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The OSHA 300A Annual Recordkeeping Summary Form must be prepared and posted by February 1, 2015. These requirements are specified in 29 CFR §1904.32-33.

Annual Summary (OSHA 300A) Preparation

Basic Requirements

1. Review the OSHA 300 Log to verify that the entries are complete and accurate, and correct any deficiencies identified;
2. Complete the annual summary form (OSHA 300A) based on the injuries and illnesses recorded on the OSHA 300 Log;
3. Certify the summary; and
4. Post the annual summary (OSHA 300A)

 
Complete the OSHA 300A Annual Summary

1. Total the columns on the OSHA 300 Log (if you had no recordable cases, enter zeros for each column total); and
2. Enter the calendar year covered, the company’s name, establishment name and address, annual average number of employees covered by the OSHA 300 Log, and the total hours worked by all employees covered by the OSHA 300 Log.

Certifying the Annual Summary

A company executive must certify that he or she has examined the OSHA 300 Log and that he or she reasonably believes based on his or her knowledge of the process by which the information was recorded, that the annual summary is correct and complete. The company executive that certifies the OSHA 300 Log must be one of the following persons:

• An officer of the corporation
• The highest ranking company official working at the establishment; or
• The immediate supervisor of the highest-ranking company official working at the establishment.

Posting the OSHA 300A Annual Summary

A copy of the annual summary in each establishment in a conspicuous place or places where notices to employees are customarily posted. The 2014 OSHA 300A Annual Summary must be posted no later than February 1, 2015 and kept in place until April 30, 2015.

Retention and Updating

The OSHA 300 Log, the privacy case list (if one exists), the OSHA 300A Annual Summary, and the OSHA 301 Incident Report forms must be retained for five (5) years following the end of the calendar year that these records cover.

You must update your stored OSHA 300 Log to include newly discovered recordable injuries or illnesses and to show any changes that have occurred in the classification of previously recorded injuries and illnesses.  If the description or outcome of a case changes, you must remove or line out the original entry and enter the new information. The annual summary and the OSHA 301 Incident Reports are not required to be updated.