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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.

Browse Energy & Utilities

2,772 results
  • OSHA Rig Inspection Checklist by Edge Services
    Template

    OSHA Rig Inspection Checklist by Edge Services

    Use this OSHA compliant rig inspection checklist to assess oil and gas drilling and well servicing operations. It covers site access and signage, training and PPE, mud pumps, mixing, tanks and pits, generator and electrical systems, fire protection, fuel and storage tanks, pipe rack safety, blowout preventers, derrick and substructure, drill floor standards, power and hand tools, hoisting equipment, stairs and ladders, hot work and welding, and confined spaces including H2S controls. Reference points include OSHA 1910 and 1926 and API RP 53 and 54 to help standardize inspections, capture evidence, and document corrective actions.

    by Doug Carter, from the Community
    Downloads: 20+
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  • Terra Centrifuge Inspection Report v01
    Template

    Terra Centrifuge Inspection Report v01

    This Terra Centrifuge Inspection Report v01 is a detailed checklist for commissioning and routine inspections of rig-mounted centrifuge units. It covers equipment installation checks, grounding and electrical safety, and pollution pan placement. Dedicated sections guide cleaning and exterior inspections for multiple centrifuges, including coffin lid condition, bolt integrity, belt guards, and BICC connections. Wear items such as feed tubes, plows or wear inserts, end wear plates, and solids wear liners are measured and photographed to verify condition. Operational settings are validated, including pond depths set to 7–7.5, proper belt speed configuration, and rotation checks. The form captures operator, rig, well number, and auditor details, and prompts photo evidence from multiple angles to ensure compliance and traceability.

    by Drew Bollich, from the Community
    Downloads: 20+
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  • Working at Heights Audit Checklist
    Template

    Working at Heights Audit Checklist

    This working at heights audit checklist helps utilities and local government teams verify safe practices when operating from fixed elevated positions, EWPs and ladders. It covers scaffolding controls, approved EWP use, and detailed ladder requirements, including inspections, 120 kg load rating, 1:4 placement angle, securing ladders, and maintaining three points of contact. It prompts checks that all work above 2m or within 2m of an edge is performed safely, captures general comments, and records required actions for contractors to meet their health and safety obligations. Signature fields are provided for the responsible officer, auditor and contractor’s representative.

    by James Pither, from the Community
    Downloads: 20+
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  • Modèle d'audit énergétique résidentiel
    Template

    Modèle d'audit énergétique résidentiel

    Ce modèle d'audit énergétique résidentiel aide les auditeurs à évaluer l'efficacité énergétique d'une maison pièce par pièce. Il couvre l'éclairage extérieur et intérieur, les systèmes CVC, les principaux appareils électroménagers, ainsi que la structure du bâtiment (isolation, étanchéité, fenêtres, toiture, portes et murs). Le formulaire guide la collecte d'observations, classe les équipements comme efficaces ou inefficaces, et invite à formuler des recommandations concrètes pour réduire les coûts d'énergie. Des sections sur les habitudes de consommation, un rapport de synthèse et un espace pour la signature de l'auditeur facilitent la restitution et le suivi des actions.

    by Jp Maillard, from the Community
    Downloads: 20+
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  • Bitácora de Visita para Estación de Servicio
    Template

    Bitácora de Visita para Estación de Servicio

    Plantilla en español para evaluar y documentar visitas a estaciones de servicio. Cubre datos generales del proyecto, descripción del terreno y accesos, conteo vehicular, evaluación del potencial de volumen de combustible, equipos (tanques y dispensadores), y servicios complementarios como tienda y carwash. Incluye secciones de perfil socioeconómico y consideraciones HSEQ, así como permisos y licencias. Ideal para auditorías de nuevas instalaciones, modernizaciones o tomas de estaciones competidoras.

    by Eliuth Díaz, from the Community
    Downloads: 20+
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  • Utility Consult Job Card
    Template

    Utility Consult Job Card

    This Utility Consult Job Card helps field teams document retail lighting installations and repairs. Capture project details including date, location, and client; specify brands and fixtures installed such as LED T8 tubes, round recessed lights, GU10 lamps, and rectangular panel lights; note ceiling fixes and the number of holes repaired; and include additional work performed outside the scope. The form also collects store manager and installer names and signatures for clear handover and accountability.

    by James Mittan, from the Community
    Downloads: 20+
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  • RCD Injection Testing Checklist AS 3760
    Template

    RCD Injection Testing Checklist AS 3760

    Use this RCD injection testing checklist to verify compliance with AS 3760 across your sites. Record key details such as site, date, prepared by, location, and electrical licence number. Capture circuit numbers, trip times at 0 and 180 degrees, and pass or fail results for each device. Document defects found, corrective actions, and retest outcomes to maintain electrical safety and compliance for RCDs and RCBOs.

    by Alan Conley, from the Community
    Downloads: 20+
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  • Safety Meeting: Working in the Heat
    Template

