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Create a HazCom Plan

This guide walks you through creating a new Written Hazard Communication Plan using the Plan Builder.

For: Coordinator, Admin | Tier: Standard+

Before You Start​

Make sure the following are in place:

  • Your company profile and site information are up to date in AdminHQ
  • A Program Coordinator has been assigned (OSHA requires a named individual)
  • Your chemical inventory is current in ChemIQ (the more complete it is, the better your plan will be)
  • You have selected the correct site from the top navigation bar

Steps​

  1. Navigate to Plan Builder from the main menu

  2. You will land on the HazCom Plan Hub. Make sure the Build Your Plan tab is selected.

  3. Click the Create Plan button in the top right corner. If the button is disabled, make sure you have a site selected.

  4. Choose your plan type:

    Plan TypeBest ForWhat You Get
    Basic PlanStraightforward compliance needs, Starter tierGuided questionnaire with OSHA-compliant templates
    AI-Powered PlanCompanies with complex chemical inventories, Standard and Pro tiersAI-generated content tailored to your specific chemicals and operations

  5. Enter a plan name (e.g., "Main Facility HazCom Program 2026"). The default is "Hazard Communication Plan."

  6. Verify the site shown is correct. The plan will be created for the site currently selected in your top navigation bar.

  7. Click Create Plan

For AI-Powered plans: After clicking Create, you will see an animated progress overlay while the system gathers your company data, analyzes your chemical inventory, generates tailored questions, and pre-fills answers. This takes a moment. When complete, you are automatically taken to the plan.

For Basic plans: You are taken directly to the plan.

What Happens Next​

Your new plan starts in Draft status. The first step is the Readiness Check, where you review your company data and chemical inventory before building the plan. After confirming readiness, you move into the questionnaire.

See Complete the Plan Questionnaire for the next step.

Good to Know​

  • You can only have one draft plan per site at a time. If a draft already exists, the system opens it instead of creating a new one.
  • Each site needs its own plan. You cannot share a single plan across multiple sites.
  • The Program Coordinator is automatically pulled from your team configuration. To change it, update the coordinator role assignment in Users & Roles.