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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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F40 Solar PV Site Survey Tool
This Solar PV Site Survey Tool helps installers capture all critical details before a photovoltaic installation. Record roof type, construction, pitch, orientation, dimensions, and shading; attach photos, sketches, and a Google Earth plan. Plan access, scaffolding, and storage; specify module layout; document inverter locations, AC and DC cable routes, breaker ratings, metering, and earthing needs. Include distances, containment, and weatherproofing requirements. Finish with surveyor details, technical checks, and remote monitoring setup to ensure a smooth, compliant install.
by Faathina abdul hakeem, from the CommunityDownloads: 20+Get - Template
FMC Radiation Team Flow Meter Checklist Live
Use this checklist to support radiation team procedures for live multiphase flow metering (MPFM). Record audit details, personnel, and checks, including mobile view verification and license quantity compliance for radioactive sources. Designed for SafetyCulture, this template helps standardize inspections, document findings, and promote safe, compliant MPFM operations. Adapt to your site, regulations, and company policies before use.
by John Johnston, from the CommunityDownloads: 20+Get - Template
AS3000 Compliance Audit Checklist 2024
Use this AS3000 electrical compliance audit checklist to assess building installations against the 2024 wiring rules. Sections cover site reticulation and single line diagrams, main switchboard and consumer mains, labelling, access clearances, earthing, equipotential bonding, MEN, and upstream protection. Review distribution boards, thermal scanning or visual checks, RCD testing, and circuit sizing. Verify emergency lighting records per AS2293.2. Inspect general light and power, ceiling space cabling, and communications including IDF and fibre optic details.
by Adam Hazell, from the CommunityDownloads: 20+Get - Template
Checklist de equipo de respiración autónoma ERA
Lista de verificación para inspeccionar y mantener el equipo de respiración autónoma ERA. Incluye identificación del equipo, fecha de calibración y ubicación, revisión de máscara, arnés, visor y cuerpo, conector P18, limpieza general, válvula interior, botella de aire, estado del tubo, presión, válvulas, calibración, certificaciones y maletín de transporte. Registre estado general, hebillas de cierre, limpieza y observaciones, con sistema de referencia B Bueno, R Regular y M Malo, más firma y aclaración del responsable.
by jorge castro, from the CommunityDownloads: 20+Get - Template
VECTREN Confined Space Operations Audit
This VECTREN Confined Space Operations Audit template helps safety teams verify all critical requirements before entry. Review training for attendants, entrants, and supervisors; confirm atmospheric testing and equipment calibration; and record machine details. Check PPE selection and usage, permit authorization and cancellation, and NPCS/PRCS determinations. Ensure pre-entry briefings, communication methods, retrieval systems, and post-entry evaluations are completed. Designed for utilities and field operations to standardize audits and improve compliance with confined space procedures.
by Roy Adams, from the CommunityDownloads: 20+Get - Template
Flow Back Tank or Pit Inspection Checklist
This oil and gas completions checklist helps crews inspect flow back tanks or pits for safe operation and compliance. Record job details and asset numbers, then verify key items including valves and plugs, flange bolts, hatch seals and bolts, ladders and handrails, and proper operation of all valves. Confirm piping certification and document certification dates. Check grounding rods and cables, wind sock placement, and overall equipment condition. Designed for field use by Payzone personnel, this template streamlines inspections, supports safety and environmental controls, and standardizes documentation across flowback operations.
by Manuel Escalera, from the CommunityDownloads: 20+Get - Template
Waterway Crossings Inspection Report
This Essential Energy checklist supports inspections of navigable waterway crossing sites. Use it to assess signage visibility upstream and downstream, confirm displayed clearances, and record mounting type, land or water placement, and footing type. Capture photos and GPS coordinates for each sign, check for graffiti and site cleanliness, and verify pole numbers and related infrastructure details. Log issues, corrective actions, and key site information such as region, depot, and work order references. Designed to standardize inspections, improve safety and compliance, and document evidence for remediation.
by Bryce Milne, from the CommunityDownloads: 20+Get - Template
Generator Electrical Test Record
Use this generator electrical test record to document routine electrical inspections and performance checks for portable and standby generators. Capture outlet ratings and RCD protection, alternator condition, MEN and earthing, cable terminations, insulation resistance with megger readings, and voltage and frequency measurements off load and on load. Record ELR type, toroid details, trip results, and whether results meet specification. Add photos of tags and outlets, note defects and corrective actions, and sign off with technician details for traceability and compliance.
by Louise Coombes, from the CommunityDownloads: 20+Get - Template
Solar and Battery Inspection Checklist
Use this checklist to inspect solar photovoltaic and battery energy storage systems. Review site conditions, inverter configuration, DC wiring and isolators, battery management settings, earthing, firmware updates, and required signage to meet AS 5139 and AS 4509. Perform anti islanding checks, record system test results, verify mounting hardware and cable management, and clean panels before commissioning. Ideal for installers, inspectors, and facility managers to ensure safety and compliance.
