Forms

Work-related injury and accident reporting record

Record and support the review and reporting workflow for work-related injuries and accidents involving staff or children in maintained and academy primary and secondary schools in England.

Form
CalmComplianceForm template

Work-related injury and accident reporting record

Version
v1
Updated
1 October 2026
Audience
School staff preparing an injury or accident record, and the employer or proprietor responsible for reviewing responsibility, reportability, submissions and resulting actions.
Jurisdiction
england

Blank fields · read-only preview

Use this form to record the incident, identify the responsible reviewer, document the reportability decision, and record any submission and follow-up actions. Complete the reporting and submission fields only where the review determines that a report is required.

Incident details

School name

Required

Enter the name of the maintained or academy primary or secondary school.

Written response

School status

Required

Select the status that applies to the school.

Choose one

  • Maintained school
  • Academy

Incident reference

Required

Use the school's local reference or case number, if one has been assigned.

Written response

Date of incident

Required

Enter the date on which the injury or accident occurred.

Day
Month
Year

Approximate time of incident

Enter the time if known; otherwise record that it is unknown in the incident description.

HH:MM

Location of incident

Required

State where the injury or accident occurred, including the relevant room, area or off-site location.

Written response

Person affected

Required

Select the category that best describes the person who was injured or involved.

Choose one

  • Member of staff
  • Child
  • Other person

Name of person affected

Required

Record the name in accordance with the school's information-handling arrangements.

Written response

Description of injury or accident

Required

Describe what happened, the injury or harm reported, and any relevant circumstances. Do not use this field to make the final reportability decision.

Written response

Immediate actions taken

Required

Record first aid, medical attention, safeguarding or other immediate actions taken, as relevant.

Written response

Witnesses or people notified

Required

List witnesses and people notified, or state that there were none or that this is unknown.

Written response

Responsibility and review

Responsible employer or proprietor

Required

Identify the employer or proprietor responsible for the school and this record.

Written response

Person preparing this record

Required

Enter the name and role of the person preparing the record. Preparation may be delegated, but responsibility remains with the employer or proprietor.

Written response

Responsible reviewer

Required

Enter the name and role of the person responsible for reviewing the record and reportability decision.

Written response

Review date

Required

Enter the date on which the record was reviewed.

Day
Month
Year

Recording and reporting decision

Outcome of reportability review

Required

Select the outcome reached by the responsible reviewer. Apply the relevant legal and organisational criteria before selecting an outcome.

Choose one

  • Record locally; no external report identified as required
  • Record locally and submit an external report
  • Not yet determined
  • Further information required

Basis for decision

Required

Explain the facts and review considerations supporting the selected outcome. If the outcome is not yet determined or further information is required, state what remains outstanding.

Written response

Local record completed

Required

Confirm only after the required incident information and review decision have been recorded.

  • Tick when complete

External submission

External submission is not applicable to the selected outcome

Select this only when the outcome above is not to submit an external report. If an external report is required, leave this unchecked and complete the submission fields.

  • Tick when complete

External reporting body or reporting route

Complete only if the reportability review determined that an external report is required. Record the reporting body or route used.

Written response

Date external report submitted

Complete only if an external report has been submitted.

Day
Month
Year

External submission reference

Complete only if the reporting route provided a reference number or confirmation.

Written response

Person who submitted the report

Complete only if an external report has been submitted.

Written response

Resulting actions and closure

Resulting actions

Required

Record remedial actions, communication, monitoring, investigation, review of controls or other follow-up actions, including the person responsible and any target date.

Written response

Target date for follow-up actions

Enter the target completion date where follow-up actions are required. Leave blank if no further action is required.

Day
Month
Year

Current record status

Required

Select the status that applies at the time this form is completed.

Choose one

  • Open - follow-up required
  • Awaiting information
  • External submission made - awaiting confirmation
  • Closed - actions completed or no further action required

Closure or outstanding matters

Required

Record closure information or explain what remains outstanding.

Written response

CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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