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WellEz Information Management, LLC Rig Supervisor User’s Guide

Rig Supervisor User’s Guide - WellEz Support Desk · WellEz Admin User’s Guide - Page 2 ... In the BHA input, the component fields used to create the BHA on the WBS are highlighted

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Page 1: Rig Supervisor User’s Guide - WellEz Support Desk · WellEz Admin User’s Guide - Page 2 ... In the BHA input, the component fields used to create the BHA on the WBS are highlighted

WellEz Information Management, LLC

Rig Supervisor User’s Guide

Page 2: Rig Supervisor User’s Guide - WellEz Support Desk · WellEz Admin User’s Guide - Page 2 ... In the BHA input, the component fields used to create the BHA on the WBS are highlighted

WellEz Admin User’s Guide - Page 2 www.wellez.com

Table of Contents

Introduction to WellEz ............................................................................................................................................ 2

A Brief Overview ..................................................................................................................................................... 4

Entering Data into WellEz ....................................................................................................................................... 8

Entering Data into WellEz - BHA ........................................................................................................................... 14

Entering Data into WellEz - Casing ........................................................................................................................ 17

Viewing M2E & RS Reports ................................................................................................................................... 21

Using the Excel Import Tool .................................................................................................................................. 22

Forgot your password? ......................................................................................................................................... 25

WellEz Support ...................................................................................................................................................... 26

Introduction to WellEz

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Introduction to WellEz

WellEz is an online reporting system that tracks daily reports for the lifecycle of a well. Users can login at wellez.com and enter daily drilling, completion, and workover reports. Please see a few important notes about WellEz below:

WellEz is currently compatible with Internet Explorer, Google Chrome, and Firefox. o WellEZ is optimized for use in Internet Explorer 9+

If rig users have a slow or unstable internet connection, they can use an offline version called WellEz Remote. Please have rig personnel contact WellEz Support if this is needed.

This user’s manual will explain how to setup your account. Each company contains a number of assets (ex: East Texas, South Louisiana, etc.). Inside each asset are a number of locations and wells. Inside each well, there are a number of jobs (ex: drilling, completion, workover, etc.). Please use the step by step user’s manual to create locations, assets, wells, and jobs in your WellEz account. We’ll also go over how to create new users and setup your reporting distribution list.

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Introduction to WellEz

Login to www.WellEz.com

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A Brief Overview

Once you are logged in you will see the “Select Well” menu. o Use the Well Search field to search for wells by name o Click the magnifying glass at the top of a column (Well name, Lease, Asset Name) to type in a search

value

Clicking “Adv Search” sorts the wells by job type and also allows you to filter based on additional criteria.

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Entering Data into WellEz

Selecting Well When logging into WellEz, users will first see the “Well List” screen, they must then select the correct well for data entry

Tip: Refer to page 5 of this users guide on how to find wells/jobs quickly

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Entering Data into WellEz

Selecting Job Next users must select which job

(If the job does not exist see pg 10)

Creating a Report Date (if the correct date does not already exist)

Click the “New Date” button – make sure date is correct!

Report dates should be created for the date the Report is due, not necessarily the date the activity occurred.

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Entering Data into WellEz After clicking “New Date” a calendar will appear and allow you to select the report due date

After you’ve created a report date, you’ll see all of the input fields in blue and reports in green/black

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Entering Data into WellEz

Fill out Job Level Forms The white forms at the top can only be filled in by a Company Admin or Asset Manager

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Entering Data into WellEz

Fill out Daily Report Forms

The daily report input forms (light blue) will be filled out by users on the rig

Entering Data into WellEz

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Entering Data into WellEz

After you click each new blue tab at the top of the page, your data will be saved. The “Exit (no save)” tab will take you back to the main menu without saving.

Time Log Section

You may click on the gear icon to add more lines or to remove the current line

Click on “Save” to save your data and remain in the current form OR click on “Save & Exit” to save your data and return to the main menu

The “Exit & Do Not Save tab will take you back to the main menu without saving

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Entering Data into WellEz

Costs Input Forms Costs can be entered into the daily cost box for the appropriate item. Certain cost items are expandable and can be itemized by clicking the + button. You can also change the name of these expandable items by clicking on the name.

After clicking the “+” to add a sub item you can then change the name of the sub item and enter the cost into the daily cost column. To add another item simply click “+”.

The “Exit & Do Not Save tab will take you back to the main menu without saving

Click on “Save” to save your data and remain in the current form OR click on “Save & Exit” to save your data and return to the main menu

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Entering Data into WellEz Vendors can be selected from the pick list in the Vendor column

Costs may be carried over each day by selecting the carryover box in the right hand column

Entering Data into WellEz

Checking the carryover box will add the daily cost/remarks/vendor information for this line item to all future report dates until the “carryover” box is unchecked

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Entering Data into WellEz - BHA

Adding a New BHA To add a new BHA, first open the BHA input form by clicking on the BHA input tab at the main menu.

Next, click the “Add New BHA” button to start a new BHA.

