[Federal Register: January 19, 2001 (Volume 66, Number 13)]
[Rules and Regulations]               
[Page 6115-6135]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr19ja01-25]                         
 
[[pp. 6115-6135]] Occupational Injury and Illness Recording and Reporting 
Requirements

[[Continued from page 6114]]

[[Page 6115]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.092


[[Page 6116]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.093


[[Page 6117]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.094


[[Page 6118]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.095


[[Page 6119]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.096


[[Page 6120]]


[GRAPHIC] [TIFF OMITTED] TR19JA01.097

BILLING CODE 4510-26-C

[[Page 6121]]

Regulatory Flexibility Analysis
    Although a Final Regulatory Flexibility Analysis is not required in 
this case, OSHA has chosen to include the elements of a final 
regulatory flexibility analysis in this document. The elements of a 
Final Regulatory Flexibility Analysis are:
     A succinct statement of the need for, and the objective 
of, the rule;
     A summary of significant issues raised by the public 
comments in response to the initial regulatory flexibility analysis, a 
summary of the assessment of the Agency of such issues, and a statement 
of any changes made to the proposed rule as a result of such comments;
     A description of and estimate of the number of small 
entities to which the rule will apply or an explanation of why no such 
explanation is available;
     A description of the projected reporting, recordkeeping 
and other compliance requirements of the rule, including an estimate of 
the classes of small entities that will be subject to the rule's 
requirements and the types of professional skills necessary for 
preparation of the record or report;
     A description of the steps the Agency has taken to 
minimize the significant economic impact on small entities consistent 
with the stated objectives of applicable statutes, including a 
statement of the factual, policy, and legal reasons for selecting the 
alternative adopted in the final rule and why each of the other 
significant alternatives considered by the agency was rejected.
    The Regulatory Flexibility Act states that the Regulatory 
Flexibility Analysis (RFA) need not contain all of the above elements 
in toto if these elements are presented elsewhere in the documentation 
and analysis of the regulation. This analysis will follow this approach 
and refer the reader to other documentation for some of the above 
elements.
    Need for and objectives of the rule. The need for the final rule 
and its objectives are discussed in the introductory sections of the 
preamble.
    The number of small entities to which the rule will apply. As shown 
in Table X-11, the final rule will impact 541,988 firms defined as 
small firms by the SBA.
    The compliance requirements of the final rule. The compliance 
requirements of the final rule are discussed in the summary and 
explanation section of the preamble, which discusses each requirement 
in detail.
    Steps taken to minimize the impact of the rule on small entities. 
The final Part 1904 rule minimizes the impact on small entities in two 
ways. First, all employers who had fewer than 11 workers at all times 
during the previous year are exempt from keeping Part 1904 records of 
occupational injuries and illnesses, unless specifically asked to do so 
by the government. Second, the final rule exempts employers classified 
in certain industries in the services and retail sectors. These 
industry-exempt employers are also not required to keep records unless 
asked to do so by the government. The effect of the size and industry 
exemptions is that more than 4.5 million of the Nation's 6 million 
business establishments are exempted from keeping OSHA Part 1904 
records on a routine basis.
    OSHA considered several alternatives to exempting employers based 
on size and/or industry classification. A discussion of these 
alternatives, and why OSHA chose the alternative in the final rule, can 
be found in the preamble discussion for Subpart B, Scope.

XI. Regulatory Flexibility Certification

    Based on OSHA's analysis of small business impacts (Tables X-11 and 
X-12), OSHA certifies that this final rule will not have a significant 
impact on a substantial number of small entities. OSHA makes this 
certification to fulfill its obligations under the Regulatory 
Flexibility Act (as amended in 1996).

XII. Environmental Impact Assessment

    In accordance with the requirements of the National Environmental 
Policy Act (NEPA) (42 U.S.C. 4321 et seq.), Council on Environmental 
Quality NEPA regulations (40 CFR part 1500 et seq.), and the Department 
of Labor's NEPA regulations (29 CFR part 11), the Assistant Secretary 
has determined that this final rule will not have a significant impact 
on the external environment.

XIII. Federalism

    This final rule has been reviewed in accordance with Executive 
Order 13132 (52 FR 41685), regarding Federalism. Because this 
rulemaking action involves a ``regulation'' issued under section 8 of 
the OSH Act, and not a ``standard'' issued under section 6 of the Act, 
the rule does not preempt State law, see 29 U.S.C. Sec. 667 (a). The 
effect of the final rule on States is discussed above in Section VI, 
State Plans.

XIV. Paperwork Reduction Act of 1995

    The final regulation contains information collections which are 
subject to review by the Office of Management and Budget (OMB) under 
the Paperwork Reduction Act of 1995. Most of the provisions of the 
final rule contain collection of information requirements, either to 
keep records or to report information from the records to the 
government. In addition, the effort employers are required to put forth 
to learn the requirements are considered information requirements.
    In response to OSHA's 1996 proposal, the public submitted 450 
written comments . The Agency also held two public meetings where it 
collected oral comments from 43 individuals and groups during six days 
of informal meetings.
    In summary, OSHA estimates that there are 1,365,985 establishments 
that will be required to keep records of occupational injuries and 
illnesses under the provisions. A total of approximately 4,500,000 
hours will be needed for employers to comply with the information 
collection requirements for the first year, and 3,500,000 hours in each 
subsequent year. This represents an increase of 1,060,000 hours from 
the previous paperwork burden estimates. OSHA has recently recognized 
that previous estimates of the burden associated with becoming familiar 
with the 1904 rule have been understated, and recently corrected those 
estimates, as noted in OSHA's Final Economic Analysis for the Part 1904 
rule.
    In accordance with the Paperwork Reduction Act (PRA) of 1995 (44 
U.S.C. 3501-3520), OSHA has requested OMB approval of the collection of 
information requirement described above. The information collection 
provisions will take effect when OMB approves them under the PRA.

XV. Authority

    This document was prepared under the direction of Charles N. 
Jeffress, Assistant Secretary of Labor for Occupational Safety and 
Health, U.S. Department of Labor, 200 Constitution Avenue, N.W., 
Washington, DC 20210.

List of Subjects

29 CFR Part 1904

    Health statistics, Occupational safety and health, Reporting and 
recordkeeping requirements, State plans.

29 CFR Part 1952

    Health statistics, Intergovernmental relations, Occupational safety 
and health, Reporting and recordkeeping requirements, State plans.
    Accordingly, pursuant to sections 8(c), 8(g), 20 and 24 of the 
Occupational Safety and Health Act of 1970 (29 U.S.C. 657, 673), 
Secretary of Labor's Order No. 1-90 (55 FR 9033), and 5 U.S.C. 553, the 
Department amends 29 CFR Chapter XVII as set forth below.


[[Page 6122]]


    Signed in Washington, D.C., this 5th day of January, 2001.
Charles N. Jeffress,
Assistant Secretary of Labor.

    1. 29 CFR Part 1904 is revised to read as follows:

Part 1904--Recording and Reporting Occupational Injuries and 
Illnesses

Sec.
Subpart A--Purpose
1904.0   Purpose
Subpart B--Scope
1904.1   Partial exemption for employers with 10 or fewer employees.
1904.2   Partial exemption for establishments in certain industries.
1904.3   Keeping records for more than one agency.
Non-mandatory Appendix A to Subpart B--Partially Exempt Industries.
Subpart C--Recordkeeping Forms and Recording Criteria
1904.4   Recording criteria.
1904.5   Determination of work-relatedness.
1904.6   Determination of new cases.
1904.7   General recording criteria.
1904.8   Recording criteria for needlestick and sharps injuries.
1904.9   Recording criteria for cases involving medical removal 
under OSHA standards.
1904.10   Recording criteria for cases involving occupational 
hearing loss.
1904.11   Recording criteria for work-related tuberculosis cases.
1904.12   Recording criteria for cases involving work-related 
musculoskeletal disorders.
1904.13-1904.28   [Reserved]
1904.29   Forms.
Subpart D--Other OSHA Injury and Illness Recordkeeping Requirements
1904.30   Multiple business establishments.
1904.31   Covered employees.
1904.32   Annual summary.
1904.33   Retention and updating.
1904.34   Change in business ownership.
1904.35   Employee involvement.
1904.36   Prohibition against discrimination.
1904.37   State recordkeeping regulations.
1904.38   Variances from the recordkeeping rule.
Subpart E--Reporting Fatality, Injury and Illness Information to the 
Government
1904.39   Reporting fatalities and multiple hospitalization 
incidents to OSHA.
1904.40   Providing records to government representatives.
1904.41   Annual OSHA Injury and Illness Survey of Ten or More 
Employers.
1904.42   Requests from the Bureau of Labor Statistics for data.
Subpart F--Transition From the Former Rule
1904.43   Summary and posting of year 2000 data.
1904.44   Retention and updating of old forms.
1904.45   OMB control numbers under the Paperwork Reduction Act
Subpart G--Definitions
1904.46   Definitions.

    Authority: 29 U.S.C. 657, 658, 660, 666, 669, 673, Secretary of 
Labor's Order No. 1-90 (55 FR 9033), and 5 U.S.C. 553.

Subpart A--Purpose


Sec. 1904.0  Purpose.

    The purpose of this rule (Part 1904) is to require employers to 
record and report work-related fatalities, injuries and illnesses.

    Note to Sec. 1904.0: Recording or reporting a work-related 
injury, illness, or fatality does not mean that the employer or 
employee was at fault, that an OSHA rule has been violated, or that 
the employee is eligible for workers' compensation or other 
benefits.

Subpart B--Scope

    Note to Subpart B: All employers covered by the Occupational 
Safety and Health Act (OSH Act) are covered by these Part 1904 
regulations. However, most employers do not have to keep OSHA injury 
and illness records unless OSHA or the Bureau of Labor Statistics 
(BLS) informs them in writing that they must keep records. For 
example, employers with 10 or fewer employees and business 
establishments in certain industry classifications are partially 
exempt from keeping OSHA injury and illness records.

Sec. 1904.1  Partial exemption for employers with 10 or fewer 
employees.

    (a) Basic requirement. (1) If your company had ten (10) or fewer 
employees at all times during the last calendar year, you do not need 
to keep OSHA injury and illness records unless OSHA or the BLS informs 
you in writing that you must keep records under Sec. 1904.41 or 
Sec. 1904.42. However, as required by Sec. 1904.39, all employers 
covered by the OSH Act must report to OSHA any workplace incident that 
results in a fatality or the hospitalization of three or more 
employees.
    (2) If your company had more than ten (10) employees at any time 
during the last calendar year, you must keep OSHA injury and illness 
records unless your establishment is classified as a partially exempt 
industry under Sec. 1904.2.
    (b) Implementation. (1) Is the partial exemption for size based on 
the size of my entire company or on the size of an individual business 
establishment? The partial exemption for size is based on the number of 
employees in the entire company.
    (2) How do I determine the size of my company to find out if I 
qualify for the partial exemption for size? To determine if you are 
exempt because of size, you need to determine your company's peak 
employment during the last calendar year. If you had no more than 10 
employees at any time in the last calendar year, your company qualifies 
for the partial exemption for size.


