Template Library
What Do You Need a Template For?
414 published starting points across Checklists, Policies, Forms, Risk Assessments, and Training. Read them for free. One click adds a template to your Calm trial so you can adapt it for your organisation, site, and jurisdiction.
170 templates shown of 414

Adventure Activity Educational Visit Risk Assessment
Reusable unscored risk register for schools in England to identify and assess hazards associated with educational visits involving caving, climbing, trekking, watersports or another activity requiring an adventure-activity licence. Use conditionally where the visit includes such an activity; do not treat this resource as evidence that a particular visit, provider or control has been completed or adopted.
v1

COSHH Information, Training and Emergency Material
Help relevant school workers and contractors understand COSHH assessment findings, risks, exposure limits and protective measures, and know how to use identified controls and PPE and respond appropriately to accidents, emergencies and contractor-related substance risks.
3 lessons · v1

COSHH Risk Assessment and Control Arrangement
Identify harmful substances and hazardous processes, assess exposure routes, frequency and duration, identify affected workers and other people, and document existing controls and further actions. Apply the control hierarchy before relying on personal protective equipment.
v1

COSHH Storage, Waste, Cleaning and Spill Procedure
To control storage, labelling, segregation of incompatible materials, waste disposal, cleaning and spill response where the school stores, handles, disposes of or cleans up hazardous substances or contamination from them.
18 sections · v1

Educational Visit Parent or Carer Consent Form
Record written consent for an educational visit where written consent is required, including visits for nursery-age children and visits for older children that require a higher level of risk assessment or take place outside normal school hours.
v1

Educational Visits Coordinator Role and Competence Guidance
To guide schools organising educational visits on the educational visits co-ordinator role, delegated authority, competence, provider assessment, advice to leaders and approvers, and the arrangement where the headteacher assumes the duty.
13 sections · v1

Educational Visits Coordinator Training
To help the educational visits co-ordinator, or the headteacher undertaking that duty, understand the role, its capability expectations, its support to colleagues, and the importance of access to appropriate training, advice and guidance.
3 lessons · v1

External Educational Activity Provider Due-Diligence Checklist
Check an external educational-activity provider's safety arrangements, insurance, legal compliance, policies, risk assessments, controls, vehicles, competence, safeguarding, accommodation, subcontracting, licensing and written allocation of responsibilities.
v1

Higher-Risk Educational Visit Risk Assessment
Reusable, unscored risk register for educational visits that may fall outside current school policies or require additional planning. Record the visit-specific hazards, confirmed existing controls and proposed controls without presuming that any control, approval or arrangement has been completed.
v1

New Machinery Conformity and Pre-Use Check
Record checks before new machinery or other work equipment is put into use, including conformity documentation, instructions, manufacturer details, obvious defects, guards, intended-use risk assessment, and acceptance or rejection actions.
v1

New Work Equipment Purchase Risk Assessment
Reusable, unscored register for assessing proposed work equipment or machinery before purchase, including intended use, users, foreseeable health and safety risks, manufacturer controls and supplier engagement where equipment is complex or custom-built.
v1

Nominated health and safety lead role guidance
To guide a maintained or academy school in England that appoints, or is considering appointing, a nominated health and safety lead by setting out the authority, time, resources, competence, reporting arrangements and support associated with the role.
14 sections · v1

Off-Site Activity First-Aid Provision Assessment
Reusable unscored register for assessing first-aid provision before an educational visit, outdoor learning session or other off-site activity. Record activity-specific hazards, confirm existing controls separately from proposed controls, and identify further actions without assigning numerical risk values.
v1

School Absence Reason and Code Correction Record
Record an unexplained or unexpected absence, follow-up attempts, the reason established, the initial Code N entry, the corrected attendance code, the five-school-day deadline and any required amendment to Code O.
v1

School Absence Reason Enquiry and Code N Procedure
To provide a procedure for maintained and academy primary and secondary schools in England to follow up every unexplained or unexpected absence, record Code N when the reason is unknown at register close, enter the correct code when the reason is established, and amend Code N to Code O when the reason remains unknown after five school days.
12 sections · v1

School Accessibility Plan
To set out how a maintained school or academy in England identifies and addresses barriers to access for pupils and staff, records reasonable adjustment needs, and reviews progress.
19 sections · v1

School Accessibility Plan and Reasonable Adjustments
To provide a clear plan for identifying accessibility barriers, assessing needs, recording actions to make school buildings accessible, and documenting reasonable adjustments where an assessment identifies a need.
24 sections · v1

School Admission Register and Local-Authority Returns Procedure
This procedure supports maintained and academy primary and secondary schools in England to enter pupils on the admission register from the required attendance date, keep admission-register information accurate and up to date, record notified changes of address, make applicable local-authority returns, and provide the required information when a pupil’s name is deleted.
24 sections · v1

School Admission Register and Pupil Transfer Procedure
To provide a consistent procedure for maintaining an accurate admission register, making New Pupil Returns, recording changes promptly, coordinating pupil transfers and applying the stated deletion safeguards for pupils of compulsory school age and sixth-form cases. This procedure applies conditionally to maintained and academy primary and secondary schools in England when the relevant circumstance occurs; the circumstances and exceptions for each pupil must be checked.
31 sections · v1

School Admission Register Change and Deletion Return Record
Record admission-register additions, removals and changes, effective attendance dates, address and parent details, deletion grounds, destination information, local-authority submission dates, receipt evidence and follow-up actions.
v1

