Table of Contents

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System Preface. 1

Contents. 1

System Overview.. 1

Audience. 1

Scope. 1

Table of Contents. 2

General 14

System Requirements. 14

Set-up Guide. 14

Log In. 14

Log Out. 14

Switch Between Companies. 15

Activity vs. Workflow vs. Maintain. 15

Back Out of Records. 15

Easily Edit. 17

Search. 17

Simple Search. 17

Filtered Search. 18

Record Naming. 19

User Preferences. 20

Menu styles. 20

My Dashboard. 21

1. OLS360 Menu. 22

2. Search. 22

3. Refresh. 22

4. Calendar. 23

5. My Tasks. 23

6. My Activities. 24

7. My Workflows. 24

8. Home. 25

9. Scheduler. 25

10. Company. 25

11. Profile icon. 25

12. Power Button. 25

13. OLS Logo. 25

KPIs. 26

Kanban Board. 26

Toolbar. 27

Home. 27

Scheduler. 27

1. Export to PDF. 27

2. Date Selector. 28

3. Search. 28

4. View Changer. 28

5. Scheduled Activity. 28

6. View Pane. 30

7. Full Day / Show Business Hours. 30

Company. 30

Global Actions. 32

Menu Button. 32

Add. 33

Edit. 33

Cancelling. 33

Assign. 33

Add Task. 35

Export. 36

Exported Reports: 36

Clone. 37

Comments. 38

Add Files to Status Comments: 38

Add Picture to Status Comments: 38

Search Screens. 39

Filtering. 39

Sorting. 39

Select Columns. 40

Advanced Filtering. 40

Grouping. 41

Ordering Columns. 41

Cautions & Warnings. 42

Assigned To. 42

Saving. 42

Scheduler. 44

How to get to Scheduler. 44

Schedule an Event. 44

Single Events. 44

Multiple Events. 45

Edit Single and Multiple Occurrences. 46

How to Open a Scheduled Event. 46

How to Export. 46

Execute Tasks. 47

How to get to Tasks. 47

How to Add a Task. 47

Edit Task. 47

Task History. 48

Field Services Portal 49

Assign Worker to Crew.. 49

How to Get to the Assign Worker to Crew Page: 49

How to Access How-to Guide: 49

Add New Worker. 50

Edit Assign Worker to Crew.. 50

Saving Assign Worker to Crew.. 51

Menu Save: 51

Exit Save: 51

Do Not Save: 51

Saving Tables: 51

Change Status of Assign Worker to Crew.. 52

Comments for Status: 53

Add Files to Status Comments: 53

Add Picture to Status Comments: 53

Assign Crew Worker to Different User. 54

Add Task to Assign Worker to Crew.. 54

Export Assign Worker to Crew.. 55

Email Report: 55

Review History of Assign Worker to Crew.. 56

Record Drills. 57

How to Get to the Record Drills Page: 57

How to Access Drill Instructions and How-to Guide: 58

Add New Drill 58

Edit Recorded Drill 59

Saving Recorded Drills. 60

Menu Save: 60

Exit Save: 60

Do Not Save: 60

Saving Tables: 60

Change Status of Recorded Drill 61

Comments for Status: 62

Add Files to Status Comments: 62

Add Picture to Status Comments: 62

Assign Drill to Different User. 63

Add Task to Recorded Drill 63

Export Recorded Drill 64

Email Report: 64

Review History of Recorded Drill 65

Compare Recorded Drills. 65

Clone Recorded Drill 66

Schedule Drill 67

Open Scheduled Event: 67

Inspections. 68

Rod Rig, Service Rig, Kb Picker, Pump truck, pressure truck, and Crew Truck inspections. 68

