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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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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 - Template
Auditoria LOTO y seguridad electrica en campo
Plantilla de auditoria para trabajos de campo en energia y utilities centrada en seguridad electrica y bloqueo y etiquetado LOTO. Incluye verificacion documental, planificacion de emergencias, EPI y estado del vehiculo, inspeccion de herramientas, trabajos en altura, trabajo electrico energizado, ausencia de tension, uso de herramientas aisladas y proteccion frente a arco electrico. Cubre otras fuentes de energia y sustancias peligrosas, comunicacion y gestion de seguridad, y registro de hallazgos, conclusiones y firmas de tecnicos y subcontratas.
by Manu De Silvestre, from the CommunityDownloads: 20+Get - Template
LLS HSEQ Audit Form
This electronic HSEQ audit form (adapted from LLS YVW form YV-SF-2005) supports short-form audits of Yarra Valley Water field works and contractor activities. It guides auditors through pre-start checks, hazard identification, excavation controls, traffic and pedestrian management, customer service steps, plant and site housekeeping, and quality/records management. It also covers confined space permitting and gas testing, electrical safety and test-and-tag, plant and equipment checks, PPE compliance, manual handling, and public health safeguards. Ideal for utilities crews and contractors performing water network repairs, reinstatement, and maintenance.
by Keith Baker, from the CommunityDownloads: 20+Get - Template
Permiso de Trabajo de Alto Riesgo
Esta plantilla de permiso de trabajo de alto riesgo ayuda a planificar y autorizar tareas críticas como corte y soldadura, trabajos eléctricos, trabajos en frío, espacios confinados y trabajos en altura. Incluye lista de precauciones previas (LOTO eléctrico y mecánico, eliminación de inflamables, señalización, verificación de MSDS, ventilación, control de oxígeno), requisitos de EPP (casco, guantes, arnés, protección respiratoria y auditiva, SCBA), registro de monitoreo de gases con O2, LEL y H2S, y registro de aislamientos. Incorpora flujo de firmas y aprobaciones de SSO, jefaturas y ejecutores, además de secciones para observaciones, precauciones adicionales, cancelación del permiso una vez concluido el trabajo y listado de personal autorizado. Es completamente editable para adaptarse a procedimientos y normativas locales.
by Richard Falcones, from the CommunityDownloads: 20+Get - Template
NERS-06 HV LV Passport
Use this NERS-06 HV LV Passport template to document personnel details, induction records, HSE training, civil operative competencies, and craftsperson and SAP authorizations for contestable electrical works. Capture DNO and PN authorizations, site audit findings, annual review outcomes, and employment history, with signatures and company stamps from the Assessing Officer. Structured sections cover risk assessment, COSHH, manual handling, PPE awareness, drawing appreciation, basic electrical competency, first aid, NRSWA, HSG47, plant operation, and cable pulling to support compliance and safe network operations.
by Jason Caddick, from the CommunityDownloads: 20+Get - Template
Revisión en Materia de Protección Civil
Esta plantilla en español ayuda a verificar el cumplimiento de Protección Civil en estaciones de servicio. Cubre señalización de rutas de evacuación, puntos de reunión, paros de emergencia y estado de extintores; revisión de techumbre y estructura; control del flujo vehicular y límites de velocidad; almacenamiento de combustible; cuarto de máquinas y mantenimiento; y requisitos de oficina como PIPC, certificados de extintores, pruebas de hermeticidad, y avisos de emergencia y huracanes. Úsala para auditorías periódicas y para documentar evidencias con firmas y fotografías.
