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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 lists all provisioning templates for IT onboarding and offboarding workflows. Navigate to it at /it/jml/templates.

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Overview

The Provisioning Templates page presents a tabbed view of templates grouped by workflow type (Onboarding / Offboarding). A search box filters by template name, description, or role type. The table shows Name, Role Type, Task Count, Status (Active/Inactive), and Default badge. The actions menu per row provides Edit (navigates to /it/jml/templates/:id) and Duplicate/Delete (currently disabled in the UI).

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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

  • No prerequisites. Templates load automatically.

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Steps

  1. Navigate to IT > JML > Provisioning Templates, or go directly to /it/jml/templates.
  2. Select the Onboarding or Offboarding tab.
  3. Use the search box to filter templates by name, description, or role type.
  4. Click the actions menu (three dots) on a row and choose Edit to modify the template.
  5. Click New Template to create a new provisioning template.

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Key concepts

  • Workflow type — onboarding or offboarding; used to filter templates shown on each tab.
  • Role type — optional restriction of a template to a specific employee role.
  • Task count — the number of task definitions embedded in the template.
  • Default — when flagged, this template is auto-selected when no specific template is chosen for that workflow type.
  • Active / Inactive — inactive templates cannot be selected for new workflow instances.

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/ProvisioningTemplatesPage.tsx
  • src/cores/it/hooks/useOnboardingTemplates.ts
  • src/cores/it/types/onboarding.ts