Useful answers before you choose a workflow.

Covered employers generally keep required records for each establishment. Coverage can depend on employee count, industry, establishment type, and other current OSHA rules. Confirm how the rules apply to your business. Review coverage questions

No. It organizes the records your team chooses to keep. It does not decide coverage, interpret your facts as legal advice, or replace current OSHA guidance.

Confirm the establishment context, industry information, employee-size questions, current requirements, and the person who will review the records. The guidance page provides a practical starting checklist. Open the guidance checklist

The 300 Log is the running list of recordable work-related injuries and illnesses at an establishment. Form 301 captures additional details about an individual case. Form 300A summarizes the establishment’s year.

No. The forms have different jobs. A recordable case belongs in the 300 Log, a Form 301 or equivalent record generally holds fuller details for that case, and Form 300A is an annual summary rather than an incident form.

The workspace connects the 301 view to a completed 300 Log case so you can add details about the employee, event, activity, object or substance, treatment, and related incident facts. Read the 301 field guide

Set up or select the workplace first, then open a case for the filing year. The guided flow moves through the case facts, classification, dates, and day counts before you decide whether the record is ready for review. See the workflow in order

A draft is a saved case that still needs information or review. Plain-language checks can point out missing or conflicting details, but your team decides when the record is ready.

Choose the action that matches the record. Delete an unfinished draft when it no longer belongs in the workspace. For a legitimate completed case that changed, use Mark corrected and add a note; the case stays active and remains included in annual totals and exports. Use Archive when the case should leave active reporting; it remains preserved for review or restoration but leaves active lists, review queues, annual totals, and exports. Restore an archived case when it needs to return to active reporting. Permanent deletion is reserved for a confirmed duplicate or a case created by mistake and removes the case’s linked Form 301 details. Archive and delete actions can change current totals and exports, so review the consequence before confirming.

After your team reviews the year’s case records, use the 300A summary view to check case categories, days, average employees, hours worked, and certification details against your source records.

In the selected workplace and filing year, open Quarterly recordkeeping review after your team checks the records. Confirm five items: Form 300 case records, open or incomplete items, linked Form 301 details where applicable, workplace details, and handoffs or notes. Add optional reviewer details and notes, choose the review and next planning dates, then save the checkpoint in history.

Each saved checkpoint records the review date, the editable next planning date, the quarterly cadence label, the five confirmations, and any reviewer name, title, or notes you entered. History stays tied to the selected workplace and filing year in the private signed-in account workspace.

No. The dashboard shows the latest saved review and whether its next planning date is upcoming or due. It does not send email, SMS, supervisor alerts, or other automatic reminders.

No. It is an internal planning date your team can adjust. An optional quarterly review is not presented as an OSHA requirement and does not replace current OSHA deadlines, posting, retention, or reporting guidance.

Yes. Create separate workplace records, switch between workplaces and filing years, and review each selected workplace’s Form 300 cases, linked Form 301 details, 300A summary, and exports. Your team decides how each location is treated under current OSHA guidance. The current workflow stays centered on the selected workplace, so company-wide rollups, bulk exports, and location-level team permissions are outside its scope.

Each establishment or workplace record provides the context for the case records and annual summaries your team manages. If your organization has multiple locations, you can keep their records separate and switch between workplace and filing year before reviewing that context.

Yes. The workspace is designed for team-oriented handoffs. The next person can return to the same establishment, case status, linked 301 detail, and annual review fields.

Your organization chooses the owner, safety manager, or designated recordkeeper who understands the worksite and can confirm the facts and current requirements that apply.

Establishment, incident, and annual summary information is saved in the private account workspace after access is confirmed. Keep your own source records and exports according to your organization’s process.

It includes a privacy-case option for the 300 Log workflow. Use current OSHA guidance to decide when a privacy case applies and which identifying details belong in each record.

Access is tied to the signed-in account and an active subscription state. Your organization remains responsible for its internal account practices and for deciding who should review sensitive records.

Yes. After the required information is complete, the workspace creates populated recordkeeping copies in PDF for the 300 Log, 300A summary, and 301 reports, along with a recordkeeping CSV backup. When current requirements call for electronic reporting, it also prepares separate exact-template OSHA ITA Form 300A and Form 300/301 CSVs for your organization to review and upload manually. These files are not official OSHA forms, and the service does not submit them directly to OSHA.

Use the recordkeeping CSV for a readable backup, internal review, archiving, or storage in the systems your organization already uses. Use the separate OSHA ITA Form 300A and Form 300/301 CSVs only when current requirements call for electronic reporting. Review those template files and upload them manually through OSHA’s process. The service does not submit any CSV directly to OSHA.

Use the recordkeeping CSV for spreadsheets, backup, and archives. Use the OSHA ITA Form 300A CSV for the establishment and annual summary template, and the OSHA ITA Form 300/301 CSV for case data when electronic reporting applies. Review both ITA files before your organization uploads them manually.

Your organization decides which exports and source records to retain, where to store them, and who should review them. Keep copies independently when your process calls for them.

The introductory plan is $79 per month or $708 per year. Yearly billing is equivalent to $59 per month and saves $240 compared with twelve monthly payments. Compare the billing choices

Stripe processes the selected recurring plan. After checkout returns, FORM 300 LOGBOOK checks the subscription before granting access to private records. If processing takes a moment, use the confirmation page’s check-again action.

After subscribing, use Manage billing in the workspace to open Stripe’s billing portal. You can manage billing or cancel future renewals there at any time. Cancellation prevents the next renewal, while your current paid period remains available. A completed charge is not reversed or refunded for unused time, except where applicable law requires otherwise. If access or verification is still processing, follow the message shown after checkout.

Use the practical field guides for coverage, form roles, entry steps, annual timing, and software workflow questions. Browse the Blog

No automatic or direct submission happens here. FORM 300 LOGBOOK organizes information, creates recordkeeping copies, and can prepare exact-template ITA Form 300A and Form 300/301 CSVs for your organization to review and upload manually when required. The service does not log in, transmit records, or file with OSHA.

No. The workspace provides organization, prompts, and checks. Your team must review the facts, current OSHA guidance, coverage, classifications, privacy details, posting, retention, and any separate reporting duties that apply.