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Lumiform as customer journey mapping tool in gastronomy

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Lumiform as customer journey mapping tool in gastronomy

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App for Legionella risk assessment

App for Legionella risk assessment

Complete Legionella risk assessments on mobile, attach photos and notes, and assign follow-up actions. Instant reporting and live compliance tracking help teams keep water safety records complete.

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Trusted by safety and operations teams managing facilities, compliance, and field work

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Where Legionella risk management breaks down

Compliance records with critical gaps

Checks get logged in scattered forms and spreadsheets. During audits, teams spend hours trying to pull records together, only noticing errors when it's too late.

Risks get reported, then forgotten

Risks get flagged, but there is no owner or deadline. Without automated progress tracking, actions drift and risks keep building up until an incident happens.

No visibility across sites or schedules

Managers can't see which sites have completed their scheduled checks and which are overdue. Without a centralized view, fixes fall behind, and compliance slips.

How Lumiform works for Legionella risk assessments

Build forms without IT, complete checks on mobile, trigger corrective actions from results, and track every site’s compliance status in one dashboard.

1. Build your water system assessment form

Set up temperature monitoring logs, outlet flushing records, and risk scoring in Lumiform’s form builder. Import your existing paper-based assessment structure or start from a template. Schedule recurring checks so nothing gets missed.
  • No-code form builder
  • Conditional logic
  • Recurring schedule by site
  • 12,000+ ready templates
1. Build your water system assessment form

2. Complete assessments on mobile

Your engineer opens the assigned assessment on their phone or tablet . They log temperature readings, photograph calorifiers and sentinel outlets, and add notes. The form works fully offline in basement plantrooms or areas with no signal.
  • Works offline
  • Photo evidence attached
  • E-signature capture
  • Timestamped entries
2. Complete assessments on mobile

3. Flag risks and assign corrective actions

When readings fall outside limits, Lumiform automatically creates a corrective action. It assigns the task with a deadline, then sends a notification so managers see open actions in real time and get alerted if a deadline is missed.
  • Auto-assigned to right person
  • Deadline and escalation alerts
  • Third-party collaboration
  • Action tracked to closure
3. Flag risks and assign corrective actions

4. Track compliance trends across all sites

Managers see which sites have completed their scheduled checks and which are overdue. Audit-ready PDF reports generate automatically. Dashboard views show recurring risk patterns by building, system type, or date range.
  • Live site completion status
  • Auto-generated PDF reports
  • Trend analysis by location
  • Audit-ready documentation
4. Track compliance trends across all sites
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Measurable improvements across Legionella assessments and compliance records

Safety managers running water system programs need every assessment logged, actioned, and traceable before the next audit lands.

40%

faster legionella risk assessments, ensuring quicker response times

35%

reduction in compliance breaches, enhancing regulatory adherence

30%

increase in assessment accuracy, improving overall safety standards

Related water safety and compliance workflows in Lumiform

  • HVAC maintenance
  • Environmental audits
  • Water system monitoring
  • Risk assessment
  • Property inspections
  • Cooling tower inspections

Industries that manage Legionella risk across sites

Any sector operating water systems needs consistent assessment records, traceable actions, and audit-ready documentation at every location.

Facility management

Facility management

FM teams run Legionella assessments across managed buildings on scheduled cycles. Lumiform keeps each site’s water system records centralized, overdue checks visible, and remedial actions assigned to your engineers.

Healthcare & social care

Healthcare & social care

Hospitals and care homes face strict legionella control obligations. Lumiform lets your water safety leads schedule assessments ward by ward, capture temperature readings on mobile, and produce audit-ready reports automatically.

Hotels & hospitality

Hotels & hospitality

Hotel maintenance teams carry out weekly and monthly water checks across complex plumbing systems. Lumiform schedules recurring assessments, flags missed checks, and gives operations managers a live status view across properties.

Local government & public sector

Local government & public sector

Councils managing leisure centres, offices, and housing stock need legionella records that survive staff turnover. Lumiform stores completed assessments centrally so any authorized person can access the full history.

Education

Education

Schools and universities with seasonal building closures face elevated legionella risk on reopening. Lumiform schedules pre-occupation water checks, captures flushing records, and flags sites that have not completed their assessment.

Manufacturing & industrial

Manufacturing & industrial

Manufacturing sites with cooling towers and process water systems require regular Legionella monitoring. Lumiform assigns checks, records results with photos, and triggers corrective actions when readings fall outside safe limits.

See what Lumiform costs your team
Get audit-ready Legionella records, automatic scheduling, and closed corrective actions from day one.
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How safety teams closed compliance gaps

Teams cut manual reporting time and kept inspections traceable.

