FORM 300 LOGBOOKRecordkeeping workspace
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    Recordkeeping Guidance

    Understand the rule questions before you build the record.

    Recordkeeping coverage depends on the worksite. Use this page as a practical orientation to employee count, industry, form roles, and timing, then check current OSHA guidance for the details that apply to your establishment.

    Read the field guides Open workspace
    Review the yearKeep coverage, forms, and timing in the same conversation.
    Start with coverage

    Your worksite determines the questions.

    There is no single answer for every employer. Employee count, industry, establishment type, and current OSHA guidance all matter when a team decides which recordkeeping duties apply.

    Employee count

    Some exemptions and recordkeeping duties depend on the number of employees at the establishment and how the rules apply to the business.

    Industry and establishment

    Industry classification, establishment type, and current OSHA guidance can change which records a team must keep or review.

    Confirm before relying

    FORM 300 LOGBOOK organizes the records you keep. Confirm coverage and exceptions with current OSHA guidance for your situation.

    Keep the boundary clear. FORM 300 LOGBOOK is independent software. It does not provide legal advice, speak for OSHA, or decide whether your establishment is covered.

    Two focused checks

    Take the next question to a free tool.

    Use the coverage checker for a federal size and Appendix A industry orientation. Use the calculator when your annual summary has total hours and case counts.

    Coverage follow-up

    Do I Need OSHA 300? Checker

    Compare peak company-wide headcount and primary NAICS status against the federal orientation. It does not settle state-plan or unusual coverage questions.

    Open the coverage checker
    Annual-summary follow-up

    TRIR & DART Calculator

    Enter total hours and recordable or DART case counts to see both rates. Average employees are optional context for your review.

    Calculate TRIR & DART
    Coverage checklistQuestions to answer before entry
    Which establishment is in scope?Keep the physical worksite, employer context, industry information, and filing year together before reviewing an incident.
    What current rule applies to this employer?Check employee count, industry classification, establishment type, and any current exceptions or reporting requirements.
    Who owns the decision?Name the person who will review the facts and confirm how the current requirements apply, especially when a case is unusual.
    Which source records support the entry?Keep the incident notes, treatment information, payroll or timekeeping details, and other source records your organization relies on.
    If electronic reporting applies, which file will you review?Use the separate ITA Form 300A and 300/301 template CSVs, then have your organization review and upload them manually after checking current OSHA instructions.
    A plain-language orientation

    Review the facts before you label the case.

    Recordability is a fact-specific review. This four-part orientation helps a team gather the right questions without turning software prompts into a legal conclusion.

    Confirm current guidance.Rules and exceptions can depend on the employer, industry, establishment, and current OSHA requirements.
    01Start with work-related facts

    Review what happened, where it happened, what task was underway, and how the injury or illness relates to the work.

    02Review the outcome and treatment

    Consider days away, job transfer or restriction, medical treatment, fatality, and other facts that may affect the classification review.

    03Check the exceptions and details

    Look at the current OSHA guidance for the employer, industry, establishment, and case facts before treating the record as complete.

    04Record the reasoning your team needs

    Use a clear description and retain the source information that lets the next reviewer understand how the entry was prepared.

    Know the form in front of you

    The 300 Log, 301 report, and 300A summary have different jobs.

    Keeping the distinctions visible prevents a running log, an incident detail record, and an annual summary from getting blended into one confusing file.

    01Form 300

    Running case log

    Use the 300 Log for the establishment-level list of recordable work-related injuries and illnesses. It is the case list, not the fuller incident narrative.

    Use for: Case list
    02Form 301

    Individual incident detail

    Use a 301 report or equivalent record for the additional facts connected to an individual recordable case, including event and treatment details.

    Use for: Incident detail
    03Form 300A

    Annual summary

    Use 300A to summarize the establishment’s year. It is a yearly summary, not another incident record, and its posting timing has its own review step.

    Use for: Year summary
    RecordPrimary jobReview question
    300 LogList recordable cases at the establishment.Is the case entry complete and classified for review?
    301Describe the fuller facts of an individual case.Does the incident detail stay linked to the right case?
    300ASummarize the establishment’s year.Do the annual totals match the reviewed case records?
    Annual timing and references

    Keep the 300A review on the calendar.

    Form 300A is generally posted from February 1 through April 30 for the year after the year it summarizes. The posting window is a practical reminder to review the annual summary, but current OSHA guidance controls your obligations.

    Read the 300A posting guide
    Summary year2025Review totals and certification details
    General posting windowFeb 1 to Apr 30For the following year’s review cycle
    Before you postCheck current guidanceConfirm what applies to your establishment
    Posting and annual reviewForm 300A is generally posted from February 1 through April 30 for the year after the year it summarizes. Confirm the current timing and posting details for your establishment.
    Optional internal review checkpointsTeams may use an optional checkpoint to document periodic checks, notes, and a next planning date. That date is not an OSHA deadline and does not replace current guidance.
    Retention and source recordsThe posting window does not replace the underlying records. Confirm the current retention requirements that apply, and keep the source records and reviewed exports your organization needs.
    Privacy considerationsSome cases involve privacy concerns. Use current OSHA guidance to decide when a privacy case applies and which identifying details belong in each record.
    Electronic reporting boundariesSome employers may have separate electronic reporting duties based on current OSHA requirements. The workspace can prepare two separate exact-template ITA CSVs, one for the Form 300A establishment and annual summary and one for Form 300/301 case data, for your organization to review and upload manually. It does not transmit records to OSHA.
    Review prompts

    Catch the common process gaps early.

    These prompts focus on the quality of the recordkeeping process. They do not decide whether a case is legally recordable or whether a reporting duty applies.

    The case has a date but no clear event

    Add the task, location, event, and immediate result so another reviewer can follow the facts.

    Read the 300 Log field guide

    The three forms are blended together

    Use the running case log, fuller incident detail, and annual summary for their separate jobs.

    Compare the form roles

    Annual totals are being rebuilt from memory

    Review completed cases, average employees, and hours worked against the source records before preparing the summary.

    Read the 300A posting guide
    Continue with a field guide

    Find the explanation that matches your question.

    These articles cover six practical search topics teams bring to the recordkeeping desk. They explain the work in plain language without turning a software workspace into a legal conclusion.

    osha recordkeeping requirements small business

    Start with coverage questions before you build a process.

    Read the guide     osha 300a posting requirements

    Review the annual display window and practical reminders.

    Read the guide     how to fill out osha 300 log

    Follow the case-entry sequence from worksite to review.

    Read the guide     osha 300 log template

    Understand what a useful starting layout should contain.

    Read the guide     osha 301 incident report form

    Learn how the incident detail relates to the 300 Log.

    Read the guide     osha recordkeeping software

    See how a connected workspace can organize the work.

    Read the guide
    Organize after you understand

    Keep the worksite record in one place.

    Use the workspace for guided entries, connected details, annual review, and the exports your team chooses to keep.

    Review pricing Open the free sample pack