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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The Accountability Chart screen is accessible at /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

The AccountabilityChartPage 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

Requires LO_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.view permission required to access the route.
  • An accountability chart must exist or be created via the “Create Accountability Chart” prompt.

Steps

1

Navigate to Accountability Chart

Go to /lo/accountability. If no chart exists, select the create prompt.
2

Review summary stats

See total roles, filled seats, and open seats at the top of the page.
3

Add a role

Select “Add Role” to open the RoleDefinitionDialog and define a new role with its name and accountabilities.
4

Edit an existing role

Select a role in the OrgChartTree to open the RoleDefinitionDialog in edit mode.
5

Assign a seat

Select “Assign Seat” on a role to open the SeatAssignmentDialog and link a team member to that role.
6

Record a GWC assessment

Select an assignment to open the GWCAssessmentDialog and record the GWC assessment for that seat holder.

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.

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.
  • 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