Procedures 2.0 Release Notes 0.6

System Performance and Stability Improvements

The biggest focus for this release has been on performance and reliability. A major refactoring has been done behind the scenes to make the system faster, more stable, and less prone to issues.

• Faster loading and editing in the Activities tab
• Improved performance when working with Execution Orders
• Reduced risk of missed updates and duplicate entries
• Backend optimisations to improve database performance
• Upgraded to a more modern system foundation for future stability

These improvements ensure a smoother and more dependable experience across the application.

New features and Improvements

Well Added to Procedure List in Execution Order Edit Mode

The list of assigned procedures in the Add/Edit Execution Order form now includes the Well column for better clarity.

The layout of both the list and sidebar has been updated to match the new design.

Filter Available Procedures by Wells in Execution Order

You can now filter available procedures in Execution Order by wells, making it easier to find what you’re looking for.

• Filter by one or more wells at the same time
• Search for wells within the filter panel
• Easily reset all filters to start over

This update improves navigation and speeds up access to relevant procedures.

Create Procedures Directly from Execution Order

You can now create procedures directly from the Execution Order creation and update form, making operations planning faster and more efficient.

• Available once rig and start date are selected
• New procedure is created as the last in the execution order
• Key fields are pre-filled:
• • Rig and Start date are inherited from Execution Order
  • Type is set to "Default"
• Title and Well must be entered manually
• After submission, the user remains on the Execution Order form
• If Execution Order creation/update is cancelled, the new procedure is created without an Execution Order link
• If Execution Order is submitted, the procedure is automatically linked

Improvements to “Add from Template”

We have updated the Add from Template flow to improve usability and consistency.

• Updated design for both steps: Select Template and Data Mapping
• You can now reorder previously unmapped activities before adding them to the procedure
• Activities added from the template will now follow the same numbering as shown in the Activities tab

Custom Start Number for Numbered Lists

You can now choose to start a numbered list from any number—not just 1—when editing content in fields.

• Available in edit mode for any field with rich text formatting
• In the “Numbered list” menu, a new option “Custom start number” has been added
• Apply it to any row to define the starting number for that list
• A tooltip appears on hover to guide the user

This makes it easier to create more flexible and realistic content, especially when continuing or referencing existing sequences.

Outdated Page Notification

Users are now notified when a procedure has been updated in the background, ensuring they don’t work with outdated information.

• A notification is shown across all tabs of the procedure detail view
• The message will remain visible until the user manually closes it
• Notification text:

“This procedure has been updated. Please reload the page to see the actual data.”

This helps ensure users always work with the most up-to-date data.

Updated Revision Status Pipeline

We have adjusted the behavior of revision handling:

• When a revision is opened, the procedure now moves directly to Offshore draft — it no longer passes through Onshore draft.
• Onshore draft statuses are now only available for Revision 0.
• When a revision is opened, the procedure will no longer overwrite the version in Execution View — only fields that the user has updated will be changed.

Main Lists Updates

Several improvements have been made to the main lists for better usability and consistency:

• Procedures list now defaults to show all procedures except those with status Abandoned or Completed
• Filters, search, and sorting applied to Procedures, Execution Orders, and Procedure Templates are now remembered until the end of the user’s login session
• Maximum cards per page (100) is now the default for all main lists; if changed, the preference is also saved for the session
• Expanded Execution Orders stay expanded while the session is active
• Users can now quickly clear search inputs with a single click

Clipboard Expiration Time Set to 24 Hours

Copied content to the clipboard in the system now expires after 24 hours.

Resolve Lessons Learned Comments

Users can now resolve comments in Lessons Learned, just like regular comments.

• Any user can resolve a comment — including those created by others

Updated Location of Saving Status in Quick Edit Mode

The saving status indicator in quick edit mode has been moved to the top of the page, even when not scrolled down, to ensure consistency.

• Applies to both Activities and Documentation tabs
• Ensures users always see the save status, regardless of scroll position

Updated Status Colors

The colors for the following procedure statuses have been updated for improved clarity and consistency:

• Onshore Draft 2
• Offshore Draft

Updated Default Check Type

When creating a step check or checklist check, the default value for Check type is now set to “Preparatory” instead of “During”.

Removed Word and Excel Attachment Formats

It is no longer possible to upload attachments in the following formats: .xls, .xlsx, .doc, .docx

• This change applies to all new uploads
• Existing attachments in these formats remain available and are not affected

Updated Revisions Counter Logic

The revisions counter now displays the current revision number instead of the total number of revisions.

This change aligns with the logic used in the Open and Execution View applications, ensuring consistency across platforms.

Double Confirmation on Cancel

To prevent accidental data loss, a double confirmation is now required when cancelling creation or editing of entities.

• If the user has entered data in a create form, cancelling will trigger a confirmation dialog
• If the user is editing and changes have been made, cancelling will also prompt for confirmation
• Applies to: Activities, Steps, Checks, Documentation, and Attachments

This ensures users don’t lose unsaved changes by mistake.

Consistent Font Size for Bullet Points and Plain Text

The font size for bullet point text and plain text is now consistent in view mode, matching what users see in edit mode.

Previously, bullet points appeared larger than plain text.

Updated Default Sorting for Procedure Templates

The procedure templates list is now sorted alphabetically by title by default.

Resolved Comments Excluded from Preview

Resolved comments are now excluded from preview and download to keep the focus on active discussions.

Edit Comments

Users can now edit their own comments:

• Editing is allowed regardless of procedure status
• Users can only edit their own comments
• The comment type (e.g. regular or Lessons Learned) cannot be changed after creation
• Editing is supported for both comments and comment templates

Paste Entities to Empty Lists

You can now easily paste copied items into empty checklists or activity lists.

• When the clipboard contains checklist checks or activities, the “Add” button on an empty list includes a dropdown to:
• • Create from scratch
  • Paste from clipboard
• The paste area has been expanded, so you can also use Ctrl+V to paste checks or activities directly into empty lists

Improved Column Resizing

Column resizing has been improved in tables for a smoother and more responsive experience.

Updated on: 14/07/2025