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.

Administrators can create a new approval chain template at /settings/templates/approvals/new. This route renders ApprovalChainTemplateEditor from src/platform/templates/pages/ApprovalChainTemplateEditor.tsx with no additional RequirePermission wrapper beyond the parent templates section.

​
Overview

The New Approval Template page provides a form-driven editor for creating approval chain templates. Each template has a name, description, and category (policy, document, financial, hr, compliance, general). Templates are composed of one or more ordered steps defined via ApprovalStepEditor. Each step specifies an approver type (user, role, dynamic, field), parallel mode (any / all), timeout hours, and reminder hours. The editor uses useApprovalChainTemplateMutation() for save operations. The same component also handles editing existing templates at /settings/templates/approvals/:id.

​
Who it’s for

No explicit permission gate on this specific route. Parent route /settings/templates requires pf.templates.view.

​
Before you start

  • You need access to Settings > Templates.
  • Identify the category and approver roles or users before starting.

​
Steps

  1. Navigate to Settings > Templates > Approvals and select New.
  2. Enter a Name (required, max 200 characters) and optional Description.
  3. Select a Category from the dropdown.
  4. Add at least one approval step using the step builder: choose approver type, configure the approver, set timeout and reminder hours.
  5. Save the template.

​
Key concepts

Approver type — user pins approval to a specific user ID; role assigns to a named role; dynamic resolves at runtime using manager or department_head; field reads the approver from a data field. Parallel mode — any means approval from one step member is sufficient; all requires all designated approvers to approve.

Platform Foundation

Platform Foundation 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/platform.tsx
  • src/platform/templates/pages/ApprovalChainTemplateEditor.tsx
  • src/platform/templates/hooks/index.ts