Related Files

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Use the Related Document tabs to relate any document to an existing document in the database. By relating documents to one another in this way, you can quickly navigate from a document to all of its related documents.

If applicable, you can relate documents at either the Base or Sub level. Relate documents at the Base level if one entire document relates to another entire document. If only one particular sub or tract relates to a document, relate the document at the Sub or tract level.

Once established, you are able to edit the relationship between two related documents from either side.  For example, if you relate a Mineral Lease to a Contract document, you can edit that relationship through either the Related Mineral tab of the Contract document or the Related Contract tab of the Mineral Lease.

Related Files Navigator Bar

There is a Navigator bar on the right side of the Maintenance and Browse window. The Navigator displays all Related Files categories which have been enabled by the administrator. By selecting the Related File category on the Navigator bar, the associated fields and the stored related document will be displayed.

Open

A pop up warning message may be shown on the Save action but it will not prevent the Related Wells from being saved. If the Wells are not removed from the related tab, the warning will be displayed each time something is updated or added to the window and saved.

Open

Note: if there are too many wells listed on the warning popup, press ‘enter’ to exit the window. Consider running a Qbyte Optix report to identify the offending Wells.

Tip: To launch a Related File, highlight the particular file and select the Detail button at the bottom of the screen. This will open the particular file using the security rights available to the user (will open in Maintenance or Browse depending on security).

Substance Allocation

When relating Mineral Lease Sub on a Well or when relating a Well on a Mineral Lease Sub, there is an additional section to enter the Substance Allocation. 

Exceptions

Related Service side tab:  In the Well, Facilities and Pipelines module, the Related Service tab displays any Wells, Facilities or Pipelines that have been added to a Service Agreement as a Producer or Processor. There is no ability to add or relate a Service Agreement to a Well, Facility or Pipeline on the Related Service tab in those modules.

Related Wells side tab: Does not exist on the Related Files tab in Service Agreements or in Third Party.

Related Pipelines side tab: Does not exist on the Service Agreement Related Files tab.

Related Facilities side tab: Does not exist on the Service Agreement Related Files tab.