Create a New Job

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Select Start a New Job

To get started creating a job, select Start A New Job from the 1) Homepage or 2) Expandable side menu

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Select the Job Type

To get started, click on the box for he type of job that you will be performing. The options for the next steps will change based on the job type that is selected. The job type, field, well, cost template, and cost contingency factor can not be changed after the job has been created. All other options can be updated at any point during the job.

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Select a Well

Selecting a field will populate the well options with the available wells in that field. Select the well that will be drilled from the list. Only one well can be selected for a Drilling job If the well you are planning to drill is not available, please contact the support team or use the chat window in the lower right to add the new well.

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Select the Field

Once you’ve selected the job type, open the dropdown under “Choose A Field” and select the field of the well where the work will be performed. Many of the dropdowns that contain longer lists can be narrowed down or searched by typing next to the search icon.

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Select the Field

Once you’ve selected the job type, open the dropdown under “Choose A Field” and select the field of the well where the work will be performed. Many of the dropdowns that contain longer lists can be narrowed down or searched by typing next to the search icon.

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Select the Field

Once you’ve selected the job type, open the dropdown under “Choose A Field” and select the field of the well that you will be drilling. Many of the dropdowns that contain longer lists can be narrowed down or searched by typing next to the search icon.

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Turn on/off Report Approval

Report approval requirement can be turned on or off using the toggle button next to Report Approval Required. Turning on report approval will allow you to select one or more approvers for a job (based on user permissions). If Report Approval is ON, reports will not distribute each day until they have been approved by one of the authorized approvers that were selected. Company representatives that are assigned to a job (but not approvers) will be allowed to create, edit and submit reports. Once submitted, authorized approvers will be sent an email notifying them the report is ready for approval. The approvers can then follow the link from the email to review and approve the report for distribution. Report approval allows for engineers in the office to formally review and edit a report before it is distributed to interested parties. If Report Approval is OFF, pending reports can still be viewed and edited at any time by non-report creators, but they will not be formally notified when a report is ready or have formal approval control. Default report approval requirement and authorized approvers for a job type can be controlled in the Administration Settings.

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Job Name and Anticipated Start Date

A default** job name** is created base on the well name and job type. This name can be modified as necessary. The anticipated start date for the job can be selected from the pop-out calendar. This date is only used within the application when users are creating jobs in advance of their start date. It is just for internal notification and informational purpose. The anticipated start date has no effect on when the first report can be created or the user actually starts work.

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Select the Cost Template

Select the Cost Template from the dropdown list. This will determine which cost accounts are available for you to assign costs during the job. Your organization may have multiple cost templates available for a job type. Sometimes different regions within a organization use different cost codes. If you are not certain which cost template to use, please reach out to your account administrator. If only one cost template is available for the job type, that option will be selected automatically.

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Set the Cost Contingency Factor

Edit the Cost Contingency Factor that will be used for this job. The Cost Contingency Factor will determine the rate that contingency costs (intangible and tangible if applicable) are automatically calculated during the job. The Cost Contingency Factor default value can be set separately for each job type. If your team has a cost account for contingencies, that account will be updated automatically each time a new cost is recorded. For example, if you have a Contingency Account for Intangible Costs, you can set the Cost Contingency Factor at 10%. This means that each time a new cost of $50,000 is added to an intangible account on a report, the contingency account will be updated by$5,000. The Cost Contingency Factor default values can be updated by an Admin user on the _Administration _page under the Settings tab.

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Assign or Create an AFE

When it comes to assigning an AFE, you have 3 options:

1. Select an AFE from the dropdown menu of already created AFEs that are available in RigReports for the well you selected.
2. Select the No Expense Assigned Yet option if the AFE will be created later or you will not be using an AFE for this job.
3. Create the AFE from here by clicking the **New AFE **button. This will open a window that will allow you to create a quick AFE and assign it immediately.

You can create a full AFE with budget details and individual account budgets (for tracking) from the_ Administration_ page under the _Settings _tab. The AFE can changed or assigned at any point during the job.

