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User Story: Asset Classification Management

Asset Classification Management - User Story Document

1. Problem Statement

User Roles Identified:

This user story addresses the foundational need to create a structured, hierarchical classification system for all assets within the utility. The primary user for this feature is the

  • Asset Manager,: who requires a logical framework to organize assetsResponsible for effectivestrategic analysis,asset risk management,management and maintenancelifecycle planning.

    planning

  • PrimaryUtility Administrator: Manages system configuration and master data setup

Pain Points by User Role & Pain Points:

  • Role:

Asset Manager:

  • Inconsistent Assetasset Data: Without a standardized classification, assets are categorized arbitrarily (e.g., "Pump," "PMP," "Motor Pump" all meaning the same thing), making it impossible to perform accurate analysis or reportingcategorization across the entire asset base.
  • Ineffective Risk Modeling: Difficulty in applying risk and failure models consistently because similar assets are not grouped together, preventing the identification of systemic risks.
  • Disorganized Maintenance Strategies: Unable to develop standardized maintenance plans or failure mode analyses for specific types of assets,utility leading to reactive,poor inefficient,maintenance planning
  • Inability to track failure patterns by asset type due to lack of standardized failure modes
  • Difficulty in creating accurate lifecycle cost models without proper asset classification
  • Manual processes for setting up new asset types causing delays in asset registration
  • Limited visibility into asset dimensions and costlyspecifications maintenance.
  • Poor Capital Planning: Cannot accurately forecast replacement needs or budgetneeded for capitalprocurement

Utility improvementsAdministrator:

  • Time-consuming becausemanual there is no clear viewsetup of theasset quantity,classification type,hierarchies
  • Lack of standardized templates for common utility asset types
  • Difficulty maintaining consistency in asset data structure across departments
  • Complex process to add new asset types and hierarchytheir ofassociated assetsfailure ownedmodes
  • Limited byability to customize dimensions based on specific utility requirements

Core Problem:

Water utilities lack a centralized, standardized system for managing asset classification hierarchies, leading to inconsistent asset data, poor maintenance planning, and inefficient resource allocation.

2. Who Are the utility.
  • Time-ConsumingUsers Reporting: Spends an enormous amount of time manually cleaning and grouping data fromFacing the asset registry just to answer basic questions like "How many centrifugal pumps do we have?"
    • Problem?

    Core Problem:
    For the Asset Manager,

    • Oversees theasset absencelifecycle ofmanagement aand formalstrategic planning
    • Requires access to comprehensive asset classification hierarchyfor makesmaintenance strategic asset management nearly impossible. It leads to inconsistent data, unreliable reporting, and the inability to implementoptimization
    • Needs standardized maintenancefailure andmode risk management strategies, ultimately increasing operational costs and the likelihood of unforeseen asset failures.

      2. Who Is the User Facing the Problem?

      The Asset Manager is the single most important usertracking for this feature. Their role is entirely dependent on having a well-organized, reliable, and structured asset registry. While a Utility Administrator might perform the initial setup, the Asset Manager is the one who defines the classification strategy and uses the resulting structure to drive all major asset management decisions, frompredictive maintenance planning to long-term capital investment.

    Access Control:
    The Asset Manager and Utility Administrator

    • Manages system configuration and master data
    • Responsible for setting up and maintaining asset classification structures
    • Ensures data consistency across all utility operations

    Both roles should have full create, read, update, and delete permissions for the entire Asset Classification hierarchy. Other roles (e.g., O&M Manager, Plant Supervisor) will have read-only access to understandthis howfeature assetswith areappropriate categorized.permission levels.

    3. Jobs To Be Done

    • For the Asset Manager:Manager: When I need to developplan maintenance strategies and lifecycle costs for different asset categories, But I lack standardized asset classifications and failure mode tracking that makes it difficult to analyze patterns and predict maintenance needs, Help me access a long-term,comprehensive risk-based maintenance strategy, but my assets are inconsistently categorized, preventing me from analyzing similar assets as a group, help me by providing a tool to build a standardized, multi-levelasset classification hierarchy,system sowith predefined failure modes and customizable dimensions, So that I can apply uniform maintenance plans, accurately model failure modes, and makedevelop data-driven decisionsmaintenance strategies and accurate lifecycle cost models.

      For Utility Administrator: When I need to improveset reliabilityup and optimizemaintain spending.consistent asset classification structures across the utility, But I face time-consuming manual processes and lack of standardized templates that create data inconsistencies, Help me configure hierarchical asset classifications with pre-built templates and easy customization options, So that I can ensure data consistency and reduce setup time for new asset types.

      4. Solution

      The Asset Classification Management system provides a comprehensive hierarchical structure for organizing and managing utility assets with the following capability areas:

      4.1 Hierarchical Asset Classification

      • Pre-configured asset classes for common utility infrastructure
      • Expandable hierarchy supporting multiple levels of classification
      • Drag-and-drop organization for easy restructuring

      4. Solution

      The proposed solution is a dedicated Asset Classification module that allows the2 Asset ManagerType toManagement

      • Standardized defineasset andtype manage a three-level hierarchytemplates for allwater utility assets:infrastructure
      • Custom Assetasset Class,type Assetcreation Type,with andguided Failureworkflows
      • Bulk Mode.import This feature will serve as the foundational data dictionarycapabilities for the entireexisting asset registry, ensuring every asset is categorized in a consistent and meaningful way.

