Difference between revisions of "SWD"
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Documention for SWD | Documention for SWD | ||
| − | Staging website can be found at staging-trakload.sitefpo.com | + | 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 | Admin staging website can be found at http://admin.staging-trakload.sitefpo.com | ||
==Terms== | ==Terms== | ||
| − | ; | + | ;Trucking Company: These are the trucking companies that transport the commodities. |
| − | ; | + | ;Oil Companies: These are the oil companies where the commodities originate. |
| − | ; | + | ;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. | ;Commodities: These are items transported for disposal. Examples include salt water, flow back, production water, pit, gel and brine. | ||
| − | ; | + | ;Wells: List of wells that shows the oil company, 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. |
| − | ; | + | ;Customers: Clients of the oil, trucking or disposal companies that will be invoiced for services provided. |
| − | + | ;Drivers: Trucking company drivers. | |
| − | + | ||
| − | ;Drivers: | + | |
==Roles== | ==Roles== | ||
| − | ; | + | ;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== | ==How To== | ||
| − | ===Add a New Organization as an SWD | + | ===Add a New Trucking Organization as an SWD Manager=== |
| − | *Login to the | + | *Login to the SWD Application. |
| − | *Click on | + | *Click on Settings, Trucking Companies. |
| − | *Click | + | *Click + Trucking Company. |
| − | *Enter | + | *Enter Company Name; if it shows up in "auto suggest", select that company otherwise type name and click CREATE. |
| − | * | + | *Enter address information if it is a new organization. |
| − | * | + | *Click SUBMIT to save the new organization. |
| − | *Click | + | |
| + | ===Add a New Oil Company as an SWD Manager=== | ||
| + | *Login to the SWD Application. | ||
| + | *Click on Settings, Trucking Companies. | ||
| + | *Click + Trucking Company. | ||
| + | *Enter Company Name; if it shows up in "auto suggest", select that company otherwise type name and click CREATE. | ||
| + | *Enter address information if it is a new organization. | ||
| + | *Click SUBMIT to save the new organization. | ||
===Add a New User for an Organization as an SWD User=== | ===Add a New User for an Organization as an SWD User=== | ||
| Line 61: | Line 66: | ||
*Enter the API Region, API Number and Lease Number and click SAVE. | *Enter the API Region, API Number and Lease Number and click SAVE. | ||
*The new well will appear in the list of wells. | *The new well will appear in the list of wells. | ||
| + | |||
| + | ====Transport Companies==== | ||
| + | *Login to the SWD application. | ||
| + | *To add a new transport company, click on Settings, Transport Companies, + New Transport Co. | ||
| + | *Enter the company name and click CREATE. | ||
| + | *Enter the Address, City, State, Zip, Email and Phone and click SUBMIT. | ||
| + | *On the next screen, click on PRIMARY to enter information for the primary contact, including name, address, city, state, zip, phone, email and type of contact and click SAVE. | ||
| + | *You can also change the commodity pricing for this specific trucking company and click SUBMIT. | ||
| + | *The new trucking company will appear in the available list of transport companies. | ||
| + | |||
| + | ====Commodities==== | ||
| + | *Login to the SWD application. | ||
| + | *To edit a commodity, click Settings, Commodities and the edit tag next to a specific commodity. | ||
| + | *You can change the Commodity Name or Price Per Barrel. Click SUBMIT to save changes. | ||
| + | |||
| + | ====Pipelines==== | ||
| + | *Login to the SWD application. | ||
| + | *To add a new pipeline, click Settings, Pipelines, + New Pipeline. | ||
| + | *Select the Disposal Company name. | ||
| + | *Enter the Pipeline Name. | ||
| + | *Click on Lease Details. | ||
| + | *Enter the API Region, API Number and Lease Number and click SAVE. | ||
| + | *The lease details will appear on the Add Pipeline screen. | ||
| + | *Select the Commodity Type. | ||
| + | *Enter the Initial Reading for this pipeline and click SUBMIT. | ||
| + | *The new pipeline will appear in the list of pipelines with information on the customer, lease/well, commodity, last reading, last reading date and pipeline name. | ||
===Access Information from the SWD Dashboard=== | ===Access Information from the SWD Dashboard=== | ||
| Line 70: | Line 101: | ||
===Create a Ticket=== | ===Create a Ticket=== | ||
*Login to the SWD application. | *Login to the SWD application. | ||
| + | *Click on Create a Ticket. | ||
*Select the name of the disposal company. | *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. | + | *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. | *Next select a commodity from the drop down, which is populated based on which well is selected. | ||
*Enter total barrels disposed. | *Enter total barrels disposed. | ||
| Line 80: | Line 112: | ||
*Click SUBMIT TICKET. | *Click SUBMIT TICKET. | ||
*After you submit the ticket, you will see the Truck Count and Barrels Dropped increase on the dashboard. | *After you submit the ticket, you will see the Truck Count and Barrels Dropped increase on the dashboard. | ||
| + | |||
| + | ===Enter a New Pipeline Reading=== | ||
| + | *Login to the SWD application. | ||
| + | *Click on Pipeline Reading. | ||
| + | *Select the pipeline name. | ||
| + | *Enter the new reading, which must be a greater number than the previous reading. | ||
| + | *Upload a photo, if desired. | ||
| + | *Click SUBMIT TICKET. | ||
| + | *Pipeline Barrels will appear on the dashboard after submission of the ticket. | ||
| + | |||
| + | ===Access Reports=== | ||
| + | *Login to the SWD application. | ||
| + | *Click on Reporting. | ||
| + | *Click on Tickets to see today's tickets, including ticket number, customer name, dollar amount and date/time. | ||
| + | *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 to see today's charges, including invoice number, customer, invoice total and date. | ||
Latest revision as of 18:01, 8 March 2017
Documention for SWD
Staging website can be found at http://staging-trakload.sitefpo.com
Admin staging website can be found at http://admin.staging-trakload.sitefpo.com
Contents
- 1 Terms
- 2 Roles
- 3 How To
- 3.1 Add a New Trucking Organization as an SWD Manager
- 3.2 Add a New Oil Company as an SWD Manager
- 3.3 Add a New User for an Organization as an SWD User
- 3.4 Add and Edit Information in Settings
- 3.5 Access Information from the SWD Dashboard
- 3.6 Create a Ticket
- 3.7 Enter a New Pipeline Reading
- 3.8 Access Reports
Terms
- Trucking Company
- These are the trucking companies that transport the commodities.
