> ## 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.

# Accountability Chart

> Screen at /lo/accountability for managing the organizational chart with roles, seats, and GWC assessments.

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

<Steps>
  <Step title="Navigate to Accountability Chart">Go to `/lo/accountability`. If no chart exists, select the create prompt.</Step>
  <Step title="Review summary stats">See total roles, filled seats, and open seats at the top of the page.</Step>
  <Step title="Add a role">Select "Add Role" to open the `RoleDefinitionDialog` and define a new role with its name and accountabilities.</Step>
  <Step title="Edit an existing role">Select a role in the `OrgChartTree` to open the `RoleDefinitionDialog` in edit mode.</Step>
  <Step title="Assign a seat">Select "Assign Seat" on a role to open the `SeatAssignmentDialog` and link a team member to that role.</Step>
  <Step title="Record a GWC assessment">Select an assignment to open the `GWCAssessmentDialog` and record the GWC assessment for that seat holder.</Step>
</Steps>

## 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

<Columns cols={2}>
  <Card title="Leadership" icon="compass" href="/lo/overview">
    Leadership core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="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
</Accordion>