WellEz Information Management, LLC. Administrator User s Guide

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1 WellEz Information Management, LLC Administrator User s Guide

2 Table of Contents Introduction to WellEz... 3 A Brief Overview... 4 Creating an Asset... 8 Creating a Location Creating a Location Work Job Allocation Creating a Well Creating a New Job Using the AFE Excel Import Tool Adding a New User Setting up the Address Book Setting Up a Group List Company-wide vs. Well-level Lists Setting up a company-wide list Setting up a Location Level list Setting up a Well Level List Entering Data into WellEz Entering Data into WellEz - BHA Entering Data into WellEz - Casing Viewing M2E & RS Reports Using the Excel Import Tool Password Management Forgot your password? WellEz Support WellEz Admin User s Guide - Page 2

3 Introduction to WellEz WellEz is an online reporting system that tracks daily reports for the lifecycle of a well. Users can login at wellez.com and enter daily drilling, completion, and workover reports. Please see a few important notes about WellEz below: WellEz is currently compatible with Internet Explorer, Google Chrome, and Firefox. o WellEZ is optimized for use in Internet Explorer 9+ If rig users have a slow or unstable internet connection, they can use an offline version called WellEz Remote. Please have rig personnel contact WellEz Support if this is needed. This user s manual will explain how to setup your account. Each company contains a number of assets (ex: East Texas, South Louisiana, etc.). Inside each asset are a number of locations and wells. Inside each well, there are a number of jobs (ex: drilling, completion, workover, etc.). Please use the step by step user s manual to create locations, assets, wells, and jobs in your WellEz account. We ll also go over how to create new users and setup your reporting distribution list. WellEz Admin User s Guide - Page 3

4 A Brief Overview Login to WellEz Admin User s Guide - Page 4

A Brief Overview Once you are logged in you will see the Select

Asset Name) to type in a search value Clicking Adv Search sorts

5 A Brief Overview Once you are logged in you will see the Select Well menu. o Use the Well Search field to search for wells by name o Click the magnifying glass at the top of a column (Well name, Lease, Asset Name) to type in a search value Clicking Adv Search sorts the wells by job type and also allows you to filter based on additional criteria. WellEz Admin User s Guide - Page 5

6 A Brief Overview To view the highest hierarchy level, click Admin Tools on the left hand side and then click Asset List under Company Admin Tools. Here you can: o View a list of your Assets o Add new Assets o Modify Asset Level Permissions WellEz Admin User s Guide - Page 6

A Brief Overview For important Administrator tools click Admin Tools on the left hand side, here you can Create new users, assign users roles Setup

7 A Brief Overview For important Administrator tools click Admin Tools on the left hand side, here you can Create new users, assign users roles Setup distribution lists Manage Well Files We will come back and review Administrator functions later in the guide WellEz Admin User s Guide - Page 7

Creating an Asset Step 1 The first step you will take to create a well is to first create an Asset. The well will be located inside of a specific Asset.

8 Creating an Asset Step 1 The first step you will take to create a well is to first create an Asset. The well will be located inside of a specific Asset. Click Admin Tools on the left hand side and then click Asset List under Company Admin Tools. In the Asset List screen, click Add Asset. WellEz Admin User s Guide - Page 8

9 Creating an Asset Step 2 Type the Asset name in the space provided. Business Unit should default to Main until the features' functionality is completed in upcoming development. Step 3 Click the Asset List button at the top, this will save the new asset and display the complete list. WellEz Admin User s Guide - Page 9

Location. Step 2 Type in the location information.

10 Creating a Location Step 1 Go to your Location list by clicking Location List on the left and then click Create Location. Step 2 Type in the location information. **Be sure that the Time Zone and Asset are correct** WellEz Admin User s Guide - Page 10

related to this location, then select Save and Exit to

11 Creating a Location Step 3 Select Any Wells that will be related to this location Step 4 Check the wells to be related to this location, then select Save and Exit to return the Location Setup form WellEz Admin User s Guide - Page 11

by clicking on its name The associated wells will appear in a

12 Creating a Location Step 5 Select Save and Exit again to return to the Location List Screen Step 6 To view the Location, select the Location by clicking on its name The associated wells will appear in a hyperlink on the right side of each location WellEz Admin User s Guide - Page 12

Creating a Location Work Job Allocation To complete this step, a location level job must be setup on the location, which can be completed by following the directions in the 'Creating a Job' section.

this Location The Location Form will show gross numbers allocated from the location to the wells, more detail can be found in the cost forms.

