Record Keeping

Documentation and tutorials for water hygiene record management

83 guides

Getting started & your account

11
How to sign in to BRS

Sign in to L8MS BRS with your email address and password, what happens next, and what to do if you are locked out.

Signing in with two-factor authentication

Enter the 6-digit code from your authenticator app when you sign in to BRS, or use a backup code if you do not have your phone.

How to set up two-factor authentication

Set up two-factor authentication for BRS with an authenticator app, confirm it, and save your backup codes.

How to reset your password

Use Forgot password to have a new password emailed to you, then sign in with it and choose your own.

How to change your password

Change your BRS password against the strength rules, and set or update your security question and answer.

How to use the BRS dashboard

The dashboard you land on after signing in: its tabs, widgets, the Sites filter, notifications, and how to open the detail behind a figure.

How to customise your dashboard

Add, remove, resize and reorder dashboard widgets, change a widget's settings, and create, rename or delete dashboards.

How to update your account details

My account: your name, company and phone number, your address, your date format and the colours used on calendars and the dashboard.

How to change your password, security question and two-factor

Change your BRS password, set your security question, and manage two-factor authentication and backup codes.

How to link your Risk Assessment login

Store your L8MS Risk Assessment login in BRS so you can create or update sites from your risk assessments.

How to get help inside BRS

Use the Help button on any BRS page to open the guide for that page, and report a problem to L8MS.

Sites

8
How to find and open a site

Use the site list to search and filter your sites, read the schedule, retired and sensor flags, and open a site.

How to add or edit a site

Create a new site or edit an existing one - company, site group, name, folders, UPRN, special instructions and address with map position.

How to retire, reactivate or delete a site

Change a site between active and retired, and when to delete a site instead - deleting cannot be undone.

How to manage the people on a site

Site Information: see who can use a site, add, edit or remove users with a Site Level and responsibility, and copy users from another site.

How to record a site's Responsible Person and Deputy

Record who is appointed Responsible Person and Deputy for a site, backdate an appointment, choose which appointments a site needs, and see the history.

How to use site groups

Create, rename, archive and delete site groups - the level between a company and its sites used for filtering and reporting.

How to create a site from a risk assessment

Use Retrieve RA to pull assessments from the L8MS Risk Assessment platform and build brand-new BRS sites from them.

How to upload a new site from a spreadsheet

Upload New Site: import one or many sites from Excel, check the files for problems first, then import.

Setting up a site

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Setting up a site: the order to do things

The order to set up a BRS site from the Customise Site menu - systems, locations, assets, tests, tasks, task assets, then the site planner.

How to record site systems

Customise Site > Systems: add, edit and delete a site's water systems, see which assets are linked, and export the System ID sheet.

How to set up locations

Customise Site > Locations: add, order, copy, retire and delete locations, renumber, and import or export assets with a spreadsheet.

How to build the asset register

The assets in a location: add, edit, order, copy, move, retire and delete assets, link them to systems, and set barcodes and sensors.

How to set an asset's tests and limits

The tests on one asset, grouped by PPM: add tests, set low and high limits and risks, and retire, restore or delete tests.

How to set up monitoring tasks

Customise Site > Tasks: add and edit a site's recurring tasks - PPM, responsibility, dates, frequency, days, early/late windows and blocked months.

How to choose the assets in a task

A task's assets: which assets it visits, in which month and rotation year, the tests on the task, and spreading a rotation.

How to merge a risk assessment into a site

Use the Merge Risk Assessment wizard to bring systems, locations, assets and remedial actions from an L8MS assessment into a site that already exists.

How to run (or clear) the site planner

Run Site Planner: see which tasks are planned, preview a re-plan and the missed visits it will record, then re-plan the site or one task.

Company standards & administration

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How to manage users and roles

Users List: add people to BRS, set their role and mobile access, resend the welcome email, unlock an account, and see login and data-entry activity.

How to set a user's site access and permissions

User Restrictions: choose a user's sites, their site level, responsibilities and email settings on many sites at once, or copy another user's settings.

How to set up business information and report output

Business Information: your company name, address and logo, the report template, SFTP delivery, the FactoryLab sensor login and other options.

How to manage standard texts

Standard texts: ready-made wording people pick instead of typing - add, edit, order and delete texts for each list, for your company or just you.

How to manage standard asset types

Standard assets: the list of asset types (wash hand basin, calorifier, TMV...) used by import profiles - add your own, order and delete them.

How to manage responsibility titles

Responsibility titles say whose job a task is - add, rename and delete them, and transfer every task from one title to another.

How to organise documents in folders

Files and site Folders: upload, organise and download documents, the recycle bin, and folder profiles - the folders a new site starts with.

How to use import profiles

Import profiles decide which tests each asset gets when a site is created from a risk assessment or spreadsheet - assets, conditions, skip words, rotation rules and standard site tests.

How to manage nonconformity statuses

Nonconformity statuses: the steps a nonconformity or remedial moves through - add, rename and delete them for your company.

How to manage PPM schedules

PPMs: the standard pieces of work tasks are built from - frequency, days, windows, rotation - and the tests in each, with their limits and risks.

How to set up sensor rules

Sensor rule sets: what each kind of sensor reading must stay within before BRS flags it.

Works schedule

4
How to use the works schedule overview

Works Schedule > Overview: pick engineers and see their visits on a calendar, a timeline or a map.

How to turn due tasks into service visits

Works Schedule > Job List: find the jobs due across your sites and group them into a service visit for an engineer.

How to use job templates

Works Schedule > Job Templates: export the task templates for chosen tasks as Excel workbooks.