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 20+Get - Template
SDS Daily Pre-Shift Discussion
This SDS Daily Pre-Shift Discussion template supports electric utility dispatch and field teams in conducting structured safety briefings at the start of every shift. It captures attendees, shift times, and dispatch location, and prompts discussions on critical topics including fatigue, three-part communication, pre-switch briefings, night driving, environmental hazards, lines of demarcation, testing for potential, voltage regulation, worker protection, OMS modeling, and accident reviews. It also guides review of switching and tagging, storm preparation, load monitoring, and department updates. The template includes a System Supervisor daily task list, sections for off-schedule trouble, permits, clearances, and notes, aligning crews on safe, compliant operations.
by Myron A. Stovell, Sr., from the CommunityDownloads: 20+Get - Template
Solar PV Service Checklist
Use this Solar PV Service Checklist to perform a comprehensive service of solar installations. Record site details, inspect modules and mounting, verify wiring supports and earthing, check DC and AC isolators, validate inverter condition, and complete anti-islanding tests. Capture string test data, insulation resistance, and production outputs, then summarize findings and recommended repairs.
by Joshua Watson, from the CommunityDownloads: 20+Get - Template
Routine Inspection Audit
Use this Routine Inspection Audit to document SA Water construction and maintenance activities across water and wastewater assets. Record work witnessed such as excavation, bedding, laying, manholes, dewatering, compaction, connections, and shoring. Verify compliance with SA Water standards and designs, WHS and environmental controls, PPE requirements, traffic management to AS1742, permits and utilities checks, and asbestos procedures. Capture photos, notes, and sign-off.
by Jason Taylor, from the CommunityDownloads: 20+Get - Template
Revision de seguridad en instalacion electrica
Esta plantilla en espanol permite realizar la revision de seguridad en campo para trabajos de instalacion electrica segun criterios IPAL. Incluye las cinco reglas de oro, verificacion de corte y bloqueo, comprobacion de ausencia de tension, puesta a tierra y senalizacion. Cubre autorizacion de ingreso a circuito, ordenes de trabajo y cumplimiento de normas tecnicas. Detalla elementos de proteccion personal como casco, guantes dielectricos, proteccion facial, ocular y auditiva, sistema anticaidas y ropa dielectrica. Revisa materiales, equipos y herramientas, condiciones de trabajo, senalizacion y proteccion publica, identificacion de riesgos y charla de cinco minutos. Incluye verificacion de documentos y condiciones de vehiculos, botiquin y preparacion para emergencias, asi como campos para observaciones y cierre de la revision.
by JUAN LUIS, from the CommunityDownloads: 20+Get - Template
Supervisión de Estaciones de Servicio
Esta plantilla en español está diseñada para la supervisión integral de estaciones de servicio. Permite evaluar colaboradores en turno, inventario de lubricantes conciliado con Gasomarshall, estado de dispensarios de combustible, agua y aire, terminales bancarias y anaqueles. Incluye verificación de señalización, extintores y orden y limpieza. Audita el protocolo de servicio por bomba (saludo, confirmación de pedido, venta sugestiva, cobro y despedida), así como techumbre y faldón, tanques, venteos, anuncio, jardines, sanitarios y oficinas. Cubre áreas generales como residuos peligrosos, cuartos eléctricos y rutas de evacuación, y documenta auditorías de STPS, Protección Civil, SEMARNAT, PROFEPA y ASEA para asegurar cumplimiento, seguridad, imagen y servicio.
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 20+Get - Template
ENGIE Embedded Technical Audit Questionnaire
ENGIE Embedded Audits is a comprehensive technical audit questionnaire for energy and industrial facilities. It covers boilers and hot water systems, compressed air under PSSR, maintenance management, tools and lifting equipment, refrigeration and air conditioning, cooling towers and water hygiene, bunds and storage tanks, domestic water systems, building safety, redundant plant, effluent treatment, and gas turbines. The checklist references UK regulations such as PSSR, EAWR and PUWER, and guides users to verify training, calibration, documentation, risk assessments, and compliance to improve safety, efficiency, and environmental performance.
by Hiram Mullan, from the CommunityDownloads: 20+Get - Template
Quality Assurance Inspection Form for Gas Works
This quality assurance inspection form supports gas works audits across customer premises. It guides auditors to review customer satisfaction and communication, verify engineer identification, and confirm completion of the landlord gas safety record. Checks include earth bonding at the gas meter, controls operation, and the presence of smoke and carbon monoxide alarms. The form captures quality failures, corrective actions, escalation to the gas property manager, follow‑on work, resolution status, service improvements, and signatures with final comments.
by Lee Mather, 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.