WellView ®

SASBU Master Training Guide

WellView Master Training Guide – Table of Contents
Chapter 1 – Accessing WellView
1.1 Citrix Access (Most Office-Based Users) ............................................................................... 1-1
1.2 Stand-Alone Installation (Most Field-Based Users) ................................................................ 1-5
1.3 Stand-Alone Installation Using a Memory Stick (Some Field Users) ....................................... 1-6

Chapter 2 – Quick Start Guide

2.1 Open a Well .......................................................................................................................... 2-2
2.2 Edit a Well ............................................................................................................................ 2-5

Chapter 3 – Basic WellView Functionality

3.1 Well Explorer Menus and Toolbars ........................................................................................ 3-1
3.2 Well Folders.......................................................................................................................... 3-2
3.3 Search Well Header Fields (Quick Queries) ........................................................................ 3-12
3.4 Edit Data Overview ............................................................................................................. 3-13
3.5 Synchronize Well Files ........................................................................................................ 3-14
3.6 View Multi Well Reports ...................................................................................................... 3-15
3.7 Add-Ins ............................................................................................................................... 3-16
3.8 Single Well Functionality ..................................................................................................... 3-17
3.9 Edit Data............................................................................................................................. 3-29
3.10 Audit Data........................................................................................................................... 3-53
3.11 Folder and Field Help .......................................................................................................... 3-54

Chapter 4 – Well Planning

4.1 About Planned Data .............................................................................................................. 4-1
4.2 Start WellView ...................................................................................................................... 4-2
4.3 Create a New Well ................................................................................................................ 4-4
4.4 Enter Job Details................................................................................................................... 4-9
4.5 AFE/WBS ........................................................................................................................... 4-19
4.6 Rig/Unit............................................................................................................................... 4-20
4.7 Job Drill Bits and Drill String/BHA ........................................................................................ 4-22
4.8 Casing Strings .................................................................................................................... 4-23
4.9 Geological Evaluation, Logs and Cores ............................................................................... 4-25
4.10 Completions Planning ......................................................................................................... 4-26
Chapter 5 – Field Operations
5.1 Drilling .................................................................................................................................. 5-4
5.2 Completions........................................................................................................................ 5-42
5.3 Well Services ...................................................................................................................... 5-69

Chapter 6 – Well Synchronization

6.1 Well Retrieval........................................................................................................................ 6-2
6.2 Well Synchronization........................................................................................................... 6-11
6.3 Sync Troubleshooting – Error Messages ............................................................................. 6-19

Chapter 7 – Troubleshooting, Tips and Tricks

7.1 Tips and Tricks ..................................................................................................................... 7-1
7.2 Troubleshooting .................................................................................................................... 7-7
7.3 Gotchas! Quick Reference .................................................................................................. 7-36

Chapter 8 – Advanced WellView Functionality

8.1 Query Templates .................................................................................................................. 8-1
8.2 Multi Well Reports ................................................................................................................. 8-6
8.3 Schematics ........................................................................................................................... 8-7
8.4 Add-Ins ............................................................................................................................... 8-16
8.5 Copying Field Names .......................................................................................................... 8-16

Chapter 9 – Reports
9.1 View Reports ........................................................................................................................ 9-1
9.2 Design Single Well Reports................................................................................................... 9-6
9.3 Design Multi Well Reports ................................................................................................... 9-52

Chapter 10 – Appendices
10.1 Add-Ins ............................................................................................................................... 10-1
10.2 Data Audit Reports............................................................................................................ 10-48
10.3 Checklists ......................................................................................................................... 10-52
10.4 Multiple Wellbores............................................................................................................. 10-56
10.5 Offline Activities ................................................................................................................ 10-66
Chapter 1 – Accessing WellView
1.1 Citrix Access (Most Office-Based Users) ............................................................... 1-1

1.2 Stand-Alone Installation (Most Field-Based Users)................................................ 1-5

1.3 Stand-Alone Installation Using a Memory Stick (Some Field Users) ...................... 1-6
Close out the Memory Stick................................................................................................ 1-10
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 Chapter 1 – Accessing WellView

Chapter 1 – Accessing WellView

There are multiple ways to initiate the WellView application. The way a user accesses WellView
will depend on the SBU and the functional role of each user. This chapter describes the access
methods available for different users.

1.1 Citrix Access (Most Office-Based Users)

1. Open the Internet Explorer browser.

2. Type http://netgil.chevron.com in the address bar.

3. Select the NetGIL site location from the dropdown menu. This is typically the location
closest to the user’s geographic location.

Figure 1-1: NetGIL Site Selector

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4. Enter your SmartBadge PIN and click OK.

Figure 1-2: Confirm SmartBadge PIN

5. Select the appropriate Drilling Engineering Desktop folder.

Figure 1-3: Select SBU/location folder

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6. Select the WellView application icon.

Figure 1-4: Select WellView icon

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7. Confirm your SmartBadge PIN and click OK.

Figure 1-5: Confirm SmartBadge PIN

The application will open to the database selection window.

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1.2 Stand-Alone Installation (Most Field-Based Users)

1. Double-click the WellView icon on your desktop. The Open Database dialog
window will appear.

2. Select Access for the database type.

3. Verify the database file name is wv3.10 Database.mdb.

4. Click the Open button.

Figure 1-6: Select database settings

5. When WellView opens, check the window title bar to verify that the application is
referencing the correct database.

Figure 1-7: Confirm database name

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1.3 Stand-Alone Installation Using a Memory Stick

(Some Field Users)
Some field users may need to use a database stored on a memory stick with their stand-alone
installations of WellView. To access a database using a memory stick:

® ®
1. Insert the Kingston DataTraveler Secure Privacy Edition (DTSP) memory stick into a
USB port on your PC.

2. If you receive a message asking you to restart your computer, click No.

Figure 1-8: System reboot prompt

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3. When the DataTraveler login window appears, enter the password for the memory
stick.

4. Click the Login button.

Figure 1-9: DataTraveler login window

5. When the login process for the memory stick is complete, an icon will appear in the
system tray and the device will be available for use.

Memory stick icon

Figure 1-10: System tray with memory stick icon

6. Double-click the WellView icon on your desktop to launch WellView.

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7. Select Change Database from the File menu. The Open Database window will
appear.

Figure 1-11: Select Change Database from the File menu

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8. Select Access for the database type.

9. Click the Browse… button to search for the correct database located on
the memory stick.

10. Choose “f:\wv3.10 Database Shared.mdb” as your database. (The drive letter may
vary depending on which USB port the memory stick is plugged into.)

Figure 1-12: Select Access for the database type, and browse for the database file

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11. Check the window title bar to verify that WellView is referencing the correct database
(Figure 1-13).

Figure 1-13: Confirm database name

Close out the Memory Stick

Warning! When accessing a WellView database using a secure memory stick, users must “close out”
their memory sticks prior to removing them from their USB drives. Failure to do so may corrupt the data
on the memory stick.

To close out a memory stick:

1. Close the WellView application.

2. Right-click the DT Secure icon in the system tray (Figure 1-14).

Figure 1-14: DTSecure icon in system tray

3. Click Shut Down. A dialogue box will appear, confirming the shutdown (Figure 1-15).

Figure 1-15: Confirm memory stick shutdown

4. Click OK to confirm the shutdown. You will receive a prompt to remove the memory
stick when it is safe to do so.

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Chapter 2 – Quick Start Guide
2.1 Open a Well ......................................................................................................... 2-2

2.2 Edit Well Data ...................................................................................................... 2-5

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 Chapter 2 – Quick Start Guide

Chapter 2 – Quick Start Guide

Welcome to WellView Version 8.1. This manual outlines the core functionalities of WellView,
and provides workbook examples commonly associated with specific job functions.

This Quick Start Guide provides an overview of the basic functionalities of WellView for well
operations personnel.

Disclaimer: The data in this workbook is fictional and in no way attempts to replicate normal operations
or cover all possible data input scenarios.

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2.1 Open a Well

1. Open WellView. The Open Database window will appear.

2. Select a database and enter your login credentials. The Well Explorer window will
open (Figure 2-1). This window displays all of the available wells in the specified
database.

3. Select a well from the well list on the right side of the window.

Select a well

Figure 2-1: Select a well

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4. Click the Open button (Figure 2-2) or double-click the well name.

Click Open

Figure 2-2: Open a well file

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5. Select the Reports tab. The reports names will display on the left side of the window
(Figure 2-3).

Select the
Reports tab

Select a report

Figure 2-3: Select a report

6. Click the expansion icon next to a folder to expand it.

7. Select a report name. The full report will display in the right side of the window.

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2.2 Edit Well Data

1. Double-click a field on the report to open the Edit Data window. The cursor will appear
in the same field in the table (Figure 2-4).

Or

2. Click the Edit Data button to go to the first field in the table.

Double-click a field

Figure 2-4: Edit Data window

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3. The Edit Data window contains the subject area folders on the left side of the window
and data entry fields on the right side (Figure 2-5). Type in a field to add or change the
data, or click the lookup button to select data from a list of valid field entries (lookup
list).

Click the lookup

button to view
the lookup list for
the field

Or type in the field

to add or edit data

Figure 2-5: Edit a well file

Note: Most dropdown menus included in WellView are read-only. If you require an addition to
any lookup list, please contact your SBU WellView data quality analyst (DQA).

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4. Click the Save and Exit button to save changes and exit the
WellView Explorer window (Figure 2-6).

Click Save and Exit

Figure 2-6: Exit the WellView Explorer window

Congratulations! This completes the Quick Start editing process.

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Chapter 3 – Basic WellView Functionality
3.1 Well Explorer Menus and Toolbars ....................................................................... 3-1
Review the Well Toolbar....................................................................................................... 3-1
Choose Commands from Shortcut Menus ............................................................................ 3-2

3.2 Well Folders ......................................................................................................... 3-2

Recently Opened Wells ........................................................................................................ 3-2
My Wells............................................................................................................................... 3-2
Add a Well to the My Wells Folder ....................................................................................................3-3
Remove a Well from the My Wells Folder.........................................................................................3-4
All Wells ............................................................................................................................... 3-5
Group Wells ......................................................................................................................... 3-5
Add and Edit a Well Group ................................................................................................................3-5
Remove a Well Group .......................................................................................................................3-7
Well Lists .............................................................................................................................. 3-8
Select All Wells .................................................................................................................... 3-8
Change Well List Columns ................................................................................................... 3-9
Freeze Columns ..............................................................................................................................3-10
Wrap Text ........................................................................................................................................3-10
Sort Wells ........................................................................................................................................3-10
Copy a Well List...............................................................................................................................3-10

3.3 Search Well Header Fields (Quick Queries) ........................................................ 3-12

3.4 Edit Data Overview ............................................................................................. 3-13

3.5 Synchronize W ell Files ....................................................................................... 3-14

3.6 View Multi Well Reports ...................................................................................... 3-15

3.7 Add-Ins............................................................................................................... 3-16

3.8 Single-Well Functionality..................................................................................... 3-17

Reports............................................................................................................................... 3-17
Retrieve Report Information ............................................................................................................3-17
Reports Tab .....................................................................................................................................3-18
Report View Menu Bar ....................................................................................................................3-19
Edit Report Data ..............................................................................................................................3-20
 Copy a Report .................................................................................................................................3-20
Print a Report ..................................................................................................................................3-21
Customize Reports ..........................................................................................................................3-22
Schematics ......................................................................................................................... 3-22
Retrieve Schematic Information ......................................................................................................3-22
Review the Schematic Tab..............................................................................................................3-23
Enter Schematic Data .....................................................................................................................3-24
Select Data to View .........................................................................................................................3-24
Zoom In or Out on a Schematic ......................................................................................................3-24
View Additional Information .............................................................................................................3-25
Edit Schematic Data ........................................................................................................................3-26
Copy a Schematic ...........................................................................................................................3-26
Print a Schematic ............................................................................................................................3-26
Schematic Templates ......................................................................................................................3-27
History Player ..................................................................................................................................3-28

3.9 Edit Data ............................................................................................................ 3-29

Edit Data Window ............................................................................................................... 3-29
Select Folders .................................................................................................................... 3-30
Enter Data .......................................................................................................................... 3-31
Navigate Between Data Records........................................................................................ 3-33
Move Between Fields ......................................................................................................................3-33
View All Available Records .............................................................................................................3-33
Change the Editing View .................................................................................................... 3-34
Horizontal Edit Mode .......................................................................................................................3-34
Vertical Edit Mode ...........................................................................................................................3-35
Records .............................................................................................................................. 3-36
Add a New Record ..........................................................................................................................3-36
Copy and Paste Record Data..........................................................................................................3-36
Duplicate a Record ..........................................................................................................................3-36
Copy Data to the Clipboard .............................................................................................................3-37
Paste Data From the Clipboard.......................................................................................................3-37
Delete a Record ................................................................................................................. 3-38
Change the Order of Records ............................................................................................ 3-38
Add Records to the Top...................................................................................................... 3-39
Invert Record Components................................................................................................. 3-39
Undo Changes ................................................................................................................... 3-40
Spell Check ........................................................................................................................ 3-40
Save a Record.................................................................................................................... 3-40
 Show All Folders ................................................................................................................ 3-40
Show All Fields ................................................................................................................... 3-41
View System Fields ............................................................................................................ 3-41
Lock Records ..................................................................................................................... 3-41
Calculate Data .................................................................................................................... 3-42
Automatically Calculate Fields ........................................................................................................3-42
Lookup Lists ....................................................................................................................... 3-43
Lookup List Library ..........................................................................................................................3-43
Group Data ......................................................................................................................... 3-45
Filter the Library ..............................................................................................................................3-46
Sort the List .....................................................................................................................................3-46
WellView Calendar ............................................................................................................. 3-47
Look up Associated Data.................................................................................................... 3-49
Attachments ....................................................................................................................... 3-50
Add an Attachment ..........................................................................................................................3-50
Edit an Attachment ..........................................................................................................................3-51
Delete an Attachment ......................................................................................................................3-52

3.10 Audit Data .......................................................................................................... 3-53

Audit Multiple Wells ............................................................................................................ 3-53

3.11 Folder and Field Help ......................................................................................... 3-54

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 Chapter 3 – Basic WellView Functionality

Chapter 3 – Basic WellView Functionality

This section provides the basic information needed to begin working in WellView.

3.1 Well Explorer Menus and Toolbars

Every action WellView performs is a command. Commonly used commands display as buttons
on the toolbar. The user can choose a command from a menu or use shortcut keys and
shortcut menus.

Review the Well Toolbar

The Well Explorer toolbar (Figure 3-1) contains several commands.

Figure 3-1: Well Explorer toolbar

Table 3-1 identifies and describes these toolbar functions.

Table 3-1: Well toolbar functionality

To Do This Click This Button

Open the selected well to view reports or schematics Open

Open the Edit Data window to make changes to well records Edit Data
Check that fields meet minimum or maximum values Data A udit
Run a report on more than one well Multi Well Reports
Exchange well file information between WellView databases Sync Data
Start an external application Add-Ins
Access the online help for the application Help

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Choose Commands from Shortcut Menus

When changing well list properties or adding a well group, users can select access commands
from shortcuts menus. To display the shortcut menu, right-click in the left side of the Well
Explorer window.

To display a second shortcut menu, right-click in the right side of the Well Explorer window.

The shortcut menu includes commonly used commands listed on the toolbar File menu. Some
of the commands on this menu are well specific (i.e., editing or deleting a well). To activate a
well specific command, select the required well before opening the shortcut menu.

3.2 Well Folders

The WellView folder option provides different ways of viewing wells in a database. Users can
view all of the wells in a database, or only wells most commonly used. In addition, each user
can create a group folder to group wells by fields in the well header record.

Figure 3-2: Well Folder Options

Recently Opened Wells

The Recently Opened Wells folder lists the last 20 wells opened in WellView. WellView
maintains this list automatically.

My Wells
The My Wells folder is similar to a Favorites folder. When installing WellView, the list of wells
in this folder is blank. However, users can customize the list to include commonly used wells.

Note: The My Wells shortcut list is saved and viewed per user, per machine.

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Add a Well to the My Wells Folder

To quickly find frequently used wells, add a well from the All Wells folder or the Recently
Opened Wells folder, or add grouped wells folders to the My Wells folder. Adding a well to the
My Wells folder creates a shortcut link to the well. The My Wells list can contain up to 100
wells.

Note: The well will always appear in the All Wells list, regardless of whether it appears in any of the
other well folders.

To add a well to the My Wells folder:

1. Right-click the well name.

2. Select Add to My Wells.

Tips: To select a group of well names in consecutive order, select the first well, hold down the Shift key
and select the last well in the group. This will select the first and last wells, and all wells between the
two.

Right-click any of the selected wells and select Add to My Wells. All selected wells will be added to the
My Wells folder.

To select a group of non-consecutive wells:

1. Hold down the Ctrl key and click each well name to be added to the My Wells list.

2. Right-click any of the selected wells and select Add to My Wells.

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Remove a Well from the My Wells Folder

To remove a well from the My Wells folder:

1. Open the My Wells folder.

2. Right-click the well name to be removed from the list.

3. Select Remove from My Wells.

Warning! Do not select the Delete command to remove a well from the My Wells folder. The Delete
command will delete the entire well from the database, not just the link to it.

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All Wells
The All Wells folder contains a list of all of the wells in the database. If a large number of wells
exist in the database, then loading the list for this folder may take longer than normal time to
load. Use the Recently Opened Wells or My Wells folder to reduce the number of wells listed
and save loading time.

Group Wells
Grouping wells allows organization of wells according to uses, such as location, status or type.
Well files are grouped by fields in the well header record. For example, group wells by country
and then by state or province. After a well group is created, a folder displays for each of the
group levels in the left side of the Well Explorer window. Users can modify or remove an
existing well group.

Figure 3-3: Well Grouping Wells File Structure

Add and Edit a Well Group

When adding and editing well groups in WellView, the following options are available:

 Group wells by any field in the well header record

 Create up to four well groups

 Sort wells in each group level in either ascending or descending order

 Display a well list for each of the well group levels or just the last level

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To add or edit a well group, follow the instructions below:

1. Right-click the left side of the Well Explorer window and select Group by Properties
(Figure 3-4).

1
2 3

*
5

Figure 3-4: Add or Edit Well Group Dialogs Window

2. Select the field to group wells by.

3. Specify the sorting preference (ascending/descending).

4. Add additional grouping criteria as needed and specify sorting preferences for each
(ascending/descending).

5. Click OK.

* Note: Click the Show wells in lowest group only check box to display a well list only for the last
group of wells

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Remove a Well Group

To remove a well group, follow the instructions below:

1. Right-click in the left side of the Well Explorer window and select Group by Properties
(Figure 3-5).

1
2

3 4

Figure 3-5: Remove Well Group window

2. Select <none> in the Group Wells by dropdown list to remove a specific group or

3. Click the Clear All button to remove all of the groups.

4. Click OK.

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Well Lists
When a user selects a well folder, the list of available wells in the folder displays on the right
side of the Well Explorer window. A well list is made up of rows, and each row provides
information on a specific well file. Users can change the fields that display in the rows or sort
the well list by specific columns. Users can also copy the list and paste it into another program
for further review or analysis.

Select a row in the well list to open, edit or delete a well.

Select All Wells

To highlight all wells in the well list, right-click the well list and select All Wells.

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Change Well List Columns

By default, the Well Name and API/UWI fields display in the well list. Users can change the
default columns in the well list, as well as the column order.

To change the columns displayed in the well list:

1. Right-click the left side of the Well Explorer window and select Well List Properties.

2. Double-click a column name in the Available list (Figure 3-6) to add a column.

2 3

4 5

Figure 3-6: Changing Well List Columns

3. Double-click the column name in the Displayed list field to remove a column if needed.

4. Click the Word Wrap check box to display items in the well list using wrapped text, if
needed.

5. Click the Show Well Symbol check box to display well icons, if required.

6. Enter the number of columns to freeze in the Frozen Columns field, if required.

7. Click OK.

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Note: The column order in the well list is based on the order of items in the Displayed list. Select an
item in the Displayed list and click the up and down arrow buttons to rearrange the items in the list and
change the column order.

Freeze Columns

To view a large number of fields in the well list and to keep one or more of the left most
columns in view while scrolling, enter the number of columns to freeze in the Well List
Properties window.

Wrap Text

Display long lines of text in a field by using the Word Wrap feature. Remember the wrapped
text will change the height of the rows in the well list.

Sort Wells

Sort the well list by any of the available columns. When clicking a column heading in a well list,
the records in the column are sorted in ascending order. Click the column heading again to sort
the records in descending order.

Copy a Well List

Users can copy lists of wells and paste them into an external Windows application, such as
Microsoft Excel, for further analysis. When a user copies a well list, the fields and field
headings from the well list for the selected folder are copied to the Clipboard. From there, the
user can paste the clipboard contents into any Windows-based program.

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To copy and paste a well list:

1. Select the appropriate folder in the left side of the Well Explorer window (Figure 3-7).

Figure 3-7: Copy and paste well list

2. Right-click the right side of the Well Explorer window, and select Copy Well List.

3. Click OK after the well list is copied to the clipboard.

4. Open the Windows program where the information will be copied.

5. Click the Paste button. The well list will appear in the Windows program selected.

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3.3 Search Well Header Fields (Quick Queries)

To search for a well by name, location or other identifying information, use the Quick Query
function in WellView. A query will return well lists which have a sp ecific value in the well header
fields.

To find a well using the Quick Query feature:

1. Select Quick Query in the left side of the Well Explorer window (Figure 3-8).

1 3
4

Figure 3-8: Quick Query dialogue screen

2. Select the required field from the Look in dropdown menu.

3. Click the lookup button next to the Look for field, select the appropriate criteria
from the Database Lookup list and click OK. Or type a full or partial value in the Look
for field.

4. Click the Refresh button. WellView will display a list of wells meeting the specified
search criteria in the bottom right side of the Well Explorer window.

