Manage OSHA Recordkeeping

How to manage OSHA cases, classify incidents, and generate 300/300A/301 forms.

When: After any recordable incident, and annually for summary preparation.

From the Incidents page, click OSHA Reports.
Review active OSHA cases for the current year.
For each case, ensure all fields are complete: severity classification, injury/illness type, body part, days away, days restricted, treatment details.
Classify unclassified cases (the dashboard OSHA Quick Stats card shows how many need attention).
At year-end, prepare the annual summary (OSHA 300A) with average employees and total hours worked.
Use the export function to generate OSHA 300 Log, 300A Summary, and 301 Incident Report PDFs.

Outcome

OSHA forms are complete, current, and exportable as inspection-ready PDFs.

Common Mistakes

Leaving cases unclassified. The dashboard flags these, but they must be resolved before annual posting.

What Happens If Skipped

OSHA recordkeeping violations. The 300 Log must be maintained and the 300A must be posted February 1 through April 30 each year.