        Key Capability Areas:

        1. Hierarchical Structure Management:
          • Create, edit, and delete top-level Asset Classes (e.g., Linear Infrastructure, Pumping & Flow Management).
          • Within each Asset Class, create, edit, and delete specific Asset Types (e.g., Pipeline Segment, Centrifugal Pump).
          • For each Asset Type, create, edit, and delete a library of common Failure Modes (e.g., Leak/Rupture, Blockage/Clog).inventories
        2. Expandable/Collapsible

          4.3 Interface:
          • The main view presents Asset Classes in a list that can be expanded to show the Asset Types within them, providing a clean and organized user experience.

        3. Integrated Search and Filter:
          • A global search bar to quickly find any Class, Type, or Failure Mode.
          • A filter to view the hierarchy for a specific Asset Class.
        4. Contextual Actions:
          • Clear buttons and icons for adding, editing, or deleting items at each level of the hierarchy.
          • Dedicated modals for each action (Add/Edit Asset Class, Add/Edit Asset Type, Manage Failure Modes) to ensure a focused workflow.
        5. Failure Mode Library:Configuration
          • A dedicated interface to manage a list of potentialPre-defined failure modes for eachcommon utility assets
          • Custom failure mode creation with detailed descriptions
          • Association of failure modes with specific asset type,types

          4.4 creatingDimension aManagement

          • Configurable standardizedasset librarydimensions based on asset type
          • Support for usevarious indata maintenancetypes (text, number, dropdown)
          • Required/optional field configuration with validation

          4.5 Search and riskFilter analysis.Capabilities

          • Advanced search across asset classes, types, and dimensions
          • Filter by asset class for focused management
          • Quick access to related asset information

          4.6 Template and Standardization

          • Industry-standard asset classification templates
          • InformativeStandardized Summaries:naming conventions and descriptions
          • Best practice guidance for asset organization

          4.7 Integration and Data Management

          • EachSeamless levelintegration ofwith theasset hierarchyregistry displaysand ainventory countsystems
          • Data ofvalidation theand itemsconsistency itchecks
          • Export containscapabilities (e.g.,for "2reporting types,"and "6 failure modes"), giving the user an immediate sense of the structure's scale.analysis

        5. Major Steps Involved

        Asset Manager Flow:

        1. User Role:Access Asset ManagerClassification Dashboard

          Flow 1: Building the Hierarchy (Creating a New Class, Type, and Failure Modes)

            • Navigate to Settings -> Asset Classification
            • View existing asset classification hierarchy
            • Review asset class summaries and type counts
          1. Analyze Asset Structure.
            • Expand asset classes to view associated types
            • ClickReview thefailure modes for specific asset types
            • Access dimension configuration for asset types
          2. "+Request AddNew Classifications
            • Identify gaps in current classification structure
            • Submit requests for new asset classes or types
            • Provide specifications for required dimensions
          3. Monitor Classification Usage
            • Review asset registry integration
            • Analyze failure mode utilization
            • Validate classification effectiveness

          Utility Administrator Flow:

          1. System Configuration Access
            • Log into SMART360 administrative interface
            • Navigate to Settings > Asset Classification
            • Access classification management dashboard
          2. Create New Asset Class"Class button.
            • In theClick "Add New Asset Class" modal,button
            • Enter enterasset theclass Asset Class Name (e.g., "Storage & Containment")name and adescription
            • Configure class-level settings and permissions
          3. Description. Click "Add Asset Class".
          4. The new Asset Class appears in the main list. Click the expand icon (˅) nextTypes to it.Classes
            • Select target asset class
            • The section expands, revealing an "+ Add Asset Type" button. Click it.
            • In the "Add Asset Type" modal, enterwithin the Assetclass
            • Enter Typeasset Nametype (e.g., "Water Tank")name and adetailed description
            • Save asset type configuration
          5. Description. Click "Add Asset Type".
          6. The new "Water Tank" Asset Type appears under "Storage & Containment".
          7. Click the "ManageConfigure Failure Modes"Modes
            • Select buttonspecific nextasset to the "Water Tank" type.type
            • TheClick "Manage Failure Modes" modal opens. In the "
            • Add New Failure Mode" section, enter a Failure Mode Name (e.g., "Corrosion Failure") and a Description.
            • Click "+ Add Failure Mode". The new mode appears in the "Existing Failure Modes" list below.
            • Repeat step 10 to add more failure modes (e.g.,with names and descriptions
            • Edit existing failure modes as needed
          8. Set Up Asset Dimensions
            • Navigate to "StructuralDimensions" Crack,"tab
            • Click "LiningManage Failure").Dimensions" for specific asset type
            • CloseAdd thenew modaldimensions bywith clickingname, thetype, "X"and icon.units
            • Configure Therequired/optional status
            • Set validation rules and dropdown options
          9. Validate and Test Configuration
            • Review complete classification hierarchy
            • Test isasset nowtype partiallycreation built.workflows
            • Validate dimension requirements and constraints

          6. Flow Diagram

          Flow:image.png

          7. BuildBusiness Rules

          Asset Classification - Field-wise Business Rules

          1. Asset Classification Hierarchy

          graph TD

          A[User navigates to Asset Classification] --> B{Clicks '+ Add New Asset Class'};

          B --> C[Enters Name/Description in modal];

          C --> D{Saves New Class};

          D --> E[New 'Storage & Containment' class appears];

          E --> F{Expands the new class};

          F --> G{Clicks '+ Add Asset Type'};

          G --> H[Enters Name/Description for 'Water Tank'];

          H --> I{Saves New Type};

          I --> J[New 'Water Tank' type appears under the class];

          J --> K{Clicks 'Manage Failure Modes'};

          K --> L[Failure Modes modal opens];

          L --> M[Adds 'Corrosion Failure' mode];

          M --> N[Adds 'Structural Crack' mode];

          N --> O{Closes Modal};

          O --> P[Hierarchy is now defined];


          7. Business Rules

          This section provides a detailed breakdown of rules for every visible element on the screen.

