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Process Compliance Navigator
Create a Compliance Policy Clause and a Compliance Policy Clause Version

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Create a Compliance Policy Clause and a Compliance Policy Clause Version

Capture specific provision or section within a compliance policy. Create compliance policy clause records and store details such as name, description, associated regulation, and parent regulation clause.

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

For every compliance policy clause record you create, a corresponding compliance policy clause version record automatically gets created to ensure version control and traceability. When capturing policy updates, always create a new compliance policy clause version record to track changes over time.

  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Compliance Policy Clauses.
  3. Click New.
  4. Enter a name and description for the compliance policy clause.
  5. Specify details such as the compliance policy and the parent compliance policy clause.
  6. Add comments and reference document links, if necessary.
  7. Click Save & Next.
  8. In the Edit Compliance Policy Clause Version window, specify details such as the clause text, change summary, and the validity period of the compliance policy clause version.

    For every compliance policy clause you create, a corresponding compliance policy clause version is automatically created in draft status to ensure version control and traceability.

  9. Save your changes.

The compliance officer maps compliance policy clause versions to compliance policy version.

 
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