Monitoring & inspection planner
A planner for scheduling recurring monitoring and inspection tasks, with frequencies, owners and next-due dates so nothing slips.
Print-ready PDF with the columns laid out, or the CSV to fill in on a computer.
| 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)