5. Open or edit the returned wells as needed.

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3.4 Edit Data Overview

The Edit Data function in WellView allows users to make changes to a well file. To access the
Edit Data feature:

1. Select the required well from the well list in the Well Explorer window.

2. Click the Edit Data button on the toolbar.

Tip: When viewing a report or schematic for a well, double-click a field on the report or schematic to
access the applicable subject area in the Edit Data window.

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3.5 Synchronize Well Files

Well synchronization is the process of exchanging data and matching well file information
between WellView databases. This process helps maintain consistency of content in a well file
stored locally on a user’s computer and centrally on a server.

Synchronization is not dependent on database type. For example: Users can synchronize an
Access database used to store data locally with an Oracle database used to store WellView
data on the server. Additional information about Synchronization is available in Chapter 6 –
Well Synchronization.

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3.6 View Multi Well Reports

To view reports for a group of wells, access the Multi Well Reports feature from the Well
Explorer window. The multi well reports allow users to run reports for a group of wells.

Tip: To select a group of wells quickly, use the Quick Query tool, query templates, or the Group by
folders feature.

To view multi well reports:

1. In the Well Explorer window, select the wells to be included in the report (Figure 3-9).

2. Click the Multi Well Reports button . The Multi Well Reports
window will appear.

3. Select a report from the list. The report will appear in the right side of the window.

Figure 3-9: View multi well reports

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3.7 Add-Ins
Add-ins are extensions of the WellView application which provide additional functionality for
inputting and/or outputting data. Add-ins are available on the toolbar when viewing wells in the
Well Explorer window or when viewing a single well report or sch ematic.

To use an add-in:

1. Click the Add-ins button .

2. Choose a command from the list.

For additional information about using add-ins, refer to Chapter 10 - Appendices.

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3.8 Single Well Functionality

Reports
Users can view and print a variety of reports in WellView. Reports update automatically when
users add or edit well data. Pre-defined reports and customizable reports are available. Users
can also configure batch reports to run at specified times.

Retrieve Report Information

Users can view and print WellView data reports using the Reports tab. To view reports for a
well:

1. Select a well in the well list.

2. Click the Open button.

3. Click the Reports tab.

To view a group of reports:

1. Select multiple wells from the well list.

2. Click the Open button.

3. Choose from the list of wells when viewing reports.

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Reports Tab

When selecting a report from a report folder, the report displays in the right side of the
WellView Explorer window (Figure 3-10). Following Figure 3-10 is a list of descriptions for
functions in the WellView report tab feature.

A
B

C F G H I J K

M
1

Figure 3-10: WellView Report tab

Table 3-2: WellView Report tab functionality

Field Function Field Function

A If more than one well is selected, H Select the report page to be viewed.
choose a well from the list.
B Click the "Close" button to close the I Select the percentage to be
well. magnified the report by
C Click the "plus sign" to expand a J Click the Print button to print the
report folder report.
D Click the minus sign to collapse a K Click the Refresh button to update
report folder. the report with any recent changes
E Select a report to display it in the L Hide the reports tree by dragging the
right side of the window column to the left.
F Select a subject area from the li st M Double-click a report field to open
boxes. Subject areas vary the corresponding record in the Edit
depending on the report. Data window
G Click the New button to add a new
record to the current subject area.

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Report View Menu Bar

Figure 3-11: Report view menu bar

Select a Report
To open a report, select a name from the folder list. When a report is grouped by different
subject areas, the available subject areas display in list fields on the Report toolbar. For
example, the information for daily drilling reports is grouped first by jobs and then by daily
operation reports.

To view the required report, select the required job from the Jobs list field and then select the
daily drilling report from the Daily Operation Reports list field.

Add a New Record

To add a new record to the currently selected subject area, click the New button. The Edit Data
window will open to the subject area where a record can be added.

For example, to view a daily operation report for 6/2/2000 in the drilling job, click the New
button to add a report for the next day.

View a Specific Page

When a report has more than one page, select the required page from the Page list field to
view specifically.

Zoom
To magnify or zoom in on part of the report, select the percentage you want to magnify the
report by from the Zoom In/Out field.

Refresh Report Data

Click the Refresh button to refresh reports and show the most current data.

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Edit Report Data

When double-clicking in a field or the Edit button on a report, the corresponding record opens
in the Edit Data window to allow quick error correction.

When accessing the Edit Data window from the report by default, only the applicable subject
area folders are shown on the left side of the window.

To display all fields in the Edit Data window, click Show All Fields.

Note: A green field indicates calculated data, and several different input fields may be required to
generate the calculation. Green fields are not editable.

When closing the Edit Data window, the updated information displays on the report.

Copy a Report

When copying a report, the report is copied to the clipboard. Paste the clipboard contents into
any Windows-based program. The report is copied as a picture and cannot be edited.

To copy a report:

1. Select the required report

2. Right-click in the right side of the Report tab and choose Advanced from the shortcut
menu.

3. Select Save As Bitmap.

4. Paste the report into a Windows-based program.

Note: Copying a report works from the Report tab only.

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Print a Report

When printing a WellView report, the Windows default printer is selected. If necessary, change
the default before printing report. Chose to either print the current page or all pages for multi-
page reports and some or all of the reports for the template. For example: If a BHA report has
10 assemblies, print either all of the assemblies or select specific assemblies to print.

To print a report, complete the following steps:

1. Click the Print button.

2. Click the Properties button to change the printer settings, if needed.

3. Specify the number of copies to be printed.

4. In the Print Range field, choose to print the current page only or all pages.

5. Choose either all reports for this template to print or only selected reports.

6. For printing Select reports for this template, select all items in the field to be printed.

7. Click Print.

To create a PDF document:

1. Click the Print button.

2. Click the down arrow to change the printer name to WIN2pdf.

3. Click OK.

4. In the Print Range field, choose to print the current page only or all pages.

5. Choose either all reports for this template to print or only selected reports.

6. For printing Select reports for this template, select all items in the field to be printed.

7. Click Print.

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Customize Reports

Users can create customized reports using any of the fields in the WellView database. To learn
about customizing reports, contact your SBU WellView DQA.

Schematics
The schematic gives a representation of downhole data. The appearance of the schematics
can be customized. Users can choose to view a specific event date in the history of the well
and view actual and proposed data.

Retrieve Schematic Information

To view schematics for a well, select a well in the well list, click the Open button, and then
select the Schematic tab.

To view the sch ematic for more than one well, select multiple wells from the well list, and click
the Open button. Choose from the returned list of wells when viewing the schematic.

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Review the Schematic Tab

The schematic will display according to the preset template (Figure 3-12).

A
B

F
C D E

I
J

Figure 3-12: WellView Schematic View

Table 3-3: WellView Schematic Functionality

Field Function Field Function

A If more than one well is selected, choose F Click the history player button to view
a well from the list. downhole items on specific dates.
B Click the Close button to close the well. G Click a column boundary to change the
column widths.
C Select a wellbore for wells having H Right-click the sc hematic to display a
multiple wellbores. menu. From the menu, choose the Zoom
commands and templates.
D Select a job for wells having multiple I Click an item to display additional
jobs. information.
E Select a da te. J Double-click an item to open the
corresponding record in the Edit Data
window.

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Enter Schematic Data

WellView uses the information entered into well file subject areas to generate the schematic.
Only items from downhole subject areas are drawn on the schematic. Wellbores, formations,
casing strings, and tubing strings are some examples of downhole subject areas. Table 3-4
summarizes the information required by WellView to draw a wellbore schematic.

Table 3-4: Schematic Functionality

Field Type Sample Fields

Dates & Times Run Date, Date Pulled, Start Date, End Date - and associated times
Depths Bottom or Set Depth, Top Depth, Bottom Depth
Lengths Top Depth, Bottom Depth, Length
Diameters Nominal OD, Nominal ID, Bit Size
Ico ns All icon fields; wellbore, cement, perforations, drill stem tests, cores, and
zones are automatically drawn on the schematic.

Select Data to View

Most items in the well file can be linked to a specific wellbore. WellView displays the schematic
for only one wellbore at a time. If multiple wellbores exist for a well (for example, the original
hole and a sidetrack), select the wellbore to display the schematic for the wellbore. For
sidetracks, WellView shows the wellbore selected, from total depth to the wellhead. Wellbores
are drawn vertically.

Since the cost, depth, and drilling parameters are all job specific, select the required job to
display the sch ematic properly. Schematics are viewable by date and time.

Zoom In or Out on a Schematic

To see the schematic in more detail, zoom in on an area of the sch ematic diagram. To zoom in:

1. Right-click in the schematic window.

2. Select Zoom In from the menu. The mouse pointer changes to a magnifying glass.

3. Click and drag over the area requiring more detail.

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Note: Zoom in more than once to magnify the area to approximately three feet or one meter.

To zoom out:

1. Right-click in the schematic window.

2. Select Zoom Out.

To view the full schematic:

1. Right-click in the schematic window.

2. Select Zoom Full.

View Additional Information

Click and hold on an icon on the sch ematic and a text box will display additional information
about the downhole item.

Click and hold an item i n

the schematic to view
more information about
the component.

Figure 3-13: View additional information

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Edit Schematic Data

Double-click an icon on the sch ematic and the corresponding record opens in the Edit Data
window so data can be quickly edited. Close the Edit Data window, to view the updated
information on the schematic.

Copy a Schematic

When copying a schematic, all of the items (icons and annotations) visible on the schematic are
copied to the clipboard. Paste the clipboard contents into any Windows-based program.

To copy a schematic:

1. Right-click in the schematic

2. Select Copy Schematic from the menu.

Print a Schematic

WellView does not allow printing of schematic diagrams from the Schematic window. To print a
schematic, copy the schematic, paste it into another application, such as Microsoft Word or
Excel, and print from the application. Another alternative is to print the Schematic Current
report, which shows the current view of the schematic.

To print a sch ematic:

1. Select the Schematic Current report.

2. Right click on the report.

3. Choose Advanced from the shortcut menu.

4. Click Save As Bitmap.

5. Paste the sch ematic into a Windows-based program.

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Schematic Templates

WellView provides many choices for the type of data to view in a schematic. Users can set up a
standard list of settings in the schematic templates, which give various layouts to describe the
data.

Choose a Template
Chevron has a series of schematic templates set up for use. Select a template from the list to
provide different views of the data. To choose a template, complete the following steps:

1. Right-click in the sch ematic and select Templates from the menu bar.

2. Select a template from the list.

3. Click Preview to view the template change.

4. Click OK.

4 3

Figure 3-14: Choose Template Dialog Window

The schematic window is refreshed to show the information as it has been set up in the
template.

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History Player

The history player allows users to automatically view the chronological changes made to
downhole items.

A C E

B D F

Table 3-5: Schematic History Player Functionality

Button Function
A Click the "AutoPlay" button to automatically scroll through the schematics for each available date.
B Click the "Pause" button to pause the "AutoPlay" on a specific date.
C Click the "First" button to view the schematic for the first available date.
D Click the "Previous" button to view the schematic for the previous date.
E Click the "Next" button to view the schematic for the next date.
F Click the "Last" button to view the schematic for the last available date.

History Player Settings

To continuously cycle through the days:

1. Right-click in the Schematic window.

2. Select Advanced > Loop Play from the menu.

3. Select Loop Play again to stop the history player from repeating.

To set a time delay between dates,

1. Right-click in the Schematic window.

2. Select Advanced > Loop Play Delay (seconds).

3. Select the number of seconds to delay between each date.

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3.9 Edit Data

Edit Data Window
The Edit Data window is used to add or edit well information. To enter data, select a subject
area and folder on the left side of the window. Use the right side of the Edit Data window to
enter data (Figure 3-15).

Note: The title bar on the window displays the name of the well currently being worked.

Figure 3-15: Edit Data Options

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Select Folders
Well information in the Edit Data window is grouped into subject areas. Each subject area
(such as General, Wellbore and Zones) contains a group of folders. Some folders contain
subfolders. Folders and subfolders contain records. A record is a collection of data fields
corresponding to a row of data.

Select a folder or subfolder to display the records in the folder. The records appear in the right
side of the window.

Click the expansion icon to open a folder and view its subfolders. Click the collapse icon to
close a folder.

When entering data, start with the first subject area and work down the list (Figure 3-16).

Figure 3-16: Well Explorer file structure

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Note: Records in subfolders belong to the specific record in the parent folder. For example, the Time
Log applies to the day selected in the Daily Operation report. The Daily Operation report applies to
the job currently selected.

After adding a record to a folder, the icon will reflect paper in the folder. This is an indication
records are inside the folder. If the folder contains no records, the folder appears dimmed.

Enter Data
Add, edit, copy, delete and view records for a subject area on the right side of the Edit Data
window.

When selecting a folder, the name of the well and the folder displays on the title bar. When
selecting a subfolder, the name of the parent folder, the selected parent record, and the
subfolder displays on the title bar (Figure 3-17).

Figure 3-17: Folder name display

To enter data, click in a field and start typing.

1. Click the lookup button to display a lookup list for the selected field. Select an item
from the lookup list.

2. Choose data entry commands from the Tools menu. Some commands may not be
available for the selected subject area.

3. Drag a column boundary to change the width of a column

4. Drag a row boundary to change the width of a row.

5. Click the Save and Exit button to close the Edit Data window.

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Figure 3-18 shows the main function areas of interest in WellView when entering data. Table 3-
6 lists and describes each of these features.

A
B

C D

E
F

G
H

Figure 3-18: Edit Data Window

Table 3-6: WellView Edit Data Functions

Field Function Field Function

A The title bar describes the current F This help message describes the
location of the record. current field.
B The main toolbar displays the G An arrow points to the selected
commands which affect the entire record.
edit data session.
C The Tools menu i ncludes the data H An un-shaded arrow points to a new
entry commands blank record
D When an arrow appears, more I Automatically calculated fields
commands are available in the data appear in green. These fields are
entry toolbar. not editable.
E This help message describes the J If an ellipsis button appears for a
current folder field, then a lookup list is available.

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Navigate Between Data Records

Moving between records and fields is similar to working in Microsoft Excel.

Move Between Fields

To move to the next field or record, press Tab or the right arrow key. To move to the previous
field, press Shift+Tab or the left arrow key.

View All Available Records

When working in a subfolder, first select a record in the parent folder. All of the records in the
subfolder apply to the parent folder. For example: first select a job record in the Job folder, and
then view safety records for the job in the Safety folder.

Click the Previous and Next buttons to page through the subfolder records for each
record in the parent folder. The subject line defines which parent folder record is being viewed.
In the example, by clicking the Next button, the daily operation report changes from 5/25/2000
to 5/26/2000.

In the Time Log folder,

click t he Next button to
view the time log for the
following day.

Figure 3-19: Edit Data Navigating

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Change the Editing View

Edit modes allow the use of different record layouts when editing data. The records appear in a
spreadsheet which can be read from left to right or top to bottom.

To switch edit modes, click the Change Edit Mode button on the toolbar. The folder
maintains the last edit mode chosen.

Note: When using the Tab button to move between fields, WellView will always move from left to right,
even if in vertical edit mode.

Horizontal Edit Mode

Horizontal Edit Mode displays records in rows, which can be read from left to right. The field
names appear along the top. To view additional records, scroll down.

Figure 3-20: Horizontal edit mode

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Vertical Edit Mode

Vertical Edit Mode displays records columns, which can be read from top to bottom. The field
names appear along the left. To view additional records, scroll sideways.

Figure 3-21: Vertical edit mode

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Records
Add a New Record

One of the primary tasks in WellView is to add a new record to a folder. When selecting a
folder, a blank record is automatically provided to fill in the data.

Any data entry in a blank record becomes a new saved record. A new blank (ghost) record is
automatically created. To add another new record, press the Tab key at the end of a row.

Copy and Paste Record Data

The Tools menu provides several choices for copying information in records:

 Copy Record/Paste Record – Copy a single record, including all of its subfolder
information, and then paste the record into the same folder or into another well.

 Duplicate Record – Copy and paste a single record, including all of its subfolder
information, in one step. The duplicate record appears in the same folder.

 Copy Data to Clipboard – Copy all of the records in a folder to the Windows
Clipboard. Then paste the records into another well or into an external application, such
as Microsoft Excel. This command does not copy subfolder information for the records.

 Paste Data from Clipboard – When copying data from another application (such as
Microsoft Excel) or copying data from another well, paste this data into WellView
records.

Duplicate a Record

Records can be copied from one well and pasted into another well. Records can also be copied
and pasted into the same well.

When copying a record in a folder, all of the records in the subfolder are also copied. For
example, add a surface casing record to the Casing folder. Next, add a casing and shoe record
to the Casing Components subfolder. When copying the surface casing record, the casing
and shoe records are also copied.

To copy a record, select the record. From the Tools menu, choose Copy Record. To paste a
copied record, select the required folder or subfolder and from the Tools menu, choose Paste
Record. The copied record contains the text copy.

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Copy Data to the Clipboard

When copying data to the clipboard, the fields and the field headings from the current folder are
copied to the Windows clipboard. All of the records are copied.

To copy data to the clipboard, select the required subject area and then from the Tools menu,
choose Copy Data to Clipboard. Paste the clipboard contents into any Windows-based
program. Use the Paste from Clipboard command in WellView to paste the data into the same
subject area for a different record.

Note: The Paste Data from Clipboard command can only be used in horizontal edit mode.

Paste Data From the Clipboard

Users can paste data from the clipboard to a subject area in WellView. This is useful when
copying data from another application to WellView, or between wells in WellView.

Users can also use the Paste Data from Clipboard command to paste records previously
copied from a subject area in WellView using the Copy Data to Clipboard command. For
example, users can paste cost information between wells.

To paste data from the Clipboard, select the required subject area and then from the Tools
menu choose Paste Data from Clipboard. Adding a new record is not required. WellView does
this automatically when the data is pasted.

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Delete a Record
To delete a record, select the record and then click the Delete button. A warning message
appears. Click Yes to delete the selected record.

Important! If the record is linked to another folder, WellView cannot delete the record. The associated
data link must first be removed.

When deleting a record containing records in a subfolder, all of the records in the subfolder are
also deleted. For example: If a zone status record is added to a zone, when the zone is
deleted, all of the corresponding zone status records are also deleted.

Change the Order of Records

If records are in a specific order, use the Move buttons to change their sequence. The buttons
change according to the edit mode being used.

In vertical edit mode, the records are moved left or right in the list of records.

In horizontal edit mode, the records are moved up or down.

Note: The Change Order button is not available in every folder. Folders such as tallies or strings have
this functionality.

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Add Records to the Top

Use the Add Records to the Top command to rearrange the order of a list of records in a
folder. The Add Records to the Top button displays on the toolbar when working with a string
component or tally.

Click the Add Records to Top button to put the newest record at the top of the list. The
list then numbers from bottom to top instead of top to bottom.

Invert Record Components

The Invert Components button displays on the toolbar when a string components
subfolder is selected. WellView draws string components on the schematic using the order
specified.

Click the Invert

Components button
to invert the string

Enter component
records from the
bottom up

Figure 3-22: String inversion using the Invert Components button

If string components are added in the “as run” order, click the Invert Components button when
finished. This will display the string correctly on the schematic.

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Undo Changes
Undoing a change, such as editing a field or deleting a record, cancels the effects of all the
changes made in the selected folder or subfolder and returns all of the records to their previous
state.

To undo changes, click the Undo All button.

Important! The Undo Previous Actions command must be done before leaving the folder. When a
different folder is selected, actions are automatically saved and cannot be undone with the Undo
command.

Spell Check

Spelling check of text in a field is available. WellView identifies words which do not appear in
the dictionary. To check spelling, select the field which needs to be checked. Click the Spelling
button. The Spelling feature in WellView functions in the same manner as the Microsoft
spelling function.

Save a Record
Records are automatically saved when a different folder or subfolder is selected or when the
Edit Data window is closed.

Upon data entry completion, click the Save and Exit button to return to the Well Explorer
window or reports.

Show All Folders

From the input reports, WellView allows the ability to view all the subject area folders or just the
folders which apply to the area selected on the report.

To show all folders, from the Options menu, choose the Show All Edit Folders command. If
the command is selected, all folders appear in the Edit Data window. If the command is not
selected, only a subset of the folders appear.

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Show All Fields

To show all fields, from the Options menu, choose Show All Fields. To hide some fields,
select the command again to remove the checkmark.

Note: Some folders will always have all the fields available.

View System Fields

Every record in WellView has associated system fields. The system fields display such
information as the user name of the last person who made changes to the record and date of
the change. To view system fields, from the Options menu choose Show System Fields.

Lock Records
To keep data secure, WellView allows an administrator to lock well records so no additional
changes can be made. To lock records in a well, the administrator applies a master lock date
and time to the well. After a master lock date has been set on a well, no new information can
be added to existing records, but users can add new records. A symbol indicates whether a
record is locked.

Green The record is not locked. Changes can be made.

Red The record is locked. Changes cannot be made.

Orange The record is locked, but the user has override privileges to change the record.

Individual records in a folder are identified whether they are locked or not with a green or red
bar beside them.

Note: A red record indicator may also indicate another user is editing the same folder. Put the cursor
over the red indicator box to identify the user currently editing the record.

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Calculate Data
In the Edit Data window and on reports, calculated fields have a green background. Calculated
fields cannot be edited.

To display the calculated amounts, click the Calc button .

To see what data is used in the calculation, select the calculated field and view the help text.

Shows the calculated

equation for the Daily
Cost Total

Figure 3-23: Data Calculating

Note: Click the Calc button to view calculated fields in the Edit Data window. Fields on reports or the
schematic are automatically calculated.

Automatically Calculate Fields

With automatic calculation on, when a new folder is selected, the calculated fields are updated.
If changes are made to any field in the folder, exit the folder and come back or click the Calc
button to see the updates. This feature is folder specific.

To set automatic calculation, from the Tools menu, choose Auto Calculate. If the calculations
add extra time when selecting folders, this setting can be turned off by choosing Auto
Calculate again.

