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.

The Assessments screen is accessible at /lo/assessments and provides a list of assessment templates with search and filtering, plus actions to create, edit, and delete assessments.

Overview

The AssessmentsPage loads assessments via useAssessments({ ...filters, search }). A search input and filters for isActive toggle and AssessmentType narrow the list. Each assessment is displayed as an AssessmentCard. An edit button on each card opens AssessmentFormDialog in edit mode. A delete button opens a ConfirmationDialog before calling deleteAssessment. The ”+” button opens the dialog in create mode. Selecting a card navigates to /lo/assessments/:assessmentId for detail and schedule management.

Who it’s for

Requires LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. Creating assessments uses lo.assessments.create.

Before you start

  • lo.dashboard.view permission required.
  • Assessment templates must be created before schedules can be set.

Steps

1

Navigate to Assessments

Go to /lo/assessments. Active assessments are shown by default.
2

Search

Type in the search input to filter assessments by name.
3

Filter by type or active status

Use the type dropdown and the active toggle to refine the list.
4

Create an assessment

Select ”+” to open AssessmentFormDialog in create mode.
5

Edit an assessment

Select the edit icon on an AssessmentCard to open the dialog in edit mode.
6

Delete an assessment

Select the delete icon, then confirm in ConfirmationDialog.
7

View assessment detail

Select an AssessmentCard to navigate to /lo/assessments/:assessmentId.

Key concepts

  • Assessment: a template defining what is assessed (not a single response).
  • isActive: a filter defaulting to true that hides inactive assessments.
  • AssessmentType: the type field on an assessment (specific values require SME confirmation).

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/AssessmentsPage.tsx
  • src/cores/lo/hooks/useAssessments.ts