A smarter workshop dashboard for modern fleet teams
The new Formbird FLEET Workshop Dashboard brings workshop activity into one configurable view, helping supervisors, technicians and fleet teams focus on the work that needs attention.
Designed for flexible workshop environments, the dashboard can be configured to display differently depending on the user’s role, the workshops they manage and the way the organisation operates. This makes it suitable for councils and fleet teams managing multiple depots, minor plant workshops, service workshops and mixed asset environments.
One dashboard, configured for different users
The dashboard is designed as a single workshop dashboard that can adapt to different operational needs.
For example, a workshop supervisor may see triage information, incoming repair requests, failed daily driver checks, current activity, time recorders and outstanding workflow items. A technician may see a more focused view, defaulting to the work orders assigned to them.
This role-based approach helps reduce noise and gives each user the information most relevant to their daily tasks.
Quick navigation and request creation
The dashboard includes a navigation menu that gives users access to common workshop functions, including:
- Reloading the dashboard
- Opening the monitoring and scheduling calendar
- Accessing request lists
- Viewing materials
- Opening time recorders
- Viewing asset lists
Supervisors can also quickly create common request types, such as internal requests, repair requests and service requests.
Triage queue for incoming workshop activity
One of the key features demonstrated in the tutorial is the triage queue.
The triage queue gives supervisors visibility of new workshop activity that needs attention. This can include repair requests, failed checks and daily driver reports that have identified issues. Items are grouped by priority and by when they were created, such as today, within the last seven days or older than seven days.
This helps supervisors quickly identify what is urgent, what is outstanding and what needs to be scheduled or assigned.
Configurable triage rules
Different organisations manage triage in different ways. Some may consider a job triaged once it has been scheduled. Others may require it to be assigned to a person or workshop. Some organisations may require both.
The new dashboard supports configurable triage conditions, allowing organisations to define what moves an item into or out of the triage queue.
Drill-down reporting from summary numbers
The dashboard summary numbers are interactive. Users can select a number in the triage panel to drill into the underlying records.
For example, a supervisor can click on urgent repairs or failed checks created today and immediately see the specific items that make up that total. The detailed table displays useful information such as creation date, last update, workshop, status, request reason, request type and reporting user.
This makes it easier to move from a high-level overview to the specific job that needs action.
Scheduling work from the dashboard
The tutorial also demonstrates how items can be scheduled directly from a request or work order.
Users can enter expected start and completion details manually, or use the graphical scheduling calendar to place work into a selected time period. The calendar interface automatically populates expected start, expected completion and estimated minutes to complete.
Once the required scheduling information is saved, the item can be cleared from the triage queue according to the organisation’s configured rules.
Current activity view
The current activity panel shows what the workshop is actively managing. This can include work that is in the yard, overdue, expected today, expected in the next seven days, requiring supervisor review or completed today.
The dashboard uses filters to help users focus on different slices of workshop activity. Closed requests no longer need to clutter the default view, but they remain accessible when required.
Grouped requests and work orders
The current activity section groups related information together, showing the request header and the work orders associated with that request.
This gives users a clearer understanding of the full piece of work, rather than viewing each work order in isolation.
Time recorder visibility
The dashboard includes a time recorder section showing time recorded over the last seven days.
Users can group time records by work order to see total time spent on a job, or group by user and day to see how individual technicians have recorded their time. This gives supervisors better visibility of labour activity and workshop effort.
Outstanding items that need attention
The dashboard also includes an outstanding items section for work that may need follow-up. This can include requests that are not closed even though all work orders are complete, deferred requests, on-hold work orders or work orders that have not been completed.
As with the triage queue, users can drill into the summary numbers to view the underlying records and take action.
Technician-focused dashboard view
The tutorial shows a technician view of the dashboard, configured differently from the supervisor view.
In this example, the technician does not see the triage queue. Instead, the dashboard defaults to work orders assigned to that technician. The technician can still use filters to view wider workshop activity, but the default view focuses on their immediate work.
From there, the technician can open a work order, add time, complete a technician report, record materials used and continue through the workshop process.
User and organisation-level configuration
The dashboard configuration can be controlled at multiple levels.
The organisation can define the overall configuration, including what dashboard sections are available and how role-based dashboards behave. Role configurations can then be set for groups such as supervisors or technicians.
Individual users can also save their own preferences, such as which panels display by default or which current activity view they prefer. However, personal preferences cannot override the broader organisation-level configuration.
A more focused way to manage workshop operations
The new Formbird FLEET Workshop Dashboard is designed to make workshop activity easier to manage by bringing triage, scheduling, current activity, time recording, outstanding items and role-specific views into one configurable experience.
For councils and fleet teams managing multiple workshops, assets and maintenance workflows, the dashboard provides a clearer way to see what is happening, what needs attention and what action should happen next.
Video Index / Chapters
00:00 Introduction to the new workshop dashboard
00:25 Workshop selection and supervisor view
00:41 Navigation menu and quick actions
01:03 Expandable panels and saved user preferences
01:34 Quick request creation
01:48 Triage queue overview
02:20 Urgent and non-urgent repairs and failed checks
02:43 Triage conditions and configuration options 03:32 Triage item details and required actions
03:54 Filtering triage items by age and priority
04:20 Drilling into daily driver and failed check records
04:56 Clearing an item from the triage queue
05:16 Scheduling from a request or work order
05:38 Using the graphical scheduling calendar
06:10 Current activity panel overview
06:35 Workshop filters: yard, overdue, today and next seven days
06:51 Completed requests and status filtering
07:25 Grouped request and work order view
07:52 Viewing closed requests without clutter
08:14 Time recorders overview
08:25 Grouping time records by work order
08:52 Grouping time records by user and day
09:12 Special monitoring questions
09:29 Outstanding items overview
09:59 Drilling into deferred requests and on-hold work orders
10:34 Technician dashboard view
10:51 Technician view configuration and assigned work
11:18 Using filters as a technician
11:42 Recording time, reports and materials from work orders
11:52 Technician access to time recorders and outstanding items
12:13 Dashboard configuration overview 12:38 Controlling displayed sections and workshop settings
13:00 Default current activity and navigation menu configuration
13:21 Saving personal dashboard configuration
13:39 Organisation, role and user-level configuration rules
