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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 Vision & Strategy screen is accessible at /lo/vision and provides tools for managing the organization’s Vision/Traction Organizer (V/TO), including its mission statement, 10-year target, core values, strategic goals, and current-quarter goals.

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Overview

The VisionPage component loads the vision document via useVisionDocument, strategic goals via useStrategicGoals, and current-quarter goals via useCurrentQuarterGoals. If no vision document exists, the page prompts the user to create one. When a document is present, content is presented in four tabs: Overview (mission and 10-year target via VisionForm), Core Values (CoreValuesEditor), Strategic Goals (StrategicGoalsSection), and Quarterly Goals (QuarterlyGoalsSection). An Export button opens a VisionExport dialog. Skeleton placeholders are shown while data loads.

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Who it’s for

Requires LO_PERMISSIONS.DASHBOARD_VIEW (lo.dashboard.view) via the shared LOViewGuard. No additional permission gate is applied beyond the route guard.

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Before you start

  • A vision document must exist or you must be able to create one (the page provides a “Get Started” prompt).
  • lo.dashboard.view permission is required.

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Steps

1

Navigate to Vision & Strategy

Go to /lo/vision. Skeleton placeholders appear while data loads.
2

Create a vision document if needed

If no document exists, select the “Get Started” prompt to create an initial vision document with empty core values, mission statement, and 10-year target.
3

Edit Overview

On the Overview tab, edit the mission statement and 10-year target via VisionForm, then save.
4

Manage Core Values

Switch to the Core Values tab and use CoreValuesEditor to add, edit, or remove values.
5

Manage Strategic Goals

On the Strategic Goals tab, add or update long-range goals via StrategicGoalsSection.
6

Review Quarterly Goals

On the Quarterly Goals tab, review the current-quarter goals pulled from useCurrentQuarterGoals.
7

Export

Select the Export button to open the VisionExport dialog.

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Key concepts

  • V/TO: Vision/Traction Organizer — the underlying data model for the vision document.
  • Strategic Goals: long-range goals managed by useStrategicGoals.
  • Quarterly Goals: current-quarter goals managed by useCurrentQuarterGoals.

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/VisionPage.tsx
  • src/cores/lo/hooks/useVisionDocument.ts
  • src/cores/lo/hooks/useStrategicGoals.ts