Innova Vantage - Engineering Quick Start Guide
A guide to setting up, running and viewing Engineering case data in Innova Vantage
1.0 - Introduction
The Engineering Dashboard is a feature in Innova Vantage that allows the user to run Torque & Drag, Hydraulics, Surge & Swab, Casing Standoff, BHA Analysis, and Well Control calculations on wells located on the server database.
This document will guide the user through setting up an engineering case for their well, running the calculation and viewing the results.
For full details of every component in the Engineering Dashboard page, refer to: Innova Vantage Manual - Engineering Dashboard
2.0 - Select a Well
Before using the Engineering Dashboard, the user must ensure that the correct well has been selected. The currently selected well is displayed in the top left of the page.

User can select a well by clicking on icon close to the well name in the Wells Dashboard page.

By clicking in the icon close to the rig name in the Operations Dashboard page.

Or by clicking on the Select Well option in the top right corner. Note that only actual wells can be selected, and that the desired well must have a status assigned before it can be seen or selected in the Wells List or the Select Well option.

Once a well has been selected, the Engineering Dashboard is then available to select from the Well Views section located down the left hand side of Vantage. If the Engineering Dashboard is not showing in the list the user should check with their system admin to make sure this feature is enabled in the role they have assigned.

Alternatively, the user can navigate directly to the Engineering Dashboard page by selecting the Engineering quick link within the Operations Dashboard cards.

The units used for inputs and outputs in the Engineering Dashboard are governed by the user’s currently selected Unit Set. Unit sets can be changed by opening the User Profile Menu in the top right of the page and then selecting Change Units.

3.0 - Understanding the Layout
The dashboard has two main sections:
Inputs - where the user defines the model
Results - where outputs are displayed
The user can opt to display Inputs only, Results only or both and split view vertically or horizontally by clicking in the ‘Split’ button.

4.0 - Workflow Overview
To generate results, the user should follow this workflow:
Create/Select a case
Add/Edit inputs
Save changes to calculate
View results
Note: Results will not update until inputs are saved.
5.0 - Inputs
Inputs are entered in the Input section. Before entering any inputs, the user should first create or select an Engineering case in the Selected Case section. Once a case has been created or selected, all the input options will then be available to populate.

5.1 - Select Case
Different Engineering setups for the well are stored in the Vantage as cases.
If the user selects a well that does not yet have an engineering case, the system will automatically generate a case named Auto Generated Case, which can then be selected from the dropdown. Auto Generated Cases cannot be edited, but they can be copied and used as a starting point for running a manually entered case if desired.
A new case can be created by clicking on the icon, or deleted by clicking on the
icon.
Click on the icon to create a copy of the selected case.
Clicking on the icon enables the user to import a case from another well within the organizations server database. The user may search for cases using the search bar located on the top of the dialog by filtering via the column headers. Once the desired case has been identified, the user can select it and click the Import button to complete the action.
5.2 - Case Details
After a case has been selected, the other inputs can be entered / edited.
Description: User can input the case description/name in this field.
Active: Enabling this option designates the currently selected case as the active case.
Trajectory: This dropdown allows the user to select between Composite, Surveys, or Plan. When Composite or Plan is selected, an additional dropdown labelled Well Plan is displayed. When Surveys is selected, an edit icon becomes available, allowing the user to add, delete, or edit existing surveys for the well. Clicking on the
icon will open the Tortuosity Editor dialog where the user can add tortuosity to better simulate real life conditions if desired.

Well Plan: The user can select the plan under that well. Only available when Plan or Composite is selected in the Trajectory dropdown.
BHA: Select the drill string that will be used for this case. Similar to Engineering Case options, BHA has the same buttons to edit, add, delete, duplicate and import the BHAs. Clicking on the icon will open the BHA Editor dialog, where the user can rename or edit the selected string.

When a BHA is either created, copied or imported from the Engineering Dashboard page, this will be designated as an Engineering BHA, denoted by a blue BHA icon). An Engineering BHA will not be visible in the Drill String page, will not affect any KPI data and will not affect WSX BHAs.

