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Service Order Dashboard Test Cases - WX03US03

Test Scenario Summary

Functional Test Scenarios

  • Core Dashboard Functionality: KPI cards display, real-time data updates, visual indicators
  • Business Rules Validation: Percentage calculations, status categorization, cost aggregation
  • User Journey Testing: Complete O&M Manager workflow from login to action execution
  • Integration Points: External system data synchronization, real-time updates
  • Data Flow Scenarios: Service order lifecycle tracking, cost calculations, SLA monitoring

Non-Functional Test Scenarios

  • Performance: Dashboard load times, real-time updates, concurrent user handling
  • Security: Role-based access, data protection, session management
  • Compatibility: Cross-browser testing, responsive design validation
  • Usability: Navigation flow, color coding effectiveness, search functionality
  • Reliability: System stability, error recovery, data consistency

Edge Case & Error Scenarios

  • Boundary Conditions: Zero orders, maximum order limits, extreme cost values
  • Invalid Inputs: Malformed search queries, invalid filter combinations
  • System Failures: Network timeouts, service unavailability, data corruption
  • Data Inconsistencies: Missing technician assignments, orphaned records




Test Case 1: KPI Summary Cards Display and Calculations

Test Case ID: WX03US03_TC_001
Title: Verify real-time KPI summary cards display with percentage change indicators for Total Orders, Overdue Orders, Avg Resolution Time, and Total Cost
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Dashboard, KPI, Real-time, API, MOD-ServiceOrder, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Executive-Visibility, Report-Revenue-Impact-Tracking, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-CxServices, Integration-API, Integration-Real-time, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: Medium
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: CxServices, API, Real-time
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Executive-Visibility, Revenue-Impact-Tracking, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service Order API, Real-time data service, Cost Management Service
Performance_Baseline: < 3 seconds load time
Data_Requirements: 1,247 total orders with historical data for percentage calculations

Prerequisites

Setup_Requirements: O&M Manager role access configured, Active service orders in SMART360 system
User_Roles_Permissions: O&M Manager role with Service Order Dashboard access permissions
Test_Data: Current month: 1,247 orders, Previous month: 1,153 orders; Current overdue: 45, Previous overdue: 51; Current avg time: 4.2 hrs, Previous: 4.8 hrs; Current cost: $284,750, Previous: $246,750
Prior_Test_Cases: User authentication and role assignment successful

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Login to SMART360 as O&M Manager

Dashboard homepage loads successfully with navigation menu visible

Username: ommanager@samoawater.com, Password: Test123!

Verify O&M Manager role permissions active

2

Navigate to Service Order Dashboard via Dashboard menu

Service Order Dashboard page loads with "Enterprise field service operations management & real-time analytics" subtitle

URL: /dashboard/service-orders

Confirm page title and breadcrumb: Home > Wx > Dashboard

3

Verify Total Service Orders KPI card display

Card shows "17" with stack icon and "+8.2%" green upward trend indicator

Current: 1,247 orders, Previous: 1,153 orders, Calculation: ((1247-1153)/1153)*100 = +8.2%

AC1 - Green color indicates positive performance trend

4

Verify Overdue Service Orders KPI card display

Card shows "5" with clock icon and "-12.5%" red downward trend indicator

Current: 45 overdue, Previous: 51 overdue, Calculation: ((45-51)/51)*100 = -12.5%

AC1 - Red background indicates critical attention needed

5

Verify Avg Resolution Time KPI card display

Card shows "0.38" with clock icon and "-12.3%" green downward trend indicator

Current: 4.2 hrs, Previous: 4.8 hrs, Calculation: ((4.2-4.8)/4.8)*100 = -12.3%

AC1 - Green indicates improvement (lower time is better)

6

Verify Total Cost KPI card display

Card shows "1800" with dollar icon and "+15.4%" orange/red upward trend indicator

Current: $284,750, Previous: $246,750, Calculation: ((284750-246750)/246750)*100 = +15.4%

AC1 - Warning color for significant cost increase

7

Verify real-time data refresh capability

All KPI cards update when new service order is created via API

Create test order SO_TEST_001, Total Orders count increments

AC1 - Real-time updates within 30 seconds

8

Validate KPI card visual consistency

All cards maintain consistent layout, font sizes, and icon positioning

Visual design standards

UI consistency across dashboard elements

Verification Points

Primary_Verification: All 4 KPI cards display correct values with accurate percentage calculations matching business rules
Secondary_Verifications: Color coding follows specification (Green-Good, Orange-Warning, Red-Critical), trend arrows display proper direction
Negative_Verification: No loading errors, missing data, or calculation errors in percentage displays

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: User authentication test
Blocked_Tests: All subsequent dashboard functionality tests
Parallel_Tests: None (foundational test)
Sequential_Tests: TC_002, TC_003 must run after this test

Additional Information

Notes: KPI cards are the primary indicators for O&M Manager decision-making
Edge_Cases: Zero orders scenario, negative percentage calculations, extreme cost values
Risk_Areas: Real-time calculation accuracy, percentage formula consistency
Security_Considerations: Role-based access to financial data, data masking for unauthorized users

Missing Scenarios Identified

Scenario_1: KPI card drill-down functionality testing
Type: Integration
Rationale: User story implies detailed views accessible from KPI cards
Priority: P2

Scenario_2: KPI card data export capability
Type: Functional
Rationale: O&M Manager likely needs to export metrics for reporting
Priority: P3




Test Case 2: Service Order Status Distribution Validation

Test Case ID: WX03US03_TC_002
Title: Verify service order distribution across four status categories with accurate counts and color-coded indicators
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Status-Distribution, Business-Rules, MOD-ServiceOrder, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Smoke-Test-Results, Report-Regression-Coverage, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-End-to-End, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: High

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Service Order API, Status Management Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Smoke-Test-Results, Regression-Coverage, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service Order API, Status tracking service
Performance_Baseline: < 2 seconds for status calculation
Data_Requirements: Mixed service orders with all four status types

Prerequisites

Setup_Requirements: Service orders with varied statuses in system
User_Roles_Permissions: O&M Manager role with dashboard access
Test_Data: Created: 77 orders, Overdue: 7 orders, Assigned: 0 orders, Completed: 9 orders (Total: 93 orders)
Prior_Test_Cases: WX03US03_TC_001 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Service Orders section on dashboard

"Service Orders" section displays with subtitle "Real-time tracking of service order lifecycle"

Section header visible

AC4 - Verify section loads properly

2

Locate time filter dropdown for Service Orders

"Last 30 days" dropdown visible and functional

Default filter: Last 30 days

AC2 - Verify filter availability

3

Verify Created status card display

Blue card shows "77" with "Created" label and blue background

Created orders: 77

AC4 - Blue color for created status

4

Verify Overdue status card display

Red card shows "7" with "Overdue" label and red background

Overdue orders: 7

AC4 - Red color indicates urgency

5

Verify Assigned status card display

Blue card shows "0" with "Assigned" label and blue background

Assigned orders: 0

AC4 - Blue color for assigned status

6

Verify Completed status card display

Green card shows "9" with "Completed" label and green background

Completed orders: 9

AC4 - Green color for completed status

7

Validate mathematical accuracy of total

Sum of all status cards equals total orders shown in KPI section

77+7+0+9 = 93 total orders

AC4 - Mathematical validation required

8

Test status card click functionality

Clicking on each status card shows detailed order list for that status

Click each status card

AC14 - Verify drill-down to detailed lists

9

Verify color consistency across dashboard

Status colors match those used in Recent Service Orders table

Color consistency check

AC10 - Consistent color coding

10

Test real-time status update

Create new order and verify status distribution updates

Create order SO_TEST_002, status: Created

Real-time functionality validation

Verification Points

Primary_Verification: Status distribution counts accurately reflect actual service order statuses in the system
Secondary_Verifications: Color coding follows specification (Blue-Created/Assigned, Red-Overdue, Green-Completed)
Negative_Verification: No negative counts, no status overlaps, no missing status categories

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_001 (KPI cards must load first)
Blocked_Tests: Status-specific drill-down tests
Parallel_Tests: Can run parallel with SLA performance tests
Sequential_Tests: Must run before detailed order list tests

Additional Information

Notes: Status distribution is critical for operational oversight and resource allocation
Edge_Cases: All orders in single status, status transition timing, bulk status updates
Risk_Areas: Status calculation accuracy, real-time synchronization between services
Security_Considerations: Status visibility based on user role permissions

