No Compliance Forms Are Showing
The Compliance tab lists the forms your state requires for a project. It finds those forms by matching the project's state against the compliance rules DrillerDB holds for that state. If DrillerDB cannot work out which state a project is in, it has nothing to match, so the tab comes up empty even though forms exist for the state you work in.
Quick Start: Fill an Empty Compliance Tab
- Open the project and click the Compliance tab.
- Read the message on the empty card. It tells you which of the causes below applies.
- If the message names a state you do not work in, set the state on the project itself.
- If the message names no state, go to Settings > Company Info.
- In the Company Information card, set Default State, then click Save.
- Reload the project's Compliance tab.
Setting Default State is the fix for most empty Compliance tabs. It also gives every future project a state to fall back on, so the problem does not come back on the next job.
What the Empty Card Is Telling You
The Compliance tab shows one of five messages when it has no forms to list. They mean different things, so read the message before you change anything.
| Message | What it means | What to do |
|---|---|---|
| No Compliance Requirements | DrillerDB worked out a state for this project and found no forms configured for it. The message names the state. | Check the named state is right. If it is, contact support so the forms for that state can be added. |
| Add the county on the Location tab to finish the requirements check | The project has no county. DrillerDB needs one before it can work out which local permits apply. | Click Go to Location under the message. It opens the project with the County field selected. Choose the county, then reload the tab. |
| Requirements not fully determined | DrillerDB could not finish deciding which rules apply, and the county is not what is missing. A warning appears above the card and names what it needs. | Give the warning what it asks for, then reload the tab. |
| No [timing] forms required | You have a timing filter on, such as After Completion, and nothing matches it. | Clear the timing filter to see all required forms. |
| No State Set | DrillerDB found no state on the project. A second line is added when it can confirm you have no company default either. If that line is absent, it could not read your company settings on that load. | Set the project's state in the Main tab. To cover every blank-state project at once, set a company Default State instead. |
When the Tab Asks for the County
A project with no county cannot be matched against county permit rules, so the requirements check stops before it finishes. Rather than say the check did not finish, the tab says what it needs:
Add the county on the Location tab to finish the requirements check
You see that line in the warning above the requirements, and as the heading on the card when there is nothing to list.
Under it is a Go to Location link. It opens the project's Overview tab and puts the cursor in the County field, which sits in the Well Location section. The message names a Location tab, and no tab carries that name. Use the link and it takes you to the right field.
When the county is the only thing missing, that one sentence is the whole message. When something else is missing too, a second sentence follows it:
Add the county on the Location tab to finish the requirements check. Select the project work type on Overview to determine all applicable compliance requirements.
Read both sentences before you leave the tab. Each thing the check needs gets its own link, so a project missing the county and the work type shows Go to Location and Go to Overview. Setting the county alone leaves the check unfinished and the message comes back for the rest.
The county is what adds local permits. State requirements do not wait on it, so the forms DrillerDB holds for the project's state are listed whether or not the county is set.
Where the Project's State Comes From
DrillerDB looks in two places, in order.
First, the project's own state. This is the well state recorded on the project. When it is set and DrillerDB carries forms for that state, it wins and the Compliance tab uses it.
If we carry no forms for that state, the project's state does not win. DrillerDB falls back to your company default and says so, naming both states, so you can tell a genuine gap in our catalog from a wrong state on the project.
If the company default cannot help either, the note says so and what it asks you to do depends on why:
- You have no company default. The note says we do not carry forms for this state yet and that your company has no default state to fall back on, then asks you to set a default in settings or correct the project's state.
- You have a default, and we carry no forms for that state either. The note names that default state and says it has none either. Here it does not ask you to set a default, because you already have one. It asks you to correct the project's state, or to tell us which state the work is in.
Second, your company's Default State. When the project has no state of its own, DrillerDB falls back to the Default State in your company settings. This is what fills most empty Compliance tabs.
If neither is set, the tab has no state to work with and lists no forms. Setting Default State is what fixes that case.
The tab says so on screen. It shows No State Set and asks you to set the project's state in the Main tab. When DrillerDB could also read your company settings, it adds that your company has no default state either and links you to Settings, where setting a default covers every project with a blank state.
If that second sentence is missing, DrillerDB could not read your company settings on that load. It is not telling you that you have no default. Reload the tab, and set the project's state in the meantime.
The tab tells you where the state came from
The Compliance tab shows a note above the forms whenever there is something to disclose about the state it used. You do not have to guess whether the forms in front of you are the right ones.
If the state came from your company default, the note reads Using company default state followed by the two-letter code, and under it:
This project has no state of its own, so these forms come from your company default. Set the project's state if the work is somewhere else.
A Set the project's state link takes you straight to the project's main tab.
When someone typed the state on the project and we carry forms for it, there is no note, because there is nothing to disclose. The no-forms cases above are the exception: the state was typed in, and the note is there to say what happened instead.
DrillerDB can also work a state out from somewhere other than the project, and each source has its own note:
| Where the state came from | What the note says |
|---|---|
| The project's GPS location | State derived from the project's GPS location |
| The project's address | State derived from the project's address |
| The customer's address | State inferred from customer address |
| Your company's Default State, recorded on the project | State inferred from company default |
| Your company's business address | Using the company's business address state, followed by the code |
The customer's address is the common one by a distance. If a note names a source you did not expect, the project has no state of its own and DrillerDB reached for the nearest thing it had.
The fourth row is not the same as the note higher up this page. Using company default state is worked out while the tab loads and is not written down. State inferred from company default was recorded on the project itself.
When the state comes from your company default, nothing is written to the project. You keep seeing your default state's forms until you set the state on the project itself. If you work in more than one state, set the state on each project rather than relying on the default.
Step-by-Step: Set Your Company Default State
- Go to Settings > Company Info.
- Find the Company Information card.
- Click the Default State field and choose your state from the list. Each option shows the
two-letter code and the full name, such as
VA - Virginia. - Click Save.
- Open the project again and click the Compliance tab. The required forms now appear.
If your company's Country is set to Canada, this field is labeled Default Province and lists provinces instead of states. It works the same way.
Your change takes effect the next time the Compliance tab loads. You do not need to wait or sign out and back in.
Still Empty After Setting the Default State
Work through these in order.
The project has its own state, and it is blank or wrong. The project's own state beats the company default. Open the project, set the correct well state on it, and reload the Compliance tab.
The message names a state, but no forms are listed. That means DrillerDB has no compliance forms configured for that state yet. Contact support at support@drillerdb.com and say which state you need.
A warning sits above the empty card. The warning names what the requirements check still needs. If it asks for the county, click Go to Location and set the county on the project. Otherwise give the warning what it asks for. Then reload the tab.
You cannot open the settings page. The Company Info page is open to Admin and Office users only. A Field Supervisor, Driller, or Accountant cannot reach it, so ask an Admin or an Office user on your account to set the Default State.
Related Topics
- General Settings - Where Default State lives
- Submit a Required Compliance Form - Filling and submitting a form once it appears
- User Roles - Who can change company settings
- Contact Support - How to reach the DrillerDB team