# Well Seeker X: Job Startup Procedure
## 1.0 - Introduction
The following document details the recommended procedures to follow in Well Seeker X from pre job, through to post job. These procedures are designed to aid office and field personnel by providing a structured, repeatable workflow for them to follow.
The document is split into the following sections:
* **Office - Pre-Job Steps**
* **Rig Site – Pre-Job Steps**
* **Rig Site – WITS Setup**
* **Rig Site- Drilling Operations**
* **Office – Monitoring Drilling Operations**
* **Rig Site – End Of Well Steps**
* **Office – Post-Job Steps**
## 2.0 - Office -Pre-Job Steps
These steps describe how to set up a job on your company’s remote server database, so that it is ready for the rig crew to download when they arrive at the rig site.
### 2.1 – Company Setup
The data detailed in this section is relevant to all items in your server database. You will enter this data once, and only revisit these dialogs when an update is required. When the DD/MWD Engineers in the field download data from the server, the information entered in this section will be included, and will be available for them as they begin to fill in their daily reports.
1. Before entering any data in Well Seeker X, check that you are using the correct unit set by clicking on the **Select** button in the Settings ribbon.
Select your unit set using the dropdown box at the top of the dialog, and confirm by clicking on **Apply.**
2. Log onto the SQL server database by clicking on the **Server** button in the Home ribbon.
Login using your username and password.
3. Once you have logged in, select the **Admin** ribbon and select **Personnel Names.**
4. In the Personnel Details window, update the list of commonly used field personnel. Ensure that the DD Coordinator, MWD Coordinator, DDs and MWD Engineers for the upcoming job are present in the list. Other personnel are optional. Once you are satisfied, click on the **Apply** button and then **Close**. These names will then be available to select from a dropdown list in the Daily Reporting.
5. In the Admin ribbon, select **Rig Names.**
6. In the Rig Names window, update the list of rigs that your organization operates on. Ensure that as a minimum, the rig being used in the upcoming job is present in the list and is selected as **Active**. Once you are satisfied, click on the **Apply** button and then **Close**. These rig names will then be available to select from a dropdown list in the Daily Reporting.
7. Open the **Home** ribbon and select **Addresses.**
8. In the Addresses window, enter any relevant addresses. For example, the address of the rig and the workshop that tools will be shipped to/from. This will aid the field personnel when they come to create shipping tickets as they will be available via a dropdown menu. Once you are satisfied, click on the **Apply** button and then **Close**.
9. Select the **Tools** ribbon and then click on **MWD Probes** to open the Probe Catalog. Enter the details of the M/LWD probe types used by your organization.
10. Select the **Templates** option within the Probe Catalog to open the **MWD Probe Templates** dialog. Where appropriate, **Add** any templates, name them appropriately and save. This data will allow the MWD Engineer in the field to select commonly used probe configurations and automatically calculate sensor offsets.
### 2.2 – Phase & Activity Codes
Phase and Activity codes are a very important part of the Daily Reporting package, and are selected at Operator level in the Object Explorer. While not recommended, this means that if required, it is possible to utilize different phase and Activity codes across different Operators. This data should only be entered once per operator.
This section assumes that at least one operator exists in the Object Explorer tree. If the relevant Operator is not displayed in the tree, please refer to section 2.3.
1. If you are not already logged into your server database, do so by clicking on the **Server** button in the Home ribbon, and then log in with your username and password.
2. Click on the operator, or any level in the object explorer under the operator, and then select **Codes** in the Home ribbon. From the dropdown box, select **Activity Codes.**
3. In the Activity Codes window, verify the activity codes are correct. Any changes to the codes here will apply to all wells under the current operator. Once you are satisfied, click on the **Save** icon and close the window.
**NOTE: It is best practice to use the same Activity Codes and Phase Codes for every operator in your organisation’s server database. This will make KPI analysis easier. Refer to the following video for more information regarding this:** [**Choosing Phase and Activity Codes**](https://docs.innova-drilling.com/introduction/video-guides/how-to-videos/well-seeker-pro/daily-reporting/choosing-phase-and-activity-codes)
4. Click on the operator, or any level in the object explorer under the operator, and then select **Codes** in the Home ribbon. From the dropdown box, select **Phase Codes.**
5. In the Phase Codes window, verify the phase codes are correct. Any changes to the codes here will apply to all wells under the current operator. Once you are satisfied, click on the **Save** icon and close the window.
**NOTE: It is best practice to use the same Activity Codes and Phase Codes for every operator in your organisation’s server database. This will make KPI analysis easier. Refer to the following video for more information regarding this:** [**Choosing Phase and Activity Codes**](https://docs.innova-drilling.com/introduction/video-guides/how-to-videos/well-seeker-pro/daily-reporting/choosing-phase-and-activity-codes)
### 2.3 – Creating the Well Plan
While everything in the Object Explorer can be created and entered manually by the user, it is also possible to import Compass EDM files, which will automatically populate all levels of the tree. This section details both the Compass Import process and the process of creating everything from scratch.
#### 2.3.1 – Importing from Compass
When creating a Compass export for an upcoming well, it is recommended that in addition to the plan, the well planner also includes all offset wells, and a blank survey for the well which is going to be drilled. Including this blank survey ensures that everything is setup correctly by the well planner and means that all the DD needs to do is start entering the surveys as they are taken.
