Preparing Your Data

How to send your wells to PetroBench: fill in the well roster, upload your files to the secure upload room, and confirm the import.

Moving to PetroBench takes three steps:

  1. Fill in a well roster. One sheet with every well you want in PetroBench.
  2. Upload your files. Put the roster and your well files in a private upload room.
  3. Confirm the import. We import everything, and one person from your company checks and confirms it.

Your PetroBench contact sets up the upload room and sends you the link.


1. Fill In the Well Roster

The roster tells us which wells you have and how your team is organized. We use it to set up your regions, groups and wells.

Download a template and add one row per well:

Only two columns really matter:

ColumnWhat to enter
well_nameThe name your team uses for the well
api_numberThe API number. Dashes are fine

Every row needs at least one of these. Fill in the rest if you have it:

ColumnWhat to enter
regionThe region, route or string the well belongs to
groupThe area or group inside the region
lease, field, county, stateLocation details
region_lead_name, region_lead_emailThe foreman or region lead
engineer_name, engineer_emailThe engineer for the well
technician_name, technician_emailThe field technician

Your own column names usually work too. For example, API works for api_number, and route works for region.


2. Upload Your Files

Sign In

Open the link from your PetroBench contact, enter your work email, and click Email me a sign-in link. No password is needed. The link works once and expires after 15 minutes. If it expires, ask for a new one on the same page.

The sign-in page of your upload room.

Enter your work email and click Email me a sign-in link.

After you sign in, the steps on the left guide you through the room.

The Welcome step shows a note from your PetroBench contact and what happens next.

Add the Roster

In the Well roster step, upload your filled-in roster. PetroBench reads it right away and shows what it found: wells, regions and groups. It also flags rows to fix, such as a missing API number, a duplicate API number, or a name like TBD.

The Well roster step.

Download the Excel or CSV template.

What PetroBench found in your roster.

Rows that need a look. You can still continue.

This step is optional. Click Skip for now to add it later. You can replace the roster any time before you submit.

Upload Your Well Files

Drag in whole folders or files, or click Upload a folder or Choose files. We keep your folder structure, and everyone in the room sees the same folders. We accept:

FileWhat it is
.rsdx, .rsvxRodStar designs
.inp6e, .inp7SRod simulations
.xlsx, .xls, .csvSpreadsheets, such as surveys and production data
.pdfVendor reports, such as fluid level shots
.zipZip files of any of the above

Other documents are welcome too. We keep them even if we cannot import them. Programs and scripts are blocked.

The Upload files step. Uploaded files keep your folder structure.

Drop folders or files, or use Upload a folder or Choose files.

Put the well name in the file name when you can, for example Smith 1-12 design.rsdx. It helps us match the file to the right well.

Limits: 50 MB per file and 5,000 files per room. Need more? Ask your PetroBench contact.

If your connection drops, sign in again and drop the same folder. Files that finished are kept.

Invite Colleagues

Click Invite at the top of the room, enter a colleague's email, and click Send invite. Colleagues must use the same email domain as you. To add someone from another company, ask your PetroBench contact.

Click Invite at the top of the room.

Enter a colleague's email and click Send invite.

Submit

When all uploads are finished, open Review and submit. Check the summary, tick the confirmation box, and click Mark as complete.

The Review and submit step.

Tick the box and click Mark as complete.

After that the room is locked while we import your files. To add more files, click Ask to reopen. Your PetroBench contact reopens the room for you.

After you submit, uploads are locked.

Click Ask to reopen if you need to add more files.

The room stays open for 180 days unless your PetroBench contact sets another date.


3. Confirm the Import

After we import your files, one person from your company confirms the result. Your PetroBench contact picks this person, called the signer. The signer sees an extra step: Acknowledge import.

  1. The signer opens the room and signs in.
  2. They check the import report. It shows wells without files and files that did not match a well.
  3. They type their full name, tick the confirmation box, and click Acknowledge.

The Acknowledge import step.

The import report: wells without files and files that did not match a well.

Type your full name, tick the box, and click Acknowledge.

We save a PDF copy of the report with the signer's name and the time. You can still edit your wells in PetroBench afterward.


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