> ## 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.

# Platform Wizard Templates

> Browse, create, and manage wizard templates used across the platform for guided multi-step data collection.

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`.

## 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`.

## Who it's for

Access follows your organization's role and module configuration. The **New Wizard** action requires `PERMISSIONS.PF.WIZARDS_CREATE`. Building wizards requires `pf.wizards.admin` (enforced on the builder route).

## Before you start

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

## 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.

## 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).

## Related

<Columns cols={2}>
  <Card title="Platform Foundation" icon="layer-group" href="/pf/overview">
    Platform Foundation overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/platform.tsx
  * src/platform/wizards/pages/WizardListPage.tsx
  * src/platform/wizards/hooks/useWizardTemplates.ts
  * src/platform/permissions/constants.ts
</Accordion>