Legionella precautions monitoring checklist
- Version
- v1
- Updated
- 1 October 2026
- Who this checklist is for
- Primary and secondary schools in England, including maintained and academy schools, where the school is an employer, controls premises, or has health and safety responsibilities for others. Not intended for independent schools.
- Jurisdiction
- england
13 checklist steps
Blank response areas · preview only
Confirm applicability
Use this checklist where the school is an employer, controls premises, or has health and safety responsibilities for others.
Choose one
- Applicable
- Not applicable
- Applicability requires confirmation
Identify the control scheme
Response required
Identify the current documented legionella control scheme and use it as the basis for the monitoring review.
Reference, location or version of the control scheme
Identify the responsible manager
Response required
Record the person responsible for managing the legionella precautions and coordinating follow-up.
Name or role
Record the monitoring period
Response required
Record the date or period covered by this review.
Date or monitoring period
Review implemented precautions
Review the precautions identified in the control scheme and record whether the expected precautions were implemented during the monitoring period.
Choose one
- Implemented as described in the control scheme
- Partially implemented
- Not implemented
- Unable to confirm
Review monitoring records
Review the available records for monitoring activities required by the control scheme and record their status.
Choose one
- Records available and reviewed
- Records incomplete
- Records unavailable
- Not identified as required by the control scheme
Record monitoring findings
Response required
Record the findings from the monitoring review, including the precaution or water-system area reviewed and any relevant supporting evidence.
Findings and evidence reference
Record adverse results
Record whether monitoring identified an adverse result, deviation, missing precaution, or other condition requiring attention.
Choose one
- None identified
- Adverse result identified
- Unable to determine
Describe adverse results
Response required
Where an adverse result was identified, describe it and record the affected precaution, location, date, and supporting evidence. If none was identified, record that no adverse result was identified.
Description or confirmation that none was identified
Record corrective action
Response required
For each adverse result or unresolved finding, record the corrective action required, the person or role responsible, and the target date or review point set by the school.
Action, responsible person or role, and target date or review point
Review corrective-action status
Review the recorded corrective actions and update their status using the available evidence.
Choose one
- No corrective action required
- Open
- In progress
- Completed and evidenced
- Overdue or unresolved
- Unable to confirm
Record management oversight
Response required
Record the management review of the monitoring findings, adverse results, corrective actions, and any escalation or follow-up required.
Reviewer, date, decision, escalation, or follow-up
File monitoring records
File this checklist and its supporting evidence with the school’s legionella precaution records in the designated record location.