Forms

School Allergy Serious Incident and Near-Miss Record

To record a serious allergy incident or near miss occurring in the school, including the circumstances, response, contributing factors, immediate actions, lessons learned and follow-up actions.

Form
CalmComplianceForm template

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

Required

Enter the date on which the event occurred.

Day
Month
Year

Approximate time of incident or near miss

Required

Use 24-hour time where known.

HH:MM

Type of event

Required

Select 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

Required

State where the event occurred, such as classroom, dining area, playground, trip or transport.

Written response

Activity or circumstances at the time

Required

Describe what was happening immediately before and during the event.

Written response

Affected person or people

Number of affected people

Required

Include anyone who experienced symptoms or was directly exposed in the event.

Number

Minimum: 1 · Maximum: 1000

Affected person details

Required

For 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

Required

Record the allergen or suspected allergen. If unknown, say so and describe what was known at the time.

Written response

Symptoms or observed effects

Required

Record the signs and symptoms observed, including their onset and progression where known.

Written response

Response and outcome

Immediate response and treatment

Required

Give 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

Required

Select 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

Required

Select 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

Required

Record the person's condition at the end of the school's response and any onward care or transfer.

Written response

Notifications made

Required

Record 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

Required

Select 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

Required

Record 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

Required

Record 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

Required

List each action, the person or role responsible, the target completion date and how completion will be checked.

Written response

Planned follow-up review date

Required

Enter the date when completion of follow-up actions will be reviewed.

Day
Month
Year

Have all recorded follow-up actions been completed?

Required

Select 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

Required

Record the person's name and school role.

Written response

Date this record was completed or reviewed

Required

Enter 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

CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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