PDF TEMPLATE

Legionella Risk Assessment Template

A free & professional template you can fill on any device

Complete an easy Legionella risk assessment to hand to clients or keep as a record with our PDF template

Sample image of the legionella risk assessment template

Legionella risk assessments can be undertaken by any competent person. A template like this is ideal for anyone that wants evidence of a professional test to keep as a record. 

Plumbing and other trades businesses that offer Legionella risk assessments can use this digital template to issue certificates to clients at no extra cost. 

Our Legionella risk assessment template is:

Fillable on all devices (including smartphones)
Professionally designed
Completely free to use (and reuse)
Compliant with industry standards

Gas Engineer Software users have access to many more templates and an app to organise all the work from quote to invoice. Learn more.

Sample image of the legionella risk assessment template

    Download Your Free Legionella Risk Assessment Template

    Using this Legionella risk assessment template

    Whether you’re looking for a professional certificate to issue to clients or are doing your first Legionella risk assessment, this template will make the process thorough, quick, and easy.

     

    Step #1: Download the PDF, and save it somewhere safe on your computer. Keep a master copy of the certificate so you can easily access the template whenever you need it.

    Step #2: Open the template in a PDF reader. Most phones and devices come with a default reader that will let you add text in the fields.

    Step #3: Add all basic details including names, dates, and contact information, as well as the tenant, property, and system. There is also a summary sheet for risks and required actions, as well as further comment boxes.

    Step #4: When finished, be sure to add signatures and dates before exporting the file so it can no longer be edited.

    Step #5: Send it off to your customer / staff or keep a copy in your records.

    How to use the certificate

    What is a Legionella risk assessment?

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    Legionnaires’ disease is extremely dangerous and can be a serious problem for properties with improper or poorly kept water systems. 

    Legionella risk assessments are carried out by competent people – which can be homeowners, landlords, or property managers, but are more often professionals and plumbers with experience. It’s designed to provide an easy overview of the safety of the property from this perspective. 

    In doing so, a Legionella risk assessment will determine whether the property is safe, has potential risks, and whether it needs remedial work done. 

    Our template can be used as evidence that this test has been carried out, and to easily communicate to all parties involved what the next steps might be. 

    What is a Legionella risk assessment?

    Legionnaires’ disease is extremely dangerous and can be a serious problem for properties with improper or poorly kept water systems. 

    Legionella risk assessments are carried out by competent people – which can be homeowners, landlords, or property managers, but are more often professionals and plumbers with experience. It’s designed to provide an easy overview of the safety of the property from this perspective. 

    In doing so, a Legionella risk assessment will determine whether the property is safe, has potential risks, and whether it needs remedial work done. 

    Our template can be used as evidence that this test has been carried out, and to easily communicate to all parties involved what the next steps might be. 

    Why should you use a PDF template for your Legionella risk assessments?

    The primary reason for using a Legionella risk assessment template is to ensure there is a clear paper trail and evidence that a thorough risk assessment has taken place. 

    However, for plumbers and water specialists that complete these assessments for customers, a PDF template like ours offers a few additional benefits:

     It’s professional:

    Our template has been professionally designed by software experts and includes all the necessary fields for a thorough Legionella risk assessment. A certificate like this offers your client peace of mind, provides evidence in case your business is accused of not carrying out a proper test, and streamlines the whole process.


     It’s much neater and organised:

    Compared to using a printed and handwritten certificate pad, everything is clear to read, there will be no errors you can’t correct nor rips and tears, and you can’t lose them. Organisation, too, is made easy when you can simply file it away on cloud storage as soon as you finish the assessment.

    Quickly share and send the certificate:

    Legionella risk assessments often need to be sent to tenants, landlords, office staff – sometimes more. Having a digital template makes this easy as you simply need to add extra recipients to your email.

    What should a Legionella risk assessment certificate include?

    While there is no official Legionella risk assessment template, the Health and Safety Executive (HSE) have made a few specifications. 

    Primarily, they require the assessment to consider the safety of each water outlet individually as well as how the whole system is linked together. 

    On our template, you’ll find fillable fields for:

    • The Property In General
    • Main Kitchen / Drinking Water
    • Main Bathroom
    • Calorifiers, Water Heaters and Boilers
    • Cold Water Storage Tanks
    • Exposure Risks

    Filling out each of these fields will help ensure the property is safe (either presently or after remedial work has been completed).

    Manage your job properly and see every detail

    What should a Legionella risk assessment certificate include?

    While there is no official Legionella risk assessment template, the Health and Safety Executive (HSE) have made a few specifications. 

    Primarily, they require the assessment to consider the safety of each water outlet individually as well as how the whole system is linked together. 

    On our template, you’ll find fillable fields for:

    • The Property In General
    • Main Kitchen / Drinking Water
    • Main Bathroom
    • Calorifiers, Water Heaters and Boilers
    • Cold Water Storage Tanks
    • Exposure Risks

    Filling out each of these fields will help ensure the property is safe (either presently or after remedial work has been completed).

    Other certificates from Gas Engineer Software

    Signing up for Gas Engineer Software will allow you to create all the certificates your heating business might need – gas, oil, and more.

    If you’d like more free certificate templates, you may find these useful:

    Take it to the next level with Gas Engineer Software

    For heating & plumbing businesses that offer Legionella risk assessments as a service, Gas Engineer Software is ideal. 

    Our software is designed to be an all-in-one solution anyone can use. We offer a simple and sleek way to create digital certificates (everything from CP12s to Legionella risk assessments included), issue quotes and invoices, manage customer details, and much more. 

    Going paperless will help you save hours each week, stress less about paperwork, and make your life easy. 

    Watch our free demo to see what Gas Engineer Software is all about or jump straight into a free trial.

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