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Facilities must record each injury and illness that is: work-related, is a new case, and meets one or more of the general recording criteria. A five-step process can be used to determine whether an injury or illness meets these criteria. The five-step process begins with a series of yes or no questions. If the answer to the first question is yes, then move on to the next question. If the answer is no, the injury or illness is not recordable.
The four questions that need to be asked are, decision one, did the employee experience an injury or illness? Decision two, is the injury or illness work-related? Decision three, is the injury or illness a new case? And decision four, does the injury or illness meet the general recording criteria or application to specific cases? If the answer to these four questions is yes, the case should then be recorded. The following sections will help employees answer these questions based on the facts of each case.