OSHA 300/300A/301 + ITA Checklist
Reviewed by Rivkor safety content team · Last reviewed: 2026-09-26 · Updated for small-business EHS programs · Not legal advice
A practical checklist for covered employers—especially teams under ~500 employees who still run logs in spreadsheets. This is educational guidance, not legal advice; confirm current rules on osha.gov/recordkeeping.
Forms at a glance
Form 300 — Log of Work-Related Injuries and Illnesses
Form 300A — Annual summary (posting + many ITA submissions)
Form 301 — Injury and Illness Incident Report (complete promptly after a recordable case)
Year-round checklist
- Decide recordability under 29 CFR 1904 for each case (do not treat first aid as recordable).
- Complete Form 301 within 7 calendar days of receiving information that a recordable injury or illness occurred.
- Enter the case on the Form 300 log and keep day counts updated (calendar days; observe the 180-day cap rules).
- Retain records for the required retention period and keep them available for inspection.
- Train the person who owns recordkeeping—often HR or an operations lead wearing two hats.
Annual cycle (typical federal OSHA)
- January: Review prior-year cases; reconcile 300 log totals with 300A.
- February 1 – April 30: Post Form 300A where employees can see it (verify current OSHA instructions).
- By March 2 (typical ITA deadline): Electronically submit required data through OSHA’s Injury Tracking Application if your establishment is covered.
- After submission: Keep confirmation records with your audit packet.
How Rivkor helps
Rivkor generates OSHA 300, 300A, and 301 forms from incident data, calculates TRIR/DART, and exports ITA-compatible CSV so you spend less time rebuilding logs in Excel. Learn more on OSHA recordkeeping and incident management.
