OSHA logs and forms (United States)

Purpose: US employers must keep a log of work injuries and illnesses and post a yearly summary. Custos fills these in from the incidents already recorded, so the Safety Manager prints them instead of typing them again. Everything is produced as a PDF.

Who: Safety Managers and Org Admins. Where: Regulatory in the navigation (on a computer). It is shown only for sites that follow US OSHA.

All the forms are made from what is in Custos today. If something looks wrong, fix the incident or the case; the next PDF is correct.

1. The three documents

Document	What it is	Needs
OSHA 300 log	One site’s recordable cases for one calendar year, one line per case	Decided cases (see Regulatory decisions)
OSHA 301	One page for one recordable case: details of the person, the treatment and what happened	A case that has been reported and is recordable
OSHA 300A summary	One site’s yearly totals, certified by an executive and posted from February 1 to April 30 of the next year, even if nothing happened	The year’s 300 log and hours worked

2. The 300 log

1. Open Regulatory → OSHA 300 log.
2. Choose the Site and the Year. A case counts in the year of the site’s date of the injury.
3. The page lists the recordable cases and totals: cases, days away from work, days of job transfer or restriction.
4. Select Download PDF.

A line for a privacy case shows “Privacy Case” instead of a name. If some cases still need a decision, the page says so (“n cases still need a decision and are not on the log yet”). Decide them first.

3. Form 301

1. Open the incident, the injured person’s case, and the link to OSHA Form 301, or go from the log.
2. The form fills itself from the incident: you complete what is missing under About the employee (address, date of birth, date hired, sex), About the physician or other health care professional, About the case (what the person was doing, what happened, the injury and body part, what harmed them, date of death) and Completed by.
3. Completed by starts with your own name when nobody was named yet; change it if someone else completed the form. The page lists answers still missing. Save is available once something has changed (a name filled in for you counts); select it, then download the PDF.

OSHA expects the 301 within 7 calendar days of learning of the case. It holds health details: keep it confidential. The form is printed once the case is reported and recordable.

4. The 300A annual summary

1. Open Regulatory → OSHA 300A.
2. Choose the site and year.
3. The summary shows the case counts, days and injury and illness types from the log. You enter:
   • Annual average number of employees;
   • Total hours worked if no month is missing hours (otherwise enter the hours for the missing months first: the page names them);
   • Certification: the company executive’s name, title, phone and the date certified. The form is signed by hand on the paper copy.
4. Save, then download the PDF.

The certification date must be inside the year or later, and not in the future; the executive’s name is needed.

5. The establishment’s details

OSHA’s summary asks for a NAICS code (six digits) and the kind of business. Enter them once per site under About this establishment → Enter these details….

6. When to do it

When	What
As cases arrive	Decide each recordable case; record the authority report if one is due
Within 7 days of a case	Complete the 301
Each month	Enter hours worked (Hours worked and injury rates)
By late January	Complete the 300A and have it certified
February 1 to April 30	Post the 300A where employees can see it