osha 300 online 300 user guide.pdf · a compilation of recordkeeping requirements from the federal...

USER GUIDE

www.InsuranceVisions.com(800)497-9996Revised February 19, 2010

Insurance Visions, Inc

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Table of ContentsINTRODUCTION .................................................................................................................... 4

SYSTEM OPERATIONS............................................................................................................ 4

SETTING-UP OSHA 300 ONLINE.............................................................................................. 5

WELCOME PAGE .............................................................................................................................. 5

Your Name............................................................................................................................... 5

System Settings ....................................................................................................................... 5

Login Passwords...................................................................................................................... 5

Custom Fields .......................................................................................................................... 6

Help ......................................................................................................................................... 7

Logout ..................................................................................................................................... 7

MAIN TOOL BAR ............................................................................................................... 7

HOME ............................................................................................................................................ 7

Osha Log.................................................................................................................................. 7

LIBRARY.......................................................................................................................................... 7

REPORTS ........................................................................................................................................ 7

GUIDELINES..................................................................................................................................... 7

Search ................................................................................................................................. 8

Records ............................................................................................................................... 8

Help..................................................................................................................................... 8

Recent Osha Cases.............................................................................................................. 8

LOCATIONS ..................................................................................................................................... 8

HOURS WORKED & NUMBER OF EMPLOYEES ....................................................................................... 9

ASSIGNING USERS TO LOCATIONS ....................................................................................................... 9

DEPARTMENTS ..............................................................................................................................10

Insurance Visions, Inc OSHA300online.com

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REGIONS....................................................................................................................................... 10

OSHA LOG............................................................................................................................11

OPTIONAL CLAIM CRITERIA..............................................................................................................12

PRINTING THE OSHA LOG ...............................................................................................................13

OSHA FORM 301 ..................................................................................................................14

REPORTS..............................................................................................................................16

REPORT TYPE ................................................................................................................................16

REPORT CRITERIA ...........................................................................................................................17

PRIVACY CONCERN CASES REPORTS .................................................................................................. 17

REPORT TYPE - EXCEL .....................................................................................................................18


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INTRODUCTIONTo make your utilization of OSHA 300 Online easier and more enjoyable, we have developed thiseasy to use User Guide that may be utilized as a ready reference. All users of OSHA 300 Onlineshould familiarize themselves with this manual. Keep in mind that once the initial Set-Up hasbeen completed as described in Items A-I below, you will never need to re-enter thisinformation except for periodic maintenance. Also included is a brief “how to” for themaintenance and printing of the OSHA 300 Log, the 300A Summary, the Injury and IllnessIncidence Rates, and the form OSHA 301. We recommend the following steps be used and in theorder in which they are listed.

SYSTEM OPERATIONS OSHA 300 Online contains a session time-out function. If OSHA 300 Online detects no

activity for a 30 minute period of time the system will automatically logout the user.This is done for several technical reasons, all of which are designed to maximize systemresources and keep OSHA 300 Online operating at its optimum level.

Always use the <Tab> key to advance the cursor. Do not use the <Enter> key.

Input all dates in a mm/dd/ccyy format.

All indicators use either a radio button or a check mark. Clicking on the appropriatefield with your mouse will toggle the indicator on or off. Or, if you cursor is resting inthat field, pressing the space bar will do the same.

Always use upper and lower case to enter your data. OSHA 300 Online uses aproportional font when printing the forms and since very limited space is available,using upper case only will over-print the information contained in various sections ofthe forms.

Throughout the program you will notice various words or phrases that are underlined.These are links that will take you directly into that file where various functions can beperformed. This is consistent throughout the program.


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SETTING-UP OSHA 300 ONLINEThe site address is www.osha300online.com.

Record your User ID and Password and maintain in a safe location. If you should everforget your Password, at the Login screen, first enter your User ID (your e-mail address) thenclick on the Forgot Password link. Your Password will be e-mailed to you.

Welcome PageImmediately after Login, you will be taken to the Osha 300 Online Welcome Page. Anoverview of this page, and the procedures for setting-up Osha 300 Online follows:

Your NameClick on Your Name located in the upper right of the screen and review your personalinformation. You may change any of the information shown then when finished click on theSave button.

System SettingsNext, click on System Settings that is also located in the upper right corner of the screen andyou will be taken to the System Settings Maintenance Menu. To review or make anychanges to your company information, click on your company Name then make the change.When finished, click on the Save Button. Note to the right and bottom of the screen is theLogin Passwords file that also needs to be set-up.