13 Creating a Location Work Job Allocation To complete this step, a location level job must be setup on the location, which can be completed by following the directions in the 'Creating a Job' section. Step 1 In the location, once a job has been created, select the cost allocation page Step 2 Select the gear on the far right side and select 'Add' to add a Well and Job to the Cost Allocation from this Location The Location Form will show gross numbers allocated from the location to the wells, more detail can be found in the cost forms. Step 3 Once a new row has been added, select the Well and Job, and input the percentage of costs to be allocated to this well, and Select Save and Exit to return the Location Main Menu Cost Allocations only allow unique Well/Job Pairings, so you cannot add the same job twice. WellEz Admin User s Guide - Page 13

** Be Sure Time Zone & Asset are Correct ** Step 3 Click Well List and select your

14 Creating a Well Step 1 Go to your well list by clicking Well List on the left and then click Create Well. Step 2 Type in the well information. ** Be Sure Time Zone & Asset are Correct ** Step 3 Click Well List and select your well after you ve created it. Yellow boxes are required to save information. WellEz Admin User s Guide - Page 14

15 Creating a New Job Step 1 Select the well where you will be adding the new job. (Drilling, Completion, Facilities, etc.) Step 2 Click New Job button by job drop down list. WellEz Admin User s Guide - Page 15

16 Creating a New Job Step 3 Enter your Job Details. Be sure to specify the Job Type All fields in yellow are required This info can only be filled in by a Company Admin or Asset Manager Note: Some fields require only numerical values. If Tight is selected under Tight Group In most cases, a job should not be selected as Tight. This option removes the well from all company s (minus those explicitly made in the well) and will not allow you to carryover information for the well. There are a few things that change when you select Tight in the Tight Group field when creating a job: Unless the checkbox Included to X-Well reports is checked, this job will not be included in any multiwell reports. If the checkbox is selected, the well will be added as an option in Multi Well Rpts but will not be ed out on company level reports, only Well Level reports Users have to be explicitly added via the Manage User tab that appears at the top of the page when you select Tight in the dropdown box. This job cannot be used for the carryover source for future jobs on this well. WellEz Admin User s Guide - Page 16

17 Creating a New Job Step 1 New fields for at the Bottom when "Tight" is selected *Only select Tight if the well is confidential. The information will be restricted from other users at the company. Step 2 Next, select the users who should have access the job. In order for users to appear on this list, users have to be specifically granted the tight well. Note: Most jobs should not be designated as Tight. WellEz Admin User s Guide - Page 17

18 Creating a New Job Step 3 Click Save & Exit to save when you re done. Step 4 Once successfully completed, your job will be added to the job pick list on the left. WellEz Admin User s Guide - Page 18

19 Using the AFE Excel Import Tool We have the ability to import AFE data directly from excel spreadsheets into the AFE form in WellEz. Note: Intangibles & Tangibles must be uploaded at separate times Step 1 Start by clicking on the AFE form located in the main menu screen. Make sure you are in the correct Well and have chosen the correct Job from your Job List. Step 2 Once you are in the AFE form you will see an import button at the top left of the form, click here. If this import button is not available please contact WellEz support to have it enabled. WellEz Admin User s Guide - Page 19

