Recordkeeping & ITA Toolbox
OSHA 1904 recordkeeping end to end: recordability decision, 301 incident form, 300A with TRIR/DART, the ITA e-filing check, record retention, and the deadline calendar.
What this covers
Most employers with more than ten employees — outside the partially exempt low-hazard industries — must record work-related injuries and illnesses on the OSHA 300 log, post the 300A summary, and keep the records for five years. Severe events (fatalities, in-patient hospitalizations, amputations, eye loss) must be reported regardless of size. This pack covers the recordability call, the 301 form, the 300A with TRIR/DART, the ITA e-filing check, and retention.
Use these tools in order
Each tool is free—no login. Work top to bottom for a complete result.
- 1
osha-recordability-decision-tree
Is your workplace injury recordable? Answer yes/no questions to determine OSHA 300 Log requirements.
- 2
near-miss-capa
Log a near miss, rank its risk, assign the corrective action, and download the report.
- 3
osha-301-incident-form
Interactive OSHA Form 301 — Injury and Illness Incident Report generator. Complete and download as PDF.
- 4
osha-300a-auto-filler
Auto-fill the annual OSHA 300A Summary with incidence rate calculations. Download PDF.
- 5
ita-reporting-checker
Find out which OSHA injury forms (300/301/300A) you must e-submit via the ITA — the 2024 three-tier 1904.41 rule, including construction.
- 6
record-retention-calculator
Calculate how long to keep exposure and medical records under 29 CFR 1910.1020 (employment + 30 years) and related rules.
- 7
records-retention-schedule
Generate a custom retention schedule PDF with the keep-until date and CFR cite per record (1910.1020, 1904.33, 1910.134).
- 8
OSHA Deadline Calendar 2026
Interactive calendar with every critical OSHA compliance deadline for 2026.
Frequently asked questions
Who is exempt from OSHA injury recordkeeping?
Employers with 10 or fewer employees at all times during the year, and establishments in certain partially exempt low-hazard industries (1904.1–1904.2). Even exempt employers must still report fatalities and severe injuries to OSHA.
When must the 300A summary be posted?
From February 1 through April 30 each year, covering the prior calendar year — posted where notices to employees are customarily placed, and certified by a company executive.
How long do I keep the injury records?
Five years following the end of the calendar year they cover (1904.33), and you must update the 300 log during that period if you learn of new recordable cases or changes.
Planning aids only — not legal advice. Confirm every determination against the current OSHA standard and your State-Plan's rules.
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OSHA does not give advance notice of inspections (29 CFR 1903.6). Get the binder in order before the opening conference, not during it.
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