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Preparations

The Preparations Preparations tab helps ensure all required checks are completed before starting a plan or step. While RigFlow doesn’t automatically prevent users from moving forward without completing these preparations, it will display a warning to confirm whether you're ready to proceed.

Preparations are assigned to specific roles within the operator and drilling contractor organizations, and can be linked to an entire plan or individual steps. These roles are selected from a dropdown list. RigFlow organizes these checks based on their assigned roles, and as a plan author, you can choose to make them active even while the plan is still in draft mode.

Step-by-step instructions

Create a preparation

  1. Navigate to the Preparations tab: Select a plan and open it the Plan Editor Plan editor. Once there, click on the Preparations Preparations tab.

  2. Add a responsible job role: Click Add Add new check group. Then, choose a responsible role from the DropdowOpen.png dropdown list or search for it.

    • If you select External generic role (GEN), a row labeled Responsible party will appear below. This description helps group and filter preparations tied to GEN roles across preparations, parallel activities, and report backs in the Operation tab.

  3. Add checks under the role: Once you select a role, a checklist table will appear. If you don’t see it, click the ArrowDown.png arrow next to the role name to expand it. Click Add Add check to enter the tasks that need to be completed.

  4. Link the check to a step or plan: Use the DropdowOpen.png dropdown next to each check to choose whether it applies to a specific step or the entire plan.

  5. Repeat as needed: Add more check groups for other roles and fill out their checks. Repeat until the preparation list is complete for your plan.

Notice

It is not possible to add any attachments to a preparation.

Edit a preparation

  1. Find the check to update: In the Preparations Preparations tab, scroll to the check you want to edit.

  2. Click to make changes: Click directly on the text of the check or step. You can now add, edit, or delete the content.

  3. Save your changes: Press Enter, Tab, or click outside the box to save what you updated.

Move a preparation

Move_preperations_to_different_responsible_person.gif

  1. Locate the preparation: In the Preparations tab, find the check or group you want to move.

  2. Drag it to a new spot: Click and hold the Drag.png Move icon, then drag the item to where you want it in the list. Release to drop it in place.

Note

Moving a preparation between responsible parties isn’t supported yet. You can copy it instead, read more on the copy a preparation section.

Copy a preparation

  1. Identify the check to copy: Go to the Preparations Preparations tab and locate the check or group you want to copy.

  2. Copy a single responsibility or check: Hover over the item. When the icons appear on the right, click the Copy Copy icon.

  3. Copy multiple responsibilities and checks: Use the checkboxes on the left to select multiple checks or roles. A blue bar will appear at the top. Click the Copy Copy icon there.

  4. Paste to a new location: Navigate to where you want to add the copied content. Click the Paste Paste icon next to Add Add check or Add Add new check group.

Delete a preparation

  1. Identify the check to delete: Open the plan, go to the Preparations Preparations tab, and find the check or role you want to remove.

  2. Delete a single responsibility or check: Hover over it, then click the Delete.pngDelete icon that appears on the right.

  3. Delete multiple responsibilities and checks: Use the checkboxes on the left to select several entries. A blue bar will appear at the top. Click the Delete.png Delete icon there.

  4. Confirm deletion: A confirmation box will pop up. Click Delete to permanently remove the item. This action cannot be undone; upon clicking delete, the file will be permanently deleted.

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