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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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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 - Template
Environmental Site Inspection Checklist (Bulk Waste)
This Environmental Site Inspection checklist helps Gippsland Water teams assess bulk waste assets for environmental compliance and operational risks. It covers incident reporting and EPA notifications, required site documents and records, preventive maintenance, equipment calibration, and routine water quality sampling. Visual checks include noise, odour, dust or emissions, spill kits and bunding, leaks, wastewater discharge, recycling and waste, erosion, vegetation and cultural heritage protection, site security, and noxious weeds. It also verifies monitoring, extraction and discharge points, and contractor management, including inductions, risk assessments, and controls.
by Shannon Dwyer, from the CommunityDownloads: 20+Get - Template
Battery QA Checklist for BESS Inspections
Conduct thorough battery quality assurance for BESS sites with this checklist. Capture site and location details, record serial numbers, assess visible damage, and document battery section status. Ideal for field teams maintaining battery energy storage systems, it helps standardize inspections, improve traceability, and ensure consistent reporting. Customize to fit your procedures and compliance needs.
by James Pyne, from the CommunityDownloads: 20+Get - Template
MODEC HSSEQ Self Assessment Audits
Use this MODEC HSSEQ self assessment audit checklist to evaluate compliance with MODEC standards across offshore energy operations. Cover leadership and commitment, policy and objectives, organizational roles and competencies, hazard and effects management, subcontractor and supplier control, facilities design and construction, operations and maintenance, change management, incident notification and investigation, crisis and emergency management, occupational health and safety, environmental management, documentation and legal requirements, and performance monitoring and improvement. Verify plans, training, KPIs, risk assessments, and continual improvement actions.
by Jonathan Lenz, from the CommunityDownloads: 20+Get - Template
Mobile Generator Maintenance Schedule Checklist
This mobile generator maintenance checklist supports annual electrical inspection and routine servicing for mobile generation plant. It covers engine and alternator checks with the engine stopped, including windings, AVR, terminals, wiring looms, oil and coolant levels, belts, mounts, and fire extinguisher status. Control panel tasks include wiring integrity, meters, lamp tests, six-monthly RCD testing, generator circuit breaker operation, CAN bus terminations, switch functions, MEN connection, output voltage tests, and battery float and charge readings with engine on and off (solar). The template also includes canopy, cable cabinet, and equipment box inspections, Powerlock connections and cable wear, labelling and signage, earthing continuity, lubrication of locks and hinges, bund and cleanliness checks, manuals and log book verification, fuel card validity, and protection checks such as coolant level interlocks and emergency stop tests.
by David Hill, from the CommunityDownloads: 20+Get - Template
LEG BOP Inspection Checklist 2023
This BOP inspection checklist is designed for oil and gas drilling operations to be completed after nipple up and before the rig returns to drilling. It verifies proper installation and certification of the BOP stack and downstream plumbing, functional checks on choke manifold, HCR valve, gauges, accumulator and remote panel, and correct setup of flare stack, panic lines, and kill lines. References API STD 53 requirements to help ensure equipment integrity, well control readiness, and site safety compliance.
by Kenneth Phillips, from the CommunityDownloads: 20+Get - Template
S and C Team Member Safety Review 2015
This field service safety review helps supervisors assess S and C team members against critical electrical and job site safety practices. It covers job specific documentation, emergency information, and site readiness. Inspect PPE availability and condition including arc rated clothing, face shields, rubber goods, and hearing protection. Verify electrical safety controls such as arc flash boundaries, barricades, testing equipment calibration, and lockout tagout for all energy sources. Check extension cords and insulated tools, fall protection, hot work permits and fire watch as required. Include ergonomics and lifting techniques, hydration, and housekeeping. Confirm current training for first aid, CPR, AED, blood borne pathogens, fall protection, PPE, LOTO, arc flash, confined space, basic electrical safety, fire extinguishers, and hazard communication. Record nonconformances, assign follow up actions, and capture required signatures.
by Joe Barrios, from the CommunityDownloads: 20+Get - Template
Red Energy Warranty Card for Installations
Complete the Red Energy Warranty Card with every installation to record customer and installer details, reseller and branch information, and key system data. Capture system type selections such as borehole or pressure pumps, residential or commercial grid tie, off-grid, and battery backup. Log serial numbers for inverters, solar panels, batteries, motors, and pump control boxes. Document utility readings, wiring and fuse connections, battery voltage, string counts and voltages, and attach panel installation photos. Finish with commissioning checks, including CarbonTrack status and serial, to ensure traceability and warranty support.
by Eon Geldenhuys, from the CommunityDownloads: 20+Get - Template
ISO 55001 Asset Management Audit
Assess your asset management system against ISO 55001 with this structured MEM audit checklist. Cover clauses 4 to 10, including context, leadership, planning, support, operation, performance evaluation, and improvement. Use it to verify processes, capture evidence, and highlight gaps for corrective action. Ideal for utilities, maintenance, and engineering teams seeking consistent, auditable compliance.
by Kulpreet Singh, from the CommunityDownloads: 20+Get - Template
PSU OPP Safety Utilities Job Safety Analysis
This Utilities Job Safety Analysis template helps crews plan safer work before starting. Capture project details and photos, list tasks, identify hazards such as electrical shock, cave-ins, falls, chemicals, and moving machinery, and select controls like PPE, fall protection, shoring, spotters, proper rigging, and SDS review. Record weather, required tools, and training. Verify permits and inspections including PA One Call, hot work, scaffold, aerial lift, forklift, confined space, energized electrical work, trench and vehicle pre-trip. Collect crew signatures to confirm the JSA was reviewed.
by Elizabeth Fisher, from the CommunityDownloads: 20+Get - Template
SMEC Water Inspection and Audit Form
This SMEC Water Inspection and Audit Form helps inspectors and contractors verify compliance on water infrastructure works. Covering site management and OHS, it includes checks for PPE, trench excavation per MRWA-W-202, pipe laying to MRWA-W-103 with witness marks and alignment, embedment and backfill to MRWA-W-201, clearances to other services per WSA03 Table 5.2, and thrust blocks to MRWA-W-205A/B. Record water type (drinking or non-drinking), pipe material and diameter, dates of manufacture, and compliance status, and attach photos for evidence. Suitable for trafficable and non-trafficable areas.
by James Sorraghan, from the CommunityDownloads: 20+Get - Template
Advice and Investigation Checklist
Use this Advice and Investigation checklist to log advice requests, assess issues, and record findings for electrical supply and metering. Capture site details, location, point of attachment, meter position, group meter box, and other issues. Provide advice, attach photos, notify requesters, and document outcomes. Designed for utilities field teams and contractors working on distribution assets, this template standardizes investigations and supports safety, quality, and compliance reporting.
by Paul Downes, from the CommunityDownloads: 20+Get - Template
Commercial Solar Site Inspection Checklist
This commercial solar site inspection template helps assess roof sections, orientation and pitch, fixings, and shading; review incoming supply cabling and transformer details; document meterbox and main switchboard location, ratings, and space for solar breakers; plan inverter location and measurements; and capture existing system details, including inverter and panel labels and quantities. Add photos, measurements, and installer notes to create a complete pre-installation site survey for commercial PV projects.
by Wayne Hinton, 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.