Monitoring & inspection planner
A planner for scheduling recurring monitoring and inspection tasks, with frequencies, owners and next-due dates so nothing slips.
This PDF is not tagged for assistive technology. Use the accessible HTML worksheet below to complete it online, or use the structured CSV.
Fill in online
Complete this worksheet online
- Copy tasks only from the current written scheme and record conditional applicability.
- Do not use the sample timing as a generic schedule; assign a real owner and escalation route for missed or abnormal work.
No values are sent to Legionella.io or stored by this page. They remain in this browser tab unless you deliberately export or print them.
Enter the task, or leave it blank if not known.
Enter the system / asset, or leave it blank if not known.
Enter the frequency, or leave it blank if not known.
Enter the responsible person, or leave it blank if not known.
Enter the last completed, or leave it blank if not known.
Enter the next due, or leave it blank if not known.
Enter the status, or leave it blank if not known.
Keep it short and avoid personal data.
| Task | System / asset | Frequency | Responsible person | Last completed | Next due | Status | Notes |
|---|---|---|---|---|---|---|---|
| Sentinel outlet temperature checks | Hot & cold water system | Monthly | Responsible Person | 2026-05-12 | 2026-06-12 | Complete | All within target |
| Cold water storage tank inspection | CWST (loft) | Annual | Competent contractor | 2025-09-03 | 2026-09-03 | Scheduled | Check lid, screens and condition |
Sample rows are illustrative. Download the PDF for a clean print-ready form, or the CSV to fill in digitally.
How to use it
- List the recurring monitoring and inspection tasks for your site and their required frequency (weekly through to annual).
- Assign each task to a named responsible person or competent contractor.
- Track last-completed and next-due dates so nothing is missed, updating the status as work is done.
- Use alongside your asset register and written scheme of control.
Background: Legionella monitoring schedule and planner template (weekly to annual tasks)
"Monitoring & inspection planner (free template)." Legionella.io. https://legionella.io/templates/monitoring-inspection-planner/
Free to reuse under CC BY 4.0: quote, adapt or republish with attribution and a link back to the original.