Create a New Plan Version

This guide walks you through creating a new version of your HazCom plan when your chemical inventory changes, procedures are updated, or the annual review date arrives.

For: Coordinator | Tier: Standard+

OSHA requires you to keep your Written HazCom Program current. When your chemical inventory changes, new hazards are introduced, or procedures are updated, the plan must be revised. Creating a new version lets you make changes while preserving the complete history of your previous plans.

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Steps

1. Navigate to Plan Builder from the main menu
2. Open the Build Your Plan tab in the HazCom Plan Hub
3. Find your currently active plan (shown with an Active status badge) or an archived version you want to update
4. Open the plan and click Create New Version
5. A new Draft is created with all content carried forward from the previous version:
   • All questionnaire answers
   • All generated plan content
   • Coordinator and site information
   • The version number increments automatically
6. Make your changes -- update questionnaire answers, regenerate sections if needed, or edit content directly
7. When ready, submit the new version for approval
8. After approval, publish the new version to replace the currently active plan

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When to Create a New Version

Situation	Action
Annual review date is approaching	Create a new version, review all sections, update as needed
New chemicals added to your inventory	Update the chemical inventory section to reflect the additions
Chemicals removed from the site	Update the inventory and remove references to chemicals no longer present
Program Coordinator changed	Update the coordinator details in the company information section
Training procedures changed	Revise the employee training section
SDS access procedures changed	Update the safety data sheets section (e.g., moved from binders to digital system)
After an OSHA inspection finding	Address any cited deficiencies in the relevant sections

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Tips

• The audit trail tracks every change between versions. This gives you documented proof that your plan is being actively maintained.
• You do not have to rewrite everything. The new version starts with all previous content. Focus on the sections that need updating.
• The currently active plan stays in effect until you publish the new version. Employees continue to see the current plan while you work on updates.
• Use the readiness check. When creating a new version, the system re-checks your chemical inventory and company data. This helps you catch changes since the last version was published.