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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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SPS Access Hatch Safety Grille Assessment
Use this template to conduct initial inspections of sewage pump station access hatch safety grilles. Capture photos and record hatch location, design, materials, dimensions, hinges, bolts, handles, seals, frames, supports and grille details including grid spacing, edge frames and stiffeners. Verify signage for confined spaces and hazardous gases, document valve chambers and classify condition after inspection. Plan work scope such as repairs, replacements, corrosion treatment and upgrades to ensure compliance and safe access for maintenance teams.
by Carlos Sousa, from the CommunityDownloads: 20+Get - Template
Work Clearance Form Template
This work clearance form template helps teams plan and authorize daily tasks by documenting permit and work order details, site and station information, assigned personnel, and planned activities. It supports hazard identification for traffic exposure, electric shock, and working at heights, and prompts required controls such as PPE verification and area barricading with cones or tape. The form includes arrival briefings, acknowledgment of risks, and completion sign-offs with signatures from the station representative and contractor to confirm work done and site handover.
by Morten Petersen, from the CommunityDownloads: 20+Get - Template
Permiso de trabajos eléctricos
Plantilla en español para gestionar el Permiso de Trabajos Eléctricos. Incluye datos generales del trabajo, personal autorizado, niveles de tensión (baja y media), y un checklist de seguridad: identificación de peligros y AST, comunicación a usuarios, control de área, equipos para emergencias, LOTO, prueba de ausencia de tensión, puesta a tierra temporal y verificación de herramientas. Contempla EPP dieléctrico requerido, validación para trabajo en altura, autorización con firmas y tiempos, causales de suspensión y cierre del permiso.
by MARLENE EMILCE PEÑA RIVEROS, from the CommunityDownloads: 20+Get - Template
Start of Work LMRA 2025
Conduct a last minute risk assessment before starting work with this checklist. Confirm permits and instructions, verify tools and PPE, assess weather, and ensure risks are reduced as low as reasonably practicable. Include communication checks with UHF radios, toolbox talk confirmation, and required hot work permits. Ideal for wind turbine operations with reminders to complete the nacelle logbook and report hazards via SHOC.
by Charline Dhoekers, from the CommunityDownloads: 20+Get - Template
Liberty Gas Quality Audit Form
This Liberty Gas Quality Audit Form helps engineers verify safe, compliant gas installations. Use it to record preliminary electrical checks, meter condition, correct labels and pipe sleeving, tightness testing, regulator and appliance pressures, flue integrity and termination, carbon monoxide readings and ventilation, burner condition, safety devices, and gas rate. It also covers documentation such as benchmark and landlord gas safety records, plus health and safety practices, PPE, first aid, fire extinguishers, and customer satisfaction to ensure safe completion.
by Mat Smith, from the CommunityDownloads: 20+Get - Template
Gas Meter Validation Request
This Gas Meter Validation Request template helps gas utilities and contractors document meter details and commissioning information. Record the Meter Asset Manager, MPRN, analogue meter make, model, and serial numbers, meter rig and volume conversion device details, installation and commissioning dates, and initial and post‑commissioning readings. Capture photos of the meter, conversion device, safety signs, tags, and filter gauge, then add project manager comments and a signature for formal sign-off.
by Luke Allum, from the CommunityDownloads: 20+Get - Template
Environment Waste Site Audit Checklist
This Environment Waste Site Audit checklist helps evaluate third party waste vendors for environmental compliance and performance. It covers systems reviews, permits and registrations, waste types and volumes, transport and receiving controls, disposal and sorting methods, emergency preparedness, staff training, ESG policies, external audits, incident monitoring, landfill classification and end of use plans, recycling processes, groundwater and runoff protections, and on site observations.
by Trevor Willemse, from the CommunityDownloads: 20+Get - Template
Tussen rapport Gas Installaties
Deze checklist helpt bij het opstellen van een tussentijds rapport voor gasinstallaties. Bevat controles op dichtheid en drukdaling (o.a. 5 bar drukstoot, 125 mbar met lucht, 25 mbar met gas), beoordeling van leidingmateriaal en verbindingen volgens NEN 1078/NEN 8078, en inspectie van corrosiebescherming en mechanische bescherming. Omvat tevens controles van luchttoevoer, rookgasafvoer en uitmonding, en verificatie dat het gasverbruikstoestel volgens de voorschriften is geïnstalleerd. Inclusief fotoregistratie, vastleggen van afwijkingen met redenen, overleg met betrokkenen, opmerkingen en ondertekening.
