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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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Backflow Test Report Template
This Backflow Test Report template helps plumbers, licensed testers, and utilities record and certify backflow prevention assembly tests. Capture title and site details, facility manager and assembly location, and gauge information including make, model, serial number, and calibration date. Select assembly type RP, DC, PVB, or SVB and enter serial numbers. Document valve and relief valve checks, differential readings, backpressure tests, shut off valve status, pass or fail results, and remarks. Finish with tester certification, certificate number, and date and time to support compliance and water safety programs.
by daniel van oosten, from the CommunityDownloads: 20+Get - Template
UETTDRRFO6B Low Voltage Compliance
Ensure compliance with UETTDRRFO6B using this low voltage rescue checklist. Verify PPE selection and testing, inspect tools and equipment for defects, apply correct isolation procedures, and make the work area electrically safe. Guide trainees through rescue using a crook, one-man drag, and fire blanket, then document emergency response steps including first aid and CPR. Use the declaration section to confirm competency during simulated low voltage rescue training.
by Paul Hetmanska, from the CommunityDownloads: 20+Get - Template
High Voltage Network Inspection RMU
Use this high voltage RMU inspection checklist to evaluate ring main units and enclosures. Record manufacturer and serial details, confirm accessibility, signage, and earthing, check SF6 indicators, door hardware, labels, and cable terminations, and perform earth bank tests. Capture photos and results to document asset condition and support safety and compliance.
by Albert Rodrigues, from the CommunityDownloads: 20+Get - Template
Checklist Inspeksi Tier 1 dan 2 Kubikel GH GD GI
Template checklist Inspeksi Tier 1 dan Tier 2 untuk kubikel GH, GD, dan GI. Mencakup pemeriksaan kondisi gardu dan peralatan: kunci gardu, fisik bangunan, ventilasi, penerangan, kebersihan, kelembaban, sistem pembumian, braket dan clamp kabel, segel kubikel, kompartemen bawah, tekanan SF6, lampu indikator, mur baut, suhu ruangan dan terminasi, parit kabel, suara abnormal, flashover, aroma gosong, pengukuran pentanahan dan arus, suhu busbar dan panel kontrol, sambungan rele, CT VT, AC DC, partial discharge, arester fase, VT, serta dokumentasi foto dan petugas.
by Dwi Payana, from the CommunityDownloads: 20+Get - Template
STW Estates Quality Audit - Derbyshire
Conduct a structured quality audit of contractor works for STW Estates in Derbyshire. Capture job details, site and work descriptions, and confirm RAMS, PASCA, or CPP were received on time. Assess whether the project is capital or opex, evaluate quality, safety of the work area, timeliness, and completion to scope. Record communication updates, issues, and photographic evidence, and notify the contracts manager when required. Verify clarity of the works instruction and document reasons for any deficiencies and corrective actions.
by Jonathan Brentnall, from the CommunityDownloads: 20+Get - Template
Solar PV Survey Checklist
This Solar Survey checklist guides site assessors through a complete pre-install evaluation for residential or small commercial PV systems. Capture property and occupant details, roof covering and condition, inclination, orientation, shading, and key dimensions. Record loft access, inverter location, and structural information including truss sizes and spacing. Identify obstructions, flues, and scaffolding access needs, with gas isolation notes where relevant. Document AC supply characteristics, meters and consumer unit details. Support dynamic risk assessment, PPE requirements, public safety, parking and access, and neighbor permissions. Conclude with a surveyor declaration and photo evidence.
by Paul Mclean, from the CommunityDownloads: 20+Get - Template
Risk Management Compliance Agreement
This Risk Management Compliance Agreement template helps organizations formalize safety and compliance practices across fuel operations. It covers new oil client inspection requirements, propane duty-to-warn communications for new customers, out-of-gas procedures with proper tagging, and a written light duty or return-to-work program to support injured employees. Use this template to acknowledge policies, document annual reviews, and ensure procedures align with current industry standards.
by Don Houde, from the CommunityDownloads: 20+Get - Template
CPO/THBMS SHOC Report Template
Use this SHOC report template to record safety observations and near-miss events. Capture location, date, and preparer details, describe the hazard, indicate whether the issue was resolved on site, attach photos, and list the actions required to address the risk. Standardize hazard reporting, improve corrective action follow-up, and strengthen your safety culture across teams.
by Vincent Molinaymoya, from the CommunityDownloads: 20+Get - Template
Daily Pre-Start and Weekly Toolbox Meeting
Use this daily pre-start and weekly toolbox meeting form to plan work, capture weather and site conditions, list activities, verify permits and PPE, and record hazards, actions, and attendance. Includes prompts for HV access, working at heights, excavation, traffic control, and Friday toolbox talks. Standardize documentation across crews and improve safety communication on every job.
