Take over a Legionella control programme as an FM team

Prerequisites

Have these in place before treating the sequence as actionable.

Decision steps

Work through the questions in order. Follow current site instructions and competent advice where they set a different or more specific route.

1. 1

   Confirm accountability before activity

   Ask: Who can authorise access, remediation, shutdown and specialist work?

   Escalate missing authority; an FM task list cannot repair an unclear dutyholder arrangement.

   Review the role boundaries ›
2. 2

   Reconcile the system baseline

   Ask: Do the assessment, schematic and asset register match what is installed and occupied now?

   Record discrepancies, additions, decommissioned assets and access limitations without silently rewriting the assessment.

   Open the asset register ›
3. 3

   Test evidence against the written scheme

   Ask: Can each control task be traced to a location, method, limit, frequency, owner and escalation action?

   Treat missing or unexplained records as a question for competent review, not automatic proof that the control failed.

   Use the evidence checklist ›
4. 4

   Triage live failures and overdue actions

   Ask: Is there an adverse result, failed control, vulnerable population or unresolved high-risk defect?

   Separate immediate escalation from planned data-cleaning and record migration.

   Use the control-failure path ›
5. 5

   Approve a time-bound takeover plan

   Ask: What must happen now, in the first month and after competent review?

   Name owners, dependencies and evidence of closure; do not backfill records for work that was not evidenced.

   Build the action plan ›