The Injury and Illness Incident Summary dashboard helps you see how your organization is performing on injury and illness — the headline OSHA rates, severity, the nature and cause of injuries, and where they happen — and gives you everything you need to roll up the numbers required for OSHA 300A reporting. Use it to monitor safety performance, focus prevention efforts where injuries cluster, and prepare your annual OSHA summary.
This dashboard is designed for Regional and Site leaders, EHS managers, and safety professionals who oversee injury reporting and prevention programs at one or more facilities.
The dashboard pulls from injury and illness records in Dakota Scout. Records without a site-level parent folder are excluded from every visualization.
A few terms used throughout this article:
OSHA Recordable. An injury or illness that meets OSHA's recording criteria — typically because it required medical treatment beyond first aid, lost time, restricted duty, job transfer, loss of consciousness, or because it was a significant injury or illness.
DART. Days Away, Restricted, or Transferred — a subset of OSHA Recordable cases that involved at least one of those severity outcomes.
Lost Time. A case that involved one or more days away from work. Lost Time is a subset of DART.
TRIR / DART Rate / LTIR. The Total Recordable Incident Rate, DART Rate, and Lost Time Incident Rate, all calculated per the OSHA convention as (cases × 200,000) ÷ hours worked. The 200,000-hour denominator represents 100 full-time-equivalent employees over one year.
OSHA classification flag. A dedicated flag on each incident that determines which OSHA 300A box (G, H, I, J, K, L, or M-1 through M-6) the case belongs in. OSHA 300A categorization is driven by this flag, not by the page-1 Recordable or DART flags.
For information on how data is synchronized from ProActivity into Insights, see Getting Started with Dakota Insights.
The Injury and Illness Incident Summary dashboard supports the following filter slicers on all three pages:
Date Range
Region
Business Unit
Facility
Note: Trend arrows on KPI tiles always compare the current value to the same window one year ago, regardless of the Date Range slicer selection. A few visuals — Days Since Last Recordable Incident, the 5-year trend, and the 12-month rolling trend — use their own fixed time windows rather than the Date Range slicer; those exceptions are called out below.
For general guidance on using filters, see Filtering Dashboards in Dakota Insights.
Page 1 is the organization-wide view: eight KPI tiles, two trend charts, and seven breakdowns of where and how injuries are occurring.
Each KPI tile shows a current value and (where applicable) a trend arrow comparing to the same window one year ago. Color always means "good" or "bad" rather than "up" or "down" — for example, a rising recordable rate appears as a red up-arrow.
TRIR. Total Recordable Incident Rate, calculated as (Recordable cases × 200,000) ÷ Total hours worked over the selected Date Range. The headline safety performance metric and the one most often benchmarked externally.
DART Rate. Calculated as (DART cases × 200,000) ÷ Total hours worked. Captures the more severe subset of recordable cases — those that disrupted work through days away, restricted duty, or job transfer.
LTIR. Lost Time Incident Rate, calculated as (Lost Time cases × 200,000) ÷ Total hours worked. Isolates the most severe subset — cases that resulted in days away from work — from restricted-duty or transfer cases.
Days Since Last Recordable Incident. Elapsed days between today and the incident date of the most recent OSHA-recordable case across all facilities in scope. A highly visible streak metric for safety boards; independent of the Date Range slicer.
Total DART Days. Sum of all days away, restricted-duty, and job-transfer days across DART cases in the selected period. Absolute measure of workdays disrupted by serious injuries; complements DART Rate by showing raw scale.
DART Severity. Average DART days per DART case. Distinguishes frequency from severity — a facility can have few DART cases that are each highly severe, or many that are individually short.
Total Lost Days. Sum of all days away from work across Lost Time cases in the selected period. Used in workers' compensation and productivity analysis.
Lost Time Severity. Average lost days per Lost Time case. Rising severity even with flat case counts can indicate that the injuries occurring are getting more serious.
