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Posted on August 13th, 2019 - Posted in Management | Project Management | Software Update | Tips and Tricks

Introducing External Operators

Contractors who work with Operators who do not use Wellsite Report have a new search option when searching their Incidents, Projects, and Tasks & Action Items. In order to search for these Operators, you will need to first add your Operator to your Project.

When you add an Operator to a project, you’ll start to type the Operator name and options will appear. Options will start with existing WSR customers and then list the manually entered Operators. In the past if the Operator was not a WSR client, it was stored as whatever was typed. Therefore, you may find you have the same Operator under different names: ABC Operator, ABC Operator LLC, ABC Operator Inc, abc operator, et cetera.

NOTE: It will be up to your management to standardize these names so that WSR sees them as one single Operator.

Now that you’ve added your Operators to your projects, you can search Projects, Incidents, Tasks & Action Items by Operator. On the search sidebar, you will find two Operator options: WSR Operators and External Operators. If an Operator uses Wellsite Report (WSR), you can search for them in the first Operators option. If they do not use WSR, search for the Operator in External Operators.

Once a Project is associated with an Operator, you can search for those Projects by External Operator or WSR Operator. If you would like to associate an Incident with that Operator, create the Incident by associating the Incident with a Project or Job on that Project. Tasks and Action Items attached to this Incident can also be searched using the Operator filters. This will allow you to search Incidents by WSR Operator or External Operator.

This feature increases your leverage as you communicate effectively with your Operators. Using this ability along side the ability to add external users to email alerts ensures your transparency with Operators will exceed expectations. Find out what else came in our most recent release here!

Release Notes

Posted on October 7th, 2020
Posted in Management | Project Management | Software Update

Release Notes – 2.6.8

Newest in Custom Forms Mathematical Expressions Similar to Excel’s math formula options, the new field type calculates the value you’re looking for Apply them on any Forms, Equipment or within fieldsets Select any and multiple numeric value fields on the Form to use in the formula How does it work? First, get in touch with […]

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Posted on September 17th, 2020
Posted in Big Data | HSE | Management | Oil and Gas | Project Management | Reporting | Safety | Service Quality | Software Update

100K Form Submissions!

In September of 2020 WSR’s Form Builder Service and Custom Forms modules broke a new record with over 100k submissions! WSR began development in 2014 as a management software app with the five CORE features. Storing, managing and analyzing Incidents, Projects, Tasks, Units and Personnel.  Without question, the most powerful and customizable tools of WSR, […]

Release Notes

Posted on June 15th, 2020
Posted in Management | Project Management | Software Update

Release Notes – 2.6.7

New Features for FormBuilder Automated Tasks In the past, in order to create a General Task, our clients would have to do so within the Task & Action Items workflow and this could not be done from the Mobile Application. With this release General Tasks can now be automatically generated from any form submission; Desktop […]

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