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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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Perforating Operations Safety Checklist
This perforating operations checklist guides oil and gas teams through critical safety controls at the wellsite. It covers ignition source control, explosives handling by authorized personnel, grounding of the wellhead and service units, assembly of perforating guns in restricted areas, exclusion of nonessential personnel, radio and cellphone shutdowns, pre-blast warnings, testing of blasting devices, safe storage and transport of blasting caps and boosters, and inspection of equipment to avoid deteriorated or damaged explosives.
by Thadius Eby, from the CommunityDownloads: 20+Get - Template
Cadent Site Visit Form
Use this Cadent Site Visit Form to document gas utility site visits, faults and third party enquiries. Capture site details, pressures, engineer and third party contacts, signatures, risk management checks including SSW22 and plans, actions taken, optional sketches and photos, and agreed follow-up dates. Guidance covers sharing the completed form and includes relevant Cadent plant protection and emergency contact information.
by Jonathan Edmunds, from the CommunityDownloads: 20+Get - Template
Réception infrastructures poste source AMEPS
Cette checklist de réception des infrastructures d’un poste source AMEPS guide la vérification sur site: terrain et équipements (compteur d’eau, clôtures, portails, portillon, mise à la terre, pistes, caniveaux), fosse déportée et armoire électrique, bâtiments C2/C3/C5 (étanchéité, fermeture, climatisation et ventilation, éclairage intérieur/extérieur), accès sous-sol, matériel de sécurité (VAT, MALT, filets et balisage, masques SF6, éclairage mobile), sanitaires, extincteurs et signalétique, ainsi que la documentation du poste. Conçue pour valider la conformité avant mise en service.
by Daniel Herranz, from the CommunityDownloads: 20+Get - Template
Crude Terminal Audit
This crude terminal audit template helps evaluate oil and gas terminal operations across office administration, training, and field activities. It covers document control, customer and rail contact management, contractor qualifications, and handling of confidential information. Verify HAZWOPER training, 49 CFR certification, and FRA/DOT compliance, and confirm emergency contacts and spill response readiness. Use it to assess management roles, facility components, and reporting processes for rail and truck shipments to improve safety and regulatory compliance.
by Marvin Trimble, from the CommunityDownloads: 20+Get - Template
High Pressure Pump Inspection Checklist
This high pressure pump inspection checklist helps teams verify the readiness and condition of pump skids and associated equipment. Inspect air and fuel filters, battery condition and connections, belts, ease of start, fluid leaks, fuel level, pressure regulator, hoses, clamps, hose reel, nozzles and attachments, nuts and bolts, tank condition, and overall cleanliness. Record structural damage and location. Includes inventory checks for wildland firefighting tools such as McLeod, Pulaski, drip torch, blower, spade, high pressure guns, and straps, plus toolbox contents like spanners, saw, oil, spark plug wrench, and fittings. Covers driver and passenger compartments to support emergency response preparedness and safe operation.
by Garett Ehr, from the CommunityDownloads: 20+Get - Template
Waste Crane/Grab Pre-Use Inspection Checklist
Conduct a thorough pre-use inspection of waste cranes and grabs to ensure safe, reliable plant operations. This checklist covers checks on hydraulic cylinders, hoses and fittings, lifting shackles and pins, grab body pivots, umbilical cable and plug integrity, and build-up of waste around moving parts. Confirm correct pin location and locking, look for leaks, cracks, and wear, and verify calibration to site procedures. Record findings, raise work orders where needed, update visual management boards, and log non-compliances to stay compliant and prevent downtime.
by mark ryan, from the CommunityDownloads: 20+Get - Template
United Petroleum Unmanned Site Checklist
This checklist supports routine audits of unmanned United Petroleum sites. It covers weekly attended checks and night audits: competitor price reporting, tank dipping and water checks, condition of fill and dip caps, pump cleaning and presentation, signage and price board status, site tidiness and gardens, graffiti or damage, a test transaction with receipt photo, required site photos, and verification of illumination and perimeter lighting.
by Kieren Malley, from the CommunityDownloads: 20+Get - Template
Manhole Inspection Record Template
Use this manhole inspection record to document the condition of sewer or stormwater access points. Capture cover suitability, missing bolts, shaft and cover slab defects, ladder or step iron requirements and spacing, benching width and configuration, infiltration, protruding connections, and the need for cleaning. Record comments and attach photographic evidence to support corrective actions and compliance audits.
by Sean Toomey, from the CommunityDownloads: 20+Get - Template
Entergy Substation Construction Safety Checklist
This new construction substation checklist for Entergy supports field audits and daily inspections on utility build sites. It guides teams through communication and human performance, procedures and documentation, site barricading and signage, environmental controls, planning and supervision, training and qualifications, change management, and external influences such as weather and public access. It also covers system and equipment operations, PPE, welding and cutting safety, arc flash protection, fall protection, rigging and lifting, excavation and trenching, confined space, housekeeping, and equipment selection and maintenance. Use it to flag deficiencies, assign corrective actions and due dates, and capture photos and signatures.
