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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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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 - Template
Air Source Heat Pump Survey Template
This Air Source Heat Pump Survey template guides pre-install assessments for residential properties. Capture client and address details, property type and bedrooms, electrical service and meter location, existing heating and fuel source, and heat emitters. Document boiler and cylinder locations and dimensions, number of bathrooms, and new system requirements including preferred manufacturer, cylinder size and type, and controller placement relative to pump, cylinder, and fuse box. Specify proposed heat pump location, condensation considerations, radiator change needs, trunking, pipe types and sizes, and distance from pump to cylinder. Attach survey photos and drawings to support accurate installation planning.
by nashe infinity, from the CommunityDownloads: 30+Get - Template
Hydrocrane Inspection Checklist
Use this hydrocrane inspection checklist to guide daily pre trip inspections and field readiness. Verify driver credentials and documentation, confirm current inspections, and complete journey management plans. Inspect brakes, tires, outriggers, boom, hooks, blocks, lines, sheaves, turret bolts, lubrication, and leaks. Record auditor and employee details, note deficiencies, attach photos, and submit repair requests to keep lifting operations safe and compliant.
by Brent Walker, from the CommunityDownloads: 30+Get - Template
Sewermain End of Maintenance Period Audit
This end of maintenance period audit checklist helps inspectors assess newly installed or rehabilitated sewer mains. It covers manhole checks for cover level, damage, sealing, and debris; inspections of maintenance shafts and terminal maintenance shafts for cover stability, clearances, and shroud condition; observation and measurement of trench settlement by location, depth, and length; evaluation of trench reinstatement quality; and verification of site cleanup and demobilisation. The form supports comments and photos for each item to document compliance and defects before handover.
by Jon Becker, from the CommunityDownloads: 30+Get - Template
Solar Site Audit Checklist
This solar site audit checklist helps teams assess safety and compliance before and during PV installation work. It covers SWMS readiness, footwear and ladder setup, edge protection and fall restraint, roof anchors and harness verification, and ladder placement requirements. It prompts checks for electrician, CEC, and working-at-heights licenses, plus EWP certification when applicable. The audit also includes tool readiness, AC/DC cable compliance, export control hardware, and a general visual review against AS3000, AS5033, and AS4777. Use this template to standardize inspections and reduce risk on solar projects.
by ZHENZHONG ZHU, from the CommunityDownloads: 30+Get - Template
Sewer Lateral Inspection Checklist
This sewer lateral inspection checklist helps verify key elements of a private sewer connection before approval or maintenance. Inspectors can confirm cleanout accessibility, identify connection points and tap locations, and document whether a drop-in is installed at the manhole. It also covers property line cleanouts, pipe type approvals, multiple structures served, and the presence of a working backflow prevention device. The checklist flags illegal connections such as sump pumps, roof gutters, foundation drains, and heat pumps, and prompts inclusion of a site drawing showing buildings, roads, water lines, and the proposed lateral path. Use the corrective actions and comments sections to capture issues and resolutions, and record inspector details and timestamps.
by Arber Himaj, from the CommunityDownloads: 30+Get - Template
Sewer Cleaning & Root Cutting Activity Audit
Conduct comprehensive audits of sewer cleaning and root cutting works with this structured checklist. Verify HSEQ documentation and PPE, traffic and pedestrian management, environmental controls, customer considerations, and vehicle, plant and equipment readiness. Includes items for wet well and manhole safety, contamination prevention, logs and permits, and opportunities for improvement. Ideal for utilities crews and contractors.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Truck Inspection Template 2.0
This Truck Inspection Template 2.0 helps drivers and utility crews perform consistent pre trip and post trip inspections for linework and service trucks. Check critical safety gear like fire extinguisher, first aid kit, AED, body harness and lanyard, slings, ladders, chains and nylon straps, plus tools such as extendo sticks, shotgun sticks, chain saws, drills, and hoists. Verify winch lines, bumper winches, auger straps, tamp hoses, and housekeeping in the cab, bed, and baskets. Capture photos, log defects, assign corrective actions with priority and due dates, sign off digitally, and export reports as PDF, Word, Excel, or web link.
by Dan Ulhorn, from the CommunityDownloads: 30+Get - Template
EV Charger Maintenance Inspection Form
Use this digital maintenance inspection form for EV charging equipment. Capture site details and EVSE information, record Ocular model and serial number, assess charger cleanliness and RFID, run Metrel functional, socket, and RCD tests, check AC isolator, wiring size, meter, and contactor, verify cable run integrity and load control, confirm communications, log action items with photos, rate installation quality, and sign off with date and time.
by ari nikols, from the CommunityDownloads: 30+Get - Template
Auditoría de Mantenimiento para Estaciones de Servicio
Plantilla en español para realizar una auditoría de mantenimiento en estaciones de servicio. Incluye verificación de bombas y mangueras, válvulas Shut Off, sensores de líquido, hologramas y sellos regulatorios, displays de precio por litro, y recepción de combustible con sus registros. Cubre seguridad y cumplimiento: extintores, señalización, paros de emergencia, tierra física, tapas de pozos, y estado de compresores y aspiradoras. Añade controles de orden y limpieza, manejo de residuos peligrosos y trampa de grasa, ayudando a estandarizar inspecciones y asegurar operación segura y conforme a normas.
by Adriana Guzman, from the CommunityDownloads: 30+Get - Template
EV Charger Preventive Maintenance Checklist
Use this preventive maintenance checklist for electric vehicle charging stations to verify safety, reliability, and compliance. It covers site and equipment details, external condition and environmental checks, cable and connector integrity, labels and signage, lighting and crash protection, and power supply terminations. Perform RCCB trip tests, AC/DC charging functionality tests, CP short fault simulations, and measure PP-PE resistance. Record findings, note next inspection dates, and follow fault reporting steps to lock out unsafe equipment.
