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View Units

 

Units
Add Unit

PROCESS NAME

Add Unit (AX01)

FEATURE / USER STORY NAME

Add Unit (AX01US01/Critical)

DESCRIPTION

Enable back-office users to add new units under a specific plant in the SMART360 platform. This functionality helps organize assets by associating them with respective plants and ensures efficient management.

ACTORS

Back-office user

USER STORY

As a back-office user,
I want to add new units to plants in the SMART360 platform,
So that I can organize and manage plant-specific units efficiently.

STORYTELLING

John, a back-office user at Samoa Water Authority, needs to update the system with new operational units under an existing plant. Using the "Add Unit" feature in SMART360, he logs in, navigates to the Asset > Plant > Unit section, and clicks the "Add" button. John fills out all necessary details in the Unit Profile, uploads relevant documents, and enters financial data. This ensures that the newly added unit is correctly linked to the plant and ready for further processing.

GOALS

  • Enable back-office users to add new units efficiently.

  • Ensure unit details are accurately recorded and associated with respective plants.

  • Streamline asset management through clear categorization of plants and units.

PROCESS FLOW

 

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to the Asset > Plant section.

  3. Clicks the eye icon for a specific plant to view details.

  4. Navigates to the "Unit" tab.

  5. Clicks on the "Add" button.

  6. Fills out the "Add Unit" form divided into three sections: Unit Profile, Documents, and Finance.

  7. Submits the form to add the unit.

 

BUSINESS RULES

  1. Unit Name is mandatory and must be unique.

  2. Plant ID must correspond to an existing plant.

  3. FORM SECTIONS AND FIELDS

    1. Unit Profile

      1. Unit Name: Text field (mandatory)

      2. Plant ID: Searchable dropdown field (mandatory)

        1. Fetched from added plants list

      3. Type:

        • Type: Text field

        • Validation: Mandatory.

        • Error Message: "Type is required."

      4. Operation Date:

        • Type: Select form Calander

        • Validation: Mandatory.

        • Only past or present dates are accepted

        • Error Message: "Commission date is required."

      5. Latitude:

        • Type: Decimal field

        • Validation: Mandatory, must be a valid latitude (-90 to 90).

        • Error Message: "Latitude is required and must be between -90 and 90."

      6. Longitude:

        • Type: Decimal field

        • Validation: Mandatory, must be a valid longitude (-180 to 180).

        • Error Message: "Longitude is required and must be between -180 and 180."

      7. Operation Status:

        • Type: Dropdown field

        • Values: Active, Under Maintenance, In-Active, Decommissioned

        • Validation: Mandatory, must select a value.

        • Error Message: "Operation Status is required."

      8. Contact Person:

        • Type: Text field

        • Validation: Mandatory.

        • Error Message: "Contact Person is required."

      9. Mail:

        • Type: Text field

        • Validation: Mandatory.

        • Error Message: "Mail is required."

      10. Images and Videos:

        • Type: Upload

        • Validation: Should accept JPEG, RAW, MP4, HEIC.

        • Error Message: "Please upload form the available formats “JPEG, RAW, MP4, HEIC”."

      11. Description:

        • Type: Text area

        • Validation: Optional, maximum 500 characters.

        • Error Message: "Description must not exceed 500 characters."

      12. Financial Details Stepper:

        • Installation Cost:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Installation Cost is required and must be a positive number."

        • Operating Cost:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Installation Cost is required and must be a positive number."

        • Depreciation Method:

          • Type: Dropdown field

          • Values: Stepper, Straight Line

          • Validation: Optional, must select a value.

          • Error Message: "Depreciation Method is required."

        • Depreciation Percentage:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Installation Cost is required and must be a positive number."

        • Current Book Value:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Current Book Value is required and must be a positive number."

        • Insurance Cost:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Insurance Cost must be a positive number."

        • Maintenance Budget:

          • Type: Numeric field

          • Validation: Optional, must be a positive number.

          • Error Message: "Installation Cost is required and must be a positive number."

      13. Documents Stepper:

        • Document Type:

          • Type: Searchable Dropdown field

          • Values: Fetched from Onboarding configuration.

          • Validation: Mandatory, must select a value.

          • Error Message: "Document Type is required."

        • Document Subtype

          • Type: Searchable Dropdown field

          • Values: fetched from Onboarding configuration

          • Error Message: "Document Sub-Type is required."

        • File Upload:

          • Type: File upload field

          • Validation: Mandatory, must upload a file (PDF, DOCX, or PNG).

