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Maintenace_History

List View History

PROCESS NAME

Asset Management (AM02)

FEATURE / USER STORY NAME

List View Maintenance History (AM02US01/High)

DESCRIPTION

The List View Maintenance History feature is part of the History sub-tab within the Maintenance tab of the Plant View. This feature allows back-office users to view the maintenance history of all assets linked to a specific plant. The table displays key details about each completed maintenance task, such as the Service ID, Asset ID, Asset Name, Unit Name, Type (Preventive, Prescriptive, Reactive), Completion Date, and available actions (View, Download).

ACTORS

Back-office user

USER STORY

As a back-office user,
I want to view the maintenance history of assets linked to a plant,
so that I can track and analyze the maintenance tasks performed on those assets.

STORYTELLING

John, a back-office user at Samoa Water Authority, is tasked with reviewing the history of maintenance for a specific plant’s assets. He navigates to the Plant View, selects the Maintenance tab, and clicks on the History sub-tab. In the table, he can see the list of completed maintenance tasks for each asset, with relevant details like Service ID, Asset Name, and Completion Date. John can view additional details by clicking the View button or download the maintenance history for offline use by clicking Download.

GOALS

  • Provide a comprehensive list of completed maintenance tasks for assets linked to the plant.

PROCESS FLOW DIAGRAM

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to the Asset Module and selects the plant of interest.

  3. Clicks on the Maintenance tab.

  4. Switches to the History sub-tab.

  5. Views the list of completed maintenance tasks for each asset linked to the plant.

  6. Optionally, clicks on the View button to see more detailed information for a specific maintenance task.

  7. Optionally, clicks on the Download button to download the maintenance history of an asset.

BUSINESS RULES

  • Only authorized users (back-office users) can access the Maintenance tab and History sub-tab.

  • The History sub-tab must display the following columns:

    • Service ID

    • Asset ID

    • Asset Name

    • Unit Name

    • Type (Preventive, Prescriptive, Reactive)

    • Completion Date

    • Action (View, Download)

  • The table should support pagination for displaying a large number of maintenance history records.

  • Clicking View opens a detailed view of the maintenance history.

  • Clicking Download downloads the maintenance history of an asset in the originally uploaded format (PDF, Excel, etc.).

  • The Action column will display the View and Download options based on the availability of detailed information or a downloadable format.

  • All maintenance history data must be accurate and linked to the corresponding plant and assets.

  • Data should be filtered by the selected plant, showing only records related to assets under that plant.

SAMPLE DATA




Service ID

Asset ID

Asset Name

Unit Name

Type

Completion Date

Action

SVC1001

A1234

Water Pump 1

Unit A

Preventive

2024-11-01

View, Download

SVC1002

A1235

Water Filter 2

Unit B

Prescriptive

2024-11-03

View, Download

SVC1003

A1236

Valve 3

Unit C

Reactive

2024-11-10

View, Download


ACCEPTANCE CRITERIA

  1. The Maintenance History sub-tab displays the following columns for each record:

    • Service ID

    • Asset ID

    • Asset Name

    • Unit Name

    • Type (Preventive, Prescriptive, Reactive)

    • Completion Date

    • Action (View, Download)

  2. The Action column contains the View and Download buttons where applicable.

  3. Clicking View opens the detailed view of the maintenance task.

  4. Clicking Download downloads the maintenance history in the originally uploaded format (PDF, Excel, etc.).

  5. The maintenance history data is filtered by the selected plant, showing only relevant records.

  6. The table supports pagination for large sets of maintenance history records.

  7. A success message like "Maintenance history downloaded successfully" should be displayed after clicking the Download button.

  8. A detailed view of maintenance history should be shown with accurate information related to the service performed.

Search, Sort, Filter and Download History

PROCESS NAME

Asset Management (AM03)

FEATURE / USER STORY NAME

Search, Sort, Filter, and Download History (AM03US03/High)

DESCRIPTION

The Search, Sort, Filter, and Download History feature enables back-office users to manage and interact with the maintenance history of all assets linked to a specific plant. Users can search, sort, and filter records by various parameters (e.g., service ID, asset ID, asset name, completion date, maintenance type). Additionally, users can download all the maintenance history records displayed in the History sub-tab in Excel or other relevant formats for offline analysis or reporting purposes.

