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.
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.
How to use this Legionella risk assessment template
This template acts as a guideline or checklist for those carrying out Legionella risk assessments. For tradespeople offering the service to clients, it doubles up as a professional certificate. Here’s how to use it:
Step #1: Download the PDF, and save it somewhere safe on your computer. For each new customer, we recommend making a copy of this file first.
Step #2: With the template copy, open it in a PDF reader such as Adobe Acrobat, Adobe Reader, Apple Preview, or equivalent on your phone.
Step #3: Fill out all the basic details including names, dates, and contact information.
Step #4: Next, note down some simple details about the tenant, property, and system.
Step #5: The summary sheet is the primary portion of the template, and includes fields to note down risks, required actions, and any other comments.
Step #6: On page 2, there are comment boxes to write down a more detailed description of any risks found, summary of the actions taken, and any actions that need to be taken after the assessment.
Step #7: Export the file and save it with an appropriate name, for easy organisation. This is an important step, as it will “bake” information in so it can’t be edited.
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, detailed action requirements and comments should be noted down, as well as the location within the property. This will ensure that any fixes and/or regulations can be swiftly implemented to ensure a safe environment that eliminates the risk of Legionella growing and spreading.
The team at FieldRocket have put together a simple template to help with this process. Not only does it ensure all aspects of the assessment are carried out thoroughly, but it serves as evidence to hand off to customers and stakeholders that the test has been done adequately.
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, detailed action requirements and comments should be noted down, as well as the location within the property. This will ensure that any fixes and/or regulations can be swiftly implemented to ensure a safe environment that eliminates the risk of Legionella growing and spreading.
The team at FieldRocket have put together a simple template to help with this process. Not only does it ensure all aspects of the assessment are carried out thoroughly, but it serves as evidence to hand off to customers and stakeholders that the test has been done adequately.
What should a Legionella risk assessment certificate include?
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.
3 Benefits of using this Legionella risk assessment template
If you are a plumber or water specialist who completes Legionella risk assessments for their customers, a template like this has several benefits:
There is no industry regulation around what should be on a Legionella risk assessment report. In fact, the main purpose of having one is for record-keeping and providing evidence that a thorough assessment has taken place. If you are charging for a service, providing your customers with a clean, well-designed, and thorough report will make you look extremely professional.
Rather than printing off a bunch of reports and filling them out by hand, this online template can be filled out on your phone and sent directly to your customers. That means quicker service and neater reports that never go missing.
If you want to send the report to the tenant, landlord, and your office staff, you’ll need several copies (or carbon paper). Sharing a digital file takes seconds and avoids all the hassle.
Why do a professional Legionella risk assessment?
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.
Why do a professional Legionella risk assessment?
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 free templates
We have many other free templates ready to download & use. Here are a few that may be relevant to you:
- Job Sheet
- Combined Pressure Test Record
- Domestic Unvented Hot Water Storage Vessel Commissioning / Inspection Record
- Water Pipework Commissioning Record
- CP12 Gas Safety Record
- CD12 Landlord’s Oil Installation Check
Find our full list of free templates here.
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Save time and eliminate stress creating, issuing, and filing certificates through easy-to-use software. FieldRocket also connects your record history with a database of all your customer details, job histories, and an organised scheduling system.
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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.
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.
