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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.

There is no standalone /gr/policies/new route. Policy creation is performed via PolicyCreationWizardDialog, a dialog-based 4-step wizard launched from the Policy Library page (/gr/policies).

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Overview

PolicyCreationWizardDialog is a DialogWizardShell-based 4-step wizard with the following steps defined in STEP_DEFS:
StepIDDescription
1detailsTitle, category, owner (4 fields)
2documentAttach policy file (1 field)
3lifecycleReview schedule and regulatory links (3 fields)
4reviewConfirm and create
Wizard events are tracked with template ID 'gr-policy-creation-wizard'. The wizard is opened from PolicyLibrary by a button visible to users with the appropriate permission (the dialog’s create permission is not explicitly gated in the route, but the PolicyLibrary component checks GR_PERMISSIONS).

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Who it’s for

No dedicated route exists. The wizard is launched from /gr/policies. Access to the Policy Library requires no explicit route-level permission; the create action within PolicyLibrary is conditionally rendered based on permissions checked inside that component.

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Before you start

  • Navigate to /gr/policies and locate the create policy action.
  • Have the policy title, category, owner, relevant document file, and intended review schedule ready.

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Steps

1

Open the Policy Library

Navigate to /gr/policies. Click the action to create a new policy. The PolicyCreationWizardDialog opens.
2

Step 1 — Policy Details

Enter the policy title, select a category, and assign an owner.
3

Step 2 — Document

Attach the policy document file.
4

Step 3 — Lifecycle

Set the review schedule and any regulatory links.
5

Step 4 — Review and create

Review the entered information. Click submit to create the policy. You will be navigated to the new policy’s detail page.

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Key concepts

  • DialogWizardShell — platform dialog component that manages step navigation within a modal.
  • STEP_DEFS — static step configuration array in PolicyCreationWizardDialog defining step IDs, titles, descriptions, and icons.
  • GrPolicyWizardFormData — typed form data structure for the creation wizard.
  • trackWizardEvent — telemetry utility recording PHI-free step events.

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/PolicyLibrary.tsx
  • src/cores/gr/wizards/policy-creation/PolicyCreationWizardDialog.tsx
  • src/platform/permissions/constants.ts