OSHA Recordkeeping Package (300/300A/301) – Guide + Auto-Calculated Excel Workbook

Description:

Complete OSHA recordkeeping package under 29 CFR 1904 — includes a full compliance guide plus an equivalent-form Excel workbook covering all three required forms in one file: OSHA 300 Log (case-by-case entry with dropdown classification), OSHA 300A Summary (fully auto-calculated from the Log — deaths, days-away/transfer/other-recordable counts, total days lost, injury-type totals, plus executive certification block), and OSHA 301 Incident Report (detailed per-case narrative). The guide explains who must comply (10-employee threshold, industry exemptions), the 7-day entry rule, 5-year retention, the Feb 1–Apr 30 posting requirement, and electronic submission considerations. Enter each case once and the annual summary builds itself — no manual year-end tallying. Editable Word guide + live-formula Excel workbook. Ideal for HSE managers and business owners needing audit-ready recordkeeping.

Disclaimer:

This document and workbook are equivalent-form templates and methodology references based on 29 CFR 1904. They are not a substitute for a full compliance review by a qualified safety professional and do not constitute legal advice. Recordability determinations, privacy case handling, and electronic submission obligations must be independently verified against current OSHA requirements. No liability is accepted for use of these documents.