> ## 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.

# Close Setup Wizard

> Multi-step wizard for configuring a new financial close period, applying a checklist template, and optionally adding tasks before the period begins.

Close Setup Wizard guides authorized users through creating a new financial close period, applying a checklist template, and adding initial tasks via the `ModuleWizardRenderer` infrastructure. Route: `/fa/close/setup`

## Overview

The wizard uses `ModuleWizardRenderer` and on completion: creates a close period via `useCreateClosePeriod`, copies a selected checklist template to that period via `useCopyChecklistToPeriod`, and creates individual tasks via `useCreateCloseTask`. A progress bar (`<Progress />`) reflects wizard execution state. A realtime broadcast is sent on `fa_events` / `close_period_started` upon completion. On success the user is navigated to the new period's detail page.

## Who it's for

Requires permission: `fa.close.create`

## Before you start

* You must hold the `fa.close.create` permission.
* Checklist templates should already exist at `/fa/close/templates` to be selectable during setup.
* A fiscal period configuration should be in place.

## Steps

<Steps>
  <Step title="Navigate to Close Setup Wizard">
    Go to `/fa/close/setup` or click the setup action from the Close Periods page.
  </Step>

  <Step title="Complete wizard steps">
    Follow the `ModuleWizardRenderer` steps — enter period configuration, select a checklist template, and optionally add tasks.
  </Step>

  <Step title="Submit">
    Confirm on the final review step. The wizard creates the close period, copies the checklist, and creates tasks in sequence.
  </Step>

  <Step title="Review the new period">
    On success, navigate to the new period's detail page at `/fa/close/:id`.
  </Step>
</Steps>

## Key concepts

* **`FinancialCloseSetupWizardData`** — Type for wizard form data.
* **`WizardExecutionResult`** — Return type of the wizard completion mutation.
* **`useCopyChecklistToPeriod`** — Hook that copies a template's tasks to the newly created period.
* **`useRealtimeBroadcast`** — Platform hook for broadcasting `close_period_started` on `fa_events` channel.

## Related

<Columns cols={2}>
  <Card title="Finance & Revenue" icon="building-columns" href="/fa/overview">
    Finance & Revenue core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</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/fa.tsx
  * src/cores/fa/wizards/financial-close-setup/FinancialCloseSetupWizardPage.tsx
  * src/cores/fa/wizards/financial-close-setup/types.ts
  * src/cores/fa/close/index.ts
</Accordion>