Sec. 1904.2  Partial exemption for establishments in certain 
industries.

    (a) Basic requirement. (1) If your business establishment is 
classified in a specific low hazard retail, service, finance, insurance 
or real estate industry listed in Appendix A to this Subpart B, you do 
not need to keep OSHA injury and illness records unless the government 
asks you to keep the records under Sec. 1904.41 or Sec. 1904.42. 
However, all employers must report to OSHA any workplace incident that 
results in a fatality or the hospitalization of three or more employees 
(see Sec. 1904.39).
    (2) If one or more of your company's establishments are classified 
in a non-exempt industry, you must keep OSHA injury and illness records 
for all of such establishments unless your company is partially 
exempted because of size under Sec. 1904.1.
    (b) Implementation. (1) Does the partial industry classification 
exemption apply only to business establishments in the retail, 
services, finance, insurance or real estate industries (SICs 52-89)? 
Yes, business establishments classified in agriculture; mining; 
construction; manufacturing; transportation; communication, electric, 
gas and sanitary services; or wholesale trade are not eligible for the 
partial industry classification exemption.
    (2) Is the partial industry classification exemption based on the 
industry classification of my entire company or on the classification 
of individual business establishments operated by my company? The 
partial industry classification exemption applies to individual 
business establishments. If a company has several business 
establishments engaged in different classes of business activities, 
some of the company's establishments may be required to keep records, 
while others may be exempt.
    (3) How do I determine the Standard Industrial Classification code 
for my company or for individual establishments? You determine your 
Standard Industrial Classification (SIC) code by using the Standard 
Industrial Classification Manual, Executive Office of the President, 
Office of Management and Budget. You may contact your nearest OSHA 
office or State agency for help in determining your SIC.

[[Page 6123]]

Sec. 1904.3  Keeping records for more than one agency.

    If you create records to comply with another government agency's 
injury and illness recordkeeping requirements, OSHA will consider those 
records as meeting OSHA's Part 1904 recordkeeping requirements if OSHA 
accepts the other agency's records under a memorandum of understanding 
with that agency, or if the other agency's records contain the same 
information as this Part 1904 requires you to record. You may contact 
your nearest OSHA office or State agency for help in determining 
whether your records meet OSHA's requirements.

Non-Mandatory Appendix A to Subpart B--Partially Exempt Industries

    Employers are not required to keep OSHA injury and illness records 
for any establishment classified in the following Standard Industrial 
Classification (SIC) codes, unless they are asked in writing to do so 
by OSHA, the Bureau of Labor Statistics ( BLS), or a state agency 
operating under the authority of OSHA or the BLS. All employers, 
including those partially exempted by reason of company size or 
industry classification, must report to OSHA any workplace incident 
that results in a fatality or the hospitalization of three or more 
employees (see Sec. 1904.39).

----------------------------------------------------------------------------------------------------------------
      SIC code                  Industry description                 SIC code           Industry description
----------------------------------------------------------------------------------------------------------------
525................  Hardware Stores                            725...............  Shoe Repair and Shoeshine
                                                                                     Parlors.
542................  Meat and Fish Markets                      726...............  Funeral Service and
                                                                                     Crematories.
544................  Candy, Nut, and Confectionery Stores       729...............  Miscellaneous Personal
                                                                                     Services.
545................  Dairy Products Stores                      731...............  Advertising Services.
546................  Retail Bakeries                            732...............  Credit Reporting and
                                                                                     Collection Services.
549................  Miscellaneous Food Stores                  733...............  Mailing, Reproduction, &
                                                                                     Stenographic Services.
551................  New and Used Car Dealers                   737...............  Computer and Data Processing
                                                                                     Services.
552................  Used Car Dealers                           738...............  Miscellaneous Business
                                                                                     Services.
554................  Gasoline Service Stations                  764...............  Reupholstery and Furniture
                                                                                     Repair.
557................  Motorcycle Dealers                         78................  Motion Picture.
56.................  Apparel and Accessory Stores               791...............  Dance Studios, Schools, and
                                                                                     Halls.
573................  Radio, Television, & Computer Stores       792...............  Producers, Orchestras,
                                                                                     Entertainers.
58.................  Eating and Drinking Places                 793...............  Bowling Centers.
591................  Drug Stores and Proprietary Stores         801...............  Offices & Clinics Of Medical
                                                                                     Doctors.
592................  Liquor Stores                              802...............  Offices and Clinics Of
                                                                                     Dentists.
594................  Miscellaneous Shopping Goods Stores        803...............  Offices Of Osteopathic.
599................  Retail Stores, Not Elsewhere Classified    804...............  Offices Of Other Health
                                                                                     Practitioners.
60.................  Depository Institutions (banks & savings   807...............  Medical and Dental
                      institutions)                                                  Laboratories.
61.................  Nondepository                              809...............  Health and Allied Services,
                                                                                     Not Elsewhere Classified.
62.................  Security and Commodity Brokers             81................  Legal Services.
63.................  Insurance Carriers                         82................  Educational Services
                                                                                     (schools, colleges,
                                                                                     universities and
                                                                                     libraries).
64.................  Insurance Agents, Brokers & Services       832...............  Individual and Family
                                                                                     Services.
653................  Real Estate Agents and Managers            835...............  Child Day Care Services.
654................  Title Abstract Offices                     839...............  Social Services, Not
                                                                                     Elsewhere Classified.
67.................  Holding and Other Investment Offices       841...............  Museums and Art Galleries.
722................  Photographic Studios, Portrait             86................  Membership Organizations.
723................  Beauty Shops                               87................  Engineering, Accounting,
                                                                                     Research, Management, and
                                                                                     Related Services.
724................  Barber Shops                               899...............  Services, not elsewhere
                                                                                     classified.
----------------------------------------------------------------------------------------------------------------

Subpart C--Recordkeeping Forms and Recording Criteria

    Note to Subpart C: This Subpart describes the work-related 
injuries and illnesses that an employer must enter into the OSHA 
records and explains the OSHA forms that employers must use to 
record work-related fatalities, injuries, and illnesses.

Sec. 1904.4  Recording criteria.

    (a) Basic requirement. Each employer required by this Part to keep 
records of fatalities, injuries, and illnesses must record each 
fatality, injury and illness that:
    (1) Is work-related; and
    (2) Is a new case; and
    (3) Meets one or more of the general recording criteria of 
Sec. 1904.7 or the application to specific cases of Sec. 1904.8 through 
Sec. 1904.12.
    (b) Implementation. (1) What sections of this rule describe 
recording criteria for recording work-related injuries and illnesses? 
The table below indicates which sections of the rule address each 
topic.
    (i) Determination of work-relatedness. See Sec. 1904.5.
    (ii) Determination of a new case. See Sec. 1904.6.
    (iii) General recording criteria. See Sec. 1904.7.
    (iv) Additional criteria. (Needlestick and sharps injury cases, 
tuberculosis cases, hearing loss cases, medical removal cases, and 
musculoskeletal disorder cases). See Sec. 1904.8 through Sec. 1904.12.
    (2) How do I decide whether a particular injury or illness is 
recordable? The decision tree for recording work-related injuries and 
illnesses below shows the steps involved in making this determination.

BILLING CODE 4510-26-P

[[Page 6124]]

[GRAPHIC] [TIFF OMITTED] TR19JA01.098

BILLING CODE 4510-26-C


Sec. 1904.5  Determination of work-relatedness.

    (a) Basic requirement. You must consider an injury or illness to be 
work-related if an event or exposure in the work environment either 
caused or contributed to the resulting condition or significantly 
aggravated a pre-existing injury or illness. Work-relatedness is 
presumed for injuries and illnesses resulting from events or exposures 
occurring in the work environment, unless an exception in 
Sec. 1904.5(b)(2) specifically applies.
    (b) Implementation. (1) What is the ``work environment''? OSHA 
defines the work environment as ``the establishment and other locations 
where one or more employees are working or are present as a condition 
of their employment. The work environment includes not only physical 
locations, but also the equipment or materials used by the employee 
during the course of his or her work.''
    (2) Are there situations where an injury or illness occurs in the 
work environment and is not considered work-related? Yes, an injury or 
illness occurring in the work environment that falls under one of the 
following exceptions is not work-related, and therefore is not 
recordable.

------------------------------------------------------------------------
                          You are not required to record injuries and
     1904.5(b)(2)                      illnesses if . . .
------------------------------------------------------------------------
(i)..................  At the time of the injury or illness, the
                        employee was present in the work environment as
                        a member of the general public rather than as an
                        employee.
(ii).................  The injury or illness involves signs or symptoms
                        that surface at work but result solely from a
                        non-work-related event or exposure that occurs
                        outside the work environment.
(iii)................  The injury or illness results solely from
                        voluntary participation in a wellness program or
                        in a medical, fitness, or recreational activity
                        such as blood donation, physical examination,
                        flu shot, exercise class, racquetball, or
                        baseball.
(iv).................  The injury or illness is solely the result of an
                        employee eating, drinking, or preparing food or
                        drink for personal consumption (whether bought
                        on the employer's premises or brought in). For
                        example, if the employee is injured by choking
                        on a sandwich while in the employer's
                        establishment, the case would not be considered
                        work-related.
                       Note: If the employee is made ill by ingesting
                        food contaminated by workplace contaminants
                        (such as lead), or gets food poisoning from food
                        supplied by the employer, the case would be
                        considered work-related.
(v)..................  The injury or illness is solely the result of an
                        employee doing personal tasks (unrelated to
                        their employment) at the establishment outside
                        of the employee's assigned working hours.
(vi).................  The injury or illness is solely the result of
                        personal grooming, self medication for a non-
                        work-related condition, or is intentionally self-
                        inflicted.
(vii)................  The injury or illness is caused by a motor
                        vehicle accident and occurs on a company parking
                        lot or company access road while the employee is
                        commuting to or from work.
(viii)...............  The illness is the common cold or flu (Note:
                        contagious diseases such as tuberculosis,
                        brucellosis, hepatitis A, or plague are
                        considered work-related if the employee is
                        infected at work).

