School Allergy Serious Incident and Near-Miss Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Maintained and academy primary and secondary schools in England. Complete this form only when a serious allergy incident or near miss occurs.
- Jurisdiction
- england
Blank fields · read-only preview
Complete this record when a serious allergy incident or near miss occurs in the school. Record factual information, actions taken, lessons learned and any follow-up actions.
Incident or near-miss details
Record reference
Use the school's incident-record reference, if one has been assigned.
Written response
Date of incident or near miss
RequiredEnter the date on which the event occurred.
- Day
- Month
- Year
Approximate time of incident or near miss
RequiredUse 24-hour time where known.
HH:MM
Type of event
RequiredSelect all that apply.
Choose all that apply
- Serious allergic reaction or other serious allergy incident
- Near miss
- Suspected or confirmed allergen exposure
- Issue involving emergency allergy medication
- Other event relevant to allergy safety
- Other
If other, please specify
Location or setting
RequiredState where the event occurred, such as classroom, dining area, playground, trip or transport.
Written response
Activity or circumstances at the time
RequiredDescribe what was happening immediately before and during the event.
Written response
Affected person or people
Number of affected people
RequiredInclude anyone who experienced symptoms or was directly exposed in the event.
Number
Minimum: 1 · Maximum: 1000
Affected person details
RequiredFor each affected person, record the name or school identifier, year group or role, and whether the person was a pupil, staff member, visitor or another person. Use the school's approved record-keeping arrangements.
Written response
Known or suspected allergen
RequiredRecord the allergen or suspected allergen. If unknown, say so and describe what was known at the time.
Written response
Symptoms or observed effects
RequiredRecord the signs and symptoms observed, including their onset and progression where known.
Written response
Response and outcome
Immediate response and treatment
RequiredGive a chronological account of the actions taken, including who responded, medication or first aid provided, and when actions occurred.
Written response
Emergency allergy medication used
RequiredSelect all that apply.
Choose all that apply
- Adrenaline auto-injector
- Antihistamine
- Inhaler
- Other emergency medication
- No emergency allergy medication used
- Not known
- Other
If other, please specify
Emergency services contacted
RequiredSelect the applicable response.
Choose all that apply
- Ambulance or emergency medical services
- Another emergency service
- Emergency services not contacted
- Not known
- Other
If other, please specify
Immediate outcome
RequiredRecord the person's condition at the end of the school's response and any onward care or transfer.
Written response
Notifications made
RequiredRecord who was notified, when, and by whom, including parent, carer, emergency contact or relevant school personnel where applicable.
Written response
Contributing factors and immediate actions
Contributing factors
RequiredSelect all factors that may have contributed. Do not select a factor unless it is supported by the information available.
Choose all that apply
- Food preparation, service or labelling
- Possible cross-contact or contamination
- Information not available, communicated or understood
- Supervision or monitoring
- Access to or handling of emergency medication
- Training or knowledge
- Environmental or activity-related factor
- Not yet established
- Other
If other, please specify
Immediate actions taken after the event
RequiredRecord actions taken to make the situation safe, preserve relevant information and reduce the chance of recurrence while the review is ongoing.
Written response
Relevant information preserved
Describe records or items retained for review, such as menus, ingredient information, seating plans, statements or medication records. Do not attach confidential material to this form unless permitted by the school's procedures.
Written response
Review, lessons learned and follow-up
Lessons learned
RequiredRecord what the school has learned from this incident or near miss, including what worked well and what needs to change.
Written response
Follow-up actions
RequiredList each action, the person or role responsible, the target completion date and how completion will be checked.
Written response
Planned follow-up review date
RequiredEnter the date when completion of follow-up actions will be reviewed.
- Day
- Month
- Year
Have all recorded follow-up actions been completed?
RequiredSelect yes only when all actions recorded above have been completed and checked.
Choose one
- Yes
- No
- Not yet due
- Unable to confirm
Person completing or reviewing this record
RequiredRecord the person's name and school role.
Written response
Date this record was completed or reviewed
RequiredEnter the date of the latest completion or review.
- Day
- Month
- Year
Further escalation or review required
Tick if further escalation or review is required under the school's procedures.
- Tick when complete
Additional comments
Record any relevant information not captured elsewhere.
Written response