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Lookup Lists
When a list is available for a field, click the lookup button to select an item from the list.

There are three types of lookup lists:

 The Library provides a list of common information.

 The Calendar provides date and time, if applicable.

 The Associated Data field provides a link to data entered in another folder.

Click the lookup button for a field and a new window opens with a list of items. Select an item
from the list, and click the OK button. The data selected appears in the field.

The lookup list button is also used to open a text editor window.

The type of lookup list and the contents of the Library is set by the global WellView
administrator.

Note: Some data fields are restricted and can only be populated from the lookup list. To update these
lists, please contact your SBU WellView DQA.

Lookup List Library

The Library is a WellView database which contains an extensive list of common information.
Use the lookup list to select a common entry for a field. Users can add a single item from the
Library, or add a row of items which will fill in several fields.

Note: If an item is missing from a non-restricted list, enter the item in the Edit Data window, not the
Library window.

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To add information from the library:

1. Select the field.

2. Click the lookup button .

3. Select an item from the list in the library.

4. Click OK.

1
3

Figure 3-24: WellView Library feature

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Group Data

For fields with a larger amount of data, the library may group the data in different categories.

Figure 3-25: Grouping Data

A more complex library may also have sub-groupings. In this case, select a tab from the left
side and then a tab from the top to find the specific information.

Figure 3-26:Sub-grouping

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Filter the Library

Type a full or partial entry in the filter row to separate out specific values in the lookup list.
When the lookup list has multiple columns, entries can be filtered for multiple fields in the row.

A long list can be filtered to show only the information being requested.

Figure 3-27: Filtering Library Results

To filter the list, type a full or partial entry at the top of the column. In this example, 'f' was
entered in the Casing Extras column to provide a shorter list.

Sort the List

Click the title row on the lookup list to sort the data in a column in alphabetical or numerical
order. Each time the column heading is clicked, it switches between ascending and descending
order.

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WellView Calendar
Users can manually enter dates and time or use the pop up calendar. To use the calendar,
complete the following steps:

1. Select the date field.

2. Click the lookup button .

3. Select a date

4. Enter the time.

5. Click OK.

2
1

Figure 3-28: WellView Calendar

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To navigate through the calendar, follow these instructions:

1. Click the left and right arrows to move from month to month.

2. Click the arrow and select a time, or type the time in the box. The Time list box appears
when the field requires a time. It displays times in 15-minute intervals.

3. Click the Today button to enter the current date and time, if required.

4. Click OK to add the date to the field.

Important! For reporting periods which are midnight to midnight, enter the start and end date as
follows: 6/8/08 00:00 and 6/9/08 00:00. (The 00:00 time equals 24:00).

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Look up Associated Data

The data in some fields is used to create lookup lists, which are displayed in other records. This
allows the ability to associate one record with another. For example, when a perforation is
added, a user can associate the perforation to the applicable zone. To select an associated
field:

1. Select the field.

2. Click the lookup button .

3. Select the required entry.

4. Click OK.

2 1

Figure 3-29: Look up associated data

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February 2009
Chapter 3 – Basic WellView Functionality

Note: Data in an associated field must be selected from the corresponding lookup list. Users cannot
enter data into associated fields directly.

Attachments
In the Edit Data window, an Attachments folder is available for storing additional files with the
well. Examples of files to attach include Word documents, text files, bitmap files, and e-mail
messages.

A general Attachments folder (Figure 3-30, item 1) lists all the attachments in the well.

Add an Attachment

When an attachment is added to the well, a copy of the file is saved in the well database.
There is a limit to individual attachment sizes. Keep file size to a minimum.

To add an attachment, complete the following steps:

1. Select the Attachments folder.

2. Click the Add button to open the Select Attachment window.

3. Navigate to the file to be added.

4. Click the Open button. The attachment will be added, and the file name will appear in
the Description field.

3-50 Chevron WellView Training Manual

February 2009
 Chapter 3 – Basic WellView Functionality

Figure 3-30: Attachments

Edit an Attachment

Before an attachment can be edited, the associated program must be installed on the
computer. For example, if the attachment is a Word document, Word must be installed on the
computer before editing the attachment.

To edit an attachment:

1. Select the required attachment record.

2. Click the Open button.

3. Make the required changes.

4. Close the file in the associated program.

Chevron WellView Training Manual 3-51

February 2009
Chapter 3 – Basic WellView Functionality

Delete an Attachment

When an attachment is deleted, the file is permanently removed from the well database. To
delete an attachment, select the required attachment record and click the Delete button.

Warning! If an attachment is deleted and the well is synchronized, then the attachment is deleted from
the server, as well.

3-52 Chevron WellView Training Manual

February 2009
 Chapter 3 – Basic WellView Functionality

3.10 Audit Data

The WellView application is set up to verify the data is entered in certain fields. If the Data
Auditor is set for a field, the Data Auditor button is available in the toolbar and the header
displays the rules for the selected field. It verifies the data entered conforms to the rules,
including whether an entry is required for a field or whether the entry meets the allowable
minimum or maximum values.

If a required field is left blank or the entry is lower or higher than the minimum or maximum
values, the Data Auditor will issue a warning, or may require a correct entry before exiting the
folder.

Audit Multiple Wells

To run the Data Auditor on a group of wells, select the wells in the Well Explorer and click the
Data Auditor button. The Data Auditor provides a list of problems found. Click the entries in
the list to open the Edit Data window and correct the entries.

Chevron WellView Training Manual 3-53

February 2009
Chapter 3 – Basic WellView Functionality

3.11 Folder and Field Help

To access the online help contents, select Help from the Help menu, or click the Help
button on the WellView toolbar.

When working in the Edit Data window, users have the ability to view help text about the
currently selected folder and field.

Describes the currently

selected folder.

Describes the currently

selected field.

Figure 3-31: Help contents for folders and fields

3-54 Chevron WellView Training Manual

February 2009


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Start Date 
Time 
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Depth Start (ft) 275
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This page intentionally left blank
 Chapter 6 – Well Synchronization

Chapter 6 – WellView Synchronization

The following instructions apply to standalone field installations of WellView only.

The WellView synchronization (sync) process ensures that well data in the field and the office
is kept up to date to eliminate discrepancies between the field Access database and the office
Oracle database.

The WellView sync process is a two-way synchronization. For example: An engineer may
change the planned target depth for the current job. After the sync process has completed, the
change will appear in the field database. The office database will also reflect all changes made
by the field since the last sync.

Important! If the same record for a given well is modified in the field and in the office, the last
modification will be the one retained in both the field database and office database when the sync is
performed.

Users can activate the sync process to accomplish two things:

 Upload a well from the office database to the field database so a field user can edit well
data.

 Upload changes from the field database to the office database while concurrently
downloading changes from the office database to the field database.

This chapter outlines the well retrieval and well sync processes.

Chevron WellView Training Manual 6-1

January 2009
Chapter 6 – Well Synchronization

6.1 Well Retrieval

1. From the WellView Well Explorer click on the Sync Data button at the top of the window
(Figure 6-1).

Figure 6-1: Sync Data button

2. The WellView SyncClient window (Figure 6-2) requires the user name and password
for the office database to which the user is attempting to sync. Enter the user name and
password in the input boxes provided.

Figure 6-2: WellView SyncClient window

6-2 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

Notes:
This user name and password is not the same as the password used to log on to the Chevron
network. The user name and password is provided to the user by the SBU Oracle database
administrator (DBA). The SBU DQA will handle all requests for Oracle IDs.

The Oracle password expires every 90 days. Follow local SBU procedures for maintaining
Oracle passwords.

3. Click the Options button in the WellView SyncClient window to display the Sync
Settings options window (Figure 6-3).

Figure 6-3: WellView SyncClient window

Chevron WellView Training Manual 6-3

January 2009
Chapter 6 – Well Synchronization

4. Click the Retrieve Well(s) from the server radio button (Figure 6-4).

5. Click the Next > button.

Figure 6-4: Sync Settings window

6-4 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

6. Enter the well name or as much of the well name as is known (Figure 6-5).

7. Click the Attachments checkbox and click the Select radio button.

8. Click the Next > button.

Note: Entering the exact well name will allow the user to avoid the Well Selection window
and shorten the well retrieval process.

Figure 6-5: Well Selection window

Chevron WellView Training Manual 6-5

January 2009
Chapter 6 – Well Synchronization

9. Click the Sync button in the WellView SyncClient window (Figure 6-6).

Figure 6-6: WellView SyncClient window

6-6 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

The sync process may take a few minutes depending on the user’s connection speed.

Note: The time for the sync process to complete is dependent on the size of the well file and
the number of updates received from the office.

Messages relaying the status of the sync process will appear in the Status Message
field (Figure 6-7). Any errors, such as incorrect database user name or password, will
appear here. If an error occurs, refer to section 6.3 Sync Troubleshooting – Error
Messages.

Figure 6-7: Status Message field

Chevron WellView Training Manual 6-7

January 2009
Chapter 6 – Well Synchronization

10. The well selection window may appear during the well retrieval process if the well name
or partial well name matches multiple wells in the office database. Select the correct
well and then click the Retrieve button.

Figure 6-8: Select well to retrieve

Note: If the correct well is not listed in the well selection dialog, refer to section 6.3 Sync
Troubleshooting – Error Messages.

6-8 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

11. The Select Attachments to Receive window (Figure 6-9) may appear if attachments
are available for the selected well. Select the required attachments and click OK.

Figure 6-9: Select Attachments to Receive window

Note: Attachments may significantly slow down the synchronization process (especially large
attachments). Expect extended sync times when synchronizing attachments.

Chevron WellView Training Manual 6-9

January 2009
Chapter 6 – Well Synchronization

12. When the sync process is complete, the elapsed time and status message will appear
in the Status Message field, indicating that the sync is complete (Figure 6-10). The
synchronized well is now in the field database, ready for user data entry. Click the
Close button to close the WellView SyncClient window.

Figure 6-10: Retrieval completion message

6-10 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

6.2 Well Synchronization

1. Select the wells in the Well Explorer window that require synchronization
(Figure 6-11).

Figure 6-11: Select wells in the Well Explorer window

2. Click the Sync Data button at the top of the window (Figure 6-12).

Figure 6-12: Sync Data button

Chevron WellView Training Manual 6-11

January 2009
Chapter 6 – Well Synchronization

3. The WellView SyncClient window (Figure 6-13) requires the user name and password
for the office database to which the user is attempting to sync. Enter the user name and
password in the input boxes provided.

Figure 6-13: Enter user name and password

Notes:
This user name and password is not the same as the password used to log on to the Chevron
network. The user name and password is provided to the user by the SBU Oracle database
administrator (DBA). The SBU DQA will handle all requests for Oracle IDs.

The Oracle password expires every 90 days. Follow local SBU procedures for maintaining
Oracle passwords.

6-12 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

4. Click on the Options button on in WellView SyncClient window (Figure 6-14) to

display the Sync Settings options window.

Figure 6-14: Access the Sync Settings window

Chevron WellView Training Manual 6-13

January 2009
Chapter 6 – Well Synchronization

5. Click the Synchronize Well(s) with the server radio button (Figure 6-15).

6. Click the Only selected Well(s) radio button.

7. Click the Next button.

Figure 6-15: Sync Settings window

6-14 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

8. Check the Send Changes checkbox (Figure 6-16).

9. Click the Since last send radio button.

10. Check the Receive Changes checkbox.

11. Click the Since last receive radio button.

12. Click the Next button.

Figure 6-16: Sync Settings window

Note: If there are new attachments which need to be synchronized, select the Attachments
and Select options.

Chevron WellView Training Manual 6-15

January 2009
Chapter 6 – Well Synchronization

13. Click the Sync button on the WellView SyncClient window (Figure 6-17).

Figure 6-17: Initiate sync process

6-16 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

The sync process may take a few minutes depending on the user’s connection speed.

Note: The time for the sync process to complete is dependent on the size of the well file and
the number of updates received from the office.

Messages relaying the status of the sync process will appear in the Status Message
field (Figure 6-18). Any errors, such as incorrect database user name or password, will
appear here. If an error occurs, refer to section 6.3 Sync Troubleshooting – Error
Messages.

Figure 6-18: Status Message field

Chevron WellView Training Manual 6-17

January 2009
Chapter 6 – Well Synchronization

14. When the sync process is complete, the elapsed time and status message will appear
in the Status Message field, indicating that the sync is complete (Figure 6-19). The
synchronized well is now in the field database, ready for user data entry.

15. Click the Close button to close the WellView SyncClient window.

Figure 6-19: Sync completion message

6-18 Chevron WellView Training Manual

January 2009
 Chapter 6 – Well Synchronization

6.3 Sync Troubleshooting – Error Messages

Errors may occur during the synchronization process. The following section describes error
messages users might encounter while synchronizing data, and solutions to these issues.

For additional technical assistance, contact the SBU DQA or email the syncclient.log file
(located in the C:\Program Files\Peloton\WellView folder) to the SBU DQA.

Well Fails to Synchronize With Office Database

This error may occur if the well does not exist on the office database. Most field users do not
have the ability to create wells on the office database. As a result, if the user cannot create
wells on the office database, wells created on the field database cannot be synchronized to the
office database.

Contact the SBU DQA to ensure the well is created on the office database (usually by
importing the well file provided by the field user so that no data re-entry is required).

Desired Well Not Listed in Well Selection Dialog

If the desired well is not listed in the Well Selection window, the user must ensure that the
proper well name was entered into the search criteria input box. If the well does not exist on the
office database, it may not appear in the Well Selection window.

Contact the SBU DQA to ensure that the well exists on the office database.

Failure to Connect to FTP Server

Verify that Internet service is available by browsing to a Web page that is not the home page.
This will to ensure that the Web page displayed is not a cached page. Contact the appropriate
support group if Internet service is not available.

Chevron WellView Training Manual 6-19

January 2009
Chapter 6 – Well Synchronization

Settings Indicate SyncHost Not Running or Your Clock is Incorrect

Confirm the time and time zone information on the computer running the sync process. The
time needs to be within 15 minutes of the time on the sync server. Make sure the time zone and
daylight savings settings are correct as well.

Invalid User Name/Password

If this error message occurs during a sync process, confirm the database user name and
password. Each of these credentials is case-sensitive, so make sure the caps lock key is not on
when entering this information.

6-20 Chevron WellView Training Manual

January 2009
Chapter 7 – Troubleshooting, Tips and Tricks
7.1 Tips and Tricks ..................................................................................................... 7-1
Edit Data Window ................................................................................................................. 7-1
Access the Edit Data Window Through the Well Name....................................................................7-1
Attachments ......................................................................................................................... 7-2
Edit Data Window ................................................................................................................. 7-2
Vertical/Horizontal View ....................................................................................................... 7-2
Gray Versus Black Triangles for Record Selectors ............................................................... 7-2
Library Picklist ...................................................................................................................... 7-3
Color Definitions ................................................................................................................... 7-3
Calculation Button ................................................................................................................ 7-3
Show All Fields ..................................................................................................................... 7-3
Fractions Versus Decimals ................................................................................................... 7-4
Dynamic Reports .................................................................................................................. 7-4
WellView Explorer Screen versus Report View .................................................................... 7-4
Import and Export ................................................................................................................. 7-4
Jobs and Wellbores .............................................................................................................. 7-5
Sync ..................................................................................................................................... 7-5
Data Auditor ......................................................................................................................... 7-5
Batch Reporting.................................................................................................................... 7-5
Undo .................................................................................................................................... 7-5
Locked Records ................................................................................................................... 7-6
Other Elevation/Original KB.................................................................................................. 7-6
Ctrl+C and Ctrl+V ................................................................................................................. 7-6

7.2 Troubleshooting .................................................................................................... 7-7

General Troubleshooting ...................................................................................................... 7-7
Incorrect Date ....................................................................................................................................7-7
License Has Expired .........................................................................................................................7-7
Edit Data Troubleshooting .................................................................................................... 7-7
Cannot Enter Data .............................................................................................................................7-7
Data Has Disappeared ......................................................................................................................7-8
Missing Column in Edit Data Window ...............................................................................................7-8
Cannot Enter 24:00 Time Format......................................................................................................7-8
Subject Areas Troubleshooting ............................................................................................ 7-8
Add New Day .....................................................................................................................................7-8
 Depth Not Correct..............................................................................................................................7-9
Name Not on Daily Contacts List ......................................................................................................7-9
Cost Varies Daily ...............................................................................................................................7-9
Tubing String Not Visible ...................................................................................................................7-9
Cement Information Not Visible ........................................................................................................7-9
No LAS File......................................................................................................................................7-10
Cannot Calculate Deviation Survey Data........................................................................................7-10
Calculated Deviation Different From Vendor ..................................................................................7-10
Synchronization Troubleshooting ....................................................................................... 7-11
Cannot Retrieve Well ......................................................................................................................7-11
Invalid Database Login ....................................................................................................................7-11
No FTP Server Found .....................................................................................................................7-12
Password Rejected by FTP Server .................................................................................................7-12
Checksum is Not Correct ................................................................................................................7-12
Unable to Create Destination File ...................................................................................................7-12
Reports Troubleshooting .................................................................................................... 7-13
Incorrect Data Entry Page ...............................................................................................................7-13
Schematic Troubleshooting ................................................................................................ 7-14
Drilling OD Not Visible .....................................................................................................................7-14
Bit Not Visible ..................................................................................................................................7-15
Deviation Survey Not Visible ...........................................................................................................7-16
Diagram Incorrect ............................................................................................................................7-17
Cement Plug Still Visible .................................................................................................................7-18
Bridge Filling Wellbore ....................................................................................................................7-19
Pink Icon ..........................................................................................................................................7-20
Reverse Casing Order .....................................................................................................................7-21
Casing Above Wellbore ...................................................................................................................7-22
Rod/Tubing Above Wellbore ...........................................................................................................7-23
Open Hole Perforation Outside Wellbore........................................................................................7-24
Tubing Appears as Thin Line ..........................................................................................................7-25
Rod String Behind Tubing String.....................................................................................................7-26
String or Item Not Visible ................................................................................................................7-27
Casing Cement Section Missing .....................................................................................................7-30
Tubing Strings Appear Stacked ......................................................................................................7-31
7.3 Gotchas! Quick Reference .................................................................................. 7-32
Daily Operations – Report Start and Report End (Dates and Times) .................................. 7-32
TVDs Display Blank Values ................................................................................................ 7-33
Current and Original KB Elevations .................................................................................... 7-34
Mud Additives ..................................................................................................................... 7-35
Drilling Parameters ............................................................................................................. 7-36
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Chapter 7 – Troubleshooting, Tips and Tricks

7.1 Tips and Tricks
Edit Data Window
Users can click the Edit Data button or double-click a report field to view the complete data
model. Double-clicking the report fields will only display the folders associated with that report.

Access the Edit Data Window Through the Well Name

Users can configure the WellView to open the Edit Data feature by double-clicking a well name
in the Well Explorer window. To set up this configuration:

1. Right-click in the Well Explorer window and select Well List Properties. The Well List
Properties window will appear (Figure 7-1).

Figure 7-1: Well list properties

2. Click the Double-click to edit data check box.

3. Click OK.

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Attachments
When the field database synchronizes with the office, users have the option to include
attachments or log files to well records.

To add an attachment:

1. Click the Attachment folder at the bottom of the Edit Data window

2. Click the Add button. However, this feature will be extremely beneficial in sending in
pictures of a damaged tool or capturing your MOC documents with each well.

Note: Attachments will greatly increase file size during synchronization.

Edit Data Window

The Edit Data button allows users to see the complete data model for a well.
Users can also access the data model by double-clicking a report, but this will only display the
actual folders associated with that particular report.

Vertical/Horizontal View
WellView allows users to view data in a horizontal or vertical format. Some tables are better
viewed one way over the other. For example, the Drill Strings table is better viewed horizontally
because it reveals how the string will actually look. Conversely, the Wellbores displays better in
a vertical format because more fields are visible on the screen.

To change the table view, click the inversion button to change a table to a horizontal or
vertical format.

Gray Versus Black Triangles for Record Selectors

WellView records contain black triangles to indicate records that exist. Gray triangles indicate
that a record is ready for data but does not contain data. If a user enters data in a tentative
record and then decides to delete it, the record selector will remain black. At this point, the
record has been created and the only way to completely remove it is to delete the record itself
by clicking the Delete button at the top of the screen.

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To make sure there are no blank records (records with black triangles but with no data) is to
view the Days vs. Depth graph. If the line has obvious errors, check for blank records, missing
depths or end dates in drilling parameters.

Library Picklist
Some fields will allow users to type in data manually and others have approved sets of data
available in a lookup list. This keeps the data in those fields consistent across all Business
Units. Lookup lists are available wherever the lookup button appears.

The Library Picklist is a database of common lookup lists that are centrally maintained in
Houston. Contact your BU champion to request additions to lookup lists.

Color Definitions
All green fields are automatically calculated in WellView and cannot be changed. If a user
clicks on a green field, the help text at the top of the screen will indicate how WellView is
performing the calculation for that field.

Yellow/blue fields are required for data input. Data in these fields will be used for global
benchmarking purposes.

Calculation Button
In the Edit Data window, to automatically calculate a table, select the Auto-Calc option under
the Tools menu at the top of the screen. Turn Auto-Calc on for each table to automatically
calculate them. Users can also click the Calc button to calculate as data is entered. Auto-Calc
is not on by default is because it can dramatically slow the opening of tables.

Show All Fields

Users are encouraged to select the Show All Fields option in the Edit Data window. If this
option is not selected, users cannot see all of the available data fields.

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Fractions Versus Decimals

All size fields that have the capability to capture fractions or decimals (such as OD or ID) can
recognize both. For example: 4.5 is recognized as the same amount as 4 1/2. However, the
fields will not recognize other characters (e.g., 4-1/2), so make sure to not enter “-“ or “+” in any
numeric fields.

