Forms

School Workplace and School-Activity RIDDOR Reporting Record

Record the responsible person's assessment of whether an incident may be reportable under RIDDOR, the reporting decision, HSE notification details where applicable, incident circumstances and resulting actions.

Form
CalmComplianceForm template

School Workplace and School-Activity RIDDOR Reporting Record

Version
v1
Updated
1 October 2026
Audience
Responsible persons and designated staff in maintained and academy schools in England.
Jurisdiction
england

Blank fields · read-only preview

Use this record for an incident involving an employee or for a qualifying incident involving a pupil, visitor or another person arising from school work or an organised school activity. Record the responsible person's assessment and retain the supporting incident information. Consider the applicable HSE RIDDOR guidance where the reporting position is uncertain.

Incident details

School incident reference

Required

Enter the school's internal reference for this incident.

Written response

Date of incident

Required

Enter the date on which the incident occurred.

Day
Month
Year

Approximate time of incident

Required

Use the local time and state if the time is approximate.

Written response

Location of incident

Required

Give the school location or the location of the organised activity.

Written response

Context of the incident

Required

Select all contexts that apply. Include an organised school activity where relevant.

Choose all that apply

  • On school premises
  • On an organised school activity
  • During a school work activity
  • During travel connected with an organised school activity
  • Other context requiring explanation
  • Other

If other, please specify

Category of person affected

Required

Select the category that best describes the person whose injury or death is being assessed.

Choose one

  • Employee
  • Pupil
  • Visitor
  • Other person
  • Other

If other, please specify

Name or identifier of affected person

Required

Record the person's name or an internal identifier in accordance with the school's information-handling arrangements.

Written response

What happened?

Required

Describe the sequence of events, the work activity or organised activity, and how the injury or other outcome arose.

Written response

Possible contributing factors

Required

Select all factors considered relevant to the incident.

Choose all that apply

  • How the work activity was organised
  • Supervision or supervision arrangements
  • Use or condition of equipment
  • Use or condition of substances
  • Condition of the premises
  • Not yet established
  • No contributing factor identified at this stage
  • Other

If other, please specify

Outcome and hospital treatment

Outcome of the incident

Required

Select all outcomes that apply at the time of this assessment.

Choose all that apply

  • Death
  • Injury
  • Possible dangerous occurrence
  • Near miss or no injury
  • Other outcome
  • Other

If other, please specify

Was the person taken directly from the scene to hospital for treatment?

Answer only where an injury occurred. Examinations and diagnostic tests are not treatment for this assessment. If the person was not taken directly from the scene, select the applicable alternative.

Choose one

  • Yes — taken directly from the scene for hospital treatment
  • No — not taken directly from the scene
  • Taken for examination or diagnostic tests only
  • Not applicable
  • Not yet known

Hospital treatment details

If applicable, record the hospital, date of attendance and treatment information known to the school.

Written response

RIDDOR assessment and decision

Responsible person's reportability assessment

Required

Assess against the applicable RIDDOR criteria, including the person's category, the connection with a work activity or organised school activity, the outcome, and any direct hospital treatment. If uncertain, record the uncertainty and seek appropriate advice.

Choose one

  • Considered reportable
  • Considered not reportable
  • Uncertain — further advice or information required
  • Pending information

Potential RIDDOR reporting category

Select all categories considered relevant. Complete this field when the incident is considered reportable or the category remains under assessment.

Choose all that apply

  • Fatality
  • Major injury
  • Dangerous occurrence
  • Work-related injury involving direct hospital treatment
  • Other potentially reportable category
  • No category identified
  • Other

If other, please specify

Rationale for the assessment

Required

Explain the facts and criteria relied on, including why the incident was or was not considered connected with a work activity or organised school activity.

Written response

Reporting decision

Required

Record the action currently decided. Use the conditional options only where they apply to the assessment above.

Choose one

  • Notify HSE
  • Do not notify HSE
  • Seek further advice before deciding
  • Await further information before deciding

HSE notification details

HSE notification reference

Complete only if an HSE notification has been submitted.

Written response

Date HSE was notified

Complete only if an HSE notification was submitted. Fatal and major injuries and dangerous occurrences should be notified without delay.

Day
Month
Year

HSE notification method

Complete only if an HSE notification was submitted.

Choose one

  • Online notification
  • Telephone notification
  • Other method
  • Other

If other, please specify

Notification notes

Record any confirmation, follow-up requirement, or reason a notification was not made. Complete as applicable.

Written response

Immediate and follow-up actions

Immediate actions taken

Required

Record first aid, emergency response, safeguarding or welfare actions, area or equipment controls, and notifications made.

Written response

Follow-up and preventive actions

Required

Record actions to address any relevant organisation, supervision, equipment, substance or premises issue, together with the person responsible and target date.

Written response

Is further review required?

Required

Select whether the record, controls or reporting decision needs review.

Choose one

  • Yes
  • No

Review date

Complete if further review is required.

Day
Month
Year

Name or role of responsible person

Required

Identify the person who completed or approved this assessment.

Written response

Date of assessment

Required

Enter the date this record was completed or updated.

Day
Month
Year

Record completion confirmation

Required

Confirm that the information recorded is accurate to the best of your knowledge at the time of completion.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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School Workplace and School-Activity RIDDOR Reporting Record template - CalmCompliance