Skip to main content

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 and allows editing of a provisioning template record. The primary route is /it/jml/templates/:id. An alternate route, /it/changes/templates/:id, renders the ITChangeTemplateDetailPage component for change management templates.

​
Overview

The Template Details page (provisioning — /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. The alternate route /it/changes/templates/:id loads ITChangeTemplateDetailPage, which manages change management templates (separate entity and hooks).

​
Who it’s for

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

​
Before you start

  • The template must already exist. Create one from the Provisioning Templates list.

​
Steps (provisioning template — /it/jml/templates/:id)

  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 concepts

  • 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.

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/ProvisioningTemplateDetailPage.tsx
  • src/cores/it/pages/changes/ChangeTemplateDetailPage.tsx
  • src/cores/it/hooks/useOnboardingTemplateMutations.ts
  • src/cores/it/hooks/useOnboardingTemplates.ts