School Admission Register Change and Local-Authority Return Record
Record admission-register additions, removals and changes, including attendance dates, pupil and parent details, address changes, applicable deletion reason, destination information, local-authority return details and follow-up.
v1

School Admission Register Entry and Failure-to-Start Procedure
To guide maintained and academy primary and secondary schools in England when entering a pupil on the admission register and following up when a pupil does not attend on an agreed starting day.
14 sections · v1

School Adventure Activity Visit Risk Assessment
Reusable, unscored pre-visit risk register for maintained and academy primary and secondary schools in England planning educational visits that include caving, climbing, trekking, watersports or another activity requiring an adventure-activity licence. Use before the visit; do not use this resource to add activities during the trip. Complete site-, provider-, participant- and activity-specific details separately where applicable.
v1

School AED Use Information and Instructions
To provide accessible information and written instructions for using an automated external defibrillator where the school has chosen to provide one following its first-aid needs assessment.
10 sections · v1

School AED User Training
To help staff in eligible English schools understand when fuller AED user training is relevant, distinguish legal status from the value of confidence-building, and recognise the importance of following the AED manufacturer's information and written instructions.
2 lessons · v1

School Allergy Policy and IHP Template Use Guidance
Guide maintained and academy primary and secondary schools in England on the optional use and adaptation of supplied allergy safety policy and Individual Healthcare Plan templates as example material, including recording how the examples informed the school's own documents and arrangements.
11 sections · v1

School Allergy Safety Staff Training
To help all staff in maintained and academy primary and secondary schools understand why allergy safety arrangements matter and recognise the main elements of a whole-school approach.
2 lessons · v1

School Alternative Provision After Exclusion Procedure
To guide maintained schools and academies in England in arranging alternative provision and recording attendance when the stated conditions apply following a suspension or permanent exclusion.
14 sections · v1

School Attendance Action Plan
To provide a comprehensive plan for a maintained or academy school in England where attendance is struggling, setting out the attendance problems, actions, owners, support arrangements, review points, progress reporting, evaluation and links to wider school-improvement or school-to-school support.
28 sections · v1

School Attendance and Admission Register Information Recording Procedure
To provide a procedure for recording and retaining the information required in the attendance and admission registers of a local-authority-maintained or academy primary or secondary school in England, using the school’s register system and local arrangements.
25 sections · v1

School Attendance and Children Missing Education Monitoring and Referral Procedure
To provide a procedure for daily attendance monitoring, action on poor or irregular attendance, attendance returns, identification of suspected or confirmed children missing education, referral to the home local authority, continuing reasonable enquiries, and communication until closure or agreed cessation. It is applicable to maintained and academy primary and secondary schools in England when the relevant attendance or children-missing-education circumstances arise.
21 sections · v1

School Attendance Contract Non-Compliance Record
Record non-compliance with an attendance contract, the explanation sought and received, review activity, amended terms, warnings or termination correspondence, alternative-intervention decisions, reasons and follow-up actions.
v1

School Attendance Contract Non-Compliance Review Procedure
To provide a consistent procedure for responding to non-compliance with a live attendance contract in a maintained or academy school in England, while considering the parent’s explanation, whether the difficulty was within the parent’s control, whether the contract remains useful, and whether another intervention should be pursued.
21 sections · v1

School Attendance Legal Intervention Decision Procedure
To support case-by-case decisions about whether to use an attendance contract, education supervision order, attendance prosecution, parenting order or penalty notice for an individual pupil, taking account of the family’s circumstances, available support and safeguarding duties, with the aim of changing parental behaviour and recording the rationale.
23 sections · v1

School Attendance Legal Intervention Decision Record
Record the individual attendance case, family circumstances, support considered or provided, safeguarding considerations, intervention options assessed, selected decision, reasons, approvals and follow-up actions.
v1

School Attendance Policy
To explain how {{school_name}} sets attendance expectations, records attendance, responds to absence, supports pupils facing barriers to attendance, shares information, liaises with the local authority, provides governance oversight and reviews its arrangements as attendance barriers evolve.
20 sections · v1

School Attendance Register and Absence Policy
To set out how {{school_name}} records attendance and absence accurately, takes the attendance register, records lateness and specified absence circumstances, follows up illness absence, and monitors engagement with remote education where applicable.
26 sections · v1

School Attendance Support and Barrier Review Record
Record attendance barriers, discussions with the pupil and parents, relevant young-carer, health or SEND information, support and reasonable adjustments, referrals or partner liaison, phased-return arrangements where used, review outcomes and further actions.
v1

School Attendance Support Before Legal Action Procedure
To help maintained and academy schools in England identify attendance support available to an individual pupil and family, assess whether that support is appropriate, record support provided or offered, and use the assessment when deciding whether attendance legal action should proceed.
21 sections · v1

School Child-Centred CME Identification and Support Procedure
To provide a child-centred procedure for identifying concerns about children missing education, considering their circumstances and welfare, sharing relevant information, making referrals where needed, taking prompt follow-up action, and recording concerns, actions and outcomes.
22 sections · v1

School Children Missing Education and Absence Enquiry Record
Record concerns relating to children missing education or unexpected and unexplained absence, including enquiries made, information shared, actions taken, referrals, safeguarding decisions, responsible persons and follow-up outcomes.
v1