1. Review your **Compass import settings**.
 
2. Select **Import Compass EDM file.**
3. Select the correct Compass export file to import. You may notice that your object explorer contains slightly different names when imported into Well Seeker, compared to the original Compass file. This is because Well Seeker requires names in the object explorer to be unique, whereas Compass does not. Well Seeker will modify names to avoid conflicts. For more information on the logic behind this process, visit this page: [EDM Import Function Update](https://docs.innova-drilling.com/introduction/technical-notes/low-priority/edm-import-function-update)
4. If the Operator already existed in the database, check that the well plan and offsets have correctly imported into the existing operator. If they did not, this is because the operator name in the Well Seeker database and the operator name in the import file are not exactly the same.
5. Make sure that your principal well plan has been correctly designated. Right click on the well plan and select **Properties.**
6. In the Plan Properties window, check the **Set as Principal Plan** checkbox and click **Apply,** then **Close.**
#### 2.3.2 – Creating from Scratch
This section details the steps required to create a well plan when there is no existing data in the database. If an Operator, Field, Facility or Well Already exists, then the user can skip to the relevant part of this section.
1. Right clicking on **Well Seeker Database** in the Object Explorer section and select **Insert New Operator**.
2. In the Operator Properties window, enter the operator name and select a logo. You can also set up the anti-collision rules. These rules will apply to all wells stored under this operator. Click **Apply** and the close.
3. Right click on the operator and select **Insert New Field.**
4. In the Field Properties window, input the **field name**, select the **co-ordinate reference system**, and enter a **reference location** for the field. You can also change the system vertical datum, but note that this defines where 0 TVD subsea is, so should almost always be left as MSL. After checking your inputs, click on **Apply** and then **Close**.
5. Right click on the field and select **Insert New Facility.**
6. In the Facility Properties window, input the **facility name**, select the **north reference**, and enter a **location** for the facility. After checking your inputs, click on **Apply** and then **Close**.
7. Right click on the facility and select **Insert New Well.**
8. In the Well Properties window, input the **well name**, the wellhead **surface location**, and set up the **depth reference**. After checking your inputs, click on **Apply** and then **Close**.
9. Right click on the well and select **Insert Planned Well.**
10. In the Plan Properties window, input the plan **name, vertical section, magnetics** and **depth reference details**. If your plan is a sidetrack, refer to our [Sidetrack Guide](https://docs.innova-drilling.com/introduction/well-seeker-pro-guides/untitled-2) for tying your well onto its mother bore. Lastly, designate the plan as the principal plan for the well by checking the **Set as principal** plan checkbox. After checking your inputs, click on **Apply** and then **Close**.
11. In the Object Explorer, double click on the Well Plan level to open it. Use the planning tools to create your well plan, then click on **Save** in the Home ribbon.
12. Right click on the well plan and select **properties**. In the Plan Properties window, assign a survey error model using the **IPM** column in the Survey Program Section. Click on **Apply** and then **Close**.
### 2.4 – Creating the Actual Well
After creating the principal plan for the job, you should set up the actual well for the directional driller. If the plan has been imported via a Compass EDM, it is highly recommended that an Actual Well is included as it will remove the requirement to create this manually in Well Seeker.
1. Right click at well level and select **Insert new actual well**.
2. In the Actual Wellbore Properties window that appears, input and check the actual well **name, vertical section, magnetics** and **depth reference details**. If your well is a sidetrack, refer to our [Sidetrack Guide](https://docs.innova-drilling.com/introduction/well-seeker-pro-guides/untitled-2) for tying your well onto its mother bore. After checking your inputs, click on **Apply** and then **Close**.
3. Right click at actual well level and select **Insert new survey.**
4. Input and check **survey name, tie on details** and select **survey instrument/IPM**. After checking your inputs, click on **Apply** and then **Close**.
5. Double click on the newly created survey to open the survey table. Click on the **Save** icon. When the program asks *Do you wish to add this survey to the survey program?* Click **Yes**.
6. Now click on the **Select Offsets** icon in the Home ribbon**.**
7. In the Select Offsets window, select all relevant offset wells. If you need to select offset well plans, you will need to make them visible by activating them in the **Filters** section. Once you have selected the desired offsets, click on **Apply** and then **Close.**
1. **Note:** If you have a plan in your database which is not showing in the below tree, it may be because the plan has been selected as **Complete** in the Plan Properties. Uncheck this option to see the plan if required.
2. This is an important step because when the field engineers pull this well from the server, they can choose to also pull the offset wells. Correctly selecting the offset wells at this stage, ensures they will pull all the required offsets when the job starts.
8. Click on an item in the object explorer at **Well level** or below. In the Home ribbon, select **Codes**. From the dropdown box, select **Cost Codes.**
9. In the Cost Codes window, enter the cost codes for the well. Once you are satisfied, click on **Apply** and **Close.**
1. **NOTE:** These Cost Codes will feed the Daily Costs, which means the field engineer will choose these options from a drop down menu and will not need to enter them manually each day.
10. Click on an item in the object explorer at actual well level or below, and then click on the **Job Data** button in the Home ribbon.
