Metadata & Numbering
Kazinex Workflows uses two complementary configuration systems to standardise how documents are categorised and identified: metadata fields (custom attributes attached to documents) and numbering schemes (rules for generating unique document reference numbers).
Metadata fields
Metadata fields extend the standard set of document attributes (discipline, zone, stage, etc.) with custom fields specific to your organisation or project. Every document in the register can carry these fields, making the register searchable and filterable on dimensions that matter to your project controls system.
Metadata fields can be:
- Dropdown — select from a predefined list (e.g. Package Code: PKG-01, PKG-02, PKG-03)
- Text — free-text input (e.g. Contract Reference)
- Date — date picker (e.g. Inspection Date)
- Toggle — boolean yes/no (e.g. "ITP Required")
Each dropdown option has a code — a short, unique identifier used in auto-numbering tokens and API references.
Document numbering schemes
A numbering scheme defines how document reference numbers are generated automatically. Schemes are built from tokens — discipline code, document type code, zone, sequential counter, year, and custom field codes — combined in a specific order to produce structured numbers like STR-PLAN-ZA-0001.
Scope hierarchy
Both metadata fields and numbering schemes can be defined at two levels:
| Level | Applies to | Who configures |
|---|---|---|
| Organisation | All projects (unless overridden at project level) | Org Admin |
| Project | This project only | Project Admin (can add to org fields, not remove them) |
Project-level fields extend the org-level set. Members in a project see all org-level fields plus any project-level additions.
Configuration location
| Setting | Location |
|---|---|
| Org-level metadata fields | Settings → Metadata → Fields |
| Project-level metadata fields | Project Settings → Metadata → Fields |
| Org-level numbering schemes | Settings → Metadata → Numbering |
| Project-level numbering schemes | Project Settings → Metadata → Numbering |
In this section
| Guide | What it covers |
|---|---|
| Custom Metadata Fields | Create and configure custom field types |
| Auto-Numbering Schemes | Build format templates for auto-generated numbers |
| Document Numbering Schemes | Configure per-project document numbering |
Related
- Auto-Numbering Tokens Reference — all available tokens
- Document Fields Reference — all standard document fields
- Metadata Governance — admin guide for metadata at scale