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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.

The Governance Settings page (/gr/settings) renders GRSettingsPage, which loads and saves organization-level module configuration via useGRModuleSettings and GRSettingsForm.

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Overview

GRSettingsPage calls useGRModuleSettings() (which reads/upserts gr_module_settings per organization) and renders GRSettingsForm. Settings are organized into the following groups as reflected in GRModuleSettingsFormValues:
  • Policy Management — review period, approval requirement, categories, version naming
  • Compliance — alert days, auto-task creation, default audit frequency
  • Training — expiration days, acknowledgment requirement, reminder days, self-enrollment
  • Document — categories, approval requirement, retention days
  • AI — ai_compliance_enabled
  • QI — enable/disable QI, cycle duration, reminder days, PDSA/metric notifications
  • Contract Management — expiration alerts, renewal notice, numbering, approval threshold, obligation reminders, AI risk analysis, AI renewal recommendations
  • Procedure Analytics — overdue threshold days
A guided tour is available via grSettingsTour and can be launched with ?tour=gr-settings-tour.

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Who it’s for

Requires permission: gr.admin (GR_PERMISSIONS.ADMIN). Users without this permission cannot access this route.

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Before you start

  • You must hold the gr.admin permission.
  • Changes apply organization-wide and affect all users in the tenant.
  • Review the SME items above before modifying any retention, approval, or compliance-threshold settings.

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Steps

1

Open Governance Settings

Navigate to /gr/settings. The page loads the current organization settings. A loading skeleton is shown while data is fetched.
2

Review Policy Management settings

Configure the default policy review period, whether policy approval is required, allowed policy categories, and version naming convention.
3

Review Compliance and Training settings

Set compliance alert lead times, training expiration and reminder days, and whether staff can self-enroll in training.
4

Review Document and Contract settings

Configure document retention, contract numbering, approval thresholds, and AI-powered features (risk analysis, renewal recommendations).
5

Save changes

Click the save action in GRSettingsForm. The form calls upsert(values) via useGRModuleSettings, which writes to gr_module_settings.
6

Use the guided tour (optional)

Click the help button or append ?tour=gr-settings-tour to the URL to start a step-by-step tour of the settings page.

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Key concepts

  • gr_module_settings — database table (one row per organization) that stores all GR module configuration.
  • useGRModuleSettings — hook that reads and upserts gr_module_settings for the current tenant.
  • GRSettingsForm — form component that maps GRModuleSettingsFormValues fields to UI controls.
  • grSettingsTour — guided tour definition used by the GuidedTour + useTour platform pattern.

Governance & Compliance

Governance & Compliance core overview.

Governance & parity

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/GRSettingsPage.tsx
  • src/cores/gr/types/index.ts
  • src/cores/gr/hooks/useGRModuleSettings.ts