by Matt Thompson, from the CommunityDownloads: 20+Get - Template
UPS Preventive Maintenance: Semi-Annual Checklist
Use this semi-annual UPS preventive maintenance checklist to keep uninterruptible power supply systems reliable and safe. The checklist covers safety preparation and lockout/tagout, visual inspections for heat and damage, cleaning and filter replacement, battery connection checks and impedance testing, relay and meter calibration, circuit breaker testing, lamp replacement, operational transfer testing by simulating power failure, and documentation of voltages, charge rates, and load parameters. Suitable for facilities, data centers, and utilities seeking consistent records and timely battery evaluation.
by Botha CG, from the CommunityDownloads: 20+Get - Template
Informe de Oleoducto: Registro de Recorridos
Esta plantilla de Informe de Oleoducto permite documentar recorridos de patrullaje por tramos, registrando horario inicial, preparador, datos del móvil, kms inicial y ubicación. Incluye tres etapas de recorrido con progresivas, horarios y observaciones entre puntos como Unidad LACT, Cerro Dragón, Valle Hermoso y Anticlinal Grande. Al cierre, registra suspensión de recorrido, kms finales, total de kms, e incorpora certificación, identificación y firma del conductor para un control completo de operaciones de oleoducto.
by Emanuel Sivila, from the CommunityDownloads: 20+Get - Template
Heating Controls Installation Sign-Off Checklist
This practical checklist helps installers and auditors sign off heating controls installations aligned with GHG requirements. Capture key job details including customer information, measures installed, and the number of TRVs fitted. Document before and after photos of smart thermostats and radiators, confirm PPE compliance, and provide evidence for quality assurance. Use it to standardize residential heating control upgrades, streamline handover, and maintain clear records for compliance and warranty support.
by Tom Eaglen, from the CommunityDownloads: 20+Get - Template
Seqwater MOMMS Inspection Billing Information
Use this template to capture billing details for Seqwater MOMMS inspections, including date and time, scheme number, inspector, location and GIS ID, work order and valve numbers, access status, completion time, and return visit. Record traffic permits, traffic control resources and hours, out-of-hours work, bolt replacement quantities, dewatering requirements, and confined space entry staffing. Includes an attestation for accuracy to support invoicing and audit.
by Troy Dawson, from the CommunityDownloads: 20+Get - Template
OHS Service Rig Inspection Checklist
Use this OHS service rig inspection checklist to evaluate safety and compliance across service rig operations in oil and gas. Sections cover general rig conditions, inspections and certifications including CAODC requirements, doghouse safety, company vehicles, wires and cables, catwalk and work platforms, derrick integrity and fall protection, tools and equipment, well control with BOPs and valves, safety equipment and training, pumping equipment, and safety policies. Record discrepancies, corrective actions, and signatures to maintain a safe, compliant worksite.
by Shirley Galloway, from the CommunityDownloads: 20+Get - Template
Solar Installation Report Electrical V9 Checklist
This electrical V9 solar installation report guides installers through end to end PV and battery setup. It covers inverter and battery wiring, grid meter and CT clamp connections, DIP switch configuration, LoRa and WiFi commissioning, and safety clearances. Capture DC and AC run details with photos, apply labels and hazard stickers, and document consumer unit work. Include test results such as Zs, Ze, PFC, and insulation resistance. Complete declarations to confirm compliance with BS7671 and MCS guidelines, verify stickers and seals, and walk the customer through isolation points, reset steps, and app usage before sign off.
by Bilal Islam, from the CommunityDownloads: 20+Get - Template
AGL WTG Kiosk Transformer Inspection Checklist
This AGL WTG kiosk transformer inspection checklist supports wind farm operations by guiding thorough checks of kiosk surrounds, LV 690V and HV compartments, and internal transformer components. Inspect labeling, doors, seals, panel interlocks, and cable routing; verify earthing, SF6 gas levels, and absence of water ingress. Check for oil leaks on HV and LV sides, condition of bushings, and operation of gas detection relays. Capture observations, photos, and corrective actions to maintain safety and reliability across sites like The Bluff and Oaklands Hill Wind Farms.
by Brendan Ryan, from the CommunityDownloads: 20+Get - Template
WIP Audit Sheet
This WIP Audit Sheet helps engineers and auditors assess gas boiler repair and service visits from start to finish. It covers site risk assessments, PPE checks, and safe working practices, along with electrical testing, safe isolation, and preliminary tests. Boiler-specific checks include flue construction and flow, spillage tests, ventilation, operating pressure, heat input, inlet pressure, and flue gas analysis. Record tightness tests, disturbed joints, condensate and pressure relief pipework, and control verification. Capture job completion details, customer documentation, safety notices, and both engineer and auditor signatures to ensure compliant, high-quality work.