by Rick Arce, from the CommunityDownloads: 20+Get - Template
Monthly Substation Inspection Checklist
Conduct thorough monthly substation inspections with this checklist designed for electric utilities. Review site security including gates locks and fence bonding. Assess yard conditions for nests weeds debris and gravel. Inspect insulators aerial connections and control house lighting equipment and pests. Check battery charger batteries DC voltage and amperage. Verify oil containment pump and alarm. Inspect transformer bank oil levels paint leaks temperatures and nitrogen blanket. Check silica gel condition. Record load tap changer temperature counter and range. Inspect relays breakers indicator lights and cabinets for moisture. Confirm breaker cabinets are clean to support safe reliable operations.
by JB Phillips, from the CommunityDownloads: 20+Get - Template
Inspección de trabajos en red eléctrica MT-BT
Checklist para inspeccionar trabajos en redes e instalaciones de distribución eléctrica en media y baja tensión. Incluye verificación de las Cinco Reglas de Oro, autorizaciones de ingreso a circuito, procedimientos de trabajo, uso de EPP (guantes y mangas dieléctricas, protección facial y contra caídas), señalización y protección pública, condiciones de orden y limpieza, revisión de herramientas y vehículos, identificación de riesgos y charla de 5 minutos, y control de competencias. Útil para supervisores, recursos preventivos y jefes de trabajo para mejorar seguridad y cumplimiento normativo.
by Alberto Pérez González, from the CommunityDownloads: 20+Get - Template
Volumetric Site Surveys V4
This template supports field teams conducting volumetric site surveys across utility networks. Capture key details such as network area, site name and SAP ID, then document flow control valves, position feedback, and the asset health of volumetric control cabinets. Record pneumatic outlet pressure override controllers, I/P converter types and ranges, and whether AUTO/MANUAL stations are positioned before or after overrides. Include RTU type and configuration, associated control equipment, approximate system age, and comprehensive photo evidence of components and cabinets. Use the checklist to standardize data capture and support maintenance planning and asset condition reporting.
by Amy Ensor, from the CommunityDownloads: 20+Get - Template
Lista de Chequeo para Equipos de Control de Sólidos
Lista de chequeo en español para inspeccionar unidades móviles y equipos de control de sólidos en operaciones de perforación: orden y limpieza, superficies y pasarelas, protecciones mecánicas, conexiones y descargas de centrífugas, electricidad y puesta a tierra, bloqueo y rotulado, respuesta a emergencias, manejo de materiales peligrosos, controles ambientales contra derrames, condiciones de trailer u oficina, elementos de seguridad personal y documentación HSEQ. Ideal para verificar el estado de zarandas, decantadoras, bombas y generadores, y para estandarizar inspecciones en campo.
by Fernando Ariel Liempichun, from the CommunityDownloads: 20+Get - Template
Standard Connection Project Completion Report (PCR)
This Project Completion Report (PCR) template is for accredited contractors delivering standard water and sewer connections for the City of Gold Coast. It covers pre-construction checks (dilapidation report, development approval), SEQ Code and IPAM compliance, construction activities with safety, excavation, and connection photos, and post-construction requirements. Sections include new and redundant water meters, as-constructed information with GIS references, licensed plumber details, and final sign-off. Use it to ensure compliant documentation and smooth submission to Water and Waste.
by Lyndon Hockey, from the CommunityDownloads: 20+Get - Template
Grade 2 Refrigeration Engineer Assessment
Use this Grade 2 Refrigeration Engineer Assessment to evaluate candidates on FGAS and CO2 knowledge, compressor diagnostics, and commissioning best practices. Sections cover resistance and contactor tests, pump down and oil differential procedures, compressor commissioning, oil system basics, and cabinet controls. Assess familiarity with Carel, RDM, and RCS controllers, network addressing/TP-Link, Danfoss 255 navigation, and lowering receiver pressure via 326. Confirm understanding of pressure strength and leak tests, vacuum levels (micron/torr), drier changes, overload and fuse ratings, scroll rotation, commissioning settings, and operational checks.
by Jason Romer, from the CommunityDownloads: 20+Get - Template
BG Post Completion Audit Checklist
This BG Post Completion Audit template supports field teams conducting quarterly audits after service or installation work. It guides inspectors through site safety checks, British Gas electrical customer checklist verification, and a full suite of electrical tests including Earth Loop Impedance, RCD response time, earth continuity, insulation resistance, and polarity. The workflow includes photographing the work area before and after, recording hazards, delivering training confirmations, and securing auditor and operative sign-offs to ensure consistent compliance and quality.
