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Process Compliance Navigator
Create a Regulation and a Regulation Version

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Create a Regulation and a Regulation Version

Capture regulation details such as the authority issuing a regulation, domains covered by a regulation, applications that are impacted, and links to official documents for quick reference. You can also assign a regulation manager who is responsible for ensuring compliance with the regulation.

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

  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Regulations.
  3. Click New.
  4. Enter a name and description for the regulation.
  5. Specify details such as regulatory authority, usage type, scope, and regulation manager.
  6. Add comments and reference document links, if necessary.
  7. Click Save & Next.
  8. In the Edit Regulation Version window, specify details for the regulation version such as the effective from and to dates, change the summary, and add links to the reference document list.

    A regulation version is automatically created in draft status for each regulation record that you create.

  9. Save your changes.

The compliance officer creates regulation clauses.

 
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