Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

This screen provides the full editor for creating or editing a procedure at route /gr/procedures/:id/edit (also used for new procedures at /gr/procedures/new).

​
Overview

The Procedure Edit page renders two panels side-by-side: a left-side metadata form (title, description, category, linked policy, review cycle in months) and a right-side interactive workflow canvas (ProcedureCanvas) where step nodes and edges can be added or manipulated. When creating a new procedure, an AIProcedureGenerator panel can optionally populate the form fields and canvas with AI-generated content. On save, useProcedureMutation creates or updates the procedure and navigates to the procedure’s detail page. The form uses zod validation with react-hook-form.

​
Who it’s for

  • Creating a new procedure requires permission gr.procedures.create.
  • Editing an existing procedure requires permission gr.procedures.edit.

​
Before you start

  • To create a procedure: have title, category, and at least one workflow step ready.
  • To edit: you must have the procedure’s id and the gr.procedures.edit permission.
  • Linking to a policy requires that the policy exists in the policy library.

​
Steps

1

Open the editor

Navigate to /gr/procedures/:id/edit to edit, or /gr/procedures/new to create a new procedure.
2

Fill in the metadata form

Enter the procedure title (required), description, category, linked policy (optional), and review cycle in months (optional).
3

Build the workflow canvas

Add step nodes to the ProcedureCanvas and connect them with edges to define the procedure flow.
4

Use the AI generator (new procedures only)

Click the AI generator option to auto-populate form fields and canvas nodes from a prompt.
5

Save the procedure

Click Save to create or update the procedure. The page navigates to the procedure detail page on success.

​
Key concepts

  • Category — one of: clinical, operational, safety, hr, financial, it, emergency, other.
  • Implements policy — optional UUID link to a policy record (implements_policy_id).
  • Review cycle — integer in months (1–60), used to schedule periodic reviews.
  • Workflow canvas — uses @xyflow/react for the visual node/edge editor (ProcedureCanvas).

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/gr.tsx
  • src/cores/gr/pages/ProcedureEditPage.tsx
  • src/cores/gr/hooks/useProcedureDetail.ts
  • src/cores/gr/hooks/useProcedureMutation.ts