    Safety Meeting: Working in the Heat

    This safety meeting guide covers working in hot conditions and preventing heat stress on the job. It explains what heat stress is, common symptoms from cramps to exhaustion and heat stroke, and practical controls: frequent water intake, regular rest breaks, light meals, scheduling strenuous tasks for cooler hours, ventilation and fans in enclosed areas, gradual acclimatization after time off, avoiding alcohol, and wearing light-colored, breathable clothing.

    by Doug Carter, from the Community
    Downloads: 20+
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  • AGI TR Inspection Report
    Template

    AGI TR Inspection Report

    Use this AGI TR Inspection Report template to standardize inspections of AGI transformer rectifier installations. Capture site details, TR type and supply, photos of the installation, DC cable connections, and monitor status including Abriox. Record faults, describe supply arrangements, verify plug-in status, and log corrective actions. Customize, assign, schedule, and export results to PDF.

    by Richard Draper, from the Community
    Downloads: 20+
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  • GE Uptower Gearbox Repair Report
    Template

    GE Uptower Gearbox Repair Report

    Complete this GE uptower gearbox repair report when servicing wind turbines. Capture job details, site and weather, inspection findings, repair steps, parts replaced, torque values, photos, test results, signatures, and approvals to ensure traceability, quality, and safety compliance.

    by Cris Balassa, from the Community
    Downloads: 20+
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  • Personal Protection Audit Checklist
    Template

    Personal Protection Audit Checklist

    This Personal Protection Audit template helps project teams and contractors assess PPE needs and controls across a worksite. It covers policy and signage requirements, availability and suitability of PPE, staff understanding and training, monitoring and enforcement, inspection and replacement programs, and periodic review of PPE needs. Designed with utilities and water projects in mind, it supports compliance with safe work procedures and encourages continual improvement through documented actions and signatures.

    by James Pither, from the Community
    Downloads: 20+
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  • Safety Department SPCC Plan Checklist
    Template

    Safety Department SPCC Plan Checklist

    This SPCC plan checklist helps safety teams conduct compliant inspections across facilities handling oil. Record document details, site and personnel, then review key areas: storage tanks (leaks, corrosion, foundations, gauges, vents, secondary containment, drain status), piping and valves (leaks, damage, caps), security measures (fences, gates, lighting, locks), and spill response inventory (shovels, brooms, absorbents, floor dry levels). Use it to standardize checks at ports, plants or yards and document corrective actions to support EPA SPCC requirements.

    by Brian Rogers, from the Community
    Downloads: 20+
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  • Offshore Hygiene Inspection Form
    Template

    Offshore Hygiene Inspection Form

    This offshore hygiene inspection form helps teams on oil and gas platforms assess food handling, storage, preparation temperatures, and protection practices. It covers leftovers control, utensil and equipment sanitation, personnel health and hygiene, and required training. General offshore housekeeping is included, with checks for bunks, corridors, pest control, and chemical use. Galley and dining area standards and linen and restroom cleanliness are also verified. Use this bilingual English and Thai checklist to standardize audits, maintain compliance, and protect crews during offshore operations.

    by Carlo Reyes, from the Community
    Downloads: 20+
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  • R7 MARS Energy Review Program Checklist
    Template

    R7 MARS Energy Review Program Checklist

    Evaluate building energy performance with the R7 MARS Energy review checklist. Verify efficient lighting controls, water saving devices, and building envelope measures. Confirm operating plans for major equipment, Energy Star compliance, and shutdown practices. Track BTU and water use per GSF against regional goals, review audits and corrective actions, and promote tenant awareness to achieve energy and water reduction targets.

    by Thomas Robbins, from the Community
    Downloads: 20+
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  • Utility Audit and Meter Inspection Checklist
    Template

    Utility Audit and Meter Inspection Checklist

    This utility audit checklist helps teams record and verify utility meters across a site. Capture a location map and photos, log each meter with the utility served, take clear photos of current readings, and note accessibility details including keys, cages, and locks. Add comments and additional information as needed, repeat for multiple meters, and include a final site photo indicating meter locations. Designed for consistent data capture and easier utility reporting across facilities.

    by Dean Haley, from the Community
    Downloads: 20+
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  • S and C Team Member Safety Observation Checklist
    Template

    S and C Team Member Safety Observation Checklist

    This safety observation checklist supports S and C team members and auditors in verifying safe work practices on electrical job sites. It covers pre job briefings, site hazard assessment, tailgate forms, emergency instructions, and access to required documentation such as safety manuals and safety data sheets. The checklist guides thorough PPE inspection, including flame resistant clothing, hard hats, eye protection, safety footwear, and insulating rubber goods. Electrical safety steps include barricading work zones, lockout tagout, stored energy control, zero energy verification, and proper use of calibrated test equipment, insulated tools, and GFCIs. It also addresses fall protection, ladder safety, ergonomic lifting, and verification of first aid, CPR, AED, and OSHA training. The audit section documents non conformances, follow up actions, and signatures.

    by Joe Barrios, from the Community
    Downloads: 20+
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  • Grosvenor L and P Distribution Boards
    Template

