Skip to main content

Best practices for using preparations

Preparations Preparations in RigFlow are vital for making sure every preparation is executed safely and efficiently. This feature replaces outdated paper checklists with a transparent, real-time digital tool. It's designed for rig teams to confirm that all necessary checks are done before starting a plan. Read more about preparations here: PreparationsPreparations

Best_Practices_Preparations.png

Examples

Basic preparations—though simple—are often the ones most easily forgotten. Preparations Preparations ensure they’re done and documented. Here are some examples:

  • Visual Inspections: Check if tools and equipment are staged and ready.

  • Safety Confirmations: Ensure areas are barricaded or permits are in place.

  • Task Coordination: Confirm services or equipment are mobilized.

Tips and tricks

  • Flexible Responsibility: Anyone with permissions (e.g., Driller, Toolpusher, or Assistant Driller) can complete preparations on behalf of others if needed.

  • Prompt but Not Restrictive: If a Driller tries to complete a step without finishing preparations, RigFlow prompts them without blocking progress.

  • Real-Time Updates: As soon as a preparation is marked, everyone sees the change, ensuring full transparency.

Best practices

  • Use the checklist daily: To avoid forgetting basic prep items (e.g., checking torque wrench), use the checklist daily and rely on the system's reminders.

  • Assign roles: To ensure no preparation is left incomplete due to unclear responsibilities, assign roles and use the role-based views.

  • Check upcoming preparations: Make it a habit to check upcoming preparations proactively to prevent delays, reduce safety risks, and make routine preparations easier to track and verify.