Managing Custom Headers

Last published : Apr 17, 2026
A custom header is a title or a description that a user can customize to label specific review items. To add new custom headers and mark these headers as active or inactive, you must have access to the Policy Management page.
Note: You cannot edit or delete the custom header name and datatype values. However, you can activate the required custom headers and deactivate the headers that are no more required.
To add a new custom header
  1. In the left navigation pane, select Policy Management>Custom Header.
  2. Click Add Row.
  3. In the newly added row, in the Name field, type a custom header title/description.
    Note: This is a mandatory field. It can be an alphanumeric value and can contain space. You can use only dot(.) and hyphen(-) as special characters.
  4. In the Datatype drop-down, specify if the data type is a number, a string, or a date.
  5. Ensure that the Active check box is selected.
If the Active check box is selected, the custom header remains available for use. You cannot use the custom header if it is not Active.
  1. Click Save.
The application prompts you to confirm that you want to perform the operation.
  1. Click Yes.
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