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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 displays the detail view for a single IT onboarding instance. Navigate to it at /it/onboarding/:id.

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Overview

The Onboarding Details page shows employee information (name, work email, job title, assignee), a task checklist for all onboarding tasks, a notes section, and a sidebar with progress and SLA indicators. Quick links navigate to the employee’s IT profile (access accounts) and the asset assignment page.

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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

  • The onboarding instance must already exist (created from the Onboarding dashboard).
  • The provisioning template should have been selected when the instance was created.

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Steps

  1. Navigate to IT > Onboarding and click an employee’s onboarding row, or navigate directly to /it/onboarding/:id.
  2. Review the Employee Information card to confirm the correct employee and assignee.
  3. Work through the Task Checklist, completing required tasks in order.
  4. Use the sidebar Progress card to track overall completion.
  5. Monitor SLA Status — the indicator compares the current date against the target date.
  6. Add notes and click Save Notes as needed.
  7. When all required tasks are complete, click Mark Complete.

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Key concepts

  • task_instances — the individual task records associated with this onboarding instance, loaded from useOnboardingTaskInstances.
  • SLA status — driven by OnboardingSLAIndicator comparing the current date to target_date.
  • Access Accounts link — navigates to /it/employees/:employee_id/it-profile.
  • Assign Assets link — navigates to /it/assets.

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/OnboardingInstanceDetailPage.tsx
  • src/cores/it/hooks/useOnboardingInstances.ts
  • src/cores/it/hooks/useOnboardingTaskInstances.ts