Published September 18, 2026
Research question
What administrative evidence helps a manufactured-home community employer manage workplace injury and illness records without confusing first response, OSHA reporting, recordability, workers' compensation, and safety investigation?
Bottom line
OSHA's Part 1904 system uses the 300 Log, 300A Annual Summary, and 301 Incident Report or equivalent forms for covered employers and recordable cases. OSHA separately requires all employers under its jurisdiction, including otherwise exempt employers, to report certain severe events within specified periods. Coverage, recordability, reporting, and electronic submission are different decisions.
A reliable process captures the initial event quickly, protects people first, preserves facts, escalates severe-event reporting immediately, and sends recordability to a competent reviewer. It retains the decision basis, required forms, privacy treatment, annual certification and posting, retention, updates, and corrective actions. It does not delay emergency care while someone decides which form applies.
This is a federal baseline, not an employer-specific legal conclusion. State Plans may have different requirements. Establishment structure, industry classification, employee count, temporary-worker supervision, and event facts all matter.
Four separate lanes
Emergency response addresses medical help, scene hazards, fire, utility isolation, law enforcement, and resident protection. Severe-event reporting addresses OSHA deadlines for a work-related fatality, in-patient hospitalization, amputation, or loss of an eye under the rule's conditions. Recordability determines whether a case belongs on the OSHA forms. Investigation and prevention identifies hazards and corrective action.
Keep the lanes linked but distinct. Calling an insurer does not report to OSHA. Completing a 301 does not establish that a regulator was notified. A workers' compensation denial does not automatically make a case non-recordable. A contractor's incident is not automatically the community's employee case; supervision and employment relationships require review.
Intake record
Capture event ID, establishment, exact location, date and time, when the employer learned of it, worker identity and relationship, supervisor, task, equipment or substance, factual description, immediate care, emergency transport, hospitalization facts as known, witnesses, photographs under policy, scene controls, and notification times. Use neutral language. “Employee slipped on wet steps” is more useful than “employee was careless.”
Restrict medical details. The operational team needs status and action; the recordability reviewer may need treatment information. Maintain a privacy case list when OSHA requires one and avoid putting protected names or diagnoses into broad work-order systems.
Reproducible workflow
- Stabilize the event and remove continuing danger. Contact emergency resources under the site's plan.
- Open the incident record immediately and preserve the original report. Do not wait for complete medical facts.
- Run the severe-event screen using the exact event, outcome, and employer-knowledge times. Escalate uncertainty before the reporting window expires.
- Identify the establishment and employment relationship. Record temporary staffing or contractor supervision facts without guessing the conclusion.
- Gather medical-treatment and work-status evidence through authorized channels. Separate first aid, diagnostic procedures, observation, and treatment beyond first aid using OSHA's definitions.
- Apply the work-relationship and general recording criteria with a designated reviewer. Record the rule basis and decision date.
- For a recordable case, complete the 300 and 301 or equivalents within the applicable time. Track later outcome changes and update the most severe classification.
- Protect privacy cases and employee access rights. Share only the form and fields appropriate to the request.
- Reconcile the annual 300A, obtain executive certification, post it during the required period, and preserve posting evidence.
- Retain and update the records for the required period. Link corrective actions without editing the historical facts.
Decision evidence
The reviewer needs to know whether an injury or illness exists, whether it is work-related, whether it is a new case, and whether a recording criterion applies. OSHA lists death, days away, restricted work or transfer, medical treatment beyond first aid, loss of consciousness, and certain significant diagnoses, plus special criteria.
Record the provider restriction as issued, the dates it applies, scheduled workdays, return-to-work changes, and the document source. Do not ask an administrator to interpret clinical language. When facts change, retain the earlier decision and add a dated reassessment.
