Skip to main content

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.

Action Plans is available at route /hr/engagement/action-plans. No explicit permission gate on this route.

​
Overview

The Action Plans list page displays all engagement action plans for the organization in a data table. Users can filter by free-text search, status (draft, in_progress, completed, cancelled), and priority (low, medium, high, critical). Each row shows title, source (linked survey or department), priority badge, status badge, a progress bar, due date, and assignee. Row-level actions via a dropdown menu allow viewing, editing, starting (draft plans), completing (in-progress), or cancelling. A Create Action Plan button navigates to /hr/engagement/action-plans/new.

​
Who it’s for

No explicit permission gate on this route.

​
Before you start

  • No preconditions beyond having the route accessible; action plans may be created from scratch.

​
Steps

1

Open Action Plans

Navigate to /hr/engagement/action-plans.
2

Filter the list

Use the search field, Status dropdown, or Priority dropdown to narrow results.
3

Act on a plan

Click a plan title to view details, or use the row action menu to edit, start, complete, or cancel.
4

Create a new plan

Click Create Action Plan to go to the new plan form.

​
Key concepts

TermMeaning in code
ActionPlanFiltersFilter shape accepted by useActionPlanList hook
ActionPlanStatusdraft, in_progress, completed, cancelled
ActionPlanPrioritylow, medium, high, critical

Human Resources

Human Resources core 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.
  • src/routes/hr.tsx
  • src/routes/hr/engagement-routes.tsx
  • src/cores/hr/engagement/pages/ActionPlanListPage.tsx
  • src/cores/hr/engagement/hooks/useActionPlanList.ts
  • src/cores/hr/engagement/hooks/useActionPlanMutation.ts