The Workshop Dashboard

The Workshop Dashboard is the central view for managing day-to-day workshop activity. It organises the most important information for supervisors and technicians into four key questions:

What's new that needs my attention? — handled by the Triage panel
What are we working on right now? — handled by the Current Activity panel
What have we missed that needs following up? — handled by the Outstanding Items panel
What am I working on? — accessed via the Assigned To Me view within Current Activity

The dashboard is the default homepage for users with a Supervisor or Technician app role. Administrators can access it via the Works Management dropdown on their homepage. Asset Managers can access it by selecting Workshops on their homepage, then selecting Workshop Dash on the Workshops page.

Dashboard Layout

The dashboard is organised into collapsible panels. Which panels are visible and whether they are expanded by default depends on the configuration applied to your account — see Dashboard Configuration.

At the top of the page is a navigation menu (the burger icon) with shortcuts to other areas of the application. Next to it, a box labelled Workshops shows which workshops' data is currently loaded. This is for display only — to change which workshops are shown, use the Workshops selector in the Dash Configuration panel.

Select the burger icon to open the navigation menu. The available items are:

Menu item	Where it goes
Reload	Reloads all dashboard data
Monitoring and Scheduling	Works Scheduler
Request List	The Request and Work Order template list
Materials	Materials
Time Recorder (submenu)
Time Recorder Documents	The time recorder documents report
Time Recorder Report	The time recorder single report
Accounts	Accounts
Asset List (submenu)
Standard List	The standard asset list
Custom List	The custom asset list
Document Library	Asset Document Library
Daily Driver Report	Daily Driver reporting
Asset Services Due Report	The Asset Services Due report
Safety Tag List	Safety Tags
Workshops and Stores	Workshops and workshop dash configurations
Service Configuration	Service Schedules
Asset Booking	Booking an Asset
Bulk Refuel	Recording Bulk Fuel Transactions
Jobs	Jobs

Panels

The panels below the navigation menu are:

Panel	Purpose
Triage	Incoming requests and unassigned work orders that need a decision before work can begin
Current Activity	Active requests and work orders already in the pipeline
Time Recorders	Recent time entries logged against work orders — learn more in Time Recording
Special Monitoring	Assets or items flagged for close attention — learn more in Special Monitoring
Outstanding Items	Work that may have slipped through or needs following up
Conversation List	Open conversations related to the workshop — learn more in Conversations
Report Listing	Links to workshop reports
Dash Configuration	Settings for customising your dashboard layout

Triage

The Triage panel shows incoming work that has not yet been actioned — requests and work orders that still need a decision about when they will be done, who will do them, or whether a work order needs to be created.

Above the summary table, the active triage conditions for your configuration are listed — these are the criteria an item must meet before it is removed from Triage. See What counts as "actioned"? below for a description of each condition.

A summary table groups untriaged items by type, with counts across time periods (created today, created in the last 7 days, created older, and the same again by last updated date). Select any row or cell in the summary table to filter the details table below it to that category and time period. Select Clear Summary Filter to return to showing all triage items.

The categories are:

Repairs And Failed Checks – Urgent — repair requests and Daily Drivers Check Sheet faults with a priority of "Urgent – Fleet Out of Service"
Repairs And Failed Checks – Non-Urgent — repair requests and Daily Drivers Check Sheet faults with a priority of "Non-Urgent – Fleet Operational"
Repairs And Failed Checks – No Priority — repair requests and Daily Drivers Check Sheet faults with no priority set
Automatically Created Service — service requests generated by the system (for example, based on odometer readings or time intervals)
Workshop Initiated Service — service requests created manually
Work Orders – Unassigned — work orders that have no assignee

Triage Details table

Below the summary, the details table lists every individual untriaged item matching the current filter. Columns include:

Name — linked to the request or work order document
Actions — what is missing before the item is considered actioned (for example, "Add Expected Start, Assignee")
Created and Last Updated dates
Expected Start and Expected Completion
Assignee and Workshop
Status, Request Reason, Request Type, and Reported By

The Workshop column is hidden when only one workshop is loaded.

What counts as "actioned"?