School Children Missing Education and Absence Enquiry Record
Record a suspected or confirmed children-missing-education case or unexpected absence, including the trigger, condition status, contacts, reasonable enquiries, information and evidence considered, local-authority communication, referral and closure decisions, deletion safeguards and follow-up ownership.
v1

School Children Missing Education Governance and Accountability Policy
To provide a clear governance and accountability framework for attendance, admission-register accuracy, children missing education, local-authority cooperation, safeguarding escalation, fair access, in-year admissions and support for pupils at risk of disengagement in a maintained or academy primary or secondary school in England.
40 sections · v1

School Children Missing Education Governance Policy
To set out how {{school_name}} considers the statutory children-missing-education guidance, assigns responsibilities, identifies and supports children missing education, records that the guidance has been considered, and documents reasonable grounds for any departure from it.
22 sections · v1

School Children Missing Education Joint Enquiry and Case Record
Record the identification of a child missing education case, the circumstances and evidence considered, joint enquiries with the local authority, actions taken without delay, communications, welfare and safeguarding considerations, referrals, decisions, closure and any agreed cessation of further action.
v1

School Children Missing Education Policy and Procedure
To set out arrangements for maintained schools and academy trusts in England to have regard to statutory children-missing-education guidance, identify and support children missing education through a child-centred approach, identify concerns, share information, take prompt action and record reasonable grounds for any departure from the guidance.
47 sections · v1

School Children Missing Education Referral and Joint Enquiries Procedure
To provide a procedure for maintained and academy primary and secondary schools in England when a pupil is suspected or identified as missing education, including prompt referral, joint reasonable enquiries, communication with the home local authority and safeguards before deletion of a pupil’s name in specified prolonged-absence circumstances.
18 sections · v1

School Children Missing Education Safeguarding Decision and Referral Record
To record a safeguarding concern involving a child who may be or is missing education, the urgency of consideration, designated safeguarding lead involvement, referral decisions, rationale, immediate actions, and handover or outcome.
v1

School Children Missing Education Safeguarding Escalation Procedure
To guide staff in maintained and academy primary and secondary schools in England when a pupil is suspected or identified as missing education and there is a concern about the pupil’s safety or welfare.
15 sections · v1

School CME, GIAP Search and Social-Worker Notification Record
Record a possible children-missing-education or unexplained-absence case, GIAP searches and results, relevant worker details, notifications, register-deletion communications, safeguarding actions and follow-up outcomes.
v1

School Computing Online-Safety Progression Plan
To provide a computing curriculum progression plan for maintained and academy primary and secondary schools in England, supporting safe, responsible, respectful and secure technology use at each relevant key stage, reflecting different and escalating online risks and showing where pupils can obtain help and support.
23 sections · v1

School contractor risk management procedure
To support school leaders in managing purchasing and contracting procedures, communicating site-specific risks and relevant precautions, overseeing contractor activities, and responding to accidents or incidents where contractors work on a maintained or academy school site in England.
22 sections · v1

School COSHH exposure and control risk assessment
Reusable, unscored register for identifying harmful substances and process-generated contaminants, assessing exposure routes and affected people, recording existing controls separately from proposed controls, and assigning further actions. Complete it for the specific substances, processes, locations and people at risk. Where lead or asbestos is relevant, consider the separate regulatory arrangements rather than treating this register as a substitute for them.
v1

School COSHH information, controls and emergency training
To help school workers and contractors understand the COSHH assessment information relevant to their work, use identified controls and PPE correctly, know where to find local accident and emergency arrangements, and understand how hazardous substances brought onto school premises by contractors are managed.
3 lessons · v1

School COSHH storage, waste, cleaning and spill procedure
To control exposure where the school stores, handles, disposes of, or cleans up hazardous substances or contamination from them by restricting access, managing storage and waste, maintaining suitable cleaning arrangements, and responding promptly and safely to spillages.
15 sections · v1

School Cross-Area Penalty Notice History Check
Record a case-specific check of school and local-authority moves within the previous three years, enquiries about penalty notices for the parent and pupil, responses or unavailable-information records, and the resulting escalation decision.
v1

School Cross-School Attendance Practice-Sharing Plan
To provide a plan for multi-academy trusts and federation governing bodies in England to create regular opportunities for staff from different schools to analyse attendance patterns, identify common issues and barriers, share effective interventions and resources, and apply learning across their schools.
17 sections · v1

School Daily Attendance and Children Missing Education Prevention Checklist
Daily operational assurance activity for monitoring the attendance register, responding to unexpected or poor attendance, preparing or making relevant attendance returns, and escalating emerging children-missing-education concerns for case handling.
v1

School Daily Attendance Register and Data-Quality Checklist
Daily operational assurance that morning and afternoon attendance has been recorded, absence coding and applicable part-time timetable entries have been checked, unexpected absence has been identified, and required information or follow-up has been progressed.
v1

School Early Years Accident and First-Aid Treatment Record
Record an accident or injury involving a child in early years provision, any first-aid treatment provided, and parent or carer notification.
v1

School Early Years Child-Appropriate First-Aid Box Checklist
Check that an accessible early years first-aid box is available and contains equipment appropriate for use with children in the school's early years provision.
v1

School Education Supervision Order Review Checklist
Support the school’s participation in each Education Supervision Order review meeting by recording review attendance, contributions, current actions and directions, amendments, unresolved barriers and follow-up ownership. Use only where an Education Supervision Order is in force and the school is required to participate; this checklist does not replace professional or legal decisions.
v1

