Legionella precautions monitoring checklist
- Version
- v2
- Updated
- 7 October 2026
- Who this checklist is for
- School dutyholders, premises controllers, health and safety leads, appointed legionella managers, and others responsible for monitoring water-system precautions in maintained and academy schools where the stated applicability conditions apply.
- Jurisdiction
- england
10 checklist steps
Blank response areas · preview only
Confirm applicability
Use this checklist only where the school is an employer, controls premises, or has health and safety responsibilities for others.
Identify the responsible person
Confirm that a manager or other responsible person has been identified for legionella precautions and monitoring.
- Yes
- No
- Not applicable
Notes
Review the control scheme
Review the current legionella control scheme and use it as the basis for monitoring the precautions implemented for the school's water systems.
Check implemented precautions
Check the precautions identified in the control scheme and record whether each relevant precaution is being implemented.
- Yes
- No
- Not applicable
Notes
Record monitoring findings
Response required
Record the date, area or system checked, person carrying out the check, and the findings from monitoring.
Enter monitoring date, area or system, checker, and findings.
Record adverse results
Record any adverse result, missed precaution, defect, or other condition identified during monitoring.
Describe the adverse result or condition, including where and when it was identified.
Document corrective action
For each adverse result, record the corrective action required or taken, the person responsible, and the planned or actual completion date.
Enter the corrective action, responsible person, and planned or actual completion date.
Review corrective actions
Review open corrective actions and record whether follow-up is required.
Choose one
- No open corrective actions identified
- Follow-up required
- Escalation to management required
Maintain monitoring records
Ensure records of precautions, monitoring findings, adverse results, and corrective actions are retained with the relevant legionella control information.
- Yes
- No
- Not applicable
Notes
Record management oversight
Response required
Record the management review of monitoring findings, adverse results, and corrective actions, including any decisions or further actions.
Enter reviewer, review date, decisions, and further actions.