[[Page 6125]]


(ix).................  The illness is a mental illness. Mental illness
                        will not be considered work-related unless the
                        employee voluntarily provides the employer with
                        an opinion from a physician or other licensed
                        health care professional with appropriate
                        training and experience (psychiatrist,
                        psychologist, psychiatric nurse practitioner,
                        etc.) stating that the employee has a mental
                        illness that is work-related.
------------------------------------------------------------------------

    (3) How do I handle a case if it is not obvious whether the 
precipitating event or exposure occurred in the work environment or 
occurred away from work? In these situations, you must evaluate the 
employee's work duties and environment to decide whether or not one or 
more events or exposures in the work environment either caused or 
contributed to the resulting condition or significantly aggravated a 
pre-existing condition.
    (4) How do I know if an event or exposure in the work environment 
``significantly aggravated'' a preexisting injury or illness? A 
preexisting injury or illness has been significantly aggravated, for 
purposes of OSHA injury and illness recordkeeping, when an event or 
exposure in the work environment results in any of the following:
    (i) Death, provided that the preexisting injury or illness would 
likely not have resulted in death but for the occupational event or 
exposure.
    (ii) Loss of consciousness, provided that the preexisting injury or 
illness would likely not have resulted in loss of consciousness but for 
the occupational event or exposure.
    (iii) One or more days away from work, or days of restricted work, 
or days of job transfer that otherwise would not have occurred but for 
the occupational event or exposure.
    (iv) Medical treatment in a case where no medical treatment was 
needed for the injury or illness before the workplace event or 
exposure, or a change in medical treatment was necessitated by the 
workplace event or exposure.
    (5) Which injuries and illnesses are considered pre-existing 
conditions? An injury or illness is a preexisting condition if it 
resulted solely from a non-work-related event or exposure that occured 
outside the work environment.
    (6) How do I decide whether an injury or illness is work-related if 
the employee is on travel status at the time the injury or illness 
occurs? Injuries and illnesses that occur while an employee is on 
travel status are work-related if, at the time of the injury or 
illness, the employee was engaged in work activities ``in the interest 
of the employer.'' Examples of such activities include travel to and 
from customer contacts, conducting job tasks, and entertaining or being 
entertained to transact, discuss, or promote business (work-related 
entertainment includes only entertainment activities being engaged in 
at the direction of the employer).
    Injuries or illnesses that occur when the employee is on travel 
status do not have to be recorded if they meet one of the exceptions 
listed below.

----------------------------------------------------------------------------------------------------------------
                                                                                  You may use the following to
      1904.5 (b)(6)                     If the employee has . . .                   determine if an injury or
                                                                                     illness is work-related
----------------------------------------------------------------------------------------------------------------
(i).....................  checked into a hotel or motel for one or more days..  When a traveling employee checks
                                                                                 into a hotel, motel, or into a
                                                                                 other temporary residence, he
                                                                                 or she establishes a ``home
                                                                                 away from home.'' You must
                                                                                 evaluate the employee's
                                                                                 activities after he or she
                                                                                 checks into the hotel, motel,
                                                                                 or other temporary residence
                                                                                 for their work-relatedness in
                                                                                 the same manner as you evaluate
                                                                                 the activities of a non-
                                                                                 traveling employee. When the
                                                                                 employee checks into the
                                                                                 temporary residence, he or she
                                                                                 is considered to have left the
                                                                                 work environment. When the
                                                                                 employee begins work each day,
                                                                                 he or she re-enters the work
                                                                                 environment. If the employee
                                                                                 has established a ``home away
                                                                                 from home'' and is reporting to
                                                                                 a fixed worksite each day, you
                                                                                 also do not consider injuries
                                                                                 or illnesses work-related if
                                                                                 they occur while the employee
                                                                                 is commuting between the
                                                                                 temporary residence and the job
                                                                                 location.
(ii)....................  taken a detour for personal reasons.................  Injuries or illnesses are not
                                                                                 considered work-related if they
                                                                                 occur while the employee is on
                                                                                 a personal detour from a
                                                                                 reasonably direct route of
                                                                                 travel (e.g., has taken a side
                                                                                 trip for personal reasons).
----------------------------------------------------------------------------------------------------------------

    (7) How do I decide if a case is work-related when the employee is 
working at home? Injuries and illnesses that occur while an employee is 
working at home, including work in a home office, will be considered 
work-related if the injury or illness occurs while the employee is 
performing work for pay or compensation in the home, and the injury or 
illness is directly related to the performance of work rather than to 
the general home environment or setting. For example, if an employee 
drops a box of work documents and injures his or her foot, the case is 
considered work-related. If an employee's fingernail is punctured by a 
needle from a sewing machine used to perform garment work at home, 
becomes infected and requires medical treatment, the injury is 
considered work-related. If an employee is injured because he or she 
trips on the family dog while rushing to answer a work phone call, the 
case is not considered work-related. If an employee working at home is 
electrocuted because of faulty home wiring, the injury is not 
considered work-related.


Sec. 1904.6  Determination of new cases.

    (a) Basic requirement. You must consider an injury or illness to be 
a ``new case'' if:
    (1) The employee has not previously experienced a recorded injury 
or illness of the same type that affects the same part of the body, or
    (2) The employee previously experienced a recorded injury or 
illness of the same type that affected the same part of the body but 
had recovered completely (all signs and symptoms had disappeared) from 
the previous injury or illness and an event or exposure in the work 
environment caused the signs or symptoms to reappear.
    (b) Implementation. (1) When an employee experiences the signs or 
symptoms of a chronic work-related illness, do I need to consider each 
recurrence of signs or symptoms to be a new case? No, for occupational 
illnesses where the signs or symptoms may recur or continue in the 
absence of an exposure in the workplace, the case must only be recorded 
once. Examples

[[Page 6126]]

may include occupational cancer, asbestosis, byssinosis and silicosis.
    (2) When an employee experiences the signs or symptoms of an injury 
or illness as a result of an event or exposure in the workplace, such 
as an episode of occupational asthma, must I treat the episode as a new 
case? Yes, because the episode or recurrence was caused by an event or 
exposure in the workplace, the incident must be treated as a new case.
    (3) May I rely on a physician or other licensed health care 
professional to determine whether a case is a new case or a recurrence 
of an old case? You are not required to seek the advice of a physician 
or other licensed health care professional. However, if you do seek 
such advice, you must follow the physician or other licensed health 
care professional's recommendation about whether the case is a new case 
or a recurrence. If you receive recommendations from two or more 
physicians or other licensed health care professionals, you must make a 
decision as to which recommendation is the most authoritative (best 
documented, best reasoned, or most authoritative), and record the case 
based upon that recommendation.


Sec. 1904.7  General recording criteria.

    (a) Basic requirement. You must consider an injury or illness to 
meet the general recording criteria, and therefore to be recordable, if 
it results in any of the following: death, days away from work, 
restricted work or transfer to another job, medical treatment beyond 
first aid, or loss of consciousness. You must also consider a case to 
meet the general recording criteria if it involves a significant injury 
or illness diagnosed by a physician or other licensed health care 
professional, even if it does not result in death, days away from work, 
restricted work or job transfer, medical treatment beyond first aid, or 
loss of consciousness.
    (b) Implementation. (1) How do I decide if a case meets one or more 
of the general recording criteria? A work-related injury or illness 
must be recorded if it results in one or more of the following:
    (i) Death. See Sec. 1904.7(b)(2).
    (ii) Days away from work. See Sec. 1904.7(b)(3).
    (iii) Restricted work or transfer to another job. See 
Sec. 1904.7(b)(4).
    (iv) Medical treatment beyond first aid. See Sec. 1904.7(b)(5).
    (v) Loss of consciousness. See Sec. 1904.7(b)(6).
    (vi) A significant injury or illness diagnosed by a physician or 
other licensed health care professional. See Sec. 1904.7(b)(7).
    (2) How do I record a work-related injury or illness that results 
in the employee's death? You must record an injury or illness that 
results in death by entering a check mark on the OSHA 300 Log in the 
space for cases resulting in death. You must also report any work-
related fatality to OSHA within eight (8) hours, as required by 
Sec. 1904.39.
    (3) How do I record a work-related injury or illness that results 
in days away from work? When an injury or illness involves one or more 
days away from work, you must record the injury or illness on the OSHA 
300 Log with a check mark in the space for cases involving days away 
and an entry of the number of calendar days away from work in the 
number of days column. If the employee is out for an extended period of 
time, you must enter an estimate of the days that the employee will be 
away, and update the day count when the actual number of days is known.
    (i) Do I count the day on which the injury occurred or the illness 
began? No, you begin counting days away on the day after the injury 
occurred or the illness began.
    (ii) How do I record an injury or illness when a physician or other 
licensed health care professional recommends that the worker stay at 
home but the employee comes to work anyway? You must record these 
injuries and illnesses on the OSHA 300 Log using the check box for 
cases with days away from work and enter the number of calendar days 
away recommended by the physician or other licensed health care 
professional. If a physician or other licensed health care professional 
recommends days away, you should encourage your employee to follow that 
recommendation. However, the days away must be recorded whether the 
injured or ill employee follows the physician or licensed health care 
professional's recommendation or not. If you receive recommendations 
from two or more physicians or other licensed health care 
professionals, you may make a decision as to which recommendation is 
the most authoritative, and record the case based upon that 
recommendation.
    (iii) How do I handle a case when a physician or other licensed 
health care professional recommends that the worker return to work but 
the employee stays at home anyway? In this situation, you must end the 
count of days away from work on the date the physician or other 
licensed health care professional recommends that the employee return 
to work.
    (iv) How do I count weekends, holidays, or other days the employee 
would not have worked anyway? You must count the number of calendar 
days the employee was unable to work as a result of the injury or 
illness, regardless of whether or not the employee was scheduled to 
work on those day(s). Weekend days, holidays, vacation days or other 
days off are included in the total number of days recorded if the 
employee would not have been able to work on those days because of a 
work-related injury or illness.
    (v) How do I record a case in which a worker is injured or becomes 
ill on a Friday and reports to work on a Monday, and was not scheduled 
to work on the weekend? You need to record this case only if you 
receive information from a physician or other licensed health care 
professional indicating that the employee should not have worked, or 
should have performed only restricted work, during the weekend. If so, 
you must record the injury or illness as a case with days away from 
work or restricted work, and enter the day counts, as appropriate.
    (vi) How do I record a case in which a worker is injured or becomes 
ill on the day before scheduled time off such as a holiday, a planned 
vacation, or a temporary plant closing? You need to record a case of 
this type only if you receive information from a physician or other 
licensed health care professional indicating that the employee should 
not have worked, or should have performed only restricted work, during 
the scheduled time off. If so, you must record the injury or illness as 
a case with days away from work or restricted work, and enter the day 
counts, as appropriate.
    (vii) Is there a limit to the number of days away from work I must 
count? Yes, you may ``cap'' the total days away at 180 calendar days. 
You are not required to keep track of the number of calendar days away 
from work if the injury or illness resulted in more than 180 calendar 
days away from work and/or days of job transfer or restriction. In such 
a case, entering 180 in the total days away column will be considered 
adequate.
    (viii) May I stop counting days if an employee who is away from 
work because of an injury or illness retires or leaves my company? Yes, 
if the employee leaves your company for some reason unrelated to the 
injury or illness, such as retirement, a plant closing, or to take 
another job, you may stop counting days away from work or days of 
restriction/job transfer. If the employee leaves your company because 
of the injury or illness, you must estimate the