Two multi-line charts give context that the period-bound KPIs above can't provide on their own.
TRIR and DART Rate (5-Year Trend). Annual TRIR and DART Rate plotted as two lines across the last five calendar years. Uses a fixed rolling 5-year window regardless of the Date Range slicer. Smooths out short-term variability and shows whether current-period values represent a genuine shift or normal fluctuation.
Rolling TRIR, LTIR, and DART Rate by Month (Last 12 Months). Three lines plotting 12-month rolling TRIR, LTIR, and DART Rate at each month-end. Uses a fixed 12-month window regardless of the Date Range slicer. The rolling calculation smooths monthly noise while still revealing short-term shifts; showing all three together makes it easy to see whether movement is broad-based or isolated to one severity tier.
Seven charts let you see the nature, cause, and distribution of incidents.
Injured Body Parts (Top 15). A horizontal bar chart, Pareto sorted, showing incident counts by reported body part. Directs ergonomics, PPE, and training investments toward the specific body parts driving injury counts — a body-part pattern often points to a specific task or piece of equipment.
Recordable Incidents by Department (Top 10). A horizontal bar chart, Pareto sorted, of recordable incident counts by Department. Pinpoints departments with the heaviest injury burden so safety resources can be focused where they will have the most impact.
Note: Department is a user-maintained field. Inconsistent naming across facilities (e.g. Shipping vs. Shipping Dept) will fragment this chart; standardize Department names in Scout to keep the chart meaningful.
Injury/Illness Incidents by Status (pie). Share of incidents in each workflow status — New, Open, and Closed — for all incidents in the selected Date Range, regardless of recordability. A large Open or New share may indicate that investigations are stalled.
Leading Cause of Injury Category. A stacked horizontal bar chart of incidents grouped by Leading Cause, with each bar split into Recordable and Not Recordable segments. Highlights the root-cause categories to prioritize for prevention, and keeps categories with many minor (non-recordable) incidents visible as leading indicators.
Type of Injury or Illness by Employment Type. A stacked horizontal bar chart of incidents grouped by Type of Injury or Illness (e.g. Injury, Ergonomics, Respiratory Condition), stacked by Employment Type (e.g. Full Time, Not Specified). Helps surface whether certain injury types cluster among a specific worker population — a signal of onboarding gaps, contractor-oversight issues, or data-quality problems if the Not Specified segment is large.
Nature of Injury or Illness (Top 15). A horizontal bar chart, Pareto sorted, showing incident counts by Nature of Injury or Illness classification (e.g. Laceration, Strain, Fracture). Complements the body-part and cause charts by describing the clinical nature of injuries — useful for first-aid stocking, medical-provider relationships, and training.
Incident Counts by Facility and Classification. A facility-level table with columns for Facility, Total Incidents, Total Closed, Recordable, DART, Lost Time, and Average Days to Close. Includes a Totals row. Combines volume, severity classification, and case-management responsiveness in a single view.
Note: Average Days to Close depends on the Date Closed field recently deployed in standard IMS. Customers whose incidents predate that field may see blank values in this column until enough incidents are closed under the new schema.
Page 2 takes the same incident data and slices it by Facility, so you can see which sites carry the most incidents, where severity is concentrated, and how each facility is trending on the headline rates.
Note: For organizations with very many (e.g. 50+) facilities, the per-facility multi-line charts and stacked bars may be crowded; use Region or Business Unit filters to focus on a subset.
Recordable Incidents by Facility and Month. A horizontal stacked bar chart of recordable incident counts per Facility, segmented by month across the past 12 months. Exposes seasonality and month-specific clusters at each site (for example, incidents clustering in summer or around shift changes).
Rolling TRIR by Facility. A multi-line chart of 12-month rolling TRIR by month, with one line per Facility. Facility-level companion to the page 1 rolling trend; exposes outlier facilities that diverge from the organization-wide pattern.