ACTORS

Back-office user

USER STORY

As a back-office user,
I want to search, sort, and filter maintenance history records,
so that I can efficiently find the relevant records I need.

As a back-office user,
I want to download all the displayed maintenance history records in Excel or relevant format,
so that I can analyze or share the data offline.

STORYTELLING

Maria, a back-office user at Samoa Water Authority, is tasked with reviewing and reporting on the maintenance history for multiple assets in the plant. She uses the Search bar to quickly locate a specific service order based on keywords. Next, she applies the Filter options to narrow down her results, focusing on a specific asset and maintenance type. After sorting the results by Completion Date, Maria notices several records she needs for a report. She clicks the Download button to download all the displayed records in Excel format. The downloaded file helps her prepare an offline report for senior management.

GOALS

  • Enable back-office users to search, sort, and filter maintenance history records easily.

  • Allow users to download all displayed maintenance history records in Excel or relevant formats for offline analysis.

  • Provide an efficient way to handle large volumes of maintenance history data.

PROCESS FLOW DIAGRAM

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to the Asset Module and selects the plant of interest.

  3. Clicks on the Maintenance tab.

  4. Switches to the History sub-tab.

  5. Uses the Search functionality to search for maintenance records by keywords (e.g., Asset ID, Service ID, Asset Name).

  6. Applies Filters to narrow down the results by Asset Name, Maintenance Type, and Completion Date.

  7. Sorts the records by one of the available columns (e.g., Completion Date).

  8. Once the records are displayed, clicks on the Download button to download all visible records.

  9. Chooses the relevant format (e.g., Excel) for the download.

  10. Downloads the file and saves it for offline analysis.

BUSINESS RULES

  • Only authorized back-office users can access the Maintenance tab and the History sub-tab.

  • The Search field must allow users to search by keywords across multiple columns (e.g., Asset ID, Asset Name, Service ID).

  • The Filter options must include:

    • Asset Name

    • Maintenance Type (Preventive, Prescriptive, Reactive)

    • Completion Date (from date and to date)

  • The Sort functionality must allow sorting records by the following columns:

    • Asset Name

    • Service ID

    • Completion Date

  • The Download button will be displayed once records are filtered, sorted, and searched.

  • When the Download button is clicked, all records visible in the list view are included in the downloaded file.

  • The downloaded file must be available in Excel format (XLSX) by default. Additional formats such as CSV or PDF may be supported, depending on system configuration.

  • The download must include all visible columns:

    • Service ID

    • Asset ID

    • Asset Name

    • Unit Name

    • Maintenance Type

    • Completion Date

  • The system should display a success message ("Records downloaded successfully") after the download is completed.

  • Pagination must be handled appropriately, with a maximum of 1000 records per download request to avoid performance issues.

  • The user must be notified if the download exceeds the allowed record count or if there is an issue generating the download (e.g., server error).

SAMPLE DATA




Service ID

Asset ID

Asset Name

Unit Name

Type

Completion Date

Action

SVC1001

A1234

Water Pump 1

Unit A

Preventive

2024-11-01

View

SVC1002

A1235

Water Filter 2

Unit B

Prescriptive

2024-11-03

View

SVC1003

A1236

Water Heater 1

Unit C

Reactive

2024-11-05

View



ACCEPTANCE CRITERIA

  • All visible maintenance history records are downloaded in the selected format (Excel/CSV/PDF) when the Download button is clicked.

  • The downloaded file contains all visible columns (Service ID, Asset ID, Asset Name, Unit Name, Maintenance Type, Completion Date).

  • The Search functionality returns relevant results based on keywords entered.

  • The Filter options allow users to narrow down records by asset name, maintenance type, and completion date.

  • The Sort functionality sorts records correctly based on the selected column.

  • A success message ("Records downloaded successfully") appears after the download is complete.

  • The download process works seamlessly even with large datasets (pagination applied).

  • If the download exceeds the maximum record limit or fails, an appropriate error message is displayed.

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