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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.

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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.

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Who it’s for

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

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Before you start

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

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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.

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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).

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Viewing an assessment

The Assessment Details screen is accessible at /lo/assessments/:assessmentId and shows an assessment template’s metadata and its associated distribution schedules, with controls to add schedules, edit, and delete the assessment. The AssessmentDetailPage fetches the assessment via useAssessment(assessmentId) and its schedules via useAssessmentSchedules({ assessmentId }). The breadcrumb is set to assessment_name. Two tabs — Details and Schedules — are shown. The Details tab shows assessment metadata and an AssessmentTypeBadge. The Schedules tab lists schedules as cards with ScheduleStatusBadge indicators; an “Add Schedule” button opens AssessmentScheduleDialog. The header includes Edit (opens AssessmentFormDialog) and Delete (opens ConfirmationDialog) buttons. Selecting a schedule navigates to /lo/assessments/schedules/:scheduleId. Permissions: lo.dashboard.view required. Creating assessments uses lo.assessments.create. The assessment identified by :assessmentId must exist.
  1. Open an assessment: navigate to /lo/assessments/:assessmentId or select an assessment from the Assessments list.
  2. Review details: on the Details tab, view the assessment name, type badge, and other metadata.
  3. Manage schedules: on the Schedules tab, view existing schedules with their status badges.
  4. Add a schedule: select “Add Schedule” to open AssessmentScheduleDialog and create a new distribution schedule.
  5. Open a schedule: select a schedule to navigate to /lo/assessments/schedules/:scheduleId.
  6. Edit the assessment: select Edit in the header to open AssessmentFormDialog.
  7. Delete the assessment: select Delete and confirm in ConfirmationDialog; the page navigates back to /lo/assessments.
Key concepts:
  • AssessmentSchedule: a planned distribution of an assessment to participants.
  • ScheduleStatusBadge: displays the current status of each schedule.
  • AssessmentTypeBadge: displays the assessment type.

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Viewing a schedule

The Schedule Details screen (/lo/assessments/schedules/:scheduleId) shows a single assessment schedule’s metadata, response rate, individual response status, and controls to distribute, close, or skip responses. The AssessmentScheduleDetailPage fetches the schedule via useAssessmentSchedule(scheduleId) and mutations via useAssessmentScheduleMutation and useAssessmentResponseMutation. The breadcrumb shows schedule.assessment?.assessment_name. The page displays the assessment name (via AssessmentTypeBadge), schedule status (via ScheduleStatusBadge), and a ResponseRateCard showing completion statistics. An AssessmentResponsesTable lists all responses. Action buttons — Distribute and Close — trigger confirmation dialogs before calling distribute(schedule.id) or close(schedule.id). Individual responses can be marked as skipped via a “Mark Skipped” action that opens another confirmation dialog before calling skip(responseId). Permission required: LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. No additional explicit permission gate beyond the route guard. Before you start: the schedule identified by :scheduleId must exist; the schedule must be in the appropriate status to distribute or close.
  1. Navigate to /lo/assessments/schedules/:scheduleId or select a schedule from the Assessment Details page.
  2. The ResponseRateCard shows aggregate completion statistics.
  3. The AssessmentResponsesTable lists each respondent and their response status.
  4. Select the Distribute button and confirm to send the assessment to respondents.
  5. Select the Close button and confirm to stop accepting responses.
  6. Use the skip action on an individual response row and confirm in the dialog to mark a response as skipped.
Key concepts:
  • Distribute: transitions the schedule to a distributed state and initiates response collection.
  • Close: stops accepting new responses for this schedule.
  • ResponseRateCard: displays aggregate response completion statistics.
  • Skip: marks an individual AssessmentResponse as skipped via skip(responseId).

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/pages/AssessmentDetailPage.tsx
  • src/cores/lo/pages/AssessmentScheduleDetailPage.tsx
  • src/cores/lo/hooks/useAssessments.ts
  • src/cores/lo/hooks/useAssessmentSchedules.ts
  • src/cores/lo/hooks/useAssessmentResponses.ts