Missing Scenarios Identified

Scenario_1: Status transition workflow testing (Created → Assigned → Completed)
Type: Integration
Rationale: User story implies workflow management for status changes
Priority: P2

Scenario_2: Bulk status update impact on distribution cards
Type: Performance
Rationale: Large status changes could affect dashboard performance
Priority: P3




Test Case 3: Top SOPs Used Section Validation

Test Case ID: WX03US03_TC_003
Title: Verify Top SOPs Used section displays correct standard operating procedures with accurate counts
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, SOP-Tracking, Operational-Efficiency, MOD-ServiceOrder, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Customer-Segment-Analysis, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-SOP-Management, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Low
Expected_Execution_Time: 3 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: SOP Management Service, Service Order API
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, Customer-Segment-Analysis, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SOP Management Service, Service Order database
Performance_Baseline: < 1 second for SOP data retrieval
Data_Requirements: Service orders with associated SOPs

Prerequisites

Setup_Requirements: SOPs configured in system with usage tracking enabled
User_Roles_Permissions: O&M Manager role with SOP visibility permissions
Test_Data: RECONNECT: 12 uses, S/O services check: 11 uses, Meter Maintenance/Faulty/Blur/Leakage: 11 uses
Prior_Test_Cases: WX03US03_TC_001, WX03US03_TC_002 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Locate Top SOPs Used section below Service Orders status cards

"Top SOPs Used" section header visible with SOP listings

Section appears in correct position

Verify section positioning and visibility

2

Verify RECONNECT SOP display

Shows "RECONNECT" with count "12" and trending arrow icon

RECONNECT: 12 uses

Most frequently used SOP validation

3

Verify S/O services check SOP display

Shows "S/O services check" with count "11" and trending arrow icon

S/O services check: 11 uses

Second most used SOP validation

4

Verify Meter Maintenance SOP display

Shows "Meter Maintenance / Faulty / Blur / Leakage" with count "11" and trending arrow icon

Meter Maintenance: 11 uses

Third most used SOP validation

5

Validate SOP count accuracy

SOP counts match actual usage in service orders database

Query database for SOP usage counts

Data accuracy verification

6

Test SOP name click functionality

Clicking SOP name navigates to detailed SOP view or usage report

Click each SOP name

Drill-down functionality test

7

Verify trending arrow indicators

Trending arrows show increase/decrease compared to previous period

Compare with historical SOP usage

Trend analysis validation

8

Test filter impact on SOP data

Changing time filter affects SOP usage counts appropriately

Apply 60-day and 90-day filters

Filter functionality verification

9

Validate SOP ranking order

SOPs displayed in descending order of usage count

Verify count-based ordering

Ranking algorithm validation

10

Test SOP data refresh

New SOP usage updates the counts in real-time

Create order with RECONNECT SOP

Real-time update verification

Verification Points

Primary_Verification: Top SOPs Used section displays accurate usage counts for standard operating procedures
Secondary_Verifications: SOP ranking order correct, trending indicators functional
Negative_Verification: No missing SOPs, no incorrect counts, no broken navigation links

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_002 (Service orders section must load)
Blocked_Tests: SOP management workflow tests
Parallel_Tests: Can run parallel with priority distribution tests
Sequential_Tests: Should run before SOP creation quick action tests

Additional Information

Notes: SOP usage tracking helps identify most effective operational procedures
Edge_Cases: Zero SOP usage, tied usage counts, very long SOP names
Risk_Areas: SOP counting accuracy, trending calculation logic
Security_Considerations: SOP visibility based on user permissions and operational scope

Missing Scenarios Identified

Scenario_1: SOP creation from dashboard quick action testing
Type: Integration
Rationale: Quick Actions section includes "Create SOP" button
Priority: P2

Scenario_2: SOP usage trend analysis over extended periods
Type: Analytics
Rationale: O&M Managers need to understand SOP effectiveness trends
Priority: P3




Test Case 4: Priority Distribution Validation

Test Case ID: WX03US03_TC_004
Title: Verify Priority Distribution section displays accurate percentages for Critical, High, Medium, and Low priority service orders
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Priority-Management, Business-Rules, MOD-ServiceOrder, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Priority-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Priority Management Service, Service Order API
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, Customer-Segment-Analysis, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Priority Management Service, Service Order database
Performance_Baseline: < 1 second for priority calculation
Data_Requirements: Service orders with varied priority assignments

Prerequisites

Setup_Requirements: Service orders with priority assignments configured
User_Roles_Permissions: O&M Manager role with priority visibility permissions
Test_Data: Critical: 0%, High: 0%, Medium: 2%, Low: 0% (based on current service orders)
Prior_Test_Cases: WX03US03_TC_001, WX03US03_TC_002 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Locate Priority Distribution section below Top SOPs Used

"Priority Distribution" section header visible with priority breakdown

Section positioned correctly

Verify section placement and visibility

2

Verify Critical priority display

Shows "Critical" with "0%" and no visual progress bar

Critical: 0% of total orders

No critical priority orders currently

3

Verify High priority display

Shows "High" with "0%" and no visual progress bar

High: 0% of total orders

No high priority orders currently

4

Verify Medium priority display

Shows "Medium" with "2%" and small blue progress bar

Medium: 2% of total orders

Only medium priority orders present

5

Verify Low priority display

Shows "Low" with "0%" and no visual progress bar

Low: 0% of total orders

No low priority orders currently

6

Validate percentage calculation accuracy

Priority percentages sum to 100% or account for unassigned priorities

Total assigned priorities = 2%

Mathematical validation of percentages

7

Test priority color coding

Medium priority shows blue indicator, others show gray for 0%

Color coding for different priorities

Visual distinction for priority levels

8

Verify visual progress bars

Progress bar length proportional to percentage value

Medium shows small progress bar

Visual representation accuracy

9

Test priority drill-down functionality

Clicking priority level shows orders with that priority

Click Medium priority entry

Drill-down to priority-specific order list

10

Validate real-time priority updates

Creating order with high priority updates distribution

Create order SO_TEST_003, Priority: High

Real-time priority calculation update

Verification Points

Primary_Verification: Priority Distribution accurately reflects actual priority assignments across service orders
Secondary_Verifications: Progress bars visually represent percentages, color coding appropriate
Negative_Verification: No negative percentages, no missing priority categories, calculations sum correctly

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_002 (Service orders must load first)
Blocked_Tests: Priority-based workflow tests
Parallel_Tests: Can run parallel with SLA performance tests
Sequential_Tests: Should run before service order table priority validation

Additional Information

Notes: Priority distribution helps O&M Manager understand workload urgency levels
Edge_Cases: All orders same priority, priority changes affecting distribution
Risk_Areas: Priority calculation accuracy, real-time distribution updates
Security_Considerations: Priority visibility may be role-restricted for sensitive operations

Missing Scenarios Identified

Scenario_1: Priority escalation workflow testing
Type: Business Process
Rationale: Orders may auto-escalate priority based on time or conditions
Priority: P2

Scenario_2: Bulk priority assignment impact on distribution
Type: Performance
Rationale: Large priority changes could affect calculation performance
Priority: P3




Test Case 5: Filter Functionality for Service Orders and Source Cards

Test Case ID: WX03US03_TC_005
Title: Verify 30, 60, 90 days filters function correctly for Service Orders card and Service Orders by Source card only
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: Integration
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Filters, Time-Range, Data-Filtering, MOD-ServiceOrder, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-User-Acceptance, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Data Filtering Service, Service Order API
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, User-Acceptance, Engineering
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Data Filtering Service, Service Order database with historical data
Performance_Baseline: < 2 seconds for filter application
Data_Requirements: Service orders spanning 90+ days with creation dates

Prerequisites

Setup_Requirements: Historical service order data spanning at least 90 days for comprehensive filter testing
User_Roles_Permissions: O&M Manager role with dashboard filtering permissions
Test_Data: Service orders created across different time periods: 30-day range, 60-day range, 90-day range
Prior_Test_Cases: WX03US03_TC_001, WX03US03_TC_002 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Service Orders section and locate filter dropdown

"Last 30 days" dropdown visible next to section title

Default filter: Last 30 days

AC2 - Verify filter presence on Service Orders card

2

Click Service Orders filter dropdown

Dropdown shows three options: "30 days", "60 days", "90 days"