20 Using the AFE Excel Import Tool Step 3 Uploading your Excel File After clicking on the import button you will be prompted to select the Excel file you want to import. Click Browse to choose the file you want to upload into the system. Navigate to the location of your excel file and click open to start the upload process. Note: only Excel files of type.xls and.xlsx are supported Step 4 Mapping in the Excel Import Designer The system will upload your Excel file into the Import designer. Follow these steps to begin the import process. Reminder: Intangibles & Tangibles must be done in two separate processes. 1. The first Excel worksheet will open by default, if your data exists on a different worksheet please select the correct worksheet from the pick list. (Highlighted Below) 2. Define the range of rows were our data exists. During our first import we want our range to end after the intangible cost section. Warning: if this is not updated you will receive an error when starting the import process, please make sure to ONLY enter the range of rows that have data skipping any header rows on information at the top. (Highlighted below) WellEz Admin User s Guide - Page 20

Using the AFE Excel Import Tool 3. Next we need to create our import mapping. We do this by clicking on each pick list and assigning a field that references each column.

21 Using the AFE Excel Import Tool 3. Next we need to create our import mapping. We do this by clicking on each pick list and assigning a field that references each column. Select the item in the pick list that corresponds to the data that should be imported. (Highlighted Below) Once you have assigned your fields we will start the import process by clicking the Import button. Once the import tool has completed, the page will refresh and take you back to your input form. The data you selected will now be imported into your input form. IMPORTANT: You MUST save your data by clicking on a white or orange button at the top of the screen. WellEz Admin User s Guide - Page 21

22 Using the AFE Excel Import Tool Step 6 Tangible Items Now repeat the steps above to import your tangible AFE items. WellEz Admin User s Guide - Page 22

23 Adding a New User Step 1 Click Admin Tools on the left Step 2 Click User List WellEz Admin User s Guide - Page 23

24 Adding a New User Step 3 Click Add User Step 4 Enter the new user s information WellEz Admin User s Guide - Page 24

characters long and are case sensitive Step 6 Check the box for the

25 Adding a New User Step 5 Click User List at the top and then click on your new user s name User Name and Password must be at least 8 characters long and are case sensitive Step 6 Check the box for the role you want to grant, and then click Grant WellEz Admin User s Guide - Page 25

Adding a New User Step 7 Verify that the role listed in the drop-down menu is the correct role, then check the box(es) for the company, asset or well you want to assign and click Grant role Note: It

26 Adding a New User Step 7 Verify that the role listed in the drop-down menu is the correct role, then check the box(es) for the company, asset or well you want to assign and click Grant role Note: It is important to only have one role assigned for a well for a user. i.e. Do not assign Rig Supervisor Asset Level for an asset and then Rig Supervisor for a well inside that asset. Also after selecting a Role you need to assign that role to an object (Asset/Well/Company) in order for the user to have access to WellEZ WellEz Admin User s Guide - Page 26

27 Adding a New User Step 8 When you ve successfully assigned the role, it will appear under Assigned Roles WellEz Admin User s Guide - Page 27

28 Setting up the Address Book Step 1 Click Admin Tools on the left Step 2 Click Address Book WellEz Admin User s Guide - Page 28

29 Setting up the Address Book Step 3 Click Add and enter the contact details and click ok WellEz Admin User s Guide - Page 29

30 Setting up the Address Book Step 4 The new contact should now appear in the address book WellEz Admin User s Guide - Page 30

31 Setting Up a Group List Step 1 Click Admin Tools on the left Step 2 Click Group List WellEz Admin User s Guide - Page 31

32 Setting Up a Group List Step 3 Click Add to create a new group Step 4 Enter group details and click Ok WellEz Admin User s Guide - Page 32

33 Setting Up a Group List Step 5 Click Members to add the group member Step 6 Click Add to add a group member WellEz Admin User s Guide - Page 33

34 Setting Up a Group List Step 7 Click the icon on the left to add the group members from the address book Then select the check box to add a group member already in the address book and then click ok WellEz Admin User s Guide - Page 34

35 Setting Up a Group List OR type in group member details to manually add a member Step 9 Continue to add group members until complete WellEz Admin User s Guide - Page 35

36 Company-wide vs. Well-level Lists Use company-wide lists for people within the company that will receive the same reports consistently for many assets, wells, job types. This will save you time later you won t have to enter their information when new assets/wells are created. Use the well level lists for individuals that will receive reports only for certain/specific wells. Setting up a company-wide list Step 1 Click Admin Tools on the left Step 2 Click Setup under Company Admin Tools 0 WellEz Admin User s Guide - Page 36

