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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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Solar and Wind Turbine Site Inspection Checklist
Use this quick inspection checklist to assess solar sites and wind turbine installations. Document site access, fences, and stay wires. Inspect battery boxes, voltages, and draws; review solar panels for issues; record charger and controller settings; verify wind turbine configuration; check security camera placement; assess lattice mast, fall arrest, anodes, and earthing. Capture photos and comments to support maintenance, safety, and compliance while improving reliability and uptime.
by Nashim Singh, from the CommunityDownloads: 20+Get - Template
Tree Maintenance Job Safety Analysis (JSA)
Use this Job Safety Analysis template to plan and document safe tree maintenance work, especially near powerlines. It guides crews through hazard identification, weather checks, traffic management, PPE, and equipment setup for trucks, chippers, towers, utes, and chainsaws. Includes steps for climbing operations, safety observer requirements, harness and gear checks, and SWMS compliance. Capture site details, utilities risks and conductor types, first aid, and other hazards. Collect staff signatures to confirm controls before work begins.
by michael O'Dwyer, from the CommunityDownloads: 20+Get - Template
TR 8025 - Installation of Whole Current Meters
This mentor onsite report supports the TR 8025 process for installing whole current electricity meters. It guides technicians through verifying work orders, assessing site hazards, obtaining access permits, de energizing, removing existing metering equipment, capturing meter reads, mounting and wiring the new meter, performing verification and electrical safety tests including polarity and neutral supply, validating the installation, and finalizing the work order. It also covers UTC handling, NEXUS process awareness, documentation, photos, and mentor and technician sign off.
by Stuart Bailey, from the CommunityDownloads: 20+Get - Template
Biomass Site Survey Template
Streamline biomass heating quotes with this on-site survey template. Record existing boiler details, controls, flues, photos, and disposal needs. Specify new boiler type such as chip or pellet, fuel store location, trench routes, underground pipe lengths, and cabling distances. Capture site services, welfare arrangements, unloading requirements, and client sign-off for accuracy and safety. Ideal for renewable energy installers and facilities teams.
by Gareth Stephens, from the CommunityDownloads: 20+Get - Template
Visite technique postes sources AIS DR PYL
Ce modèle en français guide la visite technique de postes sources AIS. Il couvre les vérifications clés des disjoncteurs HTB/SRB, transformateurs HTB/HTA, sectionneurs, TCFM et services auxiliaires. Les contrôles incluent ventilation, chauffage, étanchéité, fuites d’huile, niveaux d’huile, voyants et appareillages de mesure, batteries 127 V et 48 V (état, niveaux, tensions de floating, alarmes), systèmes de rétention et mises à la terre. Utilisez cette checklist pour standardiser vos inspections, documenter les relevés et garantir la sécurité et la conformité des installations.
by Rémy Tuyaret, from the CommunityDownloads: 20+Get - Template
CQU Hazardous Area Housekeeping Checklist
This CQU hazardous area housekeeping checklist supports safe operations in classified zones. It guides auditors through pre-inspection details, hazardous area classification, and visual checks, including spills, dust build-up, undocumented ignition sources, and adherence to area restrictions. It covers equipment and cabling integrity, RCD testing, and environmental protection, along with dossier verification for drawings, data sheets, and testing records. Use photos to document issues and tags, note actions, and email the completed report to the designated CQU address for follow-up.
by Chris Harris, from the CommunityDownloads: 20+Get - Template
Stallion Centrifuge Commissioning Report
Use this supervisor-led commissioning report to document Stallion centrifuge setup on drilling rigs. Capture paperwork checks such as JSA and risk assessments; verify safe hose routing, cable management, and grounding; inspect BICC connectors, drying shakers and screens, centrifuge stands, and wear liners. Record feed pump wiring and rotation, overall rig-up photos, and third-party equipment for liability mitigation.
by Robert Domingue, from the CommunityDownloads: 20+Get - Template
Torque Wrench Inspection Checklist
A concise inspection checklist to ensure torque wrenches used in oil and gas completions are safe and accurate. Verify certification dates, required torque, hydraulic power pack condition and fluid levels, gauges, power cords and switches, high-pressure hoses and fittings, torque and backup heads, hand tools, safety handle, and accessories. Use this template to document equipment details such as asset and job numbers, wrench size, and flange sizes, and to standardize pre-use checks for reliable field performance.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
Auditoria de Subestação: Segurança e Conformidade
Este checklist de auditoria para subestações elétricas ajuda a mapear não conformidades e orientar ações corretivas. Abrange requisitos de segurança contra incêndio (porta corta-fogo P-90, rotas de fuga, sinalização, extintores, detectores e sirenes), controle de acesso, identificação de equipamentos, documentação elétrica, medições e boas práticas de instalação. Inclui verificação de bloqueio e etiquetagem, riscos de curto-circuito e condições de conservação de painéis, transformadores e dispositivos de proteção.