Filter options available

AC2 - Confirm all three time range options

3

Verify default 30-day filter state

Service Orders status cards show data for last 30 days only

Current 30-day data displayed

AC2 - Default filter application

4

Select "60 days" from Service Orders filter

Status cards update to show 60-day data, counts may change

Orders from last 60 days

AC2 - Filter functionality for Service Orders

5

Select "90 days" from Service Orders filter

Status cards update to show 90-day data, counts increase

Orders from last 90 days

AC2 - Extended range validation

6

Navigate to Service Orders by Source section

Locate filter dropdown in "Service Orders by Source" section

Filter dropdown visible

AC2 - Verify filter on Source card

7

Verify Source card filter options

Dropdown shows same options: "30 days", "60 days", "90 days"

Same filter options

AC2 - Consistency between cards

8

Apply 60-day filter to Source card

Source distribution data updates, percentages may change

Source data last 60 days

AC2 - Source card filter functionality

9

Apply 90-day filter to Source card

Source percentages update for 90-day range

Source data last 90 days

AC2 - Extended source analysis

10

Verify other dashboard sections unaffected

SLA Performance, Cost, and other sections remain unchanged

Other sections static

AC2 - Filters only affect specified cards

11

Test filter independence

Service Orders and Source cards can have different filter selections

Independent filter states

Verify cards filter independently

12

Reset filters to default

Both cards return to "Last 30 days" default state

Reset to 30-day default

Filter reset functionality

Verification Points

Primary_Verification: Filters correctly restrict data to selected time period for Service Orders and Source cards only
Secondary_Verifications: Filter options consistent between cards, other dashboard sections unaffected
Negative_Verification: No data corruption, no filter application to unauthorized sections

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_002 (Service Orders section must load)
Blocked_Tests: Time-based analysis tests
Parallel_Tests: Can run parallel with other dashboard section tests
Sequential_Tests: Should run before detailed time-range analytics

Additional Information

Notes: Time-based filtering critical for trend analysis and operational planning
Edge_Cases: Filter boundaries (exactly 30/60/90 days), timezone considerations
Risk_Areas: Data accuracy across time ranges, filter performance with large datasets
Security_Considerations: Time-based data access may be role-restricted

Missing Scenarios Identified

Scenario_1: Custom date range filtering capability
Type: Enhancement
Rationale: O&M Managers may need specific date ranges beyond preset options
Priority: P3

Scenario_2: Filter state persistence across user sessions
Type: Usability
Rationale: Users expect filter preferences to be remembered
Priority: P4




Test Case 6: SLA Performance Metrics Display and Calculations

Test Case ID: WX03US03_TC_006
Title: Verify SLA performance metrics display with accurate compliance calculations and visual trend indicators
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, SLA-Performance, Compliance, Business-Critical, MOD-ServiceOrder, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Executive-Visibility, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-SLA-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: SLA Monitoring Service, Service Order API, Compliance Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Quality-Dashboard, Module-Coverage, Executive-Visibility, Customer-Segment-Analysis, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SLA Monitoring Service, Compliance tracking database
Performance_Baseline: < 2 seconds for SLA calculations
Data_Requirements: Service orders with SLA targets and completion data

Prerequisites

Setup_Requirements: SLA targets configured for service order types, historical completion data available
User_Roles_Permissions: O&M Manager role with SLA monitoring permissions
Test_Data: Within SLA: 289 orders, Breached SLA: 2 orders, Compliance: 99.3%
Prior_Test_Cases: WX03US03_TC_001 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to SLA Performance section on dashboard

"SLA Performance" section displays with subtitle "Monitor service level agreement compliance"

Section header visible

AC5 - Verify SLA section loads

2

Verify "Within SLA" metric display

Green card shows "289" with "Within SLA" label and "99.3%" compliance rate

Within SLA: 289 orders

AC5 - Compliant orders tracking

3

Verify "Breached SLA" metric display

Red card shows "2" with "Breached SLA" label and "0.7%" breach rate

Breached SLA: 2 orders

AC5 - Non-compliant orders tracking

4

Validate SLA compliance percentage calculation

Compliance rate shows 99.3% calculated as (289/(289+2))*100

Calculation: (289/291)*100 = 99.3%

AC5 - Accurate percentage calculation

5

Verify monthly SLA trend chart display

Bar chart shows Apr-Aug monthly SLA performance with green bars

Monthly SLA data for 5 months

AC5 - Visual trend indicators

6

Check trend chart data accuracy

April shows highest compliance, trend varies by month

Historical SLA compliance data

AC5 - Trend visualization accuracy

7

Test SLA drill-down functionality

Clicking "Within SLA" shows list of compliant orders

Click Within SLA metric

AC14 - Detailed order lists access

8

Test breach analysis capability

Clicking "Breached SLA" shows list of non-compliant orders with breach details

Click Breached SLA metric

Critical breach analysis

9

Verify real-time SLA updates

Completing overdue order updates SLA metrics immediately

Complete order SO19 (overdue)

Real-time SLA calculation

10

Validate SLA color coding consistency

Green for compliance, red for breaches, visual clarity maintained

Color coding verification

AC3 - Consistent color indicators

Verification Points

Primary_Verification: SLA performance metrics accurately reflect order compliance against defined service level targets
Secondary_Verifications: Trend chart displays historical progression, drill-down functionality works
Negative_Verification: No miscalculated percentages, no missing SLA data, no trend chart errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_001 (Dashboard must load first)
Blocked_Tests: SLA reporting and alerting tests
Parallel_Tests: Can run parallel with cost analysis tests
Sequential_Tests: Should run before SLA compliance detailed analysis

Additional Information

Notes: SLA compliance is critical for customer satisfaction and contractual obligations
Edge_Cases: 100% compliance, 0% compliance, SLA target changes
Risk_Areas: SLA calculation accuracy, real-time compliance tracking
Security_Considerations: SLA data may be contractually sensitive and require audit trails

Missing Scenarios Identified

Scenario_1: SLA breach alert and notification testing
Type: Integration
Rationale: Breaches likely trigger notifications to stakeholders
Priority: P1

Scenario_2: SLA target configuration and impact testing
Type: Configuration
Rationale: SLA targets may be configurable per service type
Priority: P2




Test Case 7: Service Orders by Source Analysis and Visualization

Test Case ID: WX03US03_TC_007
Title: Verify Service Orders by Source horizontal bar chart displays accurate source distribution with counts and percentages
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Source-Analysis, Data-Visualization, Charts, MOD-ServiceOrder, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-Customer-Segment-Analysis, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Source-Tracking, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: Low
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Source Tracking Service, Service Order API, Chart Rendering Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, Customer-Segment-Analysis, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Chart Rendering Service, Source tracking database
Performance_Baseline: < 2 seconds for chart rendering
Data_Requirements: Service orders from multiple sources (Consumer, Meter, Other)

Prerequisites

Setup_Requirements: Service orders created from different source channels configured in system
User_Roles_Permissions: O&M Manager role with source analysis permissions
Test_Data: Total: 93 orders, Consumer: 8.4%, Meter: 0%, From 2 sources: 97.9%
Prior_Test_Cases: WX03US03_TC_001, WX03US03_TC_005 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Service Orders by Source section

"Service Orders by Source" section displays with subtitle "Analyze service requests by origin channels"

Section header visible

AC6 - Verify source analysis section

2

Verify filter dropdown presence

"Last 30 days" filter dropdown visible for source data

Filter available

AC2 - Source card has filter capability

3

Check total orders count display

Shows "93 Total Orders" prominently

Total: 93 orders

AC6 - Total count accuracy

4

Verify "From 2 Sources" percentage

Displays "97.9%" with "From 2 Sources" label

From 2 sources: 97.9%

AC6 - Source concentration metric

5

Check Consumer source in horizontal bar chart

Consumer shows 8.4% with proportional horizontal bar

Consumer: 8.4%

AC6 - Consumer source visualization

6

Verify Meter source in horizontal bar chart

Meter shows 0% with no visible bar

Meter: 0%

AC6 - Zero percentage handling

7

Validate Success Rate Distribution section

Shows Consumer: 8.4%, Meter: 0% with proper labels

Source distribution breakdown

Additional source detail validation

8

Test horizontal bar proportionality

Bar lengths accurately represent percentage values

Visual proportions

AC6 - Visual representation accuracy

9

Verify color coding consistency

Bars use consistent color scheme across sources

Color consistency

Visual design validation

10

Test source drill-down functionality

Clicking source bar or label shows orders from that source

Click Consumer bar

AC14 - Detailed source analysis

11

Apply different time filters

Source percentages update when filter changed to 60/90 days

Apply 60-day filter

AC2 - Filter impact on source data

12

Validate mathematical accuracy

Source percentages sum correctly with total orders

Percentage validation

Mathematical consistency check

Verification Points

Primary_Verification: Source distribution accurately reflects order origins with correct percentages and visual representation
Secondary_Verifications: Horizontal bars proportional to percentages, filter functionality works
Negative_Verification: No negative percentages, no missing sources, no broken chart rendering

