> ## 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.

# wizards — system wizard template reference

> Flat per-step wizard template reference for AI/RAG retrieval, generated from pf_wizard_templates. Refresh with `npm run docs:wizards:generate`.

# Wizard Templates Reference (system defaults)

{/* 16 wizards, 88 steps. */}

```text theme={null}
wizard	Audit Setup Wizard	gr	Audit Type & Body	form	4
wizard	Audit Setup Wizard	gr	Scope & Schedule	form	4
wizard	Audit Setup Wizard	gr	Audit Team	custom	0
wizard	Audit Setup Wizard	gr	Checklist Preparation	custom	0
wizard	Audit Setup Wizard	gr	Review & Submit	review	0
wizard	Bank Reconciliation Wizard	fa	select_account		0
wizard	Bank Reconciliation Wizard	fa	import_statement		0
wizard	Bank Reconciliation Wizard	fa	review_matches		0
wizard	Bank Reconciliation Wizard	fa	manual_match		0
wizard	Bank Reconciliation Wizard	fa	complete		0
wizard	Budget Creation Wizard	fa	budget_header		0
wizard	Budget Creation Wizard	fa	copy_template		0
wizard	Budget Creation Wizard	fa	enter_lines		0
wizard	Budget Creation Wizard	fa	review_submit		0
wizard	Compliance Requirement Setup	gr	Basic Information	form	5
wizard	Compliance Requirement Setup	gr	Regulatory Body	custom	0
wizard	Compliance Requirement Setup	gr	Scope	form	3
wizard	Compliance Requirement Setup	gr	Compliance Schedule	custom	0
wizard	Compliance Requirement Setup	gr	Ownership	form	2
wizard	Compliance Requirement Setup	gr	Documentation	custom	0
wizard	Compliance Requirement Setup	gr	Review & Submit	custom	0
wizard	Contract Creation Wizard	gr	contract-details		6
wizard	Contract Creation Wizard	gr	counterparty		4
wizard	Contract Creation Wizard	gr	terms-renewal		10
wizard	Contract Creation Wizard	gr	documents		0
wizard	Contract Creation Wizard	gr	review-submit		0
wizard	Employee Onboarding	hr	welcome		0
wizard	Employee Onboarding	hr	personal-info		0
wizard	Employee Onboarding	hr	employment		0
wizard	Employee Onboarding	hr	documentation		0
wizard	Employee Onboarding	hr	credentials		0
wizard	Employee Onboarding	hr	system-access		0
wizard	Employee Onboarding	hr	orientation		0
wizard	Employee Onboarding	hr	review		0
wizard	Financial Close Setup Wizard	fa	assign_tasks		0
wizard	Financial Close Setup Wizard	fa	configure_dependencies		0
wizard	Financial Close Setup Wizard	fa	confirm_start		0
wizard	Financial Close Setup Wizard	fa	review_tasks		0
wizard	Financial Close Setup Wizard	fa	select_period		4
wizard	Financial Close Setup Wizard	fa	select_template		0
wizard	Follow-up Sequence Builder	ce	basics		4
wizard	Follow-up Sequence Builder	ce	enrollment		0
wizard	Follow-up Sequence Builder	ce	step-builder		0
wizard	Follow-up Sequence Builder	ce	exits		0
wizard	Follow-up Sequence Builder	ce	review-submit		0
wizard	Incident Reporting Wizard	gr	Incident Details	form	3
wizard	Incident Reporting Wizard	gr	Classification	form	2
wizard	Incident Reporting Wizard	gr	People Involved	form	3
wizard	Incident Reporting Wizard	gr	Narrative & Immediate Actions	form	2
wizard	Incident Reporting Wizard	gr	Regulatory Assessment	custom	0
wizard	Incident Reporting Wizard	gr	Review & Submit	review	0
wizard	Intake Screening & Triage	ce	context-consent		5
wizard	Intake Screening & Triage	ce	questionnaire		0
wizard	Intake Screening & Triage	ce	triage-summary		0
wizard	Intake Screening & Triage	ce	disposition		0
wizard	Intake Screening & Triage	ce	review-submit		0
wizard	Partner Contract Lifecycle	ce	partner-type		2
wizard	Partner Contract Lifecycle	ce	terms-dates		6
wizard	Partner Contract Lifecycle	ce	documents		0
wizard	Partner Contract Lifecycle	ce	status-notes		2
wizard	Partner Contract Lifecycle	ce	review-submit		0
wizard	Payroll Run	hr	period		0
wizard	Payroll Run	hr	employees		0
wizard	Payroll Run	hr	timesheets		0
wizard	Payroll Run	hr	leave		0
wizard	Payroll Run	hr	calculations		0
wizard	Payroll Run	hr	export		0
wizard	Payroll Run	hr	review		0
wizard	Performance Review	hr	review-context		0
wizard	Performance Review	hr	goals-assessment		0
wizard	Performance Review	hr	competency-ratings		0
wizard	Performance Review	hr	narrative-feedback		3
wizard	Performance Review	hr	rating-summary		0
wizard	QI Project Creation	gr	Problem & Objectives	form	6
wizard	QI Project Creation	gr	Quality Metrics	custom	0
wizard	QI Project Creation	gr	First PDSA Plan	form	4
wizard	QI Project Creation	gr	Team & Timeline	form	4
wizard	QI Project Creation	gr	Review & Submit	review	0
wizard	Recurring Invoice & Collections Setup	fa	customer-template		0
wizard	Recurring Invoice & Collections Setup	fa	schedule		0
wizard	Recurring Invoice & Collections Setup	fa	payment-plan		0
wizard	Recurring Invoice & Collections Setup	fa	review-submit		0
wizard	Resident Admission	rh	basic-info		0
wizard	Resident Admission	rh	program-selection		0
wizard	Resident Admission	rh	bed-assignment		0
wizard	Resident Admission	rh	documentation		0
wizard	Resident Admission	rh	emergency-contacts		0
wizard	Resident Admission	rh	review-submit		0
```