Running Assessments
An assessment is an AI-driven evaluation of an entity’s compliance posture across one or more domains. When you run an assessment, the AI agent analyzes the entity’s data, checks it against regulatory requirements, and produces a structured report of findings.
When to Run an Assessment
Run an assessment when you need to:
- Understand the current compliance status of a well, lease, or facility
- Identify gaps before starting a filing
- Check whether recent changes (new production data, rule updates, expired authorizations) affect compliance
- Generate a compliance summary for management or regulatory review
How to Trigger an Assessment
From the Entity Workspace
When you open the entity workspace, an assessment is automatically triggered for the entity and domain you selected. The agent begins analyzing the entity’s data as soon as the workspace loads.
From the Conversations Page
You can also trigger an assessment by starting a conversation with the Compliance Monitor agent and asking it to evaluate a specific entity. For example:
“Assess the compliance status for Mitchell Ranch 1H across all domains.”
From the Compliance Dashboard
Click a status cell in the compliance matrix to open the workspace for that entity. The assessment begins automatically.
What Happens During an Assessment
When an assessment runs, you will see progress indicators showing the agent’s work. A typical assessment takes 15 to 30 seconds and goes through these stages:
- Initializing — The agent loads its system context and any relevant memory from past interactions.
- Loading context — Entity data is pulled from the knowledge graph, including relationships, properties, and history.
- Selecting skills — The agent determines which analysis skills are needed (spacing calculations, volume checks, emissions estimates, etc.).
- Running analysis — The agent executes tools and calculations against the entity’s data.
- Synthesizing results — Findings are compiled into a structured report.
- Finalizing — The results are formatted and presented in the workspace.
During the assessment, you will see status messages like “Loading memory context…”, “Selecting skills…”, and “Thinking…” These indicate which stage the agent is in.
Interpreting Assessment Results
Assessment results appear in the work area of the entity workspace. Depending on the domain, you may see:
Spacing Assessment (Rule 37)
- Distance to nearest lease lines and whether they meet the 467 ft / 1,200 ft standards
- List of offset wells with their distances, API numbers, and operators
- A determination of whether a spacing exception is needed
- Identification of operators who would need to be notified
Flaring Assessment (Rule 32)
- Current flaring volumes compared to R-32 authorization limits
- Utilization percentage (how much of the permitted volume is being used)
- Days used out of the 180-day cumulative limit
- Gas composition analysis results
- Estimated CO2-equivalent emissions
General Compliance Assessment
- Upcoming deadlines and their urgency levels
- Any detected violations or anomalies
- Risk score for the entity
- Recommended actions
Acting on Assessment Results
After reviewing the results, you can:
- Start a filing — If the assessment identifies a compliance gap that requires a filing (such as a spacing exception or flaring authorization renewal), click the relevant checklist item to begin the filing workflow.
- Ask follow-up questions — Use the agent panel to ask about specific findings, request additional calculations, or get clarification on regulatory requirements.
- Export findings — Some assessment results can be saved as artifacts for record-keeping or management review.
- Dismiss items — If an assessment finding does not require action (for example, a domain marked as N/A), you can acknowledge and move on.
Assessment vs. Filing
It is important to understand the difference:
| Assessment | Filing |
|---|---|
| Evaluates the current state of compliance | Prepares a specific regulatory submission |
| Informational — no regulatory action taken | Results in a form package submitted to the RRC |
| Can be run repeatedly without consequence | Goes through mandatory human review and approval |
| Takes 15-30 seconds | May take several steps over multiple sessions |
An assessment does not create or submit any filings. It only analyzes and reports. To act on the findings, you must start a filing workflow through the entity workspace or the filing queue.
Refreshing an Assessment
To rerun an assessment with the latest data, you can:
- Reopen the entity workspace (closing and reopening it triggers a fresh assessment)
- Ask the agent directly: “Reassess the compliance status for this entity”
- Use the Refresh button on the compliance dashboard to update the matrix, then click into the workspace