School Education Supervision Order Review Procedure
To support the school's participation in Education Supervision Order review meetings, preparation of relevant school information, discussion of current actions and directions, consideration of amendments, attendance recording, and follow-up with the local authority and other relevant parties where an Education Supervision Order is in force for a pupil connected with the school.
17 sections · v1

School Educational Visit Consent Record
Record visit information, participant details, parental or carer communications, and written consent where it is required for the educational visit.
v1

School Educational Visit Evaluation and Incident Record
Record the evaluation of a completed educational visit from planning through delivery, including incidents, accidents, near-misses, lessons learned, actions and responsibility for follow-up.
v1

School Educational Visit Planning and Approval Procedure
To help staff in maintained and academy primary and secondary schools in England classify educational visits, prepare proportionate plans and risk assessments where required, confirm competent leadership, obtain informed approval where required, and record the decision before departure.
23 sections · v1

School Educational Visit Pre-Departure Assurance Checklist
Operationally verify that the visit classification, planning, risk assessment, approvals, consent, provider checks, activity controls, emergency communications and leader briefing are addressed before departure.
v1

School Educational Visits Coordinator Competence Training
To help an educational visits co-ordinator, or a headteacher undertaking that duty, understand the role, expected competence, support for risk assessment, oversight of staff and providers, approval advice, and access to specialist guidance for educational visits.
5 lessons · v1

School Electronic Admission Register Management Procedure
To provide a procedure for maintaining the school admission register electronically, entering all compulsory and non-compulsory pupils, and making the register and its operation capable of being evidenced and audited where this procedure applies.
27 sections · v1

School Exclusion Alternative Provision and Attendance Coding Record
Record a suspension or permanent exclusion, consecutive school days, alternative-provision arrangements, commissioning details, attendance at the provision, the applicable attendance code or Code D, and follow-up responsibilities.
v1

School External Activity Provider Due-Diligence Record
Record due-diligence checks for an external organisation providing an educational-visit activity to a maintained or academy school in England.
v1

School External Activity Provider Responsibilities Procedure
To guide a maintained or academy school in England when assessing an external organisation for an educational-visit activity and agreeing responsibilities in writing, particularly where the organisation will supervise children or provide an adventure activity.
14 sections · v1

School First Attendance-Day Registration Record
Record the circumstances and dates relevant to entering a pupil on the admission register, including the agreed or notified attendance date, the date and time of entry, evidence of first attendance where no date was agreed or notified, and any invalid registration requiring prompt deletion.
v1

School First-Aid Arrangements and Personnel Procedure
To define how the school determines and provides first-aid equipment, facilities and personnel for employees, records decisions arising from its first-aid needs assessment, communicates the arrangements, and applies appointed-person responsibilities where the assessment indicates that a first-aider is unnecessary.
24 sections · v1

School First-Aid Container Stock and Expiry Checklist
Use this checklist for each first-aid box or other first-aid container provided by the school. It applies where the school provides first-aid boxes or other first-aid equipment; contents and locations should be checked against the current first-aid needs assessment.
v1

School First-Aid Equipment and Stock Check
Check first-aid facilities, boxes, kits and supplies against the school's first-aid needs assessment, including accessibility, suitability, contents, expiry dates, undated-item fitness, medicines restrictions, replenishment, disposal and any additional equipment identified as necessary.
v1

School First-Aid Facilities and Eye-Irrigation Checklist
Check first-aid rooms and associated facilities for suitability, accessibility, clear identification, supervision arrangements and readiness, including sterile eye-irrigation supplies where mains tap water is not readily available.
v1

School First-Aid Needs and Provision Assessment
Reusable, unscored assessment for determining and recording first-aid needs and provision for employees, pupils, visitors and other relevant people in maintained and academy primary and secondary schools in England. The assessment should reflect the school's staffing, premises, population, activities and actual hazards.
v1

School First-Aid Needs and Provision Risk Assessment
Reusable, unscored register for assessing first-aid needs in maintained and academy schools in England, including workplace hazards and risks, organisation size, staffing, premises, activities and foreseeable attendance, and for recording existing and proposed controls separately.
v1

School First-Aid Training Level and Coverage
Help school staff understand how to use the school's first-aid needs assessment to select an appropriate level and mix of workplace first-aid training and to plan sufficient trained first-aider coverage where the assessment identifies relevant risks or circumstances.
2 lessons · v1

School First-Attendance and Absence Enquiry Record
Record the agreed starting date, absence trigger, contact attempts, outcomes, information obtained, local-authority notification, welfare or safeguarding considerations and follow-up ownership for a pupil who fails to attend as expected.
v1

School First-Attendance and Unexpected-Absence Response Procedure
To provide a clear procedure for following up a newly registered pupil who does not attend on the agreed starting day, establishing the reason for absence, recording contact attempts and outcomes, notifying the local authority where the pupil cannot be located, and responding appropriately to relevant welfare or safeguarding concerns.
14 sections · v1

School GIAP CME Search and Custom-List Guidance
To guide a maintained or academy primary or secondary school in England, where applicable, when investigating a child who may be missing education: use Get Information About a Pupil to help establish whether the child is registered at another school, retain the identifiers and search results used, and create and revisit a custom CME list where that approach is used.
13 sections · v1

School GIAP CME Search and Follow-Up Record
Record a case involving a child considered to be missing education and, where applicable, GIAP searches or search logs, identifiers used, search dates, results, custom-list status, resulting contacts or safeguarding actions, and follow-up decisions.
v1