by BPC HEO, from the CommunityDownloads: 20+Get - Template
RADDS Office HSE Audit Checklist
This RADDS office audit template helps evaluate head office compliance with health, safety and environmental requirements for oil and gas additive operations. It covers leadership commitment, HSE objectives, manning and training, procedures and documentation, management of change, and accident or incident investigation. The checklist includes controls for risk assessment, work permits, confined space entry, gas testing and calibration, and maintaining MSDS for additive products. It also reviews communication practices, inductions, and follow up actions to ensure continuous improvement.
by Robert Mclean, from the CommunityDownloads: 20+Get - Template
Utilities Meter Audit Checklist
Use this utilities meter audit checklist to standardize and document meter inspections. Record meter numbers and readings, confirm CT and VT ratios, attach photos of the meter, capture GPS coordinates and site address, and log audit dates and preparer details. Ideal for utility teams and contractors needing consistent evidence for compliance and billing accuracy. This starter template helps ensure accurate data capture across sites and supports audit trails and quality control.
by Nama Khoi, from the CommunityDownloads: 20+Get - Template
Cased Hole Wireline Field Safety Audit Checklist
This field safety audit checklist supports cased hole wireline operations in oil and gas. It covers logging unit exterior and cab readiness, pre-trip documentation, safety equipment, and hoisting certifications. The tool lists recording cab requirements, MSDS and safety manuals, hoisting tools, and thread protection. Radiation controls include TLD badges, ALARA practices, exposure limits, warning signs, survey meters, and handling procedures. Explosives and perforating checks address meetings, signage, detonator tubes, stray voltage, radios, and magazines. Pressure control items include certificates, valves, gauges, pack-off components, wellhead integrity, grease supply, cleanliness, and thread protection. Crew PPE and documentation, pickup truck readiness, and crane inspections are also included, with space for auditor comments and signature.
by Rob Crewe, from the CommunityDownloads: 20+Get - Template
6-Monthly Mobile Generator Maintenance Schedule
Use this 6-monthly maintenance schedule to inspect and service mobile generator plants. The checklist covers alternator and engine checks (oil, filters, belts, coolant, leaks), battery condition and voltages, bunding and spill controls, solar input, and fire extinguisher status. Verify control panel operation with meter and lamp tests, perform RCD testing, and exercise the main generator breaker. Inspect canopy lights, locks, and solar mounting; confirm earthing continuity and general condition. Include protection and emergency stop tests, plus cable cabinet, trailer, and equipment box inspections where applicable. Record maintenance details, engine and kW hours, next service due, and work order numbers.
by David Hill, from the CommunityDownloads: 20+Get - Template
Post-Completion Boiler Audit Sheet
This post-completion boiler audit sheet guides auditors and engineers through key gas safety checks after a job is complete. It covers boiler make and model, GC number, electrical safety including fuse rating, safe isolation and preliminary tests, flue construction and performance, ventilation, operating pressure and heat input, inlet working pressure, flue gas analysis and FSD testing, condensate and pressure relief pipework, tightness testing and disturbed joints, system bleeding and control checks. It also includes sections for identifying unsafe situations, documenting job completion steps, issuing safety advice or warning notices, labeling, appliance isolation, customer satisfaction and handover, Gas Safe ID verification, and sign-off with audit result.
by Andrew Hague, from the CommunityDownloads: 20+Get - Template
Kaberry Gas Test Audit Checklist
Use this gas test audit checklist to capture key details for gas safety assessments. Record asset information, make and model, and attach photos. Note KW and gas consumption, confirm Kaberry asset tags and tag numbers, and document asset locations. Assess the condition of appliances and surrounding pipework, add comments and issue photos, and specify fuel type and meter size. Include a simple line drawing to illustrate the installation. This template supports consistent inspections and clear documentation for compliance and maintenance planning.
by Jon Heginbotham, from the CommunityDownloads: 20+Get - Template
Payzone Completion Pre Drill Out Checklist
This pre drill out inspection checklist supports oil and gas wellsite completions. It covers checks for flowlines, unions, valves and valve positions, whip checks, hose routing, manifolds and clamps, choke indicators, transducers, pressure gauges, and tank level monitors. It also includes readiness checks for hydraulic fluid, diesel and power units, ground rods, wind socks, and the availability of essential spares such as choke trim, seal rings, positive chokes, hoses, cables, and gauges. Use it to document findings, confirm equipment readiness, and help improve safety and compliance before operations begin.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
BAR TH 164 - Releve Terrain Audit Energetique
Modele detaille en francais pour la previsite d'un audit energetique residentiel. Il couvre les informations client et site, surfaces habitables par niveau, orientation et annee de construction, systemes de chauffage et d'eau chaude sanitaire, presence de bois, sous-sol et garage, mesures et photos requises. La section toiture et combles inclut acces, surfaces, isolation et ventilation. Les facades nord, sud, est et ouest regroupent compositions, epaisseurs, types d'isolation et ouvertures avec materiaux et volets. Sont prevus des croquis et la signature du beneficiaire confirmant la visite technique par AS CONSULTING.
