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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The New Audit page (/gr/audits/new) renders AuditSetupWizardPage, a full-page wizard powered by ModuleWizardRenderer (PF-41) that creates a new gr_audits record along with team assignments and checklists.

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Overview

AuditSetupWizardPage uses the ModuleWizardRenderer with wizardType = 'audit_setup'. The wizard:
  1. Creates a gr_audits row (authoritative insert).
  2. Creates gr_audit_team_assignments rows.
  3. Creates gr_audit_checklists rows.
Wizard events are tracked via trackWizardEvent using template ID 'gr-audit-setup-wizard'. On completion, navigation returns to /gr/audits. A back button is available to cancel and return to the audit list. The exact wizard steps are defined by the audit_setup wizard template in pf_wizard_templates (database-driven; content not determinable from code alone).

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Who it’s for

Requires permission: gr.audits.manage (GR_PERMISSIONS.AUDITS_MANAGE). Users without this permission cannot access this route.

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Before you start

  • You must hold gr.audits.manage.
  • Ensure you have identified the audit scope, type, team members, and checklist items before starting.

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Steps

1

Open the New Audit wizard

Navigate to /gr/audits/new or click the create audit action from /gr/audits. The wizard loads its steps from the audit_setup template.
2

Complete each wizard step

Follow each step as prompted by the ModuleWizardRenderer. Steps cover audit identification, team assignment, and checklist configuration.
3

Submit the audit

On the final review step, submit the wizard. The platform creates the gr_audits record, team assignments, and checklists in sequence.
4

Return to Audit List

After completion, you are navigated to /gr/audits. The new audit appears in the list.
5

Cancel if needed

Click the Back arrow at any point to return to /gr/audits without creating an audit.

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Key concepts

  • ModuleWizardRenderer (PF-41) — platform component that renders wizard steps from a pf_wizard_templates database record identified by wizardType.
  • audit_setup — wizard type identifier (WizardType) for audit creation.
  • gr_audit_team_assignments / gr_audit_checklists — ancillary records created alongside the primary gr_audits row.
  • trackWizardEvent — telemetry utility that records step progression using PHI-free identifiers (IDs, step indices, timing only).

Governance & Compliance

Governance & Compliance 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/gr.tsx
  • src/cores/gr/wizards/audit-setup/AuditSetupWizardPage.tsx
  • src/platform/permissions/constants.ts