by Todd Connors, from the CommunityDownloads: 20+Get - Template
System Reference Checklist for Standby Emergency Power
This system reference checklist supports comprehensive inspections of standby emergency power systems across facilities. It guides contractors and site teams through generator identification and parameters, control panel status and alarms, exhaust, lubrication, coolant and air intake checks, turbocharger and governor assessment, and detailed review of fuel storage tanks, day tanks, fuel pumps, piping, filters and separators. It also covers emergency switchgear, paralleling gear, and automatic transfer switch verification, including sensor settings, delays, and manual bypass procedures. Health and safety items such as access control, signage, spill kits, eye wash, PPE and MSDS documentation are included. Use it to log deficiencies, capture images and serial data, and record recommendations for safe, compliant and reliable standby power.
by Andy Briski, from the CommunityDownloads: 20+Get - Template
HSE Inspection and Audit Checklist for Pertamina
This HSE inspection and audit checklist is designed for Pertamina oil and gas sites and Elnusa Geoscience operations. It covers housekeeping standards, MSDS availability in Bahasa Indonesia, hazardous material signage, chemical storage, PPE requirements, and documentation. It also includes LOTO procedures, staff training and authorization, access control for visitors and security, log books, ID passes, perimeter fencing, and emergency information such as evacuation maps. Use it to strengthen safety compliance across field camps and facilities.
by Agus Suhatta, from the CommunityDownloads: 20+Get - Template
APR Elétrica: Riscos e Medidas de Segurança
Este modelo de Análise Preliminar de Risco para atividades elétricas orienta a identificação de perigos e controles antes do trabalho. Cobre ações essenciais como identificação dos pontos de intervenção, seccionamento, impedimento de reenergização, teste de ausência de tensão, aterramento temporário e sinalização. Lista EPIs e EPCs recomendados, incluindo luvas isolantes, óculos, capacete com visor, bastões e ferramentas isoladas, uniforme antichama e botas. Também aborda riscos de curto-circuito, trânsito de veículos, produtos químicos, iluminação inadequada, queda de objetos e escadas, exposição solar, presença de animais e níveis de ruído, além de medidas de monitoramento de gases e delimitação da área de trabalho. Útil para equipes de manutenção e operação em redes e instalações elétricas.
by Igor Cavalheiro Nobre, from the CommunityDownloads: 20+Get - Template
PRA WISEE Bridging Cables Inspection Form
This practical inspection checklist helps utility crews ensure safe use of bridging cables when working on electrically conductive pipework. It guides teams to confirm competence, complete JHA and JSA, set exclusion zones, and wear suitable PPE. Inspect bridging cables for current test tags, damage, and correct fitment, clean contact points, and capture photos of setup. Record hazards and controls, tag defective clamps out of service, and verify safe completion before removing cables and restoring access.
by Cherie Mahoney, from the CommunityDownloads: 20+Get - Template
Work Clearance Form (WCF)
A downloadable Work Clearance Form (WCF) to plan daily activities and control risks before starting work. The form covers site details, personnel, permits, planned tasks, and a structured hazard assessment aligned with JSA. Checklists include traffic exposure, electric shock, falls from height, confined spaces, work at heights with ladders and lifts, hot work, temporary traffic areas, and explosive zones. It guides selection of PPE, barricading, JSA references, and specialized tasks for fuel systems including pumps, terminals, POS/ATG equipment, piping, tanks, venting, product changes, leak testing, loading/unloading, and environmental protection near water. Includes arrival confirmation, discussion of hazards, and sign-offs from site and contractor representatives to verify completion.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
LEG Drilling Rig Inspection (Weekly) 2023
This weekly drilling rig inspection checklist helps supervisors and HSE teams assess rig access and signage, living quarters, BOP and well control equipment, accumulator, choke manifold, substructure, mud tanks and pumps, generators and VFDs, doghouse, rig floor, derrick, top drive, toolhouse, fuel and water systems. It reinforces general safety practices, permits, spill containment, housekeeping, and crew training requirements, supporting compliance and uptime on oil and gas locations.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
Chiller Plant Preventive Maintenance Checklist
Use this chiller plant preventive maintenance checklist to plan weekly or monthly inspections and keep cooling equipment reliable. Record temperature readings, check for excessive noise or vibration, and verify refrigerant levels. Review purge unit operation, water treatment, valves, filters, control settings, safety controls, and lubrication. Capture photos, add notes, create corrective actions with priorities and due dates, and obtain inspector and supervisor sign-off to prevent breakdowns and extend asset life.
by Muhammad Nur Dzaki, from the CommunityDownloads: 20+Get - Template
Solar PV Technical Survey Checklist
This Solar PV Technical Survey checklist helps teams capture key site details before installing a photovoltaic system. Record current electrical conditions including service loop, meter photos, earthing and bonding, fuse board compliance, supply phase, and any existing renewables. Plan the new installation by noting roof type and covering, in-roof or on-roof mounting, system size and string count, shading risks and required optimisers. Specify inverter and isolation switch locations, cable runs and distance to the consumer unit, and estimate voltage drop. Confirm battery storage preferences, on/off-grid configuration, building regulation impacts, customer requirements, additional parts, and scaffolding needs.
