Guided case entry
Move through worksite, case facts, dates, classification, and day counts in a sequence your team can repeat.
A consistent starting point for each new case.Features
Keep the record, the context, and the next step together.
FORM 300 LOGBOOK is built around the practical work of OSHA recordkeeping throughout the year. Return when a new case arrives, a record needs review, or responsibility changes hands. Saved workplace context, incomplete-case checks, linked details, and organized copies keep the work moving before the annual review. When your organization has multiple locations, keep each workplace record separate and switch context as you work.
One connected workspace300running log301incident detail300Aannual summary
What your subscription gives you
The useful details are part of the flow.
Each capability gives your team a practical reason to return after an incident, during a handoff, or while reviewing records before the annual summary.
Plain-language checks
See what a field still needs and catch incomplete or conflicting details before a review turns into a year-end cleanup.
A visible reason to keep a draft open or move it forward.Quarterly review checkpoints
Use an optional five-item checkpoint for the selected workplace and filing year. Add reviewer notes, save the review in history, and adjust the next planning date.
A documented review rhythm without automatic reminders.Private saved records
Keep establishment, incident, and annual summary information in the account workspace your team returns to.
One place to continue the work between deadlines.Separate workplace records
Create separate workplace records, switch between workplaces and filing years, and review the selected workplace’s Form 300 cases, linked Form 301 details, 300A summary, and exports in that context.
Keep each workplace’s records distinct while your team reviews them.Linked 301 details
Open the fuller Form 301 incident view from the related 300 Log case, so the context stays together.
Less searching when a reviewer needs the fuller incident record.300A summary views
Bring completed case classifications into an annual view with average employees and total hours worked fields ready for review.
A year-end starting point built from the case records.Review copies and OSHA ITA CSV preparation
Create populated recordkeeping copies of Form 300, 300A, and 301, plus a CSV backup for review and archiving. When current requirements call for electronic reporting, prepare separate exact-template OSHA ITA CSVs for your organization to review and upload manually. The service does not transmit them.
Keep review copies and ITA handoff files distinct.Team-oriented handoffs
Give owners, safety managers, and designated recordkeepers a shared place to continue the same recordkeeping process.
A clear next owner when the work changes hands.A focused recordkeeping home
Keep the forms and practical checks together instead of splitting the work among blank files, email threads, and separate folders.
A narrower workspace for the records your team is responsible for.Organized around the work
Follow the record from entry to annual review.
The workspace is easiest to understand by the job each area supports. These five parts keep the record moving without turning one form into a substitute for the others.
01
300 Log case entry
Build the running case record from establishment context through classification and day counts.
- Selected workplace and filing year stay attached to the case
- Capture dates, location, event description, and injury or illness detail
- Keep employee or qualifying privacy-case information in the appropriate place
02
301 incident detail
Add the fuller incident record when the case needs employee, event, activity, treatment, and object or substance details.
- Open the 301 view from its related 300 Log case
- Keep the incident narrative connected to the case number
- Leave a clear draft or complete status for the next reviewer
03
300A annual review
Bring completed case categories and day totals into an annual summary that your team can check against its source records.
- Review average employees and total hours worked
- See which case records still affect the year’s totals
- Keep certification and summary review as a distinct annual task
04
Quarterly review checkpoints
Use an optional checkpoint after a records review to document what was checked for the selected workplace and filing year.
- Confirm five review items, including open cases and handoffs
- Keep reviewer details and notes in saved history
- Choose an editable planning date; no automatic reminder is sent
05
Guidance and checks
Use prompts that explain what a field is for and checks that surface information your team may still need to confirm.
- See missing or conflicting details before export
- Use plain-language field help while entering a record
- Keep final interpretation with the people responsible for review
Designed for the handoff
A recordkeeper can pick up where the last person stopped.
Workplace details live with the establishment. The 301 report stays connected to its case. The annual summary shows which totals still need review. That structure gives a small team a shared starting point when responsibility changes. An optional quarterly checkpoint adds a five-item review, reviewer notes, saved history, and an editable next planning date to the same workplace and filing-year context.
For multiple physical locations, create separate workplace records, switch between workplaces and filing years, and review the selected workplace’s 300, linked 301, 300A, and export views. The current workflow stays centered on the selected workplace, while company-wide rollups, bulk exports, and location-level team permissions are outside this workflow.
Use the workspace for the work your team owns, then keep your own review and source records around every export.
See the process in orderReview queueThree records in context
300 Log caseClassification and dates captured
301 incident detailLinked to the case record
300A annual summaryTotals ready for reviewReview
Included and understood
Know what the workspace handles, and what your team still owns.
A focused product is easier to use when its edges are clear. Keep the software’s organizing job separate from the human review around each record.
Organize the recordkeeping work.
- Establishment context and saved case records
- Linked 301 details and 300A summary views
- Plain-language checks and field guidance
- Optional quarterly review checkpoints with five confirmations, reviewer notes, saved history, and an editable planning date. No automatic reminder is sent.
- Populated recordkeeping PDFs and CSV backups, plus separate exact-template ITA CSVs for manual review and upload when applicable. They are not official OSHA forms, and the service does not submit them directly to OSHA.
Apply the current requirements to your facts.
- Confirm coverage and recordability for the worksite
- Review classifications, totals, privacy details, and certifications
- Keep source records and choose how exports are stored
- Handle any required posting or government reporting separately
A clearer place to work
View pricing See the plan behind the features.
One introductory subscription includes the connected three-form workspace and its exports.