Legionella checks, done on the round.

It assumes you already understand what your water safety plan is asking of you. What's in here is how Orchestrate handles your routine monitoring on a phone or tablet, around a building.

1.1 Install and open Orchestrate

1. Open your app store. The App Store on iOS, Google Play on Android.
2. Search for Concerto Orchestrate and install it.
3. Open the app. The app starts first-run onboarding before sign-in.

1.2 First-run onboarding

The first time you open Orchestrate, the app runs a short onboarding flow before sign-in to ask for the permissions it needs. You can change any of these later in your phone's Settings.

1. Camera. Required for scanning asset labels and QR codes on outlets, calorifiers and shower heads. Tap Allow.

   [Screenshot: Onboarding — Camera permission]

2. Location. Used to record where each test happens and confirm you were on site. Choose While using the app.

   [Screenshot: Onboarding — Location]

3. Notifications. Lets Concerto remind you about overdue tests and new tasks. Recommended.

   [Screenshot: Onboarding — Notifications]

4. Biometric sign-in. Enable Face ID, Touch ID or fingerprint so you don't need to retype your password every time. Optional but recommended.

   [Screenshot: Onboarding — Biometric]

1.3 Logging in

You'll need three things from your manager or admin: a URL (the address of your organisation's Concerto), a login name and a password.

1. Enter the URL. Type it exactly as supplied. The app checks it and shows a green tick when it's valid.
2. Enter your login name. This is usually your work email address or a short user code.
3. Enter your password. Tap the eye icon to reveal it if you need to check what you've typed.
4. Tap Login. You may see "Concerto is warming up. This may take a little longer than usual." — this is normal the first time of the day.

If your organisation uses single sign-on

Tap Sign in with SSO instead of entering a password. You'll be taken to your company's sign-in page; finish there and you'll be returned to Orchestrate.

If your device was pre-configured

Tap Scan QR code on the login page and point the camera at the QR your administrator has provided. The URL and login name fill in automatically.

Multi-factor sign-in — Login with a QR code

If your organisation requires multi-factor authentication, the simplest way to sign in is with the QR code flow shown on the Login page. Use the Concerto website to generate a QR code, then scan it from the app.

1. Log in to the Concerto website. Open the website on a desktop or laptop and sign in with your credentials.
2. Click your initials. Find your initials (or profile image) in the top right of the home page.
3. Click "Scan to Login to App". Select the button from the dropdown menu. A QR code appears on the web page.
4. Scan the QR code. On your phone, tap Scan QR code on the Orchestrate Login page, then point your camera at the QR code on the web page. You're signed in.

Forgotten password

Tap Forgotten password? on the login page, enter your URL and login name, then tap Reset Password. You'll receive an email with instructions.

Accepting the Terms and Conditions

The first time you log in you'll be asked to read and Accept the Concerto Terms and Conditions. You won't see this prompt again unless the terms change.

1.4 The Home page

After logging in you land on the Home page. This is your jumping-off point. You'll see only the tiles your role has access to.

The top bar

• "Orchestrate" wordmark — taps here do nothing; you're already home.
• Sync spinner — turns when Orchestrate is talking to Concerto in the background.
• Messages (envelope icon, red count badge) — tap to read messages from your office.
• Avatar / menu — your profile, settings, help, and sign-out.

1.5 Open the Water monitoring area

On the Home page, tap the Water monitoring tile. If you have outstanding tests, the tile shows a red count badge — the number of tests waiting for you across every site you can see.

The Water monitoring landing page opens with two tabs at the top: Current Sites (sites you've already downloaded to this device) and Download site (sites you can pull down). Pick a tab and carry on.

2.1 Download a site

Each site is downloaded once so that you can work offline on the round — useful in plant rooms, basements, and any building with poor mobile signal.

1. Tap the Download site tab at the top of the Water monitoring page.
2. Find your site. Use the search field to filter by name or reference.
3. Tap the site. Orchestrate pulls the blocks, equipment, test schedule and the test rules down to your device. A spinner shows progress.

2.2 Re-open a site you've already downloaded

Once a site is downloaded it appears under Current Sites. Tap it any time to pick up where you left off. Sites stay on the device until you remove them or sign out fully.

2.3 Pick a block

A site is made up of one or more blocks — buildings, wings or zones. Each block lists how many tests are due and how many are overdue.

• Tasks: 12 — outstanding tests in this block.
• Overdue: 3 — tests past their due window. Tackle these first.

Use the filter button to show only blocks with overdue work, and the sort button to order by name. Search by name with the search field. Tap a block to open it.

2.4 Pick a piece of equipment to test

Inside a block you see every piece of equipment that has a test scheduled — outlets, TMVs, showers, calorifiers, tanks, expansion vessels, anything your water safety plan covers. Each row shows the equipment sub-type, its description, its location, and a badge telling you the state of the next test.

