Forms

School Health-Surveillance Feedback and Follow-Up Record

Record health-surveillance feedback, worker-raised concerns, further preventive actions, responsible owners, completion status and any resulting reinforcement of training or education.

Form
CalmComplianceForm template

School Health-Surveillance Feedback and Follow-Up Record

Version
v1
Updated
1 October 2026
Audience
Primary and secondary schools in England, including maintained schools and academies, where a health-surveillance scheme operates.
Jurisdiction
england

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Applicability and record details

Use this record only where the school operates a health-surveillance scheme and uses its outputs to identify preventive action, respond to worker concerns or reinforce training and education. Record information at an appropriate level and do not include unnecessary personal medical details.

Which statement describes the school’s current position?

Required

If the school does not operate a health-surveillance scheme, do not complete the remaining sections.

Choose one

  • A health-surveillance scheme operates and this record is being used for follow-up
  • A health-surveillance scheme operates, but there is no feedback or concern to record for this entry
  • The school does not operate a health-surveillance scheme

School name

Required

Enter the name of the school.

Written response

Record reference

Required

Use the school’s local reference convention, if one is in place.

Written response

Date feedback or concern was received

Required

Enter the date on which the relevant health-surveillance feedback or worker-raised concern was received.

Day
Month
Year

Date of review

Required

Enter the date on which this record was reviewed.

Day
Month
Year

Person completing the record

Required

Enter the name or role of the person completing this record.

Written response

Feedback and concerns

What is the source of the information being recorded?

Required

Select all applicable sources.

Choose all that apply

  • Feedback from health surveillance
  • Concern raised by a worker
  • Review of existing preventive action
  • Review of training or education needs
  • Other

If other, please specify

Work activity, task or exposure area concerned

Required

Describe the relevant work activity or exposure area without recording unnecessary personal medical information.

Written response

Summary of feedback or worker-raised concern

Required

Summarise the issue, reported work-related health effect or preventive feedback. Do not include detailed medical information unless it is necessary and authorised for this record.

Written response

Immediate response taken

Record any immediate action taken to address the feedback or concern.

Written response

Further preventive action

Is further preventive action required?

Required

Select the current assessment.

Choose one

  • Yes
  • No
  • Under review

Further preventive action required or considered

Describe the action, including any change to controls, work arrangements, information or supervision.

Written response

Action priority

Use the school’s local criteria to determine priority.

Choose one

  • Immediate
  • High
  • Routine
  • Not applicable

Responsible owner

Enter the person or role responsible for progressing the action.

Written response

Target completion date

Enter the agreed target date where an action is required.

Day
Month
Year

Action status

Required

Select the current status of the preventive action.

Choose one

  • Not started
  • In progress
  • Complete
  • Not required

Actual completion date

Enter the date on which the action was completed, if applicable.

Day
Month
Year

Training and education

Is reinforcement of training or education needed?

Required

Consider whether the feedback or concern identifies a need to reinforce workers’ training or education.

Choose one

  • Yes
  • No
  • Under review

Training or education to be reinforced

Describe the subject or learning point to be reinforced, if applicable.

Written response

Who should receive the reinforcement?

Identify the relevant worker group or role.

Written response

Training or education reinforcement date

Enter the planned or completed date, if applicable.

Day
Month
Year

Follow-up and review

Is further follow-up required?

Required

Select whether the record needs a later review or confirmation.

Choose one

  • Yes
  • No
  • Under review

Next follow-up date

Enter the planned date for follow-up, if required.

Day
Month
Year

Follow-up outcome or outstanding points

Record the outcome of follow-up, any remaining concerns and any further action needed.

Written response

Record status

Required

Select closed only when the record has been reviewed and no further entry is required at this stage.

Choose one

  • Open
  • Closed
  • Superseded by another record

I have recorded only information necessary for this follow-up record and have not included unnecessary personal medical details.

Required

Confirm before submitting the record.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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