CERTIFICATES & RECORDS

Free Legionella Risk Assessment Template

100% Free, Detailed & Professional

Download and complete an easy Legionella risk assessment online with our fillable PDF template.
Sample image of the legionella risk assessment template

Use our sample Legionella risk assessment template to create a detailed report and assess the risk of Legionnaires’ disease.

All common risk locations are included to make the process thorough, clear, and straightforward.

The template & digital certificate is: 

 Easily filled directly on the web or in the PDF
 A solution to endless paperwork
 Completely free to use (and reuse)
 Professionally designed

FieldRocket users can create a huge range of software-integrated digital certificates and records for all trades industries.

Sample image of the legionella risk assessment template

    Download Your Free Template

    What is a Legionella risk assessment?

    Create custom forms for your team

    A Legionella risk assessment is a process designed to help businesses, landlords, and homeowners evaluate and find risk factors for Legionnaires’ disease. 

    If any risks are found, fixes and/or regulations can be swiftly implemented to ensure a safe environment that eliminates the risk of Legionella.

    What is a Legionella risk assessment?

    A Legionella risk assessment is a process designed to help businesses, landlords, and homeowners evaluate and find risk factors for Legionnaires’ disease. 

    If any risks are found, fixes and/or regulations can be swiftly implemented to ensure a safe environment that eliminates the risk of Legionella.

    What should a Legionella risk assessment certificate include?

    According to the Health and Safety Executive (HSE), the property should be considered as a whole system and as individual units. In other words, Legionella risk assessments need to assess the safety of each water outlet individually, but also how the whole system is linked together. 

    A risk assessment should therefore identify and evaluate potential sources of risk and provide necessary preventative and/or controlling measures to stop the spread of Legionella. 

    To provide evidence of a easy, thorough, and complete risk assessment, FieldRocket’s Legionella certificate includes fillable fields for: 

    Main Kitchen / Drinking Water
    Main Bathroom
    Calorifiers, Water Heaters and Boilers
    Cold Water Storage Tanks
    Exposure Risks

    Our Legionella report also includes a list of advice to further mitigate the chance of the bacteria growing in the water systems, as well as areas to include pictures, recommended actions, comments, and risks.

    Beyond this, it is the responsibility to properly manage, prevent, and rectify any sources of risk in accordance with regulations set out by the HSE

    Why use a Legionella risk assessment template?

    The HSE states that any competent person can carry out a Legionella risk assessment, but the exact definition of “competent” isn’t so clear. For this reason, many landlords and property managers opt for a water safety specialist or plumber to carry out the risk assessment and for an expert opinion. 

    A Legionella risk assessment template like this allows water safety specialists and other employed professionals to easily create a detailed and professional report they can hand off to customers. Everything is included to make sure the assessment is thorough, well-recorded, and comprehensive.

    And, as an online-fillable PDF, there’s no need to keep printing blank copies off or use a paper pad of templates. Simply fill out the form on your device before emailing or printing it.

    Manage your job properly and see every detail

    Why use a Legionella risk assessment template?

    The HSE states that any competent person can carry out a Legionella risk assessment, but the exact definition of “competent” isn’t so clear. For this reason, many landlords and property managers opt for a water safety specialist or plumber to carry out the risk assessment and for an expert opinion. 

    A Legionella risk assessment template like this allows water safety specialists and other employed professionals to easily create a detailed and professional report they can hand off to customers. Everything is included to make sure the assessment is thorough, well-recorded, and comprehensive.

    And, as an online-fillable PDF, there’s no need to keep printing blank copies off or use a paper pad of templates. Simply fill out the form on your device before emailing or printing it.

    Other certificates from FieldRocket

    We have certificates and records for every trades industry – from plumbing to gas engineering, electrical, construction, and everything in between. 

    For a full list of our records and certificates, click below.

    Save time and go paperless with FieldRocket

    FieldRocket is job management software designed to help tradespeople save time and make more money. From Legionella risk assessments to all sorts of other trades work, we offer a sleek and intuitive platform for gas engineers, plumbers, HVAC specialists, electricians, and more to run their business efficiently.

    Records and certificates are available for every industry, as well as quotes, invoices, scheduling, automated reminders, and a whole range of other useful features. 

    Without all the paperwork, you’re free to spend your time where it counts.

    Learn more about FieldRocket today or start a free trial.

    Frequently Asked Questions

    Who can carry out a Legionella risk assessment?

    The HSE states that any competent landlord, employer, or property manager can carry out the risk assessment themselves. However, many choose to hire consultants or contractors to carry out the risk assessment on their behalf. Usually, these professionals will provide a Legionella Report or Certificate.

    Is a Legionella risk assessment necessary in the UK?

    Yes. UK Health and Safety law dictates that all employers, property managers, and landlords have a legal requirement to undertake a Legionella risk assessment.

    How often do Legionella risk assessments need to be done?

    Most households and properties with relatively simple and frequently used water systems will not be at high risk of Legionella. Once a risk assessment has been completed, we recommend periodically checking it if usage levels have changed or if water systems have been modified. 

    Aside from this, the HSE recommends keeping records for at least 2 years or throughout the period they remain current

    Are Legionella reports or certificates necessary?

    Landlords, while they have a legal responsibility to undertake a Legionella risk assessment, do not need to keep records – although it is good practice to do so. 

    However, businesses with five or more employees need to keep a record of the risk assessment. For this, a Legionella report or certificate is incredibly useful.

    Where does Legionnaires' disease grow?

    Legionella bacteria can grow in any water system. There are certain conditions which make it much more likely, however, including: 

    • Water temperatures between 20 – 45 °C
    • Outlets that create water spray (breathable droplets)
    • Systems that store or recirculate water
    • Systems that contain a source of nutrients for the bacteria to grow. 

    For more detail on risks in the workplace, refer to the HSE website.

    UK Map

    We already make the #1 Software for the UK Plumbing and Heating Industry

    The number #1 software for the UK heating & plumbing industry for over 10 years. Easily manage your customers, engineers & jobs. Grow your business with less paperwork, less hassle and less work.