> ## 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.

# Governance Templates

> Browse and use pre-built procedure templates to quickly start new procedures from standardized structures.

The Templates page is the procedure templates library. Users can browse, preview, filter, and instantiate pre-built procedure templates. It is located at route `/gr/procedures/templates`.

## Overview

The page is rendered by `ProcedureTemplatesPage`. It loads templates via `useProcedureTemplateList` with category and keyword filters via a sidebar `ProcedureTemplateFilters`. Templates are displayed as cards in `ProcedureTemplateGrid`. Actions per template: **Preview** (opens `ProcedureTemplatePreviewDialog`) and **Use/Instantiate** (opens `ProcedureTemplateInstantiateDialog` to create a new procedure). The route is protected by `gr.procedure_templates.view`.

## Who it's for

Requires permission: `gr.procedure_templates.view`

## Before you start

* Your account must have `gr.procedure_templates.view`.
* Templates are contributed from approved procedures (see Procedure Details) or created by template administrators with `gr.procedure_templates.manage`.

## Steps

1. Go to **Governance & Compliance → Procedures → Templates** at `/gr/procedures/templates`.
2. Use the sidebar filters to narrow by category or keyword.
3. Select a template card to preview its workflow and details.
4. Select **Use** (or instantiate) to create a new procedure pre-filled from the template.
5. Complete the instantiation dialog and confirm to create the procedure.

## Key concepts

| Concept                         | Description                                                                              |
| ------------------------------- | ---------------------------------------------------------------------------------------- |
| Template                        | A reusable procedure structure with pre-defined steps and metadata                       |
| Instantiate                     | Creating a new procedure record from a template via `ProcedureTemplateInstantiateDialog` |
| Contribute                      | Users with `gr.procedure_templates.contribute` can save approved procedures as templates |
| `gr.procedure_templates.manage` | Required to create or manage templates directly                                          |

## 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/ProcedureTemplatesPage.tsx
  * src/cores/gr/hooks/useProcedureTemplateList.ts
  * src/platform/permissions/constants.ts
</Accordion>