OSHA 300/301 ITA Export Merge
The OSHA 300/301 ITA Export Merge is used to generate a combined OSHA 300/301 report in .XSLX format (which you can then save in .CSV format for OSHA ITA portal submission).
Configuration
Default configuration on the Merge Admin Detail configuration form is located in System Admin 
> Outputs > Merges in the OSHA_ITA_300_301_EXPORT_2024 record:
Running the Merge
The merge is set to run yearly using the Generate OSHA Forms scheduled process if the Generate OSHA 300/301 ITA checkbox on the Client Master is checked. If this field is checked, it adds the merge file as an attachment to the OSHA Forms dataform OSHA 300/301 ITA field of each workspace. If the Generate OSHA 300A ITA checkbox on the Client Master is not check only the original version of the OSHA 300 report is generated and added to the OSHA Forms dataform.
You can also manually generate the report from the Client Master record of the desired workspace using the steps outlined in these locations:
-
The Generating an OSHA 300/301 ITA Export File section of the OSHA 300 Report Details article.
-
The Generating an OSHA 300/301 ITA Export File section of the OSHA 301 Report Details article.