surveys and research that aim to improve work health and safety initiatives. It collects PCBU details and privacy consent, outlining how information is used, stored, and shared with approved third parties in line with the Privacy and Personal Information Protection Act 1998. Participants can access, amend, or revoke consent at any time via the listed contact channels.
by Simon Petley, from the CommunityDownloads: 30+Get - Template
Wastewater Treatment Plant H&S Audit Checklist
This Health and Safety audit checklist helps wastewater treatment plant teams assess compliance and site readiness across offices, main plant areas, and pumping stations. It guides checks for fire extinguishers, first aid kits, eyewash stations, emergency lighting, PPE, spill kits, ladders, battery storage, and site security. It also covers confined space and fall protection equipment, generator and MCC rooms, UV and clarifier areas, and documentation such as JHSC materials, WSIB Reg. 1101, emergency preparedness plans, and workplace policies. Use it to identify hazards, verify maintenance and housekeeping, and ensure workers are trained and emergency-ready.
by Tina Albert, from the CommunityDownloads: 30+Get - Template
ASP Audit V2.0 for Solar PV
This ASP Audit V2.0 checklist supports planned preventive maintenance for Solar PV systems. It covers roof access and safety, array condition and cleanliness, weather and irradiance, inverter identification and labelling, AC and DC isolator checks, G59 relay operation, PV distribution board and metering, combiner box integrity and surge protection, string verification and voltage readings, and documentation of faults and repairs. Technicians can capture photos, record production readings, verify earthing and cable management, and ensure correct warnings and labels. The audit helps maintain safe operation, meet electrical regulations, and confirm the system is functioning correctly upon completion.
by Benjamin Phillpott, from the CommunityDownloads: 30+Get - Template
Visite exploitation postes sources
Ce modele de checklist aide a realiser la visite d exploitation des postes sources. Il couvre le controle des clotures, portails et portes, la signalisation reglementaire, les telephones et alarmes, les batteries, le materiel de securite (VAT HTA HTB, perches, cones), l etat des batiments et locaux HTA, l eclairage et chauffage, ainsi que les releves et verifications du compteur d eau. Inclut des rubriques SF6, amiante, SEVESO et consignes. Concu pour les equipes reseau et distribution electrique.
by Quentin Lautrie, from the CommunityDownloads: 30+Get - Template
Commercial Assets Count Checklist
This Commercial Assets Count template helps fuel sites and industrial facilities inventory critical assets. Capture customer and location details, then log pump types (AG Walker, Tokheim, Prowalco, Gilbarco), model and serial numbers, hose counts, mechanical or electronic counters, products dispensed, and photos. Record tank details including above or underground, horizontal or vertical orientation, product type, and capacity. Document HFO installations such as heaters, PVR, gauges, strainers, and filters. Track additional equipment and obtain signatures for conducted counts, customer acceptance, and manager endorsement.
by Hugo Adendorff, from the CommunityDownloads: 30+Get - Template
Power Quality Report Checklist
This power quality report template helps electrical utilities and field technicians document service and power quality issues. Capture inspection date and time, employee details, and member information including address, meter number, and reported issues such as blinking, dimming, flickering, bright or dim power, and outage frequency. Record service particulars like transformer KVA, service and entrance wire sizes and types, and open wire secondary details. Assess meter pan conditions and under-load voltages (left and right lug to ground, and phase-to-phase), noting connection status (OK, loose, corroded, rusted, burnt, replaced). Inspect weatherhead connections and service wire to the transformer. Measure transformer voltages (phase-to-ground and phase-to-phase) and review low- and high-side connections, hotline clamp condition, saddles, guards, fuse kit conversions, and bushing condition. Conclude with final assessment, comments, photos, sketches, and employee signature.
by Joe Wilson, from the CommunityDownloads: 30+Get - Template
Energy Audit Template
Use this Energy Audit Template to evaluate building energy performance across lighting, HVAC, insulation, and controls. Capture utility account access, review bills, and document solar panels, BMS settings, boilers, heat pumps, and RTUs. Inspect rooms and zones for set points, ventilation, and gaps, and record equipment details for kitchens, restrooms, and mechanical spaces. Standardize assessments, identify savings opportunities, and streamline facility energy management.
