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            Create a Compliance Policy and a Compliance Policy Version

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            Create a Compliance Policy and a Compliance Policy Version

            Capture and formalize the rules, standards, and procedures for an organization and ensure adherence to relevant laws, regulations, and internal guidelines. Create records to store details such as the policy representative, review dates and frequency, and links to official documents.

            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

            To maintain version control and traceability, a compliance policy version record is automatically created when you create a compliance policy record. You can specify the status and the time frame for which the compliance policy version is effective. Additionally, you can store a summary of revisions made to the compliance policy version over time and include links to related official documents. To track changes over time, always create a new compliance policy version record when capturing policy updates.

            1. From the App Launcher, find and select Process Compliance Navigator.
            2. From the navigation bar, select Compliance Policies.
            3. Click New.
            4. Enter a name and description for the compliance policy.
            5. Specify details such as policy representative, usage type, scope, last review date, next review date, and review frequency.
            6. Add comments and reference document links, if necessary.
            7. Click Save & Next.
            8. In the Edit Compliance Policy Version window, specify details for the compliance policy version such as the effective from and to dates, change the summary, and add links to the reference document list.

              A compliance policy version is automatically created in draft status for each compliance policy record you create.

            9. Save your changes.

            The compliance officer creates compliance policy clauses.

             
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