          A. Asset Classification (Main View)

          Page

          Search Field

          • BreadcrumbField Navigation ("Dashboard > Settings > asset-classification"):Name: Must accurately reflect the user's location in the application.Search
          • Page Title ("Asset Classification"):Placeholder: Static"Search text.asset classes, types, or failure modes..."
          • PageRules:
            • Minimum Subtitle2 ("Definecharacters required to trigger search
            • Search is case-insensitive
            • Searches across asset class names, asset type names, descriptions, and managefailure themode hierarchical classification..."): Static descriptive text.names
            • Section: "Search & Filter"
              • Search Bar: Must perform a liveReal-time search acrosswith Asset300ms Classdebounce
              • Maximum Name100 characters allowed
              • Special characters allowed: hyphen (-), Assetunderscore Type Name(_), and Failure Mode Name. Thespace
              • Search results should highlight andmatching expand the relevant sections of the hierarchy.terms
              • Empty search displays all classifications

            Filter by Asset Class:Class Dropdown

            • Field Name: AFilter dropdownby thatAsset mustClass
            • Default beValue: populated"All Asset Classes"
            • Rules:
              • Dropdown populates with all existing Asset Class names. Selecting aasset class shouldnames
              • Selection filterfilters the hierarchy view to show only thatselected class
              • "All andAsset itsClasses" children.option Defaultshows iscomplete hierarchy
              • Selection persists during session
              • Must reset to "All Asset Classes". when asset classes are added/deleted
            • Button:

            2. "+ Add New Asset Class":
            • Visible only to users with create permissions (Asset Manager).
            • Clicking must open the "Add New Asset Class" modal.

          • Section: "Asset Classification Hierarchy"
            • ThisHierarchy is the main container for the expandable list of Asset Classes.
          • Section

            Asset Class Item:Card

            • NameDisplay (e.g., "Linear Infrastructure"):Requirements:
              • Asset Displays theclass name ofdisplayed theas clickable header in blue (#2563eb)
              • Type count displayed as "{X} types" next to class name
              • Description shown below class name in gray text
              • Expand/collapse functionality with chevron icon
              • Edit icon (pencil) on hover for authorized users
              • Delete icon (trash) on hover for authorized users
              • Three-dot menu for additional actions

            Asset Class.

            • Class Name
            • Rules:
              • Required field
              • Minimum 3 characters, maximum 50 characters
              • Must be unique across all asset classes (case-insensitive)
              • Allowed characters: letters, numbers, spaces, hyphens, ampersands
              • Cannot start or end with spaces
              • Cannot contain consecutive spaces
              • Cannot be only numbers
              • Cannot contain special characters: @, #, $, %, ^, *, <, >, ?, |, , /, [, ]

            Asset Class Description

            • Rules:
              • Required field
              • Minimum 10 characters, maximum 500 characters
              • Must provide meaningful description of asset class purpose
              • Cannot be only spaces or special characters
              • HTML tags not allowed
              • Line breaks preserved in display

            Asset Type Count Display

            • Rules:
              • Automatically calculated and displayed
              • Format: "{count} types" (e.g., "2 types", "5 types"):
              • Updates in real-time when types are added/removed
              • Shows "0 types" for empty asset classes
              • Non-editable field

            3. Add New Asset Class Modal

            Asset Class Name Field

            • Field Label: A calculated visual tag. Formula: COUNT("Asset Types)Class where AssetType.AssetClassID matches the current class.Name"
            • Description:Placeholder: Displays"Enter theasset descriptionclass provided for the Asset Class.name..."
            • Expand/Collapse Icon (˅ / >):Rules:
              • Required Togglesfield thewith visibilityred ofasterisk theindicator
              • Real-time validation with error messages
              • Character count indicator showing remaining characters
              • Validation error: "Asset Typesclass withinname thatmust class.be between 3-50 characters"
              • Uniqueness validation: "Asset class name already exists"
              • Invalid character error: "Asset class name contains invalid characters"

            Asset Class Description Field

            • Field Label: "Description"
            • EditPlaceholder: Icon"Enter asset class description..."
            • Field Type: Textarea
            • Rules:
              • Required field with red asterisk indicator
              • Character count indicator (pencil):10/500)
              • Auto-resize textarea based on content
              • Validation error: "Description must be between 10-500 characters"
              • Cannot contain only whitespace

            Add Asset Class Button

            • Button Text Must open the: "EditAdd Asset Class" modal, pre-filled with the data for that class.
            • DeleteRules:
              • Disabled Iconuntil all required fields are valid
              • Background color changes from gray to dark blue when enabled
              • Shows loading spinner during save operation
              • Success message: "Asset class created successfully"
              • Error handling for duplicate names and system errors

