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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 is the central hub for nonprofit governance controls at route /gr/governance.

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Overview

The Governance Controls page is a URL-synced tabbed hub with five tabs: COI Attestations (gated by gr.coi.view), Whistleblower (gated by gr.whistleblower.view), Board Minutes (gated by gr.board.view), Resolutions (gated by gr.board.view), and Retention (gated by gr.governance.admin). A CoiDashboardStats widget is shown above the tabs for users with gr.coi.view. The tab state is synced to the URL via nuqs (?tab= query parameter). Each tab renders its respective component: CoiAttestationsTab, WhistleblowerReportsTab, BoardMinutesTab, BoardResolutionsTab, DocumentRetentionTab.

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Who it’s for

Requires permission gr.compliance.view (set on the route). Individual tabs have additional permission requirements:
  • COI Attestations: gr.coi.view
  • Whistleblower: gr.whistleblower.view
  • Board Minutes/Resolutions: gr.board.view
  • Document Retention: gr.governance.admin

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Before you start

  • You must have gr.compliance.view to access this page.
  • Individual tabs are additionally gated; users without specific permissions will see empty content for those tabs.

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Steps

1

Open Governance Controls

Navigate to /gr/governance.
2

Review COI Attestations

Open the COI Attestations tab to review conflict of interest attestation records and stats (requires gr.coi.view).
3

Review Whistleblower reports

Open the Whistleblower tab to view whistleblower intake reports (requires gr.whistleblower.view).
4

Manage Board Minutes

Open the Board Minutes tab to manage board meeting minutes records (requires gr.board.view).
5

Manage Resolutions

Open the Resolutions tab to manage board resolutions (requires gr.board.view).
6

Manage Document Retention

Open the Retention tab to manage document retention schedules (requires gr.governance.admin).

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Key concepts

  • COI Attestation — conflict of interest disclosure by board members or staff; recorded via CoiAttestationsTab.
  • Whistleblower tab — records submitted via the public whistleblower intake form (registered in public.tsx).
  • URL-synced tab — the ?tab= parameter allows deep-linking to a specific tab.

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/GovernanceControlsPage.tsx
  • src/platform/permissions/constants.ts