by Michel Out, from the CommunityDownloads: 20+Get - Template
Field Service Audit Checklist
This Field Service Audit template helps oil and gas field service teams verify safe, consistent operations. It covers pre and post rig up checks including line pressure status, unions and shackles, anchor points, and iron integrity. PPE requirements such as Level 5 PPE, H2S monitoring, bump tests or calibration, and fall protection are included. Human factors prompts address weather, hydration, nutrition, rest, and check-ins. DOT compliance items include documentation, signage, and DVIR pre and post-trip inspections. Use this audit to standardize safety meetings, JSA/POWRA completion, equipment inspections, and field readiness before, during, and after jobs.
by Eric Link, from the CommunityDownloads: 20+Get - Template
Solargain Form 25 Incident Report Form
Use this Solargain Form 25 Incident Report to record and investigate workplace events across solar operations. Capture incident details, witness information, injury type and body part, property damage (including panel serial numbers), causes, and supporting photos. Document medical attention, supervisor comments, and required notifications such as WorkSafe, WorkCover, and insurer. Track whether a recharge invoice is needed, assign investigations, and register outcomes. Includes categories for injury, near miss, property damage, theft, and other events, plus agency of injury and equipment involved. Streamline HSE reporting and compliance for solar projects with a customizable template in SafetyCulture.
by Phinehas Amare, from the CommunityDownloads: 20+Get - Template
HEP Valve Maintenance Checklist
This HEP valve maintenance checklist supports annual inspections for industrial valves. It guides technicians to visually inspect valves, lubricate operators and ball valve bodies, bleed the body to verify sealing, and operate the valve as needed. Users record MAOP, model, serial, manufacturer, and select valve sizes from 2 to 16 inches. The form captures valve condition notes, photos, and any issues requiring repair or replacement, with immediate supervisor notification for unsatisfactory findings. It includes an operator qualification check and allows repeating entries for multiple valves, concluding with inspector sign off.
by Kevin Williams, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit Checklist
This Optima Energy Site Audit template helps assess building energy use with a focus on lighting. Record locations, existing fixture and base types, wattage, lamps per fixture, counts, and hours of operation. Add notes and photos to document current conditions and identify opportunities for savings and upgrades. Ideal for property managers, facility teams, and energy professionals conducting site audits and planning efficiency retrofits.
by Peter Ha, from the CommunityDownloads: 20+Get - Template
Water Infrastructure Damage to Facilities Audit
Use this incident audit to document damage to water infrastructure and related utilities during site works. Capture event details, location, photos, and root causes across procedure, equipment, method, human factors, and work conditions. Record notifications to the consultant, times of notification and discovery, and responsible personnel. Log water supply interruptions, shutdowns and take into operation, including MESKI notifications and staff. Track damaged utilities such as electricity, telecommunication, natural gas, irrigation, drainage and wastewater. Document repairs, materials used, costs, signatures from utility representatives, contractor and consultant, and engineer comments with recommendations to prevent recurrence.
by Sinan Servet Celebci, from the CommunityDownloads: 20+Get - Template
Optima Energy Site Audit for Medium Properties
This Optima Energy Site Audit template helps teams standardize energy assessments across medium portfolios with 11 to 25 locations. Record property details and site contacts, add required photos, and document floor-by-floor findings including location, existing fixtures, lamp base and wattage, lamps per fixture, fixture counts, hours of operation, emergency ballasts and fixture counts, presence of mechanical cooling or AC, lift requirements, and notes. Use the checklist to evaluate lighting and HVAC usage, identify retrofit opportunities, and estimate savings from operational or equipment improvements.
by Optima Pit, from the CommunityDownloads: 20+Get - Template
Propane Storage and Fueling Station Inspection
Use this checklist to assess propane storage areas and onsite fueling stations for safety and compliance. Verify tanks are upright or secured in racks, empty cylinders stored correctly, and damaged tanks red tagged. Confirm NFPA signage is visible, emergency shutoff switches are accessible, and no smoking signs are posted. Check that pump handles are locked, hoses are intact, windshield washer fluid is filled, and spill kits are present and stocked. Ensure spill cleanup is completed, areas are free of debris, and all tank caps are intact.
by RJ Moore, from the CommunityDownloads: 20+Get - Template
Field Service Audit Checklist for Oil and Gas
This field service audit checklist helps technicians perform structured inspections of industrial combustion and oil and gas equipment. Record site details, job numbers, unit IDs, start and completion times, mileage and technician information. Verify exterior components including thermocouples, thermowells, flame arrestors, pressure transmitters, pneumatic and pilot valves, and main valves. Review electrical and control systems such as PLCs, power supplies, cards, ignition relays and transformers, flame detection and HMI screens. Conduct functional checks of power and gas pressure, note working status, list invoicable parts, set job status, and capture customer signature. Ideal for maintenance of burners, flares and related process equipment.
