Internal Procedures
You can now create Internal Procedures to document information that should not be visible to customers, even when attached to external work orders.
What’s New:
A new “Internal Procedure” toggle is available when creating a procedure form.
When this toggle is enabled:
The procedure is marked as internal-only
It will not be visible to customers, even if attached to an external work order
Once a procedure is created as internal, it cannot be converted to external later (and vice versa).
Use Cases:
Record internal-only steps or information that is part of a work order but not meant for customer viewing
Maintain a clear separation between customer-facing and internal documentation
This feature gives users more control over the visibility of their procedural content while supporting transparency where appropriate.