Group Management: Field Rules

In This Article

In this article, you will find detailed instructions on how to successfully add specific field rules to your company's groups. 

What You Will Learn

    1. Navigate to Field Rules Tab

    2. Add Facility fields

    3. Add Wellsite fields

Who Should Use This

• Generator Super Users

Definitions

• A group: is a feature of WiQ that allows Superusers to create 'groups' for specific users and locations. These groups should align with the business operations of the company. They enable users to access location and ticket information relevant to their group without seeing all company information. Essentially groups act as a filter.
  • For example, a group of users in the 'Heavy Oil' division at a company only want to see ticket information and locations for their operating group. The Superuser will setup a group called 'Heavy Oil', add the users in that group, and attach the locations managed by the Heavy Oil group
• In operations, fields are geographic regions defined by the locations of reservoirs within the Province. Each field comprises the facility and wellsite locations associated with that reservoir. For example:
  • Well ID: 12345
  • Field: Swan Hills
  • Operator: XYZ Energy Inc.
  • Status: Active
  • Production: #
  • Lat/Long: XX.XX -XX.XX
  • Formation: Beaverhill Lake
  • Spud Date: 2018-01-01
  • Completion Date: X
    
• Petro Ninja is a mapping platform that captures the field data and ingests this data into WiQ. 
• Field Rules: A function of WiQ that allows Superusers to automate the addition of a location to a group setup in WiQ. Setting up field rules automates the process of adding new locations to a group, so Superusers do not have to manually enter location information every time a new location is created. 
  • For example, when a field rule is in place and  a customer drills a new well in the Swan Hills region, this location is added to Petro Ninja data. WiQ then pulls in the location and adds it to the 'Heavy Oil' group.
• To setup a Field Rule, follow the instructions below

Instructions

1. Navigate to the Groups Section

• From the main page, click 'Profile' and 'My Company' to navigate to the Company Management page. Select the Groups section

• Ensure you have created a group before setting up a Field Rule.

• Navigate to the 'Field Rules' tab and select the 'Group Name' dropdown menu. Here you can select the group you for which you would like to add a Field Rule.

2.    Add Field Rules for Facilities

• Click the 'Facilities' Tab
• From the Available Field list, choose which Field(s) you would like to assign.
  • Use the Search function to locate a particular field

• Click the + to add to the Assigned Fields list. Continue adding until all required fields are added. 

3.    Add Field Rules for Wellsite

• Click the 'Wellsites' Tab
• From the Available Field list, choose which Field(s) you would like to assign.
  • Use the Search function to locate a particular field
• Click the + to add to the Assigned Fields list. Continue adding until all required fields are added. 

5.    Remove Field Rules

• To remove a field from the 'Assigned Fields' list, click (-) beside the field name.
• This will remove the location from the Field Rule

Conclusion

Congratulations! You have successfully assigned Field Rules to your company groupings.

Additional Support

Can’t find what you’re looking for? Send our Customer Success team a request for additional support: Call us 1.833.639.0947, Text us 1.587.817.0455, Email us support@wiqtech.com.