Note that editing a standard BHA from the Engineering Dashboard page will edit that BHA in the Drill String Page, WSX and will affect KPI data.
Hole Section: Loads in a previously created Wellbore. This option allows the user to store multiple wellbores under the same case, so that they can quickly switch between different casing configurations. A new wellbore can be created by clicking on the icon, copied by clicking on
icon or deleted by clicking on the
icon. Click on the
icon to open the Hole Section Editor for the currently loaded wellbore, where the user can rename it, edit and show/hide the well schematic.

5.3 - Parameters
After the case has been set up, the user can enter the parameters into each of the sections below the Case Details. Note that initially when no cases have been created, none of these input parameters will be displayed. At least one case has to be created before these options appear in the list.
Not all input parameters are necessary to fill in. To check which parameters are necessary, user can select an option on Calc Type dropdown in the ribbon menu and all inputs that affect the selected calculation type will be highlighted in green.

To know more about the parameters the user can scroll over the parameters names tool tip or go to Innova Vantage Manual - Engineering Dashboard for details.
5.4 - Errors & Warnings
If an error or warning event occurs while the Engineering Dashboard is running calculations, a notification will be displayed in this grid.

The user can filter the results using the filter controls at the top of each column or by selecting the icons at the top of the grid. Hovering over an icon will display a tooltip indicating the name of the filter
5.5 - Save
After the user has finished the inputs, it will be necessary to select the save icon in the ribbon menu to store the changes and run the calculations. If a change has been made and not save yet, a warning will be displayed underneath the menu to inform about unsaved changes.

6.0 - Results
Results can be viewed in two formats, Dashboard or Chart view.
6.1 - Dashboard View
The Dashboard view displays the results as cards. In this view the user can:
Resize cards
Filter results
Select/deselect cards
Save the layout as a template
Import and export templates
Reset layout

6.2 - Charts View
The Charts view displays the charts in the full screen area available, and charts can be selected from the dropdown in the ribbon menu.

6.3 - Exporting Results
The results charts can be exported by clicking on the Print button and selected to be included in a pdf report, or by right clicking in the chart area and choosing either ‘save image as’ or ‘copy image’ from the context menu.
Clicking on the
icon in the top right side of each chart will print the data grid of the chart in Excel format.
Clicking on the
icon in the top right side of the chart will display the data grid for that chart.
Hovering over the
icon will display a tool tip for the chart controls.
Clicking on Diagnostic prints a Hydraulics Diagnostic Report on txt. format.

6.4 - Chart Preferences
Chart preferences can be configured in the ribbon menu by toggling the checkboxes.

Data Grids: Will toggle from the chart view to data grids view.
Casing: Adds lines to the chart to represent the casing shoe depths entered in the Hole Section table.
Legend: Toggles the legend to the right of each chart on/off.
Labels: Adds labels to the results.
Shade Buckling: This will shade the area to the left of the buckling lines on these charts. Available on Drillers Hookloads, On Bottom Tension Snapshot, Off Bottom Tension Snapshot and Kick Tolerance.
6.5 - Real Time Data Options
In these options the user can control what real time data is displayed in the charts.

Refresh: This is used in conjunction with the Show Slide Sheet Parameters and Show WITS Data options. If any Slide Sheet or WITS data associated with the current well is updated, the user will need to click the Refresh button to update the charts.
Select BHAs: Only relevant if Slide Sheet or WITS Data are toggled on. Allows the user to choose which BHA(s) have their real time data displayed on the chart. The user can toggle on multiple BHAs at the same time.
Slide Sheet: Toggle on to display drilling parameter data recorded in the Slide Sheet page on the chart. If the data in the Slide Sheet page is updated, the charts must be refreshed by clicking on the Refresh button.
Display as Points/Line
: Slide Sheet data can be displayed as points or lines by choosing between these options.
WITS Data: Toggle on display WITS data on the chart. Requires WITS data for the well to be stored in the Data Acquisition system. If the stored WITS data is updated, the charts must be refreshed by clicking on the Refresh button.
Display as Points/Line
: WITS data can be displayed as points or lines by choosing between these options.
Depth Limits: Only relevant if Show WITS Data is toggled on. Allows the user to restrict the WITS data to only be displayed in the selected measured depth range.
Depth Interval: Determines the interval between real time data points displayed. For example, a value of 500 displays a data point every 500 meters or feet measured depth. This can help soften the appearance of noisy data.
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