37 Company-wide vs. Well-level Lists Step 3 Click Add to enter recipients and options Step 4 Select from the pick list if you would like to use an address book entry, group list, or manual entry Key: Address Book Group Lis Manual Entry WellEz Admin User s Guide - Page 37

selected a group list or address book entry, if you selected manual entry enter the details

38 Company-wide vs. Well-level Lists Step 5 Your recipient or group should now be present if you selected a group list or address book entry, if you selected manual entry enter the details Step 6 You may now choose the type of reports to be sent by clicking on reports and selecting the box to the left of the report type WellEz Admin User s Guide - Page 38

39 Company-wide vs. Lists Notes about set up Add additional users by clicking the Add button at the bottom of the page You can select Job Type user can receive reports for Drilling, Completion, etc. or select All Types Users can receive reports for one specific asset or Cross Asset (all assets) make selection under Asset drop down menu To receive the reports, the Active box must be checked next to the user s name URP means Use Report Parameters in most instances (and if you re unsure), leave this box unchecked. URP will change the date range from a daily report, to a multi-day report. The AM Reports pick list indicates the time when the user will automatically receive the morning report The PM Reports pick list indicates the time when the user will receive the report for the current day (in the afternoon). This is usually used for early snapshots of current reports. Example: User will receive data that has been entered on January 1st in the afternoon on that same day. The last pull-down menu allows you to select Link, BB or Attach meaning the data can be sent as a web-link to the report, in Blackberry (any mobile phone) format, or as an attachment. Only use the BB format for the mobile phone report. The reports can be sent manually using the Send button if no time is designated. WellEz Admin User s Guide - Page 39

Setting up a Location Level Email list Step 1 Click on the

right of the page Step 3 Click the Add button in the lower

40 Setting up a Location Level list Step 1 Click on the appropriate Location Step 2 Click Location at the top right of the page Step 3 Click the Add button in the lower right corner of the page WellEz Admin User s Guide - Page 40

Setting up a Location Level Email List Step 4 Select from the pick list if you would like to use an address book entry, group list, or manual entry Key: Address Book Group Lis

41 Setting up a Location Level List Step 4 Select from the pick list if you would like to use an address book entry, group list, or manual entry Key: Address Book Group Lis Manual Entry Step 5 Enter recipients and options Clicking on reports allows you to select which type of reports the recipient will receive. WellEz Admin User s Guide - Page 41

42 Setting up a Location Level List Step 6 If you check the box outlined below, you can use the same list on future locations (in the same asset) Also, if you would like an list to carryover from a previously set up location level list, then select the location from the pick list and click Apply Carryover Notes about set up Add additional users by clicking the Add button at the bottom of the page To receive the reports, the Active box must be checked next to the user s name URP means Use Report Parameters in most instances (and if you re unsure), leave this box unchecked. Use URP to send reports over multiple days The AM Reports pick list indicates the time when the recipient will automatically receive the morning report The PM Reports pick list indicates the time when the recipient will receive the report for the current day (in the afternoon) Example: User will receive data that has been entered on January 1st - in the afternoon (on that same day) January 2nd The last pull-down menu allows you to select Link, BB or Attach PDF/XLS meaning the data can be sent as a web-link to the report, in Blackberry (any mobile phone) format, or as an attachment. Only use the BB format for the Blackberry report. Remember, if you d like to use this list again (on a different location) check the box that says Use list for further locations the list will only be repeated for locations in the same asset. WellEz Admin User s Guide - Page 42

Setting up a Well Level Email List Step 1 Click on the appropriate well Step 2 Click

43 Setting up a Well Level List Step 1 Click on the appropriate well Step 2 Click Well near the top right corner of the page. WellEz Admin User s Guide - Page 43

Setting up a Well Level Email List Step 3 Click the Add button in the lower right corner of the page Step 4 Select from the pick list if you

44 Setting up a Well Level List Step 3 Click the Add button in the lower right corner of the page Step 4 Select from the pick list if you would like to use an address book entry, group list, or manual entry Key: Address Book Group Lis Manual Entry WellEz Admin User s Guide - Page 44

Setting up a Well Level Email List Step 5 Enter e-mail recipients and options Clicking on reports allows you to select which type of reports the recipient will receive.

