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Course Orientation and OSHA 1904 Foundations

About this Course

Course Overview

Why Recordkeeping Matters

I. Purpose

II. Scope

IX. Summary of OSHA’s Recording and Reporting Occupational Injuries and Illnesses Regulation, Part 1904

Quiz

Coverage, Exemptions, and Who Must Keep Records

Who is Covered?

B. Coverage.

1. Small Employer Exemption.

2. Low-Hazard Industry Exemption.

I. Covered Employees.

2. Multi-employer Circumstances.

Recordability Decisions: Work-Relatedness, New Case, and Criteria

An Overview: Recording Work-Related Injuries and Illnesses

When is an injury or illness considered work-related?

What is NOT Work-Related?

Which work-related injuries and illnesses should you record?

What are the additional criteria?

What is medical treatment?

What is first aid?

Recording Criteria Decision Tree

Case Classification, Restricted Work, and Day Counts

Classifying Injuries for Recordkeeping

Classifying Injuries and Illnesses

Classifying Illnesses

Restricted Work and Day Counts

How do you decide if the case involved restricted work?

How do you count the number of days?

More on Restricted Work

Count of Days

OSHA Recordkeeping Forms: 300, 300A, and 301

OSHA Recordkeeping Forms

Summary of Forms

OSHA’s Form 300: Log of Work-Related Injuries and Illnesses

OSHA’s Form 300A: Summary of Work-Related Injuries and Illnesses

OSHA’s Form 301: Injury and Illness Incident Report

What do you need to do?

Posting, Retention, Access, and Privacy Requirements

Posting and Recordkeeping Requirements

Timing and Retention

K. Retention and Updating of Records.

J. Certification, Summarization and Posting of OSHA 300 Log Information.

Privacy Concerns

Under what circumstances should you NOT enter the employee’s name on the OSHA Form 300?

M. Employee Involvement.

2. Employee Access to Records.

3. Prohibition Against Discrimination.

Severe Injury Reporting and Electronic Submission

Employer Reporting Requirements

P. Reporting Severe Injuries and Illnesses to OSHA.

1. Methods For Reporting.

2. Information Required in Reporting.

3. Circumstances in which Reporting is Not Required.

R. Electronic Submission of Injury and Illness Data to OSHA.

1. Establishments Required to Electronically Submit Data.

6. Deadline for Submitting Information Electronically.

5. Information that Should Not be Submitted by Employers through the ITA.

Applications and Practice Activities

Situations and Scenarios (Instructor Led)

Practice Exercise #1 (Page 45)

Practice Exercise #2 (Page 64)

Practice Exercise #3 (Page 66)

Support and Reference

If You Need Help…

Regional Office Contacts:

Closing and Reference Materials

Wrap Up

Knowledge Checks (Quizzes)

Quiz 1: OSHA 1904 Purpose, Scope, and Why Recordkeeping Matters

Quiz 2: Coverage and Exemptions

Quiz 3: Work-Relatedness Determinations

Quiz 4: Recordability and Additional Criteria

Quiz 5: Medical Treatment Versus First Aid

Quiz 6: Restricted Work and Days Away Counting

Quiz 7: Case Classification and Outcomes

Quiz 8: Completing OSHA Forms 300, 300A, and 301

Quiz 9: Posting, Retention, Access, and Privacy

Quiz 10: Reporting Severe Injuries and Electronic Submission

Course Surveys

Survey 1: Learner Confidence in OSHA 1904 Recordkeeping Tasks

Survey 2: Course Relevance to Job Roles and Worksites

Survey 3: Course Feedback and Improvement Recommendations

Comprehensive OSHA 1904 Recordkeeping and Injury Reporting Compliance is a practical, regulation-aligned course that shows you exactly how to determine recordability, complete OSHA Forms 300, 300A, and 301, and meet severe injury reporting and electronic submission requirements. Built around OSHA’s 29 CFR Part 1904 and supported by official guidance, you’ll learn when an injury or illness is work-related, how to classify cases, how to count restricted duty and days away, and how to protect privacy while keeping accurate, timely records. Through decision frameworks, real-world scenarios, and targeted knowledge checks, you’ll gain the confidence to make defensible recordkeeping decisions that withstand audits and inspections. Whether you manage a single establishment or multiple sites, the course clarifies coverage and exemptions, small-employer and low‑hazard rules, multi-employer situations, and employee access and anti-retaliation provisions. You’ll also master posting, retention, certification, and annual summarization requirements—plus what, when, and how to report severe incidents to OSHA. By the end, you will have a repeatable, compliant workflow for gathering facts, applying the right criteria, documenting outcomes, and submitting data electronically via the ITA on schedule. If your role touches safety, HR, claims, or operations, this course equips you to reduce risk, improve accuracy, and elevate your organization’s safety transparency.

Comprehensive OSHA 1904 Recordkeeping and Injury Reporting Compliance

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            <p>Maintaining accurate records of occupational injuries and illnesses is a fundamental regulatory requirement under OSHA’s Part 1904. For safety and health officers, human resource managers, and construction foremen, compliance is not merely a matter of administrative adherence but a critical component of workplace safety management and risk mitigation. This course provides a rigorous examination of the 1904 foundations, emphasizing the purpose and scope of these regulations to ensure that every incident is evaluated with precision. By understanding the underlying principles of recordkeeping, professionals can better utilize data to identify hazards, prevent future occurrences, and fulfill their legal obligations to both the government and their workforce.</p>

<p>Participants will navigate the complexities of coverage and exemptions, including specific criteria for small employers and low-hazard industries. The curriculum delves into the technicalities of recordability decisions, distinguishing between work-relatedness, medical treatment, and first aid through structured decision-making frameworks. Furthermore, the course offers comprehensive guidance on classifying cases, calculating day counts for restricted work, and accurately completing OSHA Forms 300, 300A, and 301. Advanced modules address the nuances of privacy concerns, electronic data submission via the Injury Tracking Application (ITA), and the mandatory reporting of severe injuries. Through detailed scenarios and practice activities, safety professionals and workers' compensation agents will gain the proficiency necessary to manage injury reporting with confidence and integrity.</p>
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