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Update a Compliance Policy Clause in Existing Policy

Update a Compliance Policy Clause in Existing Policy

Clone and modify existing compliance policy version and compliance policy clause versions to update clauses. All associated mappings among the policy clause versions, regulation clause versions, controls, and business operations processes are preserved.

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. Clone the latest compliance policy version record that you want to update.
    1. From the App Launcher, find and select Compliance Policy Versions.
    2. Open the required compliance policy version record page and navigate to the quick actions menu.
    3. Click Clone.
    4. For the cloned compliance policy version, specify details such as changes summary and effective time period.
    5. Save your changes.

      When you clone a compliance policy version record, all the associated mappings with compliance policy clause versions are maintained in the cloned compliance policy version record.

  2. Clone and map the compliance policy clause version records for policy clauses that you want to update.
    1. From the compliance policy version record page that you cloned, go to Compliance Policy Compliance Clause Versions on the Related tab.
    2. Click and open the required compliance policy clause version record page.
    3. Navigate to the quick actions menu and click Clone.
    4. For the cloned compliance policy clause version, specify details such as changes summary and effective time period for the cloned compliance policy clause version.
    5. On the Related tab of the cloned policy clause version record page, navigate to Compliance Policy Compliance Policy Clause Versions and click New.
    6. Select the compliance policy version that you cloned recently to map the compliance policy clause version with.
    7. Save your changes.

      When you clone a compliance policy clause version record, all the associated mappings of regulation clause versions, business operations processes, and controls are preserved in the cloned compliance policy clause version record.

  3. Publish the compliance policy version that you cloned earlier. When you publish the cloned compliance policy version, all associated policy clause version records are also published. Learn about the scenarios and rules governing the Transition Criteria for Compliance Policy Record Status.
    1. From the App Launcher, find and select Compliance Policy Versions.
    2. Open the required compliance policy version record page and navigate to the Details tab.
    3. Update the status to Published.
    4. Save your changes.
  4. As the effective date for the cloned compliance policy version approaches, the compliance officer can activate it and retire the previous compliance policy version record.
    1. From the App Launcher, find and select Compliance Policy Versions.
    2. Open the record page of the active compliance policy version that you want to retire.
    3. Go to the quick actions menu and click Retired.

      Retiring a compliance policy version doesn't automatically retire the associated compliance policy clause versions. You can use the compliance policy clause versions in upcoming policy updates if there aren't any changes.

    4. Save your changes.
    5. Open the record page of the cloned compliance policy version that you’ve just published.
    6. Go to the quick actions menu and click Activate.
    7. Save your changes.