Choose the source
Bring a representative report and your required output.
Evaluation guide · OpsLink team
Follow your workbook through the reporting handoff.
Use a representative report to evaluate import, field review, supervisor access and output. Keep your required fields and recipient’s format in view throughout the walkthrough.
The workflow
Start with a file your team knows
Review the mapping
Compare the well, report time and populated values.
Follow the handoff
Review the dashboard and export with the people using the report.
1. Define the required result
List the fields, units, comments and output format your recipient needs. Choose a workbook with meaningful data in those sections, and keep its original filename and report context with your evaluation notes.
2. Confirm the file and destination
Upload a recognized .xlsx, .xls or OpsReport XML structure. Check the target well, report date and time, and any well-name warning. Review an existing draft before replacing it; finalized report times are protected from import overwrite.
3. Compare populated values
Review fluids, equipment, volumes, products, activity and remarks against the source. Check units, missing values and the selected calculation sample. Record required fields that need manual review so the team can resolve them.
4. Review well settings
With well edit permission, use Review Well Settings From DMR to compare current and incoming values and their source references. Review rig, hole and casing changes separately, then apply the values intended for this well.
5. Test the shared record and output
Export Excel or PDF from the chosen report time and compare it with the required output. Open the dashboard with a supervisor, follow a question in RigRoom and review inventory or closeout where those belong to your handoff.
Useful details
A few useful details.
Who should join the evaluation?
Include the engineer, supervisor and reporting recipient. Their field, office and output requirements make the walkthrough useful.
Your next step