01
OSHA Form 300The running case log
Record the work-related injury or illness, the case classification, the dates, and the days away or restricted at the establishment.
Start here when a case needs a clear home.How It Works
Move from incident details to an annual review with less hunting.
FORM 300 LOGBOOK gives each record a clear place throughout the year. When a case arrives, set up or select the workplace, choose its filing year, and capture the 300 Log record. Return to finish drafts, add linked 301 detail when needed, and hand the record to the next reviewer. Between case work and the annual pass, record an optional quarterly checkpoint with five confirmations, reviewer notes, saved history, and an editable next planning date. When the year closes, review the 300A summary.
Recordkeeping pathCase to review
01Set up or select the workplace
02Open the case record
03Complete the 300 Log review
04Add linked 301 detail
05Review the year and export
Start with the form’s job
The three forms work together, but they are not interchangeable.
The workspace keeps a running log, an individual incident record, and an annual establishment summary distinct. That makes the next action easier to see.
02
OSHA Form 301The fuller incident record
Add employee, event, treatment, activity, and object or substance details linked to the individual 300 Log case.
Use it when the incident needs more detail.03
OSHA Form 300AThe annual establishment summary
Review the year’s case categories, days, average employees, and hours worked in a separate summary view.
Bring it forward when the filing year closes.The ordered workflow
A repeatable path for each workplace.
Use each step when the work calls for it, so a new incident, a handoff, or a records review does not become a year-end reconstruction. Between those moments, an optional quarterly checkpoint lets your team confirm five review areas, add notes, save history, and choose the next planning date. Each step keeps the useful context close to the record that needs it.
Your review still matters.The workspace organizes information and checks for missing details. Your team decides how the current rules apply.
Multiple workplaces stay in separate context.Create separate workplace records, switch between workplaces and filing years, then manage the selected workplace’s cases, linked 301 details, annual summary, and exports. Company-wide rollups, bulk exports, and location-level team permissions are outside the current workflow.
01Set up or select the workplace
Create a separate workplace record or choose an existing one, then select its filing year and confirm the establishment context, company details, address, industry code, size, and annual summary fields.
The selected workplace and filing year stay visible before a case begins.02Open the case record
Use the guided case flow to add the case number, employee or privacy-case details, incident date, location, description, and classification.
The first draft holds the facts your reviewer will need to understand.03Complete the 300 Log review
Plain-language checks surface missing facts and mismatched details before your team treats the case as ready for review.
A draft stays a draft until your team has checked the important fields.04Add linked 301 detail
When the case needs the fuller incident report, open the linked Form 301 view and add the event, treatment, and supporting details.
The case number keeps the two records connected for the next handoff.05Review the year and export
Bring completed cases into the 300A summary, review employee and hours fields, then create populated recordkeeping PDF or CSV copies for review and archiving. When current requirements call for electronic reporting, prepare separate exact-template OSHA ITA CSVs for the 300A summary and 300/301 case data. Your organization reviews and uploads those files manually. The exports are not official OSHA forms, and the service does not submit them directly to OSHA.
Your team reviews the finished summary, keeps the recordkeeping copies it needs, and handles any required ITA upload separately.When a record changes
Use the action that matches the record.
A case can change after the first review. Correct a legitimate record, archive a case that should leave active reporting, and delete only when the record itself should not remain. These choices can change current totals and exports.
Record actionsCorrect, set aside, or remove
Mark correctedUse this for a legitimate completed case that changed. Add a note; it stays active and remains included in annual totals and exports.For a changed case that still belongs in active reporting
ArchiveUse this when a completed case should leave active reporting. It remains preserved for review or restoration, but leaves active lists, totals, and exports.For a case that should leave active reporting
RestoreBring an archived case back when it belongs in active reporting again. Once restored, it can return to the active workflow.For a case that needs to come back
Delete unfinished draftRemove a case that has not been completed and no longer belongs in the workspace.For unfinished work only
Permanently deleteUse only for a confirmed duplicate or a case created by mistake. This removes the case and its linked Form 301 details.For an error, not routine cleanup
Ownership and handoffs
Make the next review obvious.
Recordkeeping rarely belongs to one person from start to finish. A useful process names the moment when a record changes hands and gives the next reviewer enough context to continue without recreating the work.
Use these checkpoints as a practical rhythm, then adapt them to your team’s responsibilities and current requirements.
An optional quarterly checkpoint is an internal planning record. It does not replace the annual 300A review, separate ITA review and upload work, or current OSHA guidance.
Review rhythmWho checks what, and when
After facts first arriveCreate a draft while the incident details are still easy to verify. Add or select the workplace, filing year, case number, and clear event facts before the record is handed off.Owner or recordkeeper
Before a review meetingUse the checks to find missing dates, classifications, day counts, or descriptions. Leave a short internal note about what still needs confirmation.Safety manager or reviewer
When responsibility changesPoint the next person to the same establishment and case record. The next reviewer can see whether the 300 Log is complete and whether 301 detail is needed.Outgoing and incoming owner
After a periodic reviewConfirm the five checklist areas for the selected workplace and filing year, add optional reviewer notes, save the checkpoint in history, and choose the next planning date.Owner, safety manager, or reviewer
Before the annual summaryReview the year’s completed cases, average employees, hours worked, and certification details with the source records your organization uses.Authorized annual reviewer
Small-business scenarios
Use the same structure for different working days.
The workflow can support an owner who handles records personally, a team that shares the work, or a reviewer who joins at year end. The examples below describe process patterns, not customer results.
Keep the first review close to the facts.
A small shop can set up one workplace, start a case while details are fresh, and return to the same record after a supervisor confirms the classification.
- Set up once, reuse the worksite context
- Keep drafts visible until reviewed
Switch to the workplace that needs attention.
An owner overseeing multiple physical locations can create separate workplace records, switch between workplaces and filing years, and review the selected workplace’s case status, linked incident detail, and annual fields.
- Switch context before reviewing a case
- Keep each workplace’s records in its own context
Make the annual pass a separate task.
A person who did not enter every incident can review the completed case list, compare totals with source records, and prepare the 300A view without rebuilding the year from email threads.
- Check cases before checking totals
- Export the reviewed copies your team keeps
Ready when your process is clear
Give the next case a place to go.
Choose the plan that fits your team, then open a private workspace for the workplace records you manage.