> ## 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.

# GR Policy Management - User Guide

> Module: GR-01 Policy Management Audience: All Staff (Employees, Technicians, Counselors, etc.) Last Updated: 2025-12-12

**Module:** GR-01 Policy Management\
**Audience:** All Staff (Employees, Technicians, Counselors, etc.)\
**Last Updated:** 2025-12-12

***

## Overview

The Policy Management module helps you stay informed about organizational policies and complete required acknowledgments. This guide covers how to view policies, acknowledge them, and track your compliance status.

***

## Getting Started

### Accessing the Policy Library

1. Navigate to **GR → Policies** from the main menu
2. The Policy Library shows all approved policies for your organization
3. Use search and filters to find specific policies

### Accessing My Acknowledgments

1. Navigate to **GR → My Acknowledgments** from the main menu
2. View pending acknowledgments that require your action
3. Track completed acknowledgments and history

***

## Viewing Policies

### Policy Library

The Policy Library displays all approved policies with key information:

| Column           | Description                              |
| ---------------- | ---------------------------------------- |
| **Title**        | Policy name and description              |
| **Category**     | Policy type (HR, Safety, Clinical, etc.) |
| **Version**      | Current version number                   |
| **Status**       | Approved, Deprecated, or Archived        |
| **Last Updated** | When the policy was last modified        |

### Using Filters

Filter policies by:

* **Category**: HR, Safety, Clinical, Operations, etc.
* **Status**: Approved, Deprecated
* **Search**: Find by title or description

### Viewing Policy Details

1. Click on a policy title to open the detail view
2. View the full policy description and summary
3. Download or preview the attached document
4. See version history and regulatory references

***

## My Acknowledgments

### Understanding Pending Acknowledgments

When you're assigned a policy, you'll see it in **My Acknowledgments**:

| Column       | Description                       |
| ------------ | --------------------------------- |
| **Policy**   | Policy title and category         |
| **Assigned** | When you were assigned            |
| **Due Date** | Deadline for acknowledgment       |
| **Status**   | Pending, Overdue, or Acknowledged |

### Due Date Reminders

You'll receive automatic reminders at:

* 30 days before due date
* 14 days before due date
* 7 days before due date (if still pending)

Check your notifications regularly to stay compliant.

***

## Acknowledging Policies

### Step-by-Step Process

1. Navigate to **GR → My Acknowledgments**
2. Find the pending policy you need to acknowledge
3. Click **Acknowledge** or the policy title
4. In the dialog:
   * **Download/view** the policy document (required before acknowledging)
   * **Read** the acknowledgment statement
   * **Check** the confirmation checkbox
   * Optionally add **notes** or comments
5. Click **Submit Acknowledgment**

### What Happens After

* Your acknowledgment is recorded with timestamp
* The policy moves to your "Completed" list
* Your compliance status updates on the dashboard
* Compliance officers can see your acknowledgment

### Important Notes

* You must view/download the document before acknowledging
* Acknowledgments cannot be undone (voiding requires admin action)
* If a new version is published, you may need to re-acknowledge

***

## Acknowledgment History

### Viewing Completed Acknowledgments

1. Navigate to **GR → My Acknowledgments**
2. Switch to the **Completed** tab
3. View all policies you've acknowledged

### History Details

For each completed acknowledgment, you can see:

* When you acknowledged
* Which version you acknowledged
* Any notes you added
* The policy document as it was at acknowledgment time

***

## Understanding Policy Versions

### Why Versions Matter

When a policy is updated with significant changes:

1. A new version is created
2. You may be required to re-acknowledge
3. Your previous acknowledgment is preserved in history

### Version Indicators

* **Current**: The active version you should follow
* **Previous**: Archived versions for reference

***

## Notifications & Reminders

### Types of Notifications

| Notification       | When                   | Action Required          |
| ------------------ | ---------------------- | ------------------------ |
| New Assignment     | When assigned a policy | Acknowledge by due date  |
| Reminder (30 days) | 30 days before due     | Review and acknowledge   |
| Reminder (14 days) | 14 days before due     | Acknowledge soon         |
| Reminder (7 days)  | 7 days before due      | Urgent - acknowledge now |
| Overdue            | After due date         | Acknowledge immediately  |

### Viewing Notifications

1. Check the notification bell in the header
2. Click to view all pending notifications
3. Click a notification to go directly to the acknowledgment

***

## FAQ

### Why do I need to acknowledge this policy again?

The policy was updated with significant changes (new version). You need to acknowledge the updated version to confirm you've read the changes.

### I can't find a policy I'm looking for

* Check your filters (ensure "Approved" is selected)
* Try searching by keyword
* Contact your compliance officer if the policy isn't listed

### What if I have questions about a policy?

Contact the **Policy Owner** listed in the policy details, or reach out to your supervisor or compliance officer.

### Can I acknowledge on mobile?

Yes, the policy acknowledgment system works on mobile devices. Navigate to **GR → My Acknowledgments** on your phone or tablet.

### What happens if I miss the due date?

Your acknowledgment will be marked as **Overdue** and escalated to your supervisor and compliance officer. Complete the acknowledgment as soon as possible.

***

## Related Guides

* [Policy Admin Guide](./policy-admin-guide.md) - For compliance officers
* [GR Documentation Index](index.md) - GR module overview

***

**Need Help?** Contact your compliance officer or system administrator.
