SWD

Documention for Trakload

Staging website can be found at staging-trakload.sitefpo.com Admin staging website can be found at http://admin.staging-trakload.sitefpo.com

Terms

Transport Company

These are the trucking companies that transport the commodities.

Operator

These are the .

Disposal Company

These are the .

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 operator, lease, field, well county code, well API number, and well lease number.

Pipelines

Customers

Clients of the transport companies.

Drivers

Transport company drivers.

Roles

Admin

These are individuals marked in their People record in the Permissions tab as Admin for Application Role - SWD and/or Application Role - TL.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. For Trakload, the dashboard will have an Admin view with a navigation menu at the top that includes Create a Ticket, Settings and a link to SWD Tracker (if subscribed to that feature). There will be stat chips on the page that link to reports for details of Deliveries Enrout, Deliveries Pending and Deliveries Completed.

User

These are individuals marked in their People record in the Permissions tab as Users for Application Role - SWD and/or Application Role - TL.The dashboard will have an employee view that has all of the same features but a limited navigation bar with the following links for SWD: Home, Create a Ticket, Pipeline Reading and on Trakload a link for Create a Ticket. They will see the same stat "chips" that Admins see.

How To

Add a New Organization as a Trakload or SWD User

• Login to the Administrative site.
• Click on Manage Users, Organizations.
• Click ADD at the top of the screen.
• Enter all organization information on the Details tab.
• In the App Properties tab, specify the organization as Transport, Operator, or Disposal.
• Also in this tab, check SWD and/or TL, depending on which app the organization has subscriptions.
• Click OK to save the new organization.

Add a New User for an Organization as a Trakload or 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 and/or Application Role - TL.
• Click OK to save the new user.