GETTING STARTED

How Converge HCA is organised

The Converge HCA modules, the navigation in close order and what the Today dashboard shows.

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The left rail follows the order a month closes:

  1. Today: the dashboard.
  2. Assets: fields, facilities, wells and completions, meters, tanks and the network diagram, each with effective dates.
  3. Field data: the daily entry grid, well tests, downtime and the exceptions queue.
  4. Measurement: tickets, provings, gas analyses and the meter register.
  5. Allocation: runs, factors by node, uncertainty and run comparison.
  6. Terminals: tanks, stock, cargoes and outturn.
  7. Entitlement: partners, contracts and balances.
  8. Close: the period checklist, reconciliations, prior-period adjustments, sign-off, reports and the audit pack.
  9. Settings: rounding policies, standard versions, materiality, roles and integrations.

The product switcher, the period picker and the period's open or locked badge sit in the top bar on every page.

The Today dashboard

  • The period: which day of the close it is, checklist progress, and which step is blocking and who owns it.
  • Data completeness: wells and meters reporting today, and every missing or late reading with its owner.
  • Exceptions: validation failures by severity, allocation factors outside the band, meter-factor deviations and tank imbalances.
  • Balance: the field-to-terminal reconciliation for the month to date.
  • Entitlement: overlift and underlift for each partner.
  • Changes since the last close: prior-period adjustments raised and reports that need refiling.

Modules

Module Covers
Workspace Dashboard, assets and network, periods and locks, audit log, roles, imports, API. Included with any module.
Field data Daily readings, validation rules, well tests, downtime and deferment.
Measurement Liquid and tank tickets, meter proving, gas volume and gas quality.
Allocation Network allocation, fuel, flare and vent allocation, uncertainty and exposure.
Terminals and liftings Tank stock, the stock account by owner, cargoes, outturn and losses.
Entitlement Partner interests, overlift and underlift, PSC barrels, PIA royalty in kind.
Close and reporting Checklist, reconciliations, approval and lock, adjustments, returns and the audit pack.