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Documentation Index

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

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The Policy Library page (/gr/policies) renders PolicyLibrary, the central browsing and management surface for all gr_policies records in the organization.

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Overview

PolicyLibrary calls usePolicyList({ filters }) with pagination. It provides:
  • Search — text input for policy title search (deferred value pattern for performance).
  • Filters — category and status selects derived from PolicyListFilters.
  • View toggle — grid (LayoutGrid) and list (List) view modes.
  • Pagination — sliding-window page number navigation.
  • Create policy — opens PolicyCreationWizardDialog (4-step wizard); visible to users with the appropriate permission checked inside PolicyLibrary using useHasPermission(GR_PERMISSIONS...).
  • Guided tour — policyManagementTour launched via useTour; starts automatically if ?tour=policy-management-tour is in the URL.
Each policy card renders via PolicyCard. Clicking a card navigates to /gr/policies/:id.

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Who it’s for

No explicit permission gate on the /gr/policies route. Any authenticated user can browse the policy library. The create action inside the page is conditionally rendered based on the user’s permissions.

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Before you start

  • No special permission is required to browse policies.
  • To create a policy, the appropriate GR admin permission is required (checked within the component).

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Steps

1

Open the Policy Library

Navigate to /gr/policies. The library loads with the first page of policies.
2

Search for a policy

Type in the search box to filter policies by title. The list updates with a deferred search.
3

Filter by category or status

Use the Category and Status selects to narrow the list.
4

Switch view mode

Click the grid or list icon to toggle between card grid and tabular list views.
5

Open a policy

Click a PolicyCard to navigate to /gr/policies/:id for full detail.
6

Create a new policy (authorized users)

If you have the create permission, click the create action to open PolicyCreationWizardDialog. Complete the 4-step wizard.
7

Use the guided tour (optional)

Append ?tour=policy-management-tour to the URL or click the help button to start the guided tour.

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Key concepts

  • usePolicyList — hook with pagination and filter support for gr_policies records.
  • PolicyListFilters — typed filter object with category, status, review_due, and other fields.
  • PolicyCreationWizardDialog — 4-step dialog wizard launched from this page for new policy creation.
  • policyManagementTour — guided tour definition for the policy management flow.
  • Sliding-window pagination — getPageNumbers helper that generates page numbers with ellipsis around the current page.

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/hooks/usePolicyList.ts
  • src/cores/gr/wizards/policy-creation/PolicyCreationWizardDialog.tsx