School Serious Allergy Incident and Near-Miss Learning Record

Select all that apply.

Enter the date on which the incident or near miss occurred.

Record the time if known, using the 24-hour clock. If the exact time is not known, provide the best available estimate.

Enter the name of the school where the event occurred.

State where the event occurred, such as classroom, dining hall, playground, trip location or transport.

Describe the activity taking place, such as eating, food preparation, lesson, break, sport, trip or medication administration.

Enter the name of the person making this record.

Examples include class teacher, first aider, designated safeguarding lead, allergy lead, senior leader or catering manager.

Use the school's approved identifier or initials where appropriate. Avoid recording unnecessary personal information.

Select the category that applies.

Complete for a pupil if known; otherwise record the person's role or enter not applicable.

Record the known or suspected allergen or exposure. If unknown, state that it is unknown.

Select the status known at the time of the event.

If an Individual Healthcare Plan was available or relevant, record the relevant instructions, review date, or discrepancy identified. If not applicable, state not applicable.

Record the emergency medication available, its location, accessibility, expiry status if checked, and any issue with access or use. If not applicable, state not applicable.

Describe what was observed and whether symptoms developed, resolved, continued or were absent. Record only factual information available to the person completing the record.

Include first aid, emergency medication, removal from exposure, supervision, emergency services contact and other relevant actions. Do not use this field as a substitute for the school's emergency response procedures.

Select one option.

If emergency services or healthcare support was contacted, record the time, service contacted, advice received, attendance or transfer details, and any follow-up required. If not applicable, state not applicable.

Record who was contacted, when, by whom and the information shared, in line with the school's privacy and communication arrangements.

Record key times, such as discovery, first response, medication administration, emergency services contact, handover and return or transfer.

Enter the name and role of the person leading or coordinating the investigation.

Enter the date on which the investigation started.

Summarise the evidence reviewed and the factual sequence established. Identify information that remains uncertain.

Consider food or allergen information, communication, supervision, training, storage, cleaning, access to medication, Individual Healthcare Plan arrangements and environmental factors, but record only factors supported by the investigation.

Record what should be continued, changed or communicated to reduce the risk of recurrence and improve the response to future events.

Record any internal notification, policy or Individual Healthcare Plan review, safeguarding consideration, external notification or other follow-up, including items that remain outstanding.

Select one option.

For each action, record the action, reason, expected outcome, owner, target date, status and dependencies. If no action is required, explain why.

Enter the person responsible for coordinating completion of the action plan.

Enter the planned completion date. If no actions are outstanding, enter the date the record was closed.

Select all statuses that apply to the action plan.

Describe the evidence available for completed actions, such as a revised record, meeting minute, training record, communication record, inspection result or review note. Do not include links to restricted systems or unnecessary personal information. If actions are not complete, describe the evidence still required.

Enter the planned date to review whether actions have addressed the identified issue. If no review is required, explain this in the completion evidence.

Select the current status of this record.

Enter the name and role of the person who reviewed this record, if a review has taken place. If not yet reviewed, state not yet reviewed.

Enter the date of senior review. If not yet reviewed, enter the date this record was completed.

Confirm that, to the best of your knowledge, this record is based on the information available and that uncertainties or outstanding actions have been identified.

• Tick when complete