The Accountability Chart screen is accessible atDocumentation Index
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/lo/accountability and provides a visual organizational chart where roles are defined, seats are assigned to team members, and GWC (Get it, Want it, Capacity to do it) assessments are recorded.
Overview
TheAccountabilityChartPage loads the accountability chart via useAccountabilityChart, role definitions via useRoleDefinitions, and active seat assignments via useActiveSeatAssignments. If no chart exists, the page prompts creation. Summary stats show total roles, filled seats, and open seats. The chart is rendered as an OrgChartTree. Three dialogs provide role management (RoleDefinitionDialog), seat assignment (SeatAssignmentDialog), and GWC assessment (GWCAssessmentDialog). Buttons allow adding new roles and assigning seats to existing roles.
Who it’s for
RequiresLO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. The lo.accountability.create permission is defined in LO_PERMISSIONS for creation operations.
Before you start
lo.dashboard.viewpermission required to access the route.- An accountability chart must exist or be created via the “Create Accountability Chart” prompt.
Steps
Navigate to Accountability Chart
Go to
/lo/accountability. If no chart exists, select the create prompt.Add a role
Select “Add Role” to open the
RoleDefinitionDialog and define a new role with its name and accountabilities.Edit an existing role
Select a role in the
OrgChartTree to open the RoleDefinitionDialog in edit mode.Assign a seat
Select “Assign Seat” on a role to open the
SeatAssignmentDialog and link a team member to that role.Key concepts
- GWC: Get it, Want it, Capacity to do it — a three-part seat assessment.
- Open seats: roles that have no active seat assignment (
totalRoles - filledSeats). - OrgChartTree: the visual tree component rendering the chart hierarchy.
Related
Leadership
Leadership 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.
Documentation sources
Documentation sources
- src/routes/lo.tsx
- src/cores/lo/pages/AccountabilityChartPage.tsx
- src/cores/lo/hooks/useAccountabilityChart.ts
- src/cores/lo/hooks/useRoleDefinitions.ts
- src/cores/lo/hooks/useSeatAssignments.ts