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Add a Compliance Policy Clause to Existing Policy

Add a Compliance Policy Clause to Existing Policy

When new clauses are introduced to existing compliance policy, add them to compliance policies repository. Your compliance officers can clone an existing compliance policy version, add the new clause, and then associate it with the cloned version. Cloning a compliance policy version retains all associated mappings with policy clause versions and business processes.

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 compliance policy version record to add a new policy clause.
    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 period.
    5. Save your changes.

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

  2. Create a record for the compliance policy clause and map its version with the compliance policy version that you cloned in step 1.
    1. Open the record page of the cloned compliance policy version.
    2. Navigate to the Compliance Policy Compliance Clause Versions in the Related tab, and then click New.

      A modal for New Compliance Policy Compliance Clause Version appears.

    3. Click Compliance Policy Clause Version field and select New Compliance Policy Clause Version.

      Next, a modal for the New Compliance Policy Clause Version appears.

    4. Click Compliance Policy Clause field and select New Compliance Policy Clause.

      Next, a modal for the New Compliance Policy Clause appears.

    5. Enter a name and description for the compliance policy clause.
    6. Specify details such as the compliance policy and the parent compliance policy clause.
    7. Add comments and reference document links, if necessary.
    8. Click Save and a modal for New Compliance Policy Clause closes. You’re now back to the New Compliance Policy Clause Version modal.
    9. Specify details such as the clause text, change summary, and the validity period for the compliance policy clause version.
    10. Select status as Draft and click Save. You’re now back to the New Compliance Policy Compliance Clause Version modal.
    11. Save your changes.
  3. Publish the compliance policy version that you cloned in step 1. When you publish the cloned compliance policy version, all associated compliance policy clause version records also get published. Explore 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.
    4. Save your changes.
    5. Open the record page of the compliance policy version that you’ve just published.
    6. Go to the quick actions menu and select Activate.
    7. Click Activate.
    8. Save your changes.