How to create a one-off job

Add Job on the site planner: create a single job outside the regular schedule - choose the PPM and tests, the date and the assets.

Service visits & results

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How to use the 52-week site planner

Read the site's year grid and its status colours, open a week to see or plan visits and enter results, and print the schedule.

How to set up and complete a service visit

Plan a service visit - type, dates, engineers, tasks and instructions - then review what the engineer recorded: notes, signatures, photos and the report.

How to record results

Enter or check a visit's results in the browser: who did it and when, answering each test, no access and not needed, photos, signatures, worksheets and reports.

How to handle a non-conforming result

What happens when a reading fails or a test is not done: set the risk, add comments, standard text and a photo, and raise a remedial action.

How to view an asset's history

Use Asset history to see every result, reading trend and nonconformity recorded against one asset, and export it.

How to compare readings over time

Compare one reading (for example hot water temperature) across a site's assets: a table of every asset and a chart of up to 7 against the limits and the site's typical range.

How to see where a visit was recorded

Administrators: the Engineer location card on a service visit shows where the BRS app recorded the engineer while the visit was open, on a map and as a list.

Nonconformities & remedial actions

5
Nonconformities and remedial actions explained

What raises a nonconformity, the different types, risk levels and statuses, and how remedial actions are tracked to completion.

How to work a site's nonconformities

Filter the open site's nonconformities, open one to see what was recorded, update its status, and raise jobs, move responsibility or retire tests for a selection.

How to manage nonconformities across sites

Corrective Actions > Nonconformities: filter every site's nonconformities, update one or thousands at once, raise jobs, move responsibility and retire tests.

How to track a site's remedial actions

Remedial Actions for an open site: filter, update status and timescale, accept barcode changes, and import remedials from a risk-assessment extract.

How to track remedial actions across sites

Corrective Actions > Remedials: every site's remedial actions in one list, with filters, bulk updates and barcode changes.

Reports

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Which report should I use?

The AE Reports > Reports hub: what each report card is for, and the other reports under AE Reports.

How to run the Report Builder

Run a formatted Excel report from a report template for a period and a set of sites, and schedule it.

How to edit report templates and totals packs

Report Editor (administrators): create Report Builder templates and their sections and rules, and set up totals packs.

How to produce visit reports for a site

Reporting in the site menu: list a site's visits by period and status, export the list, and build one PDF report of the visits you choose.

How to export results data

Data Export: download readings for a period and sites as CSV, Excel, a full report, a trend chart, a temperature trend or the monitoring schedule.

How to view and print task results

Results Viewer: pick tasks and a period to see their results on screen, then print or export them.

How to extract and send batch results

Batch Extract: one CSV per site, zipped together or sent to your SFTP server, for another system to pick up.

How to run the completed tests audit

Completed Tests Audit: an Excel list of every test completed in a period - who did it, when, the result, and whether it passed and was signed off.

How to check Responsible Persons across sites

Appointed Persons report: find sites with no Responsible Person or Deputy, export the list, and appoint people across many sites at once.

How to see upcoming workload

Upcoming workload: how many visits, assets and tests are planned next month and the month after, by site and task, for planning engineers.

How to schedule a report by email

Have a report emailed automatically every day, week or month: set it up from the report, choose the period and recipients, then pause, edit or delete it.

How to run an interrogation query

Interrogation: ready-made questions about assets, visits, data entry, results and totals, including completed vs missed checks and totals packs.

How to run the Service Visits report

Service Visits: every visit planned in a period and where it is up to, build notes, print visit reports as a zip, and export the list.

How to read the KPI completion report

KPI completion: tests completed, no access and blank for a month, the six-month trend, and the service visits behind the figures.

How to read the KPI nonconformities report

KPI nonconformities: scope by company, group, site, responsibility and dates, read the charts, and export the tests behind them.

How to read the KPI remedials report

KPI remedials: new, outstanding and updated remedial actions for the sites you choose.

Remote sensors

4
Getting started with remote sensors

How remote sensors fit into BRS: the FactoryLab account, sensors on assets, rule sets, and where to see readings.

How to use the sensor dashboard

Remote Sensors > Dashboard: every sensor on the site and its readings at a glance, a sensor's detail chart, and exporting readings.

How to configure a site's sensors

Remote Sensors > Sensors: see every sensor on the site, its status and rules, attach a rule set, and stop monitoring a sensor.

How to run the Sensor Data report

AE Reports > Sensor Data: every sensor across your sites, in range, failing or silent, and an Excel export of the readings.

Bulk alterations

6
How to add or remove tests across sites

Alterations > Additional Tests: pick sites, then add a PPM's tests to, or remove a test from, chosen tasks, locations and assets on all of them.

How to set test pass/fail limits (Highs & Lows)

Alterations > Highs & Lows: find tests across your sites and change their low and high limits and result risks in one go.

How to change site folders in bulk

Alterations > Alter Site Folders: rename a folder across many sites, or add a folder profile's folders to sites.

How to alter tasks in bulk

Alterations > Alter Tasks: change responsibility, dates, frequency, windows and tests on many tasks across sites, then re-plan them.

How to close tests that are no longer needed

Alterations > Close Tests: tests repeatedly marked not needed, site by site - retire them and set the status of their nonconformities.

How to alter or delete service visits in bulk

Alterations > Service Visits: add or remove an engineer on many visits, or delete visits (with or without their tasks).

General Information

2
BRS - Version Information

Full version history of L8MS BRS updates, including new reports, dashboard improvements, sensor integrations, KPI tracking features, and bug fixes released across 2024 and 2025.

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What legionella management software does, what ACOP L8 and HSG274 expect, and how to choose and set up a system for risk assessments, records and training.

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