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Choose the Default Report Layout

RigReports offer multiple report layout options to include as much or as little data as you want in the reports that are distributed. Selecting the default report layout determines the report format that you will see when previewing a report that you are creating and the report layout for the default distribution list that is automatically created for a job. You can create as many distribution lists as you would like for a job and a different report layout can be used for each of those distribution lists. The default report layout for a job can be updated at any point in the job settings. The report layout for a distribution list can also be updated at any time.

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Proposed and Initial Depths

Set the Proposed total depth for the well and the current (or initial) depths for the well. Don’t forget to record Measured Depth and True Vertical Depth for these values. If a drilling job is being performed on an existing wellbore (i.e. a sidetrack) the initial depth can be set to the anticipated kick-off point. With this, all daily progress values and days vs. depth plots will begin at this point. This will prevent false values for the initial daily progress. For drilling jobs on wells with no job history, the current (initial) depths will default to 0’ MD / 0’ TVD. If a drilling job is performed on a well with previous job history, the current depth will be set to the last known depth of the well (based on previous jobs).

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Submit Job

Once you have entered all of the required information, click Create Job to begin working on your new job. When your job is successfully created, you will be redirected to the Dashboard page of your new job. From there, you can get started creating your first report! If any of the required fields have not been completed or have mistakes, the Create Job button will be disabled and a red triangle will be shown next to it. Click on the triangle to see what information needs to be fixed.

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Assign Company Representatives

Company representatives for a job can be assigned from 2 different groups:

1. From the Users list, select the users that will be entering reports and listed on the report as company reps. This will determine which users have access to create and edit reports for the job. If a user has 3rd party permissions (outside of your organization) and is not assigned as company rep, they will not be able to see or access the job.
2. From the Non-Users list, you can select Contacts that you would like to display on the report as Company Reps. These would be personnel that need to be listed on the report as a representative on location, but do not have access to RigReports and will not be editing reports.

If a contact does not exist and you would like to add them, click the Create New Contact button. This will open a window where you can create the contact and select them as a Non-User company rep. Creating a new contact will NOT give them a user profile or give them access to the RigReports application. Please contact the support team to set up a new user.

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Enter Location, Permit, and Job Notes

If you would like to display Location, Permit, or additional Job Notes on the reports for your job, that information can be entered at this time. This information can be updated at any point during the job.

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Add Aliases for Multi-String

To complete the multi-string wellbore setup, please provide aliases for each of the strings. Common aliases are typically Shortstring, Longstring, etc. Aliases are commonly used for multi-string completions to simplify casing, perforation, and tubing references.

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Select Multiple Wells

If you are planning to work on a multi-string completion that contains multiple wells in a single wellbore, select the wells that you will be working on.

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Select Well

Selecting a field will populate the well options with the available wells in that field. For workover jobs on a single well, select that well from the dropdown and proceed to _Cost Template _selection. If you are planning to work on a multi-string completion that contains multiple wells in a single wellbore, proceed to that step.

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Select the Cost Template

1. Select the Cost Template from the dropdown list. This will determine which cost accounts are available for you to assign costs during the job.
2. Edit the Cost Contingency Factor that will be used for this job. The Cost Contingency Factor will determine the rate that contingency costs (intangible and tangible if applicable) are automatically calculated during the job.Your organization may have multiple cost templates available for a job type. Sometimes different regions within a organization use different cost codes. If you are not certain which cost template to use, please reach out to your account administrator.If only one cost template is available for the job type, that option will be selected automatically.

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Setup Multi String Wellbore

If this multi-string wellbore has been setup, you will see the aliases for the multi-string completion displayed. You may proceed to _Cost Template _selection. If it has not been setup, you will be asked to confirm and setup the multi-string completion. Click YES to setup and provide aliases for the multi-string completion. Aliases are commonly used for multi-string completions to simplify casing, perforation, and tubing references.

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Job Objective and Failure Cause

Select the job objective of the workover. This will display in the job title to help distinguish jobs performed on wells. Select the reason for the well failure that caused a workover job to be necessary. The list of Job Objectives and **Failure Causes **can be customized for your organization from the_ Administration_ page under the _Dropdowns _tab.

