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Configure a Validation Procedure

Configure the validation procedure and compliance controls specified by the control manager.

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

Use these sections to configure a validation procedure.

  • Configure Controls: Review the status of the controls that are associated with the validation procedure. If the status of a control is Draft, configure the control and update the status to Active.
  • Define Business Context: Define the input parameters for the validation procedure. The input parameter is the business context required by the controls to evaluate the criteria in the rule processor. Use a record ID, context definition context ID, or string as a business context parameter.
  • Map Business Context: Map the procedure parameter that you defined in the business context to the control input variable for each control related to the validation procedure. This applies only when the implementer is an expression set or prompt template.
  • Summary: Review the procedure configuration before you submit the changes.
  1. From the App Launcher, find and select Process Compliance Navigator.
  2. From the navigation bar, select Validation Procedure, and then select a record.
  3. On the Related tab, in the Validation Procedure Version related list, select the validation procedure version name.
  4. Update the Assigned Admin field to the IT Admin.
  5. Save your changes.
  6. Click Configure Procedure.
  7. Configure the controls.
    1. In the Configure Controls section, select the control version.
    2. Create and configure compliance controls.
    3. Save your changes.
    4. Click Next.
  8. Define the business context.
    1. In the Define Business Context section, click Add Row.
    2. Enter the procedure parameter label.
    3. Select the data type.

      Record ID, Context ID, or String.

    4. Save your changes.
    5. Click Next.
  9. Map the business context.
    1. In the Map Business Context section, select a business context parameter.
    2. Save your changes.
    3. Click Next.
  10. In the Summary section, review the validation procedure configuration and submit your changes.
    The compliance procedure version status changes to Configured. The control configuration is updated to Complete when the compliance control version status changes to configured.

The control manager reviews the validation procedure configuration and updates the status to active.

See Also