by Michelle Ergider, from the CommunityDownloads: 30+Get - Template
Sewer Branch/Main Network Activity Audit Checklist
This template supports auditing of sewer branch and main network activities for utilities and contractors. It covers HSEQ requirements, traffic and pedestrian management, environmental protections, customer considerations, vehicles, plant and equipment, asbestos tasks, excavation and road opening controls, and M&E/sewer checks. Verify JSEA completion and controls, PPE, permits and service locates, housekeeping, silt traps and contamination prevention, asset protection, tool and vehicle logs, operator licences and tickets, confined space and fall protection, and proper reinstatement. Capture evidence with photos and record signatures for final sign-off.
by Reuben Fryer, from the CommunityDownloads: 30+Get - Template
Low Voltage Work Justification Checklist
Use this Low Voltage Work Justification checklist to document site details, scope, and risk controls before undertaking live LV work or isolations. Confirm essential services impact, worker competency and training, PPE and insulated tools, approved procedures, and whether risks justify live work. Capture approvals and accountability to meet electrical safety standards.
by Erika Pitout, from the CommunityDownloads: 30+Get - Template
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 CommunityDownloads: 30+Get - Template
Piping Systems Labeling and Color Coding Checklist
This checklist supports compliance with AFI 91-203 for safety color coding, labeling, and marking of piping systems. It covers evaluating locations, minimizing markings, applying correct color codes, identifying hazardous materials, addressing secondary hazards with warning colors, and confirming methods of identification. It also prompts supervisors to ensure personnel working with piping systems are trained and that training is documented. Use it to audit facility and utility piping, improve hazard communication, and standardize pipe marking practices across sites.
by Trevor McMartin, from the CommunityDownloads: 30+Get - Template
Service Engineer Safety Performance Review Checklist
This checklist supports a comprehensive safety performance review for field service engineers working around electrical systems and industrial sites. It guides teams through job site documentation and emergency preparedness, site-specific training and certifications, PPE compliance including arc flash protection, fall protection controls, hot work permits, and robust electrical safety and LOTO procedures. It also addresses ladder inspections, ergonomics and safe lifting, tool and equipment condition, MSDS availability, and coordination with customers for diagrams and access. Use it to verify compliance, reduce risk, and drive EHS performance.
by Kim Xie, from the CommunityDownloads: 30+Get - Template
IAEC RESAP - Section 11: Truck and Personal Tools
Distribution/Transmission Onsite Observation
by John Dvorak, from the CommunityDownloads: 30+Get - Template
Wales Environmental Site Audit Report
This site audit report template supports field teams working on water and wastewater operations. It guides crews through pre start checks, traffic management, site safety, PPE, equipment and calibration, confined space gear, gas monitoring, and communication readiness. It also covers daily vehicle inspections including cleanliness, signage, and license compliance, plus document control such as permits, job sheets, transfer notes, tachographs, and identification. Use it to standardize audits, improve compliance, and capture evidence on every visit.
by John Jones, from the CommunityDownloads: 30+Get - Template
Solar Thermal Service Checklist
This solar thermal service checklist helps technicians and facility teams assess and maintain solar hot water systems. Verify collector installation and penetrations, controller and electrical compliance, pump station mounting, and correct sensor placement. Check the solar-rated expansion vessel, capacity and set pressure, recharge if needed, purge air, confirm flow rate, and record system and hot water temperatures. Capture glycol concentration, system pressure, relief valve rating and discharge location. Note defects, attach photos, and collect customer feedback to ensure safe, efficient operation.
by ADAM WARD, from the CommunityDownloads: 30+Get - Template
Standard Connection Project Completion Report (PCR)
This Project Completion Report (PCR) template is for accredited contractors delivering standard water and sewer connections for the City of Gold Coast. It covers pre-construction checks (dilapidation report, development approval), SEQ Code and IPAM compliance, construction activities with safety, excavation, and connection photos, and post-construction requirements. Sections include new and redundant water meters, as-constructed information with GIS references, licensed plumber details, and final sign-off. Use it to ensure compliant documentation and smooth submission to Water and Waste.
by Lyndon Hockey, from the CommunityDownloads: 30+Get - Template
Safety Equipment Quarterly Inspection Form
This quarterly inspection checklist helps technicians verify the condition and readiness of critical safety equipment before field work. It covers ladders and components, hard hats and suspension, fall protection gear including harnesses, buckles, lanyards and shock absorbers, and general vehicle safety items such as first aid kits, fire extinguishers, cones, beacons, and gas detectors. Use it to standardize safety checks, maintain compliance, and ensure equipment is safe and serviceable.
by Nigel Harrison, from the CommunityDownloads: 30+Get - Template
AEP Forestry Contract Crew Audit Form
Use this AEP Forestry Contract Crew Audit Form to evaluate utility vegetation management crews performing line clearance. The checklist covers PPE and safety gear, traffic control devices, fall protection and approach distances per OSHA 1910.269, hazardous material storage and herbicide labeling, job briefings, and housekeeping. It also assesses forestry-specific work quality including species clearance, ROW width, danger trees, collar cuts, directional pruning, drop crotch selection, stump height, hangers, pole clearing, and cleanup. Reporting accuracy is reviewed for trees trimmed/removed, footage or acres treated, widening, and O&M vs capital data. Crew readiness, equipment condition, customer relations, permits, and planning are also included.
by Stephen S, 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.