Managing OSHA Safety Incident Reports
Managing OSHA safety incident reports effectively is essential for maintaining workplace safety compliance. This guide explains how to use administrative tools to manage OSHA 301 First Report Forms and add recordable incidents to OSHA 300 Logs.
Prerequisites
Before you begin, ensure you have set up a Reporting Entity and a 300 Log. You must also have your NAICS data entered on the dashboard to ensure logs generate correctly.
Important Details for Incident Entry
Initialization: New incidents cannot be created directly from the Admin Site; they must be initiated in the mobile app or the web version first.
Incident Types: Only incidents classified as Injury or Illness will appear in the dropdown menu for OSHA 301 reporting.
Injury Selection: On the body part diagram, marking both the front and rear of a body part will result in the system recording two separate incidents.
Creating and Managing OSHA 301 Reports
Log in to your Safety Reports Admin profile via the website.
Select Incidents from the grey navigation bar at the top of the screen.
Select OSHA 301 from the left-hand options.
Click Add New OSHA 301.
Select the relevant incident from the Reported Incidents dropdown menu.
Remember that ONLY incidents classified as Injury or Illness will appear in the dropdown menu for OSHA 301 reporting.
Add any missing information or HR details, such as hire date, employee age, or off-site medical treatment.
Scroll to the bottom of the page and click Update to save your changes.
Confirm the prompt to proceed and select the appropriate log from the OSHA 300 Log dropdown menu.
Click Generate OSHA 301 to download the completed form in the Department of Labor (D.O.L) Excel format.
Click Close to finish managing the incident and finalize the report status.
Note: If the dropdown for the 300 Log is not visible or blank, ensure you have set up a 300 Log.
Troubleshooting Report Status
If an incident shows a status of New/Pending even though the form is complete, follow these steps to change the status to Complete:
Click Edit on the row of the incident in question.
Generate the OSHA 301 form again.
Select Close instead of Update.
Viewing and Generating OSHA 300/300A Logs
The OSHA 300 and 300A forms provide a summary of data, including total days away from work and injury types, which are automatically calculated by the system.
Select the View icon on the row of the applicable log.
Click your desired Generate OSHA 300 button to generate the OSHA 300/300A form.
Open the downloaded Excel file to view the OSHA 300 sheet (individual incidents) and the OSHA 300A sheet (annual summary).