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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 Leadership Settings screen is accessible at /lo/settings and provides administrators with module-level configuration for the Leadership Operating System, including vision sharing, goal notifications, GWC assessment frequency, meeting defaults, scorecard thresholds, issue defaults, and knowledge base settings.

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Overview

The LOSettingsPage loads settings via useLOModuleSettings and renders LOSettingsForm in a tabbed layout. A guided tour (loSettingsTour) auto-starts when ?tour=lo-settings-tour is in the URL. The form covers seven configuration areas via tabs: Vision (enable_vision_sharing), Goals (notifications, duration, max per quarter, SMART validation toggles and thresholds), People (GWC assessment toggles and frequency), Meetings (duration, reminder minutes, notes toggle), Scorecards (week start day, green/yellow thresholds), Issues (default priority, auto-archive days, voting toggle), and Knowledge (default visibility, version retention, ratings toggle). On submit, upsert(values) persists the settings. Loading and error states use SettingsLoadingSkeleton and SettingsErrorState.

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Who it’s for

Requires LO_PERMISSIONS.SETTINGS_ADMIN (lo.settings.admin) — an inner RequirePermission wraps the LOSettingsPage component inside the route, in addition to the outer LOViewGuard.

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Before you start

  • lo.settings.admin permission is required (not just lo.dashboard.view).
  • An active organization context is required.

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Steps

1

Navigate to Leadership Settings

Go to /lo/settings. Only users with lo.settings.admin can access this screen.
2

Configure Vision settings

On the Vision tab, toggle vision sharing on or off.
3

Configure Goal settings

On the Goals tab, set notifications, default duration, maximum goals per quarter, and SMART validation requirements.
4

Configure People settings

On the People tab, enable GWC assessments and set the assessment frequency in days.
5

Configure Meeting settings

On the Meetings tab, set default meeting duration, reminder timing, and notes capability.
6

Configure Scorecard settings

On the Scorecards tab, set the week start day and green/yellow threshold percentages.
7

Configure Issue settings

On the Issues tab, set the default priority, auto-archive days, and voting capability.
8

Configure Knowledge settings

On the Knowledge tab, set default article visibility, version retention, and ratings capability.
9

Save settings

Select the save/submit button to call upsert(values) and persist all settings.

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Key concepts

  • lo.settings.admin: the specific permission required; distinct from the general lo.dashboard.view.
  • require_smart_validation: controls whether SMART validation is enforced when saving goals.
  • smart_minimum_score: the minimum SMART score threshold (0–100) if validation is required.
  • week_start_day: integer (0–6) for scorecard week start; confirm 0=Sunday or 0=Monday with SME.

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/LOSettingsPage.tsx
  • src/cores/lo/components/LOSettingsForm.tsx
  • src/cores/lo/hooks/useLOModuleSettings.ts