            Modal Close Button (trash can):X)

            • Rules:
              • Confirmation dialog if unsaved changes exist
              • Confirmation message: "Are you sure you want to close? Your changes will be lost."
              • No confirmation needed if no changes made

            4. Asset Type Management

            Add Asset Type Button

            • Button Text: "+ Add Asset Type"
            • Rules:
              • Only visible when asset class is expanded
              • Disabled if user lacks asset type creation permissions
              • Opens "Add Asset Type" modal specific to the parent asset class

            Asset Type Card Display

            • Rules:
              • Asset type name displayed as header
              • Failure mode count shown as "{X} failure modes"
              • Description displayed below type name
              • "Manage Failure Modes" button with gear icon
              • Edit and delete icons on hover for authorized users

            Asset Type Name

            • Rules:
              • Required field
              • Minimum 3 characters, maximum 50 characters
              • Must promptbe unique within parent asset class (case-insensitive)
              • Same character restrictions as asset class names
              • Cannot duplicate existing type names in the usersame class

            Asset Type Description

            • Rules:
              • Required field
              • Minimum 10 characters, maximum 500 characters
              • Same validation rules as asset class description

            Failure Mode Count Display

            • Rules:
              • Format: "{count} failure modes" (e.g., "6 failure modes")
              • Updates automatically when failure modes are modified
              • Shows "0 failure modes" for types without failure modes
              • Non-editable field

            Common Failure Modes Display

            • Rules:
              • Shows preview of failure modes: "Leak/Rupture, Blockage/Clog, Structural Collapse/Deformation and 3 more..."
              • Maximum 3 failure modes shown in preview
              • "and X more..." shown if more than 3 failure modes exist
              • Hover tooltip shows all failure modes
              • Clickable to open failure mode management

            5. Add Asset Type Modal

            Asset Type Name Field

            • Field Label: "Asset Type Name"
            • Placeholder: "Enter asset type name..."
            • Rules:
              • Same validation rules as asset class name
              • Uniqueness check within parent asset class only
              • Error message: "Asset type name already exists in this asset class"

            Asset Type Description Field

            • Field Label: "Description"
            • Placeholder: "Enter asset type description..."
            • Rules:
              • Same validation rules as asset class description

            Add Asset Type Button

            • Button Text: "Add Asset Type"
            • Rules:
              • Same behavior as Add Asset Class button
              • Success message: "Asset type created successfully"
              • Automatically assigns to parent asset class

            Modal Header

            • Text: "Add Asset Type to [Asset Class Name]"
            • Rules:
              • Dynamically shows parent asset class name
              • Cannot exceed 80 characters total length

            6. Failure Mode Management Modal

            Modal Header

            • Text: "Manage Failure Modes for: [Asset Type Name]"
            • Rules:
              • Dynamically shows asset type name
              • Shows full breadcrumb: Asset Class > Asset Type

            Add New Failure Mode Section

            Failure Mode Name Field

            • Field Label: "Failure Mode Name"
            • Placeholder: "Enter failure mode name..."
            • Rules:
              • Required field
              • Minimum 3 characters, maximum 50 characters
              • Must be unique within the asset type (case-insensitive)
              • Allowed characters: letters, numbers, spaces, hyphens, forward slash (/)
              • Cannot start or end with aspaces
              • Cannot confirmation:contain consecutive spaces

            Failure Mode Description Field

            • Field Label: "Description"
            • Placeholder: "Enter description..."
            • Field Type: Textarea
            • Rules:
              • Required field
              • Minimum 10 characters, maximum 300 characters
              • Cannot contain only whitespace
              • Auto-resize textarea
              • Character count indicator

            Add Failure Mode Button

            • Button Text: "+ Add Failure Mode"
            • Rules:
              • Disabled until all required fields are valid
              • Success message: "Failure mode added successfully"
              • Form clears after successful addition
              • Focus returns to name field

            Existing Failure Modes Section

            Section Header

            • Text: "Existing Failure Modes"
            • Rules:
              • Shows count in parentheses: "Existing Failure Modes (X)"
              • Hidden if no existing failure modes

            Failure Mode List Items

            • Display Rules:
              • Failure mode name as header
              • Description below in smaller gray text
              • Edit icon (pencil) on hover
              • Delete icon (trash) on hover
              • Alternating background colors for readability

            Edit Failure Mode

            • Rules:
              • Inline editing with save/cancel options
              • Same validation rules as new failure mode creation
              • Changes save automatically on blur or Enter key
              • Escape key cancels editing

            Delete Failure Mode

            • Rules:
              • Confirmation dialog: "Are you sure you want to delete this assetfailure class? This will alsomode?"
              • Cannot delete allif associatedfailure mode is referenced by existing assets
              • Error message: "Cannot delete failure mode - it is currently used by X assets"
              • Success message: "Failure mode deleted successfully"

            Example Failure Modes (from screenshots):

            • Leak/Rupture: "Corrosion, External Damage, Joint Failure"
            • Blockage/Clog: "Debris, Sediment, Grease"

            7. Asset Type Dimensions Tab

            Search Field (Dimensions)

