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Retire a Regulation Version

Retire a regulation version when it's no longer in effect or a new version is published by regulatory authorities. Compliance officers can retire outdated regulation versions and regulation clause versions from their respective record pages. When a regulation version and clause version are activated, the option to retire appears on their respective record pages.

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
  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.
  4. Edit the status field and then Retired.

    The option to retire a regulation version record appears for all active records. Similarly, you can retire an active regulation clause version record.

  5. Save your changes.

When you retire a regulation version, the associated regulation clause version records don’t automatically retire. Visit the respective regulation clause version record pages and then manually retire them.