School Estate Risk Report and Action Record template

CalmComplianceForm template

School Estate Risk Report and Action Record

Version: v1
Updated: 1 October 2026

Audience: Staff and pupils in maintained and academy primary and secondary schools in England who are enabled to report building or external-area risks, plus the staff responsible for recording, managing and closing reports.
Jurisdiction: england

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Report scope

Use this form where staff or pupils are enabled to report a building or external-area risk at a maintained or academy primary or secondary school in England. Record the issue and any action taken, including escalation where appropriate.

Report details

Reporter name or identifier

Required

Provide your name or another identifier used by the school. If anonymous reporting is enabled, enter “Anonymous”.

Name, initials or Anonymous

Reporter role

Required

Select all that apply.

Choose all that apply

Staff member
Pupil
Contractor or visitor
Other
Other

If other, please specify

Date reported

Required

Enter the date on which the risk was reported.

Day
Month
Year

School phase

Required

Select the phase relevant to this report.

Choose one

Primary
Secondary

School type

Required

Select the applicable school type.

Choose one

Maintained school
Academy

Issue and location

Short description of the risk

Required

Summarise what appears unsafe or could cause harm.

For example, damaged handrail or blocked fire exit

Risk category

Required

Select all categories that apply.

Choose all that apply

Slip, trip or fall
Fire safety or escape route
Structural condition
Electrical equipment or installation
Water, heating or plumbing
Asbestos or other hazardous material
Security or access
External area, playground or sports facility
Lighting or ventilation
Other
Other

If other, please specify

Exact location

Required

Give enough detail for the issue to be located, such as the building, room, floor, entrance, path or external area.

Building, room or external-area description

Detailed description

Required

Describe what was observed, when it was observed and who or what may be affected. Do not include unnecessary personal information.

Describe the condition or event

People or activities potentially affected

Required

Select all that apply.

Choose all that apply

Pupils
Staff
Visitors
Contractors
People who may need additional access or support
A specific activity or event
Unknown
Other

If other, please specify

Does the issue present an immediate danger?

Required

Select the applicable response. Follow the school's emergency arrangements where immediate danger is present.

Choose one

Yes
No
Uncertain

Controls and action

Existing controls or precautions

Record controls already in place when the report is reviewed, such as barriers, supervision, warning notices or restricted access.

Describe existing controls or enter Not known

Immediate or temporary action taken

Record any action taken to reduce risk before permanent action is completed.

Describe temporary controls or enter None

Action priority

Required

Choose the priority assigned during review.

Choose one

Urgent
High
Routine
Monitor or review
Not yet assessed

Assigned owner

Required

Name the person, role or team responsible for coordinating the response.

Person, role or team

Planned corrective action

Required

Describe the action needed to control or remove the risk.

Describe the planned action

Target completion date

Required

Enter the date by which the planned action is expected to be completed.

Day
Month
Year

External support or specialist input needed

Required

Select all that apply.

Choose all that apply

None identified
Estates or premises team
Competent contractor
Local authority or responsible body
Health and safety adviser
Emergency service
Other
Other

If other, please specify

Escalation required

Required

Select the applicable response. Record details below if escalation is required.

Choose one

Yes
No
To be determined

Escalation details

Complete if escalation is required or has occurred. Record who was notified, when and what decision or response was made.

Record escalation details or enter Not applicable

Completion and closure

Current status

Required

Update this field as the report progresses.

Choose one

New
Under review
Action assigned
Action in progress
Awaiting external input
Completed pending verification
Closed
Accepted for monitoring

Has the planned action been completed?

Required

Select Yes only when the action has been completed and reviewed for effectiveness.

Choose one

Yes
No
Partially
Not applicable

Date action completed or status last reviewed

Required

Enter the date relevant to the current completion or review status.

Day
Month
Year

Closure verification

Required

Record how the action was checked and whether the risk was removed, reduced or remains subject to monitoring.

Describe the verification and outcome

Evidence of closure or current status

Required

Describe the available evidence, such as an inspection record, work order reference, meeting decision or observation. Do not upload documents through this form.

Record evidence details or reference

Further follow-up needed

Required

Select the applicable response.

Choose all that apply

No further follow-up identified
Monitor
Review date set
Additional action required
Escalate further
Other

If other, please specify

Next review date

Complete if monitoring, further action or a later review is required.

Day
Month
Year

Record confirmation

Required

Confirm that the issue details and actions recorded above are accurate to the best of your knowledge.

Tick when complete

School Estate Risk Report and Action Record