OSHA 301 Report Details

The OSHA 301 Injury and Illness Incident Report is a U.S. Department of Labor - Occupational Safety and Health Administration report that you are required to complete within 7 days of a work-related injury or illness being reported. It is submitted with the OSHA 300 Log of Work-Related Injuries and Illnesses Report and OSHA 300A Summary Report.

This topic details how to run the OSHA 301 report and provides field mapping details of where the report data comes from in ClientSpace.

Running the Report

Note: As of Jan. 1, 2024, OSHA requires report submission through their Information Technology Application (ITA) portal. You can generate a merge report from ClientSpace for ITA portal submission. ITA requires a .CSV file format. The merge generates a combined OSHA 300/301 report in .xslx format. You can save the Excel file in the required .csv format prior to submission. To generate an OSHA 300/301 report for ITA submission, refer to the Generating an OSHA 300/301 ITA Export File section of this article.

To run the report:

On the modules bar, select WC Claims.

The WC Claims dashboard displays.
In the Action Center, under Reports, click OSHA 301.
The OSHA 301 generates as a PDF in your Windows Downloads folder.
Open the report and ensure that all fields are completed satisfactorily.
If there are missing or incorrect fields and you are not sure of the location of the data in ClientSpace, refer to the Column Mappings section below, enter the correct information and run the report again.

Column Mappings

Review the image and table below for OSHA 301 field mapping details. Match the item number shown on the image to the item number in the table.

Note: Wherever there is (Open) link on the Comp Claim form that allows you to jump from the Comp Claim to a mapped field residing on a different form, we display the "jump" navigation method in the ClientSpace Field Location column of the table below. As the OSHA 301 report is generated from the Comp Claim, we assume in this topic that the Comp Claim is your starting point when navigating to the mapped fields in ClientSpace.

Item #	OSHA 301 Field	ClientSpace Field	ClientSpace Field Location
Column 1 - Section 1
1	Completed By	Claim Specialist	WC Claims > Comp Claim form > Home tab > Claim Details section. Note:Although Claim Specialist displays on the Comp Claim form as a selection, the value is located in the Users table here: System Admin >Users> User Details form > General section.
2	Title	Title	System Admin >Users> User Details form > General section.
3	Phone	Phone	System Admin >Users> User Details form > General section.
4	Date	N/A	Uses current system date.
Column 2 - Section 1: Information about the employee
5	Full Name	First Name and Last Name	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Employee Detail section.
6	Street	Address1 and Address2	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Contact Information section.
7	City	City	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Contact Information section.
8	State	State	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Contact Information section.
9	ZIP	Zip Code	Employees > Employee form > Home tab > Contact Information section.
10	Date of birth	DOB	Employees > Employee form > Home tab > Employee Detail section.
11	Date hired	Last Hire Date	Employees > Employee form > Home tab > Employee Info link under Action Center > Employment form > Employment Information section.
12	Male	Gender	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Employee Detail section.
13	Female	Gender	WC Claims > Comp Claim form > Home tab > Claim Details section > Click (Open) in Employeefield to display Employee form > Home tab > Employee Detail section.
Column 2 - Section 2: Information about the physician or other health care professional
14	Name of physician or other health care professional	Physician	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section.
15	Facility	Provider	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section.
15	Street	Address1 and Address2	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section > Click (Open) in Provider field to display Comp Claim Medical Provider form.
17	City	City	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section > Click (Open) in Provider field to display Comp Claim Medical Provider form.
18	State	State	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section > Click (Open) in Provider field to display Comp Claim Medical Provider form.
19	Zip	ZIP Code	WC Claims > Comp Claim form > Home tab >Treatment link under Action Center > Comp Claim Treatment form > Treatment Information section > Click (Open) in Provider field to display Comp Claim Medical Provider form.
20	Was employee treated in emergency room?	Treated in Emergency Room	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
21	Was employee hospitalized overnight as an in-patient?	Hospitalized Overnight	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
Column 3 - Section 1: Information about the case
22	Case number from the Log	ClientSpace Claim ID	WC Claims > Comp Claim form > Home tab > Claim Details section.
23	Date of injury or illness	Date of Injury	WC Claims > Comp Claim form > Home tab > Claim Details section.
24	Time employee began work	Start of work (DOI)	WC Claims > Comp Claim form > Home tab > Claim Details section.
25	Time of event	Time of Injury	WC Claims > Comp Claim form > Home tab > Claim Details section.
26	What was the employee doing just before the incident occurred?	Pre-Injury Activity	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
27	What happened?	Accident Details	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
28	What was the injury or illness?	Describe Injury or Illness	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
29	What object or substance directly harmed the employee?	Cause of Injury Detail	WC Claims > Comp Claim form > Comp Claim Injurytab > Injury Details section.
30	If the employee died, when did death occur? Date of death	Date of Death	WC Claims > Comp Claim form > Home tab > Click Show Details in Claim Details section to view Date of Death in Additional Claim Information section.

Generating an OSHA 300/301 ITA Export File

An Excel Merge named OSHA_ITA_300_301_EXPORT_2024 (System Admin > Outputs > Merges) is used to generate a combined OSHA 300/301 report in the required format for OSHA ITA portal submission. You can manually generate the report from the Client Master record of the desired workspace using the steps outlined in this section.

Note: When the yearly scheduled process Generate OSHA Forms runs the merge, the merge file is added as file attachment to the OSHA Forms dataform OSHA 300/301 ITA field. When you manually run the report, the file is deposited in your Windows Downloads folder.

To generate an OSHA 300/301 ITA Export File:

On the modules bar, select Clients, locate the desired Client Master record on the Client Master dashboard and then open it (or from a workspace landing page, click (Open) at the top of the Client Info widget.)
In the Action Center, under Reports, click Export OSHA ITA 300-301 File.

The OSHA_ITA_300_301_EXPORT_2024 form opens.

Complete the form:

Client	This runs the export for the selected Workspace.
Location	Location provides a list of Active Locations in the Workspace.
Contract Type	Contract Type is a filter used to run the report for selected contract type. This setting was used with the orginal version of the OSHA 300 report where you can run the report from the Admin Workspace for multiple clients at once. This does not apply for the combined OSHA 300/301 merge export as you can only run the report for a specific workstation from the Client Master file of that workstation. You cannot run the report across multiple clients.
Year	This required field filters for Claims logged in the selected calendar year.
Summarize By Account	When this option is selected, all available claims for the OSHA year selected display under the Primary location for that client.
Client Options	This filter option is a carryover from the orginal version of the OSHA 300 report where you can run the report from the Admin Workspace for multiple clients at once and specify whether you want to include clients with claims, without claims or clients with and without claims (i.e., all clients). This does not apply for the combined OSHA 300/301 merge export as you can only run the report for a specific workstation from the Client Master file of that workstation. You cannot run the report across multiple clients.
Include Terminated Clients	This filter option is a carryover from thorginal version of the OSHA 300 report where you can run the report from the Admin Workspace for multiple clients at once and specify whether you want to include claims from clients across workspaces that have been terminated in the OSHA year selected. This does not apply for the combined OSHA 300/301 merge export as you can only run the report for a specific workstation from the Client Master file of that workstation. You cannot run the report across multiple clients.
Hide Location Name	If the Hide Location Name field is checked, only the Organization Name is used in the Establishment Name. The location is excluded.

Click Execute.
Retrieve the file from your Windows Downloads folder.
Save the file as a .CSV file prior to submitting through the ITA portal.