by Kathryn Smith, from the CommunityDownloads: 20+Get - Template
Medium Voltage Substation Maintenance Checklist
This checklist guides the safe maintenance and inspection of medium voltage substations, transformers and ground connections. Sections cover technician details, contractor or in house work, photos, general cleaning, cleaning of insulators, exterior cell painting, adjustment of bar connections, lubrication and calibration of disconnect switches, conductance and insulation resistance tests, contact resistance and dielectric strength checks, thermographic inspection, transformation ratio and winding resistance, and grounding resistance measurement. Transformer oil sampling and analysis are included, along with well grounded verification, documentation of findings, corrective actions and signatures, aligned to NEC, NESC and NFPA 70E.
by FAC Maintenance Team, from the CommunityDownloads: 20+Get - Template
High Voltage Network Inspection - Transformer
This template helps teams inspect high voltage transformers across substations and networks. It guides users to record transformer details, access and enclosure condition, signage, cleanliness, base integrity, and grounding. Inspectors can capture oil level and temperature, check silica gel condition, look for leaks and partial discharge, review thermal imaging results, and document earth bank test results. It also covers LV frame presence and isolation method, and prompts for comprehensive photos including the transformer nameplate and site surroundings.
by Albert Rodrigues, from the CommunityDownloads: 20+Get - Template
Scottish Power PPM Checklist
This Scottish Power PPM checklist supports planned preventive maintenance across power sites. It guides technicians through pre-visit safety checks, dynamic risk assessments, and site coordination with ARC and Grid control. The form covers CCTV verification including focus, coverage, PTZ function, night image quality, and 28 day recording, plus winch condition. Alarm system checks include zone lists, signalling, battery condition and replacements, perimeter protection status, and building alarm devices. Technicians document faults, immediate repairs, items needing quotes or parts, and recommendations. Final steps confirm good working order, equipment resecured, asset lists updated, drawings verified, and site notifications completed.
by Alister McDonald, from the CommunityDownloads: 20+Get - Template
Site Cybersecurity Assessment Checklist
This site assessment checklist helps evaluate cybersecurity and network readiness at operational sites. It guides O and M teams and engineers through validating identity management, password policies, and exposure of default credentials. Capture network documentation and diagrams, internet service and ISP router credentials, and WiFi details. Record the presence and models of routers, switches, firewalls, and overall topology, plus VPN availability and SCADA IP ranges. Review desktop and server assets, operating systems, user access, and options for remote access. Confirm what access a cyber energy engineer can obtain for network and host systems. Note site entry requirements like PPE and inductions. Assess cellular coverage and whether external antennas are needed. Finally, collect helpful site documents, recent photos of equipment and comms rooms, or videos to prepare for visits.
by Sivaprakash Parupudi, from the CommunityDownloads: 20+Get - Template
Gas Materials Parts Order Form
Use this parts order form template to request gas-related components quickly and accurately. Capture job and site details, boiler GC number, boiler make and model, part descriptions and numbers, quantities, preferred parts centre or supplier, photos for verification, engineer signature, and comments. Standardize procurement across field teams and reduce errors with clear records that support approvals and purchasing.
by Chris Houlihan, from the CommunityDownloads: 20+Get - Template
Personal Electrical Work Practice Audit Checklist
Use this audit checklist to assess electrical work practices and lockout tagout compliance. It guides auditors through verifying worker qualifications, approved instructions, PPE checks, calibration status, removal of prohibited items, notifications to affected persons, and verification of hazardous energy isolation. It covers identifying energy sources, correct use of locks, tags, and devices, understanding arc flash labels and shock protection boundaries, and ensuring each worker applies personal locks and tags. The checklist also reviews procedures for multi worker jobs, attempts to start equipment to test isolation, returning controls to the off position, and safe removal of LOTO for re energizing. It concludes with sign offs and space for observations.
by Dennis Eduardo Elvir Pacheco, from the CommunityDownloads: 20+Get - Template
Cooling Tower Inspection Checklist
This cooling tower inspection checklist helps teams assess multiple towers, document defects, and plan remedial work. Record tower numbers and locations, capture photos, and compile an inspection report. Log whether work is required, add details, and list the parts and consumables needed including belts, bearings, pulleys, fans, motors, couplings, shafts, spray nozzles, fill packs, eliminators, valves, and louvers. Include notes throughout, track materials for repair, and complete an inspection sign off to close the job. Ideal for facility, utility, and HVAC maintenance teams overseeing cooling tower performance and safety.
by Jerry Rides, 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.