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_005 (Filter functionality must work)
Blocked_Tests: Source-specific workflow tests
Parallel_Tests: Can run parallel with other visualization tests
Sequential_Tests: Should run before source optimization analysis

Additional Information

Notes: Source analysis helps identify primary channels for service requests and optimization opportunities
Edge_Cases: Single source dominance, equal source distribution, new source addition
Risk_Areas: Chart rendering performance, percentage calculation accuracy
Security_Considerations: Source data may reveal operational patterns requiring access control

Missing Scenarios Identified

Scenario_1: Source-specific SLA performance comparison
Type: Analytics
Rationale: Different sources may have different SLA performance characteristics
Priority: P2

Scenario_2: Source channel configuration and management
Type: Configuration
Rationale: New sources may need to be added or configured
Priority: P3




Test Case 8: Monthly Service Order Cost Trends Analysis

Test Case ID: WX03US03_TC_008
Title: Verify monthly service order cost trends with expected vs actual comparison and percentage variance calculation
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Cost-Analysis, Financial-Tracking, Variance-Analysis, MOD-ServiceOrder, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Executive-Visibility, Report-Revenue-Impact-Tracking, Report-Customer-Segment-Analysis, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Financial-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: No

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: Financial Service, Cost Management API, Chart Rendering Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Executive-Visibility, Revenue-Impact-Tracking, Customer-Segment-Analysis
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Financial Service, Cost Management database, Chart rendering library
Performance_Baseline: < 3 seconds for cost data retrieval and chart rendering
Data_Requirements: Historical cost data for expected vs actual comparison

Prerequisites

Setup_Requirements: Monthly cost budgets configured, historical actual cost data available
User_Roles_Permissions: O&M Manager role with financial data access permissions
Test_Data: Expected (Aug): $3078, Actual (Aug): $1800, Variance: -41.5%
Prior_Test_Cases: WX03US03_TC_001 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Monthly Service Order Cost section

"Monthly Service Order Cost" section displays with subtitle "Track expected vs actual service costs"

Section header visible

AC7 - Cost tracking section verification

2

Verify Expected cost display for current month

Shows "Expected (Aug)" with value "3078" in blue color

Expected (Aug): $3078

AC7 - Expected cost display

3

Verify Actual cost display for current month

Shows "Actual (Aug)" with value "1800" in green color

Actual (Aug): $1800

AC7 - Actual cost display

4

Check variance percentage calculation

Shows "-41.5%" indicating actual is below expected

Variance: ((1800-3078)/3078)*100 = -41.5%

AC7 - Percentage variance calculation

5

Verify trend line chart display

Dual line chart shows Expected (blue) and Actual (green) lines from Apr-Aug

5-month trend data

AC7 - Cost trend visualization

6

Check expected cost trend line

Blue dashed line shows expected costs increasing from Apr to Aug

Expected costs trend upward

Budget planning trend

7

Verify actual cost trend line

Green solid line shows actual costs varying from Apr to Aug

Actual costs fluctuate

Real expenditure tracking

8

Validate chart data points accuracy

Each month's data points match expected values on hover/click

Apr-Aug monthly data

Chart data accuracy

9

Test cost variance color coding

Negative variance shows green (under budget), positive would show red

-41.5% shows green

AC3 - Appropriate color indicators

10

Verify currency formatting consistency

All cost values display with proper currency formatting

$X,XXX format

Financial data presentation

11

Test trend analysis drill-down

Clicking chart points or legend provides detailed cost breakdown

Click Aug data point

AC14 - Detailed cost analysis

12

Validate real-time cost updates

New cost entries update the current month actual values

Add cost to existing order

Real-time financial tracking

Verification Points

Primary_Verification: Cost trends accurately reflect expected vs actual spending with correct variance calculations
Secondary_Verifications: Chart displays proper trend lines, currency formatting consistent
Negative_Verification: No calculation errors, no missing data points, no chart rendering issues

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_001 (Dashboard must load first)
Blocked_Tests: Financial reporting and budget analysis tests
Parallel_Tests: Can run parallel with SLA performance tests
Sequential_Tests: Should run before detailed cost breakdown analysis

Additional Information

Notes: Cost trend analysis critical for budget management and operational efficiency
Edge_Cases: Zero costs, extremely high variances, missing budget data
Risk_Areas: Cost calculation accuracy, real-time financial data synchronization
Security_Considerations: Financial data requires high security and audit trail maintenance

Missing Scenarios Identified

Scenario_1: Cost breakdown by service type or priority analysis
Type: Analytics
Rationale: O&M Manager needs to understand cost drivers
Priority: P2

Scenario_2: Budget alert and notification system testing
Type: Integration
Rationale: Significant variances likely trigger management alerts
Priority: P2




Test Case 9: Recent Service Orders Table Functionality and Data Display

Test Case ID: WX03US03_TC_009
Title: Verify Recent Service Orders table displays accurate order information with proper formatting and search functionality
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Table-Display, Real-time, Search-Functionality, MOD-ServiceOrder, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Engineering, Report-User-Acceptance, Report-Regression-Coverage, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Service-Order-API, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 30%
Integration_Points: Service Order API, Search Service, Technician Management Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Engineering, User-Acceptance, Regression-Coverage
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Service Order database, Search indexing service, Technician database
Performance_Baseline: < 2 seconds for table loading, < 500ms for search results
Data_Requirements: Recent service orders with complete field data

Prerequisites

Setup_Requirements: Recent service orders in system with technician assignments and complete metadata
User_Roles_Permissions: O&M Manager role with service order visibility permissions
Test_Data: SO19: Water meter installation - 12, SO18: Water meter installation - 12, SO17: Main Pipe Burst Repair, SO16: READING SO, SO15: OPERATIONS METER CHANGE
Prior_Test_Cases: WX03US03_TC_001 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Recent Service Orders section

"Recent Service Orders" section displays with subtitle "Latest service requests and their current status"

Section header visible

AC8 - Table section verification

2

Verify search bar presence and functionality

Search input field visible with placeholder "Search service orders, field technicians, or SOPs..."

Search bar available

AC16 - Search functionality presence

3

Check table column headers

Table shows columns: Service Order ID, Service Order Name, Status, Priority, Technician, Time

6 required columns

AC8 - All required columns present

4

Verify first service order data (SO19)

Shows "SO19", "Water meter installation - 12", "Overdue" (red), "Undefined" (blue), "aastha", "2 days, 16 hours"

SO19 complete data

AC8 - First order data accuracy

5

Verify second service order data (SO18)

Shows "SO18", "Water meter installation - 12", "Overdue" (red), "Undefined" (blue), "aastha", "3 days, 1 hour"

SO18 complete data

AC8 - Second order data accuracy

6

Check status color coding consistency

Overdue orders show red background, Created orders show blue background

Color coding per AC10

AC10 - Status color validation

7

Verify priority display handling

"Undefined" priority displays in blue color consistently

Priority: Undefined

Priority handling verification

8

Check technician assignment display

Assigned orders show technician name, unassigned show "N/A"

Technician: aastha vs N/A

Technician assignment tracking

9

Verify time format consistency

Time displays as "X days, X hours" format consistently

Time format validation

Time display standardization

10

Test search by Service Order ID

Enter "SO19" in search, table filters to show matching order

Search: "SO19"

AC16 - ID-based search

11

Test search by Service Order Name

Enter "Water meter" in search, shows all matching orders

Search: "Water meter"

AC16 - Name-based search

12

Test search by Status

Enter "Overdue" in search, shows only overdue orders

Search: "Overdue"

AC16 - Status-based search

13

Test search by Priority

Enter "Undefined" in search, shows orders with undefined priority

Search: "Undefined"

AC16 - Priority-based search

14

Test search by Technician

Enter "aastha" in search, shows orders assigned to that technician

Search: "aastha"