School GRT Pupil Departure and Destination-Check Procedure
To support continuity of education when a Gypsy, Roma or Traveller pupil leaves a maintained or academy primary or secondary school in England without an identified destination school, including during transition between primary and secondary school.
13 sections · v1

School GRT Pupil Departure and Local-Authority Notification Record
Record the departure of a Gypsy, Roma or Traveller pupil who leaves a maintained or academy primary or secondary school in England without an identified destination school, including destination checks, local-authority notification, transition circumstances and continuity-of-education follow-up actions.
v1

School Hazardous Substances Inventory and Secure Storage Procedure
To provide a procedure for schools that store or use dangerous materials or chemicals to maintain an up-to-date inventory, secure hazardous substances, restrict access through school-specific arrangements, and link storage and handling arrangements to applicable COSHH controls and school-specific hazards.
16 sections · v1

School health and safety concern reporting procedure
To provide staff with a clear local route for raising health and safety concerns, cooperating with employer and contractor arrangements, receiving a response and escalating unresolved matters, subject to the arrangements that apply to the school.
20 sections · v1

School health and safety policy
To set out proportionate health and safety responsibilities and arrangements for staff, pupils, visitors and contractors at {{school_name}}, subject to the school's employer type and operating arrangements.
26 sections · v1

School health and safety policy
To set out the proportionate health and safety responsibilities and arrangements for {{school_name}}, so that governance, school leadership, staff, contractors and others work together to manage health and safety responsibly.
30 sections · v1

School health and safety risk assessment
Reusable, unscored register for identifying significant risks to staff, pupils, visitors and others affected by school activities, recording verified existing controls separately from proposed controls, and documenting review triggers and resulting actions.
v1

School Health Surveillance Feedback and Preventive-Action Record
To record health-surveillance outputs, worker-raised concerns, occupational-health feedback, preventive actions, referrals, changes to controls, and related training or educational reinforcement while avoiding unnecessary confidential health information.
v1

School Higher-Risk Educational Visit Risk Assessment
Reusable, unscored risk register for proportionate assessment of educational visits outside existing school policies or requiring additional planning. Record visit-specific hazards, existing controls, proposed controls, participant capabilities, planning requirements and approval requirements without pre-populating site observations, equipment links, maps or risk scores.
v1

School Hired Lifting Equipment Current Report Check
Before hired lifting equipment or accessories are used, record the equipment identity, hire details, current thorough-examination report, restrictions or defects, responsible checker and decision to accept or reject the equipment. Use this checklist conditionally when the school hires lifting equipment or accessories.
v1

School Illness Absence and Medical Evidence Policy
To provide a clear, consistent and proportionate approach for accepting parent notifications of illness absence and requesting medical evidence when there is a genuine and reasonable basis to do so.
13 sections · v1

School In-Year Admission and Fair Access Decision Record
Record an in-year application, receipt date, applicant communications, decision and reasons, written notification, local-authority notification, fair-access allocation or referral, behavioural grounds, and any School Attendance Order naming consultation or agreement.
v1

School In-Year Admission Application and Decision Record
Record an in-year admission application, its receipt, assessment, decision, written notification, local-authority notification where relevant, and any fair access or behavioural-refusal considerations.
v1

School In-Year Admissions and Fair Access Procedure
To provide a clear procedure for the publication and administration of school-managed in-year admissions, application routes and forms, local-authority notifications, written decisions, fair-access protocol compliance, behavioural admission restrictions and cooperation with local-authority School Attendance Order naming processes in applicable maintained and academy schools in England.
24 sections · v1

School Late-Arrival Pattern Review Checklist
Review late-arrival records to identify patterns, check whether explanations have been sought from parents, record proportionate responses, and assign follow-up actions.
v1

School Lifting Accessory Thorough Examination Record
Record the identity and condition of a lifting accessory, the competent person's thorough examination, findings, defects, restrictions, remedial actions, examination basis and next due date.
v1

School Lifting Equipment Commissioning and Assembly Examination Record
Record the pre-use examination of lifting equipment that is newly acquired, assembled, installed or relocated, including its identity, location, assembly or installation details, competent person, examination result, defects and authorisation or refusal to use.
v1

School Lifting Equipment Safe Working Load and Marking Checklist
Check that lifting machinery and lifting accessories used or controlled by the school are clearly marked or otherwise provided with safe working load information, including configuration-specific capacities where applicable, and record missing, illegible or corrected markings.
v1

School Lifting Equipment Thorough Examination Record for Load-Lifting Equipment
Record the identity of equipment used to lift loads, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date, including additional examination triggers.
v1

School Lifting Equipment Thorough Examination Record for People-Lifting Equipment
Record the identity of equipment used to lift people, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date. Use this checklist conditionally where such equipment is used and no written examination scheme specifies different intervals.
v1

School Local Penalty Notice Code Compliance Procedure
To guide maintained and academy schools in England, and relevant police and local-authority officers, when obtaining, applying, communicating and retaining evidence of the local authority’s current published Code of Conduct for issuing fixed penalty notices.
22 sections · v1

School LOLER Competent-Person and Examination Arrangements
To provide a procedure for a school that uses or controls lifting equipment or lifting accessories subject to LOLER thorough examination, covering identification, appointment of a competent person, separation of servicing from examination, examination intervals and event-triggered examinations, retention of reports, and action on defects.
23 sections · v1

