School Occupational-Health Professional Input Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Primary and secondary maintained and academy schools in England, excluding independent schools.
- Jurisdiction
- england
Blank fields · read-only preview
Complete this record where the school establishes or revises a health-surveillance scheme and obtains input from a competent occupational-health professional. The source describes professional input as usual practice, not an absolute requirement.
School and record details
School name
RequiredEnter the full legal or operating name of the school.
Enter school name
School type
RequiredSelect the applicable school type.
Choose one
- Maintained primary school
- Maintained secondary school
- Primary academy
- Secondary academy
Purpose of this record
RequiredIdentify whether the record concerns a new or revised health-surveillance scheme.
Choose one
- Establishing a new health-surveillance scheme
- Revising an existing health-surveillance scheme
Occupational-health professional
Professional's name
RequiredEnter the name of the occupational-health professional who provided the input.
Enter full name
Professional role or job title
RequiredFor example, occupational physician, occupational-health nurse or occupational hygienist.
Enter role or job title
Organisation or practice
RequiredEnter the organisation, practice or service with which the professional is associated.
Enter organisation or practice
Professional contact details
RequiredProvide an email address, telephone number or other work contact route.
Enter work contact details
Basis on which competence was considered
RequiredSelect all relevant bases and record supporting details in the next field.
Choose up to 5
- Relevant professional qualification
- Current professional registration
- Relevant occupational-health experience
- Experience designing or operating health-surveillance schemes
- School or employer due-diligence review
- Other
If other, please specify
Competence details and evidence considered
RequiredSummarise relevant qualifications, registration, experience and any checks or information considered by the school.
Record the competence basis and details considered
Relevant occupational-health experience in years
Enter the number of completed years of relevant experience, if known.
Number
Minimum: 0 · Maximum: 100
Input provided
Date of professional input
RequiredEnter the date on which the advice, review or scheme-design input was provided.
- Day
- Month
- Year
Method of input
RequiredSelect all methods used for the professional input.
Choose up to 5
- Written advice
- Meeting or consultation
- Workplace or task assessment
- Review of existing documents
- Scheme-design workshop or planning
- Other
If other, please specify
Scope of professional input
RequiredDescribe the work activities, hazards, staff groups, exposures, proposed surveillance or other matters considered.
Describe the scope of the input
Advice or scheme-design input
RequiredRecord the professional's advice, recommendations, limitations, assumptions and any matters requiring further review.
Record the advice or scheme-design input
Resulting health-surveillance arrangements
Health-surveillance arrangements resulting from the input
RequiredSelect all arrangements that apply, and describe the details in the next field.
Choose up to 8
- Staff groups or individuals requiring surveillance identified
- Relevant health risks or exposures identified
- Type or content of surveillance defined
- Surveillance frequency or review interval defined
- Referral or escalation process defined
- Record-keeping or confidentiality arrangements defined
- Further professional input required
- No arrangements determined yet
- Other
If other, please specify
Details of resulting arrangements
RequiredDescribe the agreed or proposed arrangements, responsible roles, implementation actions and any conditions or outstanding decisions. Do not include unnecessary personal medical information.
Describe the resulting arrangements and outstanding actions
Planned review or follow-up date
Enter the planned date for reviewing the advice or arrangements, if one has been set.
- Day
- Month
- Year
School record owner
RequiredEnter the name and role of the person responsible for maintaining this record.
Enter name and role
Record completeness confirmation
RequiredConfirm that the record accurately reflects the professional input and the arrangements recorded.
- Tick when complete
