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Operation

The Operation Operation tab in RigGuide is where you see and manage the specific steps of a procedure. It helps users follow a clear structure, ensuring that each task is carried out in the correct sequence. This tab is essential for safe, consistent, and well-documented operations.

How it looks

Operations_overview_with_view_mode.png

  1. View mode: Lets you choose whether to display the procedure for a specific rig or for all rigs. When a rig is selected, only the rig-specific information is shown.

  2. Operation Operations tab: One of the main tabs available when creating or editing a procedure. The layout is built around steps, each displayed as a structured block with specific fields.

  3. Steps list: Shows all the steps in the procedure in order. You can click on any step in the list to jump directly to it.

  4. Step Responsible: A dropdown field that lets you assign responsibility for the step. It can be a specific job role (e.g., Driller, ET, Toolpusher) or “Any”, which means anyone with procedure access can complete it.

  5. Instructions field: The main text area where detailed instructions for the step are entered. Supports formatting such as bold text, bullet points, and numbered lists for clarity.

  6. Checklist: Used to confirm that tasks and responsibilities are completed. Each checklist item includes a short description, the assigned job role, and the rig.

  7. Operational parameters: Defines performance targets and safety limits for the step. Includes fields for unit, target value, minimum, and maximum value.

  8. Report backs: Used when operators must enter data during the procedure. It can be set to number or text input, and units of measurement can also be added.

  9. Risks and mitigations: List potential risks for the step with their corresponding mitigation measures to prevent hazards.

Step-by-step instructions

  1. Open the Operation tab: Select the procedure you want to work on and click on Operation to see the step list.

    Tip

    Make sure you are in the right view mode.

  2. Add a new step: Click to insert a new step and enter a step title.

    Operation_2.png

  3. Write instructions: Open the step and use the instructions field to explain the task. You can format text with the built-in editor.

  4. Create a checklist: Add checklist items for detailed tasks (e.g., equipment checks) and assign each checklist item to a job role.

  5. Set operational parameters: Define units, target values, minimums, and maximums if relevant.

  6. Add report back request: Request data entry (e.g., wind speed, gas levels). Choose whether the input is text or a number.

  7. Document risks and mitigations: Record any safety risks for this step and add instructions for how to mitigate those risks.

  8. Assign responsibility: Select a job role (or "Any") to show who must perform or confirm this step.

Tips and tricks

  • Always include clear step titles so users can quickly scan the procedure.

  • Use checklists to prevent missed tasks.

  • Assign job roles carefully to ensure the right person verifies each step.

  • Add report back requests when real-time data is critical.

  • Use risks and mitigations for safety-critical steps.

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