OSHA 300 Log Entry
OSHA 300 Log Entry template for recording a work-related injury or illness case, including case details, affected person info, treatment, and recordkeeping classification. Use it to capture a consistent log entry and support OSHA recordkeeping decisions.
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Overview
This OSHA 300 Log Entry template is for documenting one work-related injury or illness case in a consistent, reviewable format. It organizes the information needed to assess recordability: when the case happened, who was affected, what body part or condition was involved, where it occurred, what treatment was provided, and whether there were days away from work, restricted work, or hospitalization.
Use it when a case needs to be entered into your OSHA recordkeeping process and you want a structured record that supports review, follow-up, and audit trail needs. The template is especially useful when multiple people touch the case, such as a supervisor reporting the incident, HR confirming employment status, and EHS making the classification decision. The fields are arranged to support progressive disclosure, so you can gather the core facts first and then add outcome details only if they apply.
Do not use this template as a catch-all incident report for every minor event if your process does not require it. It is also not the right place to collect unnecessary PII or unrelated medical details. Keep the entry focused on the minimum necessary information, and use the classification notes to explain the decision when the case is borderline, involves first aid only, or requires a later update after treatment changes.
Standards & compliance context
- This template supports OSHA recordkeeping by structuring the information needed to evaluate whether a case is recordable and how it should be classified.
- Use minimum-necessary data collection and avoid unrelated medical details to align with privacy and data minimization expectations.
- If the form is public-facing or employee-accessible, make required fields clear and ensure the layout and labels support WCAG 2.1 AA accessibility.
- For health-related cases, keep the intake focused on work-related facts and treatment outcomes rather than broad medical history.
General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.
What's inside this template
Case Identification
This section captures the core facts that identify the event and anchor the rest of the record.
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Date of injury or illness
Use the date the incident or onset of illness occurred, or the date it was first reported if the exact date is unknown.
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Case type
Select whether this recordable case is an injury or an illness.
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Was the case work-related?
OSHA recordkeeping applies to work-related cases.
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Brief case summary
Provide a concise factual summary of what happened. Do not include unnecessary PII.
Employee / Affected Person
This section ties the case to the correct worker or affected person without collecting unnecessary personal data.
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Employee name
Required for internal recordkeeping. Avoid entering sensitive personal details beyond what is necessary.
- Job title
- Department
- Employment status
Injury / Illness Details
This section documents what happened, where it happened, and what part of the body or condition was involved.
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Body part affected
Select all that apply.
- Nature of injury or illness
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Incident location
Enter the worksite area where the incident occurred.
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What happened?
Describe the sequence of events factually and briefly.
Outcome and Treatment
This section records the practical impact of the case, including treatment, time away, and work restrictions.
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Medical treatment received
OSHA recordability generally depends on treatment beyond first aid and other criteria.
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Days away from work
Enter the total number of calendar days away from work, if applicable.
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Days of job transfer or restricted duty
Enter the total number of days on restricted duty or job transfer, if applicable.
- Did hospitalization occur?
Recordkeeping Classification
This section explains whether the case is recordable and preserves the reasoning and reporting trail.
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Is this a recordable case?
Use this field to support compliance review and audit trail documentation.
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Classification notes
Add brief notes explaining the recordkeeping decision. Avoid unnecessary PII.
- Reported by
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Report date
Date the entry was completed for the audit trail.
How to use this template
- Create a new case entry and enter the case date, case type, work-related status, and a short case summary based on the initial report.
- Add the affected person details, including name, job title, department, and employment status, using only the fields your process needs.
- Record the injury or illness details with specific fields for body part affected, nature of injury, incident location, and a factual incident description.
- Complete the outcome section with the treatment provided, days away from work, restricted work days, and whether hospitalization occurred, updating the entry if the case changes.
- Set the recordkeeping classification, add notes explaining the decision, and capture who reported the case and when it was reported for a clear audit trail.
Best practices
- Use a date picker for case date and report date so the log stays consistent and easy to sort.
- Mark only the truly required fields as required, and keep optional fields available for follow-up without blocking submission.
- Use conditional logic to show hospitalization, restricted work, or days-away fields only when they apply.
- Write the incident description as a factual summary of what happened, where it happened, and what task was being performed.
- Keep classification notes specific enough that another reviewer can understand why the case was marked recordable or not recordable.
- Limit PII to what is needed for the log and restrict access to people who need the record for compliance or case management.
- Review the entry promptly after submission so treatment changes, lost time, or classification corrections are captured in the audit trail.
What this template typically catches
Issues teams running this template most often surface in practice:
Common use cases
Frequently asked questions
What is this OSHA 300 Log Entry template used for?
This template is used to record a single work-related injury or illness case in a structured way. It captures the incident summary, affected person details, body part, treatment, lost time, and the recordable-case decision. Use it as the entry-level record for your OSHA log process, not as a replacement for your full incident investigation file.
Who should complete the log entry?
It is usually completed by HR, safety, EHS, or a manager trained on recordkeeping rules. The person entering the case should be able to confirm the facts, classify the outcome, and route the entry for review if needed. If the details are unclear, use conditional logic or follow-up fields to gather only the missing information before finalizing the record.
How often should this template be used?
Use it each time a work-related injury or illness meets your reporting or recordkeeping threshold. It should be completed as soon as practical after the incident is known, then updated if treatment, restricted work, or days away from work change. A delayed entry can create gaps in the audit trail and make classification harder.
Does this template apply to every workplace?
No. It is intended for employers and cases that fall under OSHA recordkeeping requirements, including non-exempt industries and employers that meet the employee-count threshold. If your workplace is exempt or the event is not recordable, you may still use the template internally, but you should not treat every entry as an OSHA-recordable case without review.
What are the most common mistakes when filling it out?
Common mistakes include marking every field required, writing vague incident descriptions, and using free-text where a date picker or numeric input would be more accurate. Another frequent issue is skipping the classification notes, which makes it hard to explain why a case was or was not recordable. Missing the report date or reporter also weakens the audit trail.
How should I handle privacy and employee data in this form?
Collect only the fields you need for recordkeeping and case review, following the minimum-necessary principle. If you are collecting PII, add clear disclosure language about who can view the record and why it is being collected. Avoid unnecessary sensitive fields, and use access controls so the log is not broadly visible to people who do not need it.
Can this template be customized for different sites or departments?
Yes. You can add department-specific incident categories, site location options, or conditional logic for hospitalization and restricted duty follow-up. Keep the core OSHA fields intact so the log remains usable across locations, and use progressive disclosure to hide fields that do not apply to a given case. That keeps the form shorter and easier to complete accurately.
How does this compare with collecting incident details in email or chat?
An ad-hoc email thread is harder to search, harder to audit, and more likely to miss required fields. This template gives you a consistent field structure, clearer validation, and a cleaner audit trail for review and follow-up. It also makes it easier to route the case to the right reviewer and keep the record complete over time.
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