45 Setting up a Well Level List Step 5 Enter recipients and options Clicking on reports allows you to select which type of reports the recipient will receive. Clicking on folders allows you to send a Well File folder that the recipient can access. Step 6 If you check the box outlined below, you can use the same list on future wells (in the same asset) Also, if you would like an list to carryover from a previously set up well level list, then select the well from the pick list and click Apply Carryover WellEz Admin User s Guide - Page 45

46 Setting up a Well Level List Notes about set up Add additional users by clicking the Add button at the bottom of the page To receive the reports, the Active box must be checked next to the user s name URP means Use Report Parameters in most instances (and if you re unsure), leave this box unchecked. Use URP to send reports over multiple days The AM Reports pick list indicates the time when the recipient will automatically receive the morning report The PM Reports pick list indicates the time when the recipient will receive the report for the current day (in the afternoon) Example: User will receive data that has been entered on January 1st - in the afternoon (on that same day) January 2nd The last pull-down menu allows you to select Link, BB or Attach PDF/XLS meaning the data can be sent as a web-link to the report, in Blackberry (any mobile phone) format, or as an attachment. Only use the BB format for the Blackberry report. Remember, if you d like to use this list again (on a different well) check the box that says Use list for further Wells the list will only be repeated for wells in the same asset. WellEz Admin User s Guide - Page 46

47 Entering Data into WellEz Selecting Well When logging into WellEz, users will first see the Well List screen, they must then select the correct well for data entry Tip: Refer to page 5 of this users guide on how to find wells/jobs quickly WellEz Admin User s Guide - Page 47

Entering Data into WellEz Selecting Job Next users must select which job (If the job does not exist see pg 10) Creating a Report Date (if the correct date does not already exist) Click the

48 Entering Data into WellEz Selecting Job Next users must select which job (If the job does not exist see pg 10) Creating a Report Date (if the correct date does not already exist) Click the New Date button make sure date is correct! Report dates should be created for the date the Report is due, not necessarily the date the activity occurred. WellEz Admin User s Guide - Page 48

49 Entering Data into WellEz After clicking New Date a calendar will appear and allow you to select the report due date After you ve created a report date, you ll see all of the input fields in blue and reports in green/black WellEz Admin User s Guide - Page 49

50 Entering Data into WellEz Fill out Job Level Forms The white forms at the top can only be filled in by a Company Admin or Asset Manager Fill out Daily Report Forms The daily report input forms (light blue) will be filled out by users on the rig WellEz Admin User s Guide - Page 50

Click on Save to save your data and remain in the current form OR click on Save & Exit to save your data and return to the main

51 Entering Data into WellEz After you click each new blue tab at the top of the page, your data will be saved. The Exit (no save) tab will take you back to the main menu without saving. Click on Save to save your data and remain in the current form OR click on Save & Exit to save your data and return to the main menu Time Log Section The Exit & Do Not Save tab will take you back to the main menu without saving You may click on the gear icon to add more lines or to remove the current line WellEz Admin User s Guide - Page 51

Entering Data into WellEz Costs Input Forms Costs can be entered into the daily cost box for the appropriate item. Certain cost items are expandable and can be itemized by clicking the + button.

