Risk Assessment

Guides and resources for conducting digital legionella risk assessments

40 guides

Getting started & your account

7
How to sign in

Sign in to L8MS Risk Assessment with your email address and password, what the attempt counter means, and how long you stay signed in.

How to set up two-factor authentication

Set up two-factor authentication with an authenticator app and save your backup codes.

Signing in with two-factor authentication

Enter the 6-digit code from your authenticator app at sign-in, or use a backup code if you don't have your phone.

How to reset your password

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

How to request a trial account

Register a new organisation for a free L8MS Risk Assessment trial at signup.l8ms.com, confirm your email, and sign in to the example assessments set up for you.

How to use Account settings

Update your name, security question and password reset email, change your password, and reset your two-factor authentication.

How to use the home dashboard

Read the assessment activity figures, check your company standards, and work through upcoming assessment reviews from the home page.

Creating & managing assessments

6
How to create a new assessment

Work through the five-step Create wizard - company and client, site, assessor, scope and comments, then date, reference and review - to start a new risk assessment.

How to open an existing assessment

Find an assessment in the Assessments list using search and column filters, open it, and change the status of several at once.

The assessment workspace (overview page)

Understand the assessment overview page - the status bar, the client, site, assessor and reference & dates cards, the section tiles, scope and comments, alerts and the Excel extract.

Assessment status and review dates

What each assessment status means, how moving through them records checks and authorisation, and how the suggested review date works.

How company credits work

See your company's New and Review credit balances by assessment type and top them up on the Credits page.

How to use Survey Downloads

Download blank templates and per-survey question sets as Excel or Word from the Survey Downloads page.

Legionella assessment workflow

14
Importing and exporting data with spreadsheets

Download a blank template or the current records, fill a template in offline, and upload it to populate System ID, Assets, Surveys and other sections.

How to record site systems (System ID)

Add and edit the water systems on site - system number, reference and type - and import them from a spreadsheet.

How to build the asset register

Record every asset (calorifier, tank, outlet, TMV...) with its system, floor, location and temperatures, import the register from a spreadsheet, and put it in site-walk order.

How to manage surveys

Add, view, edit, copy, upgrade, download and delete the surveys that make up an assessment, and see completion and recommendation counts.

How to complete a survey

Answer each survey question, set the Legionella (LR) and General (GR) risk ratings, add a recommendation where needed, and use standard answers and recommendations.

How to add and manage photos

Upload site photos, then work through them one by one - title, description, LR/GR rating, rotate and position - with Save & next and a filter for photos still needing a description.

How to add executive summary photos

Upload the photos that appear in the executive summary of the report and set the order they show in.

How to build the executive summary

Generate the risk-scored executive summary sections from your survey answers, edit each section, and extract or clear the summary.

How to build the control measures (control scheme)

Build the control scheme from a template, add your own sections, edit each section's information and locations, view corrective actions, and extract to Excel.

How to complete the allocation of responsibilities

Record the key individuals for the site and allocate each responsibility to a person with a frequency, building the list from a template or a spreadsheet.

How to add drawings and additional information

Upload site drawings (PDF) and diagram sketches (PNG) into the right section, edit their title and description, and download them.

Understanding the LR and GR risk ratings

What the Legionella Risk (LR) and General Risk (GR) rating levels 0 to 4 mean and the action each one calls for.

How to use Admin options (alter, copy, review, transfer, delete)

From the assessment's Admin options page: change the client, site or date; copy the assessment; schedule a review; transfer it to another company; or delete it.

How to generate and download the report

Pick a report from the list, filter by type, and download it as Word or PDF, watching the build progress.

Company setup & standards

12
Company setup and standards - an overview

What each part of the Administration menu is for: Customisations, Tools and Standards, and how the standard libraries feed into assessments.

How to set up Company Information

Set your company address, report font, logo (and its printed size), Word report templates, and MFA rules.

How to manage users

Add, edit and delete users, set their user type, restrict what they see, and unlock an account.

How to restrict what a user can see

Choose whether a user sees every assessment, only their own, or only those for particular clients and sites.

How to manage saved client, site and assessor records

Keep reusable client, site and assessor records so they can be picked from the "Recent" lists when creating an assessment.

How to manage the Systems and Assets option libraries

Maintain the drop-down option lists an assessor sees when recording systems and assets - per section, for your company or as an L8MS standard.

How to manage Standard Text

Create reusable blocks of report wording - scope of works, comments, competence, executive summary sections - and copy from the L8MS library.

How to manage custom report layouts

Create, copy and edit custom report layouts, choose their sections and order, and pick the Word template each one prints with.

How to manage survey templates and assignments

Open a survey template to view its questions, and control which companies each survey type is available to.

How to build Allocation of Responsibilities templates

Create AOR profiles with sections and tasks, add show/hide rules, key tasks, Water Management Plan detail and test layouts.

How to use Interrogation

Search across all of a company's assessments - assets, surveys, remedials, deadlegs, control measures - and export the matches as a report.

How to build control measure templates

Create the control scheme templates assessors build an assessment's control measures from: measures, where they find their locations, exemptions, and the sections for each frequency.

General Information

1
No guides here match . Search all guides, videos and FAQs