11. In the Well Details window, set the **Well Status** as **Upcoming**. Select the **DD Coordinator** and the **MWD Coordinator** from the dropdown menus. If they are not available, go back to **2.1 Company Setup** and update the Personnel Details. Select the **Rig** from the dropdown menu. If the desired rig is not available, go back to **2.1 Company Setup** and update the Rig Names. Fill in any other required fields, in particular the Job# and API# if known. Click on the **Apply** button and then close the window.
**NOTE: The Well Status must be set to Upcoming, Standby or Active in the server database, or the field engineers will not be able to push updates during rig operations to the server.**
12. Click on the actual well in the object explorer, and then click on the **Daily Reports** button in the Home ribbon.
13. Select the **Settings** ribbon and select **Default Activity**. This option sets the activity and comment that will be used to fill in time gaps when the Slide Sheet sends updates to the Daily Report. Usually this will be survey and connection time, so pick an activity that represents that.
If it is company policy to count survey and connection time as circulating time, choose an activity code starting with 5 such as **5A: Circulate**. If not, choose a different code such as **10D: Survey & Connection**. If in doubt, check with your coordinator.
14. Right click on the actual well and select **External Files**.
15. In the External Files dialog, add any file that you want the rig to have when they start the job. Click on the folder icon to select the desired file. You have the option to assign a category to the file if you wish using the drop down box. Click on the **Add** button to add the selected file to the well. Once you have added all of the desired files, click on the **Close** button.
## 3.0 - Rig Site – Pre-Job Steps
These steps detail how the rig crew can download the job data from the remote server, and get the software ready to record drilling activity.
1. Open Well Seeker.
2. If you use a single database to store all of your wells, select it by opening the **Home** ribbon and click on **Select**. If not, create a new blank database by opening the **Home** menu and click on **New**. After you have created your new database, you will need to select it using **Select.**
3. You can confirm your currently selected database by checking the path displayed on the status bar at the bottom of your Well Seeker window.
4. Use the Remote Data Fetch tool to pull down your job from the server database. Open the **Home ribbon** and select **Fetch** in the Data Exchange section**.**
5. In the Data Fetch window, the **ICDS** **Server** and **Port** should already be filled with your companies details. If not, you are likely using the incorrect license, and should contact your company administrator. Click on the **Connect** button.
6. Find your job in the list of wells on the server database. You can use the search box and the filter drop down boxes at the top of the window to narrow down the list.
7. Make sure that **Pull Offset Wells** and **Pull Principal Plan** have been turned **ON** in the options section the bottom right corner of the window.
8. Select the actual well for your job from the list by clicking on the checkbox, then click on the **Fetch Data** button. When the download is complete, the message box should display the message *Data Fetch Complete!* Your object explorer should now be populated with the relevant wells and you can now close the window.
9. Right click on the actual well and select **External Files**. Here you can view any files that were attached to the job. You can also put any signed tickets here during the job.
10. Right click on the well plan and select **Properties**. Check that all of the information is correct, and then click on **Close.**
11. Double Left click on the well plan to open it. Check that the well plan matches the well planning report.
12. The office will have made an actual well for you. Right click on the actual well and select **properties**. Check that all of the information is correct, and then click on **Close.**
13. Click on the actual well in the object explorer, and then click on the **Inventory** button in the Home ribbon.
14. Fill in the inventory with the tools that you have on location. When you are finished, click on the **Save** button and then close the window.
15. Click on the actual well in the object explorer, and then click on the **Drill String** button in the Home ribbon.
16. In the Drill String Editor window click on the **Add New BHA** icon in the toolbar. In the newly created BHA, input the BHA description and BHA number. MWD number, mud weight and target formation can also be entered if you have that information.
**At least one BHA component must be entered before the BHA can be saved**.
17. Start filling in the components for the BHA, starting from the bit. For each component, start by selecting the component type from the **Component** column. Then right click on the row and select **Insert from Inventory**. This will allow you to pick one of the components that you recorded in the Tool Inventory. Alternatively, you can manually fill in the component details or select **Insert from Catalogue.** This will allow you to insert components from a list of generic tools, which can then be edited as required.
18. After inserting a component, fill in the necessary **Component Properties** on the right.
19. Repeat the process for each component until the BHA is complete. You can also fill in the Rig, MWD #, Mud Weight and target Formation if required.
20. Click on the **Surface System** icon to open the MWD Surface System dialog. Enter the serial numbers for your surface system components. If you recorded your surface system items in the Inventory, they will be available here as dropdowns. If not, you will need to enter them manually. When you are finished, click **Apply** and then close.
21. Click on the **MWD Probe Config** icon to open the MWD Config dialog. Use the controls to build the probe config using items in the catalog section, or select from the probe config dropdown menu to select a probe configuration. The automatically calculated sensor offsets will display in the Sensor Offsets section. When you click on the **Apply** button, the sensor serial numbers and sensor offsets will be added to the component properties of the MWD/LWD component.
1. **Note:** If the probe catalog has not been set up on your organization’s remote server you will not be able to use this dialog, and must manually enter the MWD sensor information into the MWD/LWD component properties.
