What is the difference between legionella monitoring and a risk assessment?
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Key points
- The risk assessment identifies the risks and sets the controls; monitoring verifies the controls are working, on a schedule.
- Assessment is periodic, reviewed roughly every two years and on change; monitoring is routine: weekly flushing, monthly temperatures, periodic inspections.
- Monitoring without an assessment is checking blind; an assessment without monitoring is a document in a drawer.
- Every monitoring check must be recorded: the log book is the evidence, and records are kept for at least five years.
- Most routine monitoring can be done in-house by a competent person; specialist tasks are commissioned.
A legionella risk assessment tells you what could go wrong in your water system and what controls it needs. Monitoring is the routine checking that those controls are actually working: the temperature readings, the weekly flushing, the tank and calorifier inspections, each carried out at a set frequency and written down. The assessment is the diagnosis and prescription; monitoring is taking the medicine and keeping the chart.
The two are constantly confused because both involve "checking legionella". They differ in purpose, frequency, and output, and confusing them leads to two characteristic failures, which this page names. The mechanics of each are covered in legionella risk assessment and the legionella monitoring schedule; here they are side by side.
The two compared
| Risk assessment | Monitoring | |
|---|---|---|
| Purpose | Identify and evaluate the risks; decide what controls are needed | Verify the controls are working and catch drift early |
| Frequency | Reviewed about every two years, and sooner on change of system, use, or occupants, or after a failure | Weekly, monthly, and periodic tasks set by the written scheme of control |
| Who does it | The duty holder or a competent assessor, sometimes a professional | Usually the responsible person, caretaker, or site staff; specialist tasks commissioned |
| Output | A written assessment: findings, risk ratings, recommended controls | Dated records: temperatures, flushes, inspections, actions taken |
| Where it lives | The assessment document, revised on review | The log book, added to continuously, kept at least five years |
How the loop is meant to run
The compliance cycle is a loop, and the two activities are opposite sides of it. The assessment walks the system, finds the dead legs, the little-used outlets, the tank with the ill-fitting lid, and the tepid blended water, and sets a control for each. The written scheme of control turns those controls into scheduled tasks with named owners and frequencies. Monitoring then executes the scheme: run the outlets on the flushing list weekly, read the sentinel temperatures monthly, inspect the calorifier and the tank on their cycle. The records accumulate. And the results feed back: when monitoring shows a persistent failure, an outlet that never reaches temperature, a tank that keeps warming, that is a trigger to revisit the assessment, because the system is telling you the control is not working.
That feedback is the point of the whole arrangement. Monitoring is not box-ticking for its own sake; it is the early-warning system that catches drift before it becomes an exposure. Check your readings against the target figures with the temperature checker and the temperature chart.
The two failure modes
Monitoring without an assessment is checking blind. Some buildings have a caretaker who faithfully takes temperatures every month at the same two taps, with no idea whether those are the right taps, whether the flushing list is complete, or whether the system even has stored water. The records look reassuring and prove almost nothing, because nobody ever identified what the risks were. The readings are real; the coverage is luck.
An assessment without monitoring is a document in a drawer. The mirror image is the professional assessment, properly done, whose recommendations were never scheduled. No flushing happens, no temperatures are taken, and two years later nothing has changed except the date. In enforcement terms this is often the worse position, because the duty holder was told in writing what the risks were and did not act. An unimplemented assessment is not evidence of compliance; it is evidence of notice.
The assessment decides what should happen; monitoring proves it does. Either one without the other fails, and an assessment you ignored is worse than none at all, because it shows you knew.
Free legionella risk assessment template
A structured Word document following the five-step approach in ACOP L8. Covers risk identification, written scheme, monitoring, and records. If it isn't written down, you can't evidence it.
Follows ACoP L8 and HSG274 Part 2. Free. No spam.
Getting the rhythm right
For most premises the rhythm is simple to state. Assess, then schedule: weekly flushing of little-used outlets, monthly temperature checks at the sentinel outlets and the calorifier, periodic tank, calorifier, and TMV inspections, all recorded as they happen. Review the assessment about every two years, and immediately when the building changes use, the system is altered, occupants change, or monitoring reveals a persistent failure, as set out in how often to review a risk assessment. The risk assessment builder produces the assessment and the scheme in the same structure, so the monitoring tasks fall out of the findings automatically, and neither side of the loop gets lost. Neither activity certifies the system; together they are what controlling it actually looks like.
Free legionella risk assessment template
A structured Word document following the five-step approach in ACOP L8. Covers risk identification, written scheme, monitoring, and records. If it isn't written down, you can't evidence it.
Follows ACoP L8 and HSG274 Part 2. Free. No spam.
Frequently asked questions
What is the difference between legionella monitoring and a risk assessment?
A risk assessment is the periodic exercise that identifies and evaluates the risks in your water system and decides what controls are needed. Monitoring is the routine checking that those controls are working: temperature readings, flushing little-used outlets, tank and calorifier inspections, and outlet cleaning, carried out at set frequencies and recorded. The assessment sets the plan; monitoring is the plan being executed and evidenced, week after week.
How often should legionella monitoring be done?
Monitoring runs at the frequencies the written scheme of control sets for each task. The usual pattern includes weekly flushing of little-used outlets, monthly temperature checks at sentinel outlets and at the calorifier, and periodic inspections of tanks, calorifiers, and thermostatic mixing valves. The risk assessment decides which of these apply to your system and at what frequency. A risk assessment, by contrast, is reviewed about every two years and sooner when the system or the building's use changes.
Is monitoring a legal requirement?
The law requires the risk to be controlled, and ACOP L8 makes clear that controls must be implemented, managed, and monitored, with records kept. So while nobody is prosecuted for missing a single temperature reading, a control regime that is never checked is not being managed at all, and that is a breach of the underlying duty. Monitoring is how a written scheme of control becomes a control in fact rather than a control on paper.
Can I monitor legionella myself?
Yes, most routine monitoring is well within the reach of a competent duty holder or caretaker: reading temperatures at outlets with a thermometer, running little-used taps through to temperature, and recording the results in a log book. Specialist tasks, such as sampling, tank cleaning, or TMV servicing, are usually commissioned, but the everyday monitoring loop is designed to be done in-house, provided it is done consistently and every check is written down.
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