School Allergy Serious Incident and Near-Miss Record
- Version
- v2
- Updated
- 7 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, for completion by the staff member responsible for recording or reviewing an allergy incident or near miss.
- Jurisdiction
- england
Blank fields · read-only preview
Complete this form when a serious allergy incident or near miss occurs in the school. Record sufficient factual information to support review, learning and follow-up. Follow the school's emergency and safeguarding procedures separately where applicable.
1. Incident details
What type of event is being recorded?
RequiredSelect all that apply.
Choose up to 2
- Serious allergy incident
- Allergy near miss
- Event classification to be confirmed
Date of event
RequiredEnter the date on which the incident or near miss occurred.
- Day
- Month
- Year
Approximate time of event
RequiredUse 24-hour time if known; otherwise provide an approximate time.
For example, 13:45 or shortly after lunch
Location or activity when the event occurred
RequiredInclude the relevant room, area, trip location or activity.
For example, dining hall during lunch
Person completing this record
RequiredEnter the name and role of the person completing the record.
Name and role
Date this record was completed
RequiredEnter the date on which this record was completed.
- Day
- Month
- Year
2. Affected person or people
Who was affected or potentially affected?
RequiredDo not include more personal information than is necessary for this record.
Choose all that apply
- Pupil
- Staff member
- Visitor
- Contractor
- More than one person
- No person was affected
- Other
If other, please specify
Affected person identifier
RequiredUse the school's approved identifier or record the person's name only where necessary and permitted by school procedures.
Approved identifier or necessary name
Known or suspected allergen
RequiredRecord the known or suspected allergen. If it is not known, state that.
For example, peanut, milk, egg, or unknown
Symptoms or potential exposure observed
RequiredDescribe observed symptoms, signs of reaction or the potential exposure in factual terms. For a near miss with no symptoms, state that no symptoms were observed.
Describe what was observed
3. What happened
Factual description of the event
RequiredSet out the sequence of events, including what was noticed, by whom and when.
Describe the sequence of events
Relevant circumstances
RequiredInclude relevant information about food, medication, contact, activities, supervision, environmental conditions or other circumstances.
Describe the circumstances relevant to the event
Contributing factors identified or being considered
RequiredRecord factors that may have contributed. Avoid assigning blame; distinguish confirmed facts from matters still being investigated.
Choose all that apply
- Food or ingredient information
- Possible cross-contact
- Communication or handover
- Supervision or staffing
- Access to emergency medication
- Recognition or response
- Environment or activity
- Relevant information was not available
- No contributing factor identified yet
- Other
If other, please specify
Details of contributing factors
RequiredExplain the selected factors and identify any information that remains to be checked.
Provide supporting factual detail
4. Response and immediate actions
Response provided
RequiredRecord the actions taken, by whom and in what order. Follow emergency procedures separately where required.
Describe the response and actions taken
Were emergency services contacted?
RequiredSelect the applicable response.
Choose one
- Yes
- No
- Not known
- Not applicable
Was emergency medication administered?
RequiredRecord the applicable response and provide details below where medication was administered.
Choose one
- Yes
- No
- Not known
- Not applicable
Emergency medication details
RequiredIf medication was administered, record the medication, dose if known, time and person who administered it. If not administered, state why this field is not applicable.
Record details or state not applicable
Immediate actions taken after the event
RequiredInclude actions to protect the affected person and others, preserve relevant information and address any immediate risk.
List immediate actions and their status
People or organisations notified
RequiredRecord notifications made in accordance with applicable school procedures, including the date and time where relevant.
Record who was notified and when
5. Review, learning and follow-up
Lessons learned or learning points
RequiredRecord what the school has learned from the serious incident or near miss, including what worked and what may need to change.
Record learning points
Follow-up actions
RequiredList each action, the person responsible, the target date and the current status.
Action, responsible person, target date and status
Planned or completed review date
RequiredEnter the date for the review or the date on which the review was completed.
- Day
- Month
- Year
Review outcome and outstanding matters
RequiredSummarise the review outcome and identify any actions or information still outstanding.
Summarise the outcome and outstanding matters
Record completion confirmation
RequiredConfirm that the information recorded is accurate to the best of your knowledge and that outstanding actions have been identified.
- Tick when complete