by Fa Nc 1, from the CommunityDownloads: 30+Get - Template
Duty of Care Waste Contractor Audit
This comprehensive checklist helps organizations audit waste contractors for duty of care compliance. It covers company credentials, waste carrier and broker licences, EPR permit numbers, environmental protection measures, bunded storage, trade effluent consents, monitoring and records of regulator visits. It includes health and safety checks such as policies, training, PPE, RIDDOR history, risk and COSHH assessments, and equipment maintenance. Site specific sections assess transport fleets, insurance, certifications such as ISO 9001 14001 45001, security, emergency procedures, and documentation. Specialized modules address hazardous waste, WEEE, landfill, incineration, and solvent recovery controls, with evidence collection and audit outcomes.
by Heidi Barnard, from the CommunityDownloads: 30+Get - Template
Schneider Electric POWRA and LOTO
This Schneider Electric POWRA and Lockout Tagout checklist guides teams through point of work risk assessment and safe electrical isolation. It covers preparation with drawings and briefings, required PPE for shock and arc flash, and step-by-step controls: remove load, isolate all conductors, secure isolation with personal locks and tags, verify absence of voltage with a rated tester, apply earthing or short-circuiting where required, and protect adjacent energized circuits. Includes roles for SE and customer persons in charge, switching schedule, group lock box option, SF6 considerations, and signature sign-on for the full work team.
by Jeremy Rigby, from the CommunityDownloads: 30+Get - Template
Monthly RMU Inspection Checklist for Substations
Comprehensive guide for conducting monthly Ring Main Unit inspections at QCH substations. Includes SF6 gas checks, indicating lights, clearance verification, and access protocols.
by Dougald Jillett, from the CommunityDownloads: 30+Get - Template
HtG Gas Safety Inspection Checklist
Use this HtG Gas Safety Inspection template to document plumber details and licensing, site and customer information, and key checks across gas installations and appliances. Assess LP gas cylinders, regulators and pigtails, perform leakage tests, confirm appliance isolation valves, electrical safety, adequate ventilation, and clearances to combustibles. Record compliance against AS 4575, identify faults and required remedial actions, and complete a declaration with date and signature. Ideal for plumbers, gasfitters, and facility teams to standardize inspections and improve safety compliance.
by Mark Sullivan, from the CommunityDownloads: 30+Get - Template
WINS OVIQ Offshore Vessel Inspection Checklist
A standardized Offshore Vessel Inspection Questionnaire supporting offshore operations. Sections cover crew and contractor management, navigation and bridge procedures, safety and security, permit to work, lifting equipment, lifesaving appliances, fire safety, pollution prevention and MARPOL compliance, structural condition, communications and GMDSS, propulsion and machinery, dynamic positioning operations, and task specific modules for anchor handling, towing and pushing, supply boat operations, emergency response and rescue vessels, ROV and diving, oil recovery, and seismic and geotechnical survey. Use this checklist to verify compliance with OCIMF guidelines and industry best practice across offshore fleet operations.
by Devi Samosir, from the CommunityDownloads: 30+Get - Template
Solar PV Installation Quality Control Checklist
Ensure consistent quality across solar PV installations with this daily inspection checklist used by RESCo Energy Inc. It guides site supervisors through racking and ballast, module mounting, PV wiring and labeling, combiner box placement and sealing, cable tray and TECK cable runs, and inverter and AC cabinet checks. Use it to document issues, assign corrective actions, capture signatures, and keep the work area clean before end of day.
by Terrence Haynes, from the CommunityDownloads: 30+Get - Template
ENWL Site Ready Visit Form
Use this ENWL site ready visit form to assess site preparedness before power connection. Capture project details, customer contact and MPAN, traffic management requirements, cable length and type, and required materials. Record visit dates, signatures, and photo evidence to confirm next steps and readiness for energization.
by Stephen Cooke, from the CommunityDownloads: 30+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.