SWD - Revision history

Admin: /* Add a New Trucking Organization as an SWD Manager */

2017-03-08T18:01:34Z

‎Add a New Trucking Organization as an SWD Manager

Admin: /* Add a New Organization as an SWD User */

2017-03-08T17:34:24Z

‎Add a New Organization as an SWD User

Admin: /* Terms */

2017-03-08T17:25:02Z

‎Terms

Admin: /* Roles */

2017-03-08T17:24:46Z

‎Roles

Admin: /* Terms */

2017-03-08T17:21:29Z

‎Terms

Admin: /* Access Reports */

2017-02-23T19:04:21Z

‎Access Reports

Admin: /* Terms */

2017-02-23T19:03:26Z

‎Terms

Admin: /* Create a Ticket */

2017-02-23T16:38:29Z

‎Create a Ticket

Admin: /* Create a Ticket */

2017-02-23T16:35:36Z

‎Create a Ticket

Admin at 15:58, 23 February 2017

2017-02-23T15:58:14Z

@@ Line 28: / Line 28: @@
 ==How To==
 ===Add a New Trucking Organization as an SWD Manager===
 *Login to the SWD Application.
 *Click on Settings, Trucking Companies.

@@ Line 27: / Line 27: @@
 ==How To==
-===Add a New Organization as an SWD User===
+===Add a New Trucking Organization as an SWD Manager===
-*Login to the Administrative site.
+*Login to the SWD Application.
-*Click on Manage Users, Organizations.
+*Click on Settings, Trucking Companies.
-*Click ADD at the top of the screen.
+*Click + Trucking Company.
-*Enter all organization information on the Details tab.
+*Enter Company Name; if it shows up in "auto suggest", select that company otherwise type name and click CREATE.
-*In the App Properties tab, specify the organization as Transport, Operator, or Disposal.
+*Enter address information if it is a new organization.
-*Also in this tab, check SWD.
+*Click SUBMIT to save the new organization.
-*Click OK to save the new organization.
 ===Add a New User for an Organization as an SWD User===

@@ Line 7: / Line 7: @@
 ;Trucking Company: These are the trucking companies that transport the commodities.
-;Oil companies: These are the oil companies where the commodities originate.
+;Oil Companies: These are the oil companies where the commodities originate.
 ;SWD Company: These are the dump sites that use the SWD app.

@@ Line 22: / Line 22: @@
 ==Roles==
-;Admin: These are individuals marked in their People record in the Permissions tab as Admin for Application Role - SWD.The SWD dashboard will have an Admin view with a navigation menu at the top that includes Create a Ticket, Pipeline Reading, Reporting, Settings, and Trakload (if subscribed to that feature). There will be stat "chips" on the page that link to reports for details of Truck Count, Barrels Dropped, and Pipeline Barrels.
+;SWD Manager: These are individuals marked in their People record in the Permissions tab as Manager for Application Role - SWD.The SWD dashboard will have a Manager view with a navigation menu at the top that includes Create a Ticket, Pipeline Reading, Reporting, Settings, and Trakload (if subscribed to that feature). There will be stat "chips" on the page that link to reports for details of Truck Count, Barrels Dropped, and Pipeline Barrels.
-;User: These are individuals marked in their People record in the Permissions tab as Users for Application Role - SWD. The dashboard will have an employee view that has all of the same features but a limited navigation bar with the following links for Home, Create a Ticket, and Pipeline Reading.
+;SWD User: These are individuals marked in their People record in the Permissions tab as Users for Application Role - SWD. The dashboard will have an employee view that has all of the same features but a limited navigation bar with the following links for Home, Create a Ticket, and Pipeline Reading.
 ==How To==

@@ Line 5: / Line 5: @@
 ==Terms==
-;Transport Company: These are the trucking companies that transport the commodities.
+;Trucking Company: These are the trucking companies that transport the commodities.
-;Operator: These are the oil companies where the commodities originate.
+;Oil companies: These are the oil companies where the commodities originate.
-;Disposal Company: These are the dump sites that use the SWD app.
+;SWD Company: These are the dump sites that use the SWD app.
 ;Commodities: These are items transported for disposal. Examples include salt water, flow back, production water, pit, gel and brine.
-;Oil Companies: The customers of the user of SWD Tracker and Trakload.
+;Wells: List of wells that shows the oil company, lease, field, well county code, well API number, and well lease number.
-;Wells: List of wells that shows the operator, lease, field, well county code, well API number, and well lease number.
+;Pipelines: Direct line for disposal from the oil field to the disposal site.
-;Pipelines: Direct line for disposal from the oil field to the dump site.
+;Customers: Clients of the oil, trucking or disposal companies that will be invoiced for services provided.
-;Customers: Clients of the disposal companies.
+;Drivers: Trucking company drivers.
-−
-;Drivers: Transport company drivers.
 ==Roles==

@@ Line 123: / Line 123: @@
 *Click on Pipelines to see today's pipeline drops, including pipeline name, daily total, customer and well number.
 *Click on Daily Report to see a report of today's drops, including oil company, well number, well location, disposal company, barrels disposed, transport company, driver name and truck number.
-*Click on Invoices today's charges, including invoice number, customer, invoice total and date.
+*Click on Invoices to see today's charges, including invoice number, customer, invoice total and date.

@@ Line 98: / Line 98: @@
 *Click on Create a Ticket.
 *Select the name of the disposal company.
-*Click on the Lease Details to lookup the information for the specific lease. You will input the API Region, API Number, and the lease number. The county, operator, field and well number will auto populate on the ticket.
+*Click on the Lease Details to lookup the information for the specific lease. You will input the API Region, API Number, and the lease number. When you click SAVE, the county, operator, field and well number will auto populate on the ticket.
 *Next select a commodity from the drop down, which is populated based on which well is selected.
 *Enter total barrels disposed.

@@ Line 96: / Line 96: @@
 ===Create a Ticket===
 *Login to the SWD application.
 *Select the name of the disposal company.
 *Click on the Lease Details to lookup the information for the specific lease. You will input the API Region, API Number, and the lease number. The county, operator, field and well number will auto populate on the ticket.

@@ Line 1: / Line 1: @@
 Documention for SWD
-Staging website can be found at staging-trakload.sitefpo.com <br>
+Staging website can be found at http://staging-trakload.sitefpo.com <br>
 Admin staging website can be found at http://admin.staging-trakload.sitefpo.com