01

Identify the institution and activity

Record the legal school and district or operator name, public or private status, event, location, date, staff, coaches, transport provider, and outside organizations involved.

02

Protect the student’s privacy

Keep nurse and incident reports, medical records, communications, permission forms, handbook provisions, attendance information, witness details, images, and equipment identity in a secure file.

03

Separate records from conclusions

A report may contain incomplete or conflicting accounts. Preserve each source and note who created it instead of rewriting the event into one confident story.

04

Ask about special procedures

Public schools can raise notice, immunity, records, or defendant-identification questions, while private schools and contractors may require a different analysis. Ask local counsel promptly.

Working checklist

Information to gather or questions to ask

  • School and district or operator
  • Incident and nurse reports
  • Policies and permission forms
  • Witness and video leads
  • Transport or equipment details