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Swimming pool checklist

For pool operators recording checks under a pool operating procedure. Record pool and procedure, water results and plant and response. Try the form below, see every question or download a blank PDF or Word copy.

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What should guide swimming pool checks?

HSE directs pool operators to assess risks and manage safe operation. PWTAG provides specialist water-treatment guidance. Use the pool’s documented operating procedures, trained staff and suitable testing arrangements.

Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE swimming pool safety management and PWTAG pool water treatment code of practice.

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The Swimming Pool Plant and Water Checks form in the SiteSurvey app on a tablet
The Swimming Pool Plant and Water Checks form in the SiteSurvey app on a phone

Every question in the swimming pool plant and water checks template

A pool operator check record covering pool identity, operating procedures, water-test results, plant observations, exceptions and reopening decisions. 5 sections and 36 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.

Make it your own: every question is editable

This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.

Details you only enter once

Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.

  • Project: the project name
  • Site or premises address: the site address, from the space or the project
  • Client or organisation: the project's customer

Record details and scope

  • ProjectShort answer

    Filled in from the project in SiteSurvey.

    Fills in from the project name
  • Site or premises addressShort answer
    Fills in from the site address, from the space or the project
  • Client or organisationShort answer
    Fills in from the project's customer
  • Record date*Date
  • Person completing the record*Short answer
  • CheckThis records operator checks, not a complete pool safety operating procedure. It supplies no universal chemical limits or dosing instructions and does not certify water safety.
  • CheckHSE directs pool operators to assess risks and manage safe operation. PWTAG provides specialist water-treatment guidance. Use the pool’s documented operating procedures, trained staff and suitable testing arrangements.

Pool and procedure

  • Pool or water body ID*Short answer
  • Operator and training reference*Short answer
  • Operating procedure and current limit reference*Short answer
  • Check time and bather loadShort answer
  • Test kit, calibration or verification and reagent referencesShort answer

Water results

  • Water test
    Repeat for each water test. Each one asks:
    • Sample point and time*Short answer
    • Parameter such as pH or disinfectant residual*Short answer
    • Actual result and unit*Short answer
    • Pool-specific acceptable range and source*Short answer
    • Comparison*Choose one
      • Within range
      • Outside range
      • Invalid or uncertain
    • Action and retest reference*Notes
      Shown only when the answers above make it relevant

Plant and response

  • Water clarity and visible contamination checked*Choose one
    • Acceptable
    • Action needed
    • Not checked
    • Not applicable
  • Action, limitation or reason not applicable*Notes
    Shown only when the answers above make it relevant
  • Circulation, filtration and alarms checked to procedure*Choose one
    • Acceptable
    • Action needed
    • Not checked
    • Not applicable
  • Action, limitation or reason not applicable*Notes
    Shown only when the answers above make it relevant
  • Chemical storage and dosing area visually checked within authority*Choose one
    • Acceptable
    • Action needed
    • Not checked
    • Not applicable
  • Action, limitation or reason not applicable*Notes
    Shown only when the answers above make it relevant
  • Operational status*Choose one
    • Open under operating procedure
    • Restricted
    • Closed pending authorised review
  • Escalation, retest and reopening authority referenceNotes

    Record the response required by the site's approved procedure, who was informed and the subsequent verification result.

  • Plant condition evidence without identifiable bathersPhotos

Actions and review

  • Are further actions required?*Choose one
    • Yes
    • No
  • Further action
    Repeat for each further action. Each one asks:
    Shown when “Are further actions required?” is “Yes”
    • Action and evidence reference*Notes
    • Person responsible*Short answer
    • Target dateDate
    • Action status*Choose one
      • Open
      • In progress
      • Completed
    • Completion evidence*Notes
      Shown when “Action status” is “Completed”
  • Outstanding limitations and information to pass onNotes
  • Record status*Choose one
    • Ready for review
    • Further work needed
    • Work or use stopped
  • Reviewed byShort answer
  • Review dateDate
  • Author signature*Signature
  • CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.

Scope and responsibility

This records operator checks, not a complete pool safety operating procedure. It supplies no universal chemical limits or dosing instructions and does not certify water safety.

What a useful entry looks like

Escalation, retest and reopening authority reference

Record the response required by the site's approved procedure, who was informed and the subsequent verification result.

A recorded result required escalation under pool procedure PP-02. Duty operator notified; the follow-up check and pool-status decision are recorded separately.

Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.

See it filled in

A completed swimming pool plant and water checks report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.

See completed form (PDF) ↗

Swimming Pool Plant and Water Checks FAQs

How should I record “Escalation, retest and reopening authority reference”?

Record the response required by the site's approved procedure, who was informed and the subsequent verification result.

Are chemical doses calculated?

No. Follow the authorised procedure and trained operator decisions.

What happens to an uncertain test?

Mark it invalid or uncertain, record the response and a linked retest. Do not treat it as a pass.

Does the form authorise reopening?

No. Record the decision and responsible authority under the pool’s operating procedures.

What are the limits of this template?

This records operator checks, not a complete pool safety operating procedure. It supplies no universal chemical limits or dosing instructions and does not certify water safety.

Can I complete this form on site and share the record?

In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.

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