Index

Here's what's covered in this guide to take advantage of OSHA exports in eCompliance to generate your 300 logs:

1. eCompliance OSHA Exports
2. Conditions to Use this Feature
3. Choosing OSHA as an Applicable Agency for a Site
4. Generating OSHA Forms in eCompliance
5. FAQ

eCompliance OSHA Exports

By Federal law, companies which operate in the United States are required to record work-related incidents and injuries that occur at their sites to the Occupational Health and Safety Administration (OSHA). These injuries are recorded in 3 documents:

1. OSHA 300 Log
2. OSHA 300A
3. OSHA 301

OSHA 300 Log

The OSHA 300 Log is a document which logs all work-related incidents and injuries at a site and reports the extent and severity of each case within a certain time period. Companies are required to complete this within 7 days of an OSHA recordable incident taking place.

OSHA 300A form

The OSHA 300A form is a summary of work-related incidents and injuries which took place at a site in the previous year. Companies are required to post this information in a public location in all of their sites, for information pertaining to that specific site, for their employees to view.

OSHA 301 form

The OSHA 301 form is an injury and illness report. It is one of the first forms that are required to be completed when a recordable work related injury or illness has occurred. This form, along with the OSHA 300 log, assists OSHA with developing a better picture of the extent and severity of work related incidents. 

With eCompliance safety managers can easily generate the OSHA 300 log and the OSHA 300A summary forms, and there is a template for the OSHA 301 form in the Incidents library.

Conditions to Use this Feature

There are 3 conditions that need to be met to generate OSHA exports in eCompliance. Failure to implement all conditions, including the 2 Standard Sections listed below, will result in this feature not working as expected.

1. Standard Sections must be used on incident forms to record work related incidents. Specifically these two sections on their incident forms: 
   • Standard Details - US (OSHA)
   • Incident Classification - US (OSHA)
2. OSHA must be selected as an applicable agency for the requested site(s)
3. The employee who would like to generate the OSHA forms must be an Account Manager. *There can only be one Account Manager per organization

Documentation on how to use Standard Sections can be found here. When generating the OSHA forms, eCompliance pulls the data from Standard Sections, this is why using Standard Sections is a requirement to generate OSHA forms. 

Choosing OSHA as an Applicable Agency for a Site

To select OSHA as an applicable agency, on the “Home” tab of the requested site click “Modify Site Information”. In the “Agencies Applicable” section select “OSHA” and click update. 

If this change to the agencies applicable is made at a parent site you will be asked if you want to apply this change change to all of the child sites. If you decide to apply this change to the child sites then all of the child sites under this parent site will have OSHA selected as an applicable agency. 

This same flow is followed if you decide to deselect OSHA as an applicable agency, you will be asked if they you want to propagate this change to all of the child sites. If you decide to then all of the child sites will have  “Not Applicable” selected under the “Agencies Applicable” option for that site.

If you only want to apply the change (selecting OSHA as an applicable agency) to that specific site, then the parent site will have OSHA selected as an applicable agency while the child sites will continue to have “Not Applicable” under the “Agencies Applicable” setting for the site(s). 

Generating OSHA Forms in eCompliance

eCompliance uses the information entered into Standard Sections to generate the OSHA forms. So Standard Sections must be used within incident forms to record incidents.

In addition, when completing the Standard Sections form to record Standard Incidents, OSHA Exports will only populate the information which employees have selected “Yes” for question 2.5, “Is this an OSHA recordable incident?”.

For Standard Section forms which employees complete and indicate that the incident is not an OSHA recordable incident, then the information on this form will not be populated on the OSHA forms.

Only employees who are Account Managers and are at a site that has OSHA selected as an applicable agency will see the “Generate OSHA Forms” button on the “Incidents/Hazard” page as the last option under the “Manage” column on the far right of the screen. 

To generate the OSHA 300 or 300A form click the “Generate OSHA Forms” button. 

Account Managers can generate the OSHA 300 and 300A forms in Excel or PDF format. Use the date picker to  select the date range of the information which you would like populated on the form(s). By default you  can only generate one form at a time (300 or 300A), in one format at a time (pdf or excel).

If you decide to generate an OSHA 300 log in pdf format, you will not have the ability to edit the populated information on the document. However, when generating a pdf for the OSHA 300A form you can edit the information with the right software (Adobe for example). OSHA forms generated in excel format can be modified on the excel sheet. 

When generating these forms, eCompliance does not populate all of the site data on the forms. You will need to enter information pertaining to the year of the document and the site, such as the site information, employment information, and the required signing authority.

FAQ

How much does this feature cost?

OSHA exports is available at no extra cost.

Is standard sections required to use OSHA Exports?

Yes. The information which is populated on the OSHA generate forms generates the information from the data entered in the Standard Incidents forms

Can all eCompliance users generate OSHA forms?

An employee must be a Account Manager and “OSHA” must be set as an applicable agency for the site in order to generate OSHA forms. In addition, the information on these forms populates from information entered in the Standard Sections forms, so employees must be using these forms to record their incidents to have this information readily available

How is the information populated between parent sites and child sites?

To generate OSHA forms for one specific site the Account Manager must navigate to that site and generate the forms at that site alone. When generating the forms at a parent site all of the information from the standard incidents forms from the child sites will be calculated as well, the data propagates upwards from child sites to parent sites. This is the current functionality, even if OSHA is not selected as an applicable agency for the child sites (the information is still factored into the data for the parent site)

Does information from locked forms only get populated?

When generating the OSHA forms, eCompliance will pull information from open and locked forms.

How does this capability benefit Canadian companies which are not required to report to OSHA?

Canadian companies which have sites in the United States are required to report their incidents to OSHA and display the OSHA 300A summary at their sites for their employees to view. In addition, recording and reporting incident data in this format (via Standard Sections) is valuable to Canadian companies as their incidents data may be requested when applying for contracts to ascertain their safety standards