[[Page 6127]]

total number of days away or days of restriction/job transfer and enter 
the day count on the 300 Log.
    (ix) If a case occurs in one year but results in days away during 
the next calendar year, do I record the case in both years? No, you 
only record the injury or illness once. You must enter the number of 
calendar days away for the injury or illness on the OSHA 300 Log for 
the year in which the injury or illness occurred. If the employee is 
still away from work because of the injury or illness when you prepare 
the annual summary, estimate the total number of calendar days you 
expect the employee to be away from work, use this number to calculate 
the total for the annual summary, and then update the initial log entry 
later when the day count is known or reaches the 180-day cap.
    (4) How do I record a work-related injury or illness that results 
in restricted work or job transfer? When an injury or illness involves 
restricted work or job transfer but does not involve death or days away 
from work, you must record the injury or illness on the OSHA 300 Log by 
placing a check mark in the space for job transfer or restriction and 
an entry of the number of restricted or transferred days in the 
restricted workdays column.
    (i) How do I decide if the injury or illness resulted in restricted 
work? Restricted work occurs when, as the result of a work-related 
injury or illness:
    (A) You keep the employee from performing one or more of the 
routine functions of his or her job, or from working the full workday 
that he or she would otherwise have been scheduled to work; or
    (B) A physician or other licensed health care professional 
recommends that the employee not perform one or more of the routine 
functions of his or her job, or not work the full workday that he or 
she would otherwise have been scheduled to work.
    (ii) What is meant by ``routine functions''? For recordkeeping 
purposes, an employee's routine functions are those work activities the 
employee regularly performs at least once per week.
    (iii) Do I have to record restricted work or job transfer if it 
applies only to the day on which the injury occurred or the illness 
began? No, you do not have to record restricted work or job transfers 
if you, or the physician or other licensed health care professional, 
impose the restriction or transfer only for the day on which the injury 
occurred or the illness began.
    (iv) If you or a physician or other licensed health care 
professional recommends a work restriction, is the injury or illness 
automatically recordable as a ``restricted work'' case? No, a 
recommended work restriction is recordable only if it affects one or 
more of the employee's routine job functions. To determine whether this 
is the case, you must evaluate the restriction in light of the routine 
functions of the injured or ill employee's job. If the restriction from 
you or the physician or other licensed health care professional keeps 
the employee from performing one or more of his or her routine job 
functions, or from working the full workday the injured or ill employee 
would otherwise have worked, the employee's work has been restricted 
and you must record the case.
    (v) How do I record a case where the worker works only for a 
partial work shift because of a work-related injury or illness? A 
partial day of work is recorded as a day of job transfer or restriction 
for recordkeeping purposes, except for the day on which the injury 
occurred or the illness began.
    (vi) If the injured or ill worker produces fewer goods or services 
than he or she would have produced prior to the injury or illness but 
otherwise performs all of the routine functions of his or her work, is 
the case considered a restricted work case? No, the case is considered 
restricted work only if the worker does not perform all of the routine 
functions of his or her job or does not work the full shift that he or 
she would otherwise have worked.
    (vii) How do I handle vague restrictions from a physician or other 
licensed health care professional, such as that the employee engage 
only in ``light duty'' or ``take it easy for a week''? If you are not 
clear about the physician or other licensed health care professional's 
recommendation, you may ask that person whether the employee can do all 
of his or her routine job functions and work all of his or her normally 
assigned work shift. If the answer to both of these questions is 
``Yes,'' then the case does not involve a work restriction and does not 
have to be recorded as such. If the answer to one or both of these 
questions is ``No,'' the case involves restricted work and must be 
recorded as a restricted work case. If you are unable to obtain this 
additional information from the physician or other licensed health care 
professional who recommended the restriction, record the injury or 
illness as a case involving restricted work.
    (viii) What do I do if a physician or other licensed health care 
professional recommends a job restriction meeting OSHA's definition, 
but the employee does all of his or her routine job functions anyway? 
You must record the injury or illness on the OSHA 300 Log as a 
restricted work case. If a physician or other licensed health care 
professional recommends a job restriction, you should ensure that the 
employee complies with that restriction. If you receive recommendations 
from two or more physicians or other licensed health care 
professionals, you may make a decision as to which recommendation is 
the most authoritative, and record the case based upon that 
recommendation.
    (ix) How do I decide if an injury or illness involved a transfer to 
another job? If you assign an injured or ill employee to a job other 
than his or her regular job for part of the day, the case involves 
transfer to another job. Note: This does not include the day on which 
the injury or illness occurred.
    (x) Are transfers to another job recorded in the same way as 
restricted work cases? Yes, both job transfer and restricted work cases 
are recorded in the same box on the OSHA 300 Log. For example, if you 
assign, or a physician or other licensed health care professional 
recommends that you assign, an injured or ill worker to his or her 
routine job duties for part of the day and to another job for the rest 
of the day, the injury or illness involves a job transfer. You must 
record an injury or illness that involves a job transfer by placing a 
check in the box for job transfer.
    (xi) How do I count days of job transfer or restriction? You count 
days of job transfer or restriction in the same way you count days away 
from work, using Sec. 1904.7(b)(3)(i) to (viii), above. The only 
difference is that, if you permanently assign the injured or ill 
employee to a job that has been modified or permanently changed in a 
manner that eliminates the routine functions the employee was 
restricted from performing, you may stop the day count when the 
modification or change is made permanent. You must count at least one 
day of restricted work or job transfer for such cases.
    (5) How do I record an injury or illness that involves medical 
treatment beyond first aid? If a work-related injury or illness results 
in medical treatment beyond first aid, you must record it on the OSHA 
300 Log. If the injury or illness did not involve death, one or more 
days away from work, one or more days of restricted work, or one or 
more days of job transfer, you enter a check mark in the box for cases 
where the employee received medical treatment but remained at work and 
was not transferred or restricted.
    (i) What is the definition of medical treatment? ``Medical 
treatment'' means the management and care of a patient to

[[Page 6128]]

combat disease or disorder. For the purposes of Part 1904, medical 
treatment does not include:
    (A) Visits to a physician or other licensed health care 
professional solely for observation or counseling;
    (B) The conduct of diagnostic procedures, such as x-rays and blood 
tests, including the administration of prescription medications used 
solely for diagnostic purposes (e.g., eye drops to dilate pupils); or
    (C) ``First aid'' as defined in paragraph (b)(5)(ii) of this 
section.
    (ii) What is ``first aid''? For the purposes of Part 1904, ``first 
aid'' means the following:
    (A) Using a non-prescription medication at nonprescription strength 
(for medications available in both prescription and non-prescription 
form, a recommendation by a physician or other licensed health care 
professional to use a non-prescription medication at prescription 
strength is considered medical treatment for recordkeeping purposes);
    (B) Administering tetanus immunizations (other immunizations, such 
as Hepatitis B vaccine or rabies vaccine, are considered medical 
treatment);
    (C) Cleaning, flushing or soaking wounds on the surface of the 
skin;
    (D) Using wound coverings such as bandages, Band-AidsTM, 
gauze pads, etc.; or using butterfly bandages or Steri-
StripsTM (other wound closing devices such as sutures, 
staples, etc., are considered medical treatment);
    (E) Using hot or cold therapy;
    (F) Using any non-rigid means of support, such as elastic bandages, 
wraps, non-rigid back belts, etc. (devices with rigid stays or other 
systems designed to immobilize parts of the body are considered medical 
treatment for recordkeeping purposes);
    (G) Using temporary immobilization devices while transporting an 
accident victim (e.g., splints, slings, neck collars, back boards, 
etc.).
    (H) Drilling of a fingernail or toenail to relieve pressure, or 
draining fluid from a blister;
    (I) Using eye patches;
    (J) Removing foreign bodies from the eye using only irrigation or a 
cotton swab;
    (K) Removing splinters or foreign material from areas other than 
the eye by irrigation, tweezers, cotton swabs or other simple means;
    (L) Using finger guards;
    (M) Using massages (physical therapy or chiropractic treatment are 
considered medical treatment for recordkeeping purposes); or
    (N) Drinking fluids for relief of heat stress.
    (iii) Are any other procedures included in first aid? No, this is a 
complete list of all treatments considered first aid for Part 1904 
purposes.
    (iv) Does the professional status of the person providing the 
treatment have any effect on what is considered first aid or medical 
treatment? No, OSHA considers the treatments listed in 
Sec. 1904.7(b)(5)(ii) of this Part to be first aid regardless of the 
professional status of the person providing the treatment. Even when 
these treatments are provided by a physician or other licensed health 
care professional, they are considered first aid for the purposes of 
Part 1904. Similarly, OSHA considers treatment beyond first aid to be 
medical treatment even when it is provided by someone other than a 
physician or other licensed health care professional.
    (v) What if a physician or other licensed health care professional 
recommends medical treatment but the employee does not follow the 
recommendation? If a physician or other licensed health care 
professional recommends medical treatment, you should encourage the 
injured or ill employee to follow that recommendation. However, you 
must record the case even if the injured or ill employee does not 
follow the physician or other licensed health care professional's 
recommendation.
    (6) Is every work-related injury or illness case involving a loss 
of consciousness recordable? Yes, you must record a work-related injury 
or illness if the worker becomes unconscious, regardless of the length 
of time the employee remains unconscious.
    (7) What is a ``significant'' diagnosed injury or illness that is 
recordable under the general criteria even if it does not result in 
death, days away from work, restricted work or job transfer, medical 
treatment beyond first aid, or loss of consciousness? Work-related 
cases involving cancer, chronic irreversible disease, a fractured or 
cracked bone, or a punctured eardrum must always be recorded under the 
general criteria at the time of diagnosis by a physician or other 
licensed health care professional.

    Note to Sec. 1904.7: OSHA believes that most significant 
injuries and illnesses will result in one of the criteria listed in 
Sec. 1904.7(a): death, days away from work, restricted work or job 
transfer, medical treatment beyond first aid, or loss of 
consciousness. However, there are some significant injuries, such as 
a punctured eardrum or a fractured toe or rib, for which neither 
medical treatment nor work restrictions may be recommended. In 
addition, there are some significant progressive diseases, such as 
byssinosis, silicosis, and some types of cancer, for which medical 
treatment or work restrictions may not be recommended at the time of 
diagnosis but are likely to be recommended as the disease 
progresses. OSHA believes that cancer, chronic irreversible 
diseases, fractured or cracked bones, and punctured eardrums are 
generally considered significant injuries and illnesses, and must be 
recorded at the initial diagnosis even if medical treatment or work 
restrictions are not recommended, or are postponed, in a particular 
case.

