Welcome to CorePlan! This guide is designed to help Mining & Exploration companies who are not CorePlan customers (yet,) navigate the CorePlan Client Portal.
This portal allows you to review and approve plods submitted by drilling companies that use CorePlan. It’s a simplified version of our full portal that our Mining & Exploration customers use every day to make their lives easier than yours…
Logging In
Open your web browser and go to coreplan.io.
Enter the login credentials provided to you. If you do not have login details, contact your drilling contractor.
Project Overview
Upon logging in, you will arrive at the Project Overview page. This is your dashboard to view key project information. Here are the details you can access:
Drilled Depth: View the total depth drilled for the project.
Active Drilling: Monitor the percentage of time rigs are actively drilling.
Rig Availability: See the availability of rigs for your project.
Drill Production Graphs: Quickly assess drilling trends and performance metrics.
A Sweet Little Map to view all the hole and activities.
Plods
The Plods section is where you can review and approve daily reports submitted by the drilling contractor.
Here’s how it works for you as a client user:
Receiving Notifications
When a plod is ready for review or approval, you will receive a notification via email. The email will include a link to view or approve the plod, depending on the settings configured by the drilling contractor.
Accessing Plods
Navigate to the Plods tab in the left-hand menu.
Use the filters (Status, Shift, Rig, Date) to narrow your search.
Viewing a Plod
Select a plod from the list to view its details.
The plod detail page includes information such as:
Contract and project details.
Drilling activities timeline.
Depth and duration metrics.
Approving or Rejecting a Plod (if enabled by the drilling contractor)
To approve, click the Approve button at the top of the plod detail page. You can optionally leave a comment.
To reject, click Reject and provide a detailed comment explaining the required changes.
Exporting Plods
Return to the Plods list view.
Click the Export as CSV or Export as PDF option in the dropdown menu of a specific plod.
Download the file for offline use or sharing.
Drill Holes
The Drill Holes section provides detailed information about individual drill holes within your project. Here’s what you can do:
Accessing Drill Hole Data
Navigate to Drill Holes in the left-hand menu.
View a list of drill holes along with their statuses and locations.
Viewing Drill Hole Details
Click on a drill hole to see comprehensive data, including:
Planned and actual depth.
Penetration rate and completion date.
Map view for spatial context.
Daily Drill Production
The Daily Drill Production report offers a clear view of your project’s progress. Here’s what you can explore:
Viewing Production Data
Navigate to Daily Drill Production in the left-hand menu.
View interactive graphs displaying daily and cumulative drilling metrics.
Data Insights
Hover over graphs for detailed breakdowns of production metrics.
Use filters to customise your view by rig, date, or drill type.
Features You Don’t Have Access To
As a Client Portal user, your access is limited and should have a very long, hard think about why you have not become a CorePlan customer yet..
You do not have access to:
Additional reports.
Drilling Programs.
Rig Scheduler.
Tenements.
Form Responses.
Documents.
So, so much more…
Getting Help
If you need assistance:
Click on the blue chat bubble in the bottom-right corner of the screen.
Contact the CorePlan support team for guidance or troubleshooting.
Frequently Asked Questions
What happens when I reject a plod?
The drilling contractor receives an email notification for the rejection. They can update the plod and re-submit it for your review.
Can the contractor change the plod after I’ve approved it?
If edits to plod items impact invoicing, clients cannot reject client-approved plods in CorePlan. Instead, they must contact the contractor directly to request amendments.
How do I know who’s done what?
All changes are reflected on the plod with dates, timestamps, and the names of individuals involved.
How can I download data?
You can export the data to CSV or PDF for every plod.