OSHA recordkeeping and ITA support
OSHA recordkeeping support that keeps the log current
A managed workflow for incident intake, Forms 300, 300A and 301, annual review and Injury Tracking Application readiness, built around the employer decisions the rule actually requires.
Published starting price and standard scope · Final fit confirmed before work begins · Nationwide remote delivery
- Work-related?
- New case?
- Meets recording criteria?
Published starting investment
From $2,500 setup + $495/month
One establishment, up to 100 active workers, three-month minimum. Final employer determinations and certifications remain with the employer.
Available now
- Forms 300, 300A, and 301 workflow
- Decision trail
- ITA readiness support
The log is easy until the first complicated case.
Recordkeeping fails in the handoff between an injury, medical information, supervisor follow-up and the annual summary. The system keeps the facts, decision trail, forms and dates together without pretending software makes the judgment for you.
Incident intake workflow
A consistent path from initial report through follow-up facts, privacy handling and the recordability review.
Forms 300, 300A and 301
Current records organized by establishment with equivalent-form output available when needed.
Decision support
Up to two case-classification support reviews per month against the criteria in 29 CFR Part 1904.
Annual closeout
Completeness review, Form 300A preparation support, certification routing and posting calendar.
ITA readiness
Establishment data and applicable electronic-submission file checked before the employer authorizes submission.
Retention and access
Five-year record organization, privacy case handling and a controlled response path for requests.
Standard scope
| Commercial service | What the published starting point covers |
|---|---|
| Implementation | One establishment, current-year log migration or setup, intake form, decision trail, annual calendar and administrator training. |
| Ongoing service | Monthly record review, two case-support reviews, annual 300A and ITA readiness support, and controlled record retention. |
| Outside standard scope | Additional establishments, historical reconstruction, legal opinions, medical judgments, onsite investigation, and more than two case reviews per month. |
The boundary, stated plainly
OccuPros organizes facts and supports the analysis. The employer makes the final recordability determination, certifies the annual summary and authorizes any electronic submission.
From incident facts to a controlled record
A recordkeeping workflow built around decisions, dates, and evidence.
The useful part of a recordkeeping system is not a blank log. It is the repeatable path that preserves the facts, identifies the establishment, routes the case for review, and keeps the annual closeout from becoming a last-minute reconstruction. OccuPros maintains that operating path while leaving required employer decisions with the employer.
Capture the event
Collect the worker, establishment, event description, body part, treatment, restrictions, days away, and follow-up owner in one case file.
Review the criteria
Organize the work-relatedness, new-case, and recording-criteria questions in the sequence used by OSHA, with unresolved facts clearly flagged.
Maintain the forms
Keep the case file aligned with Forms 300, 300A, and 301, including privacy-case handling and changes that affect day counts.
Close the year
Run completeness checks, route the annual summary for employer certification, manage the posting calendar, and prepare applicable ITA data for employer-authorized submission.
Inside the operating model
The service separates routine administration from employer control points.
That separation keeps the workflow useful without implying that a consultant or software product can take over certifications, medical judgments, or legal responsibility.
Monthly case desk
New facts, status changes, and day counts are reconciled on a regular cadence. Open questions are assigned instead of disappearing into email, and the current log stays connected to its supporting case files.
Annual closeout control
A defined calendar covers completeness review, Form 300A preparation, executive certification routing, the required posting window, and electronic-submission readiness when the establishment is covered.
Retrievable evidence
Case documents, classification notes, privacy handling, form versions, and employer approvals are organized so an authorized request can be answered without rebuilding the history from scattered files.
Inputs, outputs, and decision boundaries
Know what has to go in, and what a successful handoff looks like.
What we need to configure it
- Establishment list, locations, and responsible company contacts
- Current-year Forms 300, 300A, and 301 or equivalent source records
- Incident intake routes and the people who provide follow-up facts
- Work-status and treatment information available to the employer
- Applicable posting and electronic-submission responsibilities
What the operating package produces
- Consistent case intake and follow-up record
- Employer-facing recordability decision trail
- Current establishment logs and supporting forms
- Annual review, certification, and posting calendar
- ITA-ready data package when electronic submission applies
Discovery focus: establishments, current log condition, incident volume, existing case owners, and whether annual electronic submission applies determine the right implementation scope.
A useful next step
Get the standard scope in writing.
Share the sites, the intended management-system scope, your certification target date, and the point where the current system breaks down. We will confirm fit or explain the difference before work begins.
How activation works
Confirm fit
We verify the stated scope, users, sites, source data and any work that depends on a third party.
Lock the scope
You receive the deliverables, boundaries, responsibilities, price and billing cadence in writing before activation.
Build and validate
We configure the system or program, test it against real users or records, and resolve launch blockers.
Launch and maintain
Ownership, update cadence and support routes are documented so the work stays current after launch.
Common questions
Do all employers have to keep OSHA 300 records?
No. Two partial exemptions apply and they are measured differently. The size exemption is based on the number of employees in your entire company, using peak employment during the last calendar year, so a company that had more than ten employees at any point in that year must keep records. The industry exemption is applied establishment by establishment, using the classification of each establishment. Partially exempt employers still have severe-injury reporting duties. We verify the scope at kickoff.
Will OccuPros decide whether a case is recordable?
We organize the facts and provide support against the criteria in 29 CFR Part 1904. The employer makes and owns the final recordability determination and any certification or electronic submission.
What does ITA support include?
We check establishment data, prepare the applicable dataset, run a completeness review and support the employer through the Injury Tracking Application process. The employer reviews, certifies and authorizes the final submission.
Sources and further reading
- 29 CFR Part 1904, Recording and Reporting Occupational Injuries and Illnesses The federal rules setting which work-related injuries and illnesses an employer records and reports. This is the data behind OSHA 300 logs, ITA submissions and contractor prequalification scoring, not the payroll and claim data a carrier reports to the rating bureau to calculate an experience modification.
- OSHA Injury and Illness Recording Coverage, recording criteria, annual summary, retention and electronic-submission overview.
- OSHA Forms 300, 300A and 301 The current official recordkeeping forms and instructions.
- OSHA Injury Tracking Application The official electronic-submission application and supporting information.
Links go to the primary source rather than our summary of it. The OSHA material is free to read. ISO 45001 itself is a purchased standard, so the ISO link goes to the official listing where you can confirm the current edition and its amendment and read the free preview. We describe requirements in general terms; this is not legal advice or a determination of what any regulation requires of your organization.
See whether the standard scope fits.
Tell us what you are running today and where it breaks. We will confirm the published scope or explain what needs to change before any charge or work begins.
Or call (469) 746-4040.
Catalog listing for this service: OSHA Recordkeeping and ITA Support. Scope and price are confirmed per engagement.