Sec. 1904.8  Recording criteria for needlestick and sharps injuries.

    (a) Basic requirement. You must record all work-related needlestick 
injuries and cuts from sharp objects that are contaminated with another 
person's blood or other potentially infectious material (as defined by 
29 CFR 1910.1030). You must enter the case on the OSHA 300 Log as an 
injury. To protect the employee's privacy, you may not enter the 
employee's name on the OSHA 300 Log (see the requirements for privacy 
cases in paragraphs 1904.29(b)(6) through 1904.29(b)(9)).
    (b) Implementation. (1) What does ``other potentially infectious 
material'' mean? The term ``other potentially infectious materials'' is 
defined in the OSHA Bloodborne Pathogens standard at Sec. 1910.1030(b). 
These materials include:
    (i) Human bodily fluids, tissues and organs, and
    (ii) Other materials infected with the HIV or hepatitis B (HBV) 
virus such as laboratory cultures or tissues from experimental animals.
    (2) Does this mean that I must record all cuts, lacerations, 
punctures, and scratches? No, you need to record cuts, lacerations, 
punctures, and scratches only if they are work-related and involve 
contamination with another person's blood or other potentially 
infectious material. If the cut, laceration, or scratch involves a 
clean object, or a contaminant other than blood or other potentially 
infectious material, you need to record the case only if it meets one 
or more of the recording criteria in Sec. 1904.7.
    (3) If I record an injury and the employee is later diagnosed with 
an infectious bloodborne disease, do I need to update the OSHA 300 Log? 
Yes, you must update the classification of the case on the OSHA 300 Log 
if the case results in death, days away from work, restricted work, or 
job transfer. You must also update the description to identify the 
infectious disease and change the classification of the case from an 
injury to an illness.
    (4) What if one of my employees is splashed or exposed to blood or 
other

[[Page 6129]]

potentially infectious material without being cut or scratched? Do I 
need to record this incident? You need to record such an incident on 
the OSHA 300 Log as an illness if:
    (i) It results in the diagnosis of a bloodborne illness, such as 
HIV, hepatitis B, or hepatitis C; or
    (ii) It meets one or more of the recording criteria in Sec. 1904.7.


Sec. 1904.9  Recording criteria for cases involving medical removal 
under OSHA standards.

    (a) Basic requirement. If an employee is medically removed under 
the medical surveillance requirements of an OSHA standard, you must 
record the case on the OSHA 300 Log.
    (b) Implementation. (1) How do I classify medical removal cases on 
the OSHA 300 Log? You must enter each medical removal case on the OSHA 
300 Log as either a case involving days away from work or a case 
involving restricted work activity, depending on how you decide to 
comply with the medical removal requirement. If the medical removal is 
the result of a chemical exposure, you must enter the case on the OSHA 
300 Log by checking the ``poisoning'' column.
    (2) Do all of OSHA's standards have medical removal provisions? No, 
some OSHA standards, such as the standards covering bloodborne 
pathogens and noise, do not have medical removal provisions. Many OSHA 
standards that cover specific chemical substances have medical removal 
provisions. These standards include, but are not limited to, lead, 
cadmium, methylene chloride, formaldehyde, and benzene.
    (3) Do I have to record a case where I voluntarily removed the 
employee from exposure before the medical removal criteria in an OSHA 
standard are met? No, if the case involves voluntary medical removal 
before the medical removal levels required by an OSHA standard, you do 
not need to record the case on the OSHA 300 Log.


Sec. 1904.10  Recording criteria for cases involving occupational 
hearing loss.

    (a) Basic requirement. If an employee's hearing test (audiogram) 
reveals that a Standard Threshold Shift (STS) has occurred, you must 
record the case on the OSHA 300 Log by checking the ``hearing loss'' 
column.
    (b) Implementation. (1) What is a Standard Threshold Shift? A 
Standard Threshold Shift, or STS, is defined in the occupational noise 
exposure standard at 29 CFR 1910.95(c)(10)(i) as a change in hearing 
threshold, relative to the most recent audiogram for that employee, of 
an average of 10 decibels (dB) or more at 2000, 3000, and 4000 hertz in 
one or both ears.
    (2) How do I determine whether an STS has occurred? If the employee 
has never previously experienced a recordable hearing loss, you must 
compare the employee's current audiogram with that employee's baseline 
audiogram. If the employee has previously experienced a recordable 
hearing loss, you must compare the employee's current audiogram with 
the employee's revised baseline audiogram (the audiogram reflecting the 
employee's previous recordable hearing loss case).
    (3) May I adjust the audiogram results to reflect the effects of 
aging on hearing? Yes, when comparing audiogram results, you may adjust 
the results for the employee's age when the audiogram was taken using 
Tables F-1 or F-2, as appropriate, in Appendix F of 29 CFR 1910.95.
    (4) Do I have to record the hearing loss if I am going to retest 
the employee's hearing? No, if you retest the employee's hearing within 
30 days of the first test, and the retest does not confirm the STS, you 
are not required to record the hearing loss case on the OSHA 300 Log. 
If the retest confirms the STS, you must record the hearing loss 
illness within seven (7) calendar days of the retest.
    (5) Are there any special rules for determining whether a hearing 
loss case is work-related? Yes, hearing loss is presumed to be work-
related if the employee is exposed to noise in the workplace at an 8-
hour time-weighted average of 85 dBA or greater, or to a total noise 
dose of 50 percent, as defined in 29 CFR 1910.95. For hearing loss 
cases where the employee is not exposed to this level of noise, you 
must use the rules in Sec. 1904.5 to determine if the hearing loss is 
work-related.
    (6) If a physician or other licensed health care professional 
determines the hearing loss is not work-related, do I still need to 
record the case? If a physician or other licensed health care 
professional determines that the hearing loss is not work-related or 
has not been significantly aggravated by occupational noise exposure, 
you are not required to consider the case work-related or to record the 
case on the OSHA 300 Log.


Sec. 1904.11  Recording criteria for work-related tuberculosis cases.

    (a) Basic requirement. If any of your employees has been 
occupationally exposed to anyone with a known case of active 
tuberculosis (TB), and that employee subsequently develops a 
tuberculosis infection, as evidenced by a positive skin test or 
diagnosis by a physician or other licensed health care professional, 
you must record the case on the OSHA 300 Log by checking the 
``respiratory condition'' column.
    (b) Implementation. (1) Do I have to record, on the Log, a positive 
TB skin test result obtained at a pre-employment physical? No, you do 
not have to record it because the employee was not occupationally 
exposed to a known case of active tuberculosis in your workplace.
    (2) May I line-out or erase a recorded TB case if I obtain evidence 
that the case was not caused by occupational exposure? Yes, you may 
line-out or erase the case from the Log under the following 
circumstances:
    (i) The worker is living in a household with a person who has been 
diagnosed with active TB;
    (ii) The Public Health Department has identified the worker as a 
contact of an individual with a case of active TB unrelated to the 
workplace; or
    (iii) A medical investigation shows that the employee's infection 
was caused by exposure to TB away from work, or proves that the case 
was not related to the workplace TB exposure.


Sec. 1904.12  Recording criteria for cases involving work-related 
musculoskeletal disorders.

    (a) Basic requirement. If any of your employees experiences a 
recordable work-related musculoskeletal disorder (MSD), you must record 
it on the OSHA 300 Log by checking the ``musculoskeletal disorder'' 
column.
    (b) Implementation. (1) What is a ``musculoskeletal disorder'' or 
MSD? Musculoskeletal disorders (MSDs) are disorders of the muscles, 
nerves, tendons, ligaments, joints, cartilage and spinal discs. MSDs do 
not include disorders caused by slips, trips, falls, motor vehicle 
accidents, or other similar accidents. Examples of MSDs include: Carpal 
tunnel syndrome, Rotator cuff syndrome, De Quervain's disease, Trigger 
finger, Tarsal tunnel syndrome, Sciatica, Epicondylitis, Tendinitis, 
Raynaud's phenomenon, Carpet layers knee, Herniated spinal disc, and 
Low back pain.
    (2) How do I decide which musculoskeletal disorders to record? 
There are no special criteria for determining which musculoskeletal 
disorders to record. An MSD case is recorded using the same process you 
would use for any other injury or illness. If a musculoskeletal 
disorder is work-related, and is a new case, and meets one or more of 
the general recording criteria, you must record the musculoskeletal 
disorder. The following table will guide you to the appropriate

[[Page 6130]]

section of the rule for guidance on recording MSD cases.
    (i) Determining if the MSD is work-related. See Sec. 1904.5.
    (ii) Determining if the MSD is a new case. See Sec. 1904.6.
    (iii) Determining if the MSD meets one or more of the general 
recording criteria:
    (A) Days away from work, see Sec. 1904.7(b)(3).
    (B) Restricted work or transfer to another job, or see 
Sec. 1904.7(b)(4).
    (C) Medical treatment beyond first aid. See Sec. 1904.7(b)(5).
    (3) If a work-related MSD case involves only subjective symptoms 
like pain or tingling, do I have to record it as a musculoskeletal 
disorder? The symptoms of an MSD are treated the same as symptoms for 
any other injury or illness. If an employee has pain, tingling, 
burning, numbness or any other subjective symptom of an MSD, and the 
symptoms are work-related, and the case is a new case that meets the 
recording criteria, you must record the case on the OSHA 300 Log as a 
musculoskeletal disorder.


