Educational Visit Evaluation and Incident Record

Include the destination or activity and, where useful, the year group or cohort.

Enter the date on which the visit was completed.

Select all that apply.

Provide the name and role of the person completing the evaluation.

Enter the number who attended the completed visit.

Consider planning, approvals, risk controls, communications, staffing, transport, emergency arrangements and provision for individual needs.

Record effective arrangements or controls that should be retained for future visits.

Include issues identified during planning or delivery that should inform future visits.

Consider supervision, activities, travel, accommodation where relevant, communication, timing and responses to changing circumstances.

Include relevant observations about what happened during the visit.

Select all that apply. If none occurred, select that option only.

Complete this field only when an incident, accident or near-miss was selected. Include the date, time, location, people involved, immediate response and any injury or damage known at the time.

Complete this field only when an incident, accident or near-miss was selected. Select all that apply.

Complete this field only when an incident, accident or near-miss was selected. Include any reporting, notification, investigation, monitoring or control changes.

Capture learning from the planning and delivery review, including learning from any incidents, accidents or near-misses.

Select yes if any action remains outstanding.

• Tick when complete

Complete this field when follow-up action is needed. State each action, who is responsible and the expected completion date.

Enter the date on which this evaluation record was completed.