Within the Create OSHA forms view, you have the ability to generate a new report. Let's walk through each field so you have a better understanding of how these work.
Year: This is the only field which is strictly required. This defines the calendar year from which to pull incidents. Incidents with an
occurred-attimestamp occurring on or after the first of this year and before the first of the next year will be included in the report.
Custom date range: When this option is selected, you are required to input a specific date range. The selected dates must be within the selected calendar year. Incidents will be filtered according to whether their
occurred-atfalls within this date range. One thing to note is that this does not affect event data attached to an incident — all event data for the incident will be included in the corresponding report, even time that falls outside the range, as long as the incident's
occurred-atfalls within the range. For example, an away from work event that begins one week before the end of the range and ends one week after the range will contribute a full 14 days of away from work time to the report.
Stop counting days as of end date: This option is only relevant when custom date range is selected. Selecting this option will limit event data to the custom range. For example, an away from work event that begins one week before the end of the range and ends one week after the range will only contribute 7 days of away from work time to the report.
Group by: This dropdown gives you the power to select a particular grouping to generate a report for. If nothing is selected, all OSHA-recordable incident data for the company will be included in the report, and establishment information is pulled from the 'OSHA Info' tab of the company's profile. If a value for the 'Group by' is selected, the incident data will be partitioned into as many establishments as there are options available for that grouping. Groupings are defined by either Complex Custom options or by integrations. When grouping, establishment data is provided by the value of the grouping. In most contexts, the selected grouping will be an establishment. A few things to note: The combination of grouping and year defines the identity of the report. And attempting to re-create a report using the same grouping and year will not create a new report, but rather trigger a regeneration of the existing report's artifacts.
Limit to: Optionally you have the ability to limit the report to specific values of the grouping. A use case for this would be a custom option with thousands of values, of which only a few are relevant for OSHA reporting.
Now, let's take a look at getting OSHA's Injury Tracking Application set up to submit your records.