Custom Service Requests are any type of requests that require a response from the Facility Manager, but are not fault reports. For example, they may be service requests such as access card or car park requests, reception requests, office or pantry supply requests, courier service requests, and more.

Facility Managers can set up these custom service requests by creating and configuring request forms for each type of service request to be provided. Requestors will fill in these forms to make their service requests.

How to Create a New Custom Service Request

1. Log into FacilityBot.
2. Open the “Settings” menu from the bottom left icons.
3. Select “Requests”, making sure to be on the “Request Types”.
4. Select the “+New” button at the far right. A floating window appears to build a request form for the new request. On the left, various components are available to place in the form, such as instructions, questions, uploads, Location Tag, and a pre-set selection of Items to Order. The form appears on the right as it is made. (In the video demonstration, an example Request for Season Parking is seen being made from 1:19 to 1:45.)
5. Give the custom request a name on the right of the floating window (in “Request Type Name”).
6. Add components from the left to the form on the right by clicking “+ Add Instruction” or “+ Add Question” as needed.
7. Modify each component by clicking the “pencil” icons to edit them. Delete components using the “dustbin” icon.
8. Toggle the asterisk icon to make questions mandatory or non-mandatory.
9. Click “Update” at the bottom right of the floating window to finish creating the Custom Request and add it to the list in the main window.

How to Modify, Delete or Duplicate an Existing Custom Request

Using the Quick Editor

1. Select a Custom Request from the list in the main window under the “Request Types” tab. The request form appears in the quick editor on the right.
2. Modify the Name of the custom request, or existing components in the form by editing or deleting using the “pencil” or “dustbin” icons. Toggle mandatory/non-mandatory status with the “asterisk” icon.
3. Click “Update” at the bottom right of the quick editor to save any changes, or “Cancel” to revert any changes.
4. Use the “Delete” or “Duplicate” buttons at the bottom left of the quick editor to delete or duplicate the Custom Request. Duplication is useful when making a Custom Request based on an existing one with minor changes.

Using the Form Builder

1. For more comprehensive edits, click the bordered “pencil” icon near the top right of the quick editor to edit Advanced Settings. The form builder opens in a floating window.
2. Add components from the left to the form on the right by clicking “+ Add Instruction” or “+ Add Question” as needed.
3. Modify or delete each component by clicking the “pencil” or “dustbin” icons.
4. Toggle the asterisk icon to make questions mandatory or non-mandatory.
5. Drag and drop components to re-arrange their order.
6. Click “Update” at the bottom right of the form builder to finish editing and go back to the main window.

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