Rolling DART Rate by Facility. A multi-line chart of 12-month rolling DART Rate by month, with one line per Facility. Highlights whether DART movement is concentrated at specific sites.
Rolling LTIR by Facility. A multi-line chart of 12-month rolling LTIR by month, with one line per Facility. Isolates the time-away severity tier at each site.
Days Since Last Recordable Incident by Facility. A horizontal bar chart of Days Since Last Recordable for each Facility, sorted descending. Surfaces facilities worth recognizing for sustained streaks and facilities where a recent incident warrants review. Independent of the Date Range slicer.
Recordable Incidents by Facility and Employment Type. A stacked horizontal bar chart of recordable incident counts per Facility, segmented by Employment Type. Helps determine whether a facility's injury profile is driven by full-time staff, contingent workers, or contractors — which affects training and oversight strategy.
DART Incidents by Facility. A horizontal bar chart of DART incident counts per Facility, sorted descending. Focuses attention on the sites contributing the most serious injuries; complements the DART Rate trend by showing absolute counts rather than rates.
Lost Time Incidents by Facility. A horizontal bar chart of Lost time incident counts per Facility, sorted descending. Focuses attention on the sites contributing the most serious injuries; complements the Lost Time Rate trend by showing absolute counts rather than rates.
Lost Time Days (Capped) by Facility. A horizontal bar chart of total Lost Time days attributable to incidents at each Facility, sorted descending. Shifts the lens from frequency to impact — a facility with few but severe Lost Time cases can still drive substantial lost-time days.
Restricted Duty Days (Capped) by Facility. A horizontal bar chart of total Restricted Duty days at each Facility, sorted descending. Captures the restricted-duty portion of DART impact separately from lost time; often indicates repetitive-strain or job-modification patterns.
Hours Worked by Facility (table). A facility-by-month table of absolute hours worked, with monthly columns (Jan–Dec) plus a Total column. The denominator that underlies every rate metric on the dashboard; exposing the raw hours makes it easy to validate rate calculations and spot months where missing hours could be distorting TRIR, DART Rate, or LTIR. Scroll horizontally to see the Total column.
The OSHA 300A page produces the exact numerical summary required for the OSHA 300A Summary of Work-Related Injuries and Illnesses — without manual tallying. Use it for two purposes: producing an organization-wide rollup of the 300A for internal analysis, and, when filtered to a single facility, generating the values needed to manually fill in that facility's OSHA 300A form.
Note: Which OSHA 300A box (G, H, I, J, K, L, or M-1 through M-6) an incident lands in is determined by a dedicated OSHA classification flag on the incident — not by the page-1 Recordable or DART flags. The Date Range slicer defaults to the current calendar year, matching the annual scope of the OSHA 300A form.
Four KPI tiles labeled to match the OSHA 300A Number of Cases boxes:
(G) Total number of deaths.
(H) Total number of cases with days away from work.
(I) Total number of cases with job transfer or restriction.
(J) Total number of other recordable cases.
Two KPI tiles labeled to match the OSHA 300A Number of Days boxes:
(K) Total number of days away from work.
(L) Total number of days of job transfer or restriction.
Six KPI tiles labeled to match the OSHA 300A Injury and Illness Types breakdown in column M:
(1) Injuries.
(2) Skin disorders.
(3) Respiratory conditions.
(4) Poisonings.
(5) Hearing loss.
(6) All other illnesses.
Beyond completing the form, this breakdown reveals whether occupational illnesses (not just injuries) are being captured.
Establishment Information (table). One row per in-scope Facility, with columns for Establishment Name, Street Address, City, State, Zip, Industry Description, and NAICS. The establishment-identifier fields that accompany the 300A numbers, sourced from Facility profile data rather than from incident data — reducing re-keying and the risk of mismatched NAICS or address information.
The data in this dashboard refreshes every four hours. For details on synchronization timing and what's included from each ProActivity product, see Getting Started with Dakota Insights.