ITSM Provisioning Templates

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.

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Viewing and editing a template

The Template Details page (/it/jml/templates/:id) allows editing of the template name, description, role type, active flag, default flag, and task definitions. It includes a Delete button with confirmation dialog. On save, the template is updated in place; on delete, the user is redirected to /it/jml/templates. Note: The alternate route /it/changes/templates/:id loads ITChangeTemplateDetailPage for change management templates (see Change Templates). Permission required: IT_PERMISSIONS.VIEW (it.view) via the module-level ITViewGuard. No additional per-route gate.

1. Navigate to IT > JML > Provisioning Templates, open the actions menu on a row, and click Edit, or navigate directly to /it/jml/templates/:id.
2. Edit the Template Name, Description, or Role Type as needed.
3. Toggle Active or Default Template flags.
4. In Task Definitions, click Add Task to add tasks, or use the remove icon to delete existing tasks.
5. Click Save Changes to persist updates.
6. To delete the template, click Delete Template and confirm in the dialog.

Key fields:

• workflow_type — read-only on this page; set at template creation (onboarding or offboarding).
• is_active — controls whether the template can be selected for new instances.
• is_default — auto-selects this template when no specific template is chosen.
• due_days_offset — days from workflow start date by which each task is due.

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Creating a template

The New Template page (/it/jml/templates/new) 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. Before you start: decide whether the template applies to onboarding or offboarding; 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.

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.

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.

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Related

Documentation sources

• src/routes/it.tsx
• src/cores/it/pages/onboarding/ProvisioningTemplatesPage.tsx
• src/cores/it/pages/onboarding/ProvisioningTemplateDetailPage.tsx
• src/cores/it/pages/onboarding/NewProvisioningTemplatePage.tsx
• src/cores/it/hooks/useOnboardingTemplates.ts
• src/cores/it/hooks/useOnboardingTemplateMutations.ts
• src/cores/it/types/onboarding.ts