Forms

School Allergy Serious Incident and Near-Miss Record

To record a serious allergy incident or near miss occurring in the school, including what happened, who was affected, the response, contributing factors, immediate actions, lessons learned and follow-up actions.

Form
CalmComplianceForm template

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?

Required

Select all that apply.

Choose up to 2

  • Serious allergy incident
  • Allergy near miss
  • Event classification to be confirmed

Date of event

Required

Enter the date on which the incident or near miss occurred.

Day
Month
Year

Approximate time of event

Required

Use 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

Required

Include the relevant room, area, trip location or activity.

For example, dining hall during lunch

Person completing this record

Required

Enter the name and role of the person completing the record.

Name and role

Date this record was completed

Required

Enter the date on which this record was completed.

Day
Month
Year

2. Affected person or people

Who was affected or potentially affected?

Required

Do 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

Required

Use 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

Required

Record the known or suspected allergen. If it is not known, state that.

For example, peanut, milk, egg, or unknown

Symptoms or potential exposure observed

Required

Describe 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

Required

Set out the sequence of events, including what was noticed, by whom and when.

Describe the sequence of events

Relevant circumstances

Required

Include 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

Required

Record 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

Required

Explain the selected factors and identify any information that remains to be checked.

Provide supporting factual detail

4. Response and immediate actions

Response provided

Required

Record 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?

Required

Select the applicable response.

Choose one

  • Yes
  • No
  • Not known
  • Not applicable

Was emergency medication administered?

Required

Record the applicable response and provide details below where medication was administered.

Choose one

  • Yes
  • No
  • Not known
  • Not applicable

Emergency medication details

Required

If 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

Required

Include 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

Required

Record 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

Required

Record 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

Required

List each action, the person responsible, the target date and the current status.

Action, responsible person, target date and status

Planned or completed review date

Required

Enter the date for the review or the date on which the review was completed.

Day
Month
Year

Review outcome and outstanding matters

Required

Summarise the review outcome and identify any actions or information still outstanding.

Summarise the outcome and outstanding matters

Record completion confirmation

Required

Confirm that the information recorded is accurate to the best of your knowledge and that outstanding actions have been identified.

  • Tick when complete
CalmCompliance · v2Template for adaptation

Template details

Type
Form
Version
v2
Updated
7 October 2026

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School Allergy Serious Incident and Near-Miss Record template - CalmCompliance