OSHA 300A ITA Export Merge

The OSHA 300A ITA Export Merge is used to generate the OSHA 300A 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_300A_EXPORT_2024 record:

Running the Merge

The merge is set to run yearly using the Generate OSHA Forms scheduled process if the Generate OSHA 300A 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 300A ITA field of each workspace. If the Generate OSHA 300A ITA checkbox on the Client Master is not only the standard versions of the OSHA 300 and OSHA 300A are 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 the Generating an OSHA 300A ITA Export File section of the OSHA 300A Report Details topic.