Forms

School Occupational-Health Professional Input Record

Record the identity and competence basis of the occupational-health professional involved, their advice or scheme-design input, the date and scope of that input, and the resulting health-surveillance arrangements. Use this record conditionally when a school establishes or revises a health-surveillance scheme and obtains input from a competent occupational-health professional.

Form
CalmComplianceForm template

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

Required

Enter the full legal or operating name of the school.

Enter school name

School type

Required

Select the applicable school type.

Choose one

  • Maintained primary school
  • Maintained secondary school
  • Primary academy
  • Secondary academy

Purpose of this record

Required

Identify 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

Required

Enter the name of the occupational-health professional who provided the input.

Enter full name

Professional role or job title

Required

For example, occupational physician, occupational-health nurse or occupational hygienist.

Enter role or job title

Organisation or practice

Required

Enter the organisation, practice or service with which the professional is associated.

Enter organisation or practice

Professional contact details

Required

Provide an email address, telephone number or other work contact route.

Enter work contact details

Basis on which competence was considered

Required

Select 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

Required

Summarise 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

Required

Enter the date on which the advice, review or scheme-design input was provided.

Day
Month
Year

Method of input

Required

Select 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

Required

Describe the work activities, hazards, staff groups, exposures, proposed surveillance or other matters considered.

Describe the scope of the input

Advice or scheme-design input

Required

Record 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

Required

Select 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

Required

Describe 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

Required

Enter the name and role of the person responsible for maintaining this record.

Enter name and role

Record completeness confirmation

Required

Confirm that the record accurately reflects the professional input and the arrangements recorded.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.