When to update your plan
A HACCP plan should reflect what your kitchen does today. Update it whenever something material changes, such as a new menu or recipe, a new supplier, a new cleaning chemical, or a change to your equipment, and again at your scheduled review. You do not need to start from scratch each time; you update the plan you already have.
Review your plan with Paddy
Open the plan from Food Safety > HACCP Plans
Click Review with Paddy, in the plan's header or in its Verification & Reviews section
Paddy checks the plan against your current menu, allergens, COSHH chemicals, equipment, routines and recent activity, then sets out its suggested changes in the Paddy panel under Review Paddy's suggestions. Each suggestion explains why it is there, for example a new chemical that needs a control point or an allergen that is not yet covered.
Accept the changes you want
Click Accept on a suggestion to keep it, or Dismiss if it does not apply. You decide each one, so nothing changes without you, and anything you leave undecided stays open for later
Click Apply changes to make the changes you accepted. They go through the normal route, so the version history and staff sign-off are handled for you. On a multi-site plan, the change flows down to each site
Record a review
To leave a formal record that the plan was checked, when, and by whom, use Complete Review in the plan's Verification & Reviews section, with your notes and whether changes are required.
Editing by hand
You can still edit anything directly. While the plan is a draft or under review, each section has its own Edit button; a plan in force needs Revise Plan first. Choose More > Export PDF to download the full plan for an inspection. For the full picture see Creating, Editing & Exporting HACCP Plans.
Update instead of creating a duplicate
Paddy will not draft a second plan for a site that already has one; it offers to review the existing plan instead, so you keep its history, version, and sign-offs.