IFS Workflow User Guide - IFS Enterprise Upstream New Well Approval

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IFS Workflow has allowed the process of uploading and managing the creation of a well to flow through the Workflow process, and finally be uploaded to a financial system.

System Configuration

Currently, the only requirement is that API Rest Services developed for IFS Enterprise Upstream are deployed on the target environments for IFS Workflow.

No additional system configuration is needed for this IFS Enterprise Upstream workflow.

Requirements

External API Table Configuration

Please refer to  Environment Configuration .

What's Included?

Open

1. A user opens a new case.

The process begins manually when a user in IFS Workflow, on the Home screen, selects New Case.

2. The case is for a New Well Approval.  

When the user double-clicks the IFS New Well Approval Workflow, the New Well Form opens. This form will be used to enter data about the well.

This form contains the same validations as the Well Report Center form in IFS Enterprise Upstream.

The following fields should all be populated with the Report Centers/Codes set up in IFS Enterprise Upstream:

3. The User adds Well information and submits it.

Selecting Submit moves this form to the Approval New Well task to allow the user to view the information entered. Changes are not allowed on this form, and all information is Read-only except for:

• Approve Well

• Reason for Decline

4. The case is routed for approval.

Based on the Approval Well input, the case will be routed to one of the following two different tasks:

• Decline Approval Status- Case is routed back to the original user for changes.

• Approved Status- Case is submitted to an automated process that inserts the well into IFS Enterprise Upstream.

5. If approved, the information is sent to the connected Financial System.

Assuming the Well was approved, the automated process completes the following task: Send to Financial System. This task will take the data entered the New Well Dynaform and insert it into IFS Enterprise Upstream.

6. Email is sent to confirm the status.

When the task has sent the information to IFS Enterprise Upstream, this case will resolve in one of the two following ways:

• A Success Email Message is sent to notify the user that the well is now in the system

• A Failed Email Message displays the error(s) and the case is routed back to the original user at the point of the Enter New Well Info task.

Users

The following User Groups are built into this workflow:

• Drilling Engineer- Used as the data entry point of the Enter New Well Info task.

• Drilling Engineer Supervisor- A supervisor rule that only approves the data entered for the new well approval.

Tasks

The following Tasks are built into this workflow:

• Enter New Well Info: This task will allow for the user to enter in the new well information through the New Well Form Dynaform. Drilling Engineers are assigned to this Task with a value-based assignment to be able to route the case back to the engineer that started the case.

• Approve New Well: This task is for the Approval role to take look at the data entered and validate. Drilling Engineer Supervisors are assigned to this task, with a Manual assignment rule.

• Send to Financial System: Automated Task to insert data entered on Dynaform into IFS Enterprise Upstream.

• Success Email Message: Automated Task to send an email of successful completion to the user that the creation of the well was created without error.

• Failed Email Message: Automated Task to send an email of an unsuccessful upload of the user-created well. This email will contain the error messages generated during this task. Also, the error message generated will be inserted on the Case Comments for review.

Gateways

The following Gateways are built into this workflow:

• Approve: Decision point to have the case tracked go forward and automatically insert into the system, or move back to Enter New Well Info task. This decision is based on the Approve Well? radio button selection. Approved will send the case forward while Declined will send the case back to Enter New Well Info.

• Successful Creation: This gateway is used to determine if the creation of the Well was successful. If the insert was successful, an email will be sent to the user. If the insert is unsuccessful, an email will also be sent with the information on what the error was. This gateway is completely automated, no user involvement is required.

DynaForms

The following Dynaforms are included with this workflow:

• New Well Form

• New Well Approval Form

New Well Form

This form contains the following fields:

• Well Name - Mapped to Full Name/Name in the IFS Enterprise Upstream Well Report Center Form. The Dynaform allows for 60 characters. If more than 60 characters are used, then the Name field will be truncated to the first 25 characters inserted.

• Country - Populated with the Nations set up in IFS Enterprise Upstream, select from the drop-down for the desired input.

• State - Upon selection of the Country, the State field will populate with possible inputs based on the selected Country.

• County - Upon selection of State, the Country field will populate with possible inputs based on the selected State.

• Field - This drop-down is populated with the Fields Report Centers set up in IFS Enterprise Upstream. This field is a concatenation of UserKey – FieldName.

• Operator - This field is populated with possible Operators from the IFS Enterprise Upstream Parties field. This field is a concatenation of OperatorName-SiteID.

• Completion Name - Name of the Completion to be inserted and is mapped to the Completion form that is going to be the child of the well inserted. The same logic applies to the Completion Full Name/Name as described earlier in the Well Name section.

• Completion Number - This field populates the Completion Number field on the Details button of the Completion tab. Only whole numbers can be inserted in this field.

• Completion Type - Completion Type field on the Details button of the Completion Form. This is pre-populated with the possible types of Completion Types set in the IFS Enterprise Upstream Codes table.

• API Well Number - API Well number to be inserted into IFS Enterprise Upstream. This field is set to be 15 digits and will only allow alphanumeric values.

• Producing Status - Completion Producing Status on the Completion Details button. This is prepopulated with possible inputs of Producing Status’s set in the IFS Enterprise Upstream Codes table.

• Date of First Production - This is a date field that populates the First Production status on the Completion Details form. This date is set to display in a DD-MMM-YYYY (31-May-2017) format that matches the date displayed on the Initial Production Date in the IFS Enterprise Upstream form.

• IFS AFE Destination - Allows the user to select the destination for IFS AFE integration for the Well. This value is populated with values from the IFS Enterprise Upstream Codes table.

• IFS Merrick Destination - Allows the user to select the destination for IFS AFE integration for the Completion. This value is populated with values from the IFS Enterprise Upstream Codes table.

• Submit for Well Approval - After entering all form values desired, this button will begin the process to route the case to the next user.

New Well Approval Form

This form includes all the fields on the New Well Form, with the addition of two new fields:

• Approve Well Status - Radio button to select the Approval Status. This field is used for case routing logic. See the Approve? gateway on logic for case routing.

• Reason for Decline - Comment area for case note upload for users to discuss case information. This will be stored and can be viewed via the Case Information tab on the top-left of the case. This field is used purely for communication and will not be stored in the IFS Enterprise Upstream system upon well upload.