Practical drilling operations guide
How to build a useful drilling project document checklist
A good checklist does more than name files. It shows why each item is needed, who provides it, when it is expected and whether the current version is ready for the next project stage.
For drilling contractors and project coordinators replacing ad-hoc folders, email reminders and spreadsheet trackers.
Clear requirements
Describe the expected item in terms the team and customer understand.
Visible ownership
Record who provides, reviews or approves the next step.
Actionable status
Separate missing, waiting, received and completed items.
Operational workflow
Build the checklist around decisions in the project
The exact documents vary by country, borehole type and authority, but the control method remains consistent.
- 01
Group by stage
Separate enquiry, preparation, delivery and handover requirements.
- 02
Name the owner
Assign the person or organisation expected to act.
- 03
Use meaningful statuses
Make waiting and missing items visible, not hidden in folder names.
- 04
Retain the delivered set
Keep the final versions and context with the completed project.
Product scope
A checklist supports compliance but does not define it
Use official guidance and qualified specialists to determine the legal documents required in each jurisdiction. Your operational system should record that requirement and its progress, not invent regulatory rules.
- Document name and purpose
- Responsible person or organisation
- Expected date and current status
- Final file, version context and completion history
Common questions
Is there one universal drilling document list?
No. Requirements depend on jurisdiction, project type and responsible authorities.
Should a folder structure replace a checklist?
A folder can store files, but a checklist is better for showing requirements, ownership and progress.
Can the checklist be different for every project?
Yes. It should reflect the actual work and document requirements of that job.
Turn your current checklist into a live project process
Create one project in BoreSys and test the method with your actual requirements.