View Units

Back-office user logs into SMART360.

Navigates to the Asset > Plant section.

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

Navigates to the "Unit" tab.

Clicks on the "Add" button.

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

Submits the form to add the unit.

Unit Name is mandatory and must be unique.

Plant ID must correspond to an existing plant.

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)."

Units should be successfully added to the selected plant.

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

Error messages should appear for invalid or missing inputs.

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

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.

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.

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

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

Facilitate efficient navigation and management of units through the platform.

Back-office user logs into SMART360.

Navigates to the Asset Management section and selects Units.

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

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

The system opens the detailed View Unit Profile screen.

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

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

The list view must display the following columns:

• Unit ID

• Unit Name

• Location

• Asset

• RPN

• Status

• Action (View/Edit/Delete)

Error messages:

• "Action not allowed" for unauthorized operations.

• "No unit available" for empty data.

Pagination should be supported for navigating through large lists.

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

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

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

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

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

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

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

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

Proper error handling occurs if the details fail to load.

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

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

Back-office user logs into SMART360.

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

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.

(Optional) Filters the list using search criteria.

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

Confirms or selects the file location and downloads the file.

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

Unit name and Unit ID should be the searchable fields.

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

Display appropriate results for the search term.

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

• Unit ID

• Unit Name

• Location

• Asset

• RPN

• Status

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).

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

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

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

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

Downloaded file should be named as Plant Name_Units_Date

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

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

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

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

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

Proper error messages display for failed download attempts.

Logs into SMART360, Navigate to AX module

Asset Registry > Plant

Click view of selected plant, navigate to asset tab in view.

Navigate to the Add Asset section in the AX module.

Complete the Asset Profile stepper form by entering details like name, type, location, and functionalities.

Proceed to the Dimensions step, where values are automatically fetched based on the selected asset type.

Fill in the Manufacturer Details, including purchase date and contact information.

Upload relevant Documents for the asset.

Enter Financial Details, such as acquisition cost and depreciation method.

Submit the form to save the new asset in the system.

The Add Asset form must be accessible to authorized back-office users in the AX module.

The form must be divided into five distinct steppers: Asset Profile, Dimensions, Manufacturer Details, Documents, and Financial Details.

Each stepper must include a Cancel button to discard changes and a Proceed/Submit button to move to the next step or submit the form.

Dropdown values for specific fields (e.g., Asset Type, Functionalities) are fetched from AX module settings.

The form auto-saves partially filled data when navigating between steppers.

If any mandatory field is left blank in a stepper, the system must display:

• Error Message: "Please fill all required fields before proceeding."

• The user cannot proceed to the next step until all mandatory fields are filled.

Manufacturer Details Stepper:

• Error: If Purchase Date, Installation Date is in the future.

  • Message: "Date cannot be in the future."

Documents Stepper:

• Error: If file size exceeds 10MB.

  • Message: "File size cannot exceed 10MB."

• Error: If unsupported file format is uploaded.

  • Message: "Invalid file format. Supported formats are PDF, DOCX, and images."

Financial Details Stepper:

• Error: If Depreciation Percentage exceeds 100%.

  • Message: "Depreciation Percentage cannot exceed 100%."

Error: If the system fails to fetch values for dropdown fields (e.g., Asset Type, Functionalities).

• Message: "Unable to fetch values. Please try again later."

Error: If the form submission fails due to server or connectivity issues.

• Message: "Unable to add asset. Please try again later."

If mandatory fields are left blank, the system must display the message: "Please fill all required fields before proceeding."

Error: If the user tries to proceed without completing the current step.

• Message: "Please complete the current step before proceeding to the next."

The Add Asset form must have five distinct steppers with clearly labeled sections.

Navigation between steppers must be enabled via "Proceed" and "Cancel" buttons.

Dropdown fields (e.g., Asset Type, Functionalities) must display values fetched from the AX module settings.

Fields in the Dimensions stepper must auto-populate based on the selected asset type.

Clicking "Submit" must save all entered data and display a success message: "Asset added successfully."

The new asset must be immediately available in the Asset List View.

If mandatory fields are left blank, the system must display the message: "Please fill all required fields before proceeding."

If the form submission fails, an error message must be displayed: "Unable to add asset. Please try again later."