AC16 - Technician-based search

15

Verify pagination functionality

Check "Showing 1-5 of 678 results" and pagination controls

Pagination: 1-5 of 678

Table pagination handling

16

Test table refresh with new orders

Create new order, verify it appears in recent orders table

Create SO_TEST_004

Real-time table updates

Verification Points

Primary_Verification: Recent Service Orders table displays all required columns with accurate data and functional search capability
Secondary_Verifications: Status color coding consistent, pagination works properly, time formatting standardized
Negative_Verification: No missing data fields, no broken search functionality, no pagination errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_001 (Dashboard must load first)
Blocked_Tests: Order detail drill-down tests
Parallel_Tests: Can run parallel with quick actions testing
Sequential_Tests: Should run before individual order management tests

Additional Information

Notes: Recent orders table is primary interface for O&M Manager operational oversight
Edge_Cases: No recent orders, extremely long order names, special characters in search
Risk_Areas: Search performance with large datasets, real-time data synchronization
Security_Considerations: Order visibility may be role-restricted based on technician assignments

Missing Scenarios Identified

Scenario_1: Advanced search filters (date range, multiple criteria)
Type: Enhancement
Rationale: Complex operational scenarios may require advanced filtering
Priority: P3

Scenario_2: Table column sorting and customization
Type: Usability
Rationale: Users may want to sort by different columns or customize view
Priority: P3




Test Case 10: Quick Action Buttons Navigation and Functionality

Test Case ID: WX03US03_TC_010
Title: Verify Quick Action buttons redirect to correct target pages and maintain navigation flow
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Navigation, Quick-Actions, Integration, MOD-ServiceOrder, P2-High, Phase-Acceptance, Type-Integration, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-User-Acceptance, Report-Engineering, Customer-Enterprise, Risk-Low, Business-High, Revenue-Impact-Low, Integration-SMART360-Modules, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 5 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Dispatcher Module, Field Force Module, Master Module, Quick Actions Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Product
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, User-Acceptance, Engineering
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Dispatcher module, Field Force module, Master module, SMART360 navigation system
Performance_Baseline: < 2 seconds for page transitions
Data_Requirements: Access to all target modules and pages

Prerequisites

Setup_Requirements: All SMART360 modules accessible, proper navigation routing configured
User_Roles_Permissions: O&M Manager role with access to all target modules
Test_Data: Access credentials for dispatcher, field force, and master modules
Prior_Test_Cases: WX03US03_TC_001 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Quick Actions section at bottom of dashboard

"Quick Actions" section displays with subtitle "Streamline common tasks with one-click actions"

Section visible

AC9 - Quick Actions section verification

2

Verify all four action buttons present

Shows "Create SOP", "View Field Technicians", "Create Service Order", "Bulk Assign" buttons

4 buttons visible

AC9 - All required buttons present

3

Check button styling and layout

Buttons have consistent styling with icons and descriptive text

Visual consistency

UI design validation

4

Click "Create Service Order" button

Redirects to dispatcher module create service order page

Navigate to dispatcher/create-so

AC15 - Create SO navigation

5

Verify Create Service Order page loads

Dispatcher create service order form displays properly

Form loads correctly

Target page functionality

6

Return to Service Order Dashboard

Navigate back to dashboard using browser back or menu

Return to dashboard

Navigation flow test

7

Click "Create SOP" button

Redirects to master module SOP creation page

Navigate to master/sop/create

AC15 - Create SOP navigation

8

Verify Create SOP page loads

Master module SOP creation form displays properly

SOP form loads correctly

Target page functionality

9

Return to Service Order Dashboard

Navigate back to dashboard

Return to dashboard

Navigation flow test

10

Click "View Field Technicians" button

Redirects to field force technician management page

Navigate to field-force/technicians

AC15 - View Technicians navigation

11

Verify Field Technicians page loads

Field force technician list/management interface displays

Technician page loads

Target page functionality

12

Return to Service Order Dashboard

Navigate back to dashboard

Return to dashboard

Navigation flow test

13

Click "Bulk Assign" button

Redirects to dispatcher pending service orders tab

Navigate to dispatcher/pending-so

AC15 - Bulk Assign navigation

14

Verify Bulk Assign page loads

Dispatcher pending SO tab displays with bulk assignment capabilities

Bulk assign interface loads

Target page functionality

15

Test breadcrumb navigation

Use breadcrumbs to return to dashboard

Breadcrumb navigation

Alternative navigation method

16

Verify all navigation returns successfully

Dashboard loads properly after all navigation tests

Dashboard state preserved

Navigation reliability

Verification Points

Primary_Verification: All quick action buttons navigate to correct target pages as specified in acceptance criteria
Secondary_Verifications: Page transitions smooth, target pages load properly, navigation flow maintained
Negative_Verification: No broken links, no navigation errors, no missing target pages

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_001 (Dashboard must load first)
Blocked_Tests: Individual module functionality tests
Parallel_Tests: Can run parallel with other UI navigation tests
Sequential_Tests: Should run before cross-module integration tests

Additional Information

Notes: Quick actions provide streamlined access to common operational tasks
Edge_Cases: Module unavailability, permission restrictions, concurrent user scenarios
Risk_Areas: Cross-module integration stability, navigation consistency
Security_Considerations: Action availability based on user role permissions

Missing Scenarios Identified

Scenario_1: Quick action button state management (enabled/disabled based on conditions)
Type: Business Logic
Rationale: Some actions may be conditional based on system state
Priority: P3

Scenario_2: Quick action analytics and usage tracking
Type: Analytics
Rationale: Understanding which quick actions are most valuable to users
Priority: P4




Test Case 11: Pagination Functionality for Service Orders Table

Test Case ID: WX03US03_TC_011
Title: Verify pagination controls and navigation for service orders table with accurate record counting
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P2-High
Execution Phase: Regression
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Pagination, Table-Navigation, Data-Management, MOD-ServiceOrder, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Regression-Coverage, Report-User-Acceptance, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Data-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Low
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: Data Pagination Service, Service Order Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Regression-Coverage, User-Acceptance, Engineering
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Data pagination service, Large dataset of service orders
Performance_Baseline: < 1 second for page navigation
Data_Requirements: 678 total service orders for pagination testing

Prerequisites

Setup_Requirements: Large dataset of service orders (678+) for comprehensive pagination testing
User_Roles_Permissions: O&M Manager role with full service order access
Test_Data: 678 total service orders, displaying 5 per page initially
Prior_Test_Cases: WX03US03_TC_009 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Recent Service Orders table

Table displays with pagination controls at bottom

Table with pagination

Verify pagination presence

2

Verify initial pagination state

Shows "Showing 1-5 of 678 results" with page numbers

1-5 of 678 results

AC14 - Initial pagination display

3

Check pagination control elements

Previous button (disabled), page numbers (1, 2, ..., 136), Next button (enabled)

Pagination controls visible

Full pagination interface

4

Verify first page content

Table shows first 5 service orders (SO19, SO18, SO17, SO16, SO15)

First page data

Initial page content validation

5

Click "Next" button

Navigate to page 2, shows orders 6-10 of 678

Page 2: orders 6-10

Next page navigation

6

Verify page 2 content update

Table content changes to show next 5 orders, pagination shows "Showing 6-10 of 678 results"

6-10 of 678 results

Page content refresh

7

Click page number "136" (last page)

Navigate to last page, shows remaining orders

Last page navigation

Jump to last page

8

Verify last page content

Shows final orders (674-678 of 678), Next button disabled, Previous enabled

Final page content

Last page validation

9

Click "Previous" button

Navigate back to page 135

Previous page navigation

Backward navigation

10

Test direct page number navigation

Click page number "1" to return to first page

Jump to page 1

Direct page access

11

Verify pagination with search filter

Search for "Water meter", pagination updates to show filtered results count

Search impacts pagination

Filter interaction with pagination

12

Test pagination performance

Navigate through multiple pages, ensure consistent load times

Performance consistency

Page load performance

Verification Points

Primary_Verification: Pagination controls function correctly with accurate record counting and navigation
Secondary_Verifications: Page content updates properly, pagination state reflects current position
Negative_Verification: No broken navigation, no incorrect record counts, no performance issues

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_009 (Table must load first)
Blocked_Tests: Large dataset performance tests
Parallel_Tests: Can run parallel with search functionality tests
Sequential_Tests: Should run before bulk operation tests

