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Scenario for Oil Well Management

A field administrator at an oil field service company receives a phone call from a customer, who requests an oil field service, such as a water haul. The administrator first looks up the information about the well that the service will be performed on. If the company has never performed work on that particular well, the administrator must set up the new well before proceeding.

For an existing well, the administrator locates the correct well in the Wells screen using fields such as the Account, County, API#, and Owner Well #. Once the well is located, the administrator creates a service request for the well. The Type, Area, and Subarea fields on the service request are used to capture information such as the line of business and service type.

After creating the Service Request header, the administrator selects an Activity Plan, which generates the specific work tickets or activities necessary to perform the work, which will be given to the dispatcher and field engineer. The work tickets include the skills required, recommended equipment and parts, and steps to complete the work.

Some more complex jobs, such as wireline or workover jobs, may also require order and order line item information to be captured. In this case, an Order is created from the service request. Order line items can then be captured.

The dispatcher receives the work tickets in the unscheduled activities queue on the Dispatch Board. As work tickets arrive, the dispatcher schedules the work tickets for the proper day and time to an available field engineer. The dispatcher may use the Assignment Score button on the dispatch board to evaluate the best skilled resources for a particular work ticket.

The field engineer performing jobs may use a mobile laptop or handheld computer. In either case, the engineer syncs the device before heading out from the field office for the day, which transfers all the engineer's activities for that day to the device. The engineer can view these activities using the My Activities view of the Activities screen. During the day, the field engineer will sync periodically to receive new work tickets and update the status of existing work tickets.

The field engineer uses the Activity screen to manage work tickets. When starting a new work ticket, the engineer changes the status to Enroute and travels to the site. To start the job, the engineer changes the status to In Progress, and clicks Start on the Time Tracker. While performing the job, the engineer may review information on the work ticket, such as steps, recommended equipment, and well information. After the job, the engineer may use the Time Tracker view of the work ticket to close out the time for the job, and then use the Auto-Invoice button on the Invoice view to generate an invoice for customer review and approval.