School Long-Term Pupil Sickness Return Record
Record the basis for a sickness return for an eligible pupil and document the local-authority submission and available submission evidence.
v1

School Maintained-Pupil Common Transfer File Procedure
To provide a procedure for a maintained school in England to send a common transfer file when a pupil ceases to be registered at the school and becomes registered at another school in England or Wales.
17 sections · v1

School Maintained-Pupil Common Transfer File Record
Record the transfer trigger, pupil and destination-school details, common transfer file, transmission date, delivery or receipt confirmation, and any exception, failed-transfer or follow-up action.
v1

School Non-Permanent Load Container Inspection Record
Record inspection of pallets, skips, ladles and similar items used as non-permanent loads, including condition, defects, withdrawal from use and whether the item is safe to lift. Apply this record where such items are carried as loads rather than permanently attached lifting equipment.
v1

School Off-Site Activity First-Aid Procedure
To help visit leaders in maintained and academy schools in England assess first-aid provision before educational visits and other off-site activities, identify additional equipment for specialised activities, provide a suitable travelling first-aid kit, and apply additional arrangements where early years education is involved.
21 sections · v1

School Online Concern Reporting and Support Procedure
To provide child-friendly routes for reporting online concerns, inappropriate contact or content, cyber crime and fraud; explain trusted-adult and school support; connect reports with safeguarding and child-protection processes; and set out arrangements when a concern follows an online-safety lesson or activity.
24 sections · v1

School Online Safety and Online Behaviour Policy
To help pupils, staff, parents and carers understand the school’s expectations for safe, responsible and respectful online behaviour, how concerns can be reported and responded to, and how online-safety teaching and support connect with school life and safeguarding.
25 sections · v1

School Online Safety and Online Harms Curriculum Progression Plan
To support maintained and academy primary and secondary schools in England that include online-safety and online-harms teaching in relationships education, relationships and sex education, health education, computing or citizenship. The plan provides adaptable progression for age, development and pupil needs.
38 sections · v1

School Online Safety Curriculum Content Guidance
To support primary and secondary maintained schools and academies in England to plan age- and developmentally appropriate online-safety teaching where relevant relationships education, relationships and sex education, health education, computing or citizenship content is delivered.
36 sections · v1

School Online Safety Governance Policy
To provide a conditional framework for a primary or secondary maintained school or academy in England to reflect online-safety principles in safeguarding, child-protection, behaviour and bullying arrangements; clarify local responsibilities; set expectations for staff, pupils and parents; establish reporting and escalation routes; and support communication and review.
32 sections · v1

School Online Safety Lesson Safeguarding Risk Assessment
Reusable, unscored register for identifying and managing safeguarding risks before online-safety lessons or related activities that may prompt disclosures or address sensitive online harms.
v1

School Online Safety Programme Assurance Checklist
Proportionate operational assurance of an online-safety education or whole-school programme in maintained and academy primary and secondary schools in England.
v1

School Online Safety Reporting and Support Procedure
To help pupils, staff and parents or carers identify how online concerns can be reported and supported, and to link those routes with the school's safeguarding and child-protection processes. This procedure is applicable, where adopted and adapted, to maintained and academy primary and secondary schools in England. School-specific contacts, reporting routes and external support references must reflect the school's current safeguarding arrangements and the platforms or services relevant to pupils.
22 sections · v1

School Online Safety Staff Capability and Resource Review
Help school staff understand why online-safety learning and resources should remain current and relevant to pupils, and how information available to the school can support review and timely adaptation of online-safety teaching or practice.
2 lessons · v1

School Online Safety Through Relationships and Health Education Curriculum Guidance
To support primary and secondary maintained schools and academies in England, where applicable, to teach age-appropriate online safety and online harms through the relevant statutory relationships and health education provision.
11 sections · v1

School Online-Safety Evidence Proforma
Optional evidence record for online-safety policies, support and reporting mechanisms, staff training, teaching and learning, and whole-school community engagement and education. It is designed for senior leaders in maintained and academy primary and secondary schools in England that choose to record this evidence; an equivalent evidence record may be used instead.
v1

School Online-Safety Governance Evidence Record
Optional structured record for governing-board or trustee consideration of online-safety policies, support and reporting mechanisms, staff training, teaching and learning, community engagement, evidence reviewed, actions agreed and completion status.
v1

School Online-Safety Governance Review Checklist
Optional governance and assurance review for maintained and academy primary and secondary schools in England. Use the checklist to structure discussion of online-safety provision, record evidence, and assign follow-up actions. Adapt it to the school's arrangements; it does not create a separate legal requirement.
v1

School Online-Safety Governance Review Procedure
Optional guidance for governing boards or trustees of maintained and academy primary and secondary schools in England. It provides a framework for supporting school leaders to keep children safe online, including review of online-safety policies and recording actions or reasonable decisions. It should be integrated with the school's existing safeguarding and governance arrangements and is not a separate statutory requirement.
23 sections · v1

School Parent Pupil-Details Update Notice
To encourage parents and carers to notify the school whenever their child’s personal details or education arrangements change, using the school’s established communication channels.
12 sections · v1

School Penalty Notice Pre-Issue and Local-Authority Referral Procedure
To provide a procedure for authorised staff in England to check with the local authority before issuing a penalty notice, send copies of issued notices, retain transmission records, and apply the local authority’s current process for avoiding duplicate or inappropriate notices.
12 sections · v1