Login PasswordsAt the bottom of this screen is the Login Password Table. This is where you will be addingthe personnel who will actually be using OSHA 300 Online. Click on the Add Login Passwordlink and the Password screen will appear. Enter the person’s Name, Title, Phone Number,Login User ID (their e-mail address) and their individual Password. The Password maycontain up to eight (8) characters and may be either alpha or numeric or a combination ofboth. Next, click on the Password Level pull-down table. If the person is assigned an Adminclassification, they will have access to every function within OSHA 300 Online. As a User,they are restricted to the capability of only maintaining an OSHA Log at a designatedlocation(s). If a Viewer level, they can only view an OSHA entry at a specific location. Next, ifeither a Viewer or User level, check if they are to have access to the OSHA 301 form

www.osha300online.com


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functions that includes completion, maintenance, and printing of that form. Finally, if a Userlevel, check if they will be permitted to edit or change Location data or utilize the Reportsfunction. When complete, click on the Save button, and you will be returned to the SystemSettings Maintenance Menu.

To change an existing Password Login, click on the person’s Name then change any of theinformation shown. When you are finished, click on Save.

Custom FieldsThe OSHA 300 Online program permits you to add Custom Fields that are NOT contained onthe actual OSHA Log. This is additional data that you may wish to capture at the time anOSHA entry is made and later utilize for claim profiling purposes. Examples of this could bethe employee’s age at time of injury, date of return to work, time of the injury, if the injuryresulted in a fatality, or if the employee speaks English, etc. When a custom field is addedhere, you will also be able to run Reports on this information.

Click on My Account then click on the Custom Fields link and a listing of any Custom Fieldsalready on file will appear. To add a new entry, click on the Add Custom Field link. On thenext screen provide a Field Name, for example “Age”. The Description would be “Age attime of Injury”. At the Field Type pull-down, click on the type of field. You are permittedthree types of fields: Text, Date, or Yes/No. After your selection, indicate the field Length(Dates = 10, Yes/No = 3), then check the Include on Reports box. When you have completedyour entry click on Save.

Please note that this function may be added initially or you may choose to do this at a laterdate when you have thoroughly familiarized yourself with OSHA 300 Online.


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HelpThis is where you will find this User Guide. Clicking on the User Guide link will open thismanual in a PDF format that can be printed to your local printer. In addition, we are in theprocess of developing a series of “How To” videos that explain various functions of theprogram and can be used as a training aid for new users. The videos may be accessed fromthis link. You will also find the contact information for Technical Support as well.

LogoutClick on this link to log out of Osha 300 Online.

Main Tool BarAcross the page is the Main Tool Bar that contains the Tabs for the various functions forOsha 300 Online. They will be described in detail as you move through the manual, butbriefly they are:

HomeReturns you to the Home or Welcome Page.

Osha LogThis is where you will add and maintain your Osha entries in addition to completing a Form301 and printing the Form 300 and Form 300A. This is where you will spend the vastmajority of your time.

LibraryContains the tables (databases) for your Locations, Departments, and Regions.

ReportsSeveral reports are available that utilize your data to profile your historical loss trends.

GuidelinesA compilation of recordkeeping requirements from the Federal Register.


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In addition and beneath the Main Tool Bar are other display boxes that provides instant accessto various tables and information. They are:

SearchSearches your databases of Osha entries to immediately locate a specific Osha Case Numberor Employee. Input a specific Case Number, click on the pull-down list and select CaseNumber then click on Search, Osha 300 Online will search through your entries and list theresults immediately below. Clicking on the Case Number will take you directly to that Oshaentry. The same is true to locate a specific employee. Input at least three letters of theEmployee’s last name, click on the pull-down list and select Employee Name then click onSearch, and any Employee whose name matches the letters you have input will be displayedin the listing below. This is simply a convenient method for locating an entry for a specificCase Number or Employee.

RecordsThis is a quick link to either Add an Osha Entry or access the tables containing your Locationsand/or Departments.

HelpFrom time to time we will post notices that may be of interest to you. Clicking on that linkwill take you directly to that notice. This also provides quick access to Customer Support.

Recent Osha CasesThis will display the 10 most recent Osha cases that you have accessed. Clicking on the CaseNo. or Employee Name will take you directly into that entry.

To continue with your Osha 300 Online set-up, we now need to complete our remainingtables of information. Click on the Library Tab then click on the Locations link (or in theRecords box click on Location Maintenance) and a listing of your locations on file willappear.