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Assign or Create AFE

When it comes to assigning an AFE, you have 3 options:

1. Select an AFE from the dropdown menu of already created AFEs that are available in RigReports for the well you selected.
2. Select the No Expense Assigned Yet option if the AFE will be created later or you will not be using an AFE for this job.
3. Create the AFE from here by clicking the **New AFE **button. This will open a window that will allow you to create a quick AFE and assign it immediately.

You can create a full AFE with budget details and individual account budgets (for tracking) from the_ Administration_ page under the _Settings _tab. The AFE can changed or assigned at any point during the job.

​

Choose the Default Report Layout

RigReports offer multiple report layout options to include as much or as little data as you want in the reports that are distributed. Selecting the default report layout determines the report format that you will see when previewing a report that you are creating and the report layout for the default distribution list that is automatically created for a job. You can create as many distribution lists as you would like for a job and a different report layout can be used for each of those distribution lists. The default report layout for a job can be updated at any point in the job settings. The report layout for a distribution list can also be updated at any time.

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Set the Total and Plug Back Depth

If previous jobs or data are available in RigReports for this well, the **TD **and PBTD will auto-filled. Update the Total Depth (MD & TVD) and Plug Back Depth (MD only), if applicable, for the well.

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Job Name and Anticipated Start Date

A default** job name** is created base on the well name, job type, and job objective (if applicable). This name can be modified as necessary. The anticipated start date for the job can be selected from the pop-out calendar. This date is only used within the application when users are creating jobs in advance of their start date. It is just for internal notification and informational purpose. The anticipated start date has no effect on when the first report can be created or the user actually starts work.

​

Set Cost Contingency Factor

Edit the Cost Contingency Factor that will be used for this job. The Cost Contingency Factor will determine the rate that contingency costs (intangible and tangible if applicable) are automatically calculated during the job. The Cost Contingency Factor default value can be set separately for each job type. If your team has a cost account for contingencies, that account will be updated automatically each time a new cost is recorded. For example, if you have a Contingency Account for Intangible Costs, you can set the Cost Contingency Factor at 10%. This means that each time a new cost of $50,000 is added to an intangible account on a report, the contingency account will be updated by$5,000. The Cost Contingency Factor default values can be updated by an Admin user on the _Administration _page under the Settings tab.

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Well Shut-In Date and Last Pull Date

Select the well shut-in date. This is when the well was shut-in for this workover. Select the last pull date (if not already updated) for this well. Workover reports will display run time since last pull (as days) in the header. This value is calculated as the number of days between shut-in date and last pull date. If a previous job exists in RigReports for this well, the last pull date is updated automatically as the final day of the most recent job.

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Turn on/off Report Approval

Report approval requirement can be turned on or off using the toggle button next to Report Approval Required. Turning on report approval will allow you to select one or more approvers for a job (based on user permissions). If Report Approval is ON, reports will not distribute each day until they have been approved by one of the authorized approvers that were selected. Company representatives that are assigned to a job (but not approvers) will be allowed to create, edit and submit reports. Once submitted, authorized approvers will be sent an email notifying them the report is ready for approval. The approvers can then follow the link from the email to review and approve the report for distribution. Report approval allows for engineers in the office to formally review and edit a report before it is distributed to interested parties. If Report Approval is OFF, pending reports can still be viewed and edited at any time by non-report creators, but they will not be formally notified when a report is ready or have formal approval control. Default report approval requirement and authorized approvers for a job type can be controlled in the Administration Settings.

​

Turn on/off Report Approval

Report approval requirement can be turned on or off using the toggle button next to Report Approval Required. Turning on report approval will allow you to select one or more approvers for a job (based on user permissions). If Report Approval is ON, reports will not distribute each day until they have been approved by one of the authorized approvers that were selected. Company representatives that are assigned to a job (but not approvers) will be allowed to create, edit and submit reports. Once submitted, authorized approvers will be sent an email notifying them the report is ready for approval. The approvers can then follow the link from the email to review and approve the report for distribution. Report approval allows for engineers in the office to formally review and edit a report before it is distributed to interested parties. If Report Approval is OFF, pending reports can still be viewed and edited at any time by non-report creators, but they will not be formally notified when a report is ready or have formal approval control. Default report approval requirement and authorized approvers for a job type can be controlled in the Administration Settings.

