Header information
Includes employer name, establishment name, address, and NAICS code or industry identifier so the summary is clearly attributable to the correct site.
Accurate OSHA 300A summaries demonstrate regulatory compliance, help identify safety trends, and support employee right-to-know obligations. For healthcare employers, clear injury/illness tracking aids infection control, staffing decisions, and risk management while reducing exposure to citation and recordkeeping violations.
Each listed role contributes to accuracy and timely posting; coordinated workflows reduce mistakes and compliance risk.
The Safety Officer typically compiles the OSHA 300A data, ensures the summary matches Form 300 entries, verifies counts, and coordinates internal distribution and posting to employees.
The Occupational Health Manager reviews case classifications, confirms medical-release and lost-time coding, and signs off or certifies the summary where an authorized manager signature is required.
| Field | Configuration |
|---|---|
| Routing | HR then Safety then Manager |
| Authentication | Email verification plus optional SMS code |
| Templates | Save approved 300A as reusable template |
| Reminders | Automated reminders at 7 and 3 days |
Choose a platform that supports secure signing, customizable templates, and reliable audit trails for OSHA records.
Post the prior calendar year’s OSHA 300A from February 1 through April 30.
Keep underlying records for five years after the year they cover (OSHA recordkeeping retention).
Report work-related fatalities and certain hospitalizations to OSHA within required hours.
Provide copies to employees on request during the retention period.
Complete and certify summaries promptly after year-end to meet posting window.
Compile Form 300 entries for the prior calendar year.
Confirm classifications and totals with clinical and EHS teams.
Have authorized manager sign the completed 300A.
Post public summary and store records for retention period.
Includes employer name, establishment name, address, and NAICS code or industry identifier so the summary is clearly attributable to the correct site.
Specifies the calendar year for which totals are reported; this anchors retention schedules and posting obligations for that period.
Breaks out total recordable cases and subcategories such as days away, job transfer, restricted work, and other recordable outcomes.
Ensures removal of patient-identifying details and limits access to underlying medical records to authorized personnel.
Authorized manager signs and dates the form to attest to its accuracy and completeness before posting.
Maintain documentation of calculations, who prepared the summary, and any edits for future inspection or internal review.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card required | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |