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Schools and Education templates
Schools and Education forms templates. Reviewed starting points you can read in full, then adapt for your organisation, site, and jurisdiction.
Schools and Education templates
Educational Visit Parent or Carer Consent Form
Record written consent for an educational visit where written consent is required, including visits for nursery-age children and visits for older children that require a higher level of risk assessment or take place outside normal school hours.
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New Machinery Conformity and Pre-Use Check
Record checks before new machinery or other work equipment is put into use, including conformity documentation, instructions, manufacturer details, obvious defects, guards, intended-use risk assessment, and acceptance or rejection actions.
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School Absence Reason and Code Correction Record
Record an unexplained or unexpected absence, follow-up attempts, the reason established, the initial Code N entry, the corrected attendance code, the five-school-day deadline and any required amendment to Code O.
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School Admission Register Change and Deletion Return Record
Record admission-register additions, removals and changes, effective attendance dates, address and parent details, deletion grounds, destination information, local-authority submission dates, receipt evidence and follow-up actions.
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School Admission Register Change and Local-Authority Return Record
Record admission-register additions, removals and changes, including attendance dates, pupil and parent details, address changes, applicable deletion reason, destination information, local-authority return details and follow-up.
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School Attendance Contract Non-Compliance Record
Record non-compliance with an attendance contract, the explanation sought and received, review activity, amended terms, warnings or termination correspondence, alternative-intervention decisions, reasons and follow-up actions.
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School Attendance Legal Intervention Decision Record
Record the individual attendance case, family circumstances, support considered or provided, safeguarding considerations, intervention options assessed, selected decision, reasons, approvals and follow-up actions.
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School Attendance Support and Barrier Review Record
Record attendance barriers, discussions with the pupil and parents, relevant young-carer, health or SEND information, support and reasonable adjustments, referrals or partner liaison, phased-return arrangements where used, review outcomes and further actions.
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School Children Missing Education and Absence Enquiry Record
Record concerns relating to children missing education or unexpected and unexplained absence, including enquiries made, information shared, actions taken, referrals, safeguarding decisions, responsible persons and follow-up outcomes.
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School Children Missing Education and Absence Enquiry Record
Record a suspected or confirmed children-missing-education case or unexpected absence, including the trigger, condition status, contacts, reasonable enquiries, information and evidence considered, local-authority communication, referral and closure decisions, deletion safeguards and follow-up ownership.
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School Children Missing Education Joint Enquiry and Case Record
Record the identification of a child missing education case, the circumstances and evidence considered, joint enquiries with the local authority, actions taken without delay, communications, welfare and safeguarding considerations, referrals, decisions, closure and any agreed cessation of further action.
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School Children Missing Education Safeguarding Decision and Referral Record
To record a safeguarding concern involving a child who may be or is missing education, the urgency of consideration, designated safeguarding lead involvement, referral decisions, rationale, immediate actions, and handover or outcome.
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School CME, GIAP Search and Social-Worker Notification Record
Record a possible children-missing-education or unexplained-absence case, GIAP searches and results, relevant worker details, notifications, register-deletion communications, safeguarding actions and follow-up outcomes.
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School Early Years Accident and First-Aid Treatment Record
Record an accident or injury involving a child in early years provision, any first-aid treatment provided, and parent or carer notification.
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School Educational Visit Consent Record
Record visit information, participant details, parental or carer communications, and written consent where it is required for the educational visit.
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School Educational Visit Evaluation and Incident Record
Record the evaluation of a completed educational visit from planning through delivery, including incidents, accidents, near-misses, lessons learned, actions and responsibility for follow-up.
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School Exclusion Alternative Provision and Attendance Coding Record
Record a suspension or permanent exclusion, consecutive school days, alternative-provision arrangements, commissioning details, attendance at the provision, the applicable attendance code or Code D, and follow-up responsibilities.
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School External Activity Provider Due-Diligence Record
Record due-diligence checks for an external organisation providing an educational-visit activity to a maintained or academy school in England.
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School First Attendance-Day Registration Record
Record the circumstances and dates relevant to entering a pupil on the admission register, including the agreed or notified attendance date, the date and time of entry, evidence of first attendance where no date was agreed or notified, and any invalid registration requiring prompt deletion.
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School First-Attendance and Absence Enquiry Record
Record the agreed starting date, absence trigger, contact attempts, outcomes, information obtained, local-authority notification, welfare or safeguarding considerations and follow-up ownership for a pupil who fails to attend as expected.
