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            Publish and Activate IT Compliance Policies and Clauses

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            Publish and Activate IT Compliance Policies and Clauses

            Finalize your IT governance standards by publishing and activating policy versions and clause versions. Activating a policy version with its underlying clauses ensures that the latest standards are available for audits and employee review.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To modify Policy records: Compliance Admin permission set

            To ensure a consistent audit trail, the system enforces these validations.

            • All mapped clause versions must be published before you publish the parent policy version.
            • All mapped clause versions must be activated before you activate the parent policy version.
            • Only one version of a specific clause or policy can be Active at a time.
            • Activating a new version automatically retires the previous version.
            1. From the App Launcher, find and select IT Compliance.
            2. Open the Compliance Policy Version or Compliance Policy Clause Version you want to update.
            3. To move a record from Draft to a finalized state, change the Status field to Published.
              For more details on publishing policy and clause versions, transitioning records to the Published state, and resolving versioning conflicts, see Publish a Compliance Policy Version and a Compliance Policy Clause Version.
            4. To make a published record the current version, change the Status to Active.
              For more details on resolving versioning conflicts during activation, see Activate a Published Compliance Policy Version.
             
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