          • Error Message: "File is required and must be a valid format (PDF, DOCX, PNG)."

SAMPLE DATA

Unit Profile:

  • Unit Name: "Generator Unit 01"

  • Plant ID: "PLANT123"

  • Operation Status: "Active"

  • Latitude: "13.4567"

  • Longitude: "100.1234"

  • Contact Person Email: "contact@samoawater.com"

  • Contact Person Name: "John Doe"

Documents:

  • Document Type: "Installation Certificate"

  • File: Upload (e.g., "certificate.pdf")

Finance:

  • Installation Cost: "10000"

  • Operating Cost: "500"

  • Depreciation Method: "Linear"

  • Depreciation Percentage: "10"

  • Current Book Value: "9000"

  • Maintenance Allocated Budget: "2000"

  • Insurance Cost: "500"

ACCEPTANCE CRITERIA

  1. Units should be successfully added to the selected plant.

  2. Added units must be visible in the Unit tab of the plant's details.

  3. Error messages should appear for invalid or missing inputs.

  4. Uploaded documents and media files should be accessible post-submission.

PRODUCT TOUR

TEST CASES

TEST DATA

List View Unit

PROCESS NAME
Asset Management (ASSET02)

FEATURE / USER STORY NAME
List View/View of Units (ASSET02US01/Critical)

DESCRIPTION
Enable back-office users to view all added units in a tabular format within the SMART360 platform, facilitating efficient access, management, and actions on existing units.
Additionally, users can click the "View" (eye) icon to review detailed information about a selected unit in a read-only format.

ACTORS
Back-office user

USER STORY

  1. As a back-office user,
    I want to view all added units in a list view,
    so that I can efficiently access, manage, and perform actions such as viewing, editing, or deleting units.

  2. As a back-office user,
    I want to view the details of a unit,
    so that I can verify its profile and functionalities without making edits.

STORYTELLING

Sarah, a back-office user at Samoa Water Authority, needs to inspect the details of a unit associated with a specific plant. Using the List View feature in SMART360, she quickly identifies the unit using filters and searches for the required unit ID. She clicks the "View" icon to access the unit's detailed profile in a read-only mode. This ensures that Sarah has all the necessary information about the unit, such as its operation status, contact details, and location, without risking any accidental changes.

GOALS

  1. Provide a clear, organized tabular list of all added units.

  2. Allow users to access detailed information about a specific unit in a read-only format.

  3. Facilitate efficient navigation and management of units through the platform.

 

PROCESS FLOW

 

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to the Asset Management section and selects Units.

  3. The system displays a tabular list view of all added units.

  4. User clicks on the View (eye) icon in the Action column for a specific unit.

  5. The system opens the detailed View Unit Profile screen.

  6. User reviews the unit details and clicks Back to return to the list view.

BUSINESS RULES

  1. Only authorized users can access the Unit list view and the details of a unit.

  2. The list view must display the following columns:

    • Unit ID

    • Unit Name

    • Location

    • Asset

    • RPN

    • Status

    • Action (View/Edit/Delete)

  3. Error messages:

    • "Action not allowed" for unauthorized operations.

    • "No unit available" for empty data.

  4. Pagination should be supported for navigating through large lists.

  5. RPN field shows NA until the Risk Analysis is completed for that specific unit.

  6. Number in the assets column is automatically updated when any asset is added by linking with that particular unit id.

  7. The View Unit Profile screen must display the following fields in a read-only format:

    • Unit Name

    • Plant ID

    • Operation Status

    • Latitude

    • Longitude

    • Contact Person Email

    • Contact Person Name

    • Operation Date

    • Images and Video

    • Description

  8. If the unit details fail to load, an error message "Unable to load unit details. Please try again later." should be displayed.

SAMPLE DATA

List View:


Unit ID

Unit Name

Location

Asset

RPN

Status

Action

U001

Unit A

Plant 01

20

12.5

Active

View/Edit/Delete

U002

Unit B

Plant 02

25

8.0

Inactive

View/Edit/Delete


View Mode:


Field

Details

Unit Name

Unit A

Plant ID

Plant 01

Operation Status

Active

Latitude

34.0522 N

Longitude

118.2437 W

Contact Person Email

sarah.jones@example.com

Contact Person Name

Sarah Jones

Functionalities

Monitoring, Maintenance

Operation Date

01 Jan 2023

Images and Video

Uploaded Media

Description

Unit description here.



