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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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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
FH - Full Solar Site Inspection Checklist
This full solar site inspection checklist helps teams assess solar installations and related site infrastructure. Document site overview, fencing, and access; capture complete imagery of the battery box inside and out; verify battery dates, voltages, and draws. Review solar panels for correct wattage and negative inputs, and confirm charger or controller setup. Inspect equipment boards, measure amp draw and voltage loss, and validate serial numbers and QR codes. Check cameras, links, and security devices; review weather station calibration and cleanliness. Evaluate lattice mast, fasteners, anodes, and earthing, ensuring single-point grounding and lightning protection. Log findings, attach photos, and record corrective actions.
by Nashim Singh, 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 - 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 CommunityDownloads: 20+Get - 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 CommunityDownloads: 20+Get - 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 CommunityDownloads: 20+Get - 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 CommunityDownloads: 20+Get - Template
Jointing Audit Checklist for Utilities
This jointing audit template helps supervisors and field teams assess the safety and quality of power distribution jointing works. It covers job documentation and permits, site setup and traffic management, PPE and uniform checks, tool and vehicle condition, calibration and insulated equipment, live working controls, and essential safety gear including first aid, fire extinguisher, cat and genny, spill kit, and hygiene provisions. It also verifies NERS passports and required tickets. Use it to standardize field audits, capture notes, and drive compliance across streetworks and cable jointing operations.
by Amylee Tiley, from the CommunityDownloads: 20+Get - 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 CommunityDownloads: 20+Get - 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 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.