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Review PII Before OSHA 300/301 Submission

Find possible SSNs, email addresses, and phone numbers in narrative fields before uploading case data.

Why this happens

Free-text narratives can accidentally contain personal identifiers copied from incident reports, emails, or claim notes.

What RuleTally checks
Administrative checks based on the current published ITA file guidance.
  • Possible Social Security number patterns
  • Email addresses
  • U.S. phone-number patterns
  • Narrative fields included in 300/301 case data

How to fix it

  1. 01

    Review every warning in context.

  2. 02

    Remove identifiers that do not belong in the submitted narrative.

  3. 03

    Keep your internal source record separately.

  4. 04

    Use OSHA’s current PII guidance before submission.

Check the whole file locally.

RuleTally shows the row, field, expected format, and official source without uploading the employee file.

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Official references

Related guides