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Process Compliance Navigator
Add a Regulation Clause to Existing Regulation

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Add a Regulation Clause to Existing Regulation

When new clauses or provisions are introduced as part of regulation amendments, add them to regulations repository. Your compliance officers can add a new regulation clause by cloning an existing regulation version, creating a new clause, and associating it with the cloned regulation version. When you clone regulation version, all its associated mappings with the regulation clause versions and business processes are retained.

Required Editions

Available in: Lightning Experience
Available in: All Industry Clouds, Sales Cloud, Service Cloud View editions availability.
User Permissions Needed
To configure Process Compliance Navigator: Compliance Admin permission set
  1. Clone the regulation version record to add a new regulation clause.
    1. From the App Launcher, find and select Regulation Versions.
    2. Open the required regulation version record page and navigate to the quick actions menu.
    3. Click Clone.
    4. For the cloned regulation version, specify details such as changes summary and effective time period.
    5. Save your changes.

      When you clone a regulation version record, all the associated mappings with regulation clause versions are retained in the cloned regulation version.

  2. Create a record for the regulation clause and associate its version with the regulation version after you clone.
    1. Open the record page of the cloned regulation version.
    2. Go to Regulation Version Regulation Clause Versions on the Related tab, and then click New.

      A modal for New Regulation Version Regulation Clause Version appears.

    3. Click the Regulation Clause Version field and select New Regulation Clause Version.

      Next, a modal for New Regulation Clause Version appears.

    4. Click Regulation Clause field and select New Regulation Clause.

      Next, a modal for the New Regulation Clause appears.

    5. Enter a name and description for the regulation clause.
    6. Specify details such as the regulation and the parent regulation clause.
    7. Add comments and reference document links, if necessary.
    8. Click Save and a modal for New Regulation Clause closes. You’re now back to the New Regulation Clause Version modal.
    9. Specify details such as the clause text, change summary, and the validity period for the regulation clause version.
    10. Select status as Draft and click Save. You’re now back to the New Regulation Version Regulation Clause Version modal.
    11. Save your changes.
  3. Publish the regulation version that you cloned in step 1. When you publish the cloned regulation version, all associated regulation clause version records also get published. Explore about the scenarios and rules governing the Transition Criteria for Regulation Record Status.
    1. From the App Launcher, find and select Regulation Versions.
    2. Open the required regulation version record page and navigate to the Details tab.
    3. Update the status to Published.
    4. Save your changes.
  4. As the effective date for the cloned regulation version approaches, the compliance officer can activate it and retire the previous regulation version record.
    1. From the App Launcher, find and select Regulation Versions.
    2. Open the record page of the active regulation version that you want to retire.
    3. Go to the quick actions menu and click Retired.
    4. Save your changes.
    5. Open the record page of the regulation version that you’ve just published.
    6. Go to the quick actions menu and select Activate.
    7. Click Activate.
    8. Save your changes.
 
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