Managing Owner Accounts for Oil and Gas Companies

In this document, you will learn how to effectively manage owner accounts within the owner relations group of an oil and gas company. The process involves handling account numbers, tracking information related to these accounts, and customizing fields to suit your organizational needs. Follow these steps to ensure a comprehensive understanding and efficient management of owner accounts.

Step 1

Begin by examining the process of managing owner accounts. These accounts fall under the owner relations group in an oil and gas company. Here, you will handle account numbers and manage various types of information associated with these accounts. If your company uses a different term for owner accounts, you can adjust the terminology accordingly.

Step 2

Whether you refer to them as business associates, BA numbers, account numbers, or owner numbers, you can customize the terminology in the control panel to align with your organization's lexicon. Access the owner accounts filter page by clicking on the left-hand column.

Step 3

Alternatively, access the owner accounts through the control panel by selecting the owner accounts option.

Step 4

If the owner account tracking tool is not visible in the control panel, enable it in the site settings by selecting the appropriate flag. This action will display the owner account tracking tool.

Step 5

Once enabled, save your settings to activate the tool, and you'll be ready to proceed.

Step 6

Open the filter to explore the available options. You will also learn how to create custom fields to further enhance your account tracking capabilities.

Step 7

Custom fields can include tags like special handling, notes, documents, region, or state. Use these fields to filter owner numbers and access the relevant data. To locate a specific owner or account number, use the search function and explore the detailed account information.

Step 8

View high-level account information, along with any custom fields linked to owner numbers. Employees with edit permissions can modify and save data as necessary, which will be updated in the system.

Step 9

On the right-hand side, you'll find contacts associated with owner numbers. These may include individuals like spouses, attorneys, or trustees. Multiple contacts can be linked to a single owner number.

Step 10

Examine contact data and profiles through hyperlinks that connect accounts and contacts. This allows for easy navigation between associated profiles and accounts.

Step 11

Scroll down to find the internal discussion section, where employees can record notes or references related to owner numbers. Ticket history associated with an owner number will also be displayed within the profile.

Step 12

To attach an owner number to a ticket, select the contact and input the relevant owner number for tracking purposes.

Step 13

The system allows you to associate one or multiple account numbers with a ticket, depending on the situation. Navigate to the control panel under site settings to create custom fields for owner account settings.

Step 14

The process of creating custom fields is similar to other elements within forms and contact data, providing consistency across the system.

Step 15

Create custom fields such as text boxes, address fields, dropdown lists, dates, or attachments. For example, you can create an attachment field for tracking documents, making it available for uploading files directly within owner accounts.

Step 16

This flexibility allows you to track various custom fields against owner numbers. Additionally, you can create a new owner number instantly by adding it, typing in the number, and editing as needed.

Step 17

We hope you found this information helpful.