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Checklist Templates is an admin page for managing reusable financial close checklist templates, including creating, editing, and deleting template definitions with their associated tasks. Route: /fa/close/templates

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Overview

The page loads all checklist templates for the current organization via useCloseChecklistTemplates, filtered by a search query. Templates are displayed in CloseChecklistsTable. Users can create new templates via CreateChecklistTemplateDialog, edit existing ones (by setting editTemplateId), and delete templates after confirmation via useDeleteCloseChecklist. Tasks within a template are managed via useCreateCloseTask and useUpdateCloseTask.

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Who it’s for

Requires permission: fa.close.manage

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Before you start

  • You must hold the fa.close.manage permission.
  • Templates are applied to close periods during period setup (see Close Setup Wizard).

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Steps

1

Navigate to Checklist Templates

Go to /fa/close/templates.
2

Search for an existing template (optional)

Use the search input to filter templates by name.
3

Create a new template

Click New Template (or equivalent action) to open CreateChecklistTemplateDialog. Enter the template name and add tasks.
4

Edit an existing template

Click the edit action on a template row to reopen the dialog with the template’s current data.
5

Delete a template

Click delete on a template row. Confirm in the alert dialog to call useDeleteCloseChecklist.

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Key concepts

  • CloseChecklistWithRelations — Type representing a checklist template and its associated tasks.
  • CloseTask — Individual task within a checklist template.
  • useCloseChecklistTemplates — Primary data hook; returns templates scoped to the organization.
  • useDeleteCloseChecklist — Mutation hook for template deletion.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

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/fa.tsx
  • src/cores/fa/pages/CloseChecklistsPage.tsx
  • src/cores/fa/components/CloseChecklistsTable.tsx
  • src/cores/fa/components/CreateChecklistTemplateDialog.tsx
  • src/cores/fa/types/close.ts