> ## 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.

# Checklists

> Track and complete compliance checklist items linked to requirements across Recovery Housing residences.

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

## 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.

## 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`.

## 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.

## Steps

<Steps>
  <Step title="Navigate to Checklists">
    Open Recovery Housing, go to the Compliance section, and select Checklists, or navigate directly to `/rh/compliance/checklists`.
  </Step>

  <Step title="Filter the list">
    Use the Residence, Requirement, and Status selectors to narrow the checklist items. Statuses are: Pending, Completed, Verified, and Non-Compliant.
  </Step>

  <Step title="Add a checklist item">
    Click "Add Checklist Item" to open the compliance checklist dialog and complete the required fields.
  </Step>

  <Step title="Update an existing item">
    Click a checklist row to open the detail or update the status as work progresses.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Checklist statuses">
    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.
  </Accordion>

  <Accordion title="Link to requirements">
    Each checklist item can be linked to a compliance requirement (`rh_compliance_requirements`). The Requirement filter on this screen is populated from the active requirements for the organization.
  </Accordion>

  <Accordion title="Empty state">
    If no checklist items match the active filters, the table renders an empty state. Clearing filters or adding the first item resolves this.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Recovery Housing" icon="house" href="/rh/references">
    Recovery Housing references and 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/rh.tsx
  * src/cores/rh/pages/ComplianceChecklistsPage.tsx
  * src/cores/rh/hooks/useComplianceRequirements.ts
  * src/platform/permissions/constants.ts
</Accordion>