22. Click on the **Save** icon and then close the Drill String window.
23. Click on the actual well in the object explorer, and then click on the **Job Data** button in the Home ribbon.
24. Confirm the data filled in here by the office. Make sure that the **Job #** and **Rig** fields have been filled in. Other fields are optional. **Set the Well Status to Active.** Then click on **Apply** and close.
25. Click on the actual well in the object explorer, and then click on the **Daily Reports** button in the Home ribbon.
26. Click on the **Add** button in the Home ribbon to create your first day, or if it already exists, adjust the date using the date selector.
27. Click on the **Personnel** icon in the home ribbon.
28. Select the personnel working at the rig site, and enter their time on/off. At a minimum, select the **Day/Night DDs and MWD Engineers.** After entering the information, click on **Apply** and then close.
29. If you wish to add pump information, you can add it by clicking on the **Pumps** button in the Home ribbon. After entering the pump data, click on **Apply.**
30. Click on the **Costs** button in the Home ribbon. Enter the charges for the day using the dropdown menu in the **Description** column. Enter the quantity and if applicable, select an associated BHA. If the SN Dropdown option is checked, the SN cell will provide a dropdown list with the SN of all tools in the inventory. After entering the charges, click on **Apply.**
31. Open the **Settings** ribbon and select **Default Activity**. Double check that the office have set the correct default activity code. If it is company policy to count survey and connection time as circulating time, choose an activity code starting with 5 such as **5A: Circulate**. If not, choose a different code such as **10D: Survey & Connection**. If in doubt, check with your coordinator.
32. You can now start recording your daily activities. Remember to save regularly by clicking on the **Save** icon in the main toolbar.
The Daily Reports window does not need to be closed in order for you to work in other parts of Well Seeker. It can be minimized or moved to another screen.
### 3.1 – Set Up Data Exchange
All rigs should send data back to the server database. Well Seeker X has two methods of transmitting data from the rig back to the server database – **Data Sync** and the **Real Time Data Exchange**. If your organisation has set up the Data Sync, you should use that method. Otherwise, use the Real Time Data Exchange.
#### 3.1.1 – Data Sync
If your organisation has set up the Data Sync, there is minimal setup required at the rig. For the data sync, the following needs to be in place at the rig site:
1. You must be using a license that is registered to your organization. For most users this will already be the case.
2. You must have an active internet connection.
3. The well that you want to sync must have exactly the same object explorer naming structure on both the local computer and your organization’s remote server database. This includes Operator, Field, Facility, Well and Actual well name. If you used the Data Fetch to pull the well information from the server then this will be the case.
Once these three criteria are met, the local database will automatically start to sync with the server database whenever you click on **save** or **apply** in a dialog. The status of the Data Sync is displayed in the bottom right corner of the main interface:
The Data Sync can be temporary disabled by toggling the **Offline** option in the Home ribbon:
For a more detailed explanation of the Data Sync, see the following tech note: [Data Synchronization Feature Update | Innova Drilling & Intervention](https://docs.innova-drilling.com/introduction/technical-notes/well-seeker-pro-technical-notes/data-synchronization-feature-update)
#### 3.1.2 – Real Time Data Exchange
Unlike the Data Sync, the Real Time Data Exchange must be manually set up and started by the DD/MWD at the rig site.
1. In the Daily Reports window, click on the **Data Exchange** icon in the Home ribbon.
If you are in the main Well Seeker interface, click on the **Push** button in the Home ribbon.
2. In the Data Exchange dialog, select the current job by checking the checkbox in the **Select** column. If your well is not showing in the list, go back to **Step 24 in section 3.0** and set the well status to **Active**.
3. In the **ICDS Server** section the ICDS **Server Address** and **Port** should already be filled with your companies details. If not, you are likely using the incorrect license, and should contact your company administrator.
4. In the **Select Data** section, select the data that you wish to push back to the server. At a minimum, select **Daily Reports**. Survey data is always pushed. For other selections, discuss with your coordinator.
5. In the **Data Transfer** section, set the **update rate**. This sets the time between pushes to the server. For this example, we will use 30 minutes. Click on the **Start** button to begin running the data exchange.
6. You can now close the Data Exchange window. It will keep running in the background. You can view the status of the data exchange in the bottom right hand corner of the main Well Seeker window.
### 3.2 – WITS Setup
This section only applies if you are using a WITS feed from the rig to automatically fill in your slide sheet. If you are recording your slide sheet manually, you can skip to the next section.
1. In the main Well Seeker interface, open the **Settings** ribbon and select **WITS** under the Mapping section. Make sure that the RECORD\_ID and FIELD\_ID match with the incoming WITS data. When you have finished, click on **Apply**. **Note: If you are using SoloBox or RigSense at the rig site you can skip this step.**
2. The rest of the WITS options are found in the slide sheet. In the object explorer, double click on the survey for the job to open it. Then click on **Slide Sheet** in the Home ribbon**.**
3. In the slide sheet window, open the Serial/TCP WITS dialog by clicking on **Serial/TCP** in the WITS section of the Home ribbon.
4. Choose your WITS settings depending on the method of input:
1. If you are using a serial cable, select your comm port in the **Serial WITS Settings** section.
2. If you are using an ethernet cable, select your input type, port and IP address in the **Ethernet WITS settings.**
3. If you are using SoloBox or RigSense at the rig site to receive your WITS data, toggle the respective checkbox in the Options section. This will automatically configure your WITS settings and mappings for you.
