Report intake
Preserve the original concern.
Record when the concern arrived, who reported it, and their own account before interpretation.
- Reporter role and contact method.
- Date, location, and channel.
- Exact words, actions, and affected people.
Describe your setting and review process. Makeform builds a structured threat assessment form for reports, sources, findings, actions, and follow-up.
Route submitted records to email, Google Sheets, Slack, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. Each example suggests structure; it does not complete an assessment.
Audience
School safety team members
Format
Multi-section review with source and follow-up fields
Prompt size
336 chars
Example form structure
Multi-section review with source and follow-up fields
Report source, date, and channel
Exact words or behavior reported
Information sources reviewed
Team findings and rationale
Action owner and review date
Suggested routing tags
New report
Team review
Follow-up due
Separate direct observations from secondhand reports. Record a source and date for every entry.
Step 1
Receive
capture the report, source, time, and immediate context
Step 2
Review
assemble records, interviews, observations, and team input
Step 3
Plan
document findings, safeguards, owners, and deadlines
Step 4
Reassess
record changes, completed actions, and the next decision
Structured team review
A threat assessment form supports consistent documentation. Reviewers still apply their process, judgment, and escalation procedures.
Capture exact statements, conduct, dates, witnesses, and attachments. Label each source to distinguish secondhand reports from observations.
Conditional logic opens access, target, timing, or immediate-danger detail only when triggered.
Document participants, information considered, rationale, measures, and the next review date.
Adapt to your setting
Generate the stage you need, then match wording, routing, and required fields to your protocol.
Record what happened, when, where, who may be affected, and follow-up contact.
Organize sources, context, protective factors, findings, and rationale.
Assign steps, owners, target dates, and next-review criteria.
Log new facts, completed actions, changes, and the reason for revising or closing the plan.
Build the workflow
Makeform creates the field structure; your team decides procedures, access, response, and judgment.
Name reviewers, intake channels, review factors, escalation language, approvals, and follow-up cadence.
Use neutral wording, separate facts from interpretations, and add conditional detail.
Choose recipients and notifications. Limit case information to authorized people.
Run a fictional scenario, check branches, and confirm owners, due dates, and review fields.
Documentation approaches
Online forms improve collection and routing, but do not replace emergency procedures, corroboration, team review, or judgment.
Field guide
Start with these six sections, then align them with your procedures and review team.
Report intake
Record when the concern arrived, who reported it, and their own account before interpretation.
Sources & chronology
Pair chronology entries with dates and sources, and allow uploads for relevant records.
Context & behavior
Ask neutrally about behavior, circumstances, access, timing, planning, and protective supports.
Immediate response
Capture immediate danger indicators and protocol steps. Urgent help should never wait for a form review.
Findings & rationale
Record participants, considered information, unknowns, and rationale. Avoid automatic conclusions from isolated answers.
Plan & reassessment
Assign protective, supportive, communication, or monitoring actions and schedule review.
Related tools
Connect assessment records with incident intake, behavior reporting, safety observation, and follow-up.
Capture the first account, timing, people, witnesses, and attachments.
Open toolOffer a focused reporting channel for bullying concerns that may need review by a school safety team.
Open toolDocument behavior, context, staff responses, and follow-up.
Open toolOrganize workplace interviews, sources, findings, and follow-up.
Open toolRecord workplace conditions and observed practices that belong in an operational safety workflow.
Open toolDocument completed actions, unresolved items, handoffs, and closure rationale after a security response.
Open toolFAQ
Practical answers for school and workplace teams building a structured, human-reviewed documentation process.
It is a structured team record for a reported concern, sources, behavior and context, immediate actions, findings, rationale, assigned measures, and follow-up. It supports the process; it does not make the assessment.
Include the source and time, exact statements or actions, location, affected people, witnesses, records, context, access concerns, protective factors, immediate steps, reviewers, rationale, action owners, deadlines, and reassessment date.
It can organize answers, but should not turn isolated responses into a high-impact safety judgment. Use trained human reviewers, corroborate information, document uncertainty, and follow your approved framework.
Show your urgent-response instructions prominently. If someone appears to face immediate danger, follow the appropriate emergency procedure rather than waiting for a submission review. Record contacts and protective steps afterward.
Yes. Schools may route to administrators and counselors; workplaces may route to HR and security. Keep shared fields for facts, sources, rationale, actions, and review dates, then customize roles and terminology.
Use distinct fields for exact words or observed behavior, sources, and reviewer analysis. Date chronology entries, distinguish observations from secondhand reports, and record team rationale separately.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and use the form without a response cap. The paid tier removes the Makeform badge.
Link reviews with a case ID. Record new information, completed actions, changes, unresolved concerns, plan revisions, owners, deadlines, rationale, and the next review date.
Give your safety team a clearer record.