> ## 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.

# Assessment Templates

> Manage configurable assessment section templates per assessment type: view, create, edit, and review version history.

The Assessment Templates screen is the admin page for creating and managing reusable assessment section templates, accessible at `/cl/settings/assessment-templates`.

## Overview

The page fetches all assessment templates for the organization via `useAssessmentTemplateList` and displays them in a searchable table. Each row shows the template `name`, `assessment_type` (badged), `version`, and `status` (badged using `TEMPLATE_STATUS_LABELS`/`TEMPLATE_STATUS_VARIANT`). Users with `cl.assessment_template.create` permission see a "New Template" button. Each row has an "Edit" button (gated to `cl.assessment_template.update` via `PermissionGate`) and a version history button that opens `AssessmentTemplateVersionHistory` for that `assessment_type`. Editing or creating opens the `AssessmentTemplateEditor` dialog.

## Who it's for

Requires permission: `cl.assessment_template.view` (list); `cl.assessment_template.create` (create new); `cl.assessment_template.update` (edit existing)

## Before you start

* You must hold `cl.assessment_template.view` to access the page.
* Creating templates requires `cl.assessment_template.create`.
* Editing templates requires `cl.assessment_template.update`.

## Steps

<Steps>
  <Step title="Navigate to Assessment Templates">
    Go to `/cl/settings/assessment-templates`. The table loads all templates for your organization.
  </Step>

  <Step title="Search templates">
    Use the search input to filter by template name or `assessment_type`.
  </Step>

  <Step title="Create a new template">
    Click "New Template" (requires `cl.assessment_template.create`). The `AssessmentTemplateEditor` dialog opens with no pre-filled values.
  </Step>

  <Step title="Edit an existing template">
    Click "Edit" on any row (requires `cl.assessment_template.update`). The `AssessmentTemplateEditor` dialog opens pre-filled with the selected template.
  </Step>

  <Step title="View version history">
    Click the history icon button on any row to open `AssessmentTemplateVersionHistory` for that `assessment_type`.
  </Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Empty state">
    When no templates match the current search (or none exist), an empty state is shown: "No assessment templates" with the message "Create a template to customize assessment sections for your organization."
  </Accordion>

  <Accordion title="Template status">
    Status values are mapped through `TEMPLATE_STATUS_LABELS` and `TEMPLATE_STATUS_VARIANT` from `src/cores/cl/types/assessment-template`. The exact set of valid statuses is defined in the `TemplateStatus` type.
  </Accordion>

  <Accordion title="Version history">
    Each template tracks a `version` field (displayed as `v{version}`). The version history dialog is scoped to an `assessment_type` string, not a single template record.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Clinical" icon="stethoscope" href="/cl/overview">
    Overview of the Clinical core.
  </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/cl.tsx
  * src/cores/cl/pages/AssessmentTemplatesPage.tsx
  * src/cores/cl/hooks/useAssessmentTemplateList.ts
  * src/cores/cl/types/assessment-template.ts
</Accordion>