Preparations
How to Use the Preparations Tab in RigFlow
The Preparations tab in RigFlow is essential for managing and tracking preparatory tasks before executing the main action plan. This guide will help you understand how to access, manage, and complete preparation checklists in RigFlow.
How to find the Preparations tab
Open a plan, under [icon] Execution, [icon] Draft or [icon] Contingency in the left navigation.
Click on the Preparations tab to access the checklist.
Using the Preparations tab
Viewing Checklist
The Preparations tab contains a checklist of tasks that need to be completed before the main action plan is executed.
The tasks can be sorted by responsible or job role, and you can only perform or comment on the checks associated with your current login credentials.
Completing tasks
To mark a task as complete, click on the checkbox next to the task.
If a task is not applicable, click the checkbox an additional time to mark it as not applicable.
Adding Insights
You can add insights to each task by clicking on the [icon] insight icon next to the task.
Undoing Actions
If necessary, you can undo the completion or not applicable status of a task by clicking the checkbox until the desired status is obtained.
Important notes
Real-Time Updates
When a task is completed or commented on, the status is updated immediately and visible to all users.
User Permissions
Only users with the appropriate permissions can perform or comment on certain checks. Some users have broader rights to complete or comment on any checks.
Cloud users currently do not have access to complete any preparations.
Starting Operations
RigFlow does not restrict the start of the action plan even if all preparations are not completed. Use your judgment, supervisor’s advice, or procedural guidance to decide when to start operations.
Example of the Preparations Tab layout
Status checkbox
Incomplete Check: Tasks that are not yet completed.
Completed Check: Tasks that have been marked as done.
Not Applicable: Tasks that are marked as not applicable.
Task title: Displays the list of preparatory tasks
Job Role: Indicates which job role is responsible for each check.