​

Set the Total and Plug Back Depth

If previous jobs or data are available in RigReports for this well, the **TD **and PBTD will auto-filled. Update the Total Depth (MD & TVD) and Plug Back Depth (MD only), if applicable, for the well.

​

Select the Cost Template

Select the Cost Template from the dropdown list. This will determine which cost accounts are available for you to assign costs during the job. Your organization may have multiple cost templates available for a job type. Sometimes different regions within a organization use different cost codes. If you are not certain which cost template to use, please reach out to your account administrator. If only one cost template is available for the job type, that option will be selected automatically.

​

Assign or Create AFE

When it comes to assigning an AFE, you have 3 options:

1. Select an AFE from the dropdown menu of already created AFEs that are available in RigReports for the well you selected.
2. Select the No Expense Assigned Yet option if the AFE will be created later or you will not be using an AFE for this job.
3. Create the AFE from here by clicking the **New AFE **button. This will open a window that will allow you to create a quick AFE and assign it immediately.

You can create a full AFE with budget details and individual account budgets (for tracking) from the_ Administration_ page under the _Settings _tab. The AFE can changed or assigned at any point during the job.

​

Set the Cost Contingency Factor

Edit the Cost Contingency Factor that will be used for this job. The Cost Contingency Factor will determine the rate that contingency costs (intangible and tangible if applicable) are automatically calculated during the job. The Cost Contingency Factor default value can be set separately for each job type. If your team has a cost account for contingencies, that account will be updated automatically each time a new cost is recorded. For example, if you have a Contingency Account for Intangible Costs, you can set the Cost Contingency Factor at 10%. This means that each time a new cost of $50,000 is added to an intangible account on a report, the contingency account will be updated by$5,000. The Cost Contingency Factor default values can be updated by an Admin user on the _Administration _page under the Settings tab.

​

Choose the Default Report Layout

RigReports offer multiple report layout options to include as much or as little data as you want in the reports that are distributed. Selecting the default report layout determines the report format that you will see when previewing a report that you are creating and the report layout for the default distribution list that is automatically created for a job. You can create as many distribution lists as you would like for a job and a different report layout can be used for each of those distribution lists. The default report layout for a job can be updated at any point in the job settings. The report layout for a distribution list can also be updated at any time.

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Select a Well

Selecting a field will populate the well options with the available wells in that field. Select the well that will be completed from the list. If the well you are planning to complete is not available, please contact the support team or use the chat window in the lower right to add the new well.

​

Job Name and Anticipated Start Date

A default** job name** is created base on the well name, job type, and job objective (if applicable). This name can be modified as necessary. The anticipated start date for the job can be selected from the pop-out calendar. This date is only used within the application when users are creating jobs in advance of their start date. It is just for internal notification and informational purpose. The anticipated start date has no effect on when the first report can be created or the user actually starts work.

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Job, Objective, Name and Anticipated Start Date

Enter the **job objective **for the work to be completed. A default** job name** is created base on the job type, field name, and property. This name can be modified as necessary. The anticipated start date for the job can be selected from the pop-out calendar. This date is only used within the application when users are creating jobs in advance of their start date. It is just for internal notification and informational purpose. The anticipated start date has no effect on when the first report can be created or the user actually starts work.

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Submit Job

Once you have entered all of the required information, click Create Job to begin working on your new job. When your job is successfully created, you will be redirected to the Dashboard page of your new job. From there, you can get started creating your first report! If any of the required fields have not been completed or have mistakes, the Create Job button will be disabled and a red triangle will be shown next to it. Click on the triangle to see what information needs to be fixed.

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Enter Property Name

Enter the name of the property or battery where the work will be performed.