- Oil Companies
- These are the oil companies where the commodities originate.
- 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.
- Wells
- List of wells that shows the oil company, 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.
- Customers
- Clients of the oil, trucking or disposal companies that will be invoiced for services provided.
- Drivers
- Trucking company drivers.
Roles
- 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.
- 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
Add a New Trucking Organization as an SWD Manager
- Login to the SWD Application.
- Click on Settings, Trucking Companies.
- Click + Trucking Company.
- Enter Company Name; if it shows up in "auto suggest", select that company otherwise type name and click CREATE.
- Enter address information if it is a new organization.
- Click SUBMIT to save the new organization.
Add a New Oil Company as an SWD Manager
- Login to the SWD Application.
- Click on Settings, Trucking Companies.
- Click + Trucking Company.
- Enter Company Name; if it shows up in "auto suggest", select that company otherwise type name and click CREATE.
- Enter address information if it is a new organization.
- Click SUBMIT to save the new organization.
Add a New User for an Organization as an SWD User
- Login to the Administrative site.
- Click on Manage Users, People.
- Click ADD at the top of the screen.
- Enter the user details in the Details tab; make sure to select the Organization from the drop down.
- In the Permissions tab, add a Username and Password. Also select User or Administrator from the drop down in Application Role - SWD.
- Click OK to save the new user.
Add and Edit Information in Settings
Oil Companies
- Login to the SWD application.
- The list of oil companies is populated as tickets are generated for a specific oil company's well.
- To edit information about an oil company, click on Settings, Oil Companies, and the edit icon next to the oil company.
- Click on the PRIMARY contact box.
- Enter contact name, address, city, state, zip, email and phone number and click SAVE.
- You can also change the commodity pricing for that specific oil company and then click SUBMIT.
Wells
- Login to the SWD application.
- The list of wells is populated as tickets are generated for a specific well.
- To add a new well, click Settings, Wells, + New Well.
- Enter the API Region, API Number and Lease Number and click SAVE.
- The new well will appear in the list of wells.
Transport Companies
- Login to the SWD application.
- To add a new transport company, click on Settings, Transport Companies, + New Transport Co.
- Enter the company name and click CREATE.
- Enter the Address, City, State, Zip, Email and Phone and click SUBMIT.
- On the next screen, click on PRIMARY to enter information for the primary contact, including name, address, city, state, zip, phone, email and type of contact and click SAVE.
- You can also change the commodity pricing for this specific trucking company and click SUBMIT.
- The new trucking company will appear in the available list of transport companies.
Commodities
- Login to the SWD application.
- To edit a commodity, click Settings, Commodities and the edit tag next to a specific commodity.
- You can change the Commodity Name or Price Per Barrel. Click SUBMIT to save changes.
Pipelines
- Login to the SWD application.
- To add a new pipeline, click Settings, Pipelines, + New Pipeline.
- Select the Disposal Company name.
- Enter the Pipeline Name.
- Click on Lease Details.
- Enter the API Region, API Number and Lease Number and click SAVE.
- The lease details will appear on the Add Pipeline screen.
- Select the Commodity Type.
- Enter the Initial Reading for this pipeline and click SUBMIT.
- The new pipeline will appear in the list of pipelines with information on the customer, lease/well, commodity, last reading, last reading date and pipeline name.
Access Information from the SWD Dashboard
- Login to the SWD application.
- Click on Truck Count to access information about today's trucks, including driver, commodity type, barrels dropped, start time and customer.
- Click on Barrels Dropped to access information about today's barrels dropped, including driver, commodity type, barrels dropped, start time and customer.
- Click on Pipeline Barrels to see daily totals for pipeline disposals, including pipeline name,amount, customer and well.
Create a Ticket
- Login to the SWD application.
- 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. 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.
- Select the trucking company.
- Enter the driver's name and truck number.
- Sign the form.
- Upload a photo.
- Click SUBMIT TICKET.
- After you submit the ticket, you will see the Truck Count and Barrels Dropped increase on the dashboard.
Enter a New Pipeline Reading
- Login to the SWD application.
- Click on Pipeline Reading.
- Select the pipeline name.
- Enter the new reading, which must be a greater number than the previous reading.
- Upload a photo, if desired.
- Click SUBMIT TICKET.
- Pipeline Barrels will appear on the dashboard after submission of the ticket.
Access Reports
- Login to the SWD application.
- Click on Reporting.
- Click on Tickets to see today's tickets, including ticket number, customer name, dollar amount and date/time.
- 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 to see today's charges, including invoice number, customer, invoice total and date.
