Serenity supports full OSHA recordkeeping compliance by helping your organization track, manage, and generate official OSHA documentation for work-related injuries and illnesses.
This article provides an overview of the three primary forms and instructions on how to generate them in the system.
What Does OSHA Require?
Under OSHA’s Recordkeeping Standard (29 CFR 1904), employers are required to maintain three key records:
Form 301 – Injury and Illness Incident Report
A detailed report describing the specifics of each injury or illness (employee, what happened, how it happened, etc.)Form 300 – Log of Work-Related Injuries and Illnesses
A running log of recordable cases throughout the year, listing names (except for privacy cases), case details, and outcomesForm 300A – Summary of Work-Related Injuries and Illnesses
A year-end summary of totals from the Form 300 that must be posted publicly each February through April
ℹ️ OSHA Official Recordkeeping Guidance
OSHA Form 301: Generated from the Injury Record
Users can generate OSHA Form 301 directly from any injury record.
To do so:
Open the injury record
Expand the Export to PDF button at the top right of the page
Select Export OSHA Form 301
This PDF format includes all required OSHA fields and can be stored digitally or printed as needed.
🔒 For privacy cases, personally identifiable information (PII) is automatically redacted.
OSHA Forms 300 & 300A: Year-End Summary Reporting
To generate these forms:
Navigate to any Establishment Record (e.g., San Diego – Production)
Select the OSHA Reporting tab on the left-hand menu
Use the Start a report button to begin the process
Once the system compiles eligible recordable cases:
Click Download to export the PDF summary
🔐 Only users with the EHS Manager role can generate OSHA 300/300A forms.
Privacy Handling
If an injury is marked as a privacy case:
The employee’s name is omitted from the Form 300
Only authorized users can view sensitive details
OSHA logs remain compliant with redaction rules