5. Click on **Start Reading**. You should see data coming through in the **WITS Data Stream** section. Use the **WITS Status** section to monitor the health of the WITS feed.
6. It is also possible to send data back to the server. In the **Server Data** Sync section , the **IP** and **Port** should already be filled with your companies details. If not, you are likely using the incorrect license, and should contact your company administrator. Check the **Send Data** box to begin pushing data back to the server. The **WITS Status** section will indicate if the last push to the server was successful.
7. Minimize the WITS Comms window. Do **NOT** close it, as this will stop the incoming WITS data.
8. In the **Rig States** section of the ribbon, click on the **Settings** button to open the Rig States configuration dialog.
9. In the Rig States window, the incoming WITS values are displayed in the **Current WITS Data** section. Adjust the settings in the **Thresholds** section so that the WITS data is translated into the correct rig state in the **Current Rig State** section. Refer to the [**Rig States Guide**](https://docs.innova-drilling.com/introduction/well-seeker-pro-guides/rig-states-guide) for more details information.
You can also set **Auto Thresholds** to YES. This will cause Well Seeker to dynamically adjust the hookload and RPM values based on incoming data. Note that the hookload will only be adjusted down, based on connection data.
10. Minimize the Rig States window. Do **NOT** close it.
11. In the slide sheet window, make sure that the correct BHA is selected in the drop down box. Click on the green **Start** icon in the Rig States section of the ribbon. You will see the message *Live rig states running* appear and you will no longer be able to edit the slide sheet. Instead it will automatically populate using the incoming WITS data. To stop recording, click on the red **Stop** icon in the Rig States section of the ribbon. Remember to **Save** regularly using the save icon.
12. Minimize the slide sheet, do not close it while recording WITS data. You will be able to work in the Daily Reports and main Well Seeker windows with the slide sheet minimized in the background.
## 4.0 - Rig Site – Drilling Operations
The steps below detail some of the tools available to the DD and MWD Engineers during drilling operations, as well as recommended procedures for filling in and performing quality control on your reporting data.
1. In the Daily Report dialog, fill in your daily reporting activities until you are on bottom and drilling. From this point, begin recording your slide sheet and surveys. Drilling activities will be automatically transferred from the slide sheet to the daily report whenever the slide sheet is **saved**, as detailed in **Step 9**, below.
2. When viewing a survey sheet, the **Up/Down**, **Left/Right** and (Centre-to-Centre) **Dist** columns can be used to monitor how closely you are following the principal plan. If these columns are not displayed in the survey grid, they can be activated using the **Show/Hide** option in the **Settings** menu.
3. If the wrong plan is set as the principal, it can be changed using the **Set as principal plan** option in the **Plan Properties** window.
4. Plots can be viewed when a survey or plan is open. Open a plot by clicking on its icon in the **Charts** section of the **Home** ribbon.
5. When viewing a plot, offset wells/plans can be toggled on or off by clicking on the **Show Offsets** icon on the Home ribbon. The selected offsets can be edited by clicking on the **Select Offsets** icon just above the Show Offsets button.
6. Projections can be added to a survey using the **Multi-Project** and **Project Ahead** tools. Multi-project allows you to add multiple, simple projections, while Project Ahead utilises similar planning tools as the well plan. Both of these windows can be left open while working in other parts of the software. Access them in the **Bit Projection** section of the Home ribbon.
7. The **Real Time Anti-Collision (RT AC)** dialog can be accessed when viewing a survey. Open it by clicking on the **Real Time** button in the Home ribbon. The RTAC will display the anti-collision results for all selected offsets, the principal plan and any lease lines/hard lines.
8. The Directional Drilling (DD) Dashboard collects data from multiple sources within Well Seeker and displays them in one interface, allowing the Directional Driller or an RTOC to monitor drilling operations from a single screen. It is accessed via the Slide Sheet dialog by clicking on the **DD Dashboard** icon in the Tools section of the ribbon.
The DD Dashboard will then open. It can be left open while working in other parts of the software. Multiple DD dashboards can be opened at the same time with different configurations, but this can be taxing on your computer’s CPU and memory.
The DD dashboard contains the following sections. For a detailed breakdown of these sections, refer to the [**Well Seeker Manual**](https://docs.innova-drilling.com/introduction/well-seeker-pro-1/13.0-reporting/13.11-directional-drilling-dashboard):
* Toolface rose displaying details of the current slide.
* Real time anti-collision
* Recent surveys with automatic bit projection.
* 3D plot showing principal plan and bit projection.
* Drilling parameters plot and current rig state. Requires WITS data from the rig.
* Drilling recommendations
9. Whenever you click on **Save** in the Slide Sheet, the program will automatically push drilling activity recorded in the Slide Sheet to the relevant day in the Daily Report. **NOTE:** Drilling activities populated via the slide sheet cannot be edited in the Daily Report; if you need to make changes you must do so in the Slide Sheet and click on Save to update the DDR.
Any gaps in drilling activity will be filled in with the default activity code, but can still be edited if required. This default can be set by clicking on the **Default Activity** icon in the **Settings** ribbon in the Daily Report window.