by Richard Melvin, from the CommunityDownloads: 20+Get - Template
LEG Drilling Rig Inspection Weekly Checklist 2022
This weekly LEG drilling rig inspection checklist helps teams verify critical well control equipment and site safety. It covers road access, signage, BOP and accumulator systems, manifolds, flare tanks, substructure, mud tanks and pumps, power generation, rig floor controls, and derrick components. It also prompts reviews of documents, JSAs, training and certifications, gas detection, emergency response, housekeeping, and rental equipment readiness. Use it to document findings, track corrective actions, and maintain regulatory compliance while reducing operational risk.
by Daniel Garcia, from the CommunityDownloads: 20+Get - Template
Scottish Water Grating Survey Rev 4
This Scottish Water grating survey checklist helps inspectors assess the condition and safety of walkways, flooring, and gratings across water and wastewater sites. Capture access frequency, potential fall heights, and process hazards such as fast moving water, deep sludge, or moving machinery. Verify corrosion, grating thickness, panel damage, supports, fixings, and trip hazards. Review access hatches and openings, toe boards, and edge protection. Check stairs and steps specifications, anti slip surfaces, and ladder access. Identify areas needing specialist investigation and operational constraints to improve site safety.
by Matt Struthers, from the CommunityDownloads: 20+Get - Template
Clarence Valley Council Confined Space Entry Permit
Streamline confined space safety with this Clarence Valley Council permit template. Capture work details, validity times, required precautions, hazard isolation, atmospheric testing and continuous monitoring, safety equipment, PPE, standby and competent person sign-offs, and job close-out. Suitable for water, sewer, stormwater and pump station work across utilities, construction, and maintenance teams. Adapt to your procedures and regulations.
by Doug McKenzie, from the CommunityDownloads: 20+Get - Template
Brookfield WTG Inspection Checklist
Streamline quality control for wind turbine generators with this Brookfield WTG inspection checklist. Cover exterior and tower access, doors and platforms, safety stickers and lighting, nacelle and yaw systems, gears and motors, hydraulic hoses and valve blocks, gearbox condition, oil levels, filters, cooling systems, generator and slip ring, wiring and sensors, braking and coupling, crane and frames, rotor and hub, blade seals and bearings, pitch system components, and transformer and converter checks. Use for commissioning, routine maintenance, and corrective actions, with space to note defects, photos, and follow ups to improve reliability and safety.
by Brian Goodwin, from the CommunityDownloads: 20+Get - Template
Pole-to-Pit Audit Form
This pole-to-pit audit form helps crews and inspectors confirm safe, compliant service installations from the utility pole to the pit. It covers pit location and trenching to the agreed pole, cable depth targets, conduit entry tolerances, and use of 63 mm orange conduit with marker tape. It checks pole guards and warning labels, PVC conduit height and extensions, secure fixings on timber and concrete poles, correct cable sizing such as 16 mm2 or 50 mm2 XLPE, and that cables are capped. It also verifies site reinstatement including footpaths and nature strips, and alignment with maps and offsets, with space for corrective actions and second audits.
by Ben Koutoukidis, from the CommunityDownloads: 20+Get - Template
SGN Health and Safety Checklist
A comprehensive SGN Health and Safety checklist for petrol forecourt operations. Inspect forecourt surfaces, pumps, hoses, fire equipment, emergency cut off, lighting, tanks, vapor recovery, LPG storage, and signage. Review shop floor and POS safety, exits, fire points, PPE, stock handling, and electrical cupboards. Includes age restricted sales and licensing controls, work equipment checks, hot food handling, CCTV, safe management, due diligence, training records, wet stock management, and site register documentation such as vapor recovery certificates, petroleum license, electrical and fire extinguisher certificates, DSEAR actions, and asbestos register. Verify first aid supplies and record corrective actions with assignees and due dates.
by Ricardo Teresa, from the CommunityDownloads: 20+Get - Template
Culvert Pre-Survey Checklist
Use this culvert pre-survey template to plan and document onsite waterways work before maintenance. Record site access, address and GPS, priority and nature of works, confined space classification and rescue plans, inlet and outlet measurements (height, width, water depth), silt depth, materials, photos, access issues, bridges and restrictions, traffic management, land type, overhead services, and environmental and pollution controls. Summarize findings, note resources required, and sign off to complete the report.
by Matt Barnett, from the CommunityDownloads: 20+Get - Template
Water and Sewer Take 5 Safety Checklist
Streamline field safety for water and wastewater operations with this Water and Sewer Take 5 checklist. Capture job location and description, plan traffic control, locate underground and overhead services using Dial Before You Dig, assess weather and site conditions, specify required PPE, and record controls. Nominate a first aid officer and collect staff signatures to confirm understanding before work begins. Ideal for council utilities and contractor crews performing maintenance, repairs, and inspections.
by Clarence Valley Council, 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.