52 Entering Data into WellEz Costs Input Forms Costs can be entered into the daily cost box for the appropriate item. Certain cost items are expandable and can be itemized by clicking the + button. You can also change the name of these expandable items by clicking on the name. After clicking the + to add a sub item you can then change the name of the sub item and enter the cost into the daily cost column. To add another item simply click +. Click on Save to save your data and remain in the current form OR click on Save & Exit to save your data and return to the main menu The Exit & Do Not Save tab will take you back to the main menu without saving WellEz Admin User s Guide - Page 52

Entering Data into WellEz Vendors can be selected from the pick list in the Vendor column Costs may be carried over each day by selecting the carryover box in the right hand column Vendor Management

53 Entering Data into WellEz Vendors can be selected from the pick list in the Vendor column Costs may be carried over each day by selecting the carryover box in the right hand column Vendor Management To access your vendor list go to Admin Tools then click on Vendors Checking the carryover box will add the daily cost/remarks/vendor information for this line item to all future report dates until the carryover box is unchecked WellEz Admin User s Guide - Page 53

visible box to the left of the vendor name After unchecking the

54 Entering Data into WellEz To add a vendor click the gear icon on the right hand side of the page To disable a vendor uncheck the visible box to the left of the vendor name After unchecking the visible box the vendor will be grayed out WellEz Admin User s Guide - Page 54

To save changes click on the vendor selection at the top of the page before exiting

55 Entering Data into WellEz To Import a vendor list from excel click on the blue Import button at the top of the page. To save changes click on the vendor selection at the top of the page before exiting Tip: You can export a complete list of vendors by going to Multi Well Reports and choosing the Vendor WellEz Admin User s Guide - Page 55

56 Entering Data into WellEz - BHA Adding a New BHA To add a new BHA, first open the BHA input form by clicking on the BHA input tab at the main menu. Next, click the Add New BHA button to start a new BHA. WellEz Admin User s Guide - Page 56

After you have filled those out, click ok.

57 Entering Data into WellEz - BHA After clicking Add New BHA, a box will appear to enter required information about the BHA. The first dropdown is to either add a new BHA or copy the data from an existing BHA. The other required fields are for a BHA number and date the BHA is run. After you have filled those out, click ok. Adding BHA Components Now that your new BHA is added, you can now add or remove components by hovering over the gear icon above the line you would like to add a compnent and click Add or Remove. (Note: You component list should start with the deepest most component) WellEz Admin User s Guide - Page 57

In the BHA input, the component fields used to create the BHA on the WBS are highlighted with gold text.

58 Entering Data into WellEz - BHA BHA and the Well Bore Schematic The WBS (well bore schematic) at the main menu is automatically created by entered data. In the BHA input, the component fields used to create the BHA on the WBS are highlighted with gold text. The bottom depth for the BHA on the WBS is entered in the Daily Ops input form in the field BHA MD. It is automatically populated by the depth entered in TMD, but can be manually changed. WellEz Admin User s Guide - Page 58

Entering Data into WellEz - Casing Adding New Casing and Importing Casing Tally Adding New Casing Strings To add a new Casing string, first open the Casing input form by clicking on the Casing input

59 Entering Data into WellEz - Casing Adding New Casing and Importing Casing Tally Adding New Casing Strings To add a new Casing string, first open the Casing input form by clicking on the Casing input tab at the main menu. Next, click the Add New Casing button to add a new casing string. After clicking Add New Casing, a box will appear requesting you to select the type of casing you are adding. Select you casing from that dropdown and click Ok. WellEz Admin User s Guide - Page 59

(Note: For more help on using the import tool, please reference the Using the Excel Import Tool section) Casing components can also be

60 Entering Data into WellEz - Casing Adding Casing Components After adding the new casing, you now have the ability to manually add or import your casing tally from an Excel spreadsheet. To import your spreadsheet, click the Import button under the correct casing type. (Note: For more help on using the import tool, please reference the Using the Excel Import Tool section) Casing components can also be manually added/removed by hovering over the gear icon above the line you would like to add a compnent and clicking Add or Remove. WellEz Admin User s Guide - Page 60

Casing Summary Auto Calculation At the top of the casing form is a summery section for that entire casing string.

61 Entering Data into WellEz - Casing Casing WBD Data and Auto Calculations Casing WBS Data The WBS (well bore schematic) at the main menu is automatically created by entered data. In the Casing input, the fields used to create the Casing on the WBS are highlighted with gold text. Casing Summary Auto Calculation At the top of the casing form is a summery section for that entire casing string. Certain fields can be set to auto-calculate based on the information entered in the casing tally section. Unchecking select fields will allow for manual entry. WellEz Admin User s Guide - Page 61

Entering Data into WellEz - Casing Changing a Field s Unit of Measurement Some fields in WellEz give you the ability to modify the recorded unit of measurement.

