Trakload

Documention for Trakload

Staging website can be found at http://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 and are subscribers to the Trakload app.

Operator

These are the oil companies where the commodities originate.

Disposal Company

These are the dump sites that receive the commodities.

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

Pipelines

Direct line for disposal from the oil field to the dump site.

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 - TL. 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 Enroute, Deliveries Pending and Deliveries Completed.

User

These are individuals marked in their People record in the Permissions tab as Users for Application Role - TL. The dashboard will have an employee view that has all of the same features but a limited navigation bar with 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 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 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 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 - TL.
• Click OK to save the new user.

Add and Edit Information in Settings

Commodities

• Login to the Trakload application.
• To edit a commodity, click Settings, Commodities and the edit tag next to a specific commodity.
• You can change the Commodity Name, Price Per Barrel, Transport Hourly Rate or Demurrage Hourly Rate. Click SUBMIT to save changes.

Customers

• Login to the Trakload application.
• To edit a customer, click Settings, Customers and the edit tag next to a specific customer.
• Click on PRIMARY to enter information for the primary contact, including name, address, city, state, zip, phone, and email click SAVE.
• You can also change the commodity pricing for this specific customer and click SUBMIT.

Drivers

• Login to the Trakload application.
• To add a new driver, click Settings,Drivers, + New Driver.
• Enter the driver's first name, last name, mobile number and email address and click SUBMIT.
• The new driver will appear on the Driver List.
• To edit a driver, click the edit tag next to a specific driver; make necessary changes and click SUBMIT.

Owner Operators

• Login to the Trakload application.
• To add a new driver, click Settings,Owner Operators, + New Owner Operator.
• Enter the owner operator's first name, last name, mobile number and email address and click SUBMIT.
• The new owner operator will appear on the Owner Operator List.
• To edit an owner operator, click the edit tag next to a owner operator; make necessary changes and click SUBMIT.

Wells

• Login to the Trakload application.
• To add a new well, click Settings, Sites List, + New Well.
• Enter the API Region, API Number and Lease Number and click SAVE.
• The new well will appear in the list of wells.