            • Placeholder: "Search asset types andor failure modes.dimensions..."
            • Deletion Rule:Rules:
              • Same Deletionsearch isrules onlyas permittedmain ifsearch nofield
              • Searches actualacross assetsasset type names and dimension names
              • Filters the dimensions table in the Asset Registry are assigned to any of the types within this class. If assets are assigned, the delete icon should be disabled and show a tooltip on hover: "Cannot delete. This class contains asset types that are in use."real-time
          • Expanded

            Filter by Asset Class View:Dropdown (Dimensions)

            • Button: "+ Add Asset Type":Rules:
              • Same Appearsrules as main page filter
              • Filters dimension table to show only whenselected aasset class istypes

            Dimensions expanded. Clicking it must open the "Add Table

            Asset Type"Class modal,Column

            • Rules:
              • Read-only pre-associating the new type with thefield
              • Shows parent class.asset class name
              • Sortable alphabetically
              • Cannot be edited from this view

            Asset Type Item (within an expanded class):Column

            • Name (e.g., "Pipeline Segment"):Rules:
              • Read-only Displaysfield
              • Shows theasset type name
              • Sortable ofalphabetically
              • Clickable theto Assetnavigate Type.to asset type details

            Dimensions Column

            • FailureDisplay ModeRules:
              • Shows Countdimension names as comma-separated list
              • Format: "length (e.g.m), "6diameter failure(mm), modes"):material, A+5 calculated visual tag. Formula: COUNT(Failure Modes) where FailureMode.AssetTypeID matches the current type.more"
              • Description: Displays the description for the Asset Type.
              • Common Failure Modes: Displays a truncated list of theShows first 3-43 failuredimensions, mode names associated with this type, followed bythen "...and +X more" if applicable.more exist
              • Hover tooltip shows all dimensions
              • Empty state: "No dimensions configured"

            Actions Column

            • Button:Manage Dimensions Button:
              • Text: "⚙ Manage FailureDimensions"
              • Opens Modes":dimension Must open the "Manage Failure Modes"management modal for this specific asset type
              • Disabled if user lacks dimension management permissions

            8. Dimension Management Modal

            Modal Header

            • Text: "Manage Dimensions for: [Asset Type.Type Name] ([Asset Class Name])"
            • Edit Icon (pencil):Rules:
              • Shows Mustfull opencontext theof "Editasset Assettype Type"and modal.parent class
              • DeleteCannot Iconexceed (trash100 can):characters Musttotal prompt for confirmation. Deletion is only permitted if no assets in the Asset Registry are assigned to this type.length

            Add New Dimension Section

            B.Dimension ModalsName (Add/Edit Class, Add/Edit Type, Manage Failure Modes)Field

            • GeneralField Modal Rule:Label All modals must be closable by clicking the: "X" icon in the top-right corner or by pressing the Esc key.Name"
            • Add/Edit Asset Class Modal:Placeholder
              • Field:: "Assete.g., Class Name": Mandatory text field. Must be unique.diameter"
              • Field: "Description":Rules:
                • Required Optional multi-line text area.field
                • ButtonMinimum ("Add/Update2 Assetcharacters, Class"):maximum Saves30 the data and closes the modal.
                characters
              • Add/Edit Asset Type Modal:
                • Field: "Asset Type Name": Mandatory text field. Must be unique within itsthe parentasset Assettype Class.(case-insensitive)
                • Allowed characters: letters, numbers, underscore, camelCase
                • Cannot start with numbers
                • Cannot contain spaces or special characters
                • Must be valid database column name format

              Dimension Type Dropdown

              • Field Label: "Type"
              • Field:Default Value: "Description": Optional multi-line text area.Text"
              • Button ("Add/Update Asset Type"):Options Saves the data and closes the modal.:
                • Text
                • Number
                • Dropdown
                • Date
              • Manage Failure Modes Modal:Rules:
                • Required field
                • Selection determines additional field requirements
                • Cannot be changed after dimension creation if data exists

              Unit Field

              • Title:Field Label: Must"Unit be(optional)"
              • Placeholder: dynamic, "e.g., mm, L/s, %"Manage Failure Modes for: Pipeline Segment".
              • Section:Rules:
                • Optional field
                • Only visible when Type is "AddNumber"
                • Maximum New10 Failurecharacters
                • Common Mode"units suggested in dropdown: mm, m, L/s, kPa, kW, %
                • Custom units allowed
                • Cannot contain special characters except forward slash (/)

              Required Checkbox

              • Field:Field Label: "Failure Mode Name": Mandatory text field. Must be unique for the current Asset Type.Required"
              • Field: "Description":Rules :
                • Optional multi-linecheckbox
                • When textchecked, area.dimension becomes mandatory during asset creation
                • Cannot be unchecked if existing assets have this dimension populated
                • Default: unchecked

              Add Dimension Button

              • Button:Button Text: "+ Add Failure Mode":Dimension"
              • Rules:
                • Disabled Addsuntil thename newand modetype toare theprovided
                • Success message: "Dimension added successfully"
                • Form clears after successful addition

              Existing Dimensions Section

              Section Header

              • Text: "Existing FailureDimensions Modes" list below without closing the modal. The input fields should clear after submission.
              (X)"
            • Section:Rules:
              • Shows count of configured dimensions
              • Maximum 20 dimensions per asset type
              • Warning at 18 dimensions: "ExistingApproaching Failuredimension Modes"limit"

