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Free Compliance Checklist • OSHA 300 / 300A / 301

OSHA Recordkeeping Readiness Checklist

Decide recordability correctly, log it on time, and be ready for the annual posting — before OSHA asks.

OSHA recordkeeping citations rarely involve dangerous workplaces — they involve confused paperwork. The incident that never hit the log because the comp claim was denied. The 'light duty' arrangement nobody recorded as restricted work. The day count that skipped weekends. Each is an easy citation during any inspection, and inspectors check the log first.

This checklist runs every incident through the three recordability gates — work-related, new case, recording criteria — with OSHA's exhaustive first-aid list to settle the treatment question, calendar-day counting rules, the 7-day log entry deadline, severe injury reporting windows, and the annual 300A cycle from verification to executive certification to the February 1 posting.

Who should use this compliance checklist

  • Safety coordinators and office managers who own the OSHA log
  • Employers who just had an injury and aren't sure it's recordable
  • Operations leaders using informal light duty
  • Companies approaching the electronic submission thresholds

What it helps prevent

  • Unrecorded recordables discovered during an OSHA inspection
  • Confusing workers' comp compensability with OSHA recordability
  • Day counts that stop and start with the schedule instead of the calendar
  • Missed 300A posting and electronic submission deadlines
  • Citations that turn a safe workplace into a cited one over paperwork

What’s inside

  • Part 1 — Incident Facts
  • Part 2 — Recordability Decision Gates
  • Part 2a — First Aid vs. Medical Treatment
  • Part 3 — Days Away / Restricted Duty Count
  • Part 4 — Log Entry Status
  • Part 5 — Annual Readiness

Before you process payroll, terminate, classify, deduct, or respond to a claim, get the decision reviewed.

Faulkner HR Solutions helps Texas employers, nonprofits, municipalities, and growing businesses fix the people systems behind recurring workplace problems. If this resource raised a risk flag, do not guess your way through the next step.

Frequently asked questions

Workers' comp denied the claim — do we still record it?
Possibly, yes. OSHA recordability and comp compensability are independent tests. A denied claim can still be a recordable injury, and 'comp denied it' is one of the most common causes of missing log entries.
What's the difference between first aid and medical treatment?
OSHA publishes an exhaustive first-aid list — if the treatment is on the list and nothing more was done, the case isn't recordable on treatment grounds. Prescription medication, sutures, physical therapy, or any work restriction crosses the line. The checklist reproduces the list so the call is mechanical.
How do we count days away from work?
Calendar days, starting the day after the injury, including weekends and holidays, capped at 180. The injury day itself never counts. Counting only scheduled shifts is the classic day-count error.
Which deadlines matter most?
Log entries within 7 calendar days; fatalities reported within 8 hours; inpatient hospitalizations, amputations, or eye loss within 24 hours; the 300A posted February 1 through April 30; electronic submission by March 2 for covered establishments. Part 5 turns those into a recurring calendar.
Disclaimer. This resource is provided for general employer education and planning purposes. It is not legal advice and does not create an attorney-client relationship. Employment laws, agency guidance, and local requirements may change. Employers should review the facts of each situation before acting and consult appropriate HR or legal counsel when needed.