Inspect condition and arrange work
- Note problems with storage tanks, covers, insulation, pipes, water heaters and taps or other outlets.
- Say exactly where each problem is and what should happen next.
- Agree which parts will be cleaned or disinfected, including any work further through the system.
- Plan water interruptions, who they affect and the checks needed before use resumes.
- Keep proof of repair and checking with the original defect record.
Use sampling for a defined purpose
- State why sampling is proposed and what its result should establish.
- Agree where and how samples will be taken, the laboratory requirements and who gets the findings.
- Assign responsibility for adverse results before sampling.
- Read the findings alongside your water-system information and existing control records.
The need to sample varies, as HSE explains in its testing guidance. A water test cannot take the place of maintaining the system or carrying out the controls identified for it.
Review exceptions and handover
Give missed checks, unexpected results and unfinished repairs a person responsible and a next step. Use the monthly summary to explain repeated issues and resulting changes. When handing over the property, include the assessment, diagram, schedule, latest results and outstanding work together.
Frequently asked questions
Does completing this checklist prove compliance?
Filling it in helps organise tasks. Proper management relies on an assessment of the actual installation, appropriate controls and records showing that the work is effective.
Should every property use identical checks?
No. The building's use, water arrangement and risk assessment determine its tasks. You can use the same form across properties while keeping the work specific to each.
What is the most useful way to track a defect?
State where the defect is, what was found, its priority, who will act and what evidence will show it is resolved. Leave it outstanding until the required repair and checks are done.
Related help
Find Legionella assessment services and water hygiene work. Read when to check water temperatures or browse the property guidance.