Secs. 1904.13-1904.28  [Reserved]


Sec. 1904.29  Forms

    (a) Basic requirement. You must use OSHA 300, 300-A, and 301 forms, 
or equivalent forms, for recordable injuries and illnesses. The OSHA 
300 form is called the Log of Work-Related Injuries and Illnesses, the 
300-A is the Summary of Work-Related Injuries and Illnesses, and the 
OSHA 301 form is called the Injury and Illness Incident Report.
    (b) Implementation. (1) What do I need to do to complete the OSHA 
300 Log? You must enter information about your business at the top of 
the OSHA 300 Log, enter a one or two line description for each 
recordable injury or illness, and summarize this information on the 
OSHA 300-A at the end of the year.
    (2) What do I need to do to complete the OSHA 301 Incident Report? 
You must complete an OSHA 301 Incident Report form, or an equivalent 
form, for each recordable injury or illness entered on the OSHA 300 
Log.
    (3) How quickly must each injury or illness be recorded? You must 
enter each recordable injury or illness on the OSHA 300 Log and 301 
Incident Report within seven (7) calendar days of receiving information 
that a recordable injury or illness has occurred.
    (4) What is an equivalent form? An equivalent form is one that has 
the same information, is as readable and understandable, and is 
completed using the same instructions as the OSHA form it replaces. 
Many employers use an insurance form instead of the OSHA 301 Incident 
Report, or supplement an insurance form by adding any additional 
information required by OSHA.
    (5) May I keep my records on a computer? Yes, if the computer can 
produce equivalent forms when they are needed, as described under 
Secs. 1904.35 and 1904.40, you may keep your records using the computer 
system.
    (6) Are there situations where I do not put the employee's name on 
the forms for privacy reasons? Yes, if you have a ``privacy concern 
case,'' you may not enter the employee's name on the OSHA 300 Log. 
Instead, enter ``privacy case'' in the space normally used for the 
employee's name. This will protect the privacy of the injured or ill 
employee when another employee, a former employee, or an authorized 
employee representative is provided access to the OSHA 300 Log under 
Sec. 1904.35(b)(2). You must keep a separate, confidential list of the 
case numbers and employee names for your privacy concern cases so you 
can update the cases and provide the information to the government if 
asked to do so.
    (7) How do I determine if an injury or illness is a privacy concern 
case? You must consider the following injuries or illnesses to be 
privacy concern cases:
    (i) An injury or illness to an intimate body part or the 
reproductive system;
    (ii) An injury or illness resulting from a sexual assault;
    (iii) Mental illnesses;
    (iv) HIV infection, hepatitis, or tuberculosis;
    (v) Needlestick injuries and cuts from sharp objects that are 
contaminated with another person's blood or other potentially 
infectious material (see Sec. 1904.8 for definitions); and
    (vi) Other illnesses, if the employee independently and voluntarily 
requests that his or her name not be entered on the log. 
Musculoskeletal disorders (MSDs) are not considered privacy concern 
cases.
    (8) May I classify any other types of injuries and illnesses as 
privacy concern cases? No, this is a complete list of all injuries and 
illnesses considered privacy concern cases for Part 1904 purposes.
    (9) If I have removed the employee's name, but still believe that 
the employee may be identified from the information on the forms, is 
there anything else that I can do to further protect the employee's 
privacy? Yes, if you have a reasonable basis to believe that 
information describing the privacy concern case may be personally 
identifiable even though the employee's name has been omitted, you may 
use discretion in describing the injury or illness on both the OSHA 300 
and 301 forms. You must enter enough information to identify the cause 
of the incident and the general severity of the injury or illness, but 
you do not need to include details of an intimate or private nature. 
For example, a sexual assault case could be described as ``injury from 
assault,'' or an injury to a reproductive organ could be described as 
``lower abdominal injury.''
    (10) What must I do to protect employee privacy if I wish to 
provide access to the OSHA Forms 300 and 301 to persons other than 
government representatives, employees, former employees or authorized 
representatives? If you decide to voluntarily disclose the Forms to 
persons other than government representatives, employees, former 
employees or authorized representatives (as required by Secs. 1904.35 
and 1904.40), you must remove or hide the employees' names and other 
personally identifying information, except for the following cases. You 
may disclose the Forms with personally identifying information only:
    (i) to an auditor or consultant hired by the employer to evaluate 
the safety and health program;
    (ii) to the extent necessary for processing a claim for workers' 
compensation or other insurance benefits; or
    (iii) to a public health authority or law enforcement agency for 
uses and disclosures for which consent, an authorization, or 
opportunity to agree or object is not required under Department of 
Health and Human Services Standards for Privacy of Individually 
Identifiable Health Information, 45 CFR 164.512.

Subpart D--Other OSHA Injury and Illness Recordkeeping Requirements


Sec. 1904.30  Multiple business establishments.

    (a) Basic requirement. You must keep a separate OSHA 300 Log for 
each establishment that is expected to be in operation for one year or 
longer.
    (b) Implementation. (1) Do I need to keep OSHA injury and illness 
records for short-term establishments (i.e., establishments that will 
exist for less than a year)? Yes, however, you do not have to keep a 
separate OSHA 300 Log for each such establishment. You may keep one 
OSHA 300 Log that covers all of your short-term establishments. You may 
also include the short-term establishments' recordable injuries and 
illnesses on an OSHA 300 Log that

[[Page 6131]]

covers short-term establishments for individual company divisions or 
geographic regions.
    (2) May I keep the records for all of my establishments at my 
headquarters location or at some other central location? Yes, you may 
keep the records for an establishment at your headquarters or other 
central location if you can:
    (i) Transmit information about the injuries and illnesses from the 
establishment to the central location within seven (7) calendar days of 
receiving information that a recordable injury or illness has occurred; 
and
    (ii) Produce and send the records from the central location to the 
establishment within the time frames required by Sec. 1904.35 and 
Sec. 1904.40 when you are required to provide records to a government 
representative, employees, former employees or employee 
representatives.
    (3) Some of my employees work at several different locations or do 
not work at any of my establishments at all. How do I record cases for 
these employees? You must link each of your employees with one of your 
establishments, for recordkeeping purposes. You must record the injury 
and illness on the OSHA 300 Log of the injured or ill employee's 
establishment, or on an OSHA 300 Log that covers that employee's short-
term establishment.
    (4) How do I record an injury or illness when an employee of one of 
my establishments is injured or becomes ill while visiting or working 
at another of my establishments, or while working away from any of my 
establishments? If the injury or illness occurs at one of your 
establishments, you must record the injury or illness on the OSHA 300 
Log of the establishment at which the injury or illness occurred. If 
the employee is injured or becomes ill and is not at one of your 
establishments, you must record the case on the OSHA 300 Log at the 
establishment at which the employee normally works.


Sec. 1904.31  Covered employees.

    (a) Basic requirement. You must record on the OSHA 300 Log the 
recordable injuries and illnesses of all employees on your payroll, 
whether they are labor, executive, hourly, salary, part-time, seasonal, 
or migrant workers. You also must record the recordable injuries and 
illnesses that occur to employees who are not on your payroll if you 
supervise these employees on a day-to-day basis. If your business is 
organized as a sole proprietorship or partnership, the owner or 
partners are not considered employees for recordkeeping purposes.
    (b) Implementation. (1) If a self-employed person is injured or 
becomes ill while doing work at my business, do I need to record the 
injury or illness? No, self-employed individuals are not covered by the 
OSH Act or this regulation.
    (2) If I obtain employees from a temporary help service, employee 
leasing service, or personnel supply service, do I have to record an 
injury or illness occurring to one of those employees? You must record 
these injuries and illnesses if you supervise these employees on a day-
to-day basis.
    (3) If an employee in my establishment is a contractor's employee, 
must I record an injury or illness occurring to that employee? If the 
contractor's employee is under the day-to-day supervision of the 
contractor, the contractor is responsible for recording the injury or 
illness. If you supervise the contractor employee's work on a day-to-
day basis, you must record the injury or illness.
    (4) Must the personnel supply service, temporary help service, 
employee leasing service, or contractor also record the injuries or 
illnesses occurring to temporary, leased or contract employees that I 
supervise on a day-to-day basis? No, you and the temporary help 
service, employee leasing service, personnel supply service, or 
contractor should coordinate your efforts to make sure that each injury 
and illness is recorded only once: either on your OSHA 300 Log (if you 
provide day-to-day supervision) or on the other employer's OSHA 300 Log 
(if that company provides day-to-day supervision).


Sec. 1904.32  Annual summary.

    (a) Basic requirement. At the end of each calendar year, you must:
    (1) Review the OSHA 300 Log to verify that the entries are complete 
and accurate, and correct any deficiencies identified;
    (2) Create an annual summary of injuries and illnesses recorded on 
the OSHA 300 Log;
    (3) Certify the summary; and
    (4) Post the annual summary.
    (b) Implementation. (1) How extensively do I have to review the 
OSHA 300 Log entries at the end of the year? You must review the 
entries as extensively as necessary to make sure that they are complete 
and correct.
    (2) How do I complete the annual summary? You must:
    (i) Total the columns on the OSHA 300 Log (if you had no recordable 
cases, enter zeros for each column total); and
    (ii) Enter the calendar year covered, the company's name, 
establishment name, establishment 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.
    (iii) If you are using an equivalent form other than the OSHA 300-A 
summary form, as permitted under Sec. 1904.6(b)(4), the summary you use 
must also include the employee access and employer penalty statements 
found on the OSHA 300-A Summary form.
    (3) How do I certify 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.
    (4) Who is considered a company executive? The company executive 
who certifies the log must be one of the following persons:
    (i) An owner of the company (only if the company is a sole 
proprietorship or partnership);
    (ii) An officer of the corporation;
    (iii) The highest ranking company official working at the 
establishment; or
    (iv) The immediate supervisor of the highest ranking company 
official working at the establishment.
    (5) How do I post the annual summary? You must post a copy of the 
annual summary in each establishment in a conspicuous place or places 
where notices to employees are customarily posted. You must ensure that 
the posted annual summary is not altered, defaced or covered by other 
material.
    (6) When do I have to post the annual summary? You must post the 
summary no later than February 1 of the year following the year covered 
by the records and keep the posting in place until April 30.


Sec. 1904.33  Retention and updating.

    (a) Basic requirement. You must save the OSHA 300 Log, the privacy 
case list (if one exists), the annual summary, and the OSHA 301 
Incident Report forms for five (5) years following the end of the 
calendar year that these records cover.
    (b) Implementation. (1) Do I have to update the OSHA 300 Log during 
the five-year storage period? Yes, during the storage period, you must 
update your stored OSHA 300 Logs 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.

[[Page 6132]]

    (2) Do I have to update the annual summary? No, you are not 
required to update the annual summary, but you may do so if you wish.
    (3) Do I have to update the OSHA 301 Incident Reports? No, you are 
not required to update the OSHA 301 Incident Reports, but you may do so 
if you wish.


Sec. 1904.34  Change in business ownership.

    If your business changes ownership, you are responsible for 
recording and reporting work-related injuries and illnesses only for 
that period of the year during which you owned the establishment. You 
must transfer the Part 1904 records to the new owner. The new owner 
must save all records of the establishment kept by the prior owner, as 
required by Sec. 1904.33 of this Part, but need not update or correct 
the records of the prior owner.


Sec. 1904.35  Employee involvement.

