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Documentation Index

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The Workflow Optimization page at /fw/optimization surfaces AI-powered suggestions for improving workflow performance, reliability, and compliance. It also shows a compliance score derived from best-practice checks.

Overview

The page is gated by fw.optimization.view via PermissionGate. It fetches optimization suggestions via useOptimizationSuggestions and compliance scores via useComplianceScores, both scoped to the active organization. Suggestions are tabbed into Pending and Resolved. Each suggestion card shows severity (critical, warning, info, optimization), suggestion type, title, and description, with Apply and Dismiss actions for pending suggestions gated by fw.optimization.manage.

Who it’s for

Requires fw.optimization.view permission (enforced by PermissionGate wrapping the page content). Users without this permission see a “You do not have permission” message instead of the page content. Apply and Dismiss actions require fw.optimization.manage (gated by an inner PermissionGate).

Before you start

  • You must have fw.optimization.view to see optimization data.
  • You must have fw.optimization.manage to apply or dismiss suggestions.
  • An organization must be active for suggestions to be scoped correctly.

Steps

Viewing suggestions:
  1. Navigate to /fw/optimization.
  2. Review the Compliance Score card showing the latest overall score and best-practice pass/fail counts.
  3. Review the Pending tab for actionable suggestions.
  4. Switch to the Resolved tab for previously applied or dismissed suggestions.
Applying a suggestion (requires fw.optimization.manage):
  1. On a pending suggestion card, select Apply.
  2. On success, a toast confirms “Suggestion applied” and the suggestion moves to the Resolved tab.
Dismissing a suggestion (requires fw.optimization.manage):
  1. On a pending suggestion card, select Dismiss.
  2. On success, a toast confirms “Suggestion dismissed” and the suggestion moves to the Resolved tab.

Key concepts

  • Severity levelscritical, warning, info, optimization. Each has a distinct icon and color coding.
  • Suggestion type — Classifies the nature of the suggestion (e.g., performance, reliability, compliance). Displayed as a secondary badge.
  • Compliance score — An overall percentage score derived from best-practice checks. Color-coded: green ≥ 80%, yellow ≥ 60%, red below 60%.
  • Apply vs. Dismiss — Apply acts on the suggestion (SME: confirm auto-apply scope); Dismiss marks it as resolved without action.

Forms & Workflow

Forms & Workflow 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/fw.tsx
  • src/cores/fw/pages/WorkflowOptimizationPage.tsx
  • src/cores/fw/hooks/useOptimizationSuggestions.ts
  • src/cores/fw/hooks/useComplianceScore.ts
  • src/cores/fw/hooks/useApplySuggestion.ts
  • src/cores/fw/types/optimization-suggestions.ts