By Aclaimant

Sep 19, 2023


Marni is new to her job as Risk & Safety Director for a major ski resort destination, a conglomerate of hotels, restaurants, and entertainment activities based in the Rocky Mountains. Little did she know when she started in October what a mountain of paperwork she’d have to wade through to complete her OSHA filing in January.

On top of organizing all the paperwork and email conversations she’ll need to determine OSHA recordability. Good thing Marni’s boss is looking to upgrade their process due to other staffing shortages at the resort. Where does Marni begin?


In the following blog we’ll give you four practical steps to help you begin your OSHA filing process. 

1. Gather your incident information, and ensure it’s complete and ready for the OSHA 301 form. 

The first step to beginning your OSHA filing is to make sure you have all of your incidents recorded and completed. Digitizing your information can be a huge benefit, whether it’s in a spreadsheet, or it’s centralized within its own risk management information system (RMIS). Next we’ll discuss the crucial information you need to have on hand to complete your OSHA 301 forms. 

2. Assign all incidents to the correct location. 

At the end of your OSHA filing you will need to batch all the incidents that have occurred by location. Having this information sorted at the beginning of your filing process will greatly benefit you by the end when you’ll need each supervisor to sign-off on all OSHA recordable incidents. 

3. Collect your basic business information.

For each location, you will need to report some basic information like your NAICS codes, average number of employees, total number of hours worked per employee by location, and industry description. 

4. Summarize, complete, and electronically submit your OSHA 300, 300A, and 301 forms. 

OSHA Form example


A common challenge for many smaller companies lies in what is needed to complete the summary information for the OSHA 300, 300A, and 301 forms. This is not only because they need to collect and report major information like number of deaths, occurrence of skin disorders, poisonings, etc., but because they also need to summarize basic details such as days lost, days away from work, and other date-related information. This can be hard to calculate, and traditionally requires a complicated spreadsheet or manual process. 

However, once this is complete you can get the correct supervisors for sign-off and you’re ready to begin the intricate details of completing your OSHA 300, 300A, and 301 forms. 

The Aclaimant platform allows you to track your OSHA events from start to finish using mobile-enabled technology. Centralizing your OSHA information in one place allows you to prioritize and assess recordability with ease. To learn more about the Aclaimant platform, schedule a free demo with one of our experts today. 

Also, make sure you’re following along with our OSHA Season Guide by either following us on LinkedIn, or subscribe below to get all of our content updates. 

Finally, be sure to watch our webinar on OSHA prep!