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Template Editor

The TemplateEditor.png Template Editor in RigBridge is a powerful tool designed for creating, modifying, and managing templates that serve as standardized plans. It ensures that your organization maintains a single source of truth, consolidating best practices, operational learnings, and procedural instructions into structured templates.

By using the Template Editor, you can create and manage project templates, either manually or—if available—through third-party integrations, ensuring that the correct instructions are applied to every project.

How it looks

When you open the TemplateEditor.png Template Editor , you will see a structured layout designed for editing and managing templates efficiently. The interface consists of the following key components:

Task Overview

Template_Editor_Op_and_Tabs_view.png

  1. Header: Displays the template name, revision history, and available actions such as sending the template for review, approval, or publishing the template.

  2. Tabs: When you open a task in the Template Editor, you start in the Operation Overview tab by default. Click a tab header to switch views—these tabs work similarly to those in the Plan editor.

  3. Task and Step Hierarchy: A structured tree view showing tasks and their related steps, which can be expanded or collapsed for easier navigation.

  4. Template Overview Panel: Displays all tasks and steps imported from the third-party integration.

    Notice

    Integrated tasks are read-only, but steps can be edited.

  5. Validation Panel: Highlights errors or missing information that must be addressed before finalizing the template.

  6. Step Action Buttons: Includes options to Copy copy, Review.png add reviews, and ErrorFilled.png validate steps within the template.

  7. Variation Column: Allows users to add or manage variations, for example, Rig or Concept.

  8. Go to Step Button: A built-in editor where users can modify instructions, parallel activities, operational parameters, risks, and mitigations.

Step Overview

Once you click GoInside.png Go to Step, the interface changes to focus on a single step:

Template_Editor_Step_Overview.png

  1. Header: Displays the step name, assigned variations, and responsible.

  2. Instruction Editor: Editable text field where procedural details are entered and formatted.

  3. Variation: Indicates if variations are applied and allows you to set different instructions for well concepts or rigs.

  4. Step Components Panel: Options to add:

    • Parallel Activities - for simultaneous tasks.

    • Report Back Fields - to collect feedback from rig personnel.

    • Operational Parameters - target values, min/max limits.

    • Risks & Mitigations - for hazard identification and response planning.

Step-by-step instructions

Opening a Template in the Editor

  1. Select a run: Navigate to Templates Templates overview on the Left sidebar. Once there, expand a Section and select a Run.

  2. Open the Template Editor: Click on the GoInside.png Open in Template Editor icon to access the editable template view.

Editing a Template

  1. Navigate the template editor: Once inside the editor, all imported tasks from the third-party integration will be displayed. Integrated tasks are read-only and cannot be modified directly.

  2. Copy and paste a step: Hover over a step and use the Copy Copy button, then paste it within the same template by using the paste icon.

  3. Rearrange the steps: Use the Drag.png drag-and-drop button to rearrange steps in a template. This button will appear on the left side of a task when hovering over it.

Editing Instructions and Step Components

  1. Click on GoInside.png Go to task and Add Add step.

  2. Below each task, users can add editable steps and instructions.

  3. Modify the instruction text field using the text editor.

  4. Click Add Variation to apply well concept- or rig-specific instructions.

  5. Click Add Parallel Activity to define simultaneous tasks.

  6. Use Add Report Back to collect feedback (text or numeric values).

  7. Add Operational Parameters such as limits, targets, and units.

  8. Include Risks & Mitigations to highlight potential issues and precautions.

Managing Variations

  1. On the step level. click on the Variation.png Variations button.

  2. Assign variations based on well concepts or rigs, and click Set Selected.

  3. Selected variations will be marked with a colored icon.

  4. Confirm by hovering over the variation icon to see the assigned categories.

Copying and Pasting Steps

  1. Copy functionality allows duplicating instructions within the templates.

  2. Click the Copy Copy button on an existing step.

  3. PastePaste the copied step within the same template.

Note

Users cannot copy between templates and plans.

Reviewing and Validating

  1. Click the Review.png Review icon to submit the template for review.

  2. Check forErrorFilled.png validation errors in the side panel.

  3. Click Next.png Show on an error to navigate to and resolve specific issues.

Examples

  • Drilling Engineer: For operations on a well planned after a specific concept on Rig A, additional information is required; therefore, the step is assigned to the Well Concept and Rig A by clicking Add Variation and selecting the relevant well concept and rig.

  • Well Planner: Resolve a validation error by clicking the issue in the Validation Panel and entering the missing data.

  • plan Author: Drag and drop a task using the six-dot grip to rearrange its order within the template.

Tips and tricks

  • Leverage Variations: Create flexible templates that adapt to different well concepts and rigs.

  • Organize Steps Effectively: Arrange steps logically to maintain clarity in execution.

  • Check Read-Only Tasks: Remember that tasks imported from the third-party integration cannot be modified—only steps beneath them are editable.

  • Copy-Paste from plans: You can copy steps and information from plans into Templates, saving time by reusing existing content instead of starting from scratch.

Troubleshooting

  • Edit a task: Tasks imported from the third-party integration are read-only. You can only add or modify steps beneath them.

  • Variations not applying: Ensure that the parent step has variations set before adding variations to its child steps.

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