> ## 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.

# Governance Settings

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

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

## 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`.

## Who it's for

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

## 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.

## Steps

<Steps>
  <Step title="Open Governance Settings">
    Navigate to `/gr/settings`. The page loads the current organization settings. A loading skeleton is shown while data is fetched.
  </Step>

  <Step title="Review Policy Management settings">
    Configure the default policy review period, whether policy approval is required, allowed policy categories, and version naming convention.
  </Step>

  <Step title="Review Compliance and Training settings">
    Set compliance alert lead times, training expiration and reminder days, and whether staff can self-enroll in training.
  </Step>

  <Step title="Review Document and Contract settings">
    Configure document retention, contract numbering, approval thresholds, and AI-powered features (risk analysis, renewal recommendations).
  </Step>

  <Step title="Save changes">
    Click the save action in `GRSettingsForm`. The form calls `upsert(values)` via `useGRModuleSettings`, which writes to `gr_module_settings`.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Governance & Compliance" icon="scale-balanced" href="/gr/overview">
    Governance & Compliance core overview.
  </Card>

  <Card title="Governance & parity" icon="clipboard-check" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/gr.tsx
  * src/cores/gr/pages/GRSettingsPage.tsx
  * src/cores/gr/types/index.ts
  * src/cores/gr/hooks/useGRModuleSettings.ts
</Accordion>