Legionella
Legionella surveys ensure that potential sources of Legionella in water systems are assessed and monitored.
The Legionella Survey allows you to add a new record or edit an existing one.
To add or edit a Legionella Survey:
Navigate to Health and Safety > Legionella > New Legionella Survey.
Alternatively, search for and open an existing Legionella survey record, and double-click an existing record to open it.
The Legionella Survey Editor screen is displayed.

Enter or edit the relevant details.
The fields on the Legionella Survey Editor tab are described in the following table:
Role… | Allows users to... |
---|---|
Title | The title of the survey. This field is mandatory. The survey title must be unique. |
Type | The type of inspection.
These can be defined in Survey Type Reference Data (accessed by navigating to Health and Safety > Legionella > Legionella). |
Surveyor | The surveyor assigned to the task. This field is mandatory. |
Locations | The location associated with the survey. Enabled when the record is saved. |
Comments | Comments about the survey.
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These can be defined in Standard Survey Text Reference Data (accessed by navigating to Health and Safety > Legionella > Legionella). |
Forecast Survey Date | The predicted date that the survey will commence. |
Actual Survey Date | The date that the survey was performed. |
Survey From Date | The date that the survey started. |
Survey To Date | The date that the survey was completed. |
Click Save.
The Survey Locations tab is displayed when a new survey is added.

When you create a new Legionella Survey, the following buttons are added to the Tasks panel:
New reading
New sample
New assessment
New Legionella survey
Other Tasks/Associated Items:
To manage survey locations:
Click the Manage Survey Locations link on the Legionella Survey Editor.

The Survey Locations screen is displayed.

Do one of the following:
Click the New button to add a location.

Select a record and then click the Delete button to remove the location.

Double-click a record to display the Survey location window, where you can specify the survey status and record any comments.

After clicking OK, any locations marked as 'Surveyed' will have a black check box selected, and any marked as 'Unable to survey' will have a blank check box in the Surveyed column.

If a location has child items, a window is displayed asking if you want the survey status to cascade to those child items.

You can add details of a reading to a Legionella Survey after it has been added.
To add a reading to a Legionella Survey:
Click the New Reading button in the Tasks panel of a Legionella Survey record.

Alternatively, click the Readings Taken option in the Associated Items panel.
The Reading screen is displayed.

Enter or edit the relevant details.
The fields on the Reading screen are described in the following table:
Role… | Allows users to... |
---|---|
Asset | The asset surveyed for Legionella. This field is mandatory. ![]() Only Assets marked as a Water Source are available for selection. The assets listed are determined by the location selected in the Legionella Survey. |
Reading Date | The date of the reading. |
Reading Details | The reading details.
|
Click Save.
You can add details of a sample to a Legionella Survey after it has been added.
To add or edit a Legionella Survey sample:
Click the New sample button in the Tasks panel of a Legionella Survey record or search for and open the relevant Legionella Survey.

Alternatively, click the Assets inspected option in the Associated Items panel to view the Assessed Assets tab.
The Sample tab is displayed.

Enter or edit the relevant details.
The fields on the Sample tab are described in the following table:
Role… | Allows users to... |
---|---|
Asset | The asset surveyed for Legionella. This field is mandatory. ![]() Only Assets marked as a Water Source are available for selection. The assets listed are determined by the location selected in the Legionella Survey. |
Sample No. | The sample number. This field is mandatory. |
Sample By | The individual recording the sample. |
Method | The method used to record the sample. This field is mandatory. |
Location | The location of the sample. This field is mandatory. |
Sample Date | The date the sample was recorded. |
Analysis No. | The analysis number. |
Analysis By | The individual analysing the sample. |
Result | The result of the analysis. |
Comments | Comments about the sample analysis. |
Approved By | The individual approving the sample analysis. |
Received Date | The date the sample was received for analysis. |
Analysed Date | The date the sample was analysed. |
Click Save.
You can add details of an assessment to a Legionella Survey after it has been added.
To add or edit an assessment:
Click the New Assessment button in the Tasks panel of a Legionella Survey record.

The Assessment screen is displayed.

Enter or edit the relevant details.
The fields on the Assessment screen are described in the following table:
Role… | Allows users to... |
---|---|
Assessor | The individual performing the assessment. |
Location | The location of the sample. This field is mandatory.
![]() Use the level selector to select the relevant room, floor, zone, building, site or business unit. |
Location Description | The description of the assessment location. |
Asset | The asset surveyed for Legionella. This field is mandatory. ![]() Only Assets marked as a Water Source are available for selection. The assets listed are determined by the location selected in the Legionella Survey. |
Assessment Date | The date of the assessment. |
Re-inspection | The date of the re-assessment. |
Inspection Headers | The inspection header.
|
Click Save.
The relevant assessment is displayed.

Click the chevron button to display the relevant questions.
The questions are displayed.

Enter the relevant details.
The fields for each question on the Assessment screen are described in the following table:
Role… | Allows users to... |
---|---|
Question | The relevant question. |
Score | The question score.
|
Documents | The relevant documentation. Enabled when a score is selected. ![]() |
Annotations\Actions | The relevant annotations and/or actions. Enabled when a score is selected. ![]() |
Click Save.
Refer to Legionella Reference Data for further information.
Refer to Using Attribute Manager for further information.
Related Topics
Click the links below to navigate to the following related topics: