> ## 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.

# QI Templates

> Create, edit, and use reusable Quality Improvement project templates to standardize recurring QI initiatives.

The QI Templates page manages reusable QI project templates. Administrators can create, edit, and instantiate templates to start new projects from a standardized structure. It is located at route `/gr/quality-improvement/templates`.

## Overview

The page is rendered by `QITemplates` and loads templates via `useQITemplateList` with search and category filters. Templates are displayed as cards with category color badges. Actions per template: **Edit** (opens `QITemplateFormDialog`), **Copy/Use** (opens `CreateProjectFromTemplateDialog`). An **Add Template** button creates a new template. The route is protected by `gr.qi.admin`.

Categories: `clinical`, `operational`, `safety`, `compliance`, `outcomes`.

## Who it's for

Requires permission: `gr.qi.admin`

## Before you start

* Your account must have the `gr.qi.admin` permission.
* You should have a clear QI project pattern in mind before creating a template.

## Steps

1. Go to **Governance & Compliance → Quality Improvement → Templates** at `/gr/quality-improvement/templates`.
2. Use the search bar or category filter to find an existing template.
3. Select **Add Template** to create a new template via the form dialog.
4. Select **Edit** on any template to modify its details.
5. Select **Use** (or equivalent copy action) to create a new QI project pre-filled from a template.

## Key concepts

| Concept        | Description                                                                        |
| -------------- | ---------------------------------------------------------------------------------- |
| QI template    | A reusable structure for QI projects, including category and default configuration |
| Instantiate    | Creating a new QI project from a template via `CreateProjectFromTemplateDialog`    |
| Category color | Semantic color coding for template categories in the card grid                     |

## Related

<Columns cols={2}>
  <Card title="Governance & Compliance" icon="scale-balanced" href="/gr/overview">
    Governance & Compliance core overview.
  </Card>

  <Card title="Governance & parity" icon="clipboard-check" 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/gr.tsx
  * src/cores/gr/pages/QITemplates.tsx
  * src/cores/gr/hooks/useQITemplates.ts
  * src/platform/permissions/constants.ts
</Accordion>