SWD

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Revision as of 15:20, 23 February 2017 by Admin (Talk | contribs) (How To)

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Documention for SWD

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 oil companies where the commodities originate.
Disposal 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 operator, lease, field, well county code, well API number, and well lease number.
Pipelines
Customers
Clients of the disposal 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.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.
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 Organization as an 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.
  • Click OK 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.

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.
  • 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.
  • 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.