62 Entering Data into WellEz - Casing Changing a Field s Unit of Measurement Some fields in WellEz give you the ability to modify the recorded unit of measurement. These fields display the unit of measurement beside the field name, in parenthesis and underlined. Click on the unit of measurement to display a drop down of available units, and select the appropriate one. WellEz Admin User s Guide - Page 62

63 Viewing M2E & RS Reports To view a report for the current date, click the black/green button for the corresponding report, the report will then open in Microsoft Excel. WellEz Admin User s Guide - Page 63

64 Using the Excel Import Tool We have the ability to import data directly from excel spreadsheets into designated forms in WellEz. Note: This feature only works for input forms with repeatable fields meaning add/remove buttons are available. Step 1 Opening the Input Form First navigate to the input form that you would like to import data to. This must be an input forms that contains repeatable fields where add/remove buttons are available. In this example, we will upload data into the Survey input form. Once you are in the form you will notice an Import button at the top left of the form. If this import button is not available please contact WellEz support to have it enabled for the page. Step 2 Uploading your Excel files After clicking on the Import button, you will be prompted to select the Excel file you want to import. Only Excel files type.xls &.xlsx are supported. Click Choose File to choose the file you want to upload into the system. Navigate to the location of your Excel file and click open to start the upload process. WellEz Admin User s Guide - Page 64

65 Using the Excel Import Tool Step 3 Mapping in the Excel Import Designer The system will upload your Excel file into the Import designer. Here we will map which data we want to import by linking the data in the excel file to the correct fields in WellEz. 1. Check that the correct worksheet is active. The tool will open the first worksheet in the Excel workbook by default, if your data exists on a different worksheet please select the correct worksheet from the pick list. (Highlighted in above picture) 2. Next define the range of rows were our data exists. In the below example the data starts on Row 11 and ends on Row 23. Note* The Excel Import tool will automatically default to the last row with data. If this is not updated you will receive an error when importing, ONLY enter the range of rows that have data skip any header rows on information at the top. (Highlighted Above) 3. You may check the Overwrite existing data box if needed. 4. Next click on each pick list and assign the item in the pick list that matches the data that should be imported. Warning: You can only assign one field to one column WellEz Admin User s Guide - Page 65

Using the Excel Import Tool Step 4 Starting the import process Once you have completed assigning your fields, start the import process by clicking the Start Import button.

66 Using the Excel Import Tool Step 4 Starting the import process Once you have completed assigning your fields, start the import process by clicking the Start Import button. (Shown on previous page) Once the import tool has completed, the page will refresh and take you back to your input form. The data you selected will now be imported into your input form, as seen above. You MUST save your data by clicking on a blue tab at the top of the screen. WellEz Admin User s Guide - Page 66

Password Management Password Management allows WellEz adminstrators help their organization better comply with industry recognized best practices and security audits.

67 Password Management Password Management allows WellEz adminstrators help their organization better comply with industry recognized best practices and security audits. From this screen, WellEz administrators can manage which password requirements are enforced and are needed to comply with the applicable policies for their organization. Note: All Updates to Password Requirements take immediate effect, meaning any user logging in afterwards will be prompted to change their password. Step 1 Navigate to the Password Management page in one of the following ways: Using Admin Tools Log In to Click Admin Tools on the left hand side Select Password Management under WellEz Credentials From another Admin Tools page Password Management can also be reached from any other admin form via the Top Navigation bar: WellEz Admin User s Guide - Page 67

Password Management Step 2 Select the appropriate rules according to your organization s internal policies by selecting Active next to the rule There are three separate sections in the page: Password

Authentication Rules- These rules cover failed attempts, user lockout periods, and forced reset to prevent the user from having unlimited login attempts to guess a password and gain unauthorized

