> ## 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.

# Policy Reviews

> Compliance officer dashboard for managing policy review cycles — view overdue and upcoming reviews, filter by category, and mark policies as reviewed.

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

<Steps>
  <Step title="Open Policy Reviews">
    Navigate to `/gr/reviews`. The page defaults to showing overdue active policies.
  </Step>

  <Step title="Review overdue policies">
    The **Overdue** filter is selected by default. Review each policy card for review deadline information.
  </Step>

  <Step title="Switch to upcoming reviews">
    Select **Upcoming** in the review filter to see policies whose review date is approaching.
  </Step>

  <Step title="Filter by category">
    Use the category dropdown to focus on a specific policy type.
  </Step>

  <Step title="Mark a policy as reviewed">
    If you hold `gr.policies.review`, click **Mark Reviewed** on a policy card. The `updatePolicy` mutation records the review.
  </Step>

  <Step title="Open a policy for full review">
    Click a policy card title to navigate to `/gr/policies/:id` for the full detail view.
  </Step>
</Steps>

## 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.

## 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/PolicyReviewDashboard.tsx
  * src/cores/gr/hooks/usePolicyList.ts
  * src/cores/gr/hooks/usePolicyMutation.ts
</Accordion>