Request Configuration
The Request Configuration document controls which panels and fields are visible on each request type across your site, and the order in which request types appear in selectable lists. There is one Request Configuration document per site.
Note: The default field layout is designed to suit most organisations without adjustment. Changes affect all users on your site immediately and site-wide. They should be made deliberately and with a clear understanding of each field's purpose. Hiding the wrong panel or disabling a request type can disrupt workflows in ways that are not always immediately apparent.
Use this article as a reference when adjusting what appears on a particular request type, for example to hide panels your organisation does not use, or to control which request types are available for staff to create.
For background on request types, see Requests and Work Orders.
Navigating to Request Configuration
- From the Administrator homepage, select the Configuration dropdown.
- Select Request and Work Order Visibility Configuration.
- Select Request Configuration.
How Visibility Works
The configuration document is divided into sections, one for each request type. Each section lists two groups of toggles:
- Panels — the collapsible sections that group related content on the request
- Fields — the individual data fields within those panels
Turning a panel or field on makes it visible when a user opens that request type. Turning it off hides it.
Important: A field only appears if its panel is also set to visible. If you enable a field but its parent panel is hidden, the field will not show, even if the field itself is turned on. Always check that the relevant panel is visible before enabling fields within it.
Where a field is set to hidden in configuration, it remains hidden even if other parts of the application would normally make it visible. Mandatory fields, those required to save or progress a record, cannot be hidden.
Sort Order
Each request type has a Sort Order value in the configuration document that controls two things:
- The position of that request type in selectable lists (for example, the Select From List dropdown on an asset or the type selector in the Request List)
- Whether the type is available at all — a request type without a sort order is excluded from all selectable lists and cannot be created
Changing a sort order value updates the underlying request templates automatically. You do not need to edit the templates individually.
Clearing a request type's sort order disables it site-wide. Only do this for types your organisation does not use. If staff are actively creating that type of request, removing its sort order will prevent them from doing so.
Repair/General Request
Records repairs, modifications, and general work on a specific asset.
Configurable panels: Navigation (viewPanel), Scheduling (calendarPanel), Safety Tags (safetyTagPanel), Conversation List (conversationReport), Repair History (historyPanel), Materials Used (materialsUsedPanel), Custom Forms (customFormPanel), Request Cost (costReportPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
scanQRCodeButtonAsset |
(Asset QR Code scan) | Request Details | Scans the asset's QR code to confirm the correct asset is attached to this request |
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
primaryMeterMeasure |
Primary Meter Measure | Request Details | Unit of measurement for the asset's primary meter |
primaryMeter |
Current Primary Meter | Request Details | The asset's current primary meter reading (read-only, from the asset record) |
secondaryMeter |
Current Secondary Meter | Request Details | The asset's current secondary meter reading (read-only) |
primaryMeterNum |
Enter Primary Meter Reading | Request Details | Records the meter reading at the time this request is created or updated |
secondaryMeterNum |
Enter Secondary Meter Reading | Request Details | Records the secondary meter reading at the time this request is created or updated |
requestReason |
Reason for Request | Request Details | Free-text description of why the work is being requested |
priority |
Priority | Request Details | Urgency level assigned to this request |
serviceLocation |
Service Requested | Request Details | The type or location of service being requested |
images |
Attach Images | Request Details | Image and file attachments |
supervisorNotes |
Supervisor Notes | Request Details | Internal notes visible to workshop staff only |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the work, in minutes |
expectedStart |
Expected Start | Scheduling | Expected date and time for work to begin |
expectedCompletion |
Expected Completion | Scheduling | Expected date and time for work to be completed |
blockAssetBooking |
Disable Asset Booking In Booking Calendar | Assignment and Status | Prevents the asset from being booked via the Asset Booking calendar while this request is active |
resourceAssignee |
Request Assigned To | Assignment and Status | The person responsible for overseeing this request |
bayAssignedRel |
Workshop Bay | Assignment and Status | The workshop bay assigned to this job |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending. See Creating and Scheduling Work |
woAssignee |
Select Assignee | Work Orders | Pre-fills the assignee on the next work order created from this request |
expectedStartWO |
Work Order Expected Start | Work Orders | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Work Orders | Pre-fills the expected completion on the next work order created from this request |
cmdCopyFromRQ |
(Copy from Request) | Work Orders | Copies the request's assignee and scheduling details to the Work Orders panel |
assigneeFilter |
Assignee Filter | Work Orders | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
Service Request
Records preventive maintenance services for a specific asset.
