Compliance Matrix

The Entity Compliance Matrix is the heart of the compliance dashboard. It presents a grid where rows are your entities (wells, leases, facilities) and columns represent compliance domains. Each cell is color-coded to show the compliance status at a glance.

Screenshot placeholder — to be added in a future update.

Understanding the Grid

Rows (Entities)

Each row represents one entity in your portfolio. The row includes:

Entity name — The well, lease, or facility name
Type — A badge indicating whether it is a well, lease, facility, or other entity type
Field — The oil or gas field the entity belongs to

Columns (Compliance Domains)

The matrix has the following columns:

Column	Domain
Overall	The aggregate compliance status across all domains
Rule 37	Spacing compliance under 16 TAC 3.37
Rule 32	Flaring/venting compliance under 16 TAC 3.32
Form PR	Monthly production reporting compliance
Flaring	Flaring volume and authorization compliance

Status Colors

Each cell in the matrix displays a color-coded badge indicating the compliance status for that entity and domain:

Status	Color	Meaning
Compliant	Green	The entity is fully compliant in this domain. No action needed.
Action Needed	Amber	Something requires your attention, such as an approaching deadline or a data gap.
Overdue	Red	A deadline has passed or a violation has been detected. Immediate action is required.
In Review	Blue	A filing or assessment is currently in progress or under review.
N/A	Grey	This compliance domain does not apply to this entity.

Hover over any cell to see additional details, including:

A description of the compliance issue (if any)
The relevant deadline date
Whether a rule change has affected this entity (indicated by a purple dot on the cell)

Filtering the Matrix

The toolbar above the matrix provides several filters to narrow down what you see:

Search

Type in the search box to filter by API number, well name, lease name, or any other text. Results update as you type.

Entity Type Filter

Choose from:

All Entities
Wells
Leases
Facilities

Status Filter

Filter to show only entities with a specific compliance status:

All Statuses
Overdue
Action Needed
Compliant
In Review

District Filter

Filter by RRC district. All Texas districts are available, including:

01 (San Antonio) through 10 (Panhandle)
Sub-districts like 07B, 07C, 08A

Field Filter

When available, filter by the oil or gas field. This dropdown is populated based on the fields represented in the current data.

You can combine multiple filters. For example, you can show only wells in District 08 that have an “Overdue” status.

Sorting

Click any column header to sort the matrix by that column. Click again to reverse the sort direction.

Entity name, Type, Field — Sorted alphabetically
Overall, Rule 37, Rule 32, Form PR, Flaring — Sorted by severity (overdue first by default, then action needed, in review, compliant, and N/A)

An arrow icon next to the column header indicates the current sort direction.

Row Actions

Each row has a three-dot menu on the far right. Click it to access:

Start Filing — Opens the entity workspace to begin a new filing for this entity
View History — Opens the filing history for this entity

Clicking a Cell

Click any status cell to navigate directly to the entity workspace for that entity and compliance domain. This is the fastest way to start working on a specific compliance issue.

Pagination

When your portfolio has more entities than fit on one page, pagination controls appear at the bottom of the matrix:

The current page number and total pages are displayed
Use the left and right arrows to move between pages
Each page shows up to 20 entities

Filtering from Summary Cards

When you click a summary card on the dashboard (for example, “Overdue”), the matrix automatically filters to show only entities matching that status. Click the same card again to remove the filter.