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Manage cases

Learn how to manage cases for OSHA reporting via the web app.

What are cases in OSHA reporting?

In OSHA reporting, a case refers to any recordable workplace injury or illness that occurs within an establishment. Each case captures detailed information about the incident, the affected employee, and the outcome, such as days away from work or restricted work activity. Recording cases accurately is essential for completing OSHA Forms 300, 300A, and 301 and ensuring compliance with federal requirements.

A list of the recorded cases for OSHA in the establishment profile on the web app.

Create a case

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select OSHA at the top of the page.

  4. Select an establishment.

  5. Click Plus iconCreate case on the upper-right of the page. Create a case for OSHA reporting via the web app.

  6. Enter the required case and employee details accordingly.

  7. Click Done on the upper-right of the page.

Edit a case

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select OSHA at the top of the page.

  4. Select an establishment.

  5. Select a case.

  6. Click Pencil iconEdit on the upper-right of the page. Edit a case for OSHA reporting via the web app.

  7. Update the case and employee details accordingly.

  8. Click Done on the upper-right of the page.

Deleting is irreversible, and we cannot restore permanently deleted items. Confirmation is always required before any deletion, so be sure you're not accidentally deleting the wrong item.

Delete a case

  1. Log in to the web app.

  2. Select Investigations iconInvestigations from the menu on the left-hand side.

  3. Select OSHA at the top of the page.

  4. Select an establishment.

  5. Select a case.

  6. Click Delete iconDelete on the upper-right of the page. Delete a case for OSHA reporting via the web app.

  7. In the pop-up window, click Delete.

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