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.
- From the App Launcher, find and select Process Compliance Navigator.
- From the navigation bar, select Regulations.
- Click New.
- Enter a name and description for the regulation.
- Specify details such as regulatory authority, usage type, scope, and regulation manager.
- Add comments and reference document links, if necessary.
- Click Save & Next.
-
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.
- Save your changes.