How to Setup OSHA Case Management

OSHA CASE MANAGEMENT

The OSHA Case Management module is used to track recordable work-related injuries and illnesses, generate OSHA forms 300, 300A, 301, and to analyze stats like TRIR and DART.

To learn more about OHSA recordkeeping, click here.

SETTING UP CASE MANAGEMENT

NOTE: To edit and access this module, you must have the OSHA Case Management permission granted to you.

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Navigate to Control Panel > OSHA Case Management

Here, you will see a message to Enable the module and get started.

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Once you click Enable, the site will walk you through the steps of adding data to your module.

CREATING ESTABLISHMENTS

An OSHA establishment is a single physical location where business is conducted or where services or industrial operations are performed.  Learn more about OSHA’s definition of Establishments here.

You can create Establishments 2 different ways, from a List or Manually.

Import from a list…

This allows you to import from pre-existing lists in your iScout account, like Companies, Lines of Business, Locations, or other Datalists.

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Create Manually…

You can create new Establishments manually by entering all required information.

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Whether you create an Establishment from a List or Manually, there are certain pieces of information that are required.

  • Establishment Name and Street Address
  • Industry Description
  • SIC (Standard Industrial Classification)
    • Click the Find It link to search the OSHA site
  • NAICS (North American Industrial Classification)
    • Click the Find It link to search the NAICS site
  • Executive Title and Executive Phone
  • Executive Signature and Date
  • Average # of Employees working in that Establishment per Year

If any of this information is missing, an error message will appear, listing the missing data and giving the option to make edits.

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Once all Establishments are entered, you’ll see them listed here.  They can be Edited, Deleted, downloaded into an Excel file, and new Establishments added.  This will also indicate that all required fields are complete with the green check mark.

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ADDING EMPLOYEE HOURS

In order for iScout to calculate safety related metrics of TRIR (Total Recordable Incident Rate) and DART (Days Away, Restricted or Transferred), Employee Hours need to be recorded.

You can add Employee Hours 2 different ways, from a Spreadsheet or Manually.

To add hours using a Spreadsheet, click the link to load a bunch of hours.

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To add hours Manually, click +ADD HOURS next to each month.

  • Select the Establishment
  • Add total Employee Hours
  • Select the Field Office, Line of Business and Client (if necessary)
  • Click the + button to add additional hours for the month
  • Click the button to Clone the hours to a different month
    • This can be useful if your hours history is consistent each month
  • Click the button to clear all hours from the month
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Click Save Changes to update hours.  These can always be edited in the future.

DASHBOARD

Once Establishments have been created and Hours have been added, the Dashboard will give you visibility to your Incident History and Statistics.

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ADDING A NEW INCIDENT CASE

To begin a new incident report, click + NEW CASE on the Dashboard page to begin filling out the OSHA Recordable Incident form. 

This form will only be available to fill out within the OSHA Case Management module.  The data that is collected in this form is used to calculate TRIR, DART and Severity metrics.

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The form is created to capture all required information to satisfy the OSHA Form 301 report, including the Outcome of the case. 

In Outcome, if Days Away From Work or Job Transfer or Restriction are selected, choose how you want to keep track of those days, Calculated or Manual

  • Calculated will allow you to create distinct periods the employee was away from work, select the date the period started, and iScout will automatically calculate Days Away in real time.
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  • Manual allows you to manually update the number of days the employee has been away from regular work.

Once all available information has been filled out, click Submit to enter the form and create a new case.

For more information about How to Administer the OSHA Case Management module, click here.

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