Policies

School Health Surveillance Scheme and Occupational-Health Input Record

To record the occupational-health needs considered, the competent occupational health professional who provided input, the competence basis for that professional, the advice or scheme-design input received, and the resulting health surveillance arrangements for a maintained or academy primary or secondary school in England establishing a health surveillance scheme.

Plan Template
CalmCompliancePlan Template

School Health Surveillance Scheme and Occupational-Health Input Record

Version
v1
Updated
1 October 2026

Fields in brackets are completed when you adapt this template.

This record is for [school name], a [school type] school in England. It applies where the school is establishing a health surveillance scheme.

Scheme context

The health surveillance scheme covers [surveillance scope] and is intended for [employee or worker group] who may require health surveillance because of [occupational health need considered].

Health surveillance schemes should usually be set up with input from a competent occupational health professional. This record identifies the professional involved and describes how that input informs the scheme.

Occupational health professional

The occupational health professional who provided input is [occupational health professional name], whose role or professional designation is [professional role or designation].

The competence basis recorded for this professional is [competence basis].

Advice or scheme-design input

The occupational health professional provided the following advice or scheme-design input: [occupational health advice or scheme design input].

The occupational-health needs considered in developing the scheme were [occupational health needs considered].

Resulting surveillance arrangements

The resulting health surveillance arrangements are [resulting surveillance arrangements].

The arrangements identify [people included in surveillance], the health surveillance activities to be provided as [surveillance activities], and the responsible occupational health contact as [responsible occupational health contact].

Status and review

The current status of this scheme is [scheme status]. The school will review the scheme when [review trigger].

Sources

  1. Health surveillance - HSEHealth and Safety Executive (HSE)
CalmCompliance · v1Template for adaptation

Template details

Type
Plan Template
Version
v1
Updated
1 October 2026
Sections
16 sections
  • Health surveillance - HSE

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