by Matt Anson, from the CommunityDownloads: 20+Get - Template
Husky Lima Refinery Housekeeping Quick Audit
This quick audit template supports housekeeping checks across Husky Lima Refinery units, buildings, and construction areas. Inspect walkways for oil, slip and trip hazards; verify emergency access and fire equipment are clear; confirm tools, materials, and hoses are stored safely; check debris, trash, stairs, ladders, and unit boundary chains; and limit vehicles to essential use. Capture deficiencies, record immediate corrective actions, assign follow-up tasks, and track accountability to improve site safety and compliance.
by Monica Hale, from the CommunityDownloads: 20+Get - Template
Relatório de conformidade NR-10
Este relatório de conformidade NR-10 ajuda a avaliar, por meio de inspeção visual e registro fotográfico, a segurança em instalações e serviços em eletricidade conforme normas ABNT e NR-10. O checklist orienta a verificação de painéis elétricos, identificação e TAGs, placas de advertência, níveis de tensão e energia de arco, EPI recomendado, acesso restrito (BA4/BA5) e demais requisitos. Ideal para mapear não conformidades, priorizar correções e reduzir riscos de acidentes elétricos, oferecendo maior proteção para colaboradores próprios e terceirizados e tranquilidade frente a auditorias e fiscalizações.
by Rubens Yamasaki, from the CommunityDownloads: 20+Get - Template
Water Quality Laboratory Safety Induction
This safety induction checklist helps orient new staff in a water quality laboratory. It covers emergency response and evacuation steps, alarm systems, safety stations, and the location of fire fighting equipment. It highlights required PPE, access to MSDS, chemical storage, hazardous waste disposal, fume hood operation, and housekeeping. It also outlines first aid procedures and contacts, task risk assessments, and the rules for training and authorization before using equipment.
by Muhsen Aljada, from the CommunityDownloads: 20+Get - Template
Solar PV Annual Maintenance - KEL 008
A structured annual maintenance checklist for solar photovoltaic systems. It guides technicians through inverter and AC distribution checks, labeling and signage, thermographic inspections, torque testing of electrical connections, surge and ground insulation protection, communication cabling, and signs of overheating or animal damage. For the PV generator it covers mounting integrity, DC connectors, cable condition, grounding points, panel soiling and damage, sensor cleaning and recalibration of pyranometers, sample power measurements, and bird deterrent equipment. Includes targeted panel cleaning where required.
by Declan Hughes, from the CommunityDownloads: 20+Get - Template
RFT Walkdown Checklist
Use this Ready for Test RFT Walkdown checklist to verify plant systems are Safe, Clean, Tight, Operable and Preserved before commissioning. It covers supervisor and worker competence, permit to work and JSA, housekeeping, storage and laydown practices, preservation of piping, valves and equipment, painting, insulation and cladding quality, module erection controls, external cleanliness, pre commissioning checks, flushing and blowing, hydrotesting preparation, flange management and gasket verification, torque and tensioning methods, tool and calibration compliance, instrumentation operability and labeling, and equipment preservation and storage. Supports QA and mechanical integrity signoff.
by Cameron, from the CommunityDownloads: 20+Get - Template
Auditoría de Seguridad en Sitio para Ingenieros FY14
Plantilla en español para auditar la seguridad en el sitio de trabajo de ingenieros de servicio. Cubre documentación del sitio, capacitación obligatoria, condiciones del lugar, EPP y protección contra caídas. Incluye secciones de trabajos en caliente, LOTO y seguridad eléctrica, escaleras, ergonomía y verificación integral del vehículo y su equipo de emergencia. Ideal para mantenimiento preventivo, pruebas de equipos eléctricos, instalación y arranque, con campos para acciones correctivas y firmas.
by Hugo Salmeron, from the CommunityDownloads: 20+Get - Template
Rig Inspection Checklist
This rig inspection template supports QHSE COE requirements for oil and gas drilling operations. It guides teams through site documentation, training and fit for duty checks, permits to work, JSA, emergency response, H2S readiness, lifting equipment, DROPS, BOP testing to API Standard 53, electrical and fire protection, generators and fuel storage, mud systems, drill floor safety, mast and substructure, and Canrig top drive maintenance. Use it to standardize audits, verify compliance, capture notes and evidence, and drive actions that improve safety and equipment reliability.
by Marcos de la Fuente, from the CommunityDownloads: 20+Get - Template
Ficha técnica de intervención y mantenimiento
Esta plantilla de ficha técnica en español ayuda a documentar intervenciones y mantenimiento de equipos eléctricos. Incluye campos para cliente y ubicación, fechas y responsable, instalación y tablero de bypass, equipo a intervenir con marca, modelo, potencia, número de serie y otros números, así como bancos externos y banco de baterías con cantidad y próximas sustituciones. Permite añadir observaciones, medios, diagnóstico y conformidad, con firmas de la empresa y del cliente para cerrar la tarea con trazabilidad.
by Lucas Castiglioni, 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.