Help CenterFor ContractorsOSHA Recordkeeping Maintenance

OSHA Recordkeeping Maintenance

The Field Admin workflow for maintaining OSHA records throughout the year.

When: After any recordable incident, and monthly for case review.

Navigate to Incidents then OSHA Reports.
Review all active OSHA cases for the current year.
For each case, verify all required fields are complete (severity, injury/illness type, body part, days away/restricted, treatment details).
Follow up with supervisors or managers to get missing information.
At year-end, prepare the OSHA 300A Annual Summary — enter average employee count and total hours worked.
Export OSHA 300 Log, 300A Summary, and 301 Report PDFs.

Outcome

OSHA records are current, complete, and exportable.

Common Mistakes

Only reviewing OSHA cases at year-end. Monthly review catches errors early.

What Happens If Skipped

OSHA forms are incomplete at posting time. Scrambling to complete 12 months of records in January is error-prone.