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Four working templates for trade contractors: OSHA recordkeeping, prequal readiness, an annual compliance calendar, and a training matrix. Branded, sourced, and ready to use.

Templates
4, free
Formats
Excel and PDF
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None
01. Download

Use them as they are. Or hand them to us.

Every rule in these files was checked against its official source on October 9, 2026. They are templates, not legal advice.

Preview of the OSHA 300 recordkeeping starter templateExcel tracker + 1-page PDF

OSHA 300 recordkeeping starter

A helper that sits beside the official OSHA forms. It works out each case’s record-by date (7 calendar days), totals the year for your 300A, calculates TRIR and DART, and walks you through certification, posting, and electronic submission. Links to OSHA’s official forms; it does not replace them.

Admin Core keeps your log current every month. See Admin Core

Preview of the Prequal readiness checklist templatePDF, 2 pages

Prequal readiness checklist

The documents and records Avetta, ISNetworld, and Veriforce commonly ask contractors for: logs, EMR letters, certificates, written programs, training records. Every line cites the platform’s own public material.

Is a network blocking a bid? A Get Approved project. See Get Approved

Preview of the 2027 annual compliance calendar templateExcel + PDF

2027 annual compliance calendar

Key federal and Arizona dates on one page: the 300A posting from February 1 to April 30, the Arizona Tier II report by March 1, electronic submission by March 2, plus monthly and per-person items. Each date links to its official source.

Managed Compliance keeps the calendar and follows up on every date. See Managed Compliance

Preview of the Training matrix templateExcel

Training matrix

Roles by trainings, last-completed dates, and automatic next-due dates. Red is overdue, amber is due within 30 days, green is current. The renewal intervals cite their CFR sections, and you can edit them to match your own policy.

Admin Core keeps the training matrix for you. See Admin Core

02

What these are, and are not.

Helpers and trackers. They point to the official OSHA forms and sources and do not replace them. Your company stays responsible for its records, and a template promises no outcome.

03

Want it kept for you?

Admin Core keeps the log, the calendar, and the training matrix current every month. A Get Approved project gets one prequal network to “not blocking.”