Adding OSHA 301 Workplace Incidents

Important:

This feature requires SuitePeople. For more information, see SuitePeople Overview.

OSHA 301 forms are used to report workplace incidents and injuries for companies in the United States. A workplace incident is added any time an incident occurs that meets your regulatory requirements. You can add an incident from the Workplace Incident List page or directly from the employee record.

To add an OSHA 301 workplace incident:

1. Go to Lists > Workplace Incidents > New.

2. On the Select a form type page, click OSHA 301.

3. Note that the Workplace Incident ID is a unique number generated when the incident is created.

4. Select a location from the Location list.

5. Enter the date in the Date of Form Completion field. It defaults to today, but you can change it. For example, you are entering information from a paper form that has already been filled out. You might specify the date shown on the form.

To add primary information:

1. Select the name of the employee filling out this incident form from the Completed By list.

2. Enter the phone number and job title of the employee completing this form in the Phone and Title fields.

To add employee information:

1. Select the employee’s name from the Full Name list. The fields in this section are automatically sourced from the employee record, but you can edit them.

2. To hide the name of the employee in the OSHA 301 log, check the This is a Private Case box. When this box is checked, the words “Privacy Case” appear in the log instead of the employee’s name. After reading the notification popup, click OK.

To add physician or other health care professional information:

1. Enter the appropriate name in the Name of Physician or Other Health Care Professional field.

2. If the employee was treated at a facility away from the workplace, check the Treatment was Given Away from Worksite box. Then, enter the name and address of the facility.

3. If required, check the appropriate box if the employee was treated in an emergency room or if they were hospitalized as an in-patient.

To add case information:

1. In the Case Number field, enter any other tracking number that your organization has assigned to this incident.

2. Enter the time the employee started work on the day the incident occurred in the Time Employee Began Work on Day Incident Occurred field.

3. Select the Date of the Injury or Illness. The current date is selected by default, but you can select a different date.

4. In the Time of Incident field, enter the time when the incident occurred. If this is not known, check the Time Cannot Be Determined box.

5. Select the type of injury caused by the incident from the Injury or Illness Type list.

6. Select the classification from the Case Classification list.

7. If required, enter the number of days that the employee was away from work in the Number of Days field.

   Note:

   If this workplace incident caused an employee death, read and follow the instructions in the information box that appears.

8. Describe as many aspects of the incident as you can, using the following categories:

   • What was the injury or illness?

   • What occurred?

   • What was the employee doing in the moments before the incident occurred?

   • What object or substance directly harmed the employee?

   • Where did the event occur?

To add attachments:

1. If you have any files with supporting information, such as pictures, click the Attachments subtab.

2. Select a file from the Attach File list. To upload a file to attach, click New.

3. Click Add.

To add notes:

1. To add a note to the incident form, click the Notes subtab.

2. Enter the note information.

Note:

When you are finished filling out all of the information about the incident, click Save.

Related Topics

Adding a General Workplace Incident

Adding a RIDDOR Workplace Incident

Adding a Workplace Incident

General Notices