What the badges mean

Find what you need

• Search by description, asset code or location.
• Filter (the funnel icon) by equipment sub-type, test type, location within the block, or status. Active filters appear as removable chips just below the search row.
• Sort (the up/down arrows) by name, status or due date.
• Scan (the QR icon) — point the camera at a label and Orchestrate jumps straight to that asset. See Part 3.

Tap a row to open the equipment's Summary page, where you'll see and carry out its tests.

You can start a scan from two places:

• The equipment list (inside a block) — tap the QR icon at the right of the search row. The camera opens. The first label it reads jumps you to that asset.
• The equipment summary page — tap the Scan button next to the asset code. Useful if you want to confirm you're physically next to the asset you're about to test.

1. Tap the scan icon or Scan button. The camera opens with a viewfinder.
2. Frame the label in the centre of the screen. Hold steady, around 10–20 cm from the label.
3. Wait for the gentle vibration and beep. That's a successful read — the equipment summary opens.

4.1 The equipment summary page

From the equipment list, tap a row. The Summary page opens with three things on it:

1. An asset header — sub-type, description, and location within the block.
2. An asset status line (e.g. In Service) with an optional Change button. See Part 5.
3. The asset code with its QR (if Concerto has stored one) and a Scan button to confirm you're at the right one.
4. A list of tests due against this asset. Each row shows the test type, its last result (Pass / Fail / a reading in °C), and an icon — a thermometer for temperature tests, a pencil for non-temperature ones.

Tap a test row to record a new result.

4.2 Recording a temperature test

Temperature tests — hot-outlet sentinel, cold-outlet sentinel, return-temperature on calorifiers, TMV mixed temperature, and so on — open a single numeric input with a live pass / fail rule.

1. Run the outlet for the prescribed time (e.g. 1 minute for a hot-water outlet to reach its stabilised temperature). Use a calibrated probe or surface thermometer per your water safety plan.
2. Type the reading into the Temperature reading (°C) field. Decimals are allowed.
3. Watch the rule banner. Below the field, a banner shows the rule for this test and turns green when your reading passes, red when it fails. The rule is set in Concerto — e.g. "Hot outlet must be ≥ 50 °C within 1 minute" or "Cold outlet must be ≤ 20 °C within 2 minutes."
4. Add a comment if anything notable happened (slow to run, intermittent flow, scale on the outlet). See 4.4.
5. Tap Save.

4.3 Recording a non-temperature test

Many L8 checks aren't temperatures — flushing little-used outlets, visual checks on shower heads, TMV servicing, descale records, tank inspections. These open a different form with a Result picker and any custom fields your administrator has configured.

1. Pick the result from the dropdown (e.g. Pass / Fail, Clean / Soiled, Complete / Not complete — the options come from Concerto and vary by test type).
2. Fill in the custom fields. These can be numeric, text, currency, date, lookup or longer notes. A flush record might ask for "Run time (minutes)" and "Water clear?"; a shower clean might ask for "Descale method" and "New head fitted? Yes/No".
3. Add a comment if anything notable happened.
4. Tap Save.

4.4 Adding comments and notes

Every test has an optional Comments box at the bottom of the form. Use it for anything a later auditor would want to know — "Outlet seized, only quarter open"; "New shower head fitted by contractor on 10/05"; "Tap label illegible, identified by location only." Comments are free text and carry across to Concerto with the result.

4.5 Save and the Pass / Fail badge

Tapping Save writes the result to your device immediately. Back on the summary page, the test row picks up its new badge:

• Pass — the reading or result met the rule.
• Fail — the reading or result did not meet the rule.
• Edited — waiting to be sent — saved locally, not yet synced.
• Sent — uploaded to Concerto. Read-only from now on.

This option only appears if you have Equipment status update permission on your Concerto user. If you don't see it, ask your administrator.

1. Open the equipment summary for the asset.
2. Tap the Change button next to the Status line at the top of the page.
3. Pick the new status from the popup — typically In Service, Out of Service, Decommissioned, or whatever statuses your organisation has configured.
4. Tap Save. Concerto logs the status change and the asset's test schedule responds accordingly — for example, an Out of Service outlet stops generating overdue tests until it's brought back into service.

Sync runs in the background every few minutes whenever the device has signal — most of the time you don't have to think about it. The Edited — waiting to be sent amber badge tells you something is still waiting; Sent in green tells you Concerto has it.

Trigger a sync manually

On the equipment selection page and the equipment summary page, the title bar shows a sync button. Tap it any time to push pending results immediately — useful at the end of a round when you want to confirm everything is in Concerto before you leave site.

Working offline

You can do an entire round with no signal. Everything is saved on the device. The first time the phone reconnects, the background sync runs and the badges turn green. Open the equipment summary to verify.

UK regulations at a glance

Common L8 test types you'll record in Orchestrate

Frequencies above are typical defaults; your water safety plan and risk assessment override them. Orchestrate uses whatever schedule and rule Concerto has been configured with.