School Persistent and Severe Absence Monitoring Checklist
Operationally monitor persistent and severe absence patterns, affected pupils and cohorts, common barriers, targeted-support decisions, relevant trust or federation comparisons, and escalation of emerging attendance concerns.
v1

School Persistent and Severe Absence Targeted Support Record
Record evidence, barriers, targeted support, partner involvement, re-engagement, escalation and outcomes for pupils missing 10% or more of school, with prioritised and more intensive support for pupils absent for 50% or more of school.
v1

School Physical-Education and Playground Equipment Inspection Checklist
Record regular inspections of physical-education, sports and playground equipment, including condition, defects, restrictions, removal from use and repair or replacement actions.
v1

School Powered Gate and Dangerous Work Equipment Isolation Procedure
To define the immediate controls for a powered gate or other work equipment where a dangerous condition or suspected safety defect is identified, including switching off, supervised safe-mode use, restriction of use, competent-person action, and return to service.
13 sections · v1

School Prevent and Online Radicalisation Training
Help relevant staff in maintained and academy primary and secondary schools in England recognise risks from online extremist and terrorist content, understand how online radicalisation can occur, support pupil resilience, identify activity that may be criminal, and seek help through trusted school and external arrangements.
4 lessons · v1

School Prolonged-Absence Deletion and Joint Enquiry Procedure
To provide a controlled procedure for a maintained or academy primary or secondary school in England before considering deletion of a pupil’s name under grounds H or I following prolonged absence.
19 sections · v1

School Pupil Transfer and Destination Notification Record
Record a pupil's departure or transfer, destination-school checks, common transfer file details and transmission confirmation, local-authority notification where required, notification dates and continuity-of-education follow-up.
v1

School Register Deletion Safeguards Procedure
To guide maintained and academy schools in England when assessing whether deletion of a pupil’s name from the admission register may proceed under return-after-leave, continuous-absence, compulsory-school-age or sixth-form grounds, while ensuring that reasonable support, health-related circumstances and possible attendance legal action are considered.
20 sections · v1

School Relationships and Health Education Online-Safety Plan
To provide a curriculum plan for teaching online safety and online harms through statutory relationships education, relationships and sex education, and health education, where applicable to {{school_name}}.
15 sections · v1

School Remote-Education Engagement Monitoring Procedure
To set out how a maintained or academy primary or secondary school in England should keep records of pupil engagement with remote education and monitor that engagement when pupils receive remote education, while keeping those records distinct from formal attendance-register entries.
8 sections · v1

School Schedule 19 Emergency Medication First-Aid Training
Help school first-aiders recognise when a first-aid needs assessment indicates that additional training should be considered for the emergency administration of specified Schedule 19 prescription-only medication.
1 lesson · v1

School SEND Attendance Support and Review Plan
To support proportionate work with {{pupil_name}} and {{parent_or_carer_names}} where the pupil’s SEND needs may not be adequately supported and this may be affecting attendance or continued participation, including regular review of support and, where significant unmet need exists for a pupil with an EHC plan, liaison with the local authority about whether an early review is needed.
19 sections · v1

School Senior Mental Health Lead Role Guidance
To guide maintained and academy primary and secondary schools in England that choose to identify a senior mental health lead, by describing the role's strategic oversight of the whole-school approach to mental health and wellbeing.
8 sections · v1

School Severely Absent Pupil Additional Provision Plan
To help a maintained or academy primary or secondary school in England record how additional or alternative provision is being considered and coordinated for a severely absent pupil, based on the pupil’s assessed barriers and needs.
29 sections · v1

School Special Attendance Circumstance Record
Record the applicable attendance circumstance, supporting information, decision or provider notification, national attendance code, dates, additional absence classification and any resulting support or follow-up.
v1

School Special Attendance Circumstances and Coding Procedure
To support accurate attendance-register recording for local-authority-arranged education, dual registration, medical or dental appointments, maternity leave, religious observance and illness in maintained and academy primary and secondary schools in England, where the relevant circumstance applies.
34 sections · v1

School Suspension and Exclusion Local-Authority Notification Procedure
To ensure that, where applicable, a maintained or academy primary or secondary school in England informs the local authority without delay whenever a pupil is suspended or permanently excluded, regardless of the length of the suspension, and records the notification and any available acknowledgement.
16 sections · v1

School Suspension and Exclusion Local-Authority Notification Record
Record the suspension or permanent-exclusion decision, relevant pupil and exclusion details, notification to the local authority, transmission method, acknowledgement where available, and any failed-notification follow-up.
v1

School Suspension and Permanent-Exclusion Local-Authority Notification Record
Record each suspension or permanent exclusion notified to the local authority, including pupil and exclusion details, notification timing, content, acknowledgement where available, and follow-up actions.
v1

School Swimming and Hydrotherapy Pool Operations Risk Assessment
Reusable unscored risk register for schools in England that operate swimming or hydrotherapy pools. Use it to assess the whole user population, identify necessary controls and emergency arrangements, and review whether a fatal incident could occur quickly. Complete only where the school operates, or plans to operate, a swimming or hydrotherapy pool.
v1

School Underpinning Online-Safety Knowledge and Behaviours Guidance
To guide age- and developmentally appropriate teaching that helps pupils navigate the online world safely and confidently, regardless of the device, platform or app.
10 sections · v1

