Policy Library

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

​

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.

​

Who it’s for

Access follows your organization’s role and module configuration. Any authenticated user can browse the policy library. The create action inside the page is conditionally rendered based on the user’s permissions.

​

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).

​

Finding a policy

1. Navigate to /gr/policies. The library loads with the first page of policies.
2. Type in the search box to filter policies by title. The list updates with a deferred search.
3. Use the Category and Status selects to narrow the list.
4. Click the grid or list icon to toggle between card grid and tabular list views.
5. Click a PolicyCard to navigate to /gr/policies/:id for full detail.
6. Append ?tour=policy-management-tour to the URL or click the help button to start the guided tour.

usePolicyList — hook with pagination and filter support for gr_policies records. PolicyListFilters — typed filter object with category, status, review_due, and other fields. Sliding-window pagination — getPageNumbers helper that generates page numbers with ellipsis around the current page.

​

Viewing a policy

The Policy Details page (/gr/policies/:id) renders PolicyDetail, a tabbed view for a single gr_policies record with full lifecycle management capabilities for authorized users. PolicyDetail loads a policy via usePolicyDetail(id) and renders four tabs: Header actions (conditionally rendered by permission):

• Approve — available to users with gr.policies.approve (canApprove); calls updatePolicy to set status to approved.
• Deprecate — available to users with gr.policies.deprecate (canDeprecate); calls deprecatePolicy.
• Edit — opens PolicyFormDialog.
• New Version — opens PolicyVersionDialog.
• Assign — opens PolicyAssignmentDialog.

The active tab syncs to the URL via useTabUrlState (?tab=). Viewing a policy detail requires only authentication and organization membership. Specific actions within the page require gr.policies.approve, gr.policies.deprecate, or admin-level permissions.

1. Navigate to /gr/policies/:id. The overview tab is displayed by default.
2. Read the policy metadata: category badge, status badge, owner, approved-by, site association, and description.
3. Click the Versions tab to see all gr_policy_versions records. Documents can be downloaded.
4. Click Acknowledgments to see the admin view of all policy acknowledgment assignments and their completion status.
5. Click Assignments to see and modify which roles or groups are assigned to acknowledge this policy.
6. If you hold gr.policies.approve, click Approve to mark the policy approved. If you hold gr.policies.deprecate, click Deprecate.

gr.policies.approve / gr.policies.deprecate — permissions gating the approve and deprecate header actions. useTabUrlState — syncs the active tab to ?tab= in the URL.

​

Creating a policy

Policy creation is performed via PolicyCreationWizardDialog, a dialog-based 4-step wizard launched from this page. There is no standalone /gr/policies/new route. PolicyCreationWizardDialog is a DialogWizardShell-based 4-step wizard: Wizard events are tracked with template ID 'gr-policy-creation-wizard'. 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.

1. 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.

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. PolicyCreationWizardDialog — 4-step dialog wizard launched from this page for new policy creation.

​

Related

Documentation sources

• src/routes/gr.tsx
• src/cores/gr/pages/PolicyLibrary.tsx
• src/cores/gr/pages/PolicyDetail.tsx
• src/cores/gr/hooks/usePolicyList.ts
• src/cores/gr/hooks/usePolicyDetail.ts
• src/cores/gr/hooks/usePolicyAcknowledgmentList.ts
• src/cores/gr/wizards/policy-creation/PolicyCreationWizardDialog.tsx