LocationsThe Locations table dictates which locations are to have an OSHA Log. You cannot accessthe OSHA Log without first having a location on file. When you add a location to this table,OSHA 300 Online automatically establishes a Log. At the time of your initial enrollment, yourcompany address was included in this file for initial set-up purposes, and the Code shown as“Main”. Click on the Location link. At the Location listing, click on the link entitled Main


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and the location screen will appear. You may now change the code and update any otherinformation as described in the following paragraph then click on Save. You may use thisprocedure to change any other locations on file.

To add a new location, click on the Add Location link located on the far right side at the topof the Location listing and the location screen will appear. If you are using the Regionsfeature (see Regions section below), using the pull-down table click on the Region to whichthis location is assigned. Next, assign a Location Code. This may be as simple as 001 or ifyou have a specific location code listing, you may use that number. Enter a Description. Thedescription should be the literal reference used by your company, i.e., Corporate Offices,Los Angeles Plant, Chicago Warehouse, etc. Complete the Address, City, State, and Zip Codeand the Industry Description (type of operation). You may utilize either the StandardIndustry Classification Code (SIC) or the North American Insurance Classification System(NAICS) Code. When you are finished, click on the Save button and you will be returned tothe Location listing.

Hours Worked & Number of EmployeesNext, click on the Location Code you have just assigned. At the next screen, a table willappear in the lower left side that reflects the Year, Number of Employees, and theNumber of Hours worked. This data may either be input at the end of the year when theexact annual number of employees and hours worked can be determined or, if you will beusing the more sophisticated DART Report feature, the Hours worked figures should beinput at the end of each month. Click on the Calendar Year you wish to add or modify thisdata. When complete, click on Save. This information is stored indefinitely and will print onthe 300A Summary at the time you print your Log. It is also used to calculate the OSHAIncidence Rates, and this could be very important to you in subsequent years. It is also arequirement by OSHA that the Log be updated and maintained for a period of five (5) years.

Assigning Users to LocationsNext, you will now assign a User(s) to this location. To do this, click on the Assign Userlink located on the right side of the screen. At the next screen a listing of all User levelpersonnel will appear. Click on the box located to the left of the User(s) name then click onthe Attach button, and the User(s) will now be assigned to this specific location forrecordkeeping purposes. Keep in mind that this function not only permits multiple users tobe assigned to a specific location, but it also gives you the flexibility to also assign a singleUser to multiple locations. (Remember, Admin level automatically has access to alllocations.) To remove a User from this location, simply click on the Remove link.


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DepartmentsClick on My Account then click on the Department link. This table is optional and is to beused if you wish to profile you claims at the Department level. Click on the AddDepartments link and the department screen will appear. Assign a Department Code. Thisshould be consistent with any internal department listing that you use. Enter a descriptionor department Name. When finished, click on Save.

To change an existing Department, click on the Department Code then change any of theinformation shown. When you are finished, click on Save. (Remember the moredepartments included, the more finite your information will be when running reports ofinjuries or illnesses by Department.)

RegionsThe Regions table is generally utilized by larger organizations, national or global companiesthat have many locations or sub organizations that are linked together as divisions orgroups. For simplicity sake we refer to them as Regions. This permits several individuallocations to be aggregated together for the purposes of running reports and provides anintermediate view of claims activity between the combined locations and the entirecompany-wide results. Once the Regions are established, each location can be assigned to aparticular Region (see Locations above), and the listing of claims that will appear on screenwill also be sortable by Region as well.

Click on Library then click on the Regions link. At the next screen assign a Code. This may bean abbreviation of the name or number and should be of minimum length. Next, enter adescription or the full name of the Region. When you have finished, click on Save. To delete,click on the Delete button.

A word of caution regarding deletions, particularly as it applies to Users, Locations,Departments, Custom Fields, and Regions. DO NOT delete if at all possible. Deleting aDepartment for example, will un-assign every claim that occurred in that department andnone will show up on your listing when you run a report of claims by department. If adepartment is re-named, simply change the name of the department. The same isparticularly true for locations. Deletion of a location will delete the OSHA Log for thatlocation and every claim that occurred at that location. Be very careful with deletion since itis permanent and irrevocable.

You have now completed your set-up for OSHA 300 Online.


