Asset Doc Search

In StackDX, if you are looking for a land document that exists in your site there is an option to search across all your asset documents or within a specific asset (Surface Locations, Wells, Facilities, Pipeline Segments) using several filters or entering keywords. This guide will demonstrate how to best utilize the asset document search to easily find documents within your site.

Note: After documents are added or changed (ie. Category, Document Type, Location, etc.) please allow 24 hours for the information to be processed within our system for it be reflected accurately in the Asset Document Search.

Search All Asset Documents in StackDX

To navigate to the Search Asset Docs option, click the Assets dropdown menu at the top of the page. This will display all the asset related modules/options. Then click the Search Asset Docs option to view the search/filters available.

The Search Asset Documents search/filters page will appear. Start your search by entering keywords for Doc Title/Contents or a Surface Location. Click Search to display your results.

Tip: If you click the information icon next to the Doc Title/Contents field it will provide some advanced searching suggestions for better results.

If you do not have any specific keywords or location to enter, click the Search option with the search fields blank to view ALL the documents with access to the available filters to help narrow down your results.

Apply the search/filters available on the left side of the page to narrow down your results. The items available under each of the search/filters will correspond to the document information you have in your StackDX site.

The search/filters will adjust and correspond to the matching documents as you select your criteria. You can only select ONE choice from each available search section and able to combine the search filters with the text search boxes.

Summary of the available search/filters are listed below:

1. Active Assets Only – Select documents in active assets files only

2. Document Date – Select documents within one of the ranges displayed.

The available ranges are Older (>5 Years), Past 5 Years, Past Year, Past Month, Past Week.

1. Asset Types – Select documents with an Asset Type from the list of items displayed (ie. Facility, Location, Pipeline, Well).

2. Categories – Select documents with a specific category from the list of items displayed (ie. Application, Completion, Tests/Analysis, etc.).

3. Document Types – Select to only include documents with the chosen document types (ie. AFE, Cement Report, Geological Report, etc.). There is only a maximum of 80 displayed in the list.

4. Pin – Select documents with a specific pinned status (Pinned or Not Pinned).

5. Field Name – Select documents within a specific area/field (ie. REDWATER). There is only a maximum of 20 displayed in the list.

6. Township/Block - Select documents within a specific DLS or NTS location. There is a maximum of 20 displayed in the list (ie. DLS 001-01W1, NTS J/094-H-06)).

7. Location – Select documents within a specific location (ie. DLS 01-01-001-01W1, a-049-J/094-H-06). There is only a maximum of 20 displayed in the list.

8. Licence – Select documents linked to specific Licence #s

9. Facility ID – Select documents linked to specific Facility IDs.

10. File Format – Select documents with specific file formats (ie. .xlsx, .docx, .msg, .pdf, .pptx, etc.).

Tip: The Asset Document Search will search all the document contents including handwritten text. See the below example.

Search for a specific phrase or text (ie. maybe sour) in the Doc Title/Contents search box.

The search results will include documents that have the criteria in handwritten text.

Search Documents within an Asset

Similarly, you can utilize the same search/filters within a specific asset (Surface Locations, Wells, Facilities, Pipeline Segments). Navigate to the Search Contents tab when viewing an asset and follow the same guidelines as above to apply the search/filters to narrow your search.