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Legionella training and competency record

A training matrix logging who has received what legionella training, at which level, when, and when refresher training is due, the evidence of competence that ACoP L8 expects.

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Illustrative preview for Legionella training and competency record
NameJob roleTraining / courseLevelProviderDate completedRefresher dueCertificate ref
J. SmithFacilities ManagerResponsible Person (legionella)Responsible PersonExample training provider2025-03-122028-03-12RP-2025-014
B. JonesCaretakerLegionella awarenessAwarenessIn-house2026-02-042027-02-04AW-2026-008
        
        
        
        
        
        

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 everyone with a legionella duty and the training appropriate to their role, from general awareness through to Responsible Person level.
  • Record the provider, completion date and certificate reference so competence can be evidenced to an inspector or auditor.
  • Set a refresher date for each entry: intervals should follow your own policy and current guidance rather than a fixed assumed period.
  • Review the matrix when staff join, change role or leave, and arrange training before refreshers fall overdue.

Background: Legionella training levels and certification explained: Awareness, Responsible Person and AE(W)