Configurable panels: Navigation (viewPanel), Scheduling (calendarPanel), Safety Tags (safetyTagPanel), Conversation List (conversationReport), Repair History (historyPanel), Materials Used (materialsUsedPanel), Custom Forms (customFormPanel), Request Cost (costReportPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
scanQRCodeButtonAsset |
(Asset QR Code scan) | Request Details | Scans the asset's QR code to confirm the correct asset is attached to this request |
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
primaryMeterMeasure |
Primary Meter Measure | Request Details | Unit of measurement for the asset's primary meter |
primaryMeter |
Current Primary Meter | Request Details | The asset's current primary meter reading (read-only, from the asset record) |
primaryMeterNum |
Enter Primary Meter Reading | Request Details | Records the meter reading at the time this request is created or updated |
secondaryMeter |
Current Secondary Meter | Request Details | The asset's current secondary meter reading (read-only) |
secondaryMeterNum |
Enter Secondary Meter Reading | Request Details | Records the secondary meter reading at the time this request is created or updated |
serviceLocation |
Location Of Service | Request Details | The location or site where the service will be carried out |
showUsageGraphBool |
Show Usage Graph | Request Details | Displays a graph of asset usage data on this service request |
requestDetails |
Req. Description | Request Details | Free-text description of the service to be performed |
maintenanceNotes |
Maintenance Notes | Request Details | Notes specific to the maintenance being carried out |
supervisorNotes |
Supervisor Notes | Request Details | Internal notes visible to workshop staff only |
serviceUploads |
Service Uploads | Request Details | File attachments specific to this service (separate from images) |
images |
Images | Request Details | Image attachments |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the service, in minutes |
expectedStart |
Expected Start | Scheduling | Expected date and time for the service to begin |
expectedCompletion |
Expected Completion | Scheduling | Expected date and time for the service to be completed |
blockAssetBooking |
Disable Asset Booking In Booking Calendar | Assignment and Status | Prevents the asset from being booked via the Asset Booking calendar while this request is active |
resourceAssignee |
Request Assigned To | Assignment and Status | The person responsible for overseeing this request |
bayAssignedRel |
Workshop Bay | Assignment and Status | The workshop bay assigned to this service |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending |
woAssignee |
Select Assignee | Work Orders | Pre-fills the assignee on the next work order created from this request |
expectedStartWO |
Work Order Expected Start | Work Orders | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Work Orders | Pre-fills the expected completion on the next work order created from this request |
cmdCopyFromRQ |
(Copy from Request) | Work Orders | Copies the request's assignee and scheduling details to the Work Orders panel |
assigneeFilter |
Assignee Filter | Work Orders | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
Internal Request
Records non-asset-specific workshop activity.
Configurable panels: Navigation (viewPanel), Scheduling (calendarPanel), Conversation List (conversationReport), Materials Used (materialsUsedPanel), Custom Forms (customFormPanel), Request Cost (costReportPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
requestReason |
Reason for Request | Request Details | Free-text description of why the work is being requested |
supervisorNotes |
Supervisor Notes | Request Details | Internal notes visible to workshop staff only |
images |
Attach Images | Request Details | Image and file attachments |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the work, in minutes |
expectedStart |
Expected Start | Scheduling | Expected date and time for work to begin |
expectedCompletion |
Expected Completion | Scheduling | Expected date and time for work to be completed |
resourceAssignee |
Assigned To | Assignment and Status | The person responsible for overseeing this request |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending |
woAssignee |
Select Assignee | Work Orders | Pre-fills the assignee on the next work order created from this request |
expectedStartWO |
Work Order Expected Start | Work Orders | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Work Orders | Pre-fills the expected completion on the next work order created from this request |
cmdCopyFromRQ |
(Copy from Request) | Work Orders | Copies the request's assignee and scheduling details to the Work Orders panel |
assigneeFilter |
Assignee Filter | Work Orders | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
Daily Drivers Check Sheet
A Daily Driver pre-start fault that has been actioned as a workshop request. See Actioning Daily Driver Faults.