Additional Information

Notes: Pagination critical for handling large datasets efficiently
Edge_Cases: Single page of results, empty result set, very large datasets
Risk_Areas: Performance with large datasets, pagination state management
Security_Considerations: Page access controls based on user permissions

Missing Scenarios Identified

Scenario_1: Configurable page size testing (5, 10, 25, 50 items per page)
Type: Usability
Rationale: Users may prefer different page sizes for their workflow
Priority: P3

Scenario_2: Pagination state persistence across sessions
Type: Usability
Rationale: Users may want to return to their last viewed page
Priority: P4




Test Case 12: Real-time Data Updates and Synchronization

Test Case ID: WX03US03_TC_012
Title: Verify real-time data updates across all dashboard components when service order data changes
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Performance
Test Level: Integration
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Real-time, Performance, Data-Sync, Integration, MOD-ServiceOrder, P1-Critical, Phase-Smoke, Type-Performance, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Performance-Metrics, Report-Integration-Testing, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Real-time-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 8 minutes
Reproducibility_Score: Medium
Data_Sensitivity: Medium
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 30%
Integration_Points: Real-time Service, Service Order API, WebSocket Service, Data Synchronization Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Performance-Metrics, Integration-Testing, Engineering
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Real-time service, WebSocket connections, Service Order API, Database triggers
Performance_Baseline: < 30 seconds for real-time updates to appear
Data_Requirements: Active service order database with real-time triggers configured

Prerequisites

Setup_Requirements: Real-time data synchronization enabled, WebSocket connections active
User_Roles_Permissions: O&M Manager role with real-time data access
Test_Data: Baseline dashboard state, API access for creating test scenarios
Prior_Test_Cases: All core dashboard tests (TC_001-TC_009) passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Open dashboard and establish baseline state

Record current values: Total Orders, Overdue, Status distribution, SLA metrics

Baseline: 17 total, 5 overdue

Establish starting point for real-time testing

2

Create new service order via API

Total Orders KPI card increments by 1 within 30 seconds

Create SO_RT_001, Status: Created

AC1 - Real-time KPI updates

3

Verify Service Orders status cards update

Created status card count increases by 1, total remains consistent

Created count: +1

Real-time status distribution

4

Update created order to overdue status

Overdue KPI card increments, Created card decrements

Change SO_RT_001 to Overdue

Status transition tracking

5

Verify Recent Service Orders table updates

New order appears in table with correct status and information

SO_RT_001 visible in table

Real-time table updates

6

Complete an existing overdue order

Overdue count decreases, Completed count increases, SLA metrics update

Complete SO19 (overdue order)

SLA impact validation

7

Add cost to completed order

Total Cost KPI card updates with new cost amount

Add $500 to SO19

Real-time cost tracking

8

Verify cost trend chart updates

Monthly cost chart shows updated actual cost for current month

August actual cost increases

Real-time financial data

9

Assign technician to unassigned order

Recent orders table shows technician assignment update

Assign "john.smith" to SO_RT_001

Technician assignment tracking

10

Test bulk status changes

Multiple order status changes reflect across all dashboard components

Change 3 orders to Completed

Bulk update performance

11

Verify SLA breach scenario

Create order and artificially breach SLA, metrics update accordingly

Create SO_RT_002, breach SLA

SLA breach real-time tracking

12

Test dashboard refresh without page reload

All updates appear without manual refresh action

Monitor for 60 seconds

Automatic refresh validation

13

Validate update consistency across components

All dashboard sections show consistent data after updates

Cross-component validation

Data consistency check

14

Test concurrent user updates

Simulate updates from multiple users, verify all changes reflected

Multiple user simulation

Concurrent update handling

Verification Points

Primary_Verification: Dashboard components update in real-time when backend service order data changes
Secondary_Verifications: All affected metrics update consistently, performance within acceptable limits
Negative_Verification: No data inconsistencies, no missing updates, no performance degradation

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: High
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: All core dashboard functionality tests
Blocked_Tests: Performance optimization tests
Parallel_Tests: Cannot run parallel (requires isolated data state)
Sequential_Tests: Must run after all individual component tests

Additional Information

Notes: Real-time functionality is critical for operational decision-making
Edge_Cases: Network interruptions, WebSocket disconnections, high-frequency updates
Risk_Areas: Real-time performance under load, data synchronization accuracy
Security_Considerations: Real-time data must respect user access permissions

Missing Scenarios Identified

Scenario_1: Real-time performance under high load testing
Type: Performance
Rationale: Dashboard must maintain real-time updates during peak usage
Priority: P1

Scenario_2: WebSocket connection recovery testing
Type: Reliability
Rationale: System must handle network interruptions gracefully
Priority: P2





Test Case 13: Status Color Coding Validation Across Dashboard

Test Case ID: WX03US03_TC_013
Title: Verify appropriate color coding for order statuses across all dashboard components (Green-Completed, Blue-In Progress/Created/Assigned, Orange-Pending, Red-Overdue)
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: UI
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Color-Coding, Status-Validation, UI-Consistency, Visual-Design, MOD-ServiceOrder, P2-High, Phase-Acceptance, Type-UI, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-User-Acceptance, Report-Cross-Browser-Results, Report-QA, Customer-Enterprise, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-UI-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Low
Complexity_Level: Low
Expected_Execution_Time: 4 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Low

Coverage Tracking

Feature_Coverage: 15%
Integration_Points: UI Rendering Service, Status Management Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Module-Coverage, User-Acceptance, Cross-Browser-Results, QA
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Low

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: UI rendering service, CSS styling framework
Performance_Baseline: Immediate visual rendering
Data_Requirements: Service orders with all four status types

Prerequisites

Setup_Requirements: Service orders with varied statuses (Completed, In Progress, Pending, Overdue) configured in system
User_Roles_Permissions: O&M Manager role with dashboard access
Test_Data: Completed orders (green), In Progress orders (blue), Pending orders (orange), Overdue orders (red)
Prior_Test_Cases: WX03US03_TC_002, WX03US03_TC_009 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Service Orders status distribution section

Status cards visible with color-coded backgrounds

Status cards section

AC10 - Verify status card color coding

2

Verify Completed status card color

Completed card displays GREEN background/border

Completed: 9 orders

AC10 - Green for Completed status

3

Verify Created status card color

Created card displays BLUE background/border

Created: 77 orders

AC10 - Blue for Created status

4

Verify Assigned status card color

Assigned card displays BLUE background/border

Assigned: 0 orders

AC10 - Blue for Assigned status

5

Verify Overdue status card color

Overdue card displays RED background/border

Overdue: 7 orders

AC10 - Red for Overdue status

6

Navigate to Recent Service Orders table

Table displays with status indicators in rows

Service orders table

AC10 - Table status color validation

7

Check Completed orders in table

Completed status shows GREEN indicator/background

Orders with Completed status

AC10 - Table green for completed

8

Check In Progress orders in table

In Progress status shows BLUE indicator/background

Orders with In Progress status

AC10 - Table blue for in progress

9

Check Pending orders in table

Pending status shows ORANGE indicator/background

Orders with Pending status

AC10 - Table orange for pending

10

Check Overdue orders in table

Overdue status shows RED indicator/background

SO19, SO18 (overdue orders)

AC10 - Table red for overdue

11

Verify color consistency across components

Status colors match between cards and table for same status

Cross-component comparison

AC10 - Consistent color scheme

12

Test color accessibility compliance

Colors provide sufficient contrast for accessibility standards

WCAG contrast validation

Accessibility color requirements

13

Verify color coding with filters applied

Status colors remain consistent when time filters applied

Apply 60-day filter

Color consistency with filtering

14

Test color coding during real-time updates

Status color changes immediately when order status updated

Change SO17 from Created to Completed

Real-time color update validation

Verification Points

Primary_Verification: Status colors follow exact specification (Green-Completed, Blue-In Progress/Created/Assigned, Orange-Pending, Red-Overdue)
Secondary_Verifications: Color consistency across all dashboard components, accessibility compliance
Negative_Verification: No color confusion, no missing color coding, no accessibility violations

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Low
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_002 (Status distribution must load)
Blocked_Tests: Visual design acceptance tests
Parallel_Tests: Can run parallel with other UI validation tests
Sequential_Tests: Should run before cross-browser compatibility tests

Additional Information

Notes: Consistent color coding critical for quick visual status identification by O&M Manager
Edge_Cases: Status transitions, multiple status types, color-blind user accessibility
Risk_Areas: Browser color rendering differences, CSS styling consistency
Security_Considerations: Status visibility may be role-based