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OSHA LOG

We will now provide you with a brief overview on maintaining your OSHA 300 Log. Click on theOSHA Log Tab and the listing of any previously entered OSHA cases for the current year willautomatically appear. If you are a User level, only the claims for the location(s) to which you areassigned will appear. If you are Admin level, the entries for all locations will appear. If you wishto view only the entries for a specific year, location, department, non-recordable, oropen/closed status, using the pull-down tables click on the appropriate entry then click onSearch, and your listing will contain only the profile you selected. You may also search for aparticular employee’s claim entry by inputting at least three letters of the last name or thespecific OSHA Case Number then clicking on Search. All entries matching your criteria will bedisplayed on your listing.

On the right side of the screen are four links. The Add OSHA Entry and Print OSHA Log links areself-explanatory. The Reset Search Options link will reset all of the search fields to the defaultsetting for the current year. The Claims with no Location link displays a listing of previouslyentered claims that have not been assigned to a specific location and consequently will notappear as a claim for that location nor will it print on that location’s OSHA Log.

To add a new entry, click on the Add OSHA Entry link and the OSHA Log screen will appear.

If the case is Non-Recordable, click on the box. This permits a record of all incidents(recordable and non-recordable) to be made for the purpose of tracking the overallfrequency of claim events. When this box is checked, the incident will not appear on theprinted 300 Log. Further, if non-recordable, DO NOT click on boxes G, H, I, or J as theseare only applicable to OSHA recordable cases.

If in doubt as to recordability, clicking on the Decision Wizard takes the user through aseries of questions that determines if the claim is recordable or not.

Assign a non-recurring OSHA Case Number but only to recordable claims. The numbersdo not need to be consecutive, only non-repetitive within a given year.

Using the pull-down table, click on the Location to which the claim is assigned.

Using the pull-down table, click on the Department where the incident occurred.


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In Item B, enter the employee’s Name (L, F, MI). Next, if this is a Privacy Concern Case,using the pull-down table select if this is a “Sharps Injuries / Needlesticks” case or an“All Other Privacy Concern Case”. By selecting either of these options, the words“Privacy Case” will print on the 300 Log in lieu of the employee’s name at the time ofprinting. If additional information is required concerning the use of Privacy Caseswording, clicking on the Information Button to the right will open a dialog box thatprovides a brief explanation of this feature. OSHA 300 Online will also maintain aseparate Log listing of these cases by location (see Reports) as required by OSHA (seeGuidelines Tab, Item # 14).

Items C, D, E, and F are self-explanatory.

Select one of the four categories for Items G, H, I, J. Only one category may be chosen.Do not use these fields for non-recordable cases.

Enter the Number of “Days Away from Work” or “On Job Transfer or Restriction”. Thetotal for either or the combination of both should NOT exceed 180 days. These figuresare utilized to compute your OSHA Incidence Rates and the DART Reports at the end ofthe year. If these figures should change after year end, you are required to update theseentries in subsequent years.

Only one of the six Injury/Illness categories may be selected for boxes M1, M2, M3, M4,M5, or M6. Do NOT use Hearing Loss column, M5 for any case occurring prior toJanuary 1, 2004.

Optional Claim Criteria

The following fields though not mandatory to the maintenance of the OSHA 300 Log are stronglyencouraged since these optional fields are additional criteria that may be used when profilingyour overall loss experience (See Reports).

From the pre-loaded pull-down tables that use the NCCI classifications, click on theNature of Injury, Cause of Loss, and Part of Body affected.

Using the pull-down table, indicate whether the claim is Open or Closed.

Enter the Workers’ Compensation Classification Code assigned to the employee.


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Enter the current Claim Value in whole dollars. DO NOT use commas, dollar signs, orany other type of punctuation as this will result in a program error. Also, rememberthat this value may have to be up-dated several times during the life of the claim.

When complete, click on Save to add this record. If you have added your own specific CustomFields, you will immediately be taken to that input screen. When complete, click on Save.

To change any previously entered OSHA Entry, click on the OSHA Log Tab then click on eitherthe OSHA Case Number or the Employee’s Name, and the OSHA Log screen will appear. Youmay now make any changes to the original entry or update the Lost Time Days, etc. When youare finished, click on Save.

* NOTE: Year 2001 is provided only as a means to record entries occurring in that calendar yearand is provided for the purpose of utilizing the Reports function. Entries in that calendar yearwill print on a 300 Log but NOT the previously used 200 Log since this program does not supportthe printing of that document. Entries for the year 2001 DO NOT comply with any OSHA rules orregulations and are only provided as a convenience for the user.