    (a) Basic requirement. Your employees and their representatives 
must be involved in the recordkeeping system in several ways.
    (1) You must inform each employee of how he or she is to report an 
injury or illness to you.
    (2) You must provide limited access to your injury and illness 
records for your employees and their representatives.
    (b) Implementation. (1) What must I do to make sure that employees 
report work-related injuries and illnesses to me?
    (i) You must set up a way for employees to report work-related 
injuries and illnesses promptly; and
    (ii) You must tell each employee how to report work-related 
injuries and illnesses to you.
    (2) Do I have to give my employees and their representatives access 
to the OSHA injury and illness records? Yes, your employees, former 
employees, their personal representatives, and their authorized 
employee representatives have the right to access the OSHA injury and 
illness records, with some limitations, as discussed below.
    (i) Who is an authorized employee representative? An authorized 
employee representative is an authorized collective bargaining agent of 
employees.
    (ii) Who is a ``personal representative'' of an employee or former 
employee? A personal representative is:
    (A) Any person that the employee or former employee designates as 
such, in writing; or
    (B) The legal representative of a deceased or legally incapacitated 
employee or former employee.
    (iii) If an employee or representative asks for access to the OSHA 
300 Log, when do I have to provide it? When an employee, former 
employee, personal representative, or authorized employee 
representative asks for copies of your current or stored OSHA 300 
Log(s) for an establishment the employee or former employee has worked 
in, you must give the requester a copy of the relevant OSHA 300 Log(s) 
by the end of the next business day.
    (iv) May I remove the names of the employees or any other 
information from the OSHA 300 Log before I give copies to an employee, 
former employee, or employee representative? No, you must leave the 
names on the 300 Log. However, to protect the privacy of injured and 
ill employees, you may not record the employee's name on the OSHA 300 
Log for certain ``privacy concern cases,'' as specified in paragraphs 
1904.29(b)(6) through 1904.29(b)(9).
    (v) If an employee or representative asks for access to the OSHA 
301 Incident Report, when do I have to provide it?
    (A) When an employee, former employee, or personal representative 
asks for a copy of the OSHA 301 Incident Report describing an injury or 
illness to that employee or former employee, you must give the 
requester a copy of the OSHA 301 Incident Report containing that 
information by the end of the next business day.
    (B) When an authorized employee representative asks for a copies of 
the OSHA 301 Incident Reports for an establishment where the agent 
represents employees under a collective bargaining agreement, you must 
give copies of those forms to the authorized employee representative 
within 7 calendar days. You are only required to give the authorized 
employee representative information from the OSHA 301 Incident Report 
section titled ``Tell us about the case.'' You must remove all other 
information from the copy of the OSHA 301 Incident Report or the 
equivalent substitute form that you give to the authorized employee 
representative.
    (vi) May I charge for the copies? No, you may not charge for these 
copies the first time they are provided. However, if one of the 
designated persons asks for additional copies, you may assess a 
reasonable charge for retrieving and copying the records.


Sec. 1904.36  Prohibition against discrimination.

    Section 11(c) of the Act prohibits you from discriminating against 
an employee for reporting a work-related fatality, injury or illness. 
That provision of the Act also protects the employee who files a safety 
and health complaint, asks for access to the Part 1904 records, or 
otherwise exercises any rights afforded by the OSH Act.


Sec. 1904.37  State recordkeeping regulations.

    (a) Basic requirement. Some States operate their own OSHA programs, 
under the authority of a State Plan approved by OSHA. States operating 
OSHA-approved State Plans must have occupational injury and illness 
recording and reporting requirements that are substantially identical 
to the requirements in this Part (see 29 CFR 1902.3(k), 29 CFR 1952.4 
and 29 CFR 1956.10(i)).
    (b) Implementation. (1) State-Plan States must have the same 
requirements as Federal OSHA for determining which injuries and 
illnesses are recordable and how they are recorded.
    (2) For other Part 1904 provisions (for example, industry 
exemptions, reporting of fatalities and hospitalizations, record 
retention, or employee involvement), State-Plan State requirements may 
be more stringent than or supplemental to the Federal requirements, but 
because of the unique nature of the national recordkeeping program, 
States must consult with and obtain approval of any such requirements.
    (3) Although State and local government employees are not covered 
Federally, all State-Plan States must provide coverage, and must 
develop injury and illness statistics, for these workers. State Plan 
recording and reporting requirements for State and local government 
entities may differ from those for the private sector but must meet the 
requirements of paragraphs 1904.37(b)(1) and (b)(2).
    (4) A State-Plan State may not issue a variance to a private sector 
employer and must recognize all variances issued by Federal OSHA.
    (5) A State Plan State may only grant an injury and illness 
recording and reporting variance to a State or local government 
employer within the State after obtaining approval to grant the 
variance from Federal OSHA.


Sec. 1904.38  Variances from the recordkeeping rule.

    (a) Basic requirement. If you wish to keep records in a different 
manner from the manner prescribed by the Part 1904 regulations, you may 
submit a variance petition to the Assistant Secretary of Labor for 
Occupational Safety and Health, U.S. Department of Labor, Washington, 
DC 20210. You can obtain

[[Page 6133]]

a variance only if you can show that your alternative recordkeeping 
system:
    (1) Collects the same information as this Part requires;
    (2) Meets the purposes of the Act; and
    (3) Does not interfere with the administration of the Act.
    (b) Implementation. (1) What do I need to include in my variance 
petition? You must include the following items in your petition:
    (i) Your name and address;
    (ii) A list of the State(s) where the variance would be used;
    (iii) The address(es) of the business establishment(s) involved;
    (iv) A description of why you are seeking a variance;
    (v) A description of the different recordkeeping procedures you 
propose to use;
    (vi) A description of how your proposed procedures will collect the 
same information as would be collected by this Part and achieve the 
purpose of the Act; and
    (vii) A statement that you have informed your employees of the 
petition by giving them or their authorized representative a copy of 
the petition and by posting a statement summarizing the petition in the 
same way as notices are posted under Sec. 1903.2(a).
    (2) How will the Assistant Secretary handle my variance petition? 
The Assistant Secretary will take the following steps to process your 
variance petition.
    (i) The Assistant Secretary will offer your employees and their 
authorized representatives an opportunity to submit written data, 
views, and arguments about your variance petition.
    (ii) The Assistant Secretary may allow the public to comment on 
your variance petition by publishing the petition in the Federal 
Register. If the petition is published, the notice will establish a 
public comment period and may include a schedule for a public meeting 
on the petition.
    (iii) After reviewing your variance petition and any comments from 
your employees and the public, the Assistant Secretary will decide 
whether or not your proposed recordkeeping procedures will meet the 
purposes of the Act, will not otherwise interfere with the Act, and 
will provide the same information as the Part 1904 regulations provide. 
If your procedures meet these criteria, the Assistant Secretary may 
grant the variance subject to such conditions as he or she finds 
appropriate.
    (iv) If the Assistant Secretary grants your variance petition, OSHA 
will publish a notice in the Federal Register to announce the variance. 
The notice will include the practices the variance allows you to use, 
any conditions that apply, and the reasons for allowing the variance.
    (3) If I apply for a variance, may I use my proposed recordkeeping 
procedures while the Assistant Secretary is processing the variance 
petition? No, alternative recordkeeping practices are only allowed 
after the variance is approved. You must comply with the Part 1904 
regulations while the Assistant Secretary is reviewing your variance 
petition.
    (4) If I have already been cited by OSHA for not following the Part 
1904 regulations, will my variance petition have any effect on the 
citation and penalty? No, in addition, the Assistant Secretary may 
elect not to review your variance petition if it includes an element 
for which you have been cited and the citation is still under review by 
a court, an Administrative Law Judge (ALJ), or the OSH Review 
Commission.
    (5) If I receive a variance, may the Assistant Secretary revoke the 
variance at a later date? Yes, the Assistant Secretary may revoke your 
variance if he or she has good cause. The procedures revoking a 
variance will follow the same process as OSHA uses for reviewing 
variance petitions, as outlined in paragraph 1904.38(b)(2). Except in 
cases of willfulness or where necessary for public safety, the 
Assistant Secretary will:
    (i) Notify you in writing of the facts or conduct that may warrant 
revocation of your variance; and
    (ii) Provide you, your employees, and authorized employee 
representatives with an opportunity to participate in the revocation 
procedures.

Subpart E--Reporting Fatality, Injury and Illness Information to 
the Government


Sec. 1904.39  Reporting fatalities and multiple hospitalization 
incidents to OSHA.

    (a) Basic requirement. Within eight (8) hours after the death of 
any employee from a work-related incident or the in-patient 
hospitalization of three or more employees as a result of a work-
related incident, you must orally report the fatality/multiple 
hospitalization by telephone or in person to the Area Office of the 
Occupational Safety and Health Administration (OSHA), U.S. Department 
of Labor, that is nearest to the site of the incident. You may also use 
the OSHA toll-free central telephone number, 1-800-321-OSHA (1-800-321-
6742).
    (b) Implementation. (1) If the Area Office is closed, may I report 
the incident by leaving a message on OSHA's answering machine, faxing 
the area office, or sending an e-mail? No, if you can't talk to a 
person at the Area Office, you must report the fatality or multiple 
hospitalization incident using the 800 number.
    (2) What information do I need to give to OSHA about the incident? 
You must give OSHA the following information for each fatality or 
multiple hospitalization incident:
    (i) The establishment name;
    (ii) The location of the incident;
    (iii) The time of the incident;
    (iv) The number of fatalities or hospitalized employees;
    (v) The names of any injured employees;
    (vi) Your contact person and his or her phone number; and
    (vii) A brief description of the incident.
    (3) Do I have to report every fatality or multiple hospitalization 
incident resulting from a motor vehicle accident? No, you do not have 
to report all of these incidents. If the motor vehicle accident occurs 
on a public street or highway, and does not occur in a construction 
work zone, you do not have to report the incident to OSHA. However, 
these injuries must be recorded on your OSHA injury and illness 
records, if you are required to keep such records.
    (4) Do I have to report a fatality or multiple hospitalization 
incident that occurs on a commercial or public transportation system? 
No, you do not have to call OSHA to report a fatality or multiple 
hospitalization incident if it involves a commercial airplane, train, 
subway or bus accident. However, these injuries must be recorded on 
your OSHA injury and illness records, if you are required to keep such 
records.
    (5) Do I have to report a fatality caused by a heart attack at 
work? Yes, your local OSHA Area Office director will decide whether to 
investigate the incident, depending on the circumstances of the heart 
attack.
    (6) Do I have to report a fatality or hospitalization that occurs 
long after the incident? No, you must only report each fatality or 
multiple hospitalization incident that occurs within thirty (30) days 
of an incident.
    (7) What if I don't learn about an incident right away? If you do 
not learn of a reportable incident at the time it occurs and the 
incident would otherwise be reportable under paragraphs (a) and (b) of 
this section, you must make the report within eight (8) hours of the 
time the incident is reported to you or to any of your agent(s) or 
employee(s).

[[Page 6134]]

Sec. 1904.40  Providing records to government representatives.

    (a) Basic requirement. When an authorized government representative 
asks for the records you keep under Part 1904, you must provide copies 
of the records within four (4) business hours.
    (b) Implementation. (1) What government representatives have the 
right to get copies of my Part 1904 records? The government 
representatives authorized to receive the records are:
    (i) A representative of the Secretary of Labor conducting an 
inspection or investigation under the Act;
    (ii) A representative of the Secretary of Health and Human Services 
(including the National Institute for Occupational Safety and Health--
NIOSH) conducting an investigation under section 20(b) of the Act, or
    (iii) A representative of a State agency responsible for 
administering a State plan approved under section 18 of the Act.
    (2) Do I have to produce the records within four (4) hours if my 
records are kept at a location in a different time zone? OSHA will 
consider your response to be timely if you give the records to the 
government representative within four (4) business hours of the 
request. If you maintain the records at a location in a different time 
zone, you may use the business hours of the establishment at which the 
records are located when calculating the deadline.