    Grosvenor L and P Distribution Boards

    Use this Grosvenor field inspection report to assess distribution boards and enclosures for build quality and suitability. Verify IP ratings, materials, plinths, doors, locks, stays, document pockets, and gaskets. Check gear trays, breaker chassis and colors, main switches, and RCD and ELCB protection across lighting, power, and welding circuits. Review lighting control with contactors, overrides, relays, timers, and terminals. Confirm segregation by voltage, intrinsically safe design, and compliance with AS NZS 3000 and 60079. Inspect terminals, internal wiring clearance, shrouding, labeling, and availability of FAT documentation.

    by Bruce R. Johnston, from the Community
    Downloads: 20+
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  • Sheridan Production Drilling Rig Inspection
    Template

    Sheridan Production Drilling Rig Inspection

    This drilling rig inspection checklist helps oil and gas teams verify safety and compliance across the site. It covers JSEA paperwork, signage, wind indicators, fuel tank venting, electrical grounding, accumulators, and housekeeping. Sections include stairs and guardrails, derrick and substructure, rig floor equipment and controls, fuel and mud tanks, mud pump area, choke manifold, pipe racks, and blowout preventers. It also checks eyewash and first aid, fall protection, lighting, H2S monitors, PPE, communication, and emergency muster areas.

    by Jennifer Turner, from the Community
    Downloads: 20+
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  • Roof plumbinghazard inspection
    Template

    Roof plumbinghazard inspection

    The Roof & Plumbing Hazard Inspection template is designed to help facilities and maintenance teams identify risks such as water infiltration, roof damage, blocked drainage, and plumbing faults. Inspectors can record hazard locations, severity, photos, and corrective actions. It promotes proactive building maintenance and helps prevent structural issues and safety incidents.

    by Kylie Williamson, from the Community
    Downloads: 20+
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  • Meter Installation Checklist
    Template

    Meter Installation Checklist

    This meter installation checklist helps utility teams document every step of a new installation or replacement. Record site address, GPS, account number, old and new meter numbers, CT and VT ratios, kWh and kVA readings, and capture photos of meters and displays. Log modem number, IP address, and installation date, and include LPU installation notes for complete traceability.

    by Nama Khoi, from the Community
    Downloads: 20+
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  • Check List de Inicio de Operaciones para Planta de GLP
    Template

    Check List de Inicio de Operaciones para Planta de GLP

    Use esta plantilla editable para realizar el check list de inicio de operaciones cada día en una planta de GLP. Incluye verificaciones de alarmas y detectores, sistema contra incendios, niveles de tanques y combustible, estado de bombas y compresores, presión de aire, túneles de sellado y balanzas de envasado, así como cierres de emergencia y paneles eléctricos y neumáticos.

    by Operaciones PTRN, from the Community
    Downloads: 20+
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  • TBS Container Checklist 2023
    Template

    TBS Container Checklist 2023

    This TBS Container Checklist 2023 helps wind turbine service teams verify all essential spares, tools, and safety items are present before deployment. It covers ABB switchgear, circuit breakers, HRC fuses, relays, converters, and measuring transducers. It includes pitch system components such as Moog controllers, encoder cables, proximity sensors, and battery chargers, as well as topbox and weather mast equipment like ultrasonic anemometers, wind vanes, contactors, power supplies, and processors. The checklist also lists generator brushes, PT100 temperature sensors and modules, lubrication products, cleaning materials, PPE like nitrile gloves and masks, and specialized tools including clamp meters and calibration devices. Use this checklist for consistent monthly checks, improved readiness, and safer maintenance operations in wind energy environments.

    by Vincent Molinaymoya, from the Community
    Downloads: 20+
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  • Checklist de Posto de Combustível (Sistema EP)
    Template

    Checklist de Posto de Combustível (Sistema EP)

    Este checklist em português foi criado para auditorias operacionais em postos de combustíveis (Sistema EP). Ele orienta a verificação de conformidade com a ANP e o consumidor, incluindo sinalização obrigatória, placas de preços, avisos de benzeno e adesivos por produto. Cobre extintores e EPIs, controle e análise de combustíveis com densímetros, provetas e termômetro, bem como aferidores certificados. Inclui inspeções de tanques, respiros, descarga selada, varas e medição eletrônica. Abrange qualidade e rastreabilidade com notas fiscais, boletins de conformidade e amostras testemunha. Exige documentação legal e ambiental (alvará, Bombeiros, LO, licença sanitária, CTF/IBAMA, ANP), itens de segurança e infraestrutura (gerador, cofre, CFTV), obrigações trabalhistas (PCMSO, PGR, entrega de EPIs) e boas práticas de loja, estoque e limpeza.

    by Community
    Downloads: 20+
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  • Aqua Metro Services Incident and Injury Report Form
    Template

    Aqua Metro Services Incident and Injury Report Form

    Use this Incident and Injury Report Form to document workplace incidents for Aqua Metro Services. Capture what happened, people involved, injury type and body part, causes, treatment given, time lost, and witness details. Log contributing factors like manual tasks, slips and trips, equipment, and environment. Record vehicle or property damage, investigation findings, and recommended corrective actions to prevent recurrence. Submit to your supervisor and the Health and Safety Manager for review and follow up.

    by Tania Salijevic, from the Community
    Downloads: 20+
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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.