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Legionella roles and appointments record

A record of who holds each legionella management role: duty holder, Responsible Person and deputies: with the date appointed, their responsibilities and the evidence of competence, as expected under ACoP L8.

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Illustrative preview for Legionella roles and appointments record
RoleName / organisationAppointment dateKey responsibilitiesCompetency evidenceDeputy / coverReview date
Duty holderExample Ltd (employer)2026-01-15Overall legal duty under HSWA/COSHH; resourcing of controlsBoard minute ref BM-12Operations Director2027-01-15
Responsible PersonJ. Smith (Facilities)2026-01-20Day-to-day delivery of the written scheme; record reviewRP course cert 2025; refresher due 2028A. Patel (deputy RP)2027-01-20
       
       
       
       
       
       

Sample rows are illustrative. Download the PDF for a clean print-ready form, or the CSV to fill in digitally.

How to use it

  • Name the person or organisation appointed to each legionella role: duty holder, Responsible Person and any deputies, so accountability is clear and in writing.
  • Summarise each person's responsibilities and record where their competence is evidenced (training, experience, appointment letter or board minute).
  • Always name a deputy or cover arrangement so control is maintained during absence, as recommended in ACoP L8.
  • Review and re-sign the record when people change role or leave, and keep it with your logbook.

Background: Duty Holder and Responsible Person roles in Legionella management