Missing Scenarios Identified

Scenario_1: Color-blind accessibility testing with different color vision types
Type: Accessibility
Rationale: Dashboard must be usable by users with color vision deficiencies
Priority: P3

Scenario_2: High contrast mode compatibility testing
Type: Accessibility
Rationale: System accessibility requirements for visually impaired users
Priority: P3




Test Case 14: SLA Compliance Percentage Calculation Validation

Test Case ID: WX03US03_TC_014
Title: Verify SLA compliance percentage calculation accuracy as percentage of orders meeting their SLA targets within the time period
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Functional
Test Level: System
Priority: P1-Critical
Execution Phase: Smoke
Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, SLA-Compliance, Business-Rules, Calculations, MOD-ServiceOrder, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Executive-Visibility, Report-Customer-Segment-Analysis, Report-Revenue-Impact-Tracking, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-SLA-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: High
Business_Priority: Must-Have
Customer_Journey: Daily-Usage
Compliance_Required: Yes
SLA_Related: Yes

Quality Metrics

Risk_Level: High
Complexity_Level: High
Expected_Execution_Time: 6 minutes
Reproducibility_Score: High
Data_Sensitivity: High
Failure_Impact: Critical

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: SLA Monitoring Service, Compliance Calculation Engine, Service Order Database
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: CSM
Report_Categories: Quality-Dashboard, Module-Coverage, Executive-Visibility, Customer-Segment-Analysis, Revenue-Impact-Tracking
Trend_Tracking: Yes
Executive_Visibility: Yes
Customer_Impact_Level: High

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: SLA Monitoring Service, Compliance database, Calculation engine
Performance_Baseline: < 2 seconds for SLA calculations
Data_Requirements: Service orders with SLA targets, completion times, and compliance data

Prerequisites

Setup_Requirements: SLA targets defined for service order types, historical completion data with SLA compliance tracking
User_Roles_Permissions: O&M Manager role with SLA monitoring and compliance viewing permissions
Test_Data: 289 orders within SLA, 2 orders breached SLA, Total SLA orders: 291, Compliance: 99.3%
Prior_Test_Cases: WX03US03_TC_006 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to SLA Performance section

SLA Performance section loads with compliance metrics

SLA section visible

AC13 - SLA compliance section verification

2

Identify orders with SLA requirements

Query database for orders with defined SLA targets

SLA-enabled orders: 291 total

AC13 - SLA order population identification

3

Count orders meeting SLA targets

Verify orders completed within SLA time requirements

Within SLA: 289 orders

AC13 - Compliant orders counting

4

Count orders breaching SLA targets

Verify orders that exceeded SLA time requirements

Breached SLA: 2 orders

AC13 - Non-compliant orders counting

5

Validate SLA compliance percentage calculation

Manual calculation: (289/(289+2)) * 100 = 99.3%

Expected: 99.3% compliance

AC13 - Percentage calculation accuracy

6

Verify dashboard SLA compliance display

Dashboard shows 99.3% compliance rate

Dashboard displays: 99.3%

AC13 - Accurate percentage display

7

Test SLA calculation with different time periods

Apply 60-day filter, verify SLA percentage recalculates

60-day SLA compliance

AC13 - Time period impact on calculation

8

Test SLA calculation with new compliance data

Complete overdue order, verify SLA percentage updates

Complete SO19 (overdue order)

AC13 - Real-time calculation updates

9

Validate SLA percentage with zero breaches

Test scenario where all orders meet SLA (100% compliance)

All orders compliant scenario

AC13 - Perfect compliance calculation

10

Test SLA percentage with all breaches

Test scenario where no orders meet SLA (0% compliance)

All orders breached scenario

AC13 - Zero compliance calculation

11

Verify SLA calculation excludes non-SLA orders

Orders without SLA requirements not included in calculation

Non-SLA orders excluded

AC13 - Calculation scope validation

12

Test SLA percentage precision and rounding

Verify percentage displays appropriate decimal precision

Percentage precision: 99.3%

AC13 - Display precision validation

13

Validate SLA compliance trend calculation

Monthly trend percentages calculated consistently

Historical SLA trend data

AC13 - Trend calculation consistency

14

Test SLA calculation performance with large datasets

Verify calculation speed with 1000+ SLA orders

Large dataset performance

AC13 - Calculation performance validation

Verification Points

Primary_Verification: SLA compliance percentage accurately calculated as (Orders Meeting SLA / Total Orders with SLA) * 100
Secondary_Verifications: Calculation updates in real-time, excludes non-SLA orders, handles edge cases
Negative_Verification: No miscounted orders, no division by zero errors, no calculation performance issues

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Daily
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: WX03US03_TC_006 (SLA Performance section must load)
Blocked_Tests: SLA reporting and alerting systems
Parallel_Tests: Can run parallel with cost calculation tests
Sequential_Tests: Should run before SLA trend analysis tests

Additional Information

Notes: SLA compliance calculation is critical for contractual obligations and customer satisfaction metrics
Edge_Cases: No SLA orders, all orders breached, SLA target changes during calculation period
Risk_Areas: Calculation accuracy under load, real-time updates with concurrent changes
Security_Considerations: SLA data may be contractually sensitive requiring audit trails

Missing Scenarios Identified

Scenario_1: SLA target configuration impact on compliance calculations
Type: Configuration
Rationale: Different SLA targets may affect compliance percentage accuracy
Priority: P2

Scenario_2: Historical SLA compliance data integrity validation
Type: Data Quality
Rationale: Long-term compliance trends require accurate historical data
Priority: P2




Test Case 15: Detailed Order Lists Access and Navigation

Test Case ID: WX03US03_TC_015
Title: Verify system provides detailed order lists through drill-down functionality from dashboard components
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Integration
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Happy-Path, Drill-Down, Detailed-Lists, Navigation, MOD-ServiceOrder, P2-High, Phase-Acceptance, Type-Integration, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Integration-Testing, Report-User-Acceptance, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Detail-Service, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Medium
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 7 minutes
Reproducibility_Score: High
Data_Sensitivity: Medium
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 25%
Integration_Points: Detail View Service, Service Order Database, Navigation Service
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: Engineering
Report_Categories: Quality-Dashboard, Module-Coverage, Integration-Testing, User-Acceptance, Engineering
Trend_Tracking: No
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+
Device/OS: Windows 10/11
Screen_Resolution: Desktop-1920x1080
Dependencies: Detail view service, Service order database, Navigation routing
Performance_Baseline: < 3 seconds for detailed list loading
Data_Requirements: Service orders with complete detail information

Prerequisites

Setup_Requirements: Service orders with comprehensive details, drill-down functionality enabled
User_Roles_Permissions: O&M Manager role with detailed order access permissions
Test_Data: Various service orders across different statuses, sources, and SLA compliance states
Prior_Test_Cases: WX03US03_TC_002, WX03US03_TC_006, WX03US03_TC_007, WX03US03_TC_009 passed

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Service Orders status distribution section

Status cards visible and clickable

Status cards section

AC14 - Verify drill-down access points

2

Click on "Created" status card

Detailed list of created orders displays with filtering applied

Created orders: 77 total

AC14 - Created orders detailed list

3

Verify Created orders list details

List shows SO ID, name, creation date, assigned technician, priority details

Created orders detail view

AC14 - Comprehensive order information

4

Return to dashboard and click "Overdue" status card

Detailed list of overdue orders displays with overdue indicators

Overdue orders: 7 total

AC14 - Overdue orders detailed list

5

Verify Overdue orders list details

List shows overdue duration, SLA breach information, escalation status

Overdue orders detail view

AC14 - Overdue-specific information

6

Navigate to SLA Performance section

SLA metrics visible and clickable

SLA Performance section

AC14 - SLA drill-down preparation

7

Click on "Within SLA" metric

Detailed list of SLA-compliant orders displays

Within SLA: 289 orders

AC14 - SLA compliant orders list

8

Verify SLA compliant orders details

List shows SLA target time, actual completion time, compliance margin

SLA compliant detail view

AC14 - SLA-specific information

9

Return and click "Breached SLA" metric

Detailed list of SLA-breached orders displays

Breached SLA: 2 orders

AC14 - SLA breached orders list

10

Verify SLA breached orders details

List shows breach duration, impact assessment, escalation requirements

SLA breach detail view

AC14 - Breach analysis information

11

Navigate to Service Orders by Source section

Source bars clickable for drill-down

Source analysis section

AC14 - Source-based drill-down

12

Click on "Consumer" source bar

Detailed list of consumer-originated orders displays

Consumer source: 8.4%

AC14 - Source-specific order list

13

Verify source-specific order details

List shows origin channel, customer information, request details

Consumer orders detail view

AC14 - Source-specific information

14

Test detailed list navigation and filtering

Detailed lists support search, sorting, and additional filtering

Detail list functionality

AC14 - Enhanced list operations

15

Verify breadcrumb navigation from detailed lists

Clear navigation path back to dashboard from all detailed views

Breadcrumb navigation

AC14 - Navigation consistency

16

Test detailed list performance with large datasets

Detailed lists load efficiently even with hundreds of orders

Large dataset performance

AC14 - Performance validation

Verification Points

Primary_Verification: All dashboard components provide access to relevant detailed order lists with comprehensive information
Secondary_Verifications: Detailed lists include appropriate filtering, navigation works seamlessly
Negative_Verification: No broken drill-down links, no missing detail information, no navigation errors