An item is removed from Triage once it meets all the triage conditions set in the active configuration. The available conditions are:

Expected Start — the request has an Expected Start date
Expected Completion — the request has an Expected Completion date
Assignee – Work Order — a mechanic is assigned to at least one of the work orders under the request
Assignee – Request — the request itself has an assignee
Workshop — the request has a workshop assigned
Non-Pending Status — the request has a status other than Pending

Administrators configure which conditions must be met — see Workshop Dashboard Configuration.

Current Activity

The Current Activity panel shows the full pipeline of active requests and work orders — what the workshop is managing right now.

Select a button at the top of the panel to filter the table to that group:

In The Yard — requests with a status of Drop Off or Pick Up; assets physically at the workshop
Start Overdue — requests still Open or Pending whose Expected Start date has passed
Expected Today — requests with an Expected Start date falling today (excludes Closed, Cancelled, and Work Complete)
Next 7 Days — requests with an Expected Start date within the next seven days
Supervisor Review Required — work orders flagged for supervisor sign-off that are not yet complete
Requests Completed Today — requests with a status of Pick Up, Closed, or Work Complete and a completed date of today

Request status filters

Filter the table to a specific request status: Pending, Open, Drop Off, In Progress, Pick Up, Work Complete, Closed

Work order status filters

Filter the table to a specific work order status: New, In Progress, On Hold, Complete

View filters

Use the view buttons to narrow the table to work relevant to you:

All Details — shows all activity across the selected workshops
Assigned To Me — shows requests and work orders where you are the assignee
My Work Orders — shows only work orders assigned to you
My Requests — shows only requests assigned to you

Outstanding Items

The Outstanding Items panel groups work that may need following up: requests not formally closed, work orders on hold or overdue, and time recording gaps.

Items are broken down by their Expected Completion date: Yesterday, This Week (current calendar week, excluding yesterday), Before This Week, and No Expected Completion.

Select any row or cell to filter to those items. Results are sorted by assignee and least recently updated first.

The categories are:

Requests Not Closed – All Work Orders Complete — the mechanics have finished every work order under the request, but the request itself hasn't been closed
Requests Not Closed – Some Work Orders Not Complete — the request is at Work Complete or Pick Up status, but at least one work order under it is not yet complete
Requests Deferred — deferred requests that are not closed or cancelled
Requests Not Started, Overdue and No Started Work Orders — requests that are Open or Pending with an Expected Start in the past, and none of their work orders have been started
Work Orders Not Complete — work orders with a status of New, In Progress, or On Hold
Work Orders On Hold — work orders explicitly placed On Hold
Work Orders Started and Overdue — work orders with a status of New and an Expected Completion date in the past
Work Orders Without Time Recorders (Rolling Month) — work orders created more than a month ago with no completed time logged and no active time recorder running
Active Time Recorders — time recorders that have been started but not yet stopped

Time Recorders

The Time Recorders panel shows recent time entries logged against work orders for the selected workshops.

Use the toggle at the top of the panel to switch between grouping time recorders by User or by Work Order. The panel always loads grouped by user — this default cannot be changed.

Learn more in Time Recording.

Special Monitoring

The Special Monitoring panel shows assets or items that have been flagged for close attention. Learn more in Special Monitoring.

Conversation List

The Conversation List panel shows open conversations related to the workshop. Learn more in Conversations.

Report Listing

The Report Listing panel provides quick links to workshop reports. Learn more in Workshop Reports.

Dash Configuration

The Dash Configuration panel lets you customise your dashboard layout. Select it at the bottom of the page to:

Select a configuration from the Load Configuration dropdown to switch to a different layout
Use the Workshops selector to filter data to specific workshops
Select Load All Workshops to show all workshops' data, or Load My Workshop to filter to your workshop
Use the checkboxes to toggle individual panels, reports, and navigation items on or off

Select Save Configuration to apply your current selections. This saves whatever you have set — whether that is a layout chosen from the Load Configuration dropdown, or adjustments you have made to the panel checkboxes and other settings. Changes are saved to your personal preference and only affect your own dashboard. Adjusting settings after selecting a configuration from the dropdown does not modify that configuration — it only changes what is loaded on your dash.

Administrators can create and manage dashboard configurations for different roles and individuals — see Workshop Dashboard Configuration.

Updated: May 2026 · Formbird FLEET 4.2.8