Use case · EHS manager or HR lead who keeps the OSHA 300 log

How to automate the OSHA 300 log without losing control of it

Short answer

Each recordable injury goes on the OSHA 300 log and a 301 report within 7 calendar days. Post the 300A February 1 through April 30 and keep records 5 years. Software captures and totals; a person decides and certifies. IncidentKit's OSHA exports are rolling out.

BeforeWith IncidentKit
Entries are retyped into a spreadsheet days later.
The report captures the facts the 300 and 301 need.
Days away and restricted days are counted by hand and drift.
Each case has a signed decision and a written reason.
The 300A is built in January from a log nobody has reviewed.
Totals and the 300A come from case records. The OSHA exports are rolling out.
Recordability calls live in one person's head.
Every edit is in the audit trail, so you can trust the log.

What does automating the OSHA 300 log mean?

Automating means capturing facts once and generating the forms from them. A person, not the software, decides what is recordable. OSHA accepts computer records that produce equivalent forms (29 CFR 1904.29).

The deadlines that drive the work

Seven clocks govern the OSHA log, from 8 hours to 5 years.

TaskDeadlineRule
Report a fatalityWithin 8 hours (if death is within 30 days)29 CFR 1904.39
Report an inpatient hospitalization, amputation or eye lossWithin 24 hours29 CFR 1904.39
Enter a recordable case on the 300 and 301Within 7 calendar days of learning of it29 CFR 1904.29
Certify the annual summaryAfter year end, by an owner, officer or top site official29 CFR 1904.32
Post the 300ABy February 1, through April 3029 CFR 1904.32
Submit electronically, if requiredBy March 229 CFR 1904.41
Keep the records5 years after the calendar year29 CFR 1904.33

Capture the facts, then decide recordability

Capture the facts once, then decide in order.

What the 301 asks

Capture these Form 301 fields at first report, while memory is fresh.

Form 301 asksCapture at the scene
What was the employee doing before?Activity, tools and materials
What happened?How the injury occurred
What was the injury or illness?Body part and effect
What harmed the employee?The floor, machine, chemical or patient
Emergency room visit? Overnight inpatient stay?Both answers, with times, for the 24-hour call
Start of work and time of event?Both times
If the employee died, when?The date, for the 8-hour and 30-day limits

Then decide, in order

  1. Is it your employee, or a worker you supervise day to day (29 CFR 1904.31)?
  2. Is it work-related (1904.5)? OSHA has no general exception for violence at work.
  3. Is it new, not one already logged?
  4. Does it meet a recording rule (1904.7)? Death, days away, restricted work or transfer, more than first aid, or loss of consciousness. Or a significant injury or illness diagnosed by a licensed health care professional.
  5. Only first aid? Not recordable. First aid is a closed list: bandages, tetanus shots, wound cleaning.
  6. If recordable, enter it on the 300 log and complete the 301 within 7 calendar days.

Privacy concern cases keep the name off the log: intimate body part injuries, sexual assault, mental illness, HIV, hepatitis or tuberculosis. Names also stay off for needlesticks and sharps cuts contaminated with another person's blood, and when an employee asks.

What to automate, and what a person decides

Automate capture, counting and totals. A person keeps decisions and certification.

TaskAutomate?Why
Capture facts at first reportYesFewer retyped errors
Count days away and restrictedYes, a person confirmsDates change
Flag hospitalization, amputation, eye lossPrompt a personA person makes the 24-hour call
Decide recordable or first aidNo, a person decidesIt needs a written reason
Total the log and 300AYesArithmetic is not hand work
Certify and post the summaryNo, an executive doesThe rule names who certifies
Prepare the electronic filingPrepare it, a person submitsThe site stays accountable

A six-step year-end routine

Review in December. Post by February 1. Submit by March 2.

  1. Review the log in DecemberCheck each case: completeness, classification, day counts.
  2. Update changed casesAdd new cases. Line out old entries to show changes (1904.33).
  3. Prepare the 300ABuild it from the log totals.
  4. CertifyA company executive signs after examining the log.
  5. Post and submitPost by February 1 through April 30. Submit electronically by March 2 if required.
  6. RetainKeep the 300, 300A and 301 for 5 years after the calendar year.

Send the 300A if you have 20 to 249 employees in a listed industry, or 250 or more. Send 300 and 301 data too if you have 100 or more in a smaller list of industries (29 CFR 1904.41).

Mistakes to avoid

These habits cause log errors.

  • Waiting until January. Review monthly.
  • Logging visitors. The log covers your employees and workers you supervise.
  • Changing the log silently. Show every change.
  • Letting software decide recordability with no written reason.
  • Making a report count against a supervisor. OSHA bars discrimination for reporting (29 CFR 1904.35).

What IncidentKit does today, and what is rolling out

Today, Lauren takes injury reports by text and a person signs. The audit trail logs every change. Compliance packets cover QAPI and survey packets, with OSHA 300, 300A and 301 exports rolling out.

The parts of IncidentKit behind this

  • Incident reporting: The full record holds who, what, where, harm, evidence and what happens next.
  • Lauren, the AI assistant: Tell Lauren what happened. She asks, fills the form, and a person signs.
  • Compliance packets: Records laid out the way surveyors and inspectors want them.
  • Audit trail: Every edit is logged, so you can show who changed what, and when.
  • Corrective actions (CAPA): Every fix has an owner, a date and proof. Unverified fixes keep it open.
  • Analytics: See which rooms, shifts and equipment keep showing up in your incidents.

Frequently asked questions

How long do I have to enter an injury on the OSHA 300 log?

Within 7 calendar days of learning of it (29 CFR 1904.29). Enter it on the 300 log and 301 report, and update the log if dates change.

Who has to submit OSHA injury data electronically?

Covered establishments, set by size and industry (29 CFR 1904.41). They submit by March 2 through OSHA's Injury Tracking Application.

Is IncidentKit's OSHA 300 export available now?

Not yet. OSHA 300, 300A and 301 exports are rolling out. Capture, investigations, corrective actions and the audit trail work today.

Can software decide whether an injury is recordable?

No, a person decides. Software can prompt the right questions and keep the decision on record.

Sources

Reviewed against the sources above on Oct 5, 2026. Rules change: confirm current requirements with the issuing body or your counsel before relying on any summary.

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