68 Password Management Step 2 Select the appropriate rules according to your organization s internal policies by selecting Active next to the rule There are three separate sections in the page: Password Rules- These rules cover the basic rules of expiration and length for any created WellEz password. Authentication Rules- These rules cover failed attempts, user lockout periods, and forced reset to prevent the user from having unlimited login attempts to guess a password and gain unauthorized access into the system. Password Composition- These rules cover the complexity of the passwords users will be required to create for their WellEz login. They ensure that users are creating strong and unique passwords that prevent unauthorized access. Step 3 Once selected, a suggested requirement variable will appear in the far right of the screen. The default value is considered the best practice for that rule, but administrators should update the value based on their organizational needs. WellEz Admin User s Guide - Page 68

Password Management Step 4 After basic password rules have been set, if your organization requires authentication rules to prevent repeated failed password attempts, you should select one of the

These rules work in close conjunction with one another to ensure proper validation, so once one is selected, all three requirement Types will become active with the best practice value.

69 Password Management Step 4 After basic password rules have been set, if your organization requires authentication rules to prevent repeated failed password attempts, you should select one of the three Active boxes in the Authentication Rules section. These rules work in close conjunction with one another to ensure proper validation, so once one is selected, all three requirement Types will become active with the best practice value. Step 5 Finally, you should select the rules that users should be required to follow when creating their new passwords Step 6 All of your password rules have now been configured. As noted above, they will take immediate effect, so users will be notified of the need to change their password at their next log-in. You can activate the requirements by clicking any of the Admin Tools forms which saves the page WellEz Admin User s Guide - Page 69

70 Password Management Step 7 After you have saved the password requirements, you can navigate to the your own user profile and update your password to ensure it meets the new rules by selecting the User List Step 8 Locate your user profile page and review the user name and password section. Input a new password and retype it in the second field. Select Validate Credentials beneath Step 9 If the credentials meet the updated criteria you set for your account your credentials will be validated successfully WellEz Admin User s Guide - Page 70

Password Management Step 9 (continued) If the credentials do not meet the criteria, you will prompted to making changes to meet the criteria If the company is utilizing Password expirations, the

71 Password Management Step 9 (continued) If the credentials do not meet the criteria, you will prompted to making changes to meet the criteria If the company is utilizing Password expirations, the Password Status field will indicate Active if the users password has been updated in the time period set for Expiration in the Password Management page. Once you have successfully validated your new password you can save it by selecting any item on the top navigation bar Forced User Password Updates Once you activate the appropriate rules according to your organization s internal policies and reset your own password, all other users will be re-directed to a landing page during their next log-in to update their password WellEz Admin User s Guide - Page 71

Password Authentication If the company is utilizing the Authentication rules, the Password Status

If the users password has been updated in the time period set for Expiration in the Password

If a company is not utilizing the Authentication rules, the Password Status field will always appear

72 Password Authentication If the company is utilizing the Authentication rules, the Password Status field will appears Active along with its expiration date. If the users password has been updated in the time period set for Expiration in the Password Management page. If a company is not utilizing the Authentication rules, the Password Status field will always appear as Active If the company is utilizing the Authentication rules and a user attempts to log-in successfully they will be warned And then the Password Status field will appear as Locked Out- Too Many Attempts WellEz Admin User s Guide - Page 72

73 Forgot your password? Step 1 Go to the WellEz Login Screen Click Forgot Password? Step 2 Under Forgot Password? Type in your Username Step 3 WellEz will now send an to the address associated with your account containing a link to reset your password. WellEz Admin User s Guide - Page 73

WellEz Support Available 24 hours a day, 7 days a week 1.281.584.

74 WellEz Support Available 24 hours a day, 7 days a week (Select Option 1 for Support) Or send us an to support@wellez.com WellEz Admin User s Guide - Page 74

Kurzweil 3000 User and License Management

Kurzweil 3000 User and License Management Revised July 18, 2018 Contents Kurzweil 3000 Web License Edition customers.... 2 Kurzweil 3000 for Web Browsers.... 2 Working with User Accounts and License Allocation....