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Adding New Wells and Equipment

The oil field services administrator uses the Well screen to enter information about new wells and equipment.

When a customer calls with work on a well that the oil field services company has not worked on before, the oil field services administrator works with the customer to enter necessary information about the well and about the equipment at that well.

After this information is entered, employees of the oil field services company can use the Wells Explorer to view this information hierarchically. You can view the wells at each lease and the equipment at each well. The oil field services administrator is responsible for maintaining this hierarchy.

For more information about installing assets and setting up asset hierarchies, see the section about assets in Siebel Field Service Guide.

Before you add a new well, the lease for the well should be entered in the Well list. In most cases, the new well is at a lease where you are already working on other wells, so you do not have to add the lease. However, if this is a new lease as well as a new well, you must add the lease, as described in Adding New Leases

Adding New Wells

First, add information about the new well.

To add a new well

1. Navigate to the Wells screen.
2. Add a new record to the Well list.
3. In the Completion Type/Product field, select the type of well that this is.

   For example, you might select Oil Well, Gas Well, or Disposal Well.

4. Complete the other necessary fields in the Well list and the More Info form, as described in Fields of the Well List.

Attaching Wells to Leases

To allow employees to use the Wells Explorer to view leases and wells hierarchically, you must attach the well to a lease. Then the well will appear under this lease in the Explorer's hierarchy and in the Components view.

To attach a well to a lease

1. In the Well list, use a query to find the appropriate lease.
2. Click the Transactions view tab.
3. In the Transactions list, add a new record.
4. In the Asset/Well # field, click the select button, and use the dialog box to select the appropriate well.

Adding New Equipment

Add information about all the equipment at the new well that is relevant to the services you provide to this customer.

To add new equipment

1. Add a new record to the Well list.
2. In the Completion Type/Product field, select the type of equipment that this is.

   For example, you might select Artificial Lift or Casing.

3. Complete the other necessary fields in the Well list and the More Info form, as described in Fields of the Well List.
4. If this equipment has components or attributes, click Customize to specify more information about the equipment.

Attaching Equipment to Wells

To allow employees to use the Wells Explorer to view wells and equipment hierarchically, you must attach the equipment to a well. Then the equipment will appear under this well in the Explorer's hierarchy.

To attach equipment to a well

1. In the Well list, use a query to find the appropriate well.
2. Click the Transactions view tab.
3. In the Transactions list, add a new record.
4. In the Asset/Well # field, click the select button, and use the dialog box to select the appropriate equipment.

   Add all the equipment for this well.