Asset Docs Search/Filter

For each asset document type (Surface Locations, Wells, Facilities, Pipeline Segments) there are search/filter fields that will help in finding the asset documents you are looking for. This guide will show all the different search/filter options for asset documents and how to navigate to them.

Navigate to Assets & Asset Docs Grid

Navigate to the Assets Grid (Surface Location, Wells, Facilities, Pipeline Segments) by clicking the Assets dropdown menu at the top of the page. This will display all the Assets related modules/options. Then click any of the Asset Types to view its Assets Grid.

Then to view the uploaded documents navigate to the Asset Docs Grid for a particular asset by clicking the document link in the ‘Related To’ column or enter the asset and go to the ‘Asset, Well, Facility or Segment Docs’ tab.

When viewing the ‘Asset, Well, Facility or Segment Docs’ tab in Files View the search/filter panel will display allowing the ability for the user to identify the documents they are looking for within the asset. Choose from the available options and click Search to filter the Asset Docs Grid by the criteria.

The below search/filter options are available for all asset types:

1. Title, File or Folder – Enter full or partial Title, File or Folder Name

2. Categories – Select to only include documents with the chosen categories. All the categories are chosen by default. If you select/deselect a category it will display a heart icon. Clicking the heart option will set the selected items as the new default for the searched categories.

See Manage Search Preferences for more details.

1. Doc Types – Select to only include documents with the chosen document types

2. Uploaded By – Select either Any Internal (users at your company) or Any External (users outside of your company)

1. Doc Date – Enter From/To Document Date ranges

2. Added Date – Enter From/To Added Date ranges

3. Submitted To Regulator – Select to only include if document has ‘Submitted To Regulator’ date added

4. Submitted to Partner – Select to only include if document has ‘Submitted To Partner’ date added

5. Show Deleted – Select to display the deleted documents