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
Blank fields · read-only preview
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?
RequiredIf 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
RequiredEnter the name of the school.
Written response
Record reference
RequiredUse the school’s local reference convention, if one is in place.
Written response
Date feedback or concern was received
RequiredEnter the date on which the relevant health-surveillance feedback or worker-raised concern was received.
- Day
- Month
- Year
Date of review
RequiredEnter the date on which this record was reviewed.
- Day
- Month
- Year
Person completing the record
RequiredEnter the name or role of the person completing this record.
Written response
Feedback and concerns
What is the source of the information being recorded?
RequiredSelect 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
RequiredDescribe the relevant work activity or exposure area without recording unnecessary personal medical information.
Written response
Summary of feedback or worker-raised concern
RequiredSummarise 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?
RequiredSelect 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
RequiredSelect 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?
RequiredConsider 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?
RequiredSelect 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
RequiredSelect 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.
RequiredConfirm before submitting the record.
- Tick when complete
