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Water tank inspection checklist

For people recording water-tank inspection evidence within a water-management plan. Record tank and access, visible checks and evidence and remedial work. Try the form below, see every question or download a blank PDF or Word copy.

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How does tank inspection fit water hygiene management?

HSE hot and cold water guidance includes inspection of cold-water storage tanks and remedial work where necessary. Inspection records support the site water-management arrangements; a visual check cannot demonstrate absence of legionella.

Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE hot and cold water systems and HSE hot and cold water technical guidance.

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This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.

Want to see one filled in? See a completed cold water storage tank inspection report (PDF), made by SiteSurvey from a fictional site visit.

Fill it in on a phone or tablet

Your team completes the cold water storage tank inspection on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.

Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.

The Cold Water Storage Tank Inspection form in the SiteSurvey app on a tablet
The Cold Water Storage Tank Inspection form in the SiteSurvey app on a phone

Every question in the cold water storage tank inspection template

A cold water storage tank record covering tank identity, safe access, visible hygiene condition, monitoring references, defects and remedial follow-up. 6 sections and 38 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
  • CheckFor cold-water storage tanks inspected from safe access without entry. This is not a cleaning certificate, sampling result, structural survey or confined-space entry authority.
  • CheckHSE hot and cold water guidance includes inspection of cold-water storage tanks and remedial work where necessary. Inspection records support the site water-management arrangements; a visual check cannot demonstrate absence of legionella.

Tank and access

  • Tank ID, service and location*Short answer
  • Water risk assessment and schematic reference*Short answer
  • Safe access method and limits*Short answer
  • Nominal capacity and served areasShort answer

Visible checks

  • Lid, vent and overflow protection 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
  • Visible internal condition and deposits recorded without entry*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
  • Insulation and external condition 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
  • Inlets, outlets and stagnation concerns recorded*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
  • Leaks and nearby contamination sources 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

Evidence and remedial work

  • Temperature record and method reference where takenShort answer
  • Separate sampling or cleaning report referenceShort answer
  • Condition photographsPhotos
  • Areas not visible and further investigation*Notes

    Record the viewing and access limits and any evidence not obtained. A visual check alone cannot establish water quality.

Handover

  • Use decision*Choose one
    • Available within recorded limits
    • Restricted use
    • Out of service
  • Restrictions, isolation and person informed*Notes
    Shown only when the answers above make it relevant
  • Repair or follow-up job referenceShort answer
  • Condition and defect evidencePhotos

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

For cold-water storage tanks inspected from safe access without entry. This is not a cleaning certificate, sampling result, structural survey or confined-space entry authority.

What a useful entry looks like

Areas not visible and further investigation

Record the viewing and access limits and any evidence not obtained. A visual check alone cannot establish water quality.

Inspection completed from the authorised viewing position. Internal concealed areas were not observed and no sample result is claimed in this record.

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 cold water storage tank inspection 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) ↗

Cold Water Storage Tank Inspection FAQs

How should I record “Areas not visible and further investigation”?

Record the viewing and access limits and any evidence not obtained. A visual check alone cannot establish water quality.

Can I enter the tank to inspect it?

This form provides no entry authority or rescue arrangements. Record the access limitation and refer the work.

Does clear water prove microbiological safety?

No. Visual inspection is only one part of water risk management.

Does this cover fuel or process tanks?

No. The form is scoped to cold-water storage tanks.

What are the limits of this template?

For cold-water storage tanks inspected from safe access without entry. This is not a cleaning certificate, sampling result, structural survey or confined-space entry authority.

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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