Logs into SMART360, Navigate to AX module

Asset Registry > Plant

Click view of selected plant, navigate to asset tab in view.

Access the Asset List View.

Display asset details in a table format with relevant fields.

Enable actions for managing assets (e.g., edit, delete, view details).

Dynamically update the Condition and RPN columns based on condition assessment and risk analysis completion.

Asset ID

• Type: Non-editable, alphanumeric.

• Validation: Display a unique identifier for each asset.

Asset Name

• Type: Editable, text.

• Validation: Display the registered name of the asset.

Location

• Type: Text.

• Validation: Display smallest recognizable area in which the lat, lon exists.

Condition

• Type: Numeric or "NA".

• Validation: Display a value post-condition assessment. Until then, show "NA".

Risk Priority Number (RPN)

• Type: Numeric or "NA".

• Validation: Display RPN after risk analysis completion. Until then, show "NA".

Status

• Type: Dropdown (e.g., Active, Maintenance, Inactive, Disposed).

• Validation: Display the current operational status from the asset profile.

Action

• Type: Icons (View, Edit, Delete).

• Validation:

  • View: Navigate to Asset Details View.

  • Edit: Open the asset form for authorized users.

  • Delete: Remove the asset (only for authorized users).

Condition and RPN Fields

• If the condition assessment or risk analysis is incomplete, display "NA".

Action Buttons

• If a user lacks permissions to edit/delete, disable those icons and show a tooltip: "Access Denied. Contact Administrator."

Data Loading

• If data fails to load, display an error message: "Unable to load asset details. Please refresh or try again later."

Pagination Errors

• If the user navigates to an invalid page, display: "Page not available. Returning to the first page."

Search for specific assets using various criteria such as Asset ID, Asset Name, or Location.

Sort the asset list by columns like Condition, RPN, or Status in ascending or descending order.

Filter assets based on predefined criteria such as Location, Condition range, Status, etc.

Download the filtered or full list of assets in a CSV format for offline analysis and reporting.

As a back-office user, I want to search for assets by specific attributes so that I can quickly locate the desired asset.

As a back-office user, I want to sort assets by any column in ascending or descending order so that I can prioritize assets for review.

As a back-office user, I want to filter assets by specific criteria so that I can view only the relevant subset of assets.

As a back-office user, I want to download the list of assets to a CSV file so that I can analyze and share the data offline.

Logs into SMART360, Navigate to AX module

Asset Registry > Plant

Click view of selected plant, navigate to asset tab in view.

Search Functionality

• Display a search bar above the asset table.

• Allow search by attributes such as Asset ID, Asset Name, or Location.

Sort Functionality

• Enable sorting for columns like Condition, RPN, and Status in ascending/descending order.

Filter Functionality

• Display a filter panel for attributes like Location, Condition range, and Status.

• Apply multiple filters simultaneously to narrow down results.

Download Functionality

• Add a "Download CSV" button to export the current list view (filtered or full) to a CSV file.

The search bar must support partial matching (e.g., searching "Pipe" returns "Pipe 1," "Pipeline," etc.).

Search results must dynamically update the list view.

Asset Name and Asset ID should be the criteria for searching.

If no results are found, display: "No assets match your search criteria."

Sorting must be enabled for the following columns: Asset ID, Asset Name, Condition, RPN, and Status.

Sort functionality must be toggleable between ascending and descending order.

Filters must support the following attributes:

• Location: Dropdown of all registered locations.

• Condition: Range slider to select a minimum and maximum value.

• Status: Dropdown with options like Active, Maintenance Required, Inactive, Disposed.

Filters must be applied cumulatively, and the filtered list must dynamically update.

If no results match the applied filters, display: "No assets match your filter criteria."

The "Download CSV" button must export the currently displayed asset list (filtered or full).

The downloaded file must include the following columns: Asset ID, Asset Name, Location, Condition, RPN, Status.

File name format: Unit Name_Assets_YYYYMMDD.csv.

Search

• If no results are found, display: "No assets match your search criteria."

Filter

• If no results match the applied filters, display: "No assets match your filter criteria."

Download

• If no assets are displayed in the list, disable the "Download CSV" button and show a tooltip: "No data available for download."

Data Loading

• If data fails to load, display: "Unable to load asset details. Please refresh or try again later."