            Dimension List Items

            • Display Format: "[name] [Required badge] [type] [unit]"
            • Example: "length Required number m"
            • Rules:
              • ThisDimension name displayed first
              • "Required" badge shown if dimension is amandatory
              • Type listand ofunit shown in smaller text
              • Edit and delete icons on hover

            Required Badge

            • Display: Dark blue badge with "Required" text
            • Rules:
              • Only shown for required dimensions
              • Cannot be removed if assets exist with this dimension

            Edit Dimension

            • Rules:
              • Name can be edited if no assets use this dimension
              • Type cannot be changed if data exists
              • Unit can always be modified
              • Required status can be changed with data validation

            Delete Dimension

            • Rules:
              • Confirmation dialog: "Are you sure you want to delete this dimension?"
              • Cannot delete if dimension contains data in any assets
              • Error message: "Cannot delete dimension - it contains data for X assets"
              • Success message: "Dimension deleted successfully"

            Example Dimensions (from screenshots):

            • length: Required, number, m
            • diameter: Required, number, mm
            • material: Required, dropdown
            • voltageClass (V): number, V
            • conductorSize: text
            • insulationType: text
            • type: text
            • outletSize (mm): number, mm
            • flowCapacity (L/s): number, L/s
            • dutyFlow (L/s): number, L/s
            • dutyHead (m): number, m
            • motorKw (kW): number, kW

            9. Global Business Rules

            Data Validation

            • All text inputs trim whitespace before validation
            • Case-insensitive uniqueness checks across the system
            • HTML encoding applied to prevent XSS attacks
            • SQL injection prevention on all database queries

            Permissions

            • Asset classification view: All authenticated users
            • Asset class creation/editing: Utility Administrator role
            • Asset type management: Utility Administrator role
            • Failure mode management: Utility Administrator or Asset Manager roles
            • Dimension management: Utility Administrator role
            • Deletion permissions: System Administrator role only

            Performance Rules

            • Maximum 1000 asset classes per system
            • Maximum 100 asset types per class
            • Maximum 50 failure modes alreadyper associatedasset with the Asset Type.type
            • EachMaximum item20 indimensions theper listasset must display the Name and Description.type
            • EachSearch itemresults mustlimited haveto an100 Edititems
            • Auto-save Iconevery (opens30 anseconds inline editfor form ordata

            Integration aRules

            • Changes smallto modal)asset andclassifications atrigger Deletenotifications Iconto (promptsasset registry
            • Dimension changes require validation against existing asset data
            • Deletion restrictions based on asset registry references
            • Audit trail maintained for confirmationall beforeclassification removing it from the list).
          changes

      Error Handling

      • Network timeout: 30 seconds for all API calls
      • Graceful degradation if search service unavailable
      • Data corruption prevention through transaction rollbacks
      • User-friendly error messages for all validation failures


      8. Sample Data

      Asset Class: Classes:

      Linear Infrastructure
      • 
├── Description: Continuous network assets like pipelines and cables that extend across geographical areas
├── Asset Type:Types: Pipeline Segment
        • Failure Modes: Leak/Rupture, Blockage/Clog, Structural Collapse/Deformation, Joint Failure, Corrosion, External Damage
      • Asset Type:Segment, Electric Cable Segment
        • Failure

Modes:Control Insulation& Failure,Isolation
Conductor├── Break/OpenDescription: Circuit,Assets Splice/Terminationthat Failure,provide Externaloperational Damage,control, Overheating
      flow regulation, and system isolation
├── Asset Class:Types: Valve, Hydrant

Pumping & Flow Management
      • 
├── Description: Active mechanical systems that move fluids and maintain system pressure
├── Asset Types: Pump, Flow Control Device

Storage & Containment
├── Description: Structures and vessels for storing and managing water, chemicals, and other materials
├── Asset Types: Water Tank, Chemical Storage, Reservoir

Treatment Process Units
├── Description: Specialized equipment for treating and conditioning water and wastewater streams
├── Asset Types: Filter Unit, Chemical Dosing System, Clarifier

      Sample Asset Type: CentrifugalPipeline Pump
      • Segment

      Asset Type: Pipeline Segment
Description: Individual sections of pipeline for transporting water, gas, or oil
Asset Class: Linear Infrastructure

Failure Modes:
├── Leak/Rupture: Corrosion, External Damage, Joint Failure
├── Blockage/Clog: Debris, Sediment, Grease
├── Structural Collapse/Deformation: Age, Soil Movement, External Load

Dimensions:
├── length (Required, Number, m)
├── diameter (Required, Number, mm)
├── material (Required, Dropdown): PVC, Steel, Cast Iron, HDPE
├── installationYear (Number, Year)
├── pressureRating (Number, kPa)
├── coatingType (Text)
├── soilType (Dropdown): Clay, Sand, Rock, Mixed
├── depthBuried (Number, m)

      Sample Asset Type: Pump

      Asset Type: Pump
Description: Mechanical device for moving water through the distribution system
Asset Class: Pumping & Flow Management

Failure Modes:
├── Mechanical Failure: Bearing Failure, Seal Leakage,Wear, Impeller Damage, Shaft Break
├── Electrical Failure: Motor Failure,Burn-out, Cavitation
  • AssetControl Type:System GateFault Valve
    • Failure├── Modes:Performance FailsDegradation: toCavitation, Open,Efficiency FailsLoss toDimensions: Close,├── InternaldutyFlow Leakage,(Required, ExternalNumber, Leakage,L/s) Stem├── Failure

