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OSHA Record Keeping and Reporting Cheat Sheet

Are your business's records and reports comprehensive and up to date? Use this cheat sheet to make sure you have the records and protocols to help your employees.

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How compliant is your organization?

Accidents happen. When they do, you need to record information quickly to ensure both swift action and proper reporting to avoid hefty citations and potential legal action. Use Novara’s OSHA Reporting Cheat Sheet to navigate the complexities of OSHA reporting. Or, discover how you can streamline OSHA reportable accidents through Novara Flex.

The Importance of Record Keeping

Record Keeping Best Practice

Record Keeping Exemptions

Recordable Injuries and Illnesses

Reportable Injuries and Illnesses

How to Report Events

Reportable Injuries and Illnesses

  1. There are several options for getting in contact with OSHA:
  2. By telephone, calling the OSHA area office
  3. By telephone, calling the 24-hour OSHA hotline: 1-800-321-OSHA (6742)
  4. Electronically, using the reporting phone at https://www.osha.gov/pls/ser/serform.html
  5. Remember that if the area office is closed, you must still report the incident within the timeline outlined by your state

Required Reporting Information

  1. Establishment name
  2. Location of the work-related incident
  3. Time of the work-related incident
  4. Type of reportable event
  5. Names and number of employees who suffered a fatality, in-patient hospitalization, amputation, or loss of an eye
  6. Your contact person and their phone number
  7. Brief description of the work-related incident
  8. Each OSHA defined “establishment” must maintain and keep the required OSHA recordkeeping documentation. Some exemptions apply. See https://www.osha.gov/pls/oshaweb/owadisp.show_document?p_id=12790&p_table=STANDARDS for further clarification

OSHA Form 301 – Injury and illness incident report

  1. Use form 301 to record the work-related injury or illness
  2. Form 301 is not a requirement–as long as you’re capturing and storing all the data requested on the 301 form
  3. Must be filled out within 7 calendar days of the incident
  4. Must be kept on site for 5 years
  5. Each OSHA defined “establishment” must maintain and keep the required OSHA recordkeeping documentation. Some exemptions apply. See https://www.osha.gov/pls/oshaweb/owadisp.show_document?p_id=12790&p_table=STANDARDS for more information.

OSHA Form 300 – Log of workrelated injuries and illnesses

  1. Use form 300 to keep an ongoing log that classifies work-related injuries/illnesses and notes severity of incident
  2. Example incidents include record death, loss of consciousness, days away from work, restructured work activity, or medical treatment beyond first aid

OSHA Form 300 A – Summary of work-related injuries and illnesses

  1. Use form 300 A at end of year to record work-related injury/illness totals for the previous year in each category
  2. Must be posted by February 1st and remain up until April 30th
  3. Must be posted in an area visible to all employees such as a break room
  4. Must be signed by a “certifying official” and posted in visible area

Electronic Record Submission

  • You must complete electronic report submissions by March 2nd https://
    www.osha.gov/injuryreporting/ita/
  • Determine if your organization needs to electronically report accident information to OSHA
  • You must submit forms 300A, 300, and 301 electronically if you have an establishment with 250 or more employees
  • Establishments with 20–249 employees in certain high-risk industries must also electronically submit some information to OSHA. Consult OSHA guidelines to determine if your organization needs to submit injury and illness data via form 300A

When Should I Report to OSHA?

There are many nuances when it comes to OSHA reporting, so when in doubt please reach out to a consultant or the Occupational Safety and Health Administration to help you determine the correct protocol.

Flowchart outlining when to report a workplace injury to OSHA, detailing scenarios for fatal injuries, hospitalization, amputation, and eye loss, with reporting timelines and contact information.

Are your Incident Records OSHA Compliant?

Don’t let OSHA recordkeeping requirements take more time and energy than necessary.

Complete and file OSHA Forms 301, 300, and 300A quickly and accurately with Novara Flex. Novara’s software solutions will keep your workforce in compliance with OSHA, DOL and other regulatory standards.

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