Brief Tutorial on Completing the OSHA Recordkeeping Forms
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1 It s easy and beneficial. It s important and required. Brief Tutorial on Completing the OSHA Recordkeeping Forms
2 Brief Tutorial on Completing the OSHA Recordkeeping Forms A review of the recordkeeping requirements and forms at a high level: Requirement to complete the forms and evaluate specific exceptions The forms in OSHA s recordkeeping package Recordability criteria for injuries and illnesses Recording injuries/illnesses on the forms 1 2
3 Who has to complete the OSHA injury and illness recordkeeping forms? Many but not all employers. Exceptions are based on: Small employer exemption 10 or fewer employees at all times during the year Low-hazard industry exemption Fatality and other serious event reporting as well as injury and illness surveys involve other considerations. (Described Later) It s easy and beneficial. 2 3
4 Industry Exemptions The previous list of exempt industries was based on the old Standard Industrial Classification (SIC) system, as well as injury & illness data from the Bureau of Labor Statistics (BLS) from 1996, 1997 & As of January 2015, the new list is based on the North American Industry Classification System (NAICS),as well as BLS data from 2007, 2008 &
5 Newly included
6 New list of exempt industries 6
7 What forms must be completed? OSHA Form 300 Log of Work-Related Injuries and Illnesses OSHA Form 301 Injury and Illness Incident Report OSHA Form 300A Summary of Work-Related Injuries and Illnesses 3 7
8 What cases need to be recorded on the forms? Injuries and illnesses Work related Meet certain severity criteria It s important and required. 4 8
9 What is considered an injury or illness? An abnormal condition or disorder Not an exposure, unless it results in signs or symptoms 5 9
10 What cases are work related? Cases caused by events or exposures in the work environment Cases contributed to by events or exposures in the work environment Cases significantly aggravated by events or exposures in the work environment (For a list of activities that are not work related, see section (b)(2) [PDF].) It s easy and beneficial. 6 10
11 What are the severity criteria for recording a workrelated injury or illness? Death Loss of consciousness Days away from work Restricted work activity or job transfer Medical treatment beyond first aid 7 11
12 OSHA Form 300: Recording a Fatality It s important and required. 8 12
13 OSHA Form 300: Recording a Case with Days Away From Work 9 13
14 OSHA Form 300: Recording a Case with Restricted Work Activity or Job Transfer It s easy and beneficial
15 OSHA Form 300: Recording a Case with Medical Treatment beyond First Aid (For a list of specific treatments considered to be first aid, see section (b)(5) [PDF].) 11 15
16 Other Recording Criteria Significant diagnosed injury or illness Needlestick and sharps injuries section (PDF) Medical removal section (PDF) Hearing loss section (PDF) Tuberculosis section (PDF) It s important and required
17 OSHA Form 301: Injury and Illness Incident Report 13 17
18 OSHA Form 300A: Summary of Work-Related Injuries and Illnesses It s easy and beneficial
19 OSHA Form 300A: Summary of Work-Related Injuries and Illnesses (continued) You must post the 300A no later than February 1 of the year following the year covered by the records and keep the posting in place for three months until April
20 Keep the Forms on File File and update for 5 years Do not send copies to OSHA unless asked to do so Allow access to the records (For details on access provisions, see section [PDF] and [PDF].) It s important and required
21 Expanded reporting requirements The rule expands the list of severe work-related injuries and illnesses that all covered employers must report to OSHA. Starting January , employers must report the following to OSHA: All work-related fatalities within 8 hours (same as current requirement) All work-related in-patient hospitalizations of one or more employees within 24 hours All work-related amputations within 24 hours All work-related losses of an eye within 24 hours 15 21
22 Reporting fatalities, hospitalizations, amputations What if the fatality, in-patient hospitalization, amputation, or loss of an eye does not occur during or right after the workrelated incident? You must only report a fatality to OSHA if the fatality occurs within thirty (30) days of the work-related incident. For an in-patient hospitalization, amputation, or loss of an eye, you must only report the event to OSHA if it occurs within twenty-four (24) hours of the workrelated incident. However, the fatality, in- patient hospitalization, amputation, or loss of an eye must be recorded on your OSHA injury and illness records, if you are required to keep such records
23 Reporting fatalities, hospitalizations, amputations (definitions) An amputation is the traumatic loss of a limb or other external body part Amputations do not include avulsions, enucleations, deglovings, scalpings, severed ears, or broken or chipped teeth. OSHA defines in-patient hospitalization as a formal admission to the in-patient service of a hospital or clinic for care or treatment you do not have to report an inpatient hospitalization that involves only observation or diagnostic testing
24 Reporting fatalities, hospitalizations, amputations Reminder: All employers, even those exempt from recordkeeping requirements, must report a work-related fatality, in-patient hospitalization, amputation, or loss of an eye to OSHA
25 Resources Recordkeeping web page ( Q&A Search web page ( Local OSHA Offices E-correspondence/Contact us (
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