How to Get to the Rod Rig – Daily Inspections Page: 68

How to Access Inspections Instructions and How-to Guide: 69

Add New Inspection. 69

Edit a Inspection. 70

Record a Inspection. 71

Saving Inspections. 72

Menu Save: 72

Exit Save: 72

Do Not Save: 72

Saving Tables: 72

Change Status of Inspection. 73

Comments for Status: 74

Add Files to Status Comments: 74

Add Picture to Status Comments: 74

Assign Inspection to Different User. 75

Add Task to Recorded INSPECTION.. 75

Export Recorded Inspection. 76

Email Report: 76

Review History of Inspections. 77

Compare Inspections. 77

Clone Inspection. 78

Schedule Inspection. 79

Open Scheduled Event: 79

Rod rig – weekly INSPECTION.. 80

HR Portal 80

Maintain Workers. 80

How to Get to the Maintain Workers Page: 80

Add New Worker. 80

Find Worker. 81

Edit Worker. 81

Add Records to Tables: 82

Saving Worker. 83

Maintain Worker Page: 83

Worker Information Page: 83

Saving Tables: 83

Export. 84

Export Individual Worker: 84

Email Export Report: 84

Record A&D Collection. 85

How to Get to the Record A&D Collection Page: 85

How to Access A&D Collection How-to Guide: 85

Add New A&D Collection. 86

Edit A&D Collection. 86

Saving Recorded A&D Collection. 87

Menu Save: 87

Exit Save: 87

Do Not Save: 87

Change Status of Recorded A&D Collection. 88

Comments for Status: 89

Add Files to Status Comments: 89

Add Picture to Status Comments: 89

Assign A&D Collection to Different User. 90

Add Task to Recorded A&D Collection. 90

Review History of A&D Collection. 91

Record Unapproved Absence. 92

How to Get to the Record Unapproved Absence Page: 92

How to Access Record Unapproved Absence How-to Guide: 92

Add Unapproved Absence. 93

Edit Unapproved Absence. 93

Saving Recorded Unapproved Absence. 94

Menu Save: 94

Exit Save: 94

Do Not Save: 94

Change Status of Unapproved Absence. 95

Comments for Status: 96

Add Files to Status Comments: 96

Add Picture to Status Comments: 96

Assign Unapproved Absence to Different User. 97

Add Task to Unapproved Absence. 97

Export Unapproved Absence. 98

Email Report: 98

Review History of Recorded Unapproved Absence. 99

Compare Unapproved Absences. 99

Request Absence. 100

How to Get to the Request Absence Page: 100

How to Access Absence Request Guide and How-to Guide: 101

How to Access and Sign Employee Acknowledgement 101

Add Absence Request. 102

Edit Absence Request. 102

Saving Absence Request. 103

Menu Save: 103

Exit Save: 103

Do Not Save: 103

Saving Tables: 103

Complete Absence Request Phases. 104

Absence Request 104

Management Approval 104

Change Phase of Absence Request. 105

Change Status of Absence Request 106

Comments for Phase: 107

Add Files to Phase Comments: 107

Add Picture to Phase Comments: 107

Assign Absence Request to Different User. 108

Add Task to Absence Request. 109

Review Task History of Absence Requests. 109

Export Absence Request. 110

Email Report: 110

Review Phase History of Absence Request. 111

Management Portal 112

Boots on the Ground. 112

How to Get to the Boots on the Ground Page: 112

How to Access Management Visits Instructions and How-to Guide: 113

Add New Boots on the Ground Visit. 114

Edit Boots on the Ground Visit. 114

Saving Boots on the Ground Visit. 115

Menu Save: 115

Exit Save: 115

Do Not Save: 115

Saving Tables: 115

Change Status of Boots on the Ground Visit. 116

Comments for Status: 117

Add Files to Status Comments: 117

Add Picture to Status Comments: 117

Assign Boots on the Ground to Different User. 118

Add Task to Boots on the Ground Visit. 119

Export Boots on the Ground. 120

Email Report: 120

Review History of Boots on the Ground. 121

Compare Boots on the Ground Visits. 121

Schedule Boots on the Ground Visit. 122

Open Scheduled Event: 122

Record Sub-Contractor Ticket 123

How to Get to the Record Sub-Contractor Ticket Page: 123

How to Access Sub-Contractor Ticket How-to Guide: 123

Add New Sub-Contractor Ticket. 124

Edit Recorded Sub-Contractor Ticket. 124

Saving Recorded Sub-Contractor Ticket. 125

Menu Save: 125

Exit Save: 125

Do Not Save: 125

Saving Tables: 125

Change Status of Recorded Sub-Contractor Ticket. 126

Comments for Status: 127

Add Files to Status Comments: 127

