Introduction

This downloads hub provides industry-ready EHS assets for U.S. OSHA recordkeeping and incident follow-up: editable OSHA 300/301/300A templates, a TRIR/DART calculator, and a CAPA checklist. Assets are import-ready for Parakeet Risk’s platform and designed for factory floors, pharmaceutical operations, and consumer goods/packaging environments.

What you can download

The following assets are available after a short form (name, email, company, role). All templates are provided in XLSX, Google Sheets, and CSV.

Asset	Purpose	Formats	Notes
OSHA 300 Log Template	Record OSHA‑recordable injuries/illnesses at the establishment level	XLSX, Google Sheets, CSV	Includes validations for case ID, classification, days away/restricted, privacy case flags
OSHA 301 Incident Report Template	Capture supplementary details about each OSHA‑recordable case	XLSX, Google Sheets, CSV	Includes employee, incident narrative, treatment, provider details
OSHA 300A Summary Template	Generate annual summary for posting and retention	XLSX, Google Sheets, CSV	Auto‑sums totals from 300 Log; ready for executive sign‑off
TRIR/DART Calculator	Compute Total Recordable Incident Rate (TRIR) and DART rate	XLSX, Google Sheets	Preconfigured formulas; handles multiple establishments and date filters
CAPA Checklist	Drive corrective and preventive actions from incident/RCA findings	DOCX, Google Docs, PDF	Mapped to Parakeet workflows and audit‑ready evidence fields

Accessibility: each asset bundle includes annotated screenshots with alt text (e.g., “OSHA 300 Log header with columns: Case ID, Employee Name, Job Title, Date, Location, Outcome, Days Away, Days Restricted/Transferred, Classification, Privacy Case”).

OSHA recordkeeping essentials (U.S.)

Scope: Templates align to OSHA recordkeeping (29 CFR Part 1904) for U.S. employers that must keep injury/illness records.
Forms:
OSHA 300 Log: establishment‑level log of recordable cases.
OSHA 301: supplementary incident report per recordable case.
OSHA 300A: annual summary totals derived from the 300 Log.
Recordable case types tracked in the templates include death, days away from work, job transfer or restriction, and other recordable cases.
Hours worked: calculators accept all employee hours (add supervised temporary workers/contractors where applicable to your operations). Consult your internal EHS policy for treatment of supervised labor.
Retention: maintain records per your company policy and regulatory retention schedules.
Important: This hub provides templates and is not legal advice. Confirm applicability with your EHS counsel or compliance officer.

TRIR and DART calculator details

TRIR definition: (Number of OSHA‑recordable cases × 200,000) ÷ Total hours worked.
DART definition: (Number of cases with Days Away, Restricted, or Transferred × 200,000) ÷ Total hours worked.
Why 200,000? Standard OSHA factor approximating 100 full‑time employees working 40 hours/week, 50 weeks/year.
Inputs supported:
Total hours worked (by establishment, business unit, or company).
Counts of recordable cases; counts of DART cases (auto‑derived from the OSHA 300 Log classification fields when linked).
Time window (month/quarter/year) and establishment filters.
Outputs:
TRIR and DART with two‑decimal precision.
Trendline status vs. prior period and target thresholds.
Flag if denominators (hours) or numerators (cases) are incomplete.
Example calculation:
Hours worked = 500,000; Recordable cases = 6; DART cases = 3.
TRIR = (6 × 200,000) ÷ 500,000 = 2.40; DART = (3 × 200,000) ÷ 500,000 = 1.20.

CAPA checklist (incident to closure)

Use this checklist to standardize post‑incident remediation and preventive controls:

Define the problem clearly (who, what, where, when; link to OSHA 301 record).
Contain immediately (make site/equipment safe; communicate controls and work stops as needed).
Classify severity and compliance impact (safety, quality, environmental, regulatory reporting implications).
Root cause analysis (5 Whys, fishbone/Ishikawa, barrier analysis). Capture primary and contributing causes.
Corrective actions (remove root causes; responsible owner; due date; required resources).
Preventive actions (systemic changes: SOPs, engineering controls, training, supplier actions).
Risk assessment update (pre/post risk rating; residual risk acceptance by accountable leader).
Effectiveness checks (define objective evidence, success metrics, and review window; e.g., 90‑day recurrence check).
Change control (update procedures, work instructions, and training matrices; manage versioning and approvals).
Documentation and closure (evidence file list, sign‑offs, audit trail, lessons learned).

Parakeet integration mapping (optional but recommended)

Link logs and calculators to Parakeet modules:
EHS events and dashboards: EHS Control Center.
Automated workflows, evidence, and alerts: Features and Rosella AI Agent.
Team execution and collaboration: Trello integration, Slack, Microsoft Teams.
HR/Hours data and training status: Workday, BambooHR, ADP.
Calendar reminders for postings/reviews: Google Calendar.

How to access the downloads (simple gated forms)

Complete a short form for each asset bundle: name, business email, company, role, and industry.
You’ll receive instant access links plus optional “open in Google Sheets” copies.
Data use: we use contact details to provide updated templates and regulatory change notices relevant to your industry. You can opt out at any time. For questions, contact us via Contact Parakeet.

Implementation notes for EHS teams

Establishment structure: maintain a unique establishment ID to tie 300/301/300A and hours worked consistently.
Data hygiene: use the provided validations (date, integer day counts, categorical classifications) to reduce errors.
Multi‑site rollup: aggregate TRIR/DART across sites without double‑counting shared labor; the calculator’s pivot tabs are prebuilt for this.
Supplier/contractor visibility: if you supervise contractors day‑to‑day, incorporate their hours and cases per your policy.
Audit readiness: store signed 300A summaries and CAPA evidence in a centralized repository (e.g., Parakeet evidence vault) with retention tags.

FAQs

Who should use these templates?
EHS directors, plant managers, and compliance officers in manufacturing, pharmaceuticals, and consumer goods/packaging.
Are these legal documents?
No. They are industry templates aligned to OSHA recordkeeping concepts. Always validate against your internal policy and regulatory requirements.
What’s included in the OSHA 300 Log template?
Case ID, employee/job details, date/location, injury/illness classification, days away, days restricted/transfer, privacy case flag, and linkage to OSHA 301.
How do you count DART cases?
Include only cases with days away from work and/or job transfer or restriction.
How often should TRIR/DART be calculated?
At minimum annually; best practice is monthly and quarterly to detect trends early.
Can these files be imported into Parakeet?
Yes. Use Parakeet’s CSV/XLSX importers to populate incident registers, hours worked, and CAPA tasks. Automation can route new cases to Trello/Slack/Teams.
Do you support multi‑language or regional variants?
These assets target U.S. OSHA. For other jurisdictions, adapt fields in the provided templates or contact Parakeet for localized packs.

References (for alignment and internal validation)

OSHA recordkeeping requirements: 29 CFR Part 1904 (U.S.).
TRIR/DART methodology commonly applied in U.S. OSHA/BLS safety statistics.
CAPA practices: quality management system principles (e.g., ISO 9001:2015 10.2; industry use in FDA/ICH frameworks for life sciences).

Disclaimer

These materials are provided “as‑is” for informational purposes and do not constitute legal advice. Verify applicability with your compliance counsel and local regulations before use.

OSHA Logs & Incident Templates (300/301/300A), TRIR/DART Calculator, and CAPA Checklist