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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 Scorecard Details screen is accessible at /lo/scorecards/:scorecardId and allows users to enter actual metric values, record trend directions, add notes, and transition the scorecard from draft to submitted or approved.

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Overview

The ScorecardDetailPage fetches the scorecard via useScorecard and the associated metrics via useMetricsByRole. It initializes a local values state from existing scorecard values, mapping each metric to its actual_value, trend, and optional notes. The ScorecardValueEditor component renders an input for each metric. On save, bulkUpsert from useScorecardValueMutation persists all changes. A “Submit” button transitions the scorecard status to submitted via updateStatus. An “Approve” button transitions it to approved. The entity breadcrumb shows the role name and “Scorecard”.

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Who it’s for

Requires LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. Editing values requires lo.scorecard.edit.

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Before you start

  • The scorecard identified by :scorecardId must exist.
  • Metrics must be configured for the scorecard’s role.
  • lo.dashboard.view permission required.

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Steps

1

Open a scorecard

Navigate to /lo/scorecards/:scorecardId or select a scorecard from the Scorecards list.
2

Enter metric values

For each metric, enter the actual value, select a trend direction, and optionally add notes via ScorecardValueEditor.
3

Save changes

Select Save to persist all values via bulkUpsert.
4

Submit

Select Submit to transition the scorecard status from draft to submitted.
5

Approve

Select Approve to transition the status to approved (available when submitted).

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Key concepts

  • Status flow: draft → submitted → approved.
  • TrendDirection: the trend field on each metric value; default is same.
  • bulkUpsert: a single mutation call that persists all metric values for the scorecard at once.

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/ScorecardDetailPage.tsx
  • src/cores/lo/hooks/useScorecards.ts
  • src/cores/lo/hooks/useScorecardMetrics.ts
  • src/cores/lo/hooks/useScorecardValues.ts