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Playbooks · 62 pages · 45 min read

OSHA Recordable Playbook

A field-tested guide to recording, classifying, and reporting OSHA-recordable incidents in QEHS — with the TRIR / DART / LTIR math worked out.

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Who it is for

  • Safety managers with OSHA 300 / 300A / 301 obligations
  • Corporate EHS rolling up across multiple establishments
  • Brokers and insurers consuming recordable data

Outline

  1. Chapter 1 — 29 CFR 1904 in plain English
  2. Chapter 2 — The recordability decision tree
  3. Chapter 3 — Classifying Days Away / Restricted / Transferred
  4. Chapter 4 — First-aid-only vs. medical-treatment-required
  5. Chapter 5 — The TRIR / DART / LTIR formulas, step by step
  6. Chapter 6 — 300A posting, electronic submission (ITA), and common mistakes
  7. Chapter 7 — QEHS incident module — field-by-field walkthrough
  8. Chapter 8 — Contractor-included vs. contractor-excluded reporting

Read the first section

The recordability decision tree

Before any incident reaches the OSHA 300 log, it has to pass the recordability test. The seven questions below are the exact decision tree our incident module uses when you enable the "OSHA recordable" capability.

  1. Is the injury or illness work-related? (29 CFR 1904.5)
  2. Is it a new case, or a recurrence of a previously-recorded case? (29 CFR 1904.6)
  3. Does it meet the general recording criteria? (death, days away, restricted work, job transfer, medical treatment beyond first aid, loss of consciousness, significant injury/illness)
  4. Does it meet an additional criterion? (needlestick/sharps, medical removal, hearing loss, tuberculosis, etc.)
  5. Is the employee on the roster of this establishment?
  6. Has the case been classified (DART / restricted / first-aid-only)?
  7. Are privacy-concern rules in effect? (29 CFR 1904.29(b)(6))

This is the first section of 62 pages — request a copy below and we will email you the full document.

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