Overview
The Procedure Header can now be fully customised to match your team’s documentation needs. Whether you’re tailoring procedures for internal operations or external workflows, you now have greater control over what appears at the top of every procedure.
Key Capabilities
Hide or Rename Fields
Hide fields that are not relevant to a particular procedure.
Rename field labels to match your internal terminology or processes.
This helps reduce noise and makes procedures easier to understand for your team.
Add Custom Fields
You can now add additional fields to the header pulled directly from:
Work Orders
Assets
Connections
These fields provide important context to technicians filling out the procedure—such as asset location, serial number, customer name, etc.
Internal-Only Field Behaviour
Internal-only custom fields are excluded from external procedures.
This ensures that sensitive or internal data is never shown to customers, even if the procedure is shared externally.
How to Configure the Procedure Header
Navigate to the Procedures module.
Open a Procedure Template.
Go to the Details tab.
Under the Header Configuration section:
Choose which fields to hide, rename, or add.
Save your changes—these will be reflected in all new procedure instances based on that template.
Note: Header configuration must be set up individually for each procedure template. If not configured, the system will use the default header layout.
Benefits
Clarity: Show only what matters, making procedures easier to follow.
Consistency: Standardise terminology across teams and procedures.
Security: Keep internal-only data hidden from customer-facing views.
Flexibility: Customise headers per use case—inspections, service logs, compliance forms, and more.