Maintenance_Schedule

Back-office user logs into SMART360.

Navigates to the “Asset Module” and selects the plant of interest.

Clicks on the Maintenance tab.

Switches to the Schedule sub-tab.

Views the list of assets scheduled for maintenance under that plant, with the following details:

• Schedule ID

• Asset ID

• Asset Name

• Unit Name

• Maintenance Type (Preventive, Prescriptive, Reactive)

• Scheduled Date

• Action (View) for more details.

Scheduled Maintenance Data Display:

• The Schedule sub-tab must display all scheduled maintenance records for assets linked to the specific plant.

• The data shown should include:

  • Schedule ID (Unique identifier for the maintenance schedule)

  • Asset ID (The identifier for the asset scheduled for maintenance)

  • Asset Name (The name of the asset scheduled for maintenance)

  • Unit Name (The unit to which the asset is linked)

  • Maintenance Type (One of the following: Preventive, Prescriptive, Reactive)

  • Scheduled Date (The date the maintenance is scheduled to occur)

  • View Action (A clickable button that allows the user to view more details of the scheduled maintenance)

Date Range:

• The Schedule sub-tab should only display scheduled maintenance with a Scheduled Date in the future (i.e., maintenance that is upcoming).

View Action:

• The View button under the Action column should allow users to open a detailed view of the specific scheduled maintenance, displaying all relevant information about the maintenance task.

Asset Linkage:

• Only assets linked to the specific plant should be displayed in the list under the Schedule sub-tab.

• If an asset is scheduled for maintenance in the AX Module, the maintenance details should automatically appear in the Schedule sub-tab under the respective plant.

Authorization:

• Only authorized users with proper permissions should have access to the Maintenance tab and the Schedule sub-tab.

• Unauthorized users should not be able to access or view the maintenance schedule.

Data Refresh:

• The list of scheduled maintenance should be updated in real-time or upon a page refresh to reflect the latest scheduled maintenance tasks.

Sorting & Filtering:

• The table should allow sorting by columns such as Scheduled Date, Asset Name, and Maintenance Type to enable users to quickly find relevant scheduled maintenance tasks.

• Filters should be available for Maintenance Type (Preventive, Prescriptive, Reactive) and Scheduled Date (e.g., within a range or by a specific date).

Pagination:

• If there are too many maintenance schedules, the list should support pagination for efficient browsing.

Empty State:

• If no maintenance schedules exist for a particular plant or if there are no upcoming schedules, a message “No scheduled maintenance available” should be displayed.

Display of Scheduled Maintenance:

• All scheduled maintenance tasks for the plant should be displayed in the Schedule sub-tab with the following columns: Schedule ID, Asset ID, Asset Name, Unit Name, Maintenance Type, Scheduled Date, and View Action.

Sorting and Filtering:

• The list should allow sorting by Scheduled Date, Asset Name, and Maintenance Type.

• Filters should be available to filter by Maintenance Type and Scheduled Date.

Pagination:

• The list of scheduled maintenance should support pagination if there are too many records to display in a single page.

View Action:

• Clicking on the View button should open the details of the scheduled maintenance, showing all relevant information about the task.

Empty State:

• If there are no scheduled maintenance tasks for the plant, the message “No scheduled maintenance available” should be displayed.

Authorization:

• Only authorized users with appropriate permissions should have access to the Maintenance tab and Schedule sub-tab. Unauthorized users should not be able to access this feature.

Back-office user logs into SMART360.

Navigates to the Maintenance tab and opens the Schedule sub-tab.

Uses the Search bar to locate a specific maintenance schedule.

Applies filters (e.g., Maintenance Type or Scheduled Date) to narrow down the list.

Sorts the list based on columns such as Scheduled Date, Asset Name, and Maintenance Type.

Downloads the filtered and sorted maintenance schedule list by clicking the Download button.

The downloaded list is available in CSV or PDF format.

Search Functionality:

• The Search bar should allow users to search by keywords such as Asset Name, Schedule ID, Maintenance Type, and Scheduled Date.

• The search results should display the schedules that match the entered search criteria.

Sorting Functionality:

• The table should support sorting by the following columns:

  • Scheduled Date

  • Asset Name

  • Maintenance Type

• Sorting should be in ascending or descending order, based on the user’s selection.

Filter Functionality:

• Filters should be available for:

  • Maintenance Type (Preventive, Prescriptive, Reactive)

  • Scheduled Date (Allow filtering by a date range or by specific dates)

• Multiple filters can be applied simultaneously.

Download Functionality:

• The user should be able to download the list of scheduled maintenance in either CSV or PDF format.

• The downloaded file should contain all the displayed columns: Schedule ID, Asset ID, Asset Name, Unit Name, Maintenance Type, Scheduled Date, and View action.

Search, Sort, and Filter Data:

• The Search, Sort, and Filter functionalities should work in combination, meaning that users can search for a term, then sort or filter the results accordingly.

• If no results are found based on the applied search and filter criteria, a message “No results found” should be displayed.

Data Consistency:

• The data displayed in the list (post-search, post-sort, or post-filter) should be consistent with the data stored in the backend, and any changes made in the system (e.g., scheduled dates, maintenance types) should be reflected immediately.

Pagination:

• If there are too many scheduled maintenance tasks to display, pagination should be implemented so that only a limited number of records are shown per page (e.g., 10, 25, or 50).

Authorization:

• Only authorized users with proper permissions should be able to access the Maintenance tab and the Schedule sub-tab.

• Unauthorized users should not be able to search, filter, sort, or download the maintenance schedule data.

Empty State:

• If no schedules are available or after applying filters that return no data, display the message “No scheduled maintenance available”.

Search Functionality:

• The Search bar should return correct results based on the entered search criteria (e.g., Asset Name, Maintenance Type, Scheduled Date).

• The search results should only include maintenance tasks that match the search term.

Sort Functionality:

• The list should sort correctly by Scheduled Date, Asset Name, and Maintenance Type, in both ascending and descending order.

• Sorting should be responsive and accurately reflect the user's selection.

Filter Functionality:

• The user should be able to filter scheduled maintenance by Maintenance Type (Preventive, Prescriptive, Reactive) and Scheduled Date (date range or specific dates).

• The filtered list should only show the schedules that match the selected filters.

Download Functionality:

• The Download button should allow the user to download the list of maintenance schedules in either CSV or PDF format.

• The downloaded file should contain all the columns currently visible in the list (i.e., Schedule ID, Asset ID, Asset Name, Unit Name, Maintenance Type, Scheduled Date, and View).

Empty State:

• If no maintenance schedules are found based on the search or filter criteria, the message “No scheduled maintenance available” should appear.

Pagination:

• The list should support pagination if there are too many records to display on one page. It should show a maximum of 25 records per page by default.

Authorization:

• Only authorized users should have access to the Search, Sort, Filter, and Download functionalities in the Maintenance tab.