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Health and safety

Pacific Fire & Security accelerates audits and reduces error rates with Lumiform

In this success story, you will discover how Pacific Fire & Security transformed their compliance processes by embracing digital solutions. Learn how their partnership with Lumiform enhanced efficiency, streamlined audits, and ensured regulatory compliance, setting a new standard for operational excellence in the fire and security industry.
Read case study Pacific Fire & Security accelerates audits and reduces error rates with Lumiform
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Health and safety

Arndt Betriebssicherheit revolutionizes fire protection and operational safety

Arndt Betriebssicherheit uses Lumiform to digitize inspection reports in fire protection and operational safety, saving time and boosting customer satisfaction. Manfred Arndt shares insights into the successful transition from paper to digital reporting.
Read case study Arndt Betriebssicherheit revolutionizes fire protection and operational safety
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Health and safety

Die Arbeitsschutzberater cut post-processing time by 50% with Lumiform

Find out in this success story how the occupational safety consultants are revolutionizing their work processes with Lumiform, saving 50% of their processing time and improving the quality of their occupational safety measures.
Read case study Die Arbeitsschutzberater cut post-processing time by 50% with Lumiform
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Mark Oliver, Compliance Officer, Pacific Fire & Security

Time saving and compliance have been our biggest wins when it comes to Lumiform.

95% of companies that implement Lumiform increase their frontline teams' productivity, health, and safety

High performer Europe 2024High performer emea 2024High Performer small businessHigh performer spring 2024Fastest implementationEasiest to use

Ready-made forms for facility management

Environmental risk assessment template

Supports wider premises reviews where drainage, waste storage, or discharge points may affect hygiene standards. Teams record hazards that sit outside pipework.

Use this template

HVAC commissioning checklist

Helps teams verify cooling and HVAC systems before operation by documenting testing results, equipment settings, and corrective actions.

Use this template

Facility management weekly report template

Supports facilities teams in logging maintenance activities, outstanding issues, contractor work, and site observations, creating a clear audit trail.

Use this template

Property management weekly report template

Provides an organized way to track property maintenance activities, recurring issues, completed repairs, and follow-up actions across managed buildings and facilities.

Use this template
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Common questions

Is Lumiform only for inspections, or does it cover risk assessments too?

Lumiform covers the full range of field-based assessments, including risk assessments, safety audits, compliance checks, and operational inspections. You build the form to match your process, whether that is a simple fire safety checklist or a multi-section assessment with conditional logic and photo documentation. Field teams complete it on mobile, managers track results in real time, and every submission generates an audit-ready report automatically.

Can we see at a glance which sites completed their assessments and which haven’t?

Yes. The analytics dashboard shows completed, overdue, and pending inspections across all your sites in one view. You can filter by location, team, or form type to see exactly which sites are green and which are red without clicking into individual reports. Operations managers use this to identify non-compliant sites immediately and follow up directly.

Will the system automatically remind us when a scheduled inspection is due again?

Yes. You configure recurring schedules for any inspection or assessment, and Lumiform sends automatic notifications to the assigned users when a check is due or overdue. You set the frequency, the assignees, and the escalation rules. Field teams see pending forms in their mobile app. Managers see overdue items flagged on the dashboard.

Can approvals route automatically to the right person, or do we assign each one manually?

Approval routing can be configured based on roles and team structure, so the right person receives the submission without manual assignment each time. For example, a site manager submits a completed form and the designated account manager for that territory receives it for sign-off automatically. The approval module is available as an add-on on the Professional plan and is included in the Enterprise plan.

If a corrective action isn’t closed on time, does anyone get notified automatically?

Yes. Lumiform sends automatic notifications when actions are overdue. The assigned person receives a reminder, and managers can see outstanding actions flagged on the dashboard without having to chase anyone by email or phone. This replaces the common situation where things get lost because a supervisor forgot to follow up or an email went unanswered.

If inspectors tap ‘No’ on a checklist item, can it automatically open a follow-up question?

Yes. The form builder includes conditional logic, so a specific response on any question can trigger follow-up questions, require a photo, or open a sub-section automatically. For example, if a field worker marks PPE as not worn, the form can immediately prompt them to document the issue with a photo and a written note. You configure this logic without IT support using the no-code form builder. It works the same way on mobile whether the device is online or offline.

Can we document a single issue on-site without running through a full checklist?

Yes. You can create an action directly in the mobile app without starting a full inspection form. Field workers photograph the defect, add a description, set a priority, and assign it to the responsible person on the spot. This covers the common situation where you are on-site without a planned walkthrough and spot a deficiency that needs to be logged and tracked. The action appears in the dashboard immediately and stays open until it is resolved and closed.

Can health and safety managers get full control while field teams only respond to actions?

Yes. Lumiform supports role-based access control. Health and safety managers get full access to configure forms, view analytics across all sites, and manage users. Supervisors get a more limited view suited to their responsibilities. Field workers or production staff can be set up to respond to assigned actions and log observations without accessing the full platform. You configure these permission levels in the administration settings, so each user only sees and does what their role requires.

What happens if we’re doing an inspection underground with no network connection?

The Lumiform mobile app works fully offline. Field workers start and complete inspections on their device with no network connection, including photo capture and written notes. Once the device regains signal, the completed form uploads automatically. This is a hard requirement for teams working in underground or remote environments where network coverage is unavailable. The offline capability works on both iOS and Android.

We provide you with all resources you need

Browse risk assessment templates, compliance guides, and checklists built for facilities and safety teams.

Facility management: Best practices for operational excellence
Topic guide

Facility management: Best practices for operational excellence

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Environmental risk assessment: A step-by-step guide

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3 free environmental risk assessment templates
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3 free environmental risk assessment templates

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5 free pump maintenance checklist templates
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5 free pump maintenance checklist templates

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