Multi-role Assignment & Export Options Across Key Modules (SWA001)

Title:
Multi-role Assignment & Export Options Across Key Modules

Client Name:
SWA (U.S. Water Authority)

Date Received:
2025-06-18

Key Customer Requirements and Odin Tickets

The SWA team has provided the following written requirements to support critical operational workflows and integration with their Daffron system:

1. Role-Based Access Control for Admins
   (Odin Ticket #660096)
   SWA requires tenant admins to have the ability to define user access based on roles (e.g., CSO, Billing, Validation Team). This enhances permission control and helps reduce operational risks.
2. Payment Receipt Generation (Downloadable & Printable)
   (Odin Ticket #660097)
   After each successful transaction, a payment receipt should be automatically generated and made downloadable and printable. This is essential for field operations and improves consumer experience.
3. CSO Access to Export Payment & Consumer Data
   (Odin Ticket #660098)
   Customer Service Officers (CSOs) need the ability to export daily records of payments and consumers from the CX module. These records are uploaded into the Daffron system to keep both platforms synchronized.
4. CSV Download for Validated Readings from MX > Validation
   (Odin Ticket #660016)
   To ensure accurate billing in both Smart360 and Daffron, SWA requires the ability to export validated meter readings in CSV format.

Requirement Summary

The client has requested implementation of multi-role user assignment and CSV export functionality for key operational modules: Payments, Consumer Management, and Meter Reading.

Detailed Description

1. Multiple Role Assignment to a User

• Module/Feature Affected: Utility Setup → Invite User
• Requirement:
  • Enable multi-select for both Department and Role fields in the "Add User" form.
  • When a department is selected, only its associated roles should appear for selection.
  • In the User List View, both departments and roles must be displayed as comma-separated values.
• Wireframe Reference:
  User Invite Wireframe

2. Export Option – Payments Page

• Module/Feature Affected: Billing → Payments
• Requirement:
  Add an Export button to download all payment data available in the system.
• Export Fields Required:
  • Receipt No
  • Account No
  • Consumer Name
  • Email
  • Amount
  • Channel
  • Mode
  • Payment Date
  • Payment Created Date
  • Payment Type
  • Status
  • Credit Note (Yes/No)
  • Received By

3. Export Option – Consumer Management Page

• Module/Feature Affected: Consumer → Consumer Management
• Requirement:
  Add an Export button to download all available consumer records.
• Export Fields Required:
  • Account Number
  • Name
  • Email
  • Phone Number
  • Category
  • Subcategory
  • Service Address
  • Billing Address
  • Status
  • Activation Date
  • Plan
  • Current Balance
  • Outstanding Amount
  • VIP Status
  • Utility Services (comma-separated if multiple)

4. Export Option – Meter Reading Page

• Module/Feature Affected: Meter → Meter Reading
• Requirement:
  Add an Export button to download only validated meter readings for accurate billing purposes.

Acceptance Criteria

• Multi-role assignment available in Add User form with dependent role filtering
• User list view shows all selected roles and departments
• Export buttons functional and available on the 3 specified pages
• Exported files contain all specified fields with correct formatting
• Only validated meter readings are exported from Meter Reading module
• All requirements align with Odin Tickets and client priorities