Finalize your IT governance standards by publishing and activating policy versions and clause versions. Activating a policy version with its underlying clauses ensures that the latest standards are available for audits and employee review.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service. |
| User Permissions Needed | |
|---|---|
| To modify Policy records: | Compliance Admin permission set |
To ensure a consistent audit trail, the system enforces these validations.
- All mapped clause versions must be published before you publish the parent policy version.
- All mapped clause versions must be activated before you activate the parent policy version.
- Only one version of a specific clause or policy can be Active at a time.
- Activating a new version automatically retires the previous version.
- From the App Launcher, find and select IT Compliance.
- Open the Compliance Policy Version or Compliance Policy Clause Version you want to update.
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To move a record from Draft to a finalized state, change the
Status field to Published.
For more details on publishing policy and clause versions, transitioning records to the Published state, and resolving versioning conflicts, see Publish a Compliance Policy Version and a Compliance Policy Clause Version.
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To make a published record the current version, change the Status to
Active.
For more details on resolving versioning conflicts during activation, see Activate a Published Compliance Policy Version.