    • dutyHead (Required, Number, m) ├── motorKw (Required, Number, kW) ├── manufacturer (Text) ├── model (Text) ├── serialNumber (Text) ├── installationDate (Date) ├── efficiency (Number, %)

    9. Acceptance Criteria

    1. The system must display a hierarchical view of asset classifications with expandable/collapsible sections
    2. The system must allow thecreation Asset Manager to create aof new Assetasset Classclasses with a unique name and description.description fields
    3. The system must allow theaddition Assetof Managerasset totypes addwithin aexisting newasset Asset Type to a specific Asset Class.classes
    4. The system must enforceprovide failure mode management for each asset type with add/edit/delete capabilities
    5. The system must support dimension configuration with name, type, unit, and required/optional settings
    6. The system must validate that Assetasset Typeclass names are unique across the system
    7. The system must validate that asset type names are unique within their parent Asset Class.class
    8. The system must allowprevent thedeletion Assetof Managerasset toclasses addthat multiple,contain uniqueasset Failure Modes to each Asset Type.types
    9. The system must displayprevent deletion of asset types that have associated assets in the hierarchy in an expandable/collapsible list format.registry
    10. The system must provide search functionality across asset classes, types, and dimensions
    11. The system must support filtering by asset class in the dimensions view
    12. The system must display adimension correctcounts countand offailure childmode itemscounts for each asset type
    13. The system must support different dimension types: text, number, dropdown, date
    14. The system must allow specification of units for numeric dimensions
    15. The system must provide validation for required dimensions during asset creation
    16. The system must maintain audit trails for all classification changes
    17. The system must support export of classification data for reporting purposes
    18. The system must integrate with the asset registry for seamless asset creation
    19. The system must provide role-based access control for classification management
    20. The system must display clear error messages for validation failures with specific field references

    10. Process Changes

    Process Area

    From

    To

    Impact

    Asset ClassRegistration

    Manual (Xentry types)of asset details without standardized fields

    Guided asset creation using predefined classifications and dimensions

    40% reduction in data entry time, 60% improvement in data consistency

    Maintenance Planning

    Generic maintenance schedules without asset-specific considerations

    Failure mode-based maintenance strategies tailored to asset types

    30% improvement in maintenance effectiveness, 25% reduction in unexpected failures

    Asset Data Management

    Inconsistent asset information across departments

    Standardized asset classification with validated dimensions

    80% reduction in data quality issues, 50% improvement in reporting accuracy

    Procurement Processes

    Manual specification gathering for asset replacement

    Automated specification retrieval from asset dimensions

    35% reduction in procurement lead time, 90% accuracy in specification matching

    Failure Analysis

    General failure tracking without categorization

    Systematic failure mode tracking with pattern analysis

    50% improvement in failure prediction accuracy, 40% reduction in repeat failures

    Reporting and Analytics

    Limited asset categorization for meaningful analysis

    Comprehensive classification enabling detailed analytics

    70% improvement in asset performance insights, 60% better capital planning decisions

    New Asset Type (YSetup

    IT department involvement required for system changes

    Self-service configuration by utility administrators

    75% reduction in setup time, 90% reduction in IT dependency

    Cross-Department Coordination

    Different asset naming conventions across departments

    Unified classification system with consistent terminology

    85% reduction in communication errors, 95% improvement in data sharing

    11. Impact from Solving This Problem

    Impact Category

    Metric

    Improvement

    Operational Efficiency

    Asset registration time

    40% reduction through standardized workflows and pre-configured templates

    Data Quality

    Asset data consistency

    80% improvement through enforced validation rules and standardized dimensions

    Maintenance Effectiveness

    Preventive maintenance accuracy

    30% improvement through failure modes).

  • mode-based maintenance strategies

    • TheSystem system mustReliability

    Unexpected allowasset thefailures

    25% reduction through better failure pattern recognition and predictive maintenance

    Resource Utilization

    IT department workload

    75% reduction in configuration requests through self-service capabilities

    Decision Making

    Asset performance insights

    70% improvement through comprehensive classification and analytics

    Cost Management

    Procurement efficiency

    35% reduction in lead times through automated specification retrieval

    Cross-Department Collaboration

    Data sharing accuracy

    95% improvement through unified classification terminology

    Compliance Management

    Regulatory reporting accuracy

    90% improvement through standardized asset categorization

    Strategic Planning

    Capital planning effectiveness

    60% improvement through better asset lifecycle visibility

    12. User Behavior Tracking

    Asset Manager to edit the name and description of any Class, Type, or Failure Mode.
  • The system must allow the Asset Manager to delete any Class, Type, or Failure Mode.
  • The system must prevent the deletion of a Class or Type if it is currently being used by any asset in the Asset Registry.
  • The system must provide a confirmation prompt before any deletion action.
  • The system must allow the user to search for any term across all levels of the hierarchy.
  • The system must allow the user to filter the view to a single Asset Class.
  • The system must correctly display a preview of "Common Failure Modes" under each Asset Type.
  • The system must open the correct modal when an add, edit, or manage button/icon is clicked.
  • The system must ensure all modals can be closed without saving.