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Entering Data into WellEz - BHA

After clicking “Add New BHA”, a box will appear to enter required information about the BHA. The first dropdown is to either add a new BHA or copy the data from an existing BHA. The other required fields are for a BHA number and date the BHA is run. After you have filled those out, click “ok”.

Adding BHA Components Now that your new BHA is added, you can now add or remove components by hovering over the gear icon above the line you would like to add a compnent and click “Add” or “Remove”. (Note: You component list should start with the deepest most component)

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Entering Data into WellEz - BHA

BHA and the Well Bore Schematic The WBS (well bore schematic) at the main menu is automatically created by entered data. In the BHA input, the component fields used to create the BHA on the WBS are highlighted with gold text.

The bottom depth for the BHA on the WBS is entered in the Daily Ops input form in the field “BHA MD”. It is automatically populated by the depth entered in “TMD”, but can be manually changed.

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Entering Data into WellEz - Casing

Adding New Casing and Importing Casing Tally

Adding New Casing Strings To add a new Casing string, first open the Casing input form by clicking on the Casing input tab at the main menu.

Next, click the “Add New Casing” button to add a new casing string.

After clicking “Add New Casing”, a box will appear requesting you to select the type of casing you are adding. Select you casing from that dropdown and click “Ok”.

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Entering Data into WellEz - Casing

Adding Casing Components After adding the new casing, you now have the ability to manually add or import your casing tally from an Excel spreadsheet. To import your spreadsheet, click the “Import” button under the correct casing type. (Note: For more help on using the import tool, please reference the “Using the Excel Import Tool” section)

Casing components can also be manually added/removed by hovering over the gear icon above the line you would like to add a compnent and clicking “Add” or “Remove”.

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Entering Data into WellEz - Casing

Casing WBD Data and Auto Calculations

Casing WBS Data The WBS (well bore schematic) at the main menu is automatically created by entered data. In the Casing input, the fields used to create the Casing on the WBS are highlighted with gold text.

Casing Summary Auto Calculation At the top of the casing form is a summery section for that entire casing string. Certain fields can be set to auto-calculate based on the information entered in the casing tally section. Unchecking select fields will allow for manual entry.

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Entering Data into WellEz - Casing

Changing a Field’s Unit of Measurement Some fields in WellEz give you the ability to modify the recorded unit of measurement. These fields display the unit of measurement beside the field name, in parenthesis and underlined. Click on the unit of measurement to display a drop down of available units, and select the appropriate one.

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Viewing M2E & RS Reports To view a report for the current date, click the black/green button for the corresponding report, the report will then open in Microsoft Excel.

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Using the Excel Import Tool We have the ability to import data directly from excel spreadsheets into designated forms in WellEz.

Note: This feature only works for input forms with repeatable fields – meaning add/remove buttons are available.

Step 1

Opening the Input Form First navigate to the input form that you would like to import data to. This must be an input forms that contains repeatable fields where add/remove buttons are available. In this example, we will upload data into the Survey input form.

Once you are in the form you will notice an Import button at the top left of the form. If this import button is not available please contact WellEz support to have it enabled for the page.

Step 2

Uploading your Excel files After clicking on the Import button, you will be prompted to select the Excel file you want to import. Only Excel files type .xls & .xlsx are supported. Click “Choose File” to choose the file you want to upload into the system. Navigate to the location of your Excel file and click open to start the upload process.

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Using the Excel Import Tool

Step 3

Mapping in the Excel Import Designer

The system will upload your Excel file into the Import designer. Here we will map which data we want to import by linking the data in the excel file to the correct fields in WellEz.

1. Check that the correct worksheet is active. The tool will open the first worksheet in the Excel workbook by default, if your data exists on a different worksheet please select the correct worksheet from the pick list. (Highlighted in above picture)

2. Next define the range of rows were our data exists. In the below example the data starts on Row 11 and ends on Row 23. Note* The Excel Import tool will automatically default to the last row with data. If this is not updated you will receive an error when importing, ONLY enter the range of rows that have data skip any header rows on information at the top. (Highlighted Above)

3. You may check the “Overwrite existing data” box if needed.

4. Next click on each pick list and assign the item in the pick list that matches the data that should be imported.

Warning: You can only assign one field to one column

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Using the Excel Import Tool

Step 4

Starting the import process Once you have completed assigning your fields, start the import process by clicking the Start Import button.

(Shown on previous page)

Once the import tool has completed, the page will refresh and take you back to your input form. The data you selected will now be imported into your input form, as seen above. You MUST save your data by clicking on the “Save” or “Save & Exit” button.

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Forgot your password?

Step 1 Go to the WellEz Login Screen – Click “Forgot Password?”

Step 2 Under “Forgot Password?” Type in your Username

Step 3 WellEz will now send an e-mail to the address associated with your account containing a link to reset your password.

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WellEz Support

Available 24 hours a day, 7 days a week

1.281.584.9200 (Select Option 1 for Support)

Or send us an e-mail to [email protected]