Configurable panels: Navigation (viewPanel), Scheduling (calendarPanel), Safety Tags (safetyTagPanel), Conversation List (conversationReport), Materials Used (materialsUsedPanel), Custom Forms (customFormPanel), Request Cost (costReportPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
scanQRCodeButtonAsset |
(Asset QR Code scan) | Asset Details | Scans the asset's QR code to confirm the correct asset is attached to this request |
requestReference |
ID | Asset Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Asset Details | Account code for cost allocation |
primaryMeterMeasure |
Primary Meter Measure | Asset Details | Unit of measurement for the asset's primary meter |
primaryMeter |
Current Primary Meter | Asset Details | The asset's current primary meter reading (read-only, from the asset record) |
primaryMeterNum |
Enter Primary Meter Reading | Asset Details | Records the meter reading at the time of this request |
secondaryMeter |
Current Secondary Meter | Asset Details | The asset's current secondary meter reading (read-only) |
secondaryMeterNum |
Enter Secondary Meter Reading | Asset Details | Records the secondary meter reading at the time of this request |
specialMonitoring |
Special Monitoring | Defect Checks | Active special monitoring items linked to this asset |
currentChecksDefects |
Current Checks / Defects | Defect Checks | The defect check items reported on the original Daily Driver pre-start |
requestDetails |
Describe any defects | Defect Checks | Free-text notes on the defects found |
images |
Attach Images | Defect Checks | Image and file attachments |
inspectionCheckedDate |
Inspection Complete Date | Defect Checks | The date the supervisor reviewed and signed off the defect inspection |
supervisorNotes |
Supervisor Notes | Defect Checks | Internal notes visible to workshop staff only |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the work, in minutes |
expectedStart |
Expected Start | Scheduling | Expected date and time for work to begin |
expectedCompletion |
Expected Completion | Scheduling | Expected date and time for work to be completed |
blockAssetBooking |
Disable Asset Booking In Booking Calendar | Assignment and Status | Prevents the asset from being booked via the Asset Booking calendar while this request is active |
resourceAssignee |
Request Assigned To | Assignment and Status | The person responsible for overseeing this request |
bayAssignedRel |
Workshop Bay | Assignment and Status | The workshop bay assigned to this job |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending |
woAssignee |
Select Assignee | Work Orders | Pre-fills the assignee on the next work order created from this request |
expectedStartWO |
Work Order Expected Start | Work Orders | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Work Orders | Pre-fills the expected completion on the next work order created from this request |
cmdCopyFromRQ |
(Copy from Request) | Work Orders | Copies the request's assignee and scheduling details to the Work Orders panel |
assigneeFilter |
Assignee Filter | Work Orders | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
Internal Asset Hire Request
Records an asset booking. Created when a booking is made through the Asset Booking calendar. See Booking an Asset.
Configurable panels: Navigation (viewPanel), Hire Cost (panel3)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
jobNameRel |
Job / Account Code | Request Details | The job or account code this hire is charged to |
assetResponsiblePerson |
Responsible Person | Request Details | Name of the person responsible for the asset during the hire period |
assetResponsiblePersonPhoneMobile |
Responsible Person Phone | Request Details | Phone number of the responsible person |
assetResponsiblePersonEmail |
Responsible Person Email | Request Details | Email address of the responsible person |
allocResponsiblePerson |
Allocated Person | Request Details | Name of the person the asset is allocated to |
allocResponsiblePersonPhoneMobile |
Allocated Person Phone | Request Details | Phone number of the allocated person |
allocResponsiblePersonEmail |
Allocated Person Email | Request Details | Email address of the allocated person |
phoneMobile |
Phone (mobile) | Request Details | Additional mobile phone contact number |
expectedStart |
Expected Hire Start | Scheduling | Date and time the hire period begins |
expectedCompletion |
Expected Hire Completion | Scheduling | Date and time the hire period ends |
responsibleWorkshopTemp |
Responsible Workshop | Assignment and Status | The workshop responsible for this hire |
Fuel Requisition Request
Records and manages the refuelling of multiple assets. See Fuel Requisition Requests.
Configurable panels: Navigation (viewPanel), Conversation List (conversationReport), Materials Used (materialsUsedPanel), Custom Forms (customFormPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Request Details | Auto-generated reference number for this request |
locateAssetOnSaveBool |
Locate Assets On Save | Request Details | Attempts to capture the current location of all assets in the requisition when the record is saved |
locations |
Locations | Request Details | Location filter for the assets included in this requisition |
supervisorNotes |
Supervisor Notes | Request Details | Internal notes visible to workshop staff only |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the requisition, in minutes |
expectedStart |
Expected Start | Scheduling | Expected date and time for the requisition to begin |
expectedCompletion |
Expected Completion | Scheduling | Expected date and time for the requisition to be completed |
resourceAssignee |
Assigned To | Assignment and Status | The person responsible for this requisition |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending |
woAssignee |
Select Assignee | Work Orders | Pre-fills the assignee on the next work order created from this request |
workOrderType |
Work Order Type | Work Orders | Selects the type of work order to create under this request |
expectedStartWO |
Work Order Expected Start | Work Orders | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Work Orders | Pre-fills the expected completion on the next work order created from this request |
assigneeFilter |
Assignee Filter | Work Orders | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
Infringement Request
Records and manages a traffic or parking infringement against a specific asset. See Infringement Requests.
Configurable panels: Navigation (viewPanel), Conversation List (conversationReport), Report Signoff (panel2), Custom Forms (customFormPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
scanQRCodeButtonAsset |
(Asset QR Code scan) | Request Details | Scans the asset's QR code to confirm the correct asset is attached to this request |
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
infringementNo |
Infringement # | Request Details | The official infringement notice number |
infringmentDueDate |
Infringement Due | Request Details | The date by which the infringement must be paid or disputed |
driverDetailsRelHTML |
(Driver details display) | Request Details | Displays the linked driver's contact details |
addressGeo |
Infringement Address | Request Details | The location where the infringement was issued |
infringementDescription |
Description | Request Details | Free-text description of the infringement |
images |
Uploads | Request Details | Image and file attachments (e.g. a scan of the infringement notice) |
Registration and Insurance Expenses Request
Records a registration or insurance renewal against an asset. See Managing Insurance and Registration Renewals.
