Creating a new Operations Request Type

Set up a new Operations request type (work order type)

In Cheqroom, a Operations request or Work Order type is a form for logging work or submitting information. Each type defines how work orders of that category behave: name and numbering, which standard fields appear, optional priorities, what users can link (items, kits, reservations, etc.), and which roles can use it.

After you create a type, you can add custom fields that appear on Work Orders (for example “Budget code” or “Quantity needed”) under Settings → Fields → Work Orders.

Who can do this

You need admin access to workspace settings—typically an account owner or workspace admin.

1. Open Work order types

Open Settings (gear / admin area).
Open Work order types.

You’ll see a list of existing types and how many Work Orders use each one.

2. Create a new type

Click Create new work order type.
Complete the sections outline in below steps
Click Create new work order type (or Save when editing an existing type).

3. Work order type details

Field	What to enter
Name	Singular label users see when picking a type (e.g. “Maintenance”, “Procurement request”).
Name (plural)	Plural form (e.g. “Maintenance”, “Procurement requests”).
Description	Optional internal explanation of when to use this type.
Icon	Icon shown for this type in the product.
Key prefix	Letters used in Work Order IDs (e.g. `MAINT-0001`). Must be unique among types and use letters A–Z only. On a new type, the prefix may be suggested from the name; if this type already has Work Orders, the prefix can’t be changed.
Show system fields	Choose whether Location, Description, and Priority appear for Work Orders of this type. If you turn Priority off, the Priorities section is hidden for this type

4. References

For this work order type, turn references on or off so teams only see what’s relevant:

Items – Link equipment to the Work Order.
Kits – Link kits.
Reservations – Link reservations.
Check-outs – Link check-outs / orders.
Work orders – Link to other Work Orders.

If a reference type is off, users won’t be able to add that kind of link on Work Orders of this type.

5. Priorities (if Priority is enabled)

When Priority is included under Show system fields:

You get default priority levels (e.g. low, medium, high); you can add, edit, remove (if more than one remains), set colors/icons, and choose a default priority for new Work Orders of this type.

6. Restrictions

Add optional restrictions to control who can access Work Orders

Available locations - Limit this type to specific **locations**. Leave empty so it’s available everywhere
Visibility by roles - Limit which roles can see and create Work Orders of this type. Leave empty for all roles. Account owners and workspace admins always have access.

Use these when only some sites or teams should use a given template (e.g. “Student request” at one campus only).

7. Add custom fields (optional)

Standard fields are controlled on the type. Additional custom fields (numbers, dates, drop-down, etc.) can be added under Fields:

Go to Settings → Fields
Open the Work Orders tab
Add field and complete the field definition.
If your workspace has more than one work order type, you’ll be prompted to choose which type(s) the field applies to—so each template can have its own set of extra fields.
Optionally add restrictions on the roles who can view that field

After you save

The new type appears in the left hand navigation bar
New Work Orders use the numbering pattern from the key prefix you set.
Adjust the type anytime by opening it from Settings → Work order types (some options, like **key prefix**, are locked once Work Orders exist).

Note on deleting a type

You cannot delete a work order type that still has Work Orders on it. Remove or reassign those Work Orders first, or keep the type and restrict it with Restrictions instead.