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Documentation Index

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The Wizard Icon Audit page is an admin-only utility that scans every wizard template — organization-owned and system templates — for steps that would fall back to the CircleHelp default icon, and allows administrators to fix invalid icon assignments inline. It is reached at /platform/wizards/icon-audit.

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Overview

The page is gated by pf.wizards.admin. It fetches all wizard templates via useWizardTemplates and runs findInvalidStepIcons to identify steps whose icon key resolves to the FALLBACK_STEP_ICON (CircleHelp). The audit results are presented in a DataTable showing template name, step name, current icon, and module. Controls allow filtering by module and toggling between org-owned and system templates. For org-owned templates, an inline WizardStepIconPicker lets admins select and save a valid icon without leaving the page. System templates are shown read-only. A summary card shows total wizard count, total invalid steps, and impacted templates.

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Who it’s for

Requires pf.wizards.admin (route guard).

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Before you start

  • You must have pf.wizards.admin.
  • The audit runs automatically on page load; no manual trigger is needed.

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Steps

  1. Navigate to /platform/wizards/icon-audit.
  2. Review the summary card for total invalid icons.
  3. Use the module filter to narrow results.
  4. For each org-owned template row, click the icon picker to select a valid icon.
  5. Save the change; the table row updates to reflect the new icon.
  6. System template rows are read-only — note them for developer remediation.

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Key concepts

Fallback icon — the CircleHelp icon rendered when a step’s icon value does not match a known icon key. This audit surfaces all such occurrences. System template — a wizard template with organization_id IS NULL; not editable via this UI.

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/wizards/pages/WizardIconAuditPage.tsx
  • src/platform/wizards/utils/auditStepIcons.ts
  • src/platform/wizards/components/WizardStepIconPicker.tsx
  • src/platform/wizards/hooks/useWizardTemplates.ts