Dynamic Reports
Most WellView reports are dynamic reports, which means they show data that is entered for
that particular reporting day. If the data is not entered into the database, it will not show up on
the report. The person in the office responsible for QA/QC of the report should have a checklist
that they can use to check for things on a d aily basis.

WellView Explorer Screen versus Report View

When you first open WellView you will be in the WellView Explorer screen. This view allows
users to group and sort wells by any of the well header fields. How data is sorted depends on
the user’s computer setup. This top-level view is where users can query the database for
specific data. This view also allows users to choose several wells at a time for running multi-
well reports.

In the Report view you can see a magnitude of reports specific to the well that you have
chosen.

Import and Export

WellView’s import and export features allow users to send or receive all or part of a well. To
access this feature, select File in the All Well/My Wells view and choose Import or Export. If
importing, WellView will prompt the user for the file location. If exporting, WellView will prompt
the user to indicate how much of the file (entire file, last two days, etc.) to export.

This feature is extremely useful if SyncHost is down. If SyncHost is not functioning, the field
supervisor can export the last two days and email it to the office. Instead of having to actually
import the file, if WellView is closed, double-click the attachment and it will automatically import
into WellView.

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Jobs and Wellbores

Many WellView tables contain fields asking in which wellbore or job an event occurred. It is
extremely important that users always select the correct wellbore and job. This information is
stored for use in sch ematics.

Sync
Synchronization allows users to send and receive data between field and office databases.
WellView allows this two-way synchronization through their sync settings. Click the Sync button
to modify the sync settings. Additional information about synchronization is available in Chapter
6 – Well Synchronization.

Data Auditor
Many of the tables in WellView contain required data. After entering the data, click the Data
Auditor button to confirm that no recommended fields are missing from the record. In addition
to Data Audit reports, users can also run Multi-Well Data Audit reports. Information about
these reports is available in Chapter 10 – Appendices.

Batch Reporting
The Batch Reporting feature in WellView allows users to batch report multiple wells into either
of the file locations or print them to a printer.

To set up a batch report:

1. Select Tools in the All Wells/My Wells view.

2. Select Batch Reporting > My Batches.

3. Click the New button at the bottom of the window. The Batch Reporting wizard will
guide users through the different options available with this feature.

Undo
The Undo button is available in each of the tables in WellView. Clicking the Undo button will
undo every action that has occurred since the table was accessed, not just the last item.

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Locked Records
A colored square at the top of each data table in the Edit Data window indicates whether the
table is editable. Green indicates that the table is editable. Red indicates that the user does not
have editing privileges, or that someone else is already editing that particular table.

Other Elevation/Original KB
The Well header table contains Original KB and Other Elevation/Other Elevation Type.
Users can switch all depths to reference different points.

To change a reference point:

1. Select Tools > Reference Datum.

2. Select the necessary reference point.

Ctrl+C and Ctrl+V

In WellView, the copy and paste functions are exactly the same as in other Windows programs.
Use Ctrl+C to copy information and Ctrl+V to paste information in specified fields in the table.

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7.2 Troubleshooting
General Troubleshooting
Incorrect Date

My date format is displaying incorrectly.

This problem is related to the date setting in the Windows Control Panel.

1. Select Start > Settings > Control Panel from the Windows Start menu.

2. Select Date and Time, and check the regional settings.

License Has Expired

My timeout license has expired prematurely.

If you change the date, time, or time zone on your computer, this causes the timeout license to
expire. This may also occur if you have to restart your computer after it fails.

Edit Data Troubleshooting

Cannot Enter Data

I cannot enter data in the Edit Data window.

Check to make sure that the folder is not locked. A locked folder will have a red box to the
left of the folder name. An unlocked folder will have a green box to the left of the folder
name. If the folder is not locked and you still cannot enter data, try shutting down WellView and
restarting your computer.

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Data Has Disappeared

Why has my data disappeared in the Edit Data window?

Make sure you have selected the correct parent record for your subject area. For example, if
you are in the Time Log subfolder, check that the correct Daily Operation is selected.

Figure 7- 2: Parent folder and child folder naming convention

Missing Column in Edit Data Window

Why is a column missing in my Edit Data window when I edit data from a report?

Select Show All Fields from the Options menu. Make sure that you are viewing all of the
available fields when you edit data from reports.

Cannot Enter 24:00 Time Format

Why can I not enter the times for a 24-hour day as 00:00 to 24:00?

The operating system stores times from 00:00, rather than 24:00. Therefore, a period from
midnight to midnight is in this format: 06/02/04 00:00 to 06/03/04 00:00.

Subject Areas Troubleshooting

Add New Day

How do I add a new day?

To create a new daily operation, select the Daily Operations folder in the Edit Data window.
Enter data in the blank record that is marked with an arrow . This creates a new daily
operation. You can also create a new report by clicking the New button from the Reporting
window.

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Depth Not Correct

My depth progress is not correct on my Daily Drilling Report.

Select the Drilling Parameters folder in the Edit Data window. Verify that your drilling
parameters are entered correctly. If the dates, times, or depths are overlapping or missing, the
depth will not calculate correctly or display properly in the Daily Drilling report.

Name Not on Daily Contacts List

Why does my name not appear in the Daily Contacts lookup list?

You must create a list of available names. Select the Job Contact folder and enter the name
you want to include.

Cost Varies Daily

My cost rate varies from day to day. How do I change it?

Do not enter a day rate or select the Day Rate check box in the variable rental cost items
record. When you add the variable rental cost record to the daily operation, use the Additional
Amount field to enter the daily rate for the item.

Tubing String Not Visible

My tubing string is not appearing on my report or schematic.

Check the Tubing record to make sure that the Proposed Run check box is not selected.
Check the Tubing string as well to make sure that the Pull date has not been entered.

Cement Information Not Visible

My cement information is not appearing on the schematic.

In the Cement Stages folder, make sure that the Top Depth and Bottom Depth information is
entered.

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No LAS File

My LAS file is not importing.

The LAS file must be unwrapped. Check the file source to ensure it is formatted correctly.

Cannot Calculate Deviation Survey Data

How do I get my deviation survey data to calculate?

1. Make sure that you click the Calc button in the Edit Data window, or turn on the Auto
Calculate command from the Tools menu.

2. If the fields still do not calculate, select the survey from the Deviation Survey field in
the Wellbores folder and make sure that the deviation survey record is linked to a
wellbore.

Calculated Deviation Different From Vendor

Why is WellView returning calculated deviation survey values that are different from
those supplied by a vendor?

1. Make sure that the Vertical Section Direction field is filled out in the Wellbores folder.

2. If that does not help, check that the Tie-In point information has been entered properly
where applicable.

3. If the Tie-In information is correct, find the last survey data point that returns the same
calculations as the vendor. This data indicates that the next survey data record has
probably been entered incorrectly and needs to be corrected.

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Synchronization Troubleshooting
Cannot Retrieve Well

I cannot retrieve my well from the office.

1. When searching for the well name, enter only as much of the name as you are sure of.
For example, if your well name is Test Well 1-2-3-4W5M, try searching for 1-2.
WellView retrieves the first 50 successful matches.

2. Check that your Internet connection is working.

3. Make sure that you are entering the correct user name and password in the Sync Data
window.

4. Check with head office to ensure the well is on the server and the permissions on the
well are set correctly.

Invalid Database Login

Received error: Invalid database login.

Either the database user name or password is incorrect. Click the Sync Data button to open
the Sync window. Delete the current password, and re-enter the password, making sure it
contains no spaces or typos. Remember that the password is case-sensitive. If you continue to
receive the error, verify that the user name or password have not been changed at head office.

Note: The invalid database login message sometimes appears when the database is down even though
the user name and password are correct.

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No FTP Server Found

Received error: No FTP server found on the specified address.

This error occurs when the internet connection is down or when the FTP address is incorrect.
Click the Sync Data button, and click the Details button to access the Communication
Settings window. Check that the information is correct and make changes as needed.

Password Rejected by FTP Server

Received error: The specified password was rejected by the FTP server.

This error occurs when the FTP user name or password is incorrect. Click the Sync Data
button, and click the Details button to access the Communication Settings window. Check
that the information is correct. You can also try deleting and re-entering the password.

Checksum is Not Correct

Received error: Error reading host file because checksum is not correct.

This error occurs when the FTP folder is incorrect. Click the Sync Data button, and click the
Details button to access the Communication Settings window. Check that the information is
correct. You can try deleting and re-entering the folder name.

The checksum message may also appear when the computer needs to be restarted even
though the FTP folder is correct.

Unable to Create Destination File

Received error: Error copying data because unable to create destination file.

This error usually occurs when the Temp folder is set to be read-only or it is too full for
WellView to write a file to the folder. If the folder is not set to read-only, use the Windows Disk
cleanup utility to clean up the selected folder.

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Reports Troubleshooting
Incorrect Data Entry Page

When I double-click on a green field in my report, it does not take me to the correct
place.

A green field is an automatically calculated field. WellView may use several input fields to
calculate the data. Instead of double-clicking the field, click the Edit Data button to view all of
the available folders, and change the data that makes up the calculation.

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Schematic Troubleshooting
Drilling OD Not Visible

The drilling OD is not showing up in the schematic.

The drill string components are not recorded properly. Go to the Drill String Components
folder, and enter the OD for each applicable record.

Figure 7-3: Drill string components

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Bit Not Visible

The bit is not showing in the schematic.

The bit length has not been recorded. Enter the bit length in the Bit Inventory folder.

Figure 7-4: Bit Inventory folder

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Deviation Survey Not Visible

The deviation survey is not showing on the schematic.

The deviation survey is not linked to the wellbore. To correct this issue:

1. Enter a survey record in the Deviation Survey folder.

2. Add survey data for the record in the Survey Data folder.

3. Select the Original Hole record In the Wellbores folder.

4. Select the Deviation Survey for this wellbore.

Figure 7-5: Deviation survey

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Diagram Incorrect

The wellbore diagram is not drawn correctly.

1. Go to the Wellbore Sections folder.

2. Make sure that the Bottom Depth for the first wellbore section is the same as the Top
Depth for the following wellbore section.

Figure 7-6: Wellbore sections top and bottom depths

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Cement Plug Still Visible

The cement plug is still showing in the schematic, even though it has been drilled out.

Enter the depth plug drilled out to, drill out date and time, and the drill out diameter in the
Cement Plug section of the Cement Stages record.

Figure 7-7: Display cement plug

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Bridge Filling Wellbore

The bridge plug is filling the wellbore in the schematic.

Make sure that the top and bottom depths are correct for the bridge plug in the Other in Hole
folder.

For example, if the bottom depth of the bridge plug is set at 1,500.0 meters, and the bridge plug
is 0.5 meters, then the top of the bridge should be set at 1,499.5 meters. In this example, the
top depth of the bridge plug is 0, which is the top of the wellbore, and the bottom depth is
entered as 1,500.00, which is the bottom of the wellbore.

Figure 7-8: Bridge plug in wellbore schematic

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Pink Icon

A pink icon is showing in the schematic.

The pink icon appears in the schematic when an item that is not listed in the library is run into
the hole, and there is no room on the diagram to show the icon.

Figure 7-9: Pink icon in wellbore schematic

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Reverse Casing Order

The casing is showing in reverse order in the schematic.

Click the Invert Components button in the Casing Components folder.

Figure 7-10: Invert wellbore components

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Casing Above Wellbore

The casing is showing above the wellbore in the schematic.

The record may not contain a set depth. If you do not enter the depth, WellView assumes a
depth of 0. To correct this issue, go to the Casing folder and enter the set depth.

Figure 7-11: Enter set depth in Casing folder

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Rod/Tubing Above Wellbore

The rod or tubing strings appear above the wellbore in the schematic.

The record may not contain a set depth. If you do not enter the depth, WellView assumes a
depth of 0. To correct this issue, go to the Tubing Strings or Rod Strings folder and enter the
set depth.

Figure 7-12: Enter a set depth in the Tubing Strings or Rod Strings folder

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Open Hole Perforation Outside Wellbore

The open hole perforation is not showing inside the wellbore.

Add a section for the Open Hole interval in the Wellbore Sections folder. The schematic will
then contain a wellbore for the depths in which the Open Hole Perforations appear.

Figure 7-13: Add the Open Hole interval

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Tubing Appears as Thin Line

The tubing is rendering as a thin line inside the wellbore.

The record may not contain an OD measurement for the component. Make sure that the OD is
recorded for each component in the Tubing Components folder.

Figure 7-14: OD measurement for tubing component

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Rod String Behind Tubing String

The rod string appears behind the tubing string in the schematic.

The run dates for the tubing and rod string need to be corrected. Access the Tubing folder, and
make sure that the run date for the rod string is more recent than the run date for the tubing.

Figure 7-15: Rod and tubing string run dates

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String or Item Not Visible

A string or item is not showing up on the schematic.

Three scenarios can account for this error:

1. A pull date has been recorded. WellView will remove any item or string that has a pull
date from the wellbore. Do not enter a pull date unless the item or string has actually
been removed from the wellbore.

Figure 7-16: Remove pull date from component record

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2. The Proposed box is checked. If the Proposed box is checked, the item or string
does not show up on the Actual track of the schematic; it will only display only on the
Proposed track.

Figure 7-17: Remove Proposed flag

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3. The top depth is deeper than the bottom depth. Check the top and bottom depths.
Make sure the bottom depth is deeper than the top depth.

Figure 7-18: Inverted top and bottom depths

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Casing Cement Section Missing

A section of the casing cement is missing after drilling out the cement plug.

The drill out diameter is too large. Correct this data in the Cement Stages folder.

Figure 7-19: Correct drill out diameter

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Tubing Strings Appear Stacked

My schematic shows my tubing strings on top of each other.

Verify that the correct date and time have been entered for each string.

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7.3 Gotchas! Quick Reference

Daily Operations – Report Start and Report End (Dates and Times)

Report Dates will be driven from

the Report Start Date field.

Figure 7-20: Start and end dates and times

Start and End times are 00:00 to 00:00 or the time a job actually starts or ends.

Users can enter 0000 for the time and WellView will format it as 00:00 automatically. Date
formats are based on the user’s computer settings.

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TVDs Display Blank Values

1. Examine the survey record. If the TVD calculations are blank in the Survey Data folder
(after clicking the Calc button), check to see that the survey has been attached to the
wellbore and that the Vertical Section Direction has been entered.

Figure 7-21: Blank TVD values

2. Make sure the drilling parameter end depth is not deeper than the last survey point.

3. Ensure that Drilling Parameter records with start and end dates exist and match the
Daily Operation date (see Drilling Parameter Gotcha).

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Current and Original KB Elevations

The elevation fields are numbers referenced from sea level. Original KB elevation is the same
as Current KB elevation for the first rig. The Original KB will never change but the Current
KB must be updated with each subsequent rig KB. The Current KB Elev Description is used
to identify the current rig. Use to the help text to complete these fields.

Figure 7-22: Original and Current KB Elevation

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Mud Additives
Be sure to enter the amount consumed each day into the Mud Additive Amounts table. Use
the toggle for easy data entry between additives.

Note: Don’t forget to use this toggle in all WellView tables where a secondary child table exists.

Figure 7-23: Mud Additives toggle

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Drilling Parameters
A Drilling Parameter record must exist for each day the BHA is in the hole, even if there are
no drilling activities. Enter an End Date/Time and Depth End for the BHA in the Drilling
Parameters table either at midnight or when the BHA is pulled, whichever comes first.

For example: if the BHA is still in the hole at midnight, end the current parameter with a
midnight time, enter the Depth End at midnight and create a new parameter. W ellView uses
the depth at midnight to show current depth on the Daily Drilling report.

If the report depth is incorrect, troubleshoot by checking the drilling parameters.

Figure 7-24: Drilling Parameters record

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8.1 Query Templates .................................................................................................. 8-1
Using Criteria for Query Templates ...................................................................................... 8-2
Define the Criteria ....................................................................................................................... 8-2
Edit Criteria Lines ........................................................................................................................ 8-2
Delete Criteria Lines .................................................................................................................... 8-3
Custom SQL Queries .................................................................................................................. 8-5

8.2 Multi Well Reports ................................................................................................ 8-6

8.3 Schematics........................................................................................................... 8-7

Schematic Templates ........................................................................................................... 8-7
Choosing a Template .................................................................................................................. 8-7
Create a New Template............................................................................................................... 8-8
Edit a Template ......................................................................................................................... 8-12
Copy a Template ....................................................................................................................... 8-12
Delete a Template ..................................................................................................................... 8-13
Design a Schematic Template ................................................................................................... 8-13

8.4 Add-Ins .............................................................................................................. 8-16

8.5 Copying Field Names ......................................................................................... 8-16

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Chapter 8 – Advanced WellView Functionality

8.1 Query Templates
When performing an in-depth search for information in any field in the database, use or create
a query template. A query template contains the criteria used for the search. Set up the query
by setting conditions for the fields to be searched, or by using Structured Query Language
(SQL) to create a custom query.

WellView query templates enable users to search for any fields in the database; not just the
well header. Queries can be set up to find specific data or to prompt for data when the query is
run.

Users can add multiple query templates, save them for reuse in queries in other databases,
and share them with other users.

With a query template, users have the ability to format queries two different ways:

 Using criteria, users can select fields from WellView folders and specify the type of
data to be included in the search.

 Using Custom SQL, users can write a SQL query or paste it in from another source.

When creating a query template, give the template a name to make it recognizable for future
use. Then select the type of query: Using Criteria or Custom SQL.

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Using Criteria for Query Templates

Define the Criteria

When selecting WellView fields to set up a search, define the criteria, and then define the
conditions for the search.

Users can specify one or more criteria in the Query Builder window. WellView uses these
criteria to determine whether a record contains your information.

In the Edit Criteria window, select a field name. From there, specify the operator and value.

 The operator provides the comparison phrase for the criteria, such as equal to or is
not null.

 The value is the text or numbers the query will search for in the specified field. Click the
Lookup button to display a list of values previously entered for the field. This list is
blank if the value does not exist in any of the wells for the selected field. Users can also
type a full string for exact matches or a partial string for partial matches in the Value
field.

Edit Criteria Lines

Users can edit any line in the criteria list. Select the criteria line to change, and click the Edit
button to open the Edit Criteria window.

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Delete Criteria Lines

Users can delete a line from the criteria list. Select the criteria line you want to remove and then
click the Delete button.

Exercise
1. Select My Queries, and click the New button.

2. Name the query “Job Contacts.”

3. In the Criteria window, click the Add button.

4. Select the Job folder, and the Job Contacts subfolder.

5. Select Contact Name, and leave the criteria settings as prompt for value.

6. Click OK to exit the Criteria window

7. Click OK again to exit the Query Builder.

8. When prompted, enter “John” as the Job Contact Name.

Figure 8-1: Enter Job Contact information

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Exercise
1. Select My Queries, and click the New button.

2. Name the query “Casing.”

3. In the Criteria window, click the Add button.

4. Select the Casing Strings folder, and select Run Date.

5. Choose Greater than or Equal to as the operator.

6. Select Prompt for Value, and click OK.

7. Select Add.

8. Select the Casing Strings folder, and select Run Date.

9. Choose Less than or Equal to as the operator.

10. Click OK to exit the Criteria window

11. Click OK again to exit the Query Builder.

Every query has at least one criteria used to search. To narrow a search, specify conditions on
the query. To do this, users must define And or Or conditions. Add a condition to every line in
the list of criteria, except the first one.

Use the Or condition to find wells that meet at least one of the criteria. For example, the
conditions may instruct the query to search for wells having equipment failure caused by
corrosion or erosion.

Use the And condition to find wells that meet all of the criteria. For example, conditions may
instruct the query to search for wells in the Pembina field that have a failure caused by
corrosion in the last three years.

Note: The And condition only works when searching for two criteria in the same table. An And acts as
an Or condition when criteria is chosen from different tables. To use conditions with different tables, use
the Custom SQL query to create a SQL statement.

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Custom SQL Queries

Users can also build their own searches using a direct SQL query. There are three ways to add
a custom SQL query:

 Type the SQL statement directly into the field.

 Create the SQL statement elsewhere, copy it to the Windows clipboard and type Ctrl+V
to paste it into the field.

 Enter search criteria in the Design SQL field, and click the Paste From Criteria button
to paste it in. A statement can be added as needed.

For more information on creating SQL statements to personalize queries, contact your
WellView administrator.

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8.2 Multi Well Reports

To view reports for a group of wells, access Multi-Well Reports from the Well Explorer
window.

Multi-well reports allow users to run reports on a group of wells. For more information about
how multi well reports are set up, contact your WellView administrator.

Tip: To quickly select a group of wells, use Quick Query, query templates, or Group by folders.

To view multi-well reports, complete the following steps:

1. In the Well Explorer window, select the wells to be included in the report (Figure 8-2).

2. Click the Multi Well Reports button.

3. Select a report from the list. The report will appear in the right side of the window.

Figure 8-2: View multi-well reports

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8.3 Schematics
The schematic provides a representation of downhole data. Users can customize the
appearance of the schematic and the group lists. Users can also view a specific event date in
the history of the well and you can also view actual and proposed data.

Schematic Templates
WellView provides many choices for the type of data to view in a schematic. Users can set up a
standard list of settings in the schematic templates, which provide various layouts to describe
different data. For example: A Completions template will portray completions data.

Choosing a Template

Chevron may already have a series of schematic templates. Users can select a template from a
list to provide different views of data. To choose a template:

1. Right-click in the schematic and then select Templates from the menu bar.

2. Select a template from the list, and click OK. The schematic window will refresh to
show the information as it has been set up in the template.

Figure 8-3: Choose Template dialog window

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Create a New Template

A custom template can be set up to include the commonly viewed items in a schematic.

SmartScaling
Users can choose to use SmartScaling™ when displaying elements in a schematic.
SmartScaling adjusts the view so that only equipment that appears on the selected date is used
in the scaling algorithm.

Assign the Template a Name

The first step in creating a template is to assign the template a name.