Sec. 1904.41  Annual OSHA injury and illness survey of ten or more 
employers.

    (a) Basic requirement. If you receive OSHA's annual survey form, 
you must fill it out and send it to OSHA or OSHA's designee, as stated 
on the survey form. You must report the following information for the 
year described on the form:
    (1) the number of workers you employed;
    (2) the number of hours worked by your employees; and
    (3) the requested information from the records that you keep under 
Part 1904.
    (b) Implementation. (1) Does every employer have to send data to 
OSHA? No, each year, OSHA sends injury and illness survey forms to 
employers in certain industries. In any year, some employers will 
receive an OSHA survey form and others will not. You do not have to 
send injury and illness data to OSHA unless you receive a survey form.
    (2) How quickly do I need to respond to an OSHA survey form? You 
must send the survey reports to OSHA, or OSHA's designee, by mail or 
other means described in the survey form, within 30 calendar days, or 
by the date stated in the survey form, whichever is later.
    (3) Do I have to respond to an OSHA survey form if I am normally 
exempt from keeping OSHA injury and illness records? Yes, even if you 
are exempt from keeping injury and illness records under Sec. 1904.1 to 
Sec. 1904.3, OSHA may inform you in writing that it will be collecting 
injury and illness information from you in the following year. If you 
receive such a letter, you must keep the injury and illness records 
required by Sec. 1904.5 to Sec. 1904.15 and make a survey report for 
the year covered by the survey.
    (4) Do I have to answer the OSHA survey form if I am located in a 
State-Plan State? Yes, all employers who receive survey forms must 
respond to the survey, even those in State-Plan States.
    (5) Does this section affect OSHA's authority to inspect my 
workplace? No, nothing in this section affects OSHA's statutory 
authority to investigate conditions related to occupational safety and 
health.


Sec. 1904.42  Requests from the Bureau of Labor Statistics for data.

    (a) Basic requirement. If you receive a Survey of Occupational 
Injuries and Illnesses Form from the Bureau of Labor Statistics (BLS), 
or a BLS designee, you must promptly complete the form and return it 
following the instructions contained on the survey form.
    (b) Implementation. (1) Does every employer have to send data to 
the BLS? No, each year, the BLS sends injury and illness survey forms 
to randomly selected employers and uses the information to create the 
Nation's occupational injury and illness statistics. In any year, some 
employers will receive a BLS survey form and others will not. You do 
not have to send injury and illness data to the BLS unless you receive 
a survey form.
    (2) If I get a survey form from the BLS, what do I have to do? If 
you receive a Survey of Occupational Injuries and Illnesses Form from 
the Bureau of Labor Statistics (BLS), or a BLS designee, you must 
promptly complete the form and return it, following the instructions 
contained on the survey form.
    (3) Do I have to respond to a BLS survey form if I am normally 
exempt from keeping OSHA injury and illness records? Yes, even if you 
are exempt from keeping injury and illness records under Sec. 1904.1 to 
Sec. 1904.3, the BLS may inform you in writing that it will be 
collecting injury and illness information from you in the coming year. 
If you receive such a letter, you must keep the injury and illness 
records required by Sec. 1904.5 to Sec. 1904.15 and make a survey 
report for the year covered by the survey.
    (4) Do I have to answer the BLS survey form if I am located in a 
State-Plan State? Yes, all employers who receive a survey form must 
respond to the survey, even those in State-Plan States.

Subpart F--Transition From the Former Rule


Sec. 1904.43  Summary and posting of the 2001 data.

    (a) Basic requirement. If you were required to keep OSHA 200 Logs 
in 2001, you must post a 2000 annual summary from the OSHA 200 Log of 
occupational injuries and illnesses for each establishment.
    (b) Implementation. (1) What do I have to include in the summary?
    (i) You must include a copy of the totals from the 2001 OSHA 200 
Log and the following information from that form:
    (A) The calendar year covered;
    (B) Your company name;
    (C) The name and address of the establishment; and
    (D) The certification signature, title and date.
    (ii) If no injuries or illnesses occurred at your establishment in 
2001, you must enter zeros on the totals line and post the 2001 
summary.
    (2) When am I required to summarize and post the 2001 information? 
    (i) You must complete the summary by February 1, 2002; and
    (ii) You must post a copy of the summary in each establishment in a 
conspicuous place or places where notices to employees are customarily 
posted. You must ensure that the summary is not altered, defaced or 
covered by other material.
    (3) You must post the 2001 summary from February 1, 2002 to March 
1, 2002.


Sec. 1904.44  Retention and updating of old forms.

    You must save your copies of the OSHA 200 and 101 forms for five 
years following the year to which they relate and continue to provide 
access to the data as though these forms were the OSHA 300 and 301 
forms. You are not required to update your old 200 and 101 forms.


Sec. 1904.45  OMB control numbers under the Paperwork Reduction Act

    The following sections each contain a collection of information 
requirement which has been approved by the Office of Management and 
Budget under the control number listed

[[Page 6135]]



------------------------------------------------------------------------
                                                                  OMB
                       29 CFR citation                          Control
                                                                  No.
------------------------------------------------------------------------
1904.4-35...................................................   1218-0176
1904.39-41..................................................   1218-0176
1904.42.....................................................   1220-0045
1904.43-44..................................................   1218-0176
------------------------------------------------------------------------

Subpart G--Definitions


Sec. 1904.46  Definitions

    The Act. The Act means the Occupational Safety and Health Act of 
1970 (29 U.S.C. 651 et seq.). The definitions contained in section 3 of 
the Act (29 U.S.C. 652) and related interpretations apply to such terms 
when used in this Part 1904.
    Establishment. An establishment is a single physical location where 
business is conducted or where services or industrial operations are 
performed. For activities where employees do not work at a single 
physical location, such as construction; transportation; 
communications, electric, gas and sanitary services; and similar 
operations, the establishment is represented by main or branch offices, 
terminals, stations, etc. that either supervise such activities or are 
the base from which personnel carry out these activities.
    (1) Can one business location include two or more establishments? 
Normally, one business location has only one establishment. Under 
limited conditions, the employer may consider two or more separate 
businesses that share a single location to be separate establishments. 
An employer may divide one location into two or more establishments 
only when:
    (i) Each of the establishments represents a distinctly separate 
business;
    (ii) Each business is engaged in a different economic activity;
    (iii) No one industry description in the Standard Industrial 
Classification Manual (1987) applies to the joint activities of the 
establishments; and
    (iv) Separate reports are routinely prepared for each establishment 
on the number of employees, their wages and salaries, sales or 
receipts, and other business information. For example, if an employer 
operates a construction company at the same location as a lumber yard, 
the employer may consider each business to be a separate establishment.
    (2) Can an establishment include more than one physical location? 
Yes, but only under certain conditions. An employer may combine two or 
more physical locations into a single establishment only when:
    (i) The employer operates the locations as a single business 
operation under common management;
    (ii) The locations are all located in close proximity to each 
other; and
    (iii) The employer keeps one set of business records for the 
locations, such as records on the number of employees, their wages and 
salaries, sales or receipts, and other kinds of business information. 
For example, one manufacturing establishment might include the main 
plant, a warehouse a few blocks away, and an administrative services 
building across the street.
    (3) If an employee telecommutes from home, is his or her home 
considered a separate establishment? No, for employees who telecommute 
from home, the employee's home is not a business establishment and a 
separate 300 Log is not required. Employees who telecommute must be 
linked to one of your establishments under Sec. 1904.30(b)(3).
    Injury or illness. An injury or illness is an abnormal condition or 
disorder. Injuries include cases such as, but not limited to, a cut, 
fracture, sprain, or amputation. Illnesses include both acute and 
chronic illnesses, such as, but not limited to, a skin disease, 
respiratory disorder, or poisoning. (Note: Injuries and illnesses are 
recordable only if they are new, work-related cases that meet one or 
more of the Part 1904 recording criteria.)
    Physician or Other Licensed Health Care Professional. A physician 
or other licensed health care professional is an individual whose 
legally permitted scope of practice (i.e., license, registration, or 
certification) allows him or her to independently perform, or be 
delegated the responsibility to perform, the activities described by 
this regulation.
    You. ``You'' means an employer as defined in Section 3 of the 
Occupational Safety and Health Act of 1970 (29 U.S.C. 652).

PART 1952--[AMENDED]

    2. The authority citation for Part 1952 is revised to read as 
follows:

    Authority: 29 U.S.C. 667; 29 CFR part 1902, Secretary of Labor's 
Order No. 1-90 (55 FR 9033) and 6-96 (62 FR 111).

    3. Section 1952.4 is revised to read as follows:


Sec. 1952.4  Injury and illness recording and reporting requirements.

    (a) Injury and illness recording and reporting requirements 
promulgated by State-Plan States must be substantially identical to 
those in 29 CFR part 1904 ``Recording and Reporting Occupational 
Injuries and Illnesses.'' State-Plan States must promulgate recording 
and reporting requirements that are the same as the Federal 
requirements for determining which injuries and illnesses will be 
entered into the records and how they are entered. All other injury and 
illness recording and reporting requirements that are promulgated by 
State-Plan States may be more stringent than, or supplemental to, the 
Federal requirements, but, because of the unique nature of the national 
recordkeeping program, States must consult with OSHA and obtain 
approval of such additional or more stringent reporting and recording 
requirements to ensure that they will not interfere with uniform 
reporting objectives. State-Plan States must extend the scope of their 
regulation to State and local government employers.
    (b) A State may not grant a variance to the injury and illness 
recording and reporting requirements for private sector employers. Such 
variances may only be granted by Federal OSHA to assure nationally 
consistent workplace injury and illness statistics. A State may only 
grant a variance to the injury and illness recording and reporting 
requirements for State or local government entities in that State after 
obtaining approval from Federal OSHA.
    (c) A State must recognize any variance issued by Federal OSHA.
    (d) A State may, but is not required, to participate in the Annual 
OSHA Injury/Illness Survey as authorized by 29 CFR 1904.41. A 
participating State may either adopt requirements identical to 1904.41 
in its recording and reporting regulation as an enforceable State 
requirement, or may defer to the Federal regulation for enforcement. 
Nothing in any State plan shall affect the duties of employers to 
comply with 1904.41, when surveyed, as provided by section 18(c)(7) of 
the Act.

[FR Doc. 01-725 Filed 1-18-01; 8:45 am]
BILLING CODE 4510-26-P