Add Picture to Status Comments: 127

Assign Recorded Sub-Contractor Ticket to Different User. 128

Add Task to Recorded Sub-Contractor Ticket. 129

Export Recorded Sub-Contractor Ticket. 130

Email Report: 130

Review History of Recorded Sub-Contractor Ticket. 131

Compare Recorded Sub-Contractor Tickets. 131

Clone Recorded Sub-Contractor Ticket. 132

Setup Competency Certifications. 133

How to Get to the Setup Competency Certifications Page: 133

How to Access How-to Guide: 133

Add New Competency Certification. 134

Edit Competency Certifications Record. 134

Saving Competency Certification Record. 135

Menu Save: 135

Exit Save: 135

Do Not Save: 135

Saving Tables: 135

Complete Competency Certification Phases. 136

Planning Certification. 136

Active Certification. 136

Retired Certification. 136

Change Phase of Competency Certifications Record. 137

Change Status of Competency Certifications Record. 138

Comments for Phase: 138

Add Files to Phase Comments: 139

Add Picture to Phase Comments: 139

Assign Competency Certification to Different User. 140

Add Task to A Competency Certification Record. 141

Review Task History of Competency Certifications Record. 141

Export Competency Certifications Report. 142

Email Report: 142

Review Phase History of Competency Certifications. 143

Safety Portal 144

Report & Investigate Incidents. 144

How to Get to the Report & Investigate Incidents Page: 144

How to Access How to Report an Incident Guide, Safety Portal Link, and How-to Guide: 145

Add New Incident. 145

Edit Report & Investigate Incidents Record. 146

Saving Report & Investigate Incidents Record. 147

Menu Save: 147

Exit Save: 147

Do Not Save: 147

Saving Tables: 147

Add Records to Tables. 148

Complete Report & Investigate Incidents Phases. 150

Reporting Incident 150

Incident Investigation. 150

Investigation Closed. 150

Change Phase of Report & Investigate Incidents Record. 151

Change Status of Report & Investigate Incidents Record. 152

Comments for Phase: 153

Add Files to Phase Comments: 153

Add Picture to Phase Comments: 153

Assign Report & Investigate Incidents Record to Different User. 154

Add Task to Report & Investigate Incidents Record. 155

Review Task History of Report & Investigate Incidents Record. 155

Export Report & Investigate Incidents Report. 156

Email Report: 156

Review Phase History of Report & Investigate Incidents. 157

Safety Observations. 158

How to Get to the Safety Observations Page: 158

How to Access Observation Instructions and How-to Guide: 159

Add New Safety Observations. 160

Edit Safety Observations. 160

Add Observation Records to Tables. 161

How to Access and Sign Observation Findings. 162

Saving Safety Observations. 163

Menu Save: 163

Exit Save: 163

Do Not Save: 163

Saving Tables: 163

Change Status of Safety Observations. 164

Comments for Status: 165

Add Files to Status Comments: 165

Add Picture to Status Comments: 165

Assign Safety Observations to Different User. 166

Add Task to Safety Observations. 166

Export Safety Observations. 167

Email Report: 167

Review History of Safety Observation. 168

Compare Recorded Safety Observations. 168

Shared Tables. 169

Maintain Pages: Certificates, Contacts, Crews, Customers, Devices, Equipment, First Nations, Vendors  169

How to Get to the Maintain Pages: 169

Add New Record in Maintain Pages. 170

Find Record in Maintain Pages. 170

Edit Record in Maintain Pages. 171

Add Records to Tables. 171

Saving Records. 172

Maintain Page. 172

Individual Information Page. 172

Saving Tables: 172

Export. 173

Export Individual Records. 173

Email Export Report: 173

Troubleshooting. 174

Why can’t I edit?. 174

I entered something, but when I came back, it didn’t save. 174

Why can’t I change the status/phase?. 174

Why can’t I save?. 175

I can’t upload an image on a comment. 175

I tried to do something in OLS360, but I got the warning message ‘Access Denied’. 175

FAQ.. 176

What’s the difference between an activity and a workflow?. 176

How do I copy an action I’ve already made?. 176

How do I delete something I added?. 177

How do I save records to my computer?. 177

How do I know if I’m editing or viewing a record?. 178

How do I tell records apart?  178