School Unexpected and Unexplained Absence Response Procedure
To provide a prompt response to every unexpected and unexplained absence of a pupil on the school roll, including enquiries to establish the pupil’s whereabouts, recording of attempts and escalation where there is reason to believe the pupil is in immediate danger or at risk of harm.
13 sections · v1

School Unreturned or Continuously Absent Pupil Enquiries Procedure
To provide a consistent process for identifying when reasonable enquiries may be needed for a pupil who has not returned from leave or has had a continuous period of absence, working with the School Local Authority, recording enquiries and contact attempts, escalating concerns and documenting outcomes.
17 sections · v1

School Unreturned or Continuously Absent Pupil Enquiry Record
Record leave or continuous absence details, contact attempts, reasonable enquiries, information obtained, coordination with the School Local Authority, safeguarding or escalation decisions, and the outcome of an enquiry concerning a pupil who has not returned from leave or has a continuous period of absence.
v1

School Whole-School Online Safety Implementation Plan
To guide a maintained or academy primary or secondary school in England in embedding online-safety and online-harms education within school culture, ethos, environment, safeguarding practice, family and community partnerships, pupil engagement, peer support where used, and responses to emerging issues.
28 sections · v1

School Work Equipment Defect and Return-to-Service Record
Record the identification, isolation, assessment, corrective work, verification and authorisation of dangerous or defective work equipment or powered gates before any return to service.
v1

School Work Equipment Suitability and Machinery Guarding Risk Assessment
Reusable unscored risk register for assessing work equipment suitability, dangerous parts, access to danger zones, guarding, protective devices, use, inspection, maintenance, training and further actions in schools.
v1

School Work-Experience and Work-Based-Learning Safety Procedure
To support the safe preparation and organisation of work-experience and work-based-learning placements by setting out arrangements for placement information, responsibilities, work-environment checks, introduction, instruction, supervision, communication and, where applicable, involvement of health and safety representatives.
21 sections · v1

School Young Person Induction and Supervision Training
To help staff in primary and secondary schools in England understand their responsibilities when employing or hosting people under 18, provide clear instruction and training, adjust supervision to experience and maturity, and recognise how health and safety representatives may support workplace introduction and ongoing training.
3 lessons · v1

School Young Worker Health, Safety and Welfare Arrangements
To define how the school prepares and organises arrangements for under-18 workers, work-experience participants and apprentices, including work-based-learning placements, so that applicable placements provide a safe introduction to the work environment.
20 sections · v1

School Young-Person Placement Safety Record
Record the preparation, organisation and safety arrangements for a young person's work-experience, work-based-learning, employment or apprenticeship placement hosted or arranged by a school.
v1

School Young-Person Workplace Safety Risk Assessment
Reusable, unscored risk register for assessing health, safety and welfare risks for people under 18 who are employed or hosted by a maintained or academy school in England, including workers, work-experience participants and apprentices. Apply only where relevant to the person's role, workplace, activities and supervision needs.
v1

School Youth Offending Team Education and Resettlement Contact Procedure
To provide a clear procedure for maintaining appropriate communication with a pupil’s Youth Offending Team worker while the pupil remains on the school roll in criminal-justice custody, including educational needs, progress, contact during the sentence and return-to-school resettlement planning.
22 sections · v1

School Youth Offending Team Education Contact and Resettlement Record
Record contact with the Youth Offending Team worker, educational needs and progress discussed, information shared, sentence-period liaison, return-to-school planning and agreed follow-up actions.
v1
School-Wide Health and Safety Risk Assessment
Reusable, unscored register for identifying, documenting and managing applicable school-wide health and safety risks in maintained and academy primary and secondary schools in England. Use only for risk topics relevant to the school's premises, activities and workforce; it is distinct from optional ordinary classroom checklist reviews.
v1

Senior Mental Health Lead Role Description
To describe the strategic oversight role of the senior mental health lead for the whole-school approach to mental health and wellbeing, where a maintained or academy school in England chooses to identify such a lead.
10 sections · v1
Specialist Classroom and Facility Activity Risk Register
Reusable, unscored risk register for identifying hazards, recording verified existing controls, and defining proposed controls for specialist classrooms and facilities. Use separate entries for the activities, equipment and substances relevant to each facility.
v1

Staff health and safety information and training
Help school staff in England understand the health-and-safety information and training relevant to their work, their everyday employee duties, and when additional or specific training may be needed.
3 lessons · v1

Staff school health and safety information and training
To help staff in maintained and academy primary and secondary schools in England understand their health and safety responsibilities, recognise the importance of communicated site risks and controls, cooperate with others, and identify when role-appropriate training, competence and local reporting arrangements are needed.
3 lessons · v1

Travelling First-Aid Kit Checklist
Use when a school undertakes an off-site activity or educational visit requiring travelling first-aid provision. Check that the kit matches the activity assessment, is accessible and suitable for the group and activity, and record corrective actions before departure.
v1

Work Equipment Suitability and Selection Procedure
To provide a consistent process for selecting and providing work equipment where a school in England provides or uses equipment at work, so that the equipment is suitable for the intended job and risks arising from its use are prevented or controlled.
17 sections · v1

School Failure to Attend Agreed Start Record
Record the agreed or notified starting day, the pupil's failure to attend, contact and follow-up attempts, the reason established, any admission-register action, and resulting safeguarding or attendance follow-up.
v1

School Register Opening and Late Arrival Policy
To set a consistent register-opening period for every session and establish expectations for discouraging late arrival and seeking explanations from parents.
8 sections · v1