10. Fill in the **Daily Data** and **Mud Data** sections on the right hand side of each Daily Reports window. Update the **Personnel** dialog with any changes.
11. Click on the **Costs** icon in the Home ribbon in the Daily Reports window to open the **Daily Costs** dialog. Enter the relevant cost data for the day, and click on **Apply** to save your changes.
12. At the end of each day, it is recommended to QC your Daily Report. Daily activities will be highlighted in red if:
1. The start time of an activity does not match the end time of the previous activity.
2. The start depth of an activity does not match the end depth of the previous activity.
3. The user changes BHA without a 6O/6P activity.
4. There is more than 1 6O/6P activity for any single BHA
5. A phase or BHA has been chosen that does not match the phase or BHA of the activities above and below it.
6. Any code 8 or 26 are selected. These represent NPT and will flag red, even though there is no error.
The top right corner of the Daily Reports window contains the **Data Validation** section. The **#Errors** field displays the number of errors found on the current day. The **Prev** and **Next** options can be used to quickly scroll through errors, and **Desc** field gives a description of the currently selected error.
In addition, you should check:
g. The depth at the start of the day is correct.
f. All activity codes are correct.
i. The first activity for a BHA should be **6O** and the last should be **6P**. If no BHA is in the hole, the BHA field should be **blank**.
j. Every activity has a phase assigned to it.
13. It is also recommended that you backup your database at least once a day. In the main Well Seeker interface, open the **Home** ribbon and select **Backup** in the Database section. This will let you save a backup copy of your database. It is recommended that you never overwrite an existing backup when you do this. Always create a new backup file.
14. In the Daily Reports window, print your Daily Report in either Excel or Pdf format by clicking on the **Print DDR** buttons in the Home ribbon.
You can configure what is included in the DDR by opening the **DDR Options** ribbon and toggling the options in the Options section. Other reports can be added to the DDR as attachments in the Additional Reports section.
You can create a morning report by clicking on the arrow below the **EOWR** option and selecting **Morning Report Package**. The package contains the following:
a. A copy of the database. This is optional and if not required can be omitted via the settings tab in the ribbon.
b. An Excel format EOWR up to the current day.
c. An email template containing a summary of the current status of the well.
The morning report is treated like an EOWR. Its contents can be configured using the options in the **EOWR Options** ribbon.
15. At the end of a run you should fill out the Run Data for the BHA. Open the Drill String Editor, select the current BHA and click on the **Drilling** icon in the **Run Data** section of the ribbon.
16. Choose the reason for POOH in the **Reason** dropdown. Make any general comments on the run in the **Comments** section, and fill in the **Run Data** section if necessary.
17. If there was a tool failure, check the **Failed** check box. This will activate the other sections where you can record details of the failure. In the **Incident Type** section select the **BHA Component** that caused the failure. If the component was a motor, MWD or RSS, check the relevant checkbox as well. Check the **Trip for Failure** or **LIH (Lost in Hole)** boxes if necessary. In the comments boxes below, enter relevant details of the failure, and any NPT the failure caused.
18. Click on **Apply** and then close the Drilling Data dialog.
19. If MWD was present in the string, click on the **MWD** icon in the **Run Data** section of the ribbon.
20. In the MWD Run Data window, fill in the **Run Information, Tests** and **Setup** sections. If there was an incident with the MWD, check the **MWD Incident** checkbox. This will enable you to enter details in the other sections. Click **Apply** to save your changes and then close.
21. **Save** your BHA and then create the BHA for the next run by clicking on the **Add BHA** icon. If required, you can also click on **Duplicate BHA**, which will create a new BHA and copy over all of the components from the current BHA. Give the new BHA a name and BHA #. Once you have finished filling in the new BHA**,** you can **Save** and then close the Drill String Editor.
## 5.0 - Office – Monitoring Drilling Operations
For monitoring drilling operations from the office, the best option is to use the Innova Portal. The tools introduced in the steps below require the rig site to be pushing data using the Real Time Data Exchange or Data Sync. The EDR also requires the WITS feed from the rig to be pushed to the server.
1. Open your internet browser and navigate to one of the below websites based on your servers geographic location:
1. USA: [www.icpwebportal.com](http://www.icpwebportal.com/).
2. Europe:
3. UAE:
2. Log in with your username and password.
3. The Wells List page displays all of the wells in your server database. Filter the **Status** column to **Active** to display only the wells currently being drilled. The Wells List page displays some drilling information for each well. If the field is pushing survey/reporting data to the server via the data exchange or data sync, the last time an update was sent is listed in the **DEX** column. If the field is forwarding WITS data from the rig to the survey, the last time the server received an update is listed in the **WITS** column.
4. In the Wells List page, click on your desired well in the **Well** column to select it. The name of the selected well will appear at the top of the screen, and your browser will move to the **Well Details** page. Now you can expand the **Well Views** option on the sidebar menu, which will give you access to detailed information on the well.
The following steps describe some of the more useful Well View pages.
5. The **Daily Reports** page allows you to view the daily reports for the well. The bottom half of the page displays a summary for each day, showing drilling progress, cost overview and activity overview. Clicking on the **>** icon to the left of a day will expand it to display the daily activities in detail. The top half of the page displays the Depth v Days, Phase Footage, Phase Hours and Phase ROP charts. Hover over the left or right hand sides of the charts to display the **<** and **>** icons that allow you to cycle between each one.