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School GIAP CME Search and Follow-Up Record
Record a case involving a child considered to be missing education and, where applicable, GIAP searches or search logs, identifiers used, search dates, results, custom-list status, resulting contacts or safeguarding actions, and follow-up decisions.
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School GRT Pupil Departure and Local-Authority Notification Record
Record the departure of a Gypsy, Roma or Traveller pupil who leaves a maintained or academy primary or secondary school in England without an identified destination school, including destination checks, local-authority notification, transition circumstances and continuity-of-education follow-up actions.
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School Health Surveillance Feedback and Preventive-Action Record
To record health-surveillance outputs, worker-raised concerns, occupational-health feedback, preventive actions, referrals, changes to controls, and related training or educational reinforcement while avoiding unnecessary confidential health information.
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School In-Year Admission and Fair Access Decision Record
Record an in-year application, receipt date, applicant communications, decision and reasons, written notification, local-authority notification, fair-access allocation or referral, behavioural grounds, and any School Attendance Order naming consultation or agreement.
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School In-Year Admission Application and Decision Record
Record an in-year admission application, its receipt, assessment, decision, written notification, local-authority notification where relevant, and any fair access or behavioural-refusal considerations.
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School Lifting Equipment Commissioning and Assembly Examination Record
Record the pre-use examination of lifting equipment that is newly acquired, assembled, installed or relocated, including its identity, location, assembly or installation details, competent person, examination result, defects and authorisation or refusal to use.
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School Long-Term Pupil Sickness Return Record
Record the basis for a sickness return for an eligible pupil and document the local-authority submission and available submission evidence.
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School Maintained-Pupil Common Transfer File Record
Record the transfer trigger, pupil and destination-school details, common transfer file, transmission date, delivery or receipt confirmation, and any exception, failed-transfer or follow-up action.
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School Online-Safety Evidence Proforma
Optional evidence record for online-safety policies, support and reporting mechanisms, staff training, teaching and learning, and whole-school community engagement and education. It is designed for senior leaders in maintained and academy primary and secondary schools in England that choose to record this evidence; an equivalent evidence record may be used instead.
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School Online-Safety Governance Evidence Record
Optional structured record for governing-board or trustee consideration of online-safety policies, support and reporting mechanisms, staff training, teaching and learning, community engagement, evidence reviewed, actions agreed and completion status.
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School Persistent and Severe Absence Targeted Support Record
Record evidence, barriers, targeted support, partner involvement, re-engagement, escalation and outcomes for pupils missing 10% or more of school, with prioritised and more intensive support for pupils absent for 50% or more of school.
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School Pupil Transfer and Destination Notification Record
Record a pupil's departure or transfer, destination-school checks, common transfer file details and transmission confirmation, local-authority notification where required, notification dates and continuity-of-education follow-up.
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School Special Attendance Circumstance Record
Record the applicable attendance circumstance, supporting information, decision or provider notification, national attendance code, dates, additional absence classification and any resulting support or follow-up.
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School Suspension and Exclusion Local-Authority Notification Record
Record the suspension or permanent-exclusion decision, relevant pupil and exclusion details, notification to the local authority, transmission method, acknowledgement where available, and any failed-notification follow-up.
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School Suspension and Permanent-Exclusion Local-Authority Notification Record
Record each suspension or permanent exclusion notified to the local authority, including pupil and exclusion details, notification timing, content, acknowledgement where available, and follow-up actions.
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School Unreturned or Continuously Absent Pupil Enquiry Record
Record leave or continuous absence details, contact attempts, reasonable enquiries, information obtained, coordination with the School Local Authority, safeguarding or escalation decisions, and the outcome of an enquiry concerning a pupil who has not returned from leave or has a continuous period of absence.
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School Work Equipment Defect and Return-to-Service Record
Record the identification, isolation, assessment, corrective work, verification and authorisation of dangerous or defective work equipment or powered gates before any return to service.
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School Young-Person Placement Safety Record
Record the preparation, organisation and safety arrangements for a young person's work-experience, work-based-learning, employment or apprenticeship placement hosted or arranged by a school.
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School Youth Offending Team Education Contact and Resettlement Record
Record contact with the Youth Offending Team worker, educational needs and progress discussed, information shared, sentence-period liaison, return-to-school planning and agreed follow-up actions.
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School Failure to Attend Agreed Start Record
Record the agreed or notified starting day, the pupil's failure to attend, contact and follow-up attempts, the reason established, any admission-register action, and resulting safeguarding or attendance follow-up.
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