    • 10. Process ChangesTracking:

    From: (Current Process)Event

    To: (New Process)Properties

    ImpactInsights AnalysisGoal

    Assets are categorized using a free-text field, leading to widespread inconsistency (e.g., "pump", "pmp", "pumping unit").classification_hierarchy_viewed

    Allasset_class, assetstime_spent, must be assigned an Asset Type from the centrally defined, hierarchical classification system.sections_expanded

    Justification:Understanding Thiswhich enforcesasset standardizationclasses atare themost pointfrequently ofaccessed datafor entry,maintenance eliminating inconsistencies. This can improve reporting accuracy by 100% as all similar assets will now be correctly grouped.planning

    Failure analysis is ad-hoc and based on inconsistent descriptions of what went wrong.failure_mode_analysis_performed

    Maintenanceasset_type, workfailure_modes_reviewed, orders can select a failure from a predefined list of Failure Modes specific to the asset's type.time_spent

    Justification:Identifying Thisasset structurestypes requiring enhanced failure data,mode enabling the Asset Manager to perform reliable analysis on which failure modes are most common for certain asset types, leading to more targeted preventive maintenance.documentation

    Creating reports for specific asset categories requires extensive manual data cleaning and grouping in a spreadsheet.dimension_specifications_accessed

    Reportsasset_type, candimensions_viewed, be generated instantly by filtering on the standardized Asset Class or Asset Type.procurement_context

    Justification:Tracking Thiswhich reducesasset thespecifications timeare most critical for generatingprocurement a category-specific asset report from hours to seconds, a massive efficiency gain for the Asset Manager.

    11. Impact from Solving This Problem

    Metric

    How it Improves

    :white_check_mark: Data Quality & Consistency

    By enforcing a standardized hierarchy, the quality and reliability of the entire asset registry are fundamentally improved, making all downstream analysis trustworthy.decisions

    :white_check_mark: Risk Management Effectivenessasset_classification_exported

    Allowsexport_format, theasset_classes_included, Asset Manager to apply risk models and failure analysis (like FMECA) consistently across entire categories of assets, leading to more accurate risk profiling and better mitigation strategies.

    :white_check_mark: Maintenance Strategy Optimizationuse_case

    EnablesUnderstanding thereporting creation of standardized preventive maintenance plans for specific asset types based on their common failure modes, shifting from a reactive to a proactive maintenance culture.

    :white_check_mark: Strategic Capital Planning

    Provides a clear, structured view of the asset base, allowing the Asset Manager to accurately forecast long-term renewalneeds and replacementmost needsvaluable forclassification different classes of assets.data

    12. User Behavior Tracking

    PrimaryQuestions User Role: Asset ManagerAnswered:

    • Which asset classes require the most maintenance attention?
    • Are failure modes comprehensive enough for predictive maintenance?
    • What asset specifications are most critical for decision-making?
    • How is classification data being used for strategic planning?

    Utility Administrator Tracking:

    Metric/Event Name

    Event Trigger

    Properties Tracked

    QuestionMetrics

    Insights Answered for the Asset ManagerGoal

    Define Asset Classasset_class_created

    Assetclass_name, Managercreation_time, creates or edits an Asset Class.user_id

    actionNumber (create/edit),of asset_class_namenew classes per month

    IsMeasuring thesystem Assetadoption Managerand actively building or refining the top level of the hierarchy?expansion

    Define Asset Typeasset_type_configured

    Assettype_name, Managerparent_class, createsdimensions_count, or edits an Asset Type.failure_modes_count

    actionConfiguration (create/edit),complexity parent_asset_class,and asset_type_namecompleteness

    WhichUnderstanding assetsetup classespatterns areand beingoptimization populated with the most detail? How granular is the classification becoming?opportunities

    Define Failure Modedimension_management_session

    Assetasset_type, Managerdimensions_modified, adds or edits a Failure Mode.session_duration

    actionTime (add/edit),spent parent_asset_type,on failure_mode_countdimension configuration

    IsIdentifying theareas Assetwhere Managertemplates buildingor outautomation thecould failureimprove libraries? Which asset types have the most defined failure modes?efficiency

    Search Hierarchyfailure_mode_updated

    Assetasset_type, Managerfailure_mode, uses the search bar.change_type

    search_termFailure mode maintenance frequency

    What specific classes or types isTracking the Asset Manager looking for? Does this indicate areasevolution of thefailure hierarchymode they are focusing on?definitions

    Filter by Classclassification_search_performed

    Assetsearch_term, Managerresults_found, uses the "Filter by Asset Class" dropdown.action_taken

    selected_asset_classSearch effectiveness and user behavior

    WhichImproving specificsearch assetfunctionality classesand areinformation being reviewed most frequently?architecture

    Delete Hierarchy Itemvalidation_errors_encountered

    Asseterror_type, Managerfield_name, successfully deletes a Class, Type, or Mode.resolution_time

    item_levelData (Class/Type/Mode),quality item_nameand user experience

    IsIdentifying thecommon Assetvalidation Managerissues cleaningand upimproving oruser restructuring the hierarchy? Are they removing unused classifications?guidance

    Questions Answered:

    • How effectively are administrators configuring new asset types?
    • Where do users encounter the most difficulty in setup processes?
    • What are the most common configuration patterns?
    • How can we streamline the administrative workflow?
    • Are validation rules appropriate and helpful?
    • What templates or automation would provide the most value?

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