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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 Checklists screen lets staff track and complete individual compliance checklist items at /rh/compliance/checklists.

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Overview

The Checklists screen displays a filterable table of compliance checklist records for the current organization. Staff can filter by residence, linked compliance requirement, and status. New checklist items can be added using the “Add Checklist Item” button, which opens an inline dialog. The checklist table is populated from the rh_compliance_checklists table and linked to compliance requirements from rh_compliance_requirements. Checklist items progress through statuses of pending, completed, verified, and non-compliant.

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Who it’s for

Protected by RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) via the shared RHViewGuard on all RH routes. No additional per-route permission gate exists for /rh/compliance/checklists.

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Before you start

  • Your account must have the rh.dashboard.view permission.
  • Compliance requirements must be configured at /rh/compliance/requirements before checklist items can be linked to a requirement.

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Steps

1

Navigate to Checklists

Open Recovery Housing, go to the Compliance section, and select Checklists, or navigate directly to /rh/compliance/checklists.
2

Filter the list

Use the Residence, Requirement, and Status selectors to narrow the checklist items. Statuses are: Pending, Completed, Verified, and Non-Compliant.
3

Add a checklist item

Click “Add Checklist Item” to open the compliance checklist dialog and complete the required fields.
4

Update an existing item

Click a checklist row to open the detail or update the status as work progresses.

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Key concepts

Items move through four statuses: pending, completed, verified, and non_compliant. The exact workflow rules for each transition should be confirmed with your compliance SME.
If no checklist items match the active filters, the table renders an empty state. Clearing filters or adding the first item resolves this.

Recovery Housing

Recovery Housing references and 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/rh.tsx
  • src/cores/rh/pages/ComplianceChecklistsPage.tsx
  • src/cores/rh/hooks/useComplianceRequirements.ts
  • src/platform/permissions/constants.ts