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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 Rocks screen is accessible at /lo/rocks and displays the quarterly goals (referred to as Rocks) for the selected quarter and fiscal year, with status breakdowns and progress indicators.

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Overview

The GoalDashboardPage defaults to the current quarter (computed as Q${Math.ceil((month+1)/3)}) and current year. Users can filter by quarter (Q1–Q4) and fiscal year. The page fetches goals via useQuarterlyGoals and displays four summary cards: total goals, completed goals, at-risk goals, and average progress percentage. An at-risk alert banner appears when any goal has at_risk status. Each goal is listed as a card showing title, owner avatar, due date, status badge, and a progress bar. A guided tour (rockManagementTour) is available via a help button. The QuarterlyGoalDialog opens to create a new goal.

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Who it’s for

Requires LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. Creating goals additionally requires lo.goals.create.

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Before you start

  • lo.dashboard.view permission required.
  • Goals are scoped to the active organization.

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Steps

1

Navigate to Rocks

Go to /lo/rocks. The page loads goals for the current quarter and year.
2

Filter by quarter or year

Use the quarter selector (Q1–Q4) and year selector to view goals for a different period.
3

Review summary cards

Check total, completed, at-risk, and average progress stats at the top.
4

View a goal

Select a goal card to navigate to its detail page at /lo/rocks/:rockId.
5

Add a new goal

Select the ”+” button to open the QuarterlyGoalDialog and create a new goal.
6

Take the guided tour

Select the help button to start the rockManagementTour.

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Key concepts

  • Rock: the in-code term for a quarterly goal (QuarterlyGoal type, route path /lo/rocks).
  • Status values: not_started, in_progress, at_risk, complete.
  • progress_percentage: a numeric field on each QuarterlyGoal.

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/GoalDashboardPage.tsx
  • src/cores/lo/hooks/useQuarterlyGoals.ts