by Simon levy, from the CommunityDownloads: 20+Get - Template
Inspección de seguridad integral
Esta plantilla de inspección de seguridad integral ayuda a evaluar condiciones críticas en instalaciones industriales, especialmente en plantas de gas, poliductos y estaciones. Incluye secciones sobre saneamiento, iluminación, ventilación, temperatura, humedad y ruido; gestión de riesgos químicos y biológicos; peligros mecánicos y locativos (pisos, paredes, ventanas, puertas, escaleras); señalización y rutas de evacuación; riesgos eléctricos y estado de equipos; preparación ante emergencias (extintores, alarmas, botiquines); orden y aseo; EPP; y seguridad física y control de accesos. Úsela para identificar peligros, implementar controles y cumplir normativas HSE.
by YERLINSON ROJAS MÁRQUEZ, from the CommunityDownloads: 20+Get - Template
Monthly Environmental Visual Inspection
Perform a comprehensive monthly environmental visual inspection for facilities with fuel storage. This checklist covers administrative compliance, Class A B and C operator designations, training records, permits, and emergency response planning. Verify spill kits, dispenser condition, ATG status, and required safety signage. Inspect UST and AST components including sumps, spill buckets, piping, containment, vents, gauges, and alarms to detect leaks. Confirm waste labeling and retention of shipping records to maintain regulatory compliance and site safety.
by Jon Ellsworth, from the CommunityDownloads: 20+Get - Template
Ancillary Building VESDA Routine Inspection
This template provides a monthly inspection, testing and maintenance routine for VESDA systems in ancillary buildings at power generation sites. It covers preliminary checks, airflow readings across multiple pipes, power supply verification, filter replacement, backflushing, simulated fire, system and airflow fault tests, and detailed visual inspections of VESDA heads and pipework. The checklist captures noncompliance notes to Australian Standard 1670, work order details, site and client information, and requires technician and manager sign offs for serious issues.
by Ben Smith, from the CommunityDownloads: 20+Get - Template
Daily HSE Report Template
Use this Daily HSE Report template to help supervisors document daily safety and environmental activity at well sites and similar operations. Capture site and GPS locations, log incidents with documentation status, record any use of stop work authority, and summarize daily activities and observations. Track key HSE metrics to support consistent reporting, visibility, and compliance across the team. This template is intended as a starting point and should be reviewed for suitability to your operations.
by Daniel Medrano, from the CommunityDownloads: 20+Get - Template
Solar Commissioning Sheet
Use this solar commissioning sheet to document key PV system checks before energization. Record inverter brand, settings, and serials; capture PV module details and string calculations (VOC and ISC); and verify compliance with Australian Standards. Confirm earthing continuity, array mounting to AS/NZS 1170.2, proper wiring protection and labeling, compatible MC4 connections, and required signage. Ensure the inverter trips on loss of mains, ramps on reconnection, and that a licensed, CEC-accredited installer signs off the installation.
by Matt MacDonald, from the CommunityDownloads: 20+Get - Template
Offshore LECOP Assessment Checklist
This offshore LECOP assessment checklist supports weekly audits of lifting operations across installations and vessels. It guides teams to plan and risk assess lifts, confirm load weights against equipment capacity, verify certification and daily inspections of cranes and accessories, and ensure safe rigging practices. It reinforces banksman identification and control, clear communications, safe use of tag lines, and a strict hands off policy for vessel crews. Post lift requirements include re inspection, correct storage of accessories, and immediate reporting and removal of defective equipment.
by Andy Martland, from the CommunityDownloads: 20+Get - Template
Water Storage Tank Inspection Checklist
This water storage tank inspection checklist guides technicians through compliant inspections and sampling for potable water systems. It aligns with Dubai water system monitoring guidelines and ISO 17020 and ISO 17025 practices, covering visual tank condition, access, ventilation, leakage, corrosion, distances from sewage, outlet heights, ladder and materials, pipeline integrity, containment, and pump operation. It also prompts recording TDS and pH values and directs accredited laboratory sampling for microbiological and chemical testing, with clear rectification advisories and follow up actions when non conformances are found.
by SJ Inspection Division, from the CommunityDownloads: 20+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.