1. Right-click in the schematic window and choose Templates from the menu.

2
1

Figure 8- 4: SmartScaling window

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2. Click the New button. The Template Properties window will appear.

3. In the Template Name field, type a name for the template.

4. Click OK.

Adding Tracks
In the Tracks tab, select the data that appears in the schematic columns. Then select the track
and change its properties, such as the annotation space and other information to display.
Different tracks have different options available. To add tracks:

1. Choose the Tracks tab.

2 5
6 3

Figure 8-5: Add tracks

2. In the Available tracks field, select a track to include in the template.

3. Click the right arrow button to move the track into your template.

4. Choose the track in the Selected Tracks field, and then click the Details button to
change its properties.

5. Click the up and down arrow buttons to move the track up or down in the list.

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6. To remove a selected track, choose the track and then click the left arrow button .

7. Repeat steps 2 through 6 to add and remove more tracks.

Adding Filters
Use the Filters tab to select the subject areas to display and specify how they are annotated.
Different options for each subject area can be set.

In the Column List Track Filters section, users can specify that the selected subject area
appears in the column list. In the Column List > Proposed Track in the Tracks tab, users can
select the Actuals in proposed track checkbox to specify that actual data appears in the
proposed column for the selected subject area. To add filters:

1. Click the Filters tab (Figure 8-6).

3
4

5
2

6
7

Figure 8-6: Filters

2. Select a subject area from the list.

3. Check the Display field to show the subject area on the schematic.

4. Check the Use in SmartScaling™ field.

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5. Check the Annotate on Schematic track to annotate the subject area and then select
the options from the list.

6. Click the More button to select other options.

7. Check the Display in Column List track if to show the subject area data in a column.

8. Select Actuals in proposed track to view actual data for this subject area instead of
proposed data in the column.

9. Repeat steps 2 through 7 for each subject area that will be set up.

Set "Other" Options

Use the Other tab to select options to change the appearance of the schematic, including
options to use SmartScaling, which fonts to use for the annotations and headings, and whether
to show the grid. To set up other options, complete the following steps:

1. Select the Other tab (Figure 8-7).

2 3

Figure 8-7: Template properties (Other tab)

2. In Measured Depth Scaling, select either SmartScaling or To Scale.

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3. In the Fonts field, select the text item to change the font, such as the schematic title or
track text, and then click the Set button to select a new font.

4. In the Colors field, select the element on the schematic that needs to be changed to a
different color, such as the cement plugs or zone intervals, and the click the Set button
to select a new color.

5. Check the Show grid field to display grid lines on the schematic.

6. Click OK to view the updated schematic.

Edit a Template

Users can change the settings for any existing schematic template. To edit a template:

1. Right-click in the schematic window and choose Templates from the menu.

2. Select a template from the list, and click the Edit button.

3. Select a tab, and make the necessary changes.

4. Click OK.

Copy a Template

If you want to use an existing template as a basis for a new template, you can copy the
template and then edit the new version. To copy a template, complete the following steps:

1. Right-click in the schematic window and select Templates from the menu.

2. Select a template from the list, and click the Copy button. The new template appears in
the list of templates with (copy) beside the name.

3. To change the name of the template and its settings, click the Edit button.

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Delete a Template

To delete templates that are no longer in use:

1. Right-click in the schematic window and choose Templates from the menu.

2. Select a template from the list, and click the Delete button.

3. Click the Yes button to confirm the delete.

Design a Schematic Template

Users can design schematic templates for personal use, or for use across the organization.

Exercise 1
1. Open the Sample 11 – Full Data well.

2. Select the Schematic tab.

3. Copy the Casing and Cement template.

4. Edit the Casing and Cement template (copy) and change the name to “<my CAI>
Example”.

5. Add a Depth Marker track

6. Click the Details button and select all options for display.

7. Click the Filters tab

8. Select Other Strings and remove the display flag.

9. On the Filters tab, select Perforations. Select to Annotate on the Schematic Track.

10. Click OK to exit the windows.

11. View the schematic. Try out the different scaling options on the Other tab
(SmartScaling, Use all dates, To Scale).

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Figure 8-8: Template Properties window

Exercise 2
To create a new schematic:

1. Right click the schematic and select Templates.

2. Click the My Templates folder and choose New.

3. Name the new schematic “Drilling,” and add the following:

 Tracks for MD, TVD, Inclination and the Actual Schematic

 A Depth Curve track you will call ROP, with Bit RPM, Int ROP, and RPM displayed.

4. On the Filters tab for the perforations, have the perforations annotated on the left hand
side of the schematic, rather than the right.

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5. Experiment with the space allotted on the left and right sides of the Schematic-Actual
track. To do this, go to the Schematic-Actual track and choose Details. Adjust the
Annotation Space on the left and right hand sides by changing the values to 20 and
30 for the left and right.

6. On the Filters tab for the tubing string annotations, turn off Annotate Tubing and
Annotate Other Tubing Equipment.

7. On the Filters tab for casing strings, turn off the annotations for Casing and Casing
Equipment (select Single Annotation for Entire String).

8. Choose to display the OD, ID, and Top and Bottom MD. For these annotations, turn on
the captions, but leave the units off.

Your schematic for the Sample 11 – Full Data well should resemble Figure 8-9:

Figure 8-9: Schematic rendering for Sample 11 – Full Data well

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8.4 Add-Ins
Add-ins are extra applications or commands included with WellView. Add-ins are available from
the toolbar when viewing wells in the Well Explorer window or when opening a well to view
reports or schematics.

To use an add-in, complete the following steps:

1. Click the Add-ins button .

2. Choose a command from the list.

Additional information about add-ins is available in Chapter 10 – Appendices.

8.5 Copying Field Names

To create a list of all the field names that are available in a WellView folder, users can copy the
field names to the Windows clipboard. From there, paste the list of names into another
Windows application.

Note: This command is usually used by WellView administrators.

To copy the field names:

1. Select Get Field Names from the Tools menu.

2. Click the Copy button.

3. Click OK. The list of names can now be pasted into another application.

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9.1 View Reports ........................................................................................................ 9-1
Review the Report Window .................................................................................................. 9-1
Add a New Record ............................................................................................................................9-3
Change the View .................................................................................................................. 9-3
View a Specific Page .........................................................................................................................9-3
Zoom In ..............................................................................................................................................9-3
Refresh Report Data ............................................................................................................ 9-3
Edit Report Data ................................................................................................................... 9-3
Copy a Report ...................................................................................................................... 9-4
Copy a Report to Excel ........................................................................................................ 9-4
Print a Report ....................................................................................................................... 9-5

9.2 Design Single Well Reports .................................................................................. 9-6

Report Building Tips ............................................................................................................. 9-6
Create a New Report ............................................................................................................ 9-8
Set up a Report Page ........................................................................................................... 9-8
Apply a Master Template (if used) ....................................................................................................9-8
Set up the Page.................................................................................................................. 9-10
Set up Fonts and Colors ..................................................................................................... 9-11
Set Anchor Properties ........................................................................................................ 9-14
Add Blocks ......................................................................................................................... 9-16
Place Blocks in Layers ....................................................................................................................9-16
Add Table Data .................................................................................................................. 9-17
Set up Table Data ............................................................................................................................9-17
Add Records ....................................................................................................................................9-20
Filter and Sort Records ...................................................................................................... 9-24
Set Anchor Filters ............................................................................................................... 9-24
Set Data Filters ................................................................................................................................9-26
Sort Data ............................................................................................................................ 9-28
Add Child Tables ................................................................................................................ 9-30
Add History Lists ................................................................................................................ 9-31
Add Graphs ........................................................................................................................ 9-34
Add Schematics ................................................................................................................. 9-38
Add Text ............................................................................................................................. 9-40
Add Logos .......................................................................................................................... 9-42
 Save and Close a New Report ........................................................................................... 9-44
Save a Report as a Bitmap ................................................................................................. 9-44
Single Well Report Exercise ............................................................................................... 9-46
Exercise 1: Create a Simple Single Well Report ............................................................................9-46
Exercise 2: Create a Single Well Report With Filtering ..................................................................9-47
View Multi Well Reports ..................................................................................................... 9-50

9.3 Design Multi Well Reports ................................................................................... 9-52

Add Multi Well Blocks ......................................................................................................... 9-54
Select a Multi Well Table .................................................................................................................9-55
Select Wells .....................................................................................................................................9-56
Add Multi Well Fields .......................................................................................................................9-57
Set the Multi Well Block Properties .................................................................................................9-59
Filter and Sort Multi Well Records ...................................................................................... 9-60
Set Data Filters ................................................................................................................................9-60
Sort Data ..........................................................................................................................................9-63
Save and Close a Multi Well Report ................................................................................... 9-64
Multi Well Report Exercises ................................................................................................ 9-64
Exercise 1: Create a New Report ....................................................................................................9-64
Exercise 2: Create a Multi Well Report With Sorting and Formatting ............................................9-65
Exercise 3: Create a Multi Well Report With an Embedded Query ................................................9-67
 Chapter 9 – Reports

Chapter 9 – Reports
9.1 View Reports
Users can view and print a variety of reports in WellView. Reports are automatically updated
when well data is edited or added. This chapter provides instructions for selecting a report,
refreshing report data, copying data into another application, printing the report, and editing the
data that appears on the report.

Users can view pre-defined reports or create customized reports. For instructions on creating
ad hoc reports, see section 9.2 – Design Reports.

Double-click a field in the report at any time to edit report data.

Review the Report Window

Use the Reports tab to view and print reports on WellView data. To view reports for a well:

1. Select a well in the well list.

2. Click the Open button.

3. Select the Reports tab.

To view a group of reports:

1. Select multiple wells from the well list.

2. Click the Open button.

3. Select from that list of wells when viewing reports.

When you select a report from a report folder, the report displays in the right side of the
window.

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A
B

C F G H I J K

Figure 9-1: WellView Report window

A H
If more than one well is selected, Select the report page to view.
choose a well from the list.

B I
Click the Close button to close the Select the percentage to magnify the
well. report by.

C J
Click the expansion icon to Click the Print button to print the
expand a report folder. report.

D K
Click the collapse icon to collapse Click the Refresh button to update
a report folder. the report with any recent changes.

E L
Select a r eport here to display it in Hide the reports tree by dragging the
the right side of the window. column to the left.

F M
Select a s ubject area from the list Double-click a report field to open the
boxes. Subject areas vary depending on corresponding record in the Edit Data
the report. window.

G
Click the New button to add a ne w
record to the current subject area.

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Add a New Record

To add a new record to the currently selected subject area, click the New button .
WellView will open a new record in the Edit Data window.

For example: When viewing a daily operation for 04/04/2008 in the drilling job, click the New
button to add a report for the next day.

Change the View

Buttons on the Report toolbar provide different viewing options. Users can view a specific page
or zoom in on part of the report page.

View a Specific Page

To view a specific page on a multi-page report, select the specific page from the Page
dropdown menu .

Zoom In

To magnify or zoom in on part of the report, select the percentage to magnify the report by from
the Zoom dropdown menu .

Refresh Report Data

Users can update data while viewing a report. Click the Refresh button to refresh
the report to show the most current data.

Edit Report Data

To change report data, double-click a field on the report or click the Edit button . The
corresponding record will open in the Edit Data window.

When accessing the Edit Data window from a report, users can opt to display only the
applicable subject area folders or all folders on the left side of the window. Users can also opt
to display all fields for the subject area or just the fields that appear on the report.

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If a user clicks the Edit Data button from the toolbar, all subject areas will display in the Edit
Data window.

Note: If users double-click a green field to edit data, WellView may not access the correct subject area.
A green field indicates calculated data, and several input fields may be required to generate the
calculation.

After closing the Edit Data window, the updated information will display on the report.

Copy a Report
To edit or view single well or multi well report data in another Windows program, users can
copy the report. When a report is copied, the data from the report is copied to the Windows
clipboard as text. From there, the data can be pasted into another program.

To copy a report:

1. Select the required report.

2. Right-click in the Report window.

3. Select Copy Data to Clipboard.

Note: Copying a report works from the Report tab only.

Copy a Report to Excel

Users can also copy the current report directly to Microsoft Excel. After selecting the Copy to
Excel command, the report will open in an Excel window so users can edit the report data.

To copy a report to Excel:

1. Select the required report

2. Right-click in the Report window.

3. Select Copy Data to Excel.

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Print a Report
When users print reports, they can change the default printer, or choose to print the current
page or all pages for multi-page reports, as well as or all of the reports for the template.

For example: If a BHA report has 10 assemblies, users can print all of the assemblies, or select
specific assemblies to print.

To print a report:

1. Click the Print button.

2. Click the Properties button to change the printer settings, if needed.

3. Select the number of copies.

4. In the Print Range field, select whether to print the current page or all pages.

5. Select whether to print all reports for this template or only selected reports.

6. If printing select reports for this template, select all items in the box to print.

7. Click the Print button.

2
3

4 5

Figure 9-2: Print setup window

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9.2 Design Single Well Reports

WellView includes a list of standard reports. The WellView report editor is also available for
designing customized reports. Plan ahead when designing a report to accurately determine the
table levels to include and the fields in each level.

A report is composed of a series of blocks, which can contain information such as table data,
headers and footers, graphics, history data, schematics, and graphs.

The Peloton Application Report Editor enables users to build almost any single top entity report
(data from one well or site only).

Note: When using the Report Editor, WellView is in edit mode.

Tips for administrators:

 System administrators can add new reports or edit existing reports in the
<pceapppath>\custom directories. Alternatively, they can also edit the templates and
move them into different directories. Users without admin mode access can save report
templates to their P:\ drives. The template paths are defined in the UDL.

 Administrators are encouraged to make corporate report templates read-only to ensure

that users cannot inadvertently alter the files.

Report Building Tips

 Try to use “growing” blocks, if possible. Using many fixed regions for table blocks can
often lead to the unnecessary creation of multi-page reports.

 Think of creating two growing blocks (one on the left and one on the right) and making
one wide and one narrow. Refer to the default Drilling Activity report for an example
of this structure.

 To determine the best way to create a filter, look at a similar report that is working
properly to see how the filter is set up.

 Modifying an existing report is often faster than building one from a blank template.

 Select the top-most data block properly to present the necessary data in that block.
For example: To present Job and Perforation data, select the Well Header table as

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the top-most data block because the Jobs and Perforations tables are child tables of
the Well Header table.

 Thoroughly check a report while building it to make sure it is presenting data as

intended (particularly check that anchors and filters are set properly). Try to use a well
that has a full set of drilling and completions data for testing the report.

 If uncertain of the data field names to select on the report, go to Edit Data, and select
the appropriate table. Select Get Field Names from the Tools menu.

 Remember that WellView has 86 tables that are part of the logical data model (that is,
they contain only calculated values). These tables are only accessible through the
report engine, so become familiar with the data model. Most of the calculated tables
perform summations at the job, phase and daily operations levels.

 Users can copy and paste an existing block from one report to another.

 Master templates should only have well header data on them. Data from the Jobs,
Daily Operations or any other table will not carry over to page two of a multi-page
report.

To create a report:

1. In the Reports tab, select the My Reports folder.

2. Right-click in the window, and select Advanced > New Report. The report editor will
open.

3. Add blocks to the report.

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Create a New Report

You can create a n ew report from the Reports window.

You must first select the My Reports folder. The reports you create are available only to you
and are stored in this folder.

Note: The My Reports folder is located on your own P drive.

To edit a report:

1. Right-click the report name from the My Reports folder

2. Choose Advanced.

3. Choose Edit Report.

To delete a report:

1. Right-click the report name from the My Reports folder.

2. Select Advanced.

3. Select Delete Report.

Set up a Report Page

As a first step in designing a report, set up the report page. Access standard settings from a
master template, or change the printed page size, orientation, margins, fonts and colors.

Apply a Master Template (if used)

A master template is a report layout that is used as a basis for creating a new report. For
example, an organization may create one or more master templates that include a logo, fonts,
standard data and page margins. This layout can be applied to any new reports as a starting
point for a design. A master template gives a common appearance to reports created in an
organization.

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The master templates are stored in the Master Templates folder. Users can choose to use a
master template or set up their own designs.

Note: Users cannot change the page setup or the font and color settings of a master template.

To apply a m aster template:

1. In the report editor window, click the Page Properties button .

2. In the General tab of the Report Properties window, select one of the following:

 No Master Template – Users will start with a new blank page for the report.

 Use Master Template – Users can click the Browse button to select a report
template.

Figure 9-3: Report Properties setup window

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Set up the Page

Users can modify the following settings when not using a master template:

 Size – Select a page size from the list. To set up a custom page size, select Custom
and then enter the width and height of the page in the boxes.

 Orientation – Select either Portrait or Landscape .

 Margins – Enter a value in for the top, bottom, left and right margins.

If using a metric page size (such as A0), the units of measure are in millimeters. If
using an imperial page size, the units are in inches.

To set up the page:

1. Select the Page Setup tab in the Report Properties window.

2. In the Size section, select the size of the page. If selecting Custom, enter the width
and height in the boxes.

3. In the Orientation section, select Portrait or Landscape.

4. In the Margins section, enter the Left, Right, Top and Bottom margins.

Figure 9-4: Report Properties setup window

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Set up Fonts and Colors

Use the Fonts & Colors tab to specify the fonts used for text in the report and the colors used
in the background of headings and title bars.

Users can specify the fonts for the following items on the report:

A
G

B
D

Figure 9-5: Options for font and color setup

A E
Block title bar Cell caption above

B F
Table heading Data

C G
Record/row heading Cell caption left

D
Column heading

To modify fonts:

1. Select the Fonts & Colors tab.

2. In the Fonts section, select the text to change.

3. Click the Change button.

4. In the Font window, specify all applicable font settings, including typeface, style, size,
effects and color.

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5. Click the OK button. Repeat steps 2 through 5 for every text item that will be changed.

6. Click the OK button the changes are complete.

2
3

4
5

Figure 9-6: Font setup window

Users can also specify a background color for the following areas on the report:

 Block title bar

 Table heading

 Record heading

 Column heading

 Alternating data rows

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To set up colors:

1. Select the Fonts & Colors tab.

2. In the Colors section, select the background item to change.

3. Click the Change button.

4. In the Color window, select a color from the ones shown or click the Define Custom
Colors button to specify a custom color.

5. Click the OK button. Repeat steps 2 through 5 for every background item that will be
changed.

6. Click the OK button when the changes are complete.

2
4
3

Figure 9-7: Color setup window

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Set Anchor Properties

An anchor table is a subject area selected for a single well report that splits or filters the report.
The anchor table determines which data appears on each report.

For example: If a user selects the Daily Operations table as an anchor, each day starts a new
report. Users can select the day from the available dropdown menu.

Users can set up the following anchor table properties:

 To filter or sort the anchor records, click the Filter/Sort button. The filter removes
certain anchor records from the drop-down list when they do not apply to the report.

For example: Users can filter out a d aily cost report if the total cost for the day is null.
The sort overrides the default sort order for the anchor records. To filter or sort records,
and anchor property must be set.

 To change the default description for the record, click the Customize Description
button.

 If the anchor table has a parent table, select the Group reports by parent records
checkbox to organize the report by parent table as well. If this checkbox is selected, the
parent table appears as another dropdown menu.

For example: If the anchor table is the Daily Operation, the parent table is Jobs. If this
checkbox is selected, the report also adds the Job dropdown menu as another way to
select the data, and the daily operations are grouped into their respective jobs.

To set an anchor property

1. Click the Anchor button on the report editor toolbar.

2. Click the lookup button to select an anchor table.

3. Select a table from the list, and click OK.

4. Click the Filter/Sort button to filter or sort the anchor table.

5. Click the Customize Description button to change the description for the anchor table.

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6. To also anchor the report by the parent records, select Group reports by parent
records.

7. Click the Filter/Sort button to filter or sort the parent records.

8. Click the Customize Description button to change the description for the parent
records.

9. Click OK.

4 5

6
7 8

Figure 9-8: Anchor properties setup

For instructions on sorting as well as setting anchor and data filters, see Filter and Sort
Records.

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Add Blocks
A block is a group of data that appears together on one page on a report. A block can contain
information from the WellView database, history data, graphs, external data such as a
schematic diagram, text such as titles and footers, and graphic images such as logos.

To add a block to a report, click one of the following buttons from the report editor toolbar:

After creating a block, users can do the following:

 Click the block and drag the block to a different location on the report.

 Drag the corner sizing handles to change the size of the block.

 Double-click the block to change its properties and add information.

To delete a block, select the block and click the Delete button on the toolbar.

After adding a block, click the Refresh button to view the data in the block.

Place Blocks in Layers

In some cases, a b lock may need to appear on top of another block in a report. For example: A
user may need to place a logo on top of a d ata block. If a block is hidden, users can move the
block forward or backward.

To move a block forward or backward:

1. Select the block.

2. Right-click in the report editor and select Order > Bring to Front or Order > Send to
Back.

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Add Table Data

Click the Tables button to add any information from the well database tables to a report. Select
the subject areas to include and the fields in each subject area.

Deciding what tables and fields to include on a report requires planning to determine the
hierarchy of data. The database tables are divided into parent tables and child tables. The
parent table is the higher level table. It may include child tables, and child tables may have
additional child tables.

For example: Jobs is a parent table of Daily Operations, which is a parent table of Time Logs
and Mud Checks.

Set up Table Data

Several options are available for displaying table blocks:

 Use the table heading for the block or enter a custom heading.

 Specify whether to apply an outline around the table and use the backgrounds that are
set up in the report page.

 Show blank records if no data appears for a record.

 Specify the space between tables and between records, in points. (There are 72 points
per inch.) The specified space is left between the table above and the table within the
block.

Users can display data in column or block style.

Column style displays data in rows with a column heading. Users can choose to add vertical
lines, horizontal lines or shading in alternating rows (Figure 9-9).

Figure 9-9: Data columns – vertical lines

Note: Users cannot display data in columns for child tables.