Printing the OSHA Log

Click on the OSHA Log Tab then click on the Print OSHA Log link that is located on the right sideof the screen directly above the listing of any previously entered OSHA cases, and a listing of allOSHA Log locations currently on file will appear. To the left of each Location Code is a checkbox. Click on the Location(s) of the OSHA Log you will be printing. You may select one or morefor printing. If you wish to include the Injury and Illness Incidence Rate Calculations for eachlocation you selected, simply click on that check box. (Please note that the Injury and IllnessIncidence Rate Calculations should only be utilized at the end of the calendar year when the finalNumber of Employees and the Total Hours Worked can be accurately ascertained. Make certainthose numbers are accurate before printing the Log. The Incidence Rates are automaticallycalculated and may be compared against the most recently available BLS statistics for yourNAICS/SIC code by clicking on the Guidelines Tab, NonFatal Industry Incidence Rates and Counts,then scrolling down to the heading shown as QuartileData. )

Next, if you DO NOT wish that either the Employee’s Name or the Privacy Case wording is toappear on the Log, check that box and the wording “Name Withheld” will appear in place of theemployee name. This is helpful if you are required to submit actual copies of your Log to apotential customer and showing the name of the employees on the Log could be in violation ofstate or federal privacy laws.


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When you have completed your selections, click on Print OSHA 300 Log and the automaticconversion to a PDF format will begin. When that process is complete, your OSHA 300 Log(s)and OSHA Form 300A(s) will immediately appear on screen (remember, you must have a copy ofAdobe Reader to view these forms). If you have chosen to print the Incidence Rate Calculations,they will also be included following each Log. Next click on the Printer Icon located at the top ofthe Windows tool bar, and the OSHA Logs and all other documents will immediately print.When printing has been completed, click on the Return button.

NOTE: Many older laser printers do not have sufficient memory to print these Logs. Further,most inkjet printers do not have sufficient margin width to print these Logs either. In the case oflaser printers, it may be necessary to print to a newer, high capacity model, and in the case ofinkjet printers, you will be required to select the "Fit to Page" option on the print dialog box atthe time you click on the Printer Icon. We also recommend that you periodically print yourOSHA Logs “just in case” so that you will always have a reasonably current copy available in yourfiles.

OSHA FORM 301

The OSHA Form 301 is utilized for recording the incident information when an injury or illnessoccurs. Completion of a Form 301 is required whenever a state specific First Report of Injury(FROI) is not deemed an “equivalent” of the Form 301. An equivalent form is “one that containsthe same information and follows the same recording directions as the OSHA 301 form”. Sincethe information requested on the various state FROI’s vary significantly, we have included thecapability of completing a Form 301 in order to assist you in your compliance efforts.

The Form 301 is integrated with the OSHA 300 Log and can only be completed after an OSHALog entry has been input. This is purposely done since if you have already completed a statespecific FROI that is an equivalent of the Form 301, you would be unnecessarily duplicating yourefforts completing a Form 301 here. Also, much of the data from the individual Log entries andthe Optional Claim Criteria will automatically pre-fill to the Form 301. This not only reduces theamount of data input, it also enhances the accuracy of your information.

The following procedure should be used for completing a Form 301:

Click on the OSHA Log Tab then select the appropriate Year and the Listing of all claimson file will appear.

Click on the OSHA Number or Employee Name.


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On the far right side click on the OSHA 301 link then click on the Employee Name linkand the OSHA 301 input screen will appear. You will note that selected information fromyour OSHA Log entry has pre-filled to the form.

Input the information requested using upper and lower case. DO NOT use upper caseonly since the data will print off the page.

Use the Tab key to advance the cursor. DO NOT use the Enter key.

Several fields use a pull-down table to select the appropriate entry.

Boxes requiring a check mark are activated with a mouse click. All check boxes are anaffirmative indicator when checked. Absent a check mark and OSHA 300 Online willautomatically indicate No on the printed form.

Fields 14-17 are narratives. You are permitted up to 130 characters for data completion.

When you have completed your entry, click on Save located at the top of the form andyou will be returned to the Maintenance screen.

To print, click on the Print OSHA 301 Form link and your form will be displayed on-screen in a PDF format. Click on the Printer icon and your Form 301 will print. Click onReturn to return to the Maintenance screen.

To edit or change a previously entered form, click on the Employee’s Name and followthe instructions listed above.