by Andrew Hague, from the CommunityDownloads: 20+Get - Template
Lista kontrolna inspekcji turbiny wiatrowej
Kompleksowa lista kontrolna do inspekcji turbiny wiatrowej. Obejmuje identyfikację farmy i turbiny, warunki pogodowe i prędkość wiatru, dojazd i plac, obejście turbiny, schody, fundament, wieżę (wewnątrz i zewnątrz), powłoki malarskie i korozję, rozdzielnicę SN i stan SF6, piwnicę, podest ruchomy i punkty asekuracyjne, poziom „0” i dzienniki. W sekcjach gondoli i hubu: wał główny, przekładnia (poziom oleju, wycieki, odwilżacz), hamulec, sprzęgło, generator, układ hydrauliczny i elektryczny, chłodnice, przewody, filtry, wciągnik/suwnica/żuraw. Uwzględnia BHP: gaśnice, oczomyjki, apteczki, desender (przeglądy i parametry), oświetlenie awiacyjne, stację pogodową, dach oraz łopaty (odsłuch i inspekcje wizualne A/B/C).
by Adrian Detmer, from the CommunityDownloads: 20+Get - Template
Generator Service Checklist
This generator service checklist template standardizes routine maintenance for standby or prime power units. It covers visual inspections of the enclosure and exhaust, coolant and oil levels, fuel system leaks and tank levels, air filter cleaning, battery condition and charging, linkages and alarms, belts and radiator, and jacket water heater checks. It includes periodic tasks like changing filters, inspecting the turbocharger, cleaning the voltage regulator, checking main stator resistance, adjusting valve lash, and lubricating bearings. Technicians can start and test the engine, log RPM, voltage, frequency, current, temperatures, and oil pressure, document hours and findings, take oil samples, and capture signatures for completion.
by Louise Coombes, from the CommunityDownloads: 20+Get - Template
Drainage Maintenance and Cleansing Audit
This drainage maintenance and cleansing audit helps municipal and utility crews or contractors verify safe, compliant field operations. It covers traffic management setup, correct PPE usage, JSA availability and sign-off, alignment to job or works orders, satisfactory start and completion of works, site cleanup and reinstatement, and photo documentation. Fields include crew names, contractor selection, vehicle identification, and auditor details.
by Sam Hoskins, from the CommunityDownloads: 20+Get - Template
Checklist de APR (Análise Preliminar de Risco)
Este modelo de APR (Análise Preliminar de Risco) para fins educativos auxilia equipes a identificar perigos e definir controles antes da execução do trabalho. Inclui riscos elétricos (tensão indevida, curto-circuito), recomendações de EPI (luvas de borracha, uniforme antichama, óculos), sinalização de área com cones e fitas, controle de exposição a agentes químicos com detector de gases, iluminação adequada, prevenção de quedas de objetos e de escada, proteção contra animais e raios solares (perneira, bloqueador solar) e orientações de hidratação. Útil para treinamentos e conscientização em campo.
by Igor Cavalheiro Nobre, from the CommunityDownloads: 20+Get - Template
HHRSH Electric Storage Heater Survey Form
This HHRSH survey form helps assess properties for electric storage heater upgrades. Capture key property details such as construction, age, wall, floor, roof, insulation, windows, and water heating. Document electrical supply information including Economy 7, meter type and location, distribution board, spare breakers, isolation, and bill images. Audit existing electric storage heaters with photos, fused spurs, nearby power supplies, and distances. Measure rooms (width, length, height), external and internal wall lengths, external doors, window area, and whether spaces above or below are heated. Identify open fireplaces and habitable rooms without existing storage heaters to determine sizing and installation requirements.
by Steve Jennings, from the CommunityDownloads: 20+Get - Template
SE Switching Plan
This SE Switching Plan template supports safe electrical shutdowns and switching operations in accordance with CSA Z462 practices. It guides technicians and customers through assessing equipment condition, reviewing drawings and single line diagrams, defining roles and persons in charge, and agreeing on a clear, written switching sequence before work begins. The plan recognizes that switching may carry risk due to prior conditions outside the technician’s control and emphasizes collaboration with the customer to verify system status and determine proper procedures. If a process is deemed unsafe, technicians may stop the work. Use this template to document steps, responsibilities, and safeguards to minimize downtime and reduce the risk of injury or equipment damage.
by Craig Behnken, from the CommunityDownloads: 20+Get - Template
Tank Battery Facilities Audit Checklist
This checklist helps assess tank battery facilities at oil and gas well sites. Review signage, permits and documentation, fencing and guards, electrical and grounding, secondary containment, and housekeeping. Verify H2S monitoring, breathing equipment, PPE, fire extinguishers, fall protection, and lockout tagout. Use it during JSAs and crew inspections to improve compliance and safety performance.
by Bob Wiesman, 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.