Reserve Rental Units For a Particular Job And Assign Backup Equipment
Serving as a solution for a complicated type of Oilfield Rental Operations is the ability to reserve items beforehand for a certain job and be able to assign backup counterparts for items already in the field to assure uninterrupted service, just in case something goes wrong.
A typical use case for a reservation is when a company has a big fleet that contains many identical items, and there is a need to make sure that all the equipment will be delivered to the client site on time – tested and ready for the job. Thus, items that are going to be deployed are put aside – reserved, to make sure that the quantity requested by the client is sufficient, and when the time comes those can be delivered to the job site.
It’s worth to emphasize that reservations are done only on a per-job basis, which meant that when a certain quantity of items is reserved for a job, riger® will not allow those to be used for any other job.
The standard riger® document workflow has not been altered much – only one document has been added to the chain to accommodate the reservation functionality.
The new document is called Reservation Note and it will allow both: to reserve items for an upcoming job or to unreserve already reserved items if something changes. These actions are defined by the type of the Reservation Note.
The Reservation Note is generated directly from within the RSA (Rental Service Agreement) as the next step in the process. Items (unit numbers) are added to the note and posted (activated in the database). This action prevents the included items (unit numbers) from being used for any other job.
The next step in the chain is to create the Rental Ticket(s) and deliver the reserved items. Just a single button click is required to include the reserved items to the ticket.
Much like the ability to reserve individual pieces of equipment, the backup mechanism also allows to ensure that certain items (unit numbers) are set aside for future use.
The main difference between the reserves and backups is that in riger® the reserves are meant to be used before the actual equipment deployment. On the other hand, backups are used only during ongoing jobs, thus acting as a guarantee of a trouble-free job continuation by allowing to use the backed-up item for a swap of a unit that failed on the job. A simple example for this process is a dispatcher knowing that 15 pieces of equipment are at a client location, working 24/7, and to ensure the availability of an identical item just in case one fails on the job and needs to be swapped, s/he sets aside 2 additional ones as backups in the “backup section” of his shop.
The process of creating backups is done through another new document called Backup Note, which again is generated from within the RSA.
As an analogy with the Reservation Note document, the Backup Note will allow both: to add an item to backups and to remove an item from backups – depending on the type of the Backup Note document.
Backups can be used in Rental Tickets of type Service to perform a swap operation with the identical items on the field.
If your company deals with equipment reservation and/or backups – use Reserves and Backups module in riger® and see for yourself how easy it makes all the steps involved in the process.
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