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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.

The Wizard Templates page lists all wizard templates available to your organization, with options to create new templates, view template details, and navigate to the builder. It is reached at /platform/wizards.

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Overview

The page renders a grid of wizard template cards, each showing template name, module, version badge, and status. An error alert with retry is shown if loading fails. The New Wizard button navigates to the builder (/platform/wizards/builder). It is only shown if the user has PERMISSIONS.PF.WIZARDS_CREATE. Clicking a template card navigates to /platform/wizards/builder/:id (the builder for that template). Data is fetched via useWizardTemplates.

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Who it’s for

No explicit permission gate on this route. The New Wizard action requires PERMISSIONS.PF.WIZARDS_CREATE. Building wizards requires pf.wizards.admin (enforced on the builder route).

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Before you start

  • No prerequisites for viewing the list.
  • Creating or editing wizard templates requires pf.wizards.admin.

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Steps

  1. Navigate to Platform → Wizards (/platform/wizards).
  2. Browse the template grid.
  3. Click a template card to open it in the builder.
  4. Click New Wizard (requires PERMISSIONS.PF.WIZARDS_CREATE) to create a new template.

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Key concepts

Template status — indicates whether the template is a draft or published version. Module — the platform module that the wizard is associated with (e.g., clinical, recovery housing).

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/WizardListPage.tsx
  • src/platform/wizards/hooks/useWizardTemplates.ts
  • src/platform/permissions/constants.ts