Training

Estate Health and Safety Information and Training

Help employees in maintained and academy primary and secondary schools in England understand the estate health and safety information and training relevant to their work, including when additional training may be needed.

Training Course
CalmComplianceTraining course

Estate Health and Safety Information and Training

Version
v1
Updated
1 October 2026
Reviewed
1 October 2026
Audience
Employees working in maintained and academy primary and secondary schools in England, including people who undertake or supervise estate-related work or have designated estate responsibilities.
Jurisdiction
England

Learning outcomes

  • Explain that estate health and safety information should address relevant risks, protective measures and procedures.
  • Recognise that employees may need additional training when their roles involve particular estate hazards, tasks or designated responsibilities, including asbestos or fire safety.
  • Explain that health and safety training should be adequate for the role and repeated periodically, with further training where hazards or tasks require it.

Lessons

  1. Estate risks, protections and procedures

    Estate health and safety information should help you understand the hazards that are relevant to your work, the measures used to protect people, and the procedures that apply. These three elements work together. A risk explains what could cause harm; a protective measure explains how exposure to that risk is reduced; and a procedure explains what should be done in the circumstances covered by the procedure. Information should be comprehensive and relevant to employees' work, rather than a collection of general material that does not relate to the school or the person's role.

    Before starting an estate-related activity, identify what information applies to the activity and your role. If a local plan, risk assessment or procedure is needed, look for the current version through the school's established arrangements or the person responsible for the relevant area. Check what risk is being managed, which protective measures are expected, and what procedure applies. This is important because site arrangements can differ, and this course does not replace local instructions.

    Hypothetical example: A member of school staff is asked to move equipment through an area where estate work is taking place. The relevant information should identify risks associated with the activity or area, describe the protective measures that apply, and point the person to the procedure for entering, passing through or avoiding the area. The person should not rely only on a general statement that the school takes health and safety seriously; they need information that relates to what they are being asked to do.

    Practice

    Hypothetical situation: You are asked to help with an activity in a part of the school estate that you do not usually enter. What three types of information should you identify before taking part?

    A likely mistake is to treat a general induction or a verbal warning as sufficient for every estate activity. The correction is to consider whether the information is relevant and comprehensive for the particular work. If it does not cover the risk, protective measures and applicable procedure, pause and seek the appropriate local information before proceeding. Do not invent a local process or assume that another school's arrangement applies.

  2. When additional training is needed

    General health and safety awareness gives a broad foundation, but it may not be enough for every role or activity. Additional training may be needed when your work involves a particular estate hazard, a specific estate task, or a designated responsibility. The need depends on the work you carry out or supervise, the hazards present, and the responsibilities assigned to you.

    Asbestos and fire safety are examples of topics that may require specific training. This course does not teach their technical procedures. Instead, it helps you recognise when your role may require training beyond general awareness. For example, a person with a designated responsibility or someone undertaking or supervising relevant estate work may need additional training appropriate to that responsibility. Consult the employer's arrangements or the relevant responsible person to identify what training applies; do not assume that completing this course authorises you to carry out a specialist task.

    Hypothetical example: Two employees complete the same general health and safety awareness course. One works only in an office and has no designated estate responsibility. The other is involved in supervising estate work and has a responsibility connected with a particular hazard. Their additional training needs may differ because their roles, tasks and responsibilities differ. The second employee should identify and complete the training relevant to those duties before undertaking or supervising them.

    Practice

    Hypothetical situation: A colleague asks you to take on a designated estate responsibility. You have completed general health and safety awareness training but have not received training related to that responsibility. What should you recognise and what should you do next?

    A likely mistake is to assume that a job title, previous experience or general training automatically covers a new estate hazard or responsibility. The correction is to compare the actual duties with the training provided. Where the duties involve a particular hazard, estate task or designated role, seek confirmation of the additional training needed before carrying out or supervising that work.

  3. Adequate and repeated training

    Health and safety training should be adequate for the role. In this context, adequate means sufficient for the employee's work, responsibilities and relevant hazards, rather than merely completing a standard course. Training should also be repeated periodically. The appropriate timing is not set by this course; it should be determined through the employer's arrangements and the needs of the role or hazard.

    Further training may be needed when work changes, a new hazard or task is introduced, responsibilities change, or existing training no longer provides what the role requires. Repetition helps maintain relevant knowledge over time, while additional training addresses new or different needs. These are related but distinct: periodic repetition maintains training, whereas further training adds or changes what the employee needs to know for the role.

    Hypothetical example: A school changes an employee's duties so that the employee will now supervise an estate task involving a hazard not covered by the employee's previous training. A sensible decision is to check whether the existing training remains adequate, identify any additional training required for the changed duties, and follow the employer's arrangements for repeating training periodically. Simply relying on the original course would not address the new task or hazard.

    Practice

    Hypothetical situation: Your general health and safety training was completed some time ago. Your role has not changed, but your employer's arrangements indicate that training is due to be repeated. What is the appropriate reasoning?

    A likely mistake is to look for one universal refresher interval or to assume that repeating the same general course will always cover a changed role. The correction is to follow the employer's arrangements for periodic repetition and review whether the employee's actual tasks, hazards and responsibilities call for further role-specific training. This course deliberately does not set an interval or replace local arrangements.

Scope and limitations

  • This awareness course is for employees in maintained and academy primary and secondary schools in England. It does not cover independent schools.
  • The course explains how to identify relevant information and training needs; it does not provide technical instruction for asbestos, fire safety or other specific hazards.
  • The course does not teach individual emergency procedures, site-specific evacuation arrangements, local school processes or local estate plans.
  • This course does not replace role-specific training for designated responsibilities or estate tasks.
  • Practical competence assessment, task authorisation and sign-off are outside the scope of this course.
  • No refresher interval is specified. The timing of repeated training should follow the employer's arrangements and the needs of the role or hazard.
CalmCompliance · v1Template for adaptation

Template details

Type
Training Course
Version
v1
Updated
1 October 2026
Reviewed
1 October 2026
Lessons
3 lessons
Audience
Employees working in maintained and academy primary and secondary schools in England, including people who undertake or supervise estate-related work or have designated estate responsibilities.

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Estate Health and Safety Information and Training - CalmCompliance