Incidents
from the report to the OSHA log, in one place

1What Incidents does

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Incidents is your OSHA recordkeeping done as you go - so that when an inspector asks for the 300 Log, it already exists and it is already right.

The module holds the whole life of a workplace injury or illness, from the moment it happens to the trend it becomes:

1. Record the incident (or a near miss) with the details OSHA asks for.
2. Classify it - injury or illness, and the outcome - which decides how it lands on the log.
3. Investigate the root cause and raise corrective actions so it does not repeat.
4. Report - the OSHA 300 Log, 301 incident report and 300A annual summary build themselves from what you entered.
5. Trend - rates and patterns roll up so you can see whether the programme is working.

2Words you'll see

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Term	What it means
Recordable	An injury or illness that meets OSHA's criteria for the 300 Log - death, days away, restricted duty, transfer, loss of consciousness, or treatment beyond first aid.
Classification	Whether the case is an injury or an illness type. Drives column M on the 300 Log.
Outcome	The most serious result - death, days away from work, job transfer or restriction, or other recordable. Only one per case.
Privacy case	A sensitive injury (per 29 CFR 1904.29) where the employee's name is withheld from the log.
DART rate	Days Away, Restricted or Transferred - cases per 100 full-time workers. An industry benchmark of severity.
TCIR	Total Case Incident Rate - all recordable cases per 100 full-time workers.
Root cause analysis	A structured investigation (for example 5 Whys) that finds why the incident happened, not just what happened.
300 / 301 / 300A	The three OSHA forms: the log, the individual incident report, and the annual summary you post each spring.

3The Incidents home screen

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Click Incidents in the left sidebar. The top of the screen is your recordkeeping scoreboard for the selected year, and the seven tabs below are the whole module.

Tab	What lives there
Incidents	The records table for the year, plus the corrective actions raised from them.
Trends	Rates and charts - recordable count, DART, days away, monthly pattern.
OSHA 300 Log	The Form 300 log, built from your records, ready to export.
OSHA 301	The individual incident reports behind each case.
300A Summary	The annual summary and your DART / TCIR rates.
Near Misses	The near-miss log - tracked separately from recordable cases.
Root Cause	Every investigation across the site, with its status.

4Record an incident

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One form, entered once, becomes the 300 Log row and the 301 report together.

5Log a near miss

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The close call you write down today is the recordable you avoid next month.

The near-miss form is deliberately short - date, where it happened, what happened, and any contributing factors. It can be filed anonymously, and the person reporting does not need to have been hurt.

6Investigate and correct

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Recording an incident documents it. Investigating it is what stops the next one.

Root cause analysis

Start an investigation from an incident row or from the 301 view, and it appears on the Root Cause tab. ShieldSphere gives you a structured method - a 5 Whys analysis - that drives past the surface cause to the real one, and tracks each investigation from In progress to Completed.

Corrective actions

Findings from an incident or its investigation become corrective actions - assigned tasks with owners and due dates - shown right on the Incidents home under Incident corrective actions. They share the same corrective-actions engine as Inspect, so Overdue here is the same number an inspector will ask about there.

7The OSHA forms

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You already did the work when you recorded each case. These tabs just assemble it into the official forms.

OSHA 300 Log

The OSHA 300 Log tab is Form 300 built from your records - every case as a row, classified across columns A to M, with page totals calculated for you. Official XLSX exports the government-format file; Preview Form shows it as it will print.

300A Summary and your injury rates

The 300A Summary tab is the annual summary you post from February through April. Enter your total hours worked and ShieldSphere calculates your DART rate and TCIR - the two numbers that let you benchmark against your industry.

8Reading the Trends tab

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One year's log tells you what happened. Trends tells you whether you are getting safer.

Watch the year-over-year change and the DART cases tile before the raw count. A rising recordable number is not always bad - it can mean people are finally reporting - but a rising DART rate means the cases that do happen are getting more serious, and that is the one to act on.

9Troubleshooting

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Symptom	Cause and fix
The record will not save	Every section of the OSHA 301 must be completed first. Scroll the form for a required field left blank.
A case is on the wrong line of the 300 Log	Its outcome is set wrong. Edit the incident and correct the outcome - only the single most serious one should be ticked.
My DART / TCIR rates are blank	Enter total hours worked in the 300A Summary. The rates cannot compute without them.
A near miss is not on the 300 Log	That is correct. Near misses are tracked separately and never appear on the 300 Log.
An employee's name should not be public	Tick Privacy case on the incident. The name is withheld from the log per 29 CFR 1904.29.
I'm looking at the wrong year or site	Check the year selector top-right and the current profile in the sidebar. Every figure is scoped to both.