To delete a form, click on the Delete button. You will then be asked “Are you sure?” Ifyes, click on “Yes” and the form will be deleted. Clicking on “No” will abort the process.

To return click on the OSHA Case #XX link to re-access the claim entry or click on theReturn to OSHA Log link to return to your listing.

Repeat this process for any other Form 301’s that require completion.


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REPORTS

The Reports section of OSHA 300 Online is designed to extract the wealth of informationcontained in its databases. It permits you to profile claims activity by virtually any fieldcontained on the OSHA Log input screen and is an excellent tool that can be utilized todetermine how and where your claims are occurring. While the usefulness of the Reportsfunction will be relatively modest during the initial stages of use, as usage increases over timeand if data is input in a consistent manner, you will find these Reports will become increasinglyimportant to your risk management efforts since they will assist you in detecting or identifyingloss patterns, and that is one of the first steps in the implementation and utilization of aneffective loss control program.

To aid you in the use of the Reports section, we will walk you through the steps involved inrunning a report. Although there are virtually an unlimited number of variations available, wewill give you some basics to start you on your way.

Please remember that all reports are inclusive. This means all available criteria is automaticallyincluded in the report. If you printed a report that included all criteria, you would simply end upwith a listing of all claims. For your report to be meaningful, you must narrow the search bydefining the parameters or limiting the criteria to a specific range of dates, claims values, etc.The report example we use will be by Department. To start, click on the Reports Tab then theOSHA Data link.

Report Type

At the next screen indicate how you want the report displayed. You have a choice of either anExcel spreadsheet or PDF. Next, select how you want the report grouped together. For thisexample we will use by Department. Click on continue.

The “Primary” Field to sort by is to be Date of Injury.

If you wish a “Secondary” sort, you may choose to use either the employee Name whichwould sort the listing alphabetically, or perhaps by Value, and that would sort by thedollar amount of the claim.

Choose Ascending or Descending Order. This will sort either by earliest or latest Date ofInjury.


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Report Criteria

Choose whether you wish to have only OSHA Recordable injuries, or only those that areNon-Recordable, or both.

Select a specific Location or All Locations if you are so authorized. If your authorizationis restricted to only a specific Location, only that Location will be available for your use.

Select a specific Department or All to include all Departments.

If you wish to only include claims for a specific Nature of Injury, choose one.

If you wish to only include claims for a specific Part of Body, choose one.

If you wish to only include claims for a specific Cause of Loss, choose one.

Choose the Calendar Year OR, choose a Beginning Date thru Ending Date if multipleyears are involved, but NOT both.

If you only wish to include Open claims, click on that entry or Both to include both Openand Closed.

Enter the appropriate W/C Class Code applicable, or leave blank for All.

Choose between Greater than, Less than, or Equal to the Value you indicate in thefollowing field. This permits you to eliminate claims under a certain value or onlyinclude claims up to a certain value.

Provide a report Name or Title for your report.

Click on Create Report.

OSHA 300 Online will immediately create the report and display it on-screen. To print, click onthe printer icon and your report will print.

Privacy Concern Cases Reports

For a Privacy Concern Cases Reports (including Sharps and/or Needlesticks), click onReports then Privacy Concern Cases Logs.


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At the next screen select either Sharps Only or All Other Privacy Cases.

Select the calendar Year.

Select the Location(s) to be included.

Click on Generate and OSHA 300 Online will display your Log. A separate page will beprinted for each location.

Report Type - Excel

In addition, all reports can be generated as an Excel spreadsheet where the possible optionsavailable to utilize the data are virtually limitless. You can manipulate, graph, chart and exportthe data to another file type or software application. You can also perform text searches for keywords or phrases contained in the Location or Injury Description fields. For these reasons, wewill only explain how to move the data from OSHA 300 Online into an Excel format. Of course,in order to utilize the power of Excel’s functions, you must have a valid copy of the programavailable and a thorough working knowledge of its operations.

To create your Excel file, click on the Reports Tab and indicate that you want claims formatted inExcel. Next, follow the same steps as outlined in Report above then click on Create Report.

Your report will appear on screen in Excel with each column of data clearly identified by itsheading. You may now wish to save this report by clicking on File then Save As and give your filea Name. You may then print the report by clicking on the printer icon or File, Print.

At this juncture, if you wish to further manipulate the data or create charts or graphs, you mustenter into your Excel program and load the file you have just created.

Thank you for using OSHA 300 Online

To exit click on the Logout link located in the upper left corner of the screen.

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