Click on the icon beside a day to print the report for that day, or click on the icon in the bottom right to print all days in one report.
6. The **Surveys** page allows you to view the currently recorded surveys for the well. The top half of the page displays the 3D plot, section and plan view charts for the well. Hover over the left or right hand sides of the charts to display the **<** and **>** icons that allow you to cycle between each one. Hover over the icon to change chart settings.
7. On the Surveys page, click on the **Real Time AC** tab to the right of the survey listing to display the real time anti-collision results for the well. This will automatically update every time data is pushed from the rig site.
8. The **Drill String** page contains details of every BHA created for the well. Clicking on the **>** icon to the left of each will expand it to display its components. Click on the icon beside a BHA to print a BHA or performance report.
9. The **EDR (Electronic Data Reader)** page allows you to view drilling parameters from the rig site in real time. It also uses the drilling parameters to create a record of the rig state.
The EDR requires the rig site to be sending WITS data to your organisation’s server database. It also requires a data store to be set up for the well in the Portal. When the DD/MWD first start sending data, the Portal will do this automatically. For a more detailed guide on setting up the data store and configuring the EDR, see the following guide: [Web Portal Data Acquisition and EDR Guide | Innova Drilling & Intervention](https://docs.innova-drilling.com/introduction/app-and-portal-guides/web-portal-data-acquisition-and-edr-guide)
10. The Anti-Collision Dashboard is accessed from the left hand menu and displays all active wells in the database. This allows the user to monitor company wide anticollision in one dashboard. This dashboard is updated in real time any time new data is pushed from the field.
## 6.0 - Rig Site – End Of Well Steps
Once drilling operations have finished, follow the below steps to QA & QC your reporting data and close out the well.
1. Finish recording daily data, mud data, personnel and costs for the last day. Make sure that the last BHA has a ***6P: Lay Down BHA*** activity assigned. **Save** and then close the Daily Reports window.
2. Save and close your slide sheet.
3. Save your surveys. Open the Actual Well Properties and check that the survey program is updated down to TD.
4. Once you have finished prepping your tools for backload, click on the actual well or below in the object explorer, and then click on the **Inventory** button in the Home ribbon.
In the Tool Inventory, mark tools that are ready for backload by clicking in the **Ready for Backload** column. When you are finished, click **Save** and close the window.
5. Click on the actual well or below in the object explorer, and then click on the **Shipping Ticket** button in the Home ribbon.
6. Create a new ticket by clicking on the **Add** icon in the toolbar. In the **Shipping From** section, select the rig address from the dropdown box. In the **Shipping To** section, select the destination address. If these addresses are not available in the dropdown boxes, you can fill them in manually.
7. Add a comment and then select the tools that you want added to the ticket by clicking in the **Select** column. If you marked tools as *Ready for Backload* in the Tool Inventory, you can quickly select them by clicking the **Select Ready for Backload** button.
8. **Save** your shipping ticket and then **Print** it. Once your tools have been shipped, you can click on the **Ship Tools** button to automatically mark your tools as off location in the Tool Inventory.
9. Steps 10 - 13 detail how to perform a QA & QC check on the daily reporting in the well. Follow [**this link for an in depth video guide**](https://docs.innova-drilling.com/introduction/video-guides/how-to-videos/well-seeker-pro/daily-reporting/daily-reporting-qa-and-qc) on the below steps. Before starting, it is recommended to back up your database via the Home Tab and selecting **Backup** in the **Database** section.
10. Right click on the actual well and select **Reporting >> Daily Activity Editor.** The Daily Activity Editor displays all activities for the job in one continuous table, making it easy to check for errors. Any errors that the software has detected will be highlighted in red and listed in the **Validate** section. You can scroll through the errors using the **Prev** and **Next** buttons.
Check for the following:
**a. Time Gaps** – The **start time** of every activity should match with the **end time** of the previous activity.
**b. Depth Gaps -** The **start depth** of every activity should match with the **end depth** of the previous activity.
**c. BHAs** – Every BHA should have exactly one **6O: Pick Up** and one **6P: Lay Down** activity. Every row should have the BHA selected while it is in the hole. When no BHA is in the hole, the BHA cell should be blank.
**d. Phases** – Every row should have a phase selected.
Once you have completed these checks, click on **Save** and then close the window.
11. In the object explorer, double click on one of the surveys for the job to open it Then click on **Slide Sheet** in the Home ribbon**.**
For each slide sheet in the well, check through your drilling parameters to make sure that there have been no typos or mistakes.
Make sure the RPM is zero for all slide activities where there is no pipe oscillation.
A common mistake is that the drilling parameters get entered with the wrong units. If you are not sure what units you are supposed to be using, open the Settings ribbon in the main interface and click Select in the Unit Sets. The units in this dialog are the units used in the slide sheet.
When you have finished with each slide sheet, save your changes by clicking on the **Save** icon in the toolbar. When you have finished with every slide sheet, close the slide sheet window.
12. Once you have finished QC’ing the Daily Report, you should make sure that all of your Run Data is filled in. Click on the actual well in the object explorer, and then click on the **Drill String** button in the Home ribbon.
