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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.

The Change Templates screen lists and manages reusable templates for IT change requests and is accessible at /it/changes/templates.

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Overview

The Change Templates page loads all templates via useChangeTemplates and displays them in a data table with columns for name (linked to detail page), description, category, default risk level badge, auto-approve badge (Yes/No), and active/inactive status badge. A trash icon on each row opens a confirmation alert dialog before deleting the template. A New Template button links to /it/changes/templates/new to create a new template.

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Who it’s for

Requires IT_PERMISSIONS.VIEW (outer ITViewGuard). No additional per-route permission gate.

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Before you start

  • You must hold IT_PERMISSIONS.VIEW to access this screen.

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Steps

1

Open Change Templates

Navigate to /it/changes/templates. The table lists all available templates.
2

View or edit a template

Click the template name or the edit icon to navigate to the template detail page at /it/changes/templates/:id.
3

Create a new template

Click New Template to go to /it/changes/templates/new and fill in the template form.
4

Delete a template

Click the trash icon on any row and confirm deletion in the alert dialog.

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Key concepts

  • default_risk_level — The risk level pre-populated when a change request is created from this template.
  • auto_approve — Boolean flag; SME should confirm enforcement behavior in the approval workflow.
  • is_active — Controls whether the template appears as an option when creating change requests.

IT Service Management

IT Service Management overview.

Governance & parity

Documentation coverage and governance.
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/it.tsx
  • src/cores/it/pages/changes/ChangeTemplatesPage.tsx