> ## 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.

# Leadership Settings

> Admin screen at /lo/settings for configuring the Leadership Operating System module, including goals, meetings, scorecards, and knowledge settings.

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.

## 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`.

## 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`.

## Before you start

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

## Steps

<Steps>
  <Step title="Navigate to Leadership Settings">Go to `/lo/settings`. Only users with `lo.settings.admin` can access this screen.</Step>
  <Step title="Configure Vision settings">On the Vision tab, toggle vision sharing on or off.</Step>
  <Step title="Configure Goal settings">On the Goals tab, set notifications, default duration, maximum goals per quarter, and SMART validation requirements.</Step>
  <Step title="Configure People settings">On the People tab, enable GWC assessments and set the assessment frequency in days.</Step>
  <Step title="Configure Meeting settings">On the Meetings tab, set default meeting duration, reminder timing, and notes capability.</Step>
  <Step title="Configure Scorecard settings">On the Scorecards tab, set the week start day and green/yellow threshold percentages.</Step>
  <Step title="Configure Issue settings">On the Issues tab, set the default priority, auto-archive days, and voting capability.</Step>
  <Step title="Configure Knowledge settings">On the Knowledge tab, set default article visibility, version retention, and ratings capability.</Step>
  <Step title="Save settings">Select the save/submit button to call `upsert(values)` and persist all settings.</Step>
</Steps>

## 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.

## 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/LOSettingsPage.tsx
  * src/cores/lo/components/LOSettingsForm.tsx
  * src/cores/lo/hooks/useLOModuleSettings.ts
</Accordion>
