Templates
Templates in RigBridge provide a structured way to create standardized digital work instructions, ensuring consistency and efficiency in drilling operations. The purpose of the Templates feature is to develop Master Plans— centralized reference documents containing the best practices, learnings, and standard procedures that can be reused for new projects. By utilizing templates, you can streamline the planning phase and ensure that instructions are consistent across different projects.
How it looks
The Templates feature is available within RigBridge, integrated with a third-party system and/or manually add templates. It provides an overview of all sections created in a Master Project, merging information from different variations/tasks and organizing it in a clear hierarchal structure:
Sections/Phases: Represent different parts of a well project.
Runs: Contained within sections, representing drilling operations.
Notice
This is the level on which Templates will be created.
Tasks: Listed under each run, coming from the third-party integration.
Right sidebar Functions
The right-side panel provides additional details and management options related to templates:
Properties Panel: Displays metadata related to a selected section, run, or task.Title of the run
Source
Created date and revision information
Associated variations.
User-Added Properties: Additional properties can be assigned within the template by clicking on the 
edit icon.
Attachments: Provides the ability to add attachments to a template.
Icons and Functionalities
Expand/
Collapse Sections: The button at the top allows for quick expansion or collapse of all sections.
Notifications: Hover over the sections, runs, or tasks and click on the Notifications icon to activate them for changes and reviews.
Step-by-step instructions
Accessing the Template Overview
Navigate to the
Templates section in the left sidebar.Or click on the
Templates icon in the main interface.The overview displays all sections from the third-party integration's Master Project.
Exploring Sections and Runs
Click the
arrow next to a section to expand it.Runs within the section will be displayed.
Click on a
run’s arrow to reveal associated tasks.
Viewing and Managing Properties
Select a run to open the
Properties panel on the right-side panel.Review key details such as title, source, date, and associated variations.
Use the
User-Added Properties feature to add custom information.
Expanding and Collapsing Sections
Click the
expand all button to view all runs at once.Click the
collapse all button to hide detailed information.
Enabling Notifications for Changes
Click the
bell icon by hovering over a template section.Toggle the notification switch to receive alerts about modifications.
Examples
Drilling Engineer: Creates a template that includes standardized plans to set up a new variation, ensuring consistency across all projects.
Well Planner: Reviews the Template Overview to verify that all tasks from the third-party integration are correctly assigned to each variation before finalizing the drilling plan.
Tips and tricks
Use
Expand/Collapse to quickly navigate large templates.- Activate Notifications to stay updated on changes.
Verify Revisions in the Properties Panel to ensure you're using the latest version.
Troubleshooting
Tasks are not editable: Tasks come directly from a third-party integration and are read-only. Any modifications must be made within the third-party integration.
Updates from the third-party integration are not reflected: Ensure the latest version has been synchronized. Future updates may introduce an acknowledgment system to highlight changes.
Create a template
Open
Templates from the left-side panel.If there are no folders, either click on
Add folder in the table view or right-click the left navigation and choose Add folder.Enter a title for the folder (e.g., "Drilling"). You can have as many layers of folders as is required.
Navigate to the appropriate folder using
Open in new hierarchy on where you want to add the template.Click on
Add template.Provide a title for the template (e.g., "8 1/2 Inch Drilling Plan").
Select which Workgroup it's related to.
You can click
Open in Plan Editor to edit the template in the Plan Editor.
Edit a template
Open
Templates from the left-side panel.Navigate to the appropriate folder where your template is located using
Open in new hierarchy.To edit the title, click on the text in the title.
Click
Open in Plan Editor to edit the template in the Plan Editor.
Copy a template
Open
Templates from the left-side panel.Navigate to the appropriate folder where your template is located using
Open in new hierarchy.Select the template by clicking the
copy template or use the 
checkbox on the left side to pick multiple templates.After clicking copy, a
Paste icon will appear next to Add template.Click the
Paste icon inside the desired folder to paste the template(s).
Delete a template
Open
Templates from the left-side panel.Navigate to the appropriate folder where your template is located using
Open in new hierarchy,.Delete the template by either clicking the
delete icon or using the checkbox on the left side to select multiple templates for deletion.A modal dialog box will appear, asking if you wish to delete the file. Please note that this action cannot be undone.
Click Delete to permanently remove the file.
Best practices
Organize Efficiently: Use a clear naming convention for folders and templates.
Regular Updates: Keep templates updated with the latest best practices.