Skip to main content
The Policy Reviews page (/gr/reviews) renders PolicyReviewDashboard, a compliance officer tool for identifying and acting on policies that need review.

​
Overview

PolicyReviewDashboard calls usePolicyList({ filters }) with a review_due filter and usePolicyStats for the stats header. Key behaviors:
  • Review filter — defaults to 'overdue'; options are 'all', 'overdue', and 'upcoming'.
  • Category filter — populated from usePolicyCategories.
  • Stats — uses usePolicyStats for overdue and upcoming review counts.
  • Mark Reviewed — calls updatePolicy via usePolicyMutation to record a review. Only visible to users with gr.policies.review (canReviewPolicies).
Only policies with status = 'active' are shown.

​
Who it’s for

Requires permission: gr.policies.admin (route-level guard from gr.tsx). The mark-reviewed action additionally checks gr.policies.review.

​
Before you start

  • You must hold gr.policies.admin to access this page.
  • Ensure the default_policy_review_period_days setting is configured in Governance Settings to drive review scheduling.

​
Steps

1

Open Policy Reviews

Navigate to /gr/reviews. The page defaults to showing overdue active policies.
2

Review overdue policies

The Overdue filter is selected by default. Review each policy card for review deadline information.
3

Switch to upcoming reviews

Select Upcoming in the review filter to see policies whose review date is approaching.
4

Filter by category

Use the category dropdown to focus on a specific policy type.
5

Mark a policy as reviewed

If you hold gr.policies.review, click Mark Reviewed on a policy card. The updatePolicy mutation records the review.
6

Open a policy for full review

Click a policy card title to navigate to /gr/policies/:id for the full detail view.

​
Key concepts

  • usePolicyList with review_due filter — fetches active policies filtered by review_due: 'overdue' or 'upcoming'.
  • usePolicyStats — returns overdueReviews and upcomingReviews30Days counts for the stats header.
  • gr.policies.review — permission required to submit the mark-reviewed action.
  • default_policy_review_period_days — module setting that controls how frequently policies are scheduled for review.

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/PolicyReviewDashboard.tsx
  • src/cores/gr/hooks/usePolicyList.ts
  • src/cores/gr/hooks/usePolicyMutation.ts