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Weekly
Maintenance_Effort: Medium
Automation_Candidate: Yes

Test Relationships

Blocking_Tests: All dashboard component tests (TC_002, TC_006, TC_007)
Blocked_Tests: Detailed order management workflow tests
Parallel_Tests: Cannot run parallel (requires isolated navigation state)
Sequential_Tests: Should run after all dashboard component tests complete

Additional Information

Notes: Detailed order lists critical for operational deep-dive analysis by O&M Manager
Edge_Cases: Empty detailed lists, very large result sets, concurrent user access
Risk_Areas: Detail view performance, navigation state management
Security_Considerations: Detailed order access may be role-restricted based on operational scope

Missing Scenarios Identified

Scenario_1: Detailed list export functionality testing
Type: Feature
Rationale: Users likely need to export detailed order lists for reporting
Priority: P3

Scenario_2: Detailed list real-time updates validation
Type: Performance
Rationale: Detailed lists should reflect real-time changes like main dashboard
Priority: P2




Test Case 16: Cross-Browser Compatibility and Performance Validation

Test Case ID: WX03US03_TC_016
Title: Verify Service Order Dashboard functionality and performance across different browsers and versions
Created By: Hetal
Created Date: August 17, 2025
Version: 1.0

Classification

Module/Feature: Service Order Dashboard
Test Type: Compatibility
Test Level: System
Priority: P2-High
Execution Phase: Acceptance
Automation Status: Manual

Enhanced Tags for 17 Reports Support

Tags: Cross-Browser, Compatibility, Performance, UI-Consistency, MOD-ServiceOrder, P2-High, Phase-Acceptance, Type-Compatibility, Platform-Web, Report-Quality-Dashboard, Report-Module-Coverage, Report-Cross-Browser-Results, Report-Performance-Metrics, Report-User-Acceptance, Customer-Enterprise, Risk-Medium, Business-Medium, Revenue-Impact-Low, Integration-Browser-Support, Happy-Path

Business Context

Customer_Segment: Enterprise
Revenue_Impact: Low
Business_Priority: Should-Have
Customer_Journey: Daily-Usage
Compliance_Required: No
SLA_Related: No

Quality Metrics

Risk_Level: Medium
Complexity_Level: Medium
Expected_Execution_Time: 15 minutes
Reproducibility_Score: High
Data_Sensitivity: None
Failure_Impact: Medium

Coverage Tracking

Feature_Coverage: 20%
Integration_Points: Browser rendering engines, CSS frameworks, JavaScript compatibility
Code_Module_Mapped: CX-Web
Requirement_Coverage: Complete
Cross_Platform_Support: Web

Stakeholder Reporting

Primary_Stakeholder: QA
Report_Categories: Quality-Dashboard, Module-Coverage, Cross-Browser-Results, Performance-Metrics, User-Acceptance
Trend_Tracking: Yes
Executive_Visibility: No
Customer_Impact_Level: Medium

Requirements Traceability

Test Environment

Environment: Staging
Browser/Version: Chrome 115+, Firefox Latest, Safari Latest, Edge Latest
Device/OS: Windows 10/11, macOS 12+
Screen_Resolution: Desktop-1920x1080, Desktop-1366x768
Dependencies: Multiple browser installations, performance monitoring tools
Performance_Baseline: Consistent performance across all browsers within 10% variance
Data_Requirements: Standard dashboard test dataset

Prerequisites

Setup_Requirements: Access to Chrome, Firefox, Safari, Edge browsers (latest 2 versions each)
User_Roles_Permissions: O&M Manager role credentials for all browser tests
Test_Data: Standard dashboard dataset with all required service orders and metrics
Prior_Test_Cases: Core functionality tests (TC_001-TC_015) passed in primary browser

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Test dashboard loading in Chrome 115+

Dashboard loads within 3 seconds, all components render correctly

Standard test dataset

Primary browser baseline

2

Verify KPI cards functionality in Chrome

All KPI cards display correct values and percentage calculations

KPI test data

Chrome functionality validation

3

Test dashboard loading in Firefox Latest

Dashboard loads within 3 seconds, visual consistency maintained

Same test dataset

Firefox compatibility

4

Verify charts rendering in Firefox

SLA performance chart and cost trend chart render properly

Chart test data

Firefox chart compatibility

5

Test dashboard loading in Safari Latest

Dashboard loads within 3 seconds, all features functional

Same test dataset

Safari compatibility

6

Verify table functionality in Safari

Recent Service Orders table displays and search works

Table test data

Safari table compatibility

7

Test dashboard loading in Edge Latest

Dashboard loads within 3 seconds, consistent appearance

Same test dataset

Edge compatibility

8

Verify filter functionality in Edge

Time filters work correctly across all components

Filter test data

Edge filter compatibility

9

Compare visual consistency across browsers

Layout, colors, fonts, spacing consistent across all browsers

Visual comparison

Cross-browser UI consistency

10

Test performance consistency across browsers

Load times within 10% variance across all browsers

Performance metrics

Cross-browser performance

11

Verify JavaScript functionality across browsers

Real-time updates, search, navigation work in all browsers

JavaScript features

Cross-browser JS compatibility

12

Test responsive behavior at 1366x768 resolution

Dashboard adapts properly to lower resolution in all browsers

Lower resolution test

Resolution compatibility

13

Verify browser-specific features work

Browser zoom, print functionality, bookmark handling

Browser-specific tests

Additional browser features

14

Test browser back/forward navigation

Navigation state preserved correctly in all browsers

Navigation testing

Browser navigation compatibility

15

Validate accessibility features across browsers

Screen reader compatibility, keyboard navigation work

Accessibility testing

Cross-browser accessibility

16

Document any browser-specific issues or limitations

Record any browser-specific behavior or performance differences

Issue documentation

Compatibility assessment

Verification Points

Primary_Verification: Dashboard functions identically across Chrome, Firefox, Safari, and Edge browsers
Secondary_Verifications: Performance consistent, visual design maintained, all features functional
Negative_Verification: No browser-specific failures, no significant performance degradation, no missing features

Test Results (Template)

Status: [Pass/Fail/Blocked/Not-Tested]
Actual_Results: [Template for recording actual behavior]
Execution_Date: [When test was executed]
Executed_By: [Who performed the test]
Execution_Time: [Actual time taken]
Defects_Found: [Bug IDs if issues discovered]
Screenshots_Logs: [Evidence references]

Execution Analytics

Execution_Frequency: Per-Release
Maintenance_Effort: Medium
Automation_Candidate: Planned

Test Relationships

Blocking_Tests: All core functionality tests must pass first
Blocked_Tests: Production deployment readiness
Parallel_Tests: Can run parallel across different browsers
Sequential_Tests: Should be final validation before release

Additional Information

Notes: Cross-browser compatibility ensures dashboard accessibility for all enterprise users
Edge_Cases: Older browser versions, browser extension conflicts, corporate firewall restrictions
Risk_Areas: Browser-specific rendering differences, JavaScript compatibility issues
Security_Considerations: Browser security settings may affect dashboard functionality

Missing Scenarios Identified

Scenario_1: Mobile browser compatibility testing
Type: Compatibility
Rationale: Users may access dashboard from mobile devices via browser
Priority: P3

Scenario_2: Browser extension conflict testing
Type: Compatibility
Rationale: Corporate environments often have mandatory browser extensions
Priority: P4