Schools and Education templates

Check an external educational-activity provider's safety arrangements, insurance, legal compliance, policies, risk assessments, controls, vehicles, competence, safeguarding, accommodation, subcontracting, licensing and written allocation of responsibilities.

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Record a case-specific check of school and local-authority moves within the previous three years, enquiries about penalty notices for the parent and pupil, responses or unavailable-information records, and the resulting escalation decision.

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Daily operational assurance activity for monitoring the attendance register, responding to unexpected or poor attendance, preparing or making relevant attendance returns, and escalating emerging children-missing-education concerns for case handling.

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Daily operational assurance that morning and afternoon attendance has been recorded, absence coding and applicable part-time timetable entries have been checked, unexpected absence has been identified, and required information or follow-up has been progressed.

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Check that an accessible early years first-aid box is available and contains equipment appropriate for use with children in the school's early years provision.

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Support the school’s participation in each Education Supervision Order review meeting by recording review attendance, contributions, current actions and directions, amendments, unresolved barriers and follow-up ownership. Use only where an Education Supervision Order is in force and the school is required to participate; this checklist does not replace professional or legal decisions.

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Operationally verify that the visit classification, planning, risk assessment, approvals, consent, provider checks, activity controls, emergency communications and leader briefing are addressed before departure.

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Use this checklist for each first-aid box or other first-aid container provided by the school. It applies where the school provides first-aid boxes or other first-aid equipment; contents and locations should be checked against the current first-aid needs assessment.

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Check first-aid facilities, boxes, kits and supplies against the school's first-aid needs assessment, including accessibility, suitability, contents, expiry dates, undated-item fitness, medicines restrictions, replenishment, disposal and any additional equipment identified as necessary.

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Check first-aid rooms and associated facilities for suitability, accessibility, clear identification, supervision arrangements and readiness, including sterile eye-irrigation supplies where mains tap water is not readily available.

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Before hired lifting equipment or accessories are used, record the equipment identity, hire details, current thorough-examination report, restrictions or defects, responsible checker and decision to accept or reject the equipment. Use this checklist conditionally when the school hires lifting equipment or accessories.

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Review late-arrival records to identify patterns, check whether explanations have been sought from parents, record proportionate responses, and assign follow-up actions.

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Record the identity and condition of a lifting accessory, the competent person's thorough examination, findings, defects, restrictions, remedial actions, examination basis and next due date.

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Check that lifting machinery and lifting accessories used or controlled by the school are clearly marked or otherwise provided with safe working load information, including configuration-specific capacities where applicable, and record missing, illegible or corrected markings.

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Record the identity of equipment used to lift loads, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date, including additional examination triggers.

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Record the identity of equipment used to lift people, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date. Use this checklist conditionally where such equipment is used and no written examination scheme specifies different intervals.

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Record inspection of pallets, skips, ladles and similar items used as non-permanent loads, including condition, defects, withdrawal from use and whether the item is safe to lift. Apply this record where such items are carried as loads rather than permanently attached lifting equipment.

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Proportionate operational assurance of an online-safety education or whole-school programme in maintained and academy primary and secondary schools in England.

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Optional governance and assurance review for maintained and academy primary and secondary schools in England. Use the checklist to structure discussion of online-safety provision, record evidence, and assign follow-up actions. Adapt it to the school's arrangements; it does not create a separate legal requirement.

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Operationally monitor persistent and severe absence patterns, affected pupils and cohorts, common barriers, targeted-support decisions, relevant trust or federation comparisons, and escalation of emerging attendance concerns.

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Record regular inspections of physical-education, sports and playground equipment, including condition, defects, restrictions, removal from use and repair or replacement actions.

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Use when a school undertakes an off-site activity or educational visit requiring travelling first-aid provision. Check that the kit matches the activity assessment, is accessible and suitable for the group and activity, and record corrective actions before departure.

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