Select a BHA and click on the **Drilling** icon in the **Run Data** section of the ribbon.
Check the Drilling Data dialog for every BHA in the well. For each BHA check that:
a. A reason for POOH has been selected.
b. Comments have been filled in.
c. If the BHA had a failure, make sure that this has been recorded.
13. Repeat the process for the MWD run data. When you have finished checking the drilling and MWD run data for each BHA, **Save** and close the Drill String Editor.
14. You can now print your End of Well Report. In the Daily Reports window, open the **EOWR Options** ribbon. Toggle the checkboxes to choose which reports and charts are included in the EOWR.
15. In the Daily Reports window, return to the **Home** menu and click on the arrow below the **EOWR** button. Print the EOWR in your desired format by selecting **Print EOWR Excel** or **Print EOWR pdf**.
16. Right click on the actual well in the object explorer and select **External Files**. Add any relevant documents, such as the EOWR and the shipping ticket.
17. Click on the **Job Data** button in the Daily Reports Home ribbon. Set the well status to **TD** or whatever your company has designated the Well Status should be once the well has been TD’d and the data has been validated. Click on **Apply** and close. **Save** and then close the Daily Reports window.
18. If you are using **Data Sync** to send updates to the server, it will have sent the last update when you clicked on **Apply** in the previous step. However, if you are using the **Real Time Data Exchange,** you should manually push the last update to the server. In the main Well Seeker interface, click on the **Push** button in the Home ribbon.
Click on **Manual Push**. Wait for the message box to say *File Transmission Successful* and *External Files Transmission Complete*. You can then stop the data exchange by clicking on the **Stop** button and closing the window.
**NOTE: Pushing your data to the server after changing the status to TD will prevent you from pushing any further changes afterwards.**
## 7.0 - Office – Post-Job Steps
After the rig has pushed their last update to the server, follow the below steps to QA & QC the data and verify that the well is finished. The rig should have already performed some of these steps during their End of Well procedure. Follow [**this link for an in depth video guide**](https://docs.innova-drilling.com/introduction/video-guides/how-to-videos/well-seeker-pro/daily-reporting/daily-reporting-qa-and-qc) on quality control for the reporting data.
1. Verify that the bottom line of the actual wellbore matches with the well plan, and that the actual well survey program is complete.
2. Right click on the actual well and select **Reporting >> Daily Activity Editor.** The Daily Activity Editor displays all activities for the job in one continuous table, making it easy to check for errors. Any errors that the software has detected will be highlighted in red and listed in the **Validate** section. You can scroll through the errors using the **Prev** and **Next** buttons.
Check for the following:
**a. Time Gaps** – The **start time** of every activity should match with the **end time** of the previous activity.
**b. Depth Gaps -** The **start depth** of every activity should match with the **end depth** of the previous activity.
**c. BHAs** – Every BHA should have exactly one **6O: Pick Up** and one **6P: Lay Down** activity. Every row should have the BHA selected while it is in the hole. When no BHA is in the hole, the BHA cell should be blank.
**d.Phases** – Every row should have a phase selected.
Once you have completed these checks, click on **Save** and then close the window.
3. In the object explorer, double click on one of the surveys for the job to open it Then click on **Slide Sheet** in the Home ribbon**.**
For each slide sheet in the well, check through your drilling parameters to make sure that there have been no typos or mistakes.
Make sure the RPM is zero for all slide activities where there is no pipe oscillation.
A common mistake is that the drilling parameters get entered with the wrong units. If you are not sure what units you are supposed to be using, open the Settings ribbon in the main interface and click Select in the Unit Sets. The units in this dialog are the units used in the slide sheet.
When you have finished with each slide sheet, save your changes by clicking on the **Save** icon in the toolbar. When you have finished with every slide sheet, close the slide sheet window.
4. Once you have finished QC’ing the Daily Report, , you should make sure that all of your BHA performance reports are filled in. Click on the actual well in the object explorer, and then click on the **Drill String** button in the Home ribbon.
Select a BHA and click on the **Drilling** icon in the **Run Data** section of the ribbon.
Check the Drilling Data dialog for every BHA in the well. For each BHA check that:
a. A reason for POOH has been selected.
b. Comments have been filled in.
c. If the BHA had a failure, make sure that this has been recorded.
5. Repeat the process for the MWD run data. When you have finished checking the drilling and MWD run data for each BHA, **Save** and close the Drill String Editor.
6. You can now print your End of Well Report. In the Daily Reports window, open the **EOWR Options** ribbon. Toggle the checkboxes to choose which reports and charts are included in the EOWR.
7. After all data QC has been completed, click on the **Job Data** button in the Daily Reports Home ribbon. Set the well status to **Verified** or **Complete** or whatever Well Status your company policy specifies at this point. Click on **Apply** and close. **Save** and then close the Daily Reports window.
icon beside a day to print the report for that day, or click on the 
icon in the bottom right to print all days in one report.
6. The **Surveys** page allows you to view the currently recorded surveys for the well. The top half of the page displays the 3D plot, section and plan view charts for the well. Hover over the left or right hand sides of the charts to display the **<** and **>** icons that allow you to cycle between each one. Hover over the 
icon to change chart settings.
icon beside a BHA to print a BHA or performance report.
