Add an authority document to an agency

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

    • Add an authority document to a regulatory agency in Compliance Workspace to maintain traceability between regulations and their source documents.

    Vorbereitungen

    Role required: compliance_case_manager

    Warum und wann dieser Vorgang ausgeführt wird

    Authority documents represent official regulatory publications such as rulebooks or guidelines. Linking these documents to agencies helps ensure compliance workflows reference the correct source.

    Prozedur

    1. Navigate to All > Compliance Workspace > Lists > Regulatory information > Regulatory agencies.
    2. Select the agency record you want to update.
    3. In the Authority Documents related list, select Add.
    4. Choose one or more authority documents from the list (for example, GDPR Guidelines).
    5. Select Save.