Configurable panels: Images (imgPanel), Custom Forms (customFormPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Request Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Request Details | Account code for cost allocation |
registrationNotes |
Registration Notes | Registration Details | Free-text notes on the registration renewal |
registrationCostIncurredDate |
Cost Incurred Date | Registration Details | The date the registration cost was incurred |
registrationState |
Registration State/Territory | Registration Details | The state or territory in which the asset is registered |
registrationFeeNum |
Registration Fee | Registration Details | The base registration fee amount |
hvRegulatoryFeeNum |
HV Regulatory Fee | Registration Details | Heavy vehicle regulatory fee (if applicable) |
hvRoadUseFeeNum |
HV Road Use Fee | Registration Details | Heavy vehicle road use fee (if applicable) |
tacChargeIncNum |
TAC Charge (inc. GST) | Registration Details | Transport Accident Commission charge including GST (Victorian assets) |
tacChargeGSTNum |
GST (TAC Charge) | Registration Details | GST component of the TAC charge |
registrationCostNum |
Total Registration Fee | Registration Details | Calculated total registration cost |
insuranceNotes |
Insurance Notes | Insurance Details | Free-text notes on the insurance renewal |
insuranceCostIncurredDate |
Cost Incurred Date | Insurance Details | The date the insurance cost was incurred |
insuranceType |
Insurance Type | Insurance Details | The type of insurance policy (e.g. comprehensive, CTP) |
insuranceProvider |
Provider | Insurance Details | The insurance company providing this policy |
policyNo |
Policy No | Insurance Details | The insurance policy number |
insuranceExcessNum |
Insurance Excess | Insurance Details | The excess amount payable on a claim under this policy |
insuranceExpiryDate |
Expiry Date | Insurance Details | The date this insurance policy expires |
insuranceCostNum |
Insurance Cost | Insurance Details | The total insurance premium cost |
resourceAssignee |
Assigned To | Assignment and Status | The person responsible for this request |
Asset Expense (Other) Request
Captures a miscellaneous expense against a specific asset.
Configurable panels: Navigation (viewPanel), Conversation List (conversationReport), Custom Forms (customFormPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Request Details | Auto-generated reference number for this request |
dateInitiated |
Date Created | Expense Details | The date this expense record was created |
assetExpenseInvNo |
Invoice No | Expense Details | The invoice number associated with this expense |
financialAccountRel |
Account Codes | Expense Details | Account code for cost allocation |
quantityNum |
Quantity | Expense Details | The quantity of items or units for this expense |
assetExpenseCategory |
Category | Expense Details | The category of this expense |
assetExpenseDescription |
Description | Expense Details | Free-text description of the expense |
supplierRel |
Supplier | Expense Details | The supplier this expense was sourced from |
images |
Uploads | Expense Details | Image and file attachments (e.g. a receipt or invoice scan) |
assetExpenseNotes |
Notes | Expense Details | Additional notes about this expense |
Asset Verification Inspection Request
Manages verification inspections across multiple assets. See Verification.
Configurable panels: Navigation (viewPanel), Scheduling (calendarPanel), Custom Forms (customFormPanel), Request Cost (costReportPanel)
| Field name | Label | Panel | Purpose |
|---|---|---|---|
requestReference |
ID | Details | Auto-generated reference number for this request |
financialAccountRel |
Account Codes | Details | Account code for cost allocation |
assigneeFilter |
Assignee Filter | Details | Filters the Select Assignee dropdown to show only staff from a selected workshop or group |
woAssignee |
Select Assignee | Details | Pre-fills the assignee on the next work order created from this request |
expectedStartWO |
Work Order Expected Start | Details | Pre-fills the expected start on the next work order created from this request |
expectedCompletionWO |
Work Order Expected Completion | Details | Pre-fills the expected completion on the next work order created from this request |
conversationReport |
Conversation List | Details | A chronological list of comments and notes added to this request |
estimatedServiceTimeNum |
Expected Minutes To Complete | Assignment and Status | Estimated total time to complete the inspections, in minutes |
expectedStart |
Expected Start | Assignment and Status | Expected date and time for inspections to begin |
expectedCompletion |
Expected Completion | Assignment and Status | Expected date and time for inspections to be completed |
resourceAssignee |
Assigned To | Assignment and Status | The person responsible for overseeing this request |
requestDeferred |
Deferred | Assignment and Status | Marks the request as deferred — partial completion with more work pending |
Published: June 2026 · Formbird FLEET 4.2.8