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Block style displays captions beside or above the data (Figure 9-10). When using a block style,
users can click the Customize button to include the table caption in the description or to
change date and time displays.

Figure 9-10: Data columns – block style

To set up a table block, select the table in use and then select the block properties.

To select a table:

1. Click the Table button on the report editor toolbar.

2. Select a table from the list.

3. Click OK.

Figure 9-11: Table setup

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To set block properties:

1. Select a table, and select the table options.

2. Select Column Style or Block Style, and adjust the settings.

3. Click the Block button to add a title bar or draw an outline around the block.

Figure 9-12: Block properties setup

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Add Records

After setting up the table that will be added to the block on the report, set up record the
following record options:

1. Click the Fields button to add fields to a report block. Choose fields from the table
previously selected and from associated parent tables.

2. After adding the fields, click the up and down arrow buttons to arrange the fields in the
appropriate order.

3. Adjust the width of the fields. Click the Equalize Widths button to make all fields the
same size, or select each field and specify a relative width in the Width box.

4. Select the date and time display. Choose to use the default date and time display,
show only the date and not the time, or hide the date field.

5. For some blocks, users may want to select Don’t Wrap Data so that the data appears
all on one line. If Don’t Wrap Data is selected, users can also select the Shrink to Fit
option so that the data in the field is reduced in size to fit the allotted space on the
report.

6. To add a heading for the row, select the Row Heading check box, and click the Set
box to specify a heading.

7. After adding records, click the Filter/Sort button to filter or organize the records. For
more information, see Set Anchor Properties.

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To add fields:

1. In the Data Block Properties window, click the Add button.

2. In the Row Properties window, click the Fields button.

3. Select the fields to add to the report, and click OK.

4. Click OK.

1
3

Figure 9-13: Data Block Properties window

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To set up the fields:

1. Select a field added from the list.

2. Click the arrow buttons to move the field up or down in the list.

3. Select the date and time display options.

4. Select whether to wrap data.

5. Select the Row heading checkbox and click the Set button to change the text that
appears for the row heading.

6. Click OK.

7. View the records in the Record Options block. Now records can be added, edited,
deleted or rearranged in the list.

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3
5

Figure 9-14: Data Block Properties window

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Filter and Sort Records

Add filters to a block to show specific data, such as data for a specific region only. Users have
the option of setting anchor filters and data filters.

 Anchor filter – Determines which data starts a report. For example: If creating a daily
operation, a user may anchor the report block on the daily operation to ensure each
report starts on a new day. An anchor filter is available only if an anchor table has been
set.

 Data filter – Allows users to filter records based on a field value. For example: Users
can filter report data to show only records for drilling jobs by selecting Jobs like
Drilling.

Select an operator (And or Or). Users can also set conditions on filters. Select And filters
together to specify that both conditions must be met, or select Or filters together to specify
that either condition may be met.

Users can also sort data so that it appears in the order they choose.

Set Anchor Filters

Use the Filters tab to set anchor filters. When setting anchor filters, select one or more fields
on which to anchor the report.

Note: Users can set anchor filters only if they first set an anchor table for the report.

Data from child tables of the anchor table is automatically filtered. For example: The time log
table for a report is anchored on the Daily Operations table. Data from any other table must be
filtered, or it will show all records from that table; typically anchor filters relate a date, depth or
foreign ID link contained in the current table with those same fields in the anchor table.

To set anchor filters:

1. Click the Filter/Sort button.

2. Select the Filters tab.

3. Click the lookup button to select the field.

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4. Select an operator from the list.

5. Click the Add button to add an anchor filter.

6. If adding more than one anchor filter, select And filters together or Or filters
together.

7. Select record limits, if desired.

8. Click OK.

3 4

Figure 9-15: Daily Operations Filters and Sorting window

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Set Data Filters

With data filters, users can select the value for a field to filter the data that is included in the
report.

Note: The Get value from query option is available only for multi well reports.

To set data filters

1. Click the Filter/Sort button.

2. Select the Filters tab.

3. Click the lookup button to select the field.

4. Select an operator from the list.

5. Enter the value for the data field, or select one from the lookup list.

6. Click the Add button to add a data filter.

7. If adding more than one data filter, select And filters together or Or filters together.

8. Select record limits, if desired.

9. Click OK.

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5 6

7
1

Figure 9-16: Daily Operations Filters and Sorting window

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Sort Data

Users can also sort data according to one or more selected fields.

Note: The order of operations is: Filter records, sort the records and apply the record limits.

To sort data:

1. In the Data Block Properties window, click the Filter/Sort button.

2. Select the Sorting tab.

3. Select the Sort by box, and click the lookup button.

4. Select a field to sort by.

5. Click OK.

6. Repeat steps 3 through 5 to add more fields to sort by, if desired.

7. Click OK.

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2

1
6

Figure 9-17: Sort data setup

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Add Child Tables

Users can add fields from child tables to data blocks. The availability of child tables depends on
the parent table selected for the data block.

To add child tables:

1. Select the Child Tables tab.

2. Select a table from the list.

3. Click the Add button.

4. Click the Properties button, and follow the process for setting up table blocks and
adding records.

5. Click OK.

3 4

Figure 9-18: Add child tables

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Add History Lists

A history block is a list of events that have occurred in a well. Users can choose events to
display from the WellView tables.

The events are sorted on a d ate field in the table selected. For example: If adding a list of
equipment problems, users can sort the list on fields such as the failure, action or resolved
date.

If adding an anchor record, users can click the Filter/Sort button to set filters on the record. For
more information, see Set Anchor Properties.

To add a history list, select the table to work with and set the event properties.

To select a history table:

1. Click the History button on the report editor toolbar.

2. In the Event List Block Properties window, click the Add button.

3. Select a table from the list.

4. Click OK.

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Figure 9-19: Add history lists

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To set the event properties:

1. After selecting a table, select a d ate field from the list.

2. To change the description of the record, click the Customize Description button.

3. To add filters to the list, click the Filter button.

4. Click OK.

5. In the Event List Block Properties window, select limits on the list.

6. To set up the block properties, click the Block button.

7. Click OK.

2 3

6 7

Figure 9-20: Set event properties

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Add Graphs
To incorporate a graph into a report, users can add a graph block. The following types of
graphs are available:

Area Bar Column

Cube Curve Curve Area

Doughnut Line Pie
Pyramid Scatter - XY Step

To set up a graph, choose the type of graph and select a WellView field for the X and Y axes.
Change the graph’s colors and other properties, such as whether to display a legend and how
to display annotations.

Figure 9-21: WellView graph

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To add a graph, select a table for the graph and then set the graph properties.

To select a graph table:

1. Click the Graph button on the report editor toolbar.

2. In the Graph Block Properties window, click the Add button.

3. Select a table from the list.

4. Click OK.

Figure 9-22: Select Table window

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To select the graph properties:

1. In the Graph Series window, select the type of graph to create.

2. Click the lookup button to select the fields to use for the X and Y axes.

3. Set the line properties, such as color and width.

4. Set the annotation properties.

5. To filter or sort the data, click the Filter/Sort button.

6. Click OK to return to the Graph Properties window.

7. Click the X Axis, Y Axis, and Y2 Axis tabs to set the properties for each item.

8. Change the general settings of the graph as needed.

9. Click OK to add the graph to the report.

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1
3

4
5

Figure 9-23: Graph Series window

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Add Schematics
Use the external block command to add a schematic diagram to a report. Users can add either
a shared schematic template or a custom template.

Users can add filters to the sch ematic diagram:

 If an anchor is defined for the report, select a draw date by which to filter the
schematic. For example: If the report is anchored by the daily operation table, the
schematic can include the current report day but no later. If the report end date is
selected, the sch ematic filters all elements after that date from the drawing.

 If the report is anchored on a record that has a direct link to the wellbore, or it is related
to a table that has a link to the wellbore, users can select a wellbore ID to relate the
schematic to a specific wellbore.

 If the report is anchored on a record that has a direct link to the job, or it is related to a
table that has a link to the job, users can select a job ID to relate the schematic to a
specific job.

These options are available only if an anchor filter is set. For more information, see Set Anchor
Properties.

The scaling factor only affects the size of the fonts in the schematic. Because fonts are set in
absolute sizes (for example: 8 points is 8/72 of an inch), a large page size report design with a
schematic on it might appear incorrect with relatively small font sizes. Use the scaling factor to
increase the relative size of the fonts until the schematic renders as desired.

To add an external block:

1. Click the Ext button on the report editor toolbar.

2. In the External Block Properties window, select Wellbore Schematic from the Type
box.

3. From the Template box, click the lookup button to select a sch ematic template.

4. If an anchor filter is set, click the lookup button to select a d ate by which to filter the
schematic.

5. If desired, select a wellbore ID to relate the schematic block to a specific wellbore.

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6. If desired, select a job ID to relate the schematic block to a specific job.

7. To set the block properties, click the Block button.

8. To change the scaling percentage, click the arrows.

9. Click OK to add the sch ematic to the report.

7 8

Figure 9-24:External Block Properties window

Note: If the Template box is set to <none> in step 3, the currently selected layout in the Schematic tab will be
used.

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Add Text
Click the Text button to add any text, such as report titles and footers, to a report.

As part of the text block, users can add auto text to automatically insert the current date, a file
name, page numbers or a p age count.

Users can also select a WellView field to insert into the text block. For example, a user may
want to add the well name at the top of a report

Note: Available fields are controlled by the anchor table of the report. If a table has foreign ID links
(such as Job, Wellbore or Zone) they will also show up in the table list for the text block.

To add text:

1. Click the Text button on the report editor toolbar.

2. To insert a d ate, file name, or page number, click the Insert Auto Text button.

3. Select the auto text from the list, and click OK.

4. To add a WellView field, click the Insert Field button.

5. Select a field from the list, and click OK.

6. Set the date and time display.

7. Select properties for the block.

8. To change the font of the text, click the Change button.

9. Click OK.

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6 7

8
5
9

Figure 9-25: Text editing properties

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Add Logos
To add a graphic image to a report, such as a logo, click the Logo button. Select an image file
to import into the report. The image file can be in a JPEG, GIF, BMP, ICO, WMF or EMF
format.

Note: WMF or EMF files are recommended because these file types create fewer problems when using
PDF generators such as Win2PDF and Adobe PDF Writer.

Select the Stretch image to fit block checkbox to resize the image to the logo block when the
block size changes. To maintain the logo’s original size and proportions, do not select the
checkbox.

To add a logo:

1. Click the Logo button on the report editor toolbar.

2. Click the lookup button to select an image file.

3. Select an image file.

4. Click the Open button.

5. Click the Block button to change the blocks properties.

6. Click OK to add the logo to your report.

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3

Figure 9-26: Add a logo

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Save and Close a New Report

When the report has been edited, save the report and view it in the Report window.

To save a report, click the Save button on the report editor toolbar and assign a name
to the report. Save the report in the My Reports folder so it is available to edit later.

To close your report, click the Close button on the toolbar.

Save a Report as a Bitmap

Users can save reports as bitmap image (.bmp) files that can be imported into other programs
or attached to an email message. Users cannot edit the bitmap version of the report.

To save a report as a bitmap:

1. Select the report to save as a bitmap.

2. Right-click in the Report window and choose Save Bitmap from the shortcut menu.

3. Select the required folder from the Save in box.

4. Type a name for the file in the File name box.

5. Click the Save button.

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Figure 9-27: Save report as a bitmap

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Single Well Report Exercise

Exercise 1: Create a Simple Single Well Report

The objective of this exercise is to create a simple report showing the operations summary for
each daily report for all jobs done on the well. The jobs should be sorted in descending order,
so that the newest jobs are at the top of the report.

1. Create a new report using the Letter – Portrait Header 2 master template.

2. Save the report and call it “Job Summary Report.”

3. Add a data block, and add fields from the following tables:

 Jobs (Make this table block style and select the “Show record description
headings” option and add 2 rows of data. Hint: the last 3 fields in the second row of
data are from the Wellbores table):

o Primary Job Type, Job Category, Actual Start Date, Actual End Date

o Primary Wellbore Affected, Wellbore UWI, Wellbore ChevNo, Bottom

Hole Legal Location

 Daily Operations (add a custom table caption of “Daily Summaries”) > Report
Number, Report Start Date, Operations Summary

Hint: When adding a new data block, remember to start at the Wellheader!

Figure 9-28 shows the output for the Job Summary report.

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Figure 9-28: Job Summary report output

Exercise 2: Create a Single Well Report With Filtering

The objective of this exercise is to create a completion job summary report that shows any new
equipment added during the job, shows the daily operations summary for each day of the job,
and contains a schematic showing the well as it appeared at the end of the job.

1. Create a new report.

2. Use the Letter – Portrait Header 2 master template, and call the report “Completion
Job Summary Report.”

3. Anchor the report to the Jobs table.

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4. Filter the report to only show completion jobs.

Hint: set the Data Filter using Job Category Like “Comp”

5. Add a data block on the right hand side and put the following equipment tables on the
report: Perfs, Tubing, Rods and Other in Hole.

6. Add the details as shown below and properly filter each table so that only details from
the current job show up on the report.

7. Add a section for the Job summary, daily operations summary, as well as the calc table
“Job Time Log Summary,” which is a child of the Jobs table.

 Jobs (add two rows of data):

o Primary Job Type, Job Category, Actual End Date

o AFE Number, Total AFE Amount, Total Field Cost Estimate

 Daily Operations > Report Number, Operations Summary

 Job Time Log Summary > Activity, Duration, % Total Time

 Perforations > Zone, Top, Bottom, No. Shots Planned, Calculated Shot
Total

Hint: The zone data is coming from the Zones table, not Perforations.

 Tubing Strings > String Grade, String Weight/Length, String Nominal OD,
Set Depth, Set Depth (TVD)

Hint: Make this table Block Style, select Show record description headings, and
set a custom caption using Tubing Description.

 Rods > String Grade, String Weight/Length, String Nominal OD, Set
Depth, Set Depth (TVD)

Hint: Make this table Block Style, select Show record description headings, and
set a custom caption using Rod Description.

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 Other in Hole > Description, Top, Bottom

8. Add the Tubing and Rods schematic layout on the left hand side, and filter it to draw to
the Job Actual End Date and set the Wellbore ID to the Primary Wellbore Affected
from the Jobs table.

Note: Users will need to reset the annotation scaling to less than 100% to see the first three
tracks properly.

Figure 9-29: Completion Job Summary report

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View Multi Well Reports

Multi well reports allow users to run reports on a group of wells. Click the Multi Well Reports
button on the Well Explorer window to access the multi well reports.

Two choices are available for selecting wells to include in each report:

 You can select the wells from the Well Explorer window. For a quick way to select a
group of wells, use the Quick Query, query templates, or Group by folders.

 The report can contain an embedded query that determines which wells are accessed
when you select the report. If you are viewing a report with an embedded query, you do
not have to select wells before clicking the Multi Well Reports button. You may be
prompted for a query value when you select the report (Figure 9-29).

Figure 9-30: Query value prompt

Users can also determine how wells are accessed for the report. For instructions, see Add Multi
Well Blocks.

For more information about how multi well reports are set up, see your WellView administrator.
For more information on using the report window, refer to the WellView online help.

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To view multi well reports:

1. In the Well Explorer window, select the wells you want to include in your report.

2. Click the Multi Well Reports button.

3. Select a report from the list. The report appears on the right side of the window.

Figure 9-31: Multi Well Reports window

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9.3 Design Multi Well Reports

Use the multi well report editor to design reports for multiple wells. The multi well report editor
works in a similar way to the single well report editor. To create a report, set up the report page
and then add blocks of data. Blocks can include table data, text and graphic images.

To use the multi well report editor, select the My Reports folder. The reports that a user
creates are available only to the user and are stored in this folder.

To create a new multi well report:

1. In the Reports tab, select the My Reports folder.

2. Right-click in the window, and choose Advanced > New Report. The report editor will
open.

3. Add blocks to the report.

Figure 9-32: Add blocks to a report

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To edit a multi well report, select the report name from the My Reports folder. Right-click and
select Advanced > Edit Report.

To delete a multi well report, select the report name from the My Reports folder. Right-click
and select Advanced > Delete Report.

You are now ready to set up your report. For more information on setting up multi well reports,
see the following sections:

 To select a report template, set page size and margins, and change fonts and colors,
see Setting up a Report Page in the WellView online help.

 To add a block of data on a multi well report, see Add Multi Well Blocks.

 To add text to your report, see Add Text.

 To add a logo or other graphic to your report, see Add Logo.

 To add data filters on multi well blocks, see Filter and Sort Multi Well Records.

 To exit from the multi site report editor, see Save and Close a Multi Well Report.

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Add Multi Well Blocks

A block is a group of data that appears together on one page on the report. A block for a multi
well report can contain information from the WellView database, text such as titles and footers,
and graphic images such as logos.

To find wells for the report, specify that the user selects wells from the Well Explorer, or embed
a well query in the report.

To add a block to a report, click one of the following buttons from the multi well report editor
toolbar:

After creating a block, users can:

 Click the block and drag it to a different location on the report.

 Drag the corner sizing handles to change the block size.

 Double-click the block to change its properties and add information.

To delete a block, select the block and click the Delete button on the toolbar.

After adding a block, click the Refresh button to view the data in the block.

To add data to the multi well report, select a table, set its properties and add records.

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Select a Multi Well Table

The first step in adding a multi well block to a report is to select the table to use for the block.

Note: Unlike single well report building, users will need to select the lowest table in the hierarchy.
Users will only be able to report out of that table and its parents (e.g., if a user chooses Daily
Operations, he or she will be able to report from it, as well as Jobs and the Well Header). Additionally,
if the lowest table has a foreign ID link, the user will be able to report from those tables as well.

To select a multi well table:

1. Click the Multi button on the toolbar.

2. Select a table from the list.

3. Click OK.

Figure 9-33: Select a multi well table

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Select Wells

Two options are available when selecting wells for a multi well template.

 Select wells in the Well Explorer window before viewing this report.

 Select a query. The query will be used to find wells each time the report is run. The
queries must already be set up as query templates.

Note: To run multi well batch reports, you must set up the report with an embedded query. If you are
running the batch reports on a schedule, then you must make sure that you do not embed a query that
requires a prompt to run. For information on multi well batch reports, see the WellView online help. For
instructions on setting up a query template, see Using Query Templates in the WellView online help.

To select wells from the Well Explorer window, select Use the currently selected wells on
the block properties window.

To select wells using an embedded query, select Choose wells using a query and select a
query from the list.

Figure 9-34: Multi Entity Block Properties window

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Add Multi Well Fields

After selecting a table for a multi well block, select the fields that will appear on the report.

To add fields:

1. In the Multi Entity Block Properties window, click the Add button.

2. In the Row Properties window, click the Fields button.

3. Select a field from the list.

4. Click OK.

5. Select a field in the Row Properties window and click the up and down arrows to move
the field or specify a width for the field.

6. Change options for the field.

7. Click OK.

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1
2

Figure 9-35: Add multi well fields

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Set the Multi Well Block Properties

If only one record is in a multi well report, users can add vertical and horizontal lines and shade
alternating rows of data. If more than one record is in the multi well block, users can:

 Increase or decrease the space between records.

 Add a thicker separator line between each record.

 Place the captions above or below records.

Click the Filter/Sort button to filter or sort the records. For more information, see Filter and Sort
Multi Well Records. You cannot set anchors on multi well reports. Click the Block button to
change the block title or draw an outline around the block.

To set multi well block properties:

1. In the Multi Entity Block Properties window, select the record options.

2. To filter records, click the Filter/Sort button.

3. To change the block title, click the Block button.

2 3

Figure 9-36: Equipment Problems window

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Filter and Sort Multi Well Records

Add filters to a block to show specific data. For example: A user may want to show data only for
a particular region or for a specific date.

With multi well reports, users can set data filters only, not anchor filters. A data filter allows
users to filter records based on a field value. For example: Users can filter report data to show
only records for drilling jobs by selecting Jobs like Drilling. A query can be used to select the
data.

Users can also set conditions on filters. Select And filters together to specify that both
conditions must be met, or select Or filters together to specify that either condition may be
met.

Users can also sort data so that it appears in a specified order.

Set Data Filters

With data filters, can select the value for a field to filter data that is included in the report. Users
have two options for data filters: Using a fixed value, or getting a value from a query.

To use a query, users must first build a query template and then associate that query with a
multi well report. The data filter must match the query filter structure.

Note: Do not use Between or = operators for dates in the query. Between is not an available filter in
the report. If = is used for a date, the query looks for the exact date and time. Use one of these
operators instead: Like, >=, or <=.

Users cannot use a free format SQL for queries because custom SQL is not available in the
report filter.

To set data filters:

1. Click the Filter/Sort button.

2. Select the Filters tab.

3. Click the lookup button to select the field.

4. Select an operator from the list.

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5. Enter the value for the data field, or select one from the lookup list.

6. Click the Add button to add a data filter.

7. If adding more than one data filter, select And filters together or Or filters together.

8. Select record limits, if desired.

9. Click OK.

3 4

5 6

7
1

Figure 9-37: Cement Filters and Sorting window

To set data filters with a query:

1. Click the Filter/Sort button.

2. Select the Filters tab.

3. Click the lookup button to select the field.

4. Select an operator from the list.

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5. Select Get value from query.

6. Click the Add button to add a data filter.

7. If adding more than one data filter, select And filters together or Or filters together.

8. Select record limits, if desired.

9. Click OK.

3 4
5
6

7
1

Figure 9-38: Safety Incidents Filters and Sorting window

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Sort Data

Users can also sort data according to one or more fields.

To sort data:

1. In the Data Block Properties window, click the Filter/Sort button.

2. Select the Sorting tab.

3. Select the Sort by box, and click the lookup button.

4. Select a field to sort by.

5. Click OK.

6. Repeat steps 3 through 5 to add more fields to sort by, if desired.

7. Click OK.

5
1 2
3

Figure 9-39: Apply filters and sort data

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Save and Close a Multi Well Report

After editing a multi well report, save the report and view it in the Multi Well Report window.

