A virtual assistant can coordinate the calendar and evidence around OSHA injury and illness records without deciding whether a case is recordable. The responsible safety and company executives classify cases, certify summaries, and authorize posting.
Virtual assistant for OSHA 300 log posting calendar coordination workflow
Maintain a controlled checklist for source case records, annual review, executive certification, posting location, posting window, privacy handling, and retention. Record what was received and who validated it without copying sensitive details into broad-access trackers.
OSHA explains federal injury and illness recordkeeping requirements, including forms and annual activities. The employer must determine coverage and follow any applicable state-plan rules.
Keep the decision boundary explicit
Separate case documentation, classification review, log update, summary preparation, certification, posting confirmation, takedown, and archive. Give each step one owner and preserve the signed or approved evidence at the correct access level.
Route exceptions without delay
Escalate uncertain coverage, late case information, privacy concerns, an unsigned summary, or a missed posting milestone to the safety owner. Never classify a case or sign on behalf of the certifying executive.
Close with traceable evidence
Complete the cycle when the authorized summary is posted and later removed on schedule, with evidence retained under policy. Coordinate related work through incident action follow-up and safety training records.