Legionella control and precautions record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Maintained and academy schools in England where the school is an employer, controls premises, or has health and safety responsibilities for others.
- Jurisdiction
- england
Blank fields · read-only preview
Scope and applicability
Use this record where the school is an employer, controls premises, or has health and safety responsibilities for others. Record the precautions taken, monitoring and management activity, findings, responsible persons and corrective actions relevant to the school's water systems.
Which condition or conditions make this record applicable?
RequiredSelect all that apply. If none apply or applicability is uncertain, do not complete the operational record until the school's position has been considered.
Choose up to 3
- The school is an employer
- The school controls premises
- The school has health and safety responsibilities for others
- Applicability is uncertain
I have considered whether this record is applicable to the school
RequiredComplete this confirmation before entering the record details.
- Tick when complete
Record details
School name
RequiredEnter the name of the maintained or academy school.
School name
Site or building covered by this record
RequiredIdentify the site, building or buildings to which the record relates.
Site or building
Record period start date
RequiredEnter the first date covered by this record.
- Day
- Month
- Year
Record period end date
Enter the final date covered by this record, if the record period has ended.
- Day
- Month
- Year
Purpose of this entry
RequiredBriefly describe the precaution, monitoring, management activity, finding or corrective action being recorded.
Describe the purpose of this entry
Type of activity recorded
RequiredSelect all activity types covered by this entry.
Choose all that apply
- Precaution taken
- Monitoring activity
- Management activity
- Finding or observation
- Corrective action
- Review of arrangements or records
- Other
If other, please specify
Water system, equipment or area concerned
RequiredIdentify the relevant water system, equipment, outlet, plant room or area.
System, equipment or area
Date of activity or observation
RequiredEnter the date on which the activity or observation took place.
- Day
- Month
- Year
Person responsible for this entry
RequiredEnter the name of the person responsible for carrying out or recording the activity.
Name and role
Organisation or contractor involved
If another organisation or contractor carried out or supported the activity, enter its name. Leave blank if not applicable.
Organisation or contractor
Precautions taken
RequiredDescribe the precautions taken to control legionella risk for this entry.
Describe precautions taken
Monitoring method or source of information
Describe how the information was obtained, such as an inspection, observation, test, review or contractor report.
Monitoring method or source
Measured reading, if applicable
Enter a numerical reading only where one was taken. Record the unit and context in the findings field.
Number
Findings and observations
RequiredRecord the relevant findings, observations, results or issues identified.
Findings and observations
Is corrective action required?
RequiredSelect the option that reflects the finding recorded above.
Choose one
- Yes
- No
- To be confirmed
Corrective action or follow-up required
RequiredIf corrective action is required or is to be confirmed, describe what needs to happen. If no action is required, enter 'None identified'.
Describe corrective action or follow-up
Person responsible for corrective action
Enter the person responsible for completing or coordinating the action, where applicable.
Name and role
Target completion date for corrective action
Complete this field where a corrective action has been identified.
- Day
- Month
- Year
Corrective action completion status
RequiredSelect the current status. Use 'Not applicable' where no corrective action was identified.
Choose one
- Not applicable
- Not started
- In progress
- Completed
- Unable to complete
Actual completion date
Complete this field if the corrective action has been completed.
- Day
- Month
- Year
Additional notes
Add any other information needed to understand or follow up this record.
Additional notes
This entry has been reviewed by the person responsible for managing the relevant precautions
RequiredCheck this box only after the entry has been reviewed.
- Tick when complete
Reviewer name and role
RequiredEnter the name and role of the person who reviewed this entry.
Name and role
Review date
RequiredEnter the date on which this entry was reviewed.
- Day
- Month
- Year