To save a report:

1. Click the Save button on the report editor toolbar

2. Assign a name to the report.

3. Click the Save button to save the report in the My Reports folder so it is
available for editing later.

4. Click the Close button to close the report.

Multi Well Report Exercises

Exercise 1: Create a New Report

To create a new multi well report:

1. Highlight a couple of wells and select the Multi Well Reports button.

2. Go to the My Reports folder and create a new report.

3. Select the “multi template portrait” master template and save the report as “Jobs
Report”.

4. Add a multi block, and select the Jobs table.

5. Select the following fields:

 Jobs > AFE Number, Job Category, Actual Start Date, Actual End Date

 Well Header > Well Name.

6. Equalize the widths of the fields.

7. Click and drag to resize the block so it occupies the entire report page.

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8. Save the report.

9. Select new wells to run with the job report.

10. Double-click a field on the report to access the Edit Data window.

11. Copy and paste information from the report into Excel (Figure 9-38).

Figure 9-40: WellView Jobs report

Tip: To embed a query to find wells for the report, select Choose wells using a query when
adding a multi well block.

Exercise 2: Create a Multi Well Report With Sorting and Formatting

To create a multi well report with sorting and formatting:

1. Highlight a couple of wells and click the Multi Well Reports button.

2. Create a new report and select the multi template portrait master template. Call the
report “Casing Strings”.

3. Add a multi block and select the Casing Strings table.

a. Select the following fields:

 Casing > Description, Set Depth, Run Date

 Well Header > Well Name

b. Equalize the widths.

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c. Select Shade alternate rows (this is the default).

d. Sort by Casing Description.

e. Look at the report.

4. Add a second row to the multi block.

a. Add the following fields: Casing > Length, String Grade, String Nominal OD,
Weight/Length.

b. Equalize the widths.

c. Select 12 for Space between records.

d. Look at the report.

5. Edit the casing data block.

a. Select record separator line.

b. Select captions left.

c. Look at the report.

6. Add a third row to the multi block.

a. Select the following fields: Well Header > Surface UWI, Field Name, H2S
Present, State/Province.

b. Equalize the widths.

c. Select the row heading, and set the following custom caption: Location
Information.

Tip: To embed a query to find wells for the report, select Choose wells using a query when adding a
multi well block.

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Exercise 3: Create a Multi Well Report With an Embedded Query

The objective of this exercise is to create a multi well report to track the monthly diesel usage
by Field Name. We will link the report to a query on the Explorer pane in order to perform the
well selection and filtering of the report output.

1. Create a new query in the Explorer pane and call it “Daily Operations Report Range.”

2. Prompt the user for the following criteria:

 Wellheader – Field Name “like”

 Daily Operations – Report Start Date “>=”

 Daily Operations – Report Start Date “<”

3. Select a well or two from the Explorer pane and enter the Multi Well Reports area.

4. Create a new report under My Reports and call it “Monthly Diesel Usage – Query”

5. Create a new multi block, and select the Daily Job Supply Summary table (Hint: Jobs >
Daily Operations > Daily Job Supply Summary).

6. Select the wells using the query that was created earlier in the exercise.

7. Report fields from the following tables:

 Wellheader > Well Name, Field Name

 Jobs > Job Category

 Daily Operations > Report Number, Report Start Date, Rig (Names)

 Daily Job Supply Summary > Supply Item Description, Unit Label, Consumed

8. Filter the data to only pull supply items with the Description like “diesel”, with a
Consumed amount > 0, and to only pull from the daily operations report date range
specified in the query.

9. Sort the report in ascending order, first by Well Name and then by Report Start Date.

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Figure 9-39 displays the sample output from the training database using the field name
“Skinner Ridge” and a date range of April 1, 2008 to May 1, 2008.

Figure 9-41: Output from Monthly Diesel Usage query

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10.1 Add-Ins............................................................................................................... 10-1
Add-In Launcher ................................................................................................................. 10-1
Well Planning Add-In .......................................................................................................... 10-4
Well Planning Add-In Workflow (High-Level Overview)..................................................................10-4
Detailed Well Planning Add-In Instructions .....................................................................................10-5
EDM Import ...................................................................................................................... 10-21
EDM Import Procedure ..................................................................................................................10-21
WPH to WellView Loader ................................................................................................. 10-30
Data Mapping ................................................................................................................................10-35
SAP Loader ...................................................................................................................... 10-36
Accruals Add-in ................................................................................................................ 10-38
Pre-Requisites ...............................................................................................................................10-38
Run the Accruals Add-in ................................................................................................................10-38
Report Tabs ...................................................................................................................................10-43
Oracle Password Changer ............................................................................................... 10-43
Pre-Requisites ...............................................................................................................................10-44
Run the Add-in ...............................................................................................................................10-44
Oracle Password Reset .................................................................................................... 10-46
Pre-Requisites ...............................................................................................................................10-46
Run the Add-in ...............................................................................................................................10-46
Additional Add-ins ............................................................................................................ 10-47
Global Metrics ................................................................................................................................10-47
Cost Variance by Code Detail .......................................................................................................10-47

10.2 Data Audit Reports ........................................................................................... 10-48

Procedure......................................................................................................................... 10-48
WellView Tables & Business Rules .................................................................................. 10-48
Well Header Information ................................................................................................................10-48
Zone Information ...........................................................................................................................10-49
Wellbore Information .....................................................................................................................10-49
Job .................................................................................................................................................10-49
Casing ............................................................................................................................................10-50
Tubing ............................................................................................................................................10-50
Other in Hole .................................................................................................................................10-51
Cement ..........................................................................................................................................10-51
Perforation Information ..................................................................................................................10-51
10.3 Checklists ......................................................................................................... 10-52
Morning Report Checklist ................................................................................................. 10-52
End of Well Checklist ....................................................................................................... 10-53
Major Checks .................................................................................................................................10-53
Well Header ...................................................................................................................................10-53
Wellbores .......................................................................................................................................10-53
Jobs ...............................................................................................................................................10-54
Job Supplies ..................................................................................................................................10-55
Casing Strings ...............................................................................................................................10-55
Perforations ...................................................................................................................................10-55
Tubing Strings ...............................................................................................................................10-55
Other Strings .................................................................................................................................10-55

10.4 Multiple Wellbores ............................................................................................ 10-56

Well Header Level ............................................................................................................ 10-57
Wellbore Level ................................................................................................................. 10-58
Job Level .......................................................................................................................... 10-61
Drill String BHA ................................................................................................................ 10-63
Time Log Level ................................................................................................................. 10-63
Reports ............................................................................................................................. 10-64
Schematics ....................................................................................................................... 10-65

10.5 Offline Activities ................................................................................................ 10-66

Time Log .......................................................................................................................... 10-67
 Chapter 10 – Appendices

Chapter 10 – Appendices

10.1 Add-Ins
Add-In Launcher
The WellView Add-in Launcher allows users to launch customized Chevron add-ins from the
WellView application. WellView passes information such as IDWell list for selected wells,
database connection information and unit set information to the Add-in Launcher. The Add-in
Launcher then passes the information to the customized add-in.

Using the Add-in Launcher, SBUs and users can develop custom add-ins for analyzing
WellView data. Most of the custom add-ins are Excel templates, which provide pivot table,
charting and other data analysis tools to the end user.

For additional information about creating WellView add-ins to interface with the WellView Add-
in Launcher, contact the Drilling & Completions Application Project support team at
DCAPPSUP@chevron.com.

To use the Add-in Launcher:

1. Select the desired wells in the Well Explorer window (Figure 10-1).

Figure 10-1: Well selection in the Well Explorer window

Note: Well selection in Well Explorer is only required for add-ins run for user-specified wells.

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2. Select Utilities > Add-in Launcher from the Add-ins menu (Figure 10-2). The Add-in
Launcher window will appear.

Figure 10-2: Select Add-in Launcher from the Add-ins menu

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3. Select an add-in from the Chevron Add-ins folder or click the lookup button to
navigate to the desired add-in file (Figure 10-3). The path to the add-in will appear in
the box to the left of the lookup button.

4. Click the Open button. The application will launch and the user will be able to see the
add-in. The well data, such as the connection string, IDWell list and unit will pass to the
add-in.

Figure 10-3: Select the Add-in file

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Well Planning Add-In

The WellView Well Planning add-in is designed to help users create an AFE for a job based on
phases. The Well Planning add-in is designed to write the initial AFE and Planned Phase data
to the WellView database; therefore, if any actual data exists for the selected well or job, the
Well Planning add-in will not overwrite the AFE and Planned Phase data that currently exists in
the WellView database.

Well Planning Add-In Workflow (High-Level Overview)

Create the well and job in Launch the Well Planning add-in from
the WellView database. WellView using the Add-in Launcher.

Select the newly created well or job to

initialize the Well Planning add-in.

Enter the planned data into the Well

Planning add-in:

 Spread rate

 Planned phases

 Planned phase activities

 AFE information

Launch the Well Planning add-in from

WellView using the Add-in Launcher.

Select the newly created well or job to

initialize the Well Planning add-in.

Write the planned data from the Well

Planning add-in to the WellView
database.

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Detailed Well Planning Add-In Instructions

1. Confirm that the well and job have been created in the WellView database before
launching the Well Planning add-in.

2. In the Well Explorer window, select the well to use with the Well Planning add-in.

Figure 10-4: Select the well to use with the add-in

3. Select Add-in Launcher from the Add-ins menu. The Add-in Launcher window will
appear.

Figure 10-5: Access the Add-ins Launcher

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4. Select Well Planning.xlt.

5. Click the Open button.

Figure 10-6: Select the add-in file

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6. Select the well or job for which the Well Planning add-in should be initialized.

7. Click OK.

Figure 10-7: Select the well to use with the Well Planning add-in

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Two dialog boxes will appear. One will indicate which library values are being refreshed in the
Well Planning add-in. The other will indicate which well and job information is being collected
from the WellView database. Both dialog boxes will close automatically, and the Well Planning
add-in will open in an Excel window.

Figure 10-8: Well Planning add-in in Excel window

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Well and Job Information

The Well and Job Information sheet shows well and job information retrieved from the
WellView database. This page contains the following sections:

 Well Information (1) – Confirm that the desired well is being displayed.

 Job Information (2) – Confirm that the desired job is being displayed.

 Unit Set (3) – Confirm that the correct unit set is displayed.

The data contained on this sheet is read-only and cannot be edited. If any of the data are
incorrect, close the Excel sheet, select the correct well and units in WellView, and restart the
Well Planning add-in.

Figure 10-9: Well and Job Information sheet

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Spread Rate Setup

The Spread Rate Setup sheet contains the daily rate that applies to every day of a job
regardless of the phase. On this sheet, the only editable fields are Code and Amount. These
are indicated with yellow shading. All other fields (Sub-Code, Code Detail, Description,
Description Detail and Tan/Int) are linked to the code selected in the pop-up dialog box. Each
entry requires an amount that is equivalent to the day rate for the specified code. The total
spread rate is calculated and will display at the top of the sheet in the top right corner.

Note: Throughout the Well Planning add-in, yellow cells indicate places for user data entry.

Figure 10-10: Editable fields in the Well Planning add-in

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A pop-up window will appear when the user selects a Code cell. The items listed in the pop-up
window are the same values available in the WellView application.

Figure 10-11: Account Code selection window

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Phase Setup
The Phase Setup sheet is designed for the user to enter phase names for each of the job
phases. The appropriate phase sheets are created when the user clicks the Create Phase
Sheets button. The phases defined in the Phase Setup sheet can be named anything as
required by the user and are not tied to any WellView library. If similar wells are drilled
frequently, phase names may also be standardized by the SBU to facilitate cross-well analysis.

Figure 10-12: Phase Setup sheet

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Clicking the Create Phase Sheets button will create the associated phase sheets. The dialog
box that appears after clicking the Create Phase Sheets button will indicate whether:

 New sheets will be created (Figure 10-13).

Figure 10-13: Phase Sheet Creation dialog 1

 Existing phase sheets will be removed if they do not exist in the current phase list, and
new phase sheets will be created if no match is found in the current phase list (Figure
10-14).

Figure 10-14: Phase Sheet Creation dialog 2

 All phase sheets will be removed because no phase names exist in the phase list
(Figure 10-15).

Figure 10-15: Phase Sheet Creation dialog 3

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 No phase sheets will be created because no phase names exist in the phase list
(Figure 10-16).

Figure 10-16: Phase Sheet Creation dialog 4

Phase Sheets
After the phase sheets and associated phase activity sheets are created, they are accessible in
the workbook by yellow tabs at the bottom of the sheet (Figure 10-17).

Figure 10-17: Phase sheet tabs

Note: The phase names on the tabs may not exactly match the names in the phase names list if the
phase name contains characters not allowed in a tab name or if the phase name exceeds 30
characters.

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Each phase sheet contains the following sections, all of which require user input:

Figure 10-18: Phase sheet sections

 Phase information (1) – Limited to library

 Bit/Casing Size (2) – Limited to library

 Plan Start/End Depth (3)

 Use Phase Activities for this Phase (4) – When this option is checked, the associated
phase activities sheet is visible, and the phase duration values are based on the phase
activities sheet instead of being editable by the user on the phase sheet.

 Code (5) – Limited to library; this is the same pop-up dialog as seen on the spread rate
sheet

 Amount (6)

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Phase Activity
The Phase Activity (PA) sheet associated with each phase contains all of the planned phase
activities, along with the planned time and depth for each phase activity. The durations
(minimum, likely and maximum) display on the associated Phase sheet.

Figure 10-19: Phase Activity sheet

Note: The Phase Activity sheet will not be available if the Use Phase Activities for this Phase option
is not checked on the Phase sheet.

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Phase Summary
After the Phase and Phase Activity sheets have been populated, the Phase Summary sheet
may be used to display a summary of the phases.

Figure 10-20: Phase Summary sheet

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AFE Breakdown
The AFE Breakdown sheet will be automatically populated unless the Use the Phases to
Populate the AFE Detail option is unchecked. If the option is unchecked, the AFE Detail
section will be yellow, indicating that user entry is required. The top of the AFE Breakdown
sheet contains header information for the AFE and should be populated appropriately.

Clicking the Write AFE and Planned Phase Data to Database button will cause the Well
Planning add-in to write the AFE and Planned Phase information to the WellView database.
During the write process, all codes tied to a WellView library are checked to confirm that they
are valid and exist in the current WellView library.

Figure 10-21: AFE Breakdown sheet

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The following dialog displays when a user clicks the Write AFE and Planned Phase Data to
Database button:

Figure 10-22: Write to Database dialog

Note: Click the OK button only if the correct well or job is displayed in the dialog box. Writing to the
wrong well or job may result in a loss of data for the incorrect well.

The Well Planning add-in can only write to the WellView database if it has been launched from
the WellView application. If a user does not launch the add-in from WellView and clicks the OK
button in the Write to Database dialog, the following error message will appear:

Figure 10-23: Add-in error message

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The Well Planning add-in data will be available in the WellView database once the write
process has completed and the Write to Database dialog box has closed.

Days vs. Depth and Cost vs. Depth

The Days vs. Depth and Cost vs. Depth tabs contain charts that display planned phase data
in a graphical format.

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EDM Import
The EDM Import is an add-in that will import planned well data from EDM to WellView. Data
can be imported from Compass, CasingSeat and StressCheck. Data that imports includes:

 Well Header – UWI, Operator, Location, Elevations

 Wellbore – Wellbore Name, Directional Type

 Directional Surveys – Survey Data

 Casing Strings – Casing Description, Set Depth, Wellbore, Planned Run, Casing Components

 Cement – Depths

Note: The amount of data that is imported will depend on the amount of data entered in EDM that is
available for mapping.

EDM Import Procedure

To use the EDM import:

1. Select the required well from the well list in the Well Explorer window (Figure 10-24).
To import well data from EDM, the well must be created in WellView.

Note: To import well data from EDM, the minimum data required in WellView is the Well Name
and the Business Unit.

Figure 10-24: Well selection in the Well Explorer window

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2. Select Add-Ins > Utilities > EDM Import (Figure 10-25).

Figure 10-25: Launch the EDM Import

3. Click the Browse button to select the EDM file to import (Figure 10-26).

4. Click Import.

Note: To import an EDM file, the desired well must be exported from EDM and saved on a
local drive/directory in an .xml format.

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Figure 10-26: Select the EDM file for import

If the Well in EDM does not match the Well Name in WellView, a Well Mismatch
warning box will appear (Figure 10-27). It is likely that the names will not match
because wells are created in EDM early in the planning process. If the names do not
match, verify that the well data import is correct and click OK in the Well Mismatch
warning box.

Figure 10-27: Well Mismatch warning

5. Use the EDM to WellView Wellbore Map box to map the wellbores planned in EDM to
the WellView wellbore (Figure 10-28, A and D). Data can be mapped to existing
wellbores, or a new wellbore with the same name as the EDM wellbore can be created
through the data import.

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6. Use the drop down boxes under the WellView Wellbore column to select which
WellView wellbore to import the data to. In Figure 10-28, the EDM wellbore “Ewok 4”
has been mapped to the WellView wellbore “Original Hole.”

7. If a wellbore has previously been imported from EDM, a check will appear in the box
under the Previously Imported column (Figure 10-28, B). Enter a check in the box
under the Import/Refresh column to indicate which EDM wellbore data should be
brought in during this import.

8. Click OK when the data is correct.

A B C D

Figure 10-28: EDM to WellView Wellbore Mapper

Note: The gray areas in the EDM to WellView Wellbore Mapper cannot be edited. Only the
white areas are available for editing.

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WellView will display a progress message box while importing the data.

Figure 10-29: EDM Import message box

9. When the import is complete, a message box will display the number of records imports
and any errors. Close the message box.

Figure 10-30: EDM Import Complete message box

10. Click on the selected well to open and review the imported data.

Figure 10-31: Highlight the imported well in the Well Explorer

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11. Review the imported data for accuracy.

 Directional Surveys are not created through the import, only the survey data.
Directional Survey data must be created and linked to the wellbore after the
import is successful (Figure 10-32, Figure 10-33 and Figure 10-34).

 Casing Components data maps directly from EDM. The components may not
be entered in EDM in the order that they should be entered in WellView.
Review the Casing Components data for proper running order, description
and correct icon mapping (Figure 10-35 and Figure 10-36).

Figure 10-32: Survey Data Import EDM to WellView

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Figure 10-33: Directional Survey Import EDM to WellView

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Figure 10-34: Edited Directional Survey Import EDM to WellView

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Figure 10-35: Casing Component Import EDM to WellView

Figure 10-36: Edited Casing Component Import EDM to WellView

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WPH to WellView Loader

The WPH Loader add-in is used to import new wells from WPH into WellView. WellView
champions for MCA, DWEP, GOM and SJV will use this add-in to import new wells from WPH
into WellView once the well is assigned an API number. This process will help minimize data
entry errors and duplication of wells.

Note: To run this add-in, users will need to know the 10-digit API number of the well and have Create
Entity rights in order to create wells.

This application can only be run on the WVHOUP database.

To run the WPH Loader add-in:

1. From the WellView main menu, select Add-ins > Utilities > WPH Loader.

Figure 10-37: Add-ins menu

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2. A dialog box will display, indicating that the add-in is loading (Figure 10-38).

Figure 10-38: Add-in loading dialog box

3. The WPH Loader splash screen will appear (Figure 10-39).

Figure 10-39: WPH Loader splash screen

4. The user interface screen of the WHP Loader will appear (Figure 10-40 ).

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Figure 10-40: WPH to WellView Data Loader window

5. In the Select Well Information section, select an SBU, area, field and security type.
These values will appear in the Well Header record.

6. Type the 10-digit API number in the Enter API Number field.

7. Select a location for the log file in the Log File Location field. By default, the location
of the log file will be P:\WellView\WPHLogs. Click the Browse button to select a
different file location. The log file will contain important information about the
conversion process.

8. Click the Start Import button. This button will be inactive (grayed out) until all
information is entered.

9. Watch the Import Status box to monitor the progress of the import.

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If a user clicks the Cancel Import button while the process is running, the migration will stop
after it reaches the end of the section that is currently being imported (such as Well Header or
Wellbore). This button will be inactive until the process is started.

After the migration process is complete, the status bar will read “Finished Import!”

If no well is found in WPH matching the designated API, a message will appear, indicating that
the well was not found (Figure 10-41).

Figure 10-41: Well Not Found dialog box

If the well already exists in WellView, a message will appear, indicating that the well already
exists and that the import will be terminated (Figure 10-42).

Figure 10-42: Well Already Exists dialog box

If more than one well exists in WellView with the same API10 that has been entered, a
message will appear, indicating that the import will be canceled (Figure 10-43).

Figure 10-43: Duplicate Wells dialog box

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If any errors have occurred during the import process, the word “Error” will appear at the
bottom of the screen. If no errors have occurred, “View Log” will appear at the bottom of the
screen. Click the button to review the log file.

Users may receive the following error messages that will not allow the add-in to run:

 User launches the add-in from a standalone version of WellView (Figure 10-44).

Figure 10-44: Oracle database error dialog box

 WellView library cannot be located or opened (Figure 10-45).

Figure 10-45: Library error dialog box

 User’s ID is not assigned to a security profile with Create Entity rights (Figure 10-46).