ACCEPTANCE CRITERIA

  1. All units are displayed in a tabular list view with the specified columns.

  2. Clicking the "View" icon opens the View Unit Profile screen with accurate, read-only details.

  3. All fields listed in the Business Rules are visible and accurate in the detailed view.

  4. The Back button functions as expected, returning the user to the List View.

  5. Proper error handling occurs if the details fail to load.

PRODUCT TOUR

TEST CASES

TEST DATA

Search, Sort, Filter and Download Units

PROCESS NAME
Unit Management

FEATURE / USER STORY NAME
Sort and Download Unit (UM01US01/Critical)

 

DESCRIPTION

Sort Units: Enable back-office users to sort the units displayed in the List View table in ascending or descending order, improving organization and ease of locating specific units.

Download Unit List: Enable back-office users to download the entire unit list displayed in the List View table as an Excel file, facilitating offline access and further analysis.

 

ACTORS

Back-office user

 

USER STORY

As a back-office user
I want to sort the units in the List View table
so that I can efficiently organize and locate specific units based on required criteria.

 

As a back-office user
I want to download the unit list in Excel format
so that I can have offline access and perform further analysis as needed.

 

STORYTELLING
David, a back-office user at Green City Utilities, needs to analyze the operational status of different units within a specific plant. Using the Sort feature in SMART360, he sorts the units by "Operation Status" in ascending order to group similar statuses together. To share the data with his team for review, David downloads the sorted list as an Excel file. This streamlined process allows him to quickly organize, access, and share the information, ensuring efficient decision-making.

 

GOALS

  1. Facilitate efficient organization of units in the List View table by enabling sorting functionality for all columns.

  2. Provide an option to download the displayed unit list as an Excel file for offline access and further analysis.

 

PROCESS FLOW DIAGRAM

 

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to the Unit Management section and accesses the List View table.

  3. Clicks on the column headers (e.g., Unit ID, Unit Name, Location, Asset, RPN, Status) to sort data in ascending or descending order as needed.

  4. (Optional) Filters the list using search criteria.

  5. Clicks on the "Download" button to export the current table view as an Excel file.

  6. Confirms or selects the file location and downloads the file.

 

BUSINESS RULES

  1. Only authorized users can access the Search and Download unit list.

  2. Unit name and Unit ID should be the searchable fields.

  3. If no results are found display “no results are found”.

  4. Display appropriate results for the search term.

  5. Sorting should be enabled for the following columns in the List View table:

    • Unit ID

    • Unit Name

    • Location

    • Asset

    • RPN

    • Status

  6. Sorting order:

    • Ascending: Alphabetical (A-Z), Numerical (lowest to highest), or Date (earliest to latest).

    • Descending: Reverse alphabetical (Z-A), Numerical (highest to lowest), or Date (latest to earliest).

  7. Each column header should display a visual indicator (e.g., an arrow icon) to show the current sort order.

  8. Downloaded Excel or CSV file must reflect the current view of the List View table, including applied filters and sort order.

  9. The Excel or CSV file should include all columns visible in the List View table.

  10. Proper error handling for download failures (e.g., network issues) with an error message: "Unable to download the unit list. Please try again later."

  11. Downloaded file should be named as Plant Name_Units_Date

 

SAMPLE DATA List View Data:




Unit ID

Unit Name

Location

Asset

RPN

Status

U001

Cooling Unit A

Plant 1

Generator A

7.5

Active

U002

Heating Unit B

Plant 2

Boiler B

8.2

Inactive

U003

Cooling Unit C

Plant 3

Chiller C

6.9

Active



Sorted Data Example:

  • Sorting by "Status" in Ascending Order:

    Unit IDUnit NameLocationAssetRPNStatusU002Heating Unit BPlant 2Boiler B8.2InactiveU001Cooling Unit APlant 1Generator A7.5ActiveU003Cooling Unit CPlant 3Chiller C6.9Active

Downloaded Excel File:

  • Includes the same columns as the List View table and reflects any applied filters and sort order.

 

ACCEPTANCE CRITERIA

  1. The unit list in the List View table can be sorted in ascending or descending order for all specified columns.

  2. Visual indicators accurately reflect the current sorting order for the selected column.

  3. Clicking on a column header updates the table data according to the selected sort order.

  4. The "Download" button exports the current table view, including applied filters and sort order, to an Excel file.

  5. The downloaded Excel file includes all columns visible in the List View table.

  6. Proper error messages display for failed download attempts.