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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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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
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 - Template
IEA Gearbox Inspection Report
This IEA Gearbox Inspection template supports technicians performing uptower repairs on wind turbines. It guides users to capture customer and site details, turbine number and address, scope of work, and repair completion date. Technicians can document gearbox nameplate and serial numbers, inspection and report dates, responsible personnel, and contact phone numbers. The checklist prompts photo evidence of disassembly, components, and notable findings such as oil leaks, along with comments for each step. It also includes an Additional Information section to attach media and summarize observations, helping standardize documentation and ensure thorough, compliant records for gearbox maintenance.
by Jaime Carrasco, from the CommunityDownloads: 20+Get - Template
EHES ECO3 Home Energy Survey Checklist
Use this ECO3 home energy survey checklist to assess residential properties for energy efficiency upgrades. The template captures client and property details, heating appliances and flues, access requirements, and inspection types including cavity wall, loft, party wall, extraction, floor insulation, and damp. It supports PAS 2035 compliance with pre-installation checks, risk assessments, ventilation and safety considerations, and installer/customer sign-offs. Attach ECO compliance documents, evidence and photos, and generate quotations for measures. Ideal for assessors and installers managing ECO3 surveys, cavity wall and loft insulation, and related retrofit works.
by Steve Jennings, from the CommunityDownloads: 20+Get - Template
Étude solaire
Ce modèle d’étude solaire en français permet d’évaluer la faisabilité d’une installation photovoltaïque sur une maison. Il couvre l’identification du site (client, contrat EDF), les caractéristiques techniques (référence cadastrale, phases, puissance compteur), l’état et la géométrie de la toiture (pans, inclinaison, dimensions, charpente), ainsi que la configuration PV recommandée (kWc, nombre de panneaux, eau chaude). Il inclut aussi la collecte des consommations annuelles électricité et gaz/fioul, et des preuves photographiques (toiture, coffrets, disjoncteur, raccordement). Idéal pour dimensionner une solution solaire et documenter l’étude avant installation.
by Simon Grieu, from the CommunityDownloads: 20+Get - Template
Hazardous Substances Audit Checklist
Use this hazardous substances audit to verify identification, MSDS availability, labeling, worker training, and risk assessments on contractor sites. Includes sections for record keeping, corrective actions, and signatures. Suitable for water utilities, local government, and contractors seeking safety and compliance.
by James Pither, from the CommunityDownloads: 20+Get - Template
Fault Report Template for Turbine Maintenance
This fault report template helps technicians document turbine issues end to end. Capture the fault details, steps taken to rectify, parts used and quantities, and whether further work is required. Log parts removed with manufacturer, model, and serial numbers, and record if the turbine is back in operation. Includes personnel and technician sign-off fields to ensure accountability and clear maintenance records.
by Michael Appleby, from the CommunityDownloads: 20+Get - Template
AD Public Safety Audit
This AD Public Safety Audit helps utilities and local government contractors ensure public safety around construction and excavation works. It verifies local council permit requirements, secure site controls, traffic management, dust and debris mitigation, scaffolding and guarding, mud control on roads, and safe work in public spaces with barricades and signage. The checklist drives corrective actions and sign-offs by the Gippsland Water responsible officer, auditor, and contractor representative.
by James Pither, from the CommunityDownloads: 20+Get - Template
AAD Station Fuel Management Self Assessment Checklist 2019
Use this checklist to audit station fuel management against AAD Operations Manual requirements and station fuel spill contingency plans. Verify spill response access, environmental training frequency, maintenance of bulk fuel farms, testing of refuelling equipment, and availability of manuals and records. Guide responsible managers and station teams through compliance checks, evidence capture, and follow up actions to improve safety and environmental protection.
by Jax Fisher, from the CommunityDownloads: 20+Get - Template
Tool Inspection 2.0 Checklist
Tool Inspection 2.0 is a practical checklist for field crews to verify the condition and presence of PPE and hand tools before work. It covers electrical rated rubber gloves and leather protectors, hard hats, safety glasses, hearing protection, reflective vest, knives, pliers, wrenches, tape measures, sleeves, tool holders, fall restraint devices, climbing belts, hooks, straps, and pads. Use it to document dates, locations, inspector names, and signatures, and to improve safety and regulatory compliance.
by Dan Ulhorn, from the CommunityDownloads: 20+Get - Template
QC Checklist for Linework Inspection
This QC checklist supports utility linework inspections across overhead and underground works. It covers pole plumb and orientation, backfill levels, hardware and anchor installation, guy tensioning, signage, ground and communication clearances, and site cleanup. It also includes checks for transformers, switches, risers, ADSS fiber hardware and damage, underground enclosures, trench depth, screening and caution tape, and terminations. Use it to document defects, reference specifications, and ensure consistent quality in the field.
by Terry Lowen, from the CommunityDownloads: 20+Get - Template
ISO 50001 Energy Management System Audit Checklist
This ISO 50001 System Audit Checklist helps organizations assess and improve their Energy Management System. It guides auditors through verifying energy policy communication, conducting energy reviews, identifying significant energy uses, and setting benchmarks and KPIs. The checklist covers legal and other requirements, operational controls, document and record control, and competence, awareness, and training. It also includes internal audit planning, management commitment and review inputs and outputs, and processes for corrective action and continual improvement to enhance energy performance.
by Arun venkatesh, from the CommunityDownloads: 20+Get - Template
LLS HSEQ Field Audit Checklist (Full)
A comprehensive HSEQ field audit checklist for utilities crews working on water and sewer assets. Covers crew verification and competencies, PPE, pre-starts and SWMS/JSEA, chemical and compressed gas safety, electrical safety and tagging, environmental controls and spill response, detailed traffic management requirements, quality and work practice checks for water mains, fittings, services and meters, sewer activity hygiene and public health safeguards, excavation planning and controls, vehicle and mobile plant compliance, confined space entry permits and rescue planning, and asbestos cement pipework controls. Includes completion sign-off for audit leaders and team members.
by Keith Baker, from the CommunityDownloads: 20+Get - Template
Jones Lighting Ltd Site Safety Check
This site safety checklist for Jones Lighting Ltd is designed for electrical utilities and street lighting work. Use it to capture project details, document IR and continuity tests, verify loop impedance and polarity, record cut-out terminations and service joints, and note street lamp positions and dimensions. Ideal for field crews to standardize testing, ensure compliance, and maintain accurate records across installations and maintenance tasks.
by Rebekah La Franchie, from the CommunityDownloads: 20+Get - Template
Generator Circuit Breaker GCB Field Service Report
Use this structured internal field service report to document inspections, overhaul activities and maintenance of generator circuit breakers in power plants. Capture plant and unit details, GCB system family, power plant type, GMS600 upgrade info and commissioning data. Record execution details, engineer and job numbers, customer contact information, findings, required actions, parts, photos and signatures. Intended for internal ABB use; adapt to your procedures and regulatory requirements.
by Daniel Love, 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.