Figure 10-46: Insufficient privileges error dialog box

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Data Mapping

Table 10-1: Mapping information for WPH to WellView Loader

WellView Field WPH Field or Other Source Comments

Wellheader.WellIDD (Legal Well Name) Chev_wellbore.wel_well_name
Wellheader.Division (Business Unit) From user input on the add-in form
Wellheader.Area (Area) From user input on the add-in form
Wellheader.FieldName (Field Name) From user input on the add-in form
Wellheader.FieldCode (Field Code) Based off of the Field Name selected, the
program will load the Field Code from the
WellView Library.
Wellheader.UserTxt4 (Global Upstream Hardcoded This add-in is o nly going to be used by
Organization) North America E&P
Wellheader.WellIDC (Surface ChevNO) Chev_wellbore.ChevNO
Wellheader.Operator1 (Operator) Hardcoded to load “Chevron”
Wellheader.DtTmSpud (Original Spud Date) Chev_wellbore.wel_spud_date
Wellheader.DtTmAbandon (Abandon Date) Chev_wellbore.wel_pi_aband_date
Wellheader.Country (Country) Hardcode to load U.S.A This Add-in will only be used by domestic
locations.
Wellheader.StateProv (State/Province) Be_state_vw.base_src_descrptn Where chev_wellbore.wel_province_state
= be_state_vw.base_std_abr
Wellheader.County (County) Be_county_vw.base_src_descrptn Where chev_wellbore.wel_county =
be_county_vw.base_sdt_abr
Wellheader.UserTxt2 (Section) Chev_wellbore.con_congress_section OR Loads which ever field is populated. No
Chev_wellbore.tex_texas_section records exist where this is filled out in
more than one of these fields.
Wellheader.Agent (Township) Chev_wellbore.con_congress_township Loads which ever field is populated. No
OR Chev_wellbore.tex_texas_township records exist where this is filled out in
more than one of these fields.
Wellheader.UserTxt5 (Range) Chev_wellbore.con_congress_range Loads which ever field is populated. No
OR Chev_wellbore.tex_texas_range records exist where this is filled out in
more than one of these fields.
Wellheader.UserTxt3 (Block) Chev_wellbore.off_offshore_block OR Loads which ever field is populated. No
Chev_wellbore.tex_texas_block records exist where this is filled out in
more than one of these fields.
Wellheader.NSDist (North/South Distance) Chev_wellbore.Off_N_S_Footage OR Loads which ever field is populated. No
Chev_wellbore.Con_N_S_Footage OR records exist where this is filled out in
more than one of these fields.
Chev_Wellbore.Tex_N_S_Footage
Wellheader.EWDist (East/West Distance) Chev_wellbore.Off_E_W_Footage OR Loads which ever field is populated. No
Chev_wellbore.Con_E_W_Footage OR records exist where this is filled out in
more than one of these fields.
Chev_Wellbore.Tex_E_W_Footage
Wellheader.ElvOrigKB (Original RKB e levation) Chev_wellbore.wel_kb_elev
Wellheader.ElvGround (Ground Elev.) Chev_wellbore.wel_ground_elev
Wellheader.ElvCasFlange (Casing Flange Elev) Chev_wellbore.wel_ref_elev Load this value where
chev_wellbore.wel_elevation_ref = “CF”
Wellheader.WaterDepth (Water Depth) Chev_wellbore.wel_water_depth
Wellheader.SysSecurityTyp (Security Type) From user input on the add-in form
Wellbore.WellIDA Wellheader.UserTxt4 (Global Chev_wellbore.API12 Only will be loaded with the Add-in, not
Upstream Organization) (Wellbore UWI) the nightly service.

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SAP Loader

The SAP Loader will be run once a month and insert financial information into WellView. The
loader will insert final invoice cost records showing the total actual invoice costs, and it will be
run and managed by the Central WellView Support team.

The integration between SAP and WellView will significantly diminish the number of man hours
required to prepare project lookbacks because it allows an SBU to view all AFE estimates, field
costs and actual costs all in one application and one report. The SAP Loader is only applicable
to the SBUs that use SAP: MCA, GOM, DWEP, SJV, CBU and CUE.

Figure 10-47 displays the information inserted from the SAP Loader. This screen is locked and
users will not be able to edit or add to the information in this screen. To view this information,
select Job > AFE/WBS > Final Invoiced Costs.

Figure 10-47: Final Invoiced Costs data

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To compare the final invoice cost information against the estimates entered into WellView, you
must run the Cost Variance add-in. To run this add-in, go to the WellView Explorer window
and select Add-Ins > Exports > Chevron Cost Variance (Figure 10-48).

Figure 10-48: WellView Add-ins menu

The Chevron Cost Variance report will open in Microsoft Excel.

Figure 10-49: Chevron Cost Variance report

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Accruals Add-in
The Accruals add-in generates a Tangible Accruals or Intangible Accruals report.

Pre-Requisites

Before running the Accruals add-in, the user must have:

 Access to the WellView application through NetGIL or a standalone installation

 Access to a WellView database that is running the data warehouse and the custom
views created for add-ins (such as WVHOUP, which is an Oracle database located at
the regional data hub)

Note: Contact local IT support to confirm that these prerequisites have been met.

Run the Accruals Add-in

To run the Accruals add-in:

1. Open WellView and connect to a WellView Oracle database.

Figure 10-50: Select an Oracle database

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2. Select Add-ins > Chevron Add-in Launcher > Add-in Launcher from the WellView
menu bar.

Figure 10-51: Add-Ins menu

3. From the Add-in Launcher window, double-click Accruals.xlt.

Figure 10-52: Select Accruals.xlt

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4. Select a Business Unit (mandatory).

Figure 10-53: Select one business unit

Note: Users can not submit multiple business units.

5. Click OK.

If the data warehouse does not exist on the current Oracle database, an error message
will display (Figure 10-54). Within WellView, change the database to an Oracle
database that is running the data warehouse.

Figure 10-54: Data warehouse is not available on the database

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6. Select one or more Areas.

Note: This step is optional, but if no areas are selected, then all areas for the business unit will
be processed.

Users may select several areas at a time by holding down the Ctrl key and clicking on the
desired areas.

Figure 10-55: Select multiple areas

7. Select one or more Fields (optional).

Note: This step is optional, but if no fields are selected, then all fields for the selected areas
will be processed.

Users may select several fields at a time by holding down the Ctrl key and clicking on the
desired fields.

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8. Select the Date Range for this report (mandatory). Users can enter the date manually
or click the ellipses buttons to launch the Select Date dialog box (Figure 10-56).

Figure 10-56: Select the field and date range

9. Click OK. A dialog box will display, indicating the status of the data collection (Figure
10-57). The Accruals add-in may require several minutes to run because a large
amount of information must be collected to provide a complete report.

Figure 10-57: Accrual information collection status

10. A workbook titled Accruals1.xls will display. Users can save and rename this file as
needed.

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Report Tabs

Four worksheets are available in the workbook:

 About Accruals Report – This worksheet includes information about the Accruals
report, such as the revision date, a brief description and support information.

 Report Criteria – This worksheet contains all of the specified criteria, which includes
the selected business unit, areas and fields, as well as the start and end dates.

 All Data – This is the actual report generated by the add-in. This is where the
requested data is displayed.

Notes:

The field cost estimate data will only display summed data from the beginning of a job through
the report criteria end date. Therefore, if a job begins on March 3, 2008 and ends on May 20,
2008, and the accruals report is run for April 1, 2008 through April 30, 2008, only the costs
from March 3, 2008 through April 30, 2008 will be summed.

The AFE/WBS No field may be blank in cases where costs within a job did not have the
AFE/WBS number identified. These costs should be corrected to ensure that the amounts are
correctly allocated to the specified AFE/WBS.

 Hidden Data (Hidden) – This worksheet displays meta data for the report. It reflects
information input by the user during the process of running the add-in.

Oracle Password Changer

The Oracle Password Changer is designed to allow users to change their password for a
specified Oracle database within North America. Users must know the name of the Oracle
database, their user ID, their old password and a new password that meets the Oracle
password requirements. The Oracle Password Changer is also available at:
https://database.chevrontexaco.net/sudoadmin/changeorapwd.aspx.

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Pre-Requisites

Before running the Oracle Password Changer add-in, the user must have access to the
WellView application through NetGIL or a standalone installation.

Note: Contact local IT support to confirm that these prerequisites have been met.

Run the Add-in

1. Start WellView and connect to a W ellView database.

2. Select Add-Ins > Utilities > Oracle Password Changer from the WellView menu bar
(Figure 10-58).

Figure 10-58: WellView Add-ins menu

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3. Change the xxx in the Database Name field to the Oracle database name for which
the password should be changed (for example: WVHOUP). The remainder of the
database name entry (.oradb.chevrontexaco.net) should remain unchanged (Figure 10-
59).

Figure 10-59: Database name change

4. Ensure that the User Name and Old Password entries are correct for the specified
database (Figure 10-60).

Figure 10-60: User Name and Old Password fields

5. Enter the new password into the New Password and New Password Again fields.
The new password should adhere to the Oracle password standards, which can be
found by clicking on the link at the top right side of the page (Figure 10-61).

Figure 10-61: New Password fields and password standards link

6. Click the Submit Change button in the middle of the page.

7. The Results window will display a confirmation message indicating that your password
has been successfully changed.

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Oracle Password Reset

The Oracle Password Reset add-in is designed to allow users to reset their password for a
specified Oracle database within North America. The add-in is helpful when a user has
forgotten his or her password, or if the password has expired. The Oracle Password Reset add-
in is also available at: http://wellviewam.chevron.com/UserChangePWD.aspx.

Pre-Requisites

Before running the Oracle Password Reset add-in, the user must have access to the WellView
application through NetGIL or a standalone installation.

Note: Contact local IT support to confirm that these prerequisites have been met.

Run the Add-in

1. Start WellView and connect to a W ellView database.

2. Select Add-Ins > Utilities > Oracle Password Changer from the WellView menu bar
(Figure 10-62).

Figure 10-62: WellView Add-ins menu

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3. Select the appropriate Oracle database, and click the Reset button ().

Figure 10- 63: Oracle database password reset

4. Two emails will be sent to the user. One will contain the user ID, Oracle database
name and instructions for changing the Oracle password. The other will contain a
temporary password. The user must change the temporary password within five days
or the user account will be locked.

Additional Add-ins
The Global DCAP team is currently developing additional add-ins that will be available within
the next few months.

Global Metrics

The Global Metrics add-in will allow users to pull the required global D&C metrics into the
existing metrics templates. Users will be able to pull this data by global metrics region, area,
field or job. The data will be extracted from WellView and exported to an Excel file to allow
business units to quickly submit required quarterly metrics to the Global D&C group.

Cost Variance by Code Detail

The Cost Variance by Code Detail add-in will pull the additional cost code detail breakdown
used by some business units to allow for a m ore detailed cost analysis. This add-in creates a
pivot table in Excel so that the user can see and manipulate this breakdown in various ways.

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10.2 Data Audit Reports

Data audit reports allow users to use logic to identify incorrect data. Users can filter the records
returned by the Field Name or Report Start and/or End dates, and then click on a well record
to correct the data.

Procedure

1. Connect to the database that contains the wells to be audited

2. Click the Multi Well Reports button.

Note: Make sure that a well is selected before doing this, or an error message will appear.

3. Expand the Data Audit Reports menu.

4. Select an audit report for the WellView table requiring a review. Each report has
information at the top that describes the business rules that the wells have violated.

WellView Tables & Business Rules

The following sections describe the WellView tables and the business rules available in the
data audit reports for each.

Well Header Information

The Well Header Information report returns a list of wells that have incorrect elevations and
incorrect statuses. These rules include:

 Tubing head elevation that is greater than the casing head elevation.

 Tubing head elevation or casing head elevation that is greater than original KB.

 Wells that are flagged as “Planned” and have an original spud date recorded.

 Production wells that have an original spud date that is later than the first production
date.

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Zone Information

The Zone Information report returns a list of wells that have a bottom zone depth that is
shallower than the top depth.

Wellbore Information

Wellbore
The Wellbore report returns a list of wells with wellbores (other than the original hole) that:

 Do not have a kick-off depth and associated kick-off method.

 Have a kick-off depth but no associated kick-off method.

It also returns wells with directional wellbores that have an associated directional survey but do
not have a vertical section direction.

Wellbore Section
The Wellbore Section report returns a list of wells with wellbore sections that do not have
associated start or end dates even though a depth has been entered.

Job

Job
The Job report returns a list of wells with jobs that have:

 A job end date earlier than the start date.

 A job end date more than six months old, but no final actual cost data.

Drilling Parameters
The Drilling Parameters report returns a list of wells with drilling parameters that have:

 More than 24 hours from start to end dates.

 An end depth that is less than the start depth.

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Daily Operations
The Daily Operations report returns a list of wells with:

 More than 24 hours in one day. This is not a calculation of the time log; it is only a
calculation of start dates to end dates exceeding 24 hours.

 Jobs that do not include the number of days since reportable incident.

Daily Fixed Costs

The Daily Fixed Costs report returns a list of wells with daily fixed costs that have tangible
costs classified incorrectly as either capital or expense. It checks for tangible items with a cost
greater than $5,000 that have been classified as an expense instead of capital.

Material Transfer/Physical Inventory

The Material Transfer/Physical Inventory reports returns a list of wells:

 For which the received, installed and transferred quantities of physical inventory do not
balance.

 That have physical inventory records that are missing a receiving document number or
a transferred document number.

Casing

Casing
The Casing Report returns a list of all wells with casing strings that are not planned and do not
have an associated run date.

Incorrect ID
The Incorrect ID report returns a list of all wells with casing strings that have components with
an ID greater than the OD.

Tubing

Tubing
The Tubing report returns a list of all wells with tubing strings that are not planned and do not
have an associated run date.

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Incorrect Tubing ID
The Incorrect Tubing ID report returns a list of wells with tubing strings that have components
with an ID greater than the OD.

Other in Hole

The Other in Hole report returns a list of wells with other in hole items that:

 Are not planned and do not have an associated run date.

 Have components with an ID greater than the OD.

Cement

The Cement report returns a list of wells with cement jobs that are not planned and that do not
have an associated start date.

Perforation Information

The Perforation Information report returns a list of wells with actual perforations that have a
bottom depth that is shallower than the top depth.

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10.3 Checklists
Morning Report Checklist
 Make sure that times (days, hours, minutes) match up.

 Make sure the times add up to 24 hours.

 Check costs to make sure that the total of yesterday’s cumulative costs and today’s
daily costs add up to today’s cumulative costs.

 Make sure that all mud checks are recorded (when necessary).

 Make sure that safety checks have occurred every day.

 View the Days vs. Depth graph to make sure the drilling parameters are correct.

 Check the depth in and out to make sure the data is accurate.

 Conduct a spell check on the data records.

 Correct grammar and abbreviations as necessary.

 Conduct a QA/QC check for phase, time and cost codes.

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End of Well Checklist

Major Checks

 Make sure that all start, end and run dates are entered.

 Verify that all end dates are later than the start dates.

 Confirm that all IDRec fields are entered (such as Wellbore, Job, String and Zone).

 Make sure that all end depths are deeper than the start depths.

 Check the schematic for errors.

Well Header

 Update the well status.

 Update the spud date (original spud only).

 Update the rig release date (original rig release only)

 Update the on production date.

 Update the abandon date (if necessary).

 Update the well turned over to production date.

Wellbores

 Check that the wellbore has the proper parent wellbore.

 Make sure the wellbore has an associated directional survey.

 Verify that the vertical section direction has been entered.

 Confirm that the bottom hole location has been recorded.

Wellbore Sections
 Confirm that the actual start of a section matches the actual bottom of the previous section.

 Verify that all start and end dates have been recorded.

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Deviation Survey
 Make sure that a tie in point is entered if the survey is for a sidetrack or multi-lateral.

Jobs

 Update the job end date.

 Update the status at the end of the job.

Planned Job Phases

 Update all actual start and end dates for all phases.

AFE Costs
 Enter all supplement numbers, if applicable.

Rigs
 Update the rig release date for this job.

Drilling Parameters
 Confirm that start and end date durations do not exceed 24 hours.

 Fill in the drilling time for all footage entered.

Interval Problems
 Make sure that all major trouble time events have associated interval problems.

Interval Lessons
 Enter any lessons learned on this well for future reference.

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Job Supplies

 Run the transfer utility.

 Confirm that consumed and returned quantities equal received quantities. This will cue
an exception on select audit reports.

Casing Strings

 Check the schematic to be sure the casing is not sticking out or outside of the wellbore.

 Make sure that a run date has been entered for every string not proposed.

Perforations

 Confirm that the top depth is shallower than the bottom depth.

Tubing Strings

 Check the schematic to be sure the tubing is not sticking out or outside of the wellbore.

 Make sure that a run date is entered for every tubing string not proposed.

Other Strings

 Check the schematic to be sure the other string is not sticking out or outside of the
wellbore.

 Make sure that a run date is entered for every other string not proposed.

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10.4 Multiple Wellbores

A well has one surface location, but may have many wellbores. All wellbores should be
captured within one well because they are all tied together by the original hole. A well can have
multiple wellbores with different bottom hole locations:

 Laterals – Drilling more than one horizontal or near horizontal lateral well from a single
mother-bore. These are generally drilled at the same time as the original hole.

 Geological sidetracks – Drilling to a geological objective other than the objective in

the original well plan. This begins when the kickoff BHA or whipstock is picked up, and
ends when TD is reached, or at completion of the first wiper trip after reaching TD.
Geological sidetracks are:

 Performed at the time of the original hole when the expected target is not
found.

 Drilled at a later date.

 Mechanical sidetracks (bypass) – Drilling to the planned geologic objective. These

are generally drilled at the same time as the original hole as a result of unexpected
problems with the hole. A mechanical sidetrack begins when the kickoff BHA or
whipstock is picked up or control drilling begins on an open hole kick off. It ends when
the original objective is reached.

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Well Header Level

The Well Header level captures the Well Name, Legal Well Name and the Surface UWI for
the well surface location. WellView can contain only one Well Header record for each surface
location. The Legal Well Name is linked to the well header system of record (either WPH or
IWMCAC) and should not change.

Figure 10-64: Well Header record

Note: The Well Name may change.

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Wellbore Level
At the wellbore level, WellView allows users to capture multiple wellbores with different names
and UWIs for one surface location. This will accommodate changes to the Wellbore Name and
Wellbore UWI when a sidetrack or lateral is drilled. Business units that need an additional
name field can use the Alternate Wellbore Identifier. Additional information about wellbores is
available in the About Wellbores section of the online help system.

Note: Check any section that allows a wellbore selection for accuracy if WellView appears to be missing
any functionality.

To create an additional wellbore:

1. Create a new wellbore and link it to the parent wellbore. Use the standard naming
conventions of the business unit to create the wellbore name.

2. Create the wellbore UWI and Chevno.

3. Enter the start depth and kick-off depth.

4. Link the new wellbore to an actual directional survey.

Note: Entering the kickoff depth will ensure that the wellbores and related equipment are
linked.

5. Link the new wellbore to the job.

Note: Multiple wellbores can be linked to the original drill job if the new wellbores are part of
the original sequence of events necessary to achieve the initial objective.

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Figure 10-65: Wellbore record

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Tie-in information is required in the Directional Survey table. Entering the MD Tie-In will
ensure that the surveys are linked for each wellbore.

Figure 10-66: Wellbore record

Note: Only enter the new wellbore sections of additional wellbores in the Wellbore Section folder.
WellView will automatically build the well based on the kickoff point.

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Job Level
The job must be linked to one Primary Wellbore Affected record.

 For mechanical sidetracks – A new job will not be created for a mechanical sidetrack
required to reach the original proposed job objective. The new wellbore should be
linked to the original job. If a post completion mechanical failure results in a sidetrack, a
new job should be created. The new wellbore will be linked to the new job.

 For geologic sidetracks – A new job should be created for each geologic sidetrack.
The new wellbore should be linked to the new job.

 For laterals – A new job should be created for each lateral, and the proper lateral leg
should be linked as the primary wellbore affected.

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Figure 10-67: Job record

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Drill String BHA

The drilling parameters must be linked to the current wellbore. Additional information about
drilling parameters is available in Chapter 5 – Field Operations.

Figure 10-68: Drilling Parameters record

Time Log Level

In the Time Log folder, each activity record can be linked to a W ellbore. Multiple wellbores can
be affected within one job (for example: Abandon > Original Hole and Drill > Sidetrack Hole).
For completions or well services jobs that have multiple wellbore records, the wellbore link
must be filled in so that WellView can determine the work that corresponds to each bore.

Figure 10-69: Time Log record

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Reports
If the business units build their own reports and the Wellbore is linked in the time log, users can
populate the Alternate Wellbore Identifier field at the top of the report rather than the Well
Header Well Name field (which should always be the original hole). Additional information
about report building is available in Chapter 9 – Reports.

Figure 10-70: Alternate Wellbore Identifier field (Reports window)

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Schematics
Users must select the proper wellbore on the Schematic tab. Any well information above the
wellbore kickoff point, including casing, tubing and directional points, will render in the
schematic view and appear on reports regardless of which wellbore is selected.

Figure 10-71: Wellbore Identifier field (Schematic window)

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10.5 Offline Activities

An offline activity is performed on the same job and wellbore as the activity in the time log and
occurs simultaneously to the time log activities. To save time, the offline activities are
performed off of the critical path.

Activities on a well that are within the AFE scope and that can be safely conducted without the
rig over the well are not considered offline activities. These activities will be recorded with an
associated activity code and duration in the Time Log folder under Daily Operations.
Examples of these types of activities include cementing and logging operations.

Note: Not having a rig or unit over the well has no effect on classifying operations offline.

The Offline Activities folder creates the parent record for the offline activities time log.

1. In the offline activities folder, enter the Start Date and Time and End Date and Time
for the day’s report.

2. Enter the Activity Type to indicate whether the operations are on a secondary derrick
or offline.

3. Enter a Comment to summarize the operations.

Figure 10-72: Offline Activities folder

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Time Log
The Offline Activities Time Log is similar to the Daily Operations Time Log.

1. Enter the Start Date and Time for the activity.

2. Enter the activity Duration.

3. Enter the Activity code from the library list.

4. Enter additional details regarding the activity code in the Comments field.

Figure 10-73: Time Log folder

Note: The activity library is a shortened Time Log activity list. It only contains activities that are most
likely to be offline activities.

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