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Process Compliance Navigator
Publish a Regulation Version and a Regulation Clause Version

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Publish a Regulation Version and a Regulation Clause Version

You compliance officer publishes the regulation version along with its mapped regulation clause versions. Publishing a regulation version makes sure that control managers, business process representatives, and policy owners can access and adhere to the established rules and guidelines.

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
Note
Note

If there’s already a published regulation clause version mapped to the regulation version in the draft state, you can’t publish the regulation version record as it can only have one published regulation clause version associated with the regulation clause at a time. To publish the draft regulation version, set the status of the published regulation clause version record to Draft. Alternatively, if no active clause versions exist, update the clause version to Active, save it, and then set it to Retired. Try publishing again

Updating a regulation version's status from Published to Draft does not affect the status of its associated regulation clause versions.

  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Regulation Versions.
  3. Open the required regulation version record page and navigate to the Details tab.
  4. Update the status to Published.

    When you publish a regulation version record, the mapped regulation clause version records are automatically published. Learn about the scenarios and rules governing the Transition Criteria for Regulation Record Status.

  5. Save your changes.

Next, the Compliance Officer associates regulation clause versions with business operations processes.

 
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