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Select the Cost Template

Select the Cost Template from the dropdown list. This will determine which cost accounts are available for you to assign costs during the job. Your organization may have multiple cost templates available for a job type. Sometimes different regions within a organization use different cost codes. If you are not certain which cost template to use, please reach out to your account administrator. If only one cost template is available for the job type, that option will be selected automatically.

​

Set the Cost Contingency Factor

Edit the Cost Contingency Factor that will be used for this job. The Cost Contingency Factor will determine the rate that contingency costs (intangible and tangible if applicable) are automatically calculated during the job. The Cost Contingency Factor default value can be set separately for each job type. If your team has a cost account for contingencies, that account will be updated automatically each time a new cost is recorded. For example, if you have a Contingency Account for Intangible Costs, you can set the Cost Contingency Factor at 10%. This means that each time a new cost of $50,000 is added to an intangible account on a report, the contingency account will be updated by$5,000. The Cost Contingency Factor default values can be updated by an Admin user on the _Administration _page under the Settings tab.

​

Choose the Report Layout

RigReports offer multiple report layout options to include as much or as little data as you want in the reports that are distributed. Selecting the default report layout determines the report format that you will see when previewing a report that you are creating and the report layout for the default distribution list that is automatically created for a job. You can create as many distribution lists as you would like for a job and a different report layout can be used for each of those distribution lists. The default report layout for a job can be updated at any point in the job settings. The report layout for a distribution list can also be updated at any time.

​

Enter Location, Permit, and Job Notes

If you would like to display Location, Permit, or additional Job Notes on the reports for your job, that information can be entered at this time. This information can be updated at any point during the job.

​

Turn on/off Report Approval

Report approval requirement can be turned on or off using the toggle button next to Report Approval Required. Turning on report approval will allow you to select one or more approvers for a job (based on user permissions). If Report Approval is ON, reports will not distribute each day until they have been approved by one of the authorized approvers that were selected. Company representatives that are assigned to a job (but not approvers) will be allowed to create, edit and submit reports. Once submitted, authorized approvers will be sent an email notifying them the report is ready for approval. The approvers can then follow the link from the email to review and approve the report for distribution. Report approval allows for engineers in the office to formally review and edit a report before it is distributed to interested parties. If Report Approval is OFF, pending reports can still be viewed and edited at any time by non-report creators, but they will not be formally notified when a report is ready or have formal approval control. Default report approval requirement and authorized approvers for a job type can be controlled in the Administration Settings.

​

Assign Company Representatives

Company representatives for a job can be assigned from 2 different groups:

1. From the Users list, select the users that will be entering reports and listed on the report as company reps. This will determine which users have access to create and edit reports for the job. If a user has 3rd party permissions (outside of your organization) and is not assigned as company rep, they will not be able to see or access the job.
2. From the Non-Users list, you can select Contacts that you would like to display on the report as Company Reps. These would be personnel that need to be listed on the report as a representative on location, but do not have access to RigReports and will not be editing reports.

If a contact does not exist and you would like to add them, click the Create New Contact button. This will open a window where you can create the contact and select them as a Non-User company rep. Creating a new contact will NOT give them a user profile or give them access to the RigReports application. Please contact the support team to set up a new user.

​

Select the Field

Once you’ve selected the job type, open the dropdown under “Choose A Field” and select the field where the work will be performed. Many of the dropdowns that contain longer lists can be narrowed down or searched by typing next to the search icon.

​

Assign or Create AFE

When it comes to assigning an AFE, you have 3 options:

1. Select an AFE from the dropdown menu of already created AFEs that are available in RigReports for the well you selected.
2. Select the No Expense Assigned Yet option if the AFE will be created later or you will not be using an AFE for this job.
3. Create the AFE from here by clicking the **New AFE **button. This will open a window that will allow you to create a quick AFE and assign it immediately.

You can create a full AFE with budget details and individual account budgets (for tracking) from the_ Administration_ page under the _Settings _tab. The AFE can changed or assigned at any point during the job.