Protective Relay Technician Templates

Looking for Protective Relay Technician Templates to download? See the main templates that a Protective Relay Technician would use in their day-to-day work.

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Protective Relay Technician Templates

There is a huge number of templates that someone in the Protective Relay Technician role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Protective Relay Technician. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Equipment Inspection Report
2. Relay Testing Checklist
3. Fault Analysis Report
4. Relay Settings Spreadsheet
5. Relay Configuration Template
6. Relay Maintenance Schedule
7. Test Plan Template
8. Relay Commissioning Report
9. Incident Investigation Report
10. Training Attendance Sheet


Reports are often prepared by a Protective Relay Technician to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Equipment Status Report
2. Fault Analysis Report
3. Relay Testing Report
4. Event Analysis Report
5. Protection Coordination Report
6. Relay Settings Report
7. Maintenance Report
8. System Performance Report
9. Relay Calibration Report
10. Incident Investigation Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Protective Relay Technician does and how they do it.

1. Relay Testing SOP
2. Relay Calibration SOP
3. Relay Commissioning SOP
4. Relay Maintenance SOP
5. Fault Analysis SOP
6. Protection Scheme Testing SOP
7. Relay Replacement SOP
8. Relay Troubleshooting SOP
9. Relay Configuration SOP
10. Relay Data Management SOP


Protective Relay Technician presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Equipment Performance Report
2. Fault Analysis and Troubleshooting Presentation
3. Relay Testing and Calibration Summary
4. System Protection Overview
5. Training and Development Progress Update

Legal Docs

There are several key times when a Protective Relay Technician needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Equipment Maintenance Checklist
2. Incident Report Form
3. Work Order Template
4. Safety Inspection Checklist
5. Test Report Template

Health & Safety Templates

Health & Safety templates for a Protective Relay Technician ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Job Hazard Analysis Template
2. Safety Inspection Checklist Template
3. Incident Report Template
4. Safety Meeting Agenda Template
5. Personal Protective Equipment (PPE) Assessment Template


Setting up Protective Relay Technician calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Maintenance Calendar
3. Training Calendar
4. Project Calendar
5. Equipment Calibration Calendar

Invoice Templates

Several types of Protective Relay Technician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Maintenance Invoice
2. Equipment Repair Invoice
3. Testing and Calibration Invoice
4. Emergency Service Invoice
5. Installation and Commissioning Invoice

Survey Templates

For a Protective Relay Technician to get insights related to the work they do, they need to send out Protective Relay Technician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Equipment Performance Survey
3. Training Needs Assessment Survey
4. Safety Compliance Survey
5. Process Improvement Survey

Meeting Agendas

Having premade Protective Relay Technician meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Project Status Update Meeting
3. Training and Development Meeting
4. Equipment Maintenance Meeting
5. Safety Review Meeting

Budget Templates

To manage finances well, a Protective Relay Technician would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Budget Template
3. Savings Budget Template
4. Debt Repayment Budget Template
5. Project Budget Template


Dashboards are a useful way for a Protective Relay Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Equipment Status Dashboard
2. Fault Analysis Dashboard
3. Relay Performance Dashboard
4. Event Log Dashboard
5. Maintenance Schedule Dashboard

Proposal Templates

For bidding or requesting work, a Protective Relay Technician needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Maintenance Proposal
2. Equipment Upgrade Proposal
3. Testing and Calibration Proposal
4. Troubleshooting and Repair Proposal
5. Training and Development Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Protective Relay Technician templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.