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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.

This page provides a form to create a new provisioning template for IT onboarding or offboarding. Navigate to it at /it/jml/templates/new.

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Overview

The New Template page allows IT administrators to define reusable onboarding or offboarding templates. Templates contain basic metadata (name, description, workflow type, role type, active/default flags) and a list of task definitions. Each task has a title, category, required flag, and a due-days offset from the workflow start date. On success the user is redirected to the Provisioning Templates list at /it/jml/templates.

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Who it’s for

This route is protected by IT_PERMISSIONS.VIEW (it.view) via the module-level ITViewGuard. No additional per-route permission gate exists beyond the module guard.

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Before you start

  • Decide whether the template applies to onboarding or offboarding workflows.
  • Have the task list ready, including categories and typical due timelines.
  • Determine if this should be the default template for its workflow type and role type.

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Steps

  1. Navigate to IT > JML > Provisioning Templates and click New Template, or go directly to /it/jml/templates/new.
  2. Enter a Template Name (required).
  3. Optionally enter a Description and a Role Type.
  4. Select Workflow Type: Onboarding or Offboarding.
  5. Toggle Active (on by default) and Default Template as needed.
  6. Under Task Definitions, click Add Task to add tasks one by one.
    • For each task: enter a title, choose a category (account, access, equipment, software, security, or other), set the due-days offset, and mark whether it is required.
  7. Review the sidebar summary (workflow type, task count, required task count).
  8. Click Create Template to save. On success you are redirected to the Provisioning Templates list.

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Key concepts

  • Workflow type — onboarding or offboarding; determines which dashboard the resulting instances appear on.
  • Task category — groups tasks by domain: account, access, equipment, software, security, other.
  • due_days_offset — number of days from the workflow start date by which a task should be completed.
  • is_default — when true this template is used automatically when no specific template is selected for the workflow type.

IT Service Management

IT Service Management 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/it.tsx
  • src/cores/it/pages/onboarding/NewProvisioningTemplatePage.tsx
  • src/cores/it/hooks/useOnboardingTemplateMutations.ts
  • src/cores/it/types/onboarding.ts