This page corresponds to the intended routeDocumentation Index
Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
Use this file to discover all available pages before exploring further.
/rh/compliance/requirements/new for creating a new compliance requirement.
Overview
The compliance requirement creation wizard lives at/rh/compliance/requirements/wizard. It uses a three-step timeline layout (WizardShell with layout="timeline"). After clicking Activate requirement, the wizard calls createRequirement and navigates to the new requirement detail page. Exiting at any step navigates to /rh/compliance/requirements without saving.
Who it’s for
The/rh/compliance/requirements/wizard route requires RH_PERMISSIONS.COMPLIANCE_CREATE (rh.compliance.create) in addition to the outer RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) guard.
Before you start
- Your account must hold both
rh.dashboard.viewandrh.compliance.createpermissions. - An organization context must be active.
- Navigate from the Compliance dashboard or Requirements list; the wizard cannot be bookmarked to bypass the permission gate.
- If the route
/rh/compliance/requirements/newis used, it will render a 404 — use/rh/compliance/requirements/wizardinstead.
Steps
Step 1 — Requirement Definition
Fill in the required fields: Title, Description, Category (e.g., Fire Safety, Medication Management, State Licensing), and Requirement Type (Inspection, Staff Training, Documentation Review, Internal Audit, or Other). Optionally provide a Regulatory Reference. All four required fields must be non-empty before proceeding; a validation toast appears if any are missing.
Step 2 — Schedule & Scope
Set the recurrence Frequency (Daily, Weekly, Monthly, Quarterly, Annually, or As needed; default:
monthly), Lead Time Days (days before due date to send a reminder; default: 7, minimum: 0). For monthly/quarterly/annual frequencies, optionally set a Due Day of Month (1–28). Set Scope: All residences (applies organization-wide) or Specific residences (assigned post-activation from the detail page). All required fields are validated on Next.Step 3 — Review & Activate
Review a summary of definition and schedule data on the
ComplianceReviewActivateStep screen. Click Activate requirement to submit. On success a toast confirms activation and the page navigates to the new requirement’s detail page. On error a sanitized error message appears in a toast.Key concepts
| Term | Code identifier | Notes |
|---|---|---|
| Requirement Definition | RequirementDefinitionStep | Title, description, category, type, regulatory reference |
| Schedule & Scope | ScheduleScopeStep | Frequency, lead time, scope, optional due day |
| Review & Activate | ComplianceReviewActivateStep | Read-only summary before final submission |
frequency | schedule.frequency | Recurrence cadence stored on the requirement record |
scope | custom_fields.scope | all_residences or specific_residences; stored in custom_fields |
lead_time_days | custom_fields.lead_time_days | Reminder advance notice in days |
Related
Recovery Housing
Recovery Housing references and overview.
Governance & parity
Documentation coverage and governance.
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.
Documentation sources
Documentation sources
- src/routes/rh.tsx
- src/cores/rh/pages/ComplianceSetupWizardPage.tsx
- src/cores/rh/components/wizards/compliance-setup/ComplianceSetupWizard.tsx
- src/cores/rh/components/wizards/compliance-setup/steps/RequirementDefinitionStep.tsx
- src/cores/rh/components/wizards/compliance-setup/steps/ScheduleScopeStep.tsx