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OSHA Report Exporting

OSHA Report Exporting allows administrators to map Event Form fields to OSHA 300/301 report fields and export Event data for submission. This feature simplifies compliance reporting by generating a CSV file that meets OSHA requirements.

 

OSHA Tab — Field Mapping

Clicking the OSHA tab on an Event Form opens the field mapping table.

Mapping Table Features

  • Event Form fields display their Report Label in the dropdown for mapping.
  • The top header includes action buttons and displays a running count of mapped fields.
  • Each OSHA field includes a tooltip showing the supported data type(s).
  • A Status column indicates whether each field is properly mapped.

Additional Mapping

Some OSHA fields require additional mapping for dropdown or radio button selections:

  • Fields that require this will display "Additional Mapping Needed."
  • Clicking this opens a window to map each selection to the appropriate OSHA value.
  • Once completed, the status updates to "Additional Fields Mapped" with a checkmark.

Automatic Mapping

  • Event Form fields that match OSHA fields and have the correct data type will automatically populate.
  • Fields with matching names but incorrect data types will not auto-populate.

Buttons

  • Clear All – Clears all mappings.
  • Save – Saves mappings.

OSHA Field Details

OSHA Field Data Type Additional Mapping Used In
Case Number Text None 300, 301
Job Title Text None 300, 301
Date of Injury Date None 300, 301
Where Event Occurred Text None 300, 301
Describe Injury Text None 301
Before Incident Text None 301
What Happened Text None 301
Injury/Illness Description Text None 301
Object/Substance Description Text None 301
Date of Death Date None 300, 301, 300A
Case Classification Radio / Dropdown Death, Days Away from Work, Job Transfer or Restriction, Other Recordable Cases 300, 301, 300A
Away from Work Number None 300, 301, 300A
On Job Transfer or Restriction Number None 300, 301, 300A
Injury/Illness Classification Radio / Dropdown Injury, Skin Disorder, Respiratory Condition, Poisoning, Hearing Loss, All Other Illnesses 300, 301, 300A
Date of Birth Date None 301
Date of Hire Date None 301
Sex Radio / Dropdown Male, Female 301
Emergency Room Radio / Dropdown Yes, No 301
In-Patient Overnight Radio / Dropdown Yes, No 301
Time Work Began Time None 301
Time of Event Time None 301
Time Unknown Radio / Dropdown None 301

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Submitting an OSHA 301 Event

Using an Event Shortcut

The quickest way to submit an OSHA 301 event is through a pre-configured event shortcut. When set up correctly, the shortcut automatically pre-fills key fields including:

  • Category
  • Form (OSHA 301 Entry and Illness Incident Report)
  • Ref Code
  • Team Leader

This saves time and reduces the chance of errors when submitting recurring event types.

Completing the Form

  • Required fields are marked with a red asterisk — these must be completed before the event can be submitted.
  • Fill in any optional fields that may provide helpful context for the report.
  • Scroll to the bottom of the form and click Submit when finished.

Submitting the event notifies all event role players and kicks off the event workflow.

OSHAEventSubmit

 

Running the OSHA Export Report

A new OSHA Export report is available in ACT Events Standard Reports.

Report Fields

  • OSHA Report Type – Defaults to "OSHA 300/301 Log Report."
  • Report Name – Required; automatically includes the current date and can be edited.
  • Start Date / End Date – Required; filters Events based on the Event Created Date.
  • Division – Select one or more Divisions based on your permissions.
  • Category – Select one or more Categories within the selected Division(s).
  • Select Forms to Include – Only Event Forms with completed OSHA mappings will appear.

If no forms are available, the following message will display: "No Event Forms are currently mapped to OSHA fields. Please navigate to Event Forms in ACT Settings and complete the mapping."

  • Configuration Summary – Displays a summary of your selections.
  • Saved Reports – Allows you to load or delete previously saved report configurations.

Buttons

  • Save Report – Saves the report configuration for future use.
  • Run Report – Displays the report results.
  • Export – Exports the data to a CSV file and opens the success page.

Submitting Your OSHA Export

After exporting, you'll be directed to a confirmation page with instructions for submitting your CSV file to OSHA.

Steps to Submit

  1. Open the OSHA Injury Tracking Application (ITA) portal: https://www.osha.gov/injuryreporting/ita
  2. Follow the instructions on the site to upload your CSV file.

Buttons

  • Back – Returns to the previous screen.
  • Print Instructions – Prints the submission steps.
  • Open OSHA ITA Portal – Opens the OSHA submission page.

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