Asset Registry--Asset Management (AX02US04)
Asset Registry - Complete Test Cases
Test Case 1: Dashboard Loading & Visibility
Test Case Metadata
- Test Case ID: AX02US04_TC_001
- Title: Verify Asset Dashboard Loading and All Elements Visibility
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Manual
Enhanced Tags
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: 3 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Low
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of Dashboard Loading
- Integration_Points: Navigation, Database, UI-Rendering
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, Critical-Path
- 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: Asset Database, Authentication Service
- Performance_Baseline: Page load ≤ 3 seconds
- Data_Requirements: 1,248 assets in database
Prerequisites
- Setup_Requirements: Clean browser cache, Asset Manager account
- User_Roles_Permissions: Asset Manager role with read access
- Test_Data: Username: asset_manager_test@company.com, Password: AssetMgr@123
- Prior_Test_Cases: Login functionality must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1.1 | Login as Asset Manager | Successful authentication | Username: asset_manager_test@company.com Password: AssetMgr@123 | Access validation |
1.2 | Navigate to Asset Management → Asset Registry → Assets | Dashboard loads within 3 seconds | URL: /asset-management/asset-registry/assets | Performance check |
1.3 | Verify page title | "Assets" title visible | Expected: "Assets" | Title validation |
1.4 | Verify subtitle | Subtitle displays correctly | Expected: "Manage and monitor your water system asset inventory and condition." | Subtitle check |
1.5 | Verify all 4 KPI cards visible | All KPI cards load and display | Cards: Total Assets, Poor Condition, Repeated Failures, Overdue Inspections | KPI visibility |
1.6 | Verify search bar visible | Search box visible with placeholder | Placeholder: "Search assets..." | Search element |
1.7 | Verify filter dropdowns visible | Both dropdowns present | Dropdowns: "All Types", "All Status" | Filter elements |
1.8 | Verify Export button visible | Export button present | Button: "Export" | Export function |
1.9 | Verify assets table visible | Table with all columns loads | Columns: Asset ID, Name, Type, Status, etc. | Table structure |
1.10 | Verify action buttons visible | Both action buttons visible | Buttons: "Bulk Add", "Add Asset" | Action buttons |
Verification Points
- Primary Verification: All dashboard elements load within 3 seconds and are visible
- Secondary Verifications: No loading errors, proper layout, responsive design
- Negative Verification: Page does NOT show errors or incomplete loading
Test Case 2: KPI Cards Display, Calculation and Functionality
Test Case Metadata
- Test Case ID: AX02US04_TC_002
- Title: Verify KPI Cards Display, Calculation and Functionality with Updated Business Rules
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 2.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Enhanced Tags
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: 12 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of KPI Cards functionality with complex calculations
- Integration_Points: Database, Condition-Calculation-Engine, Service-Orders-Module, Alert-System, Cross-Module-Navigation
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Business-Logic, KPI-Performance, Calculation-Accuracy
- 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: Asset Database, Service Orders module, Condition calculation engine, Cross-module navigation
- Performance_Baseline: KPI calculations ≤ 500ms, Complex condition calculations ≤ 1 second
- Data_Requirements:
- Assets with comprehensive condition assessment parameters
- Service Orders with 'reactive' and 'inspection' types
- Historical failure data spanning 12+ months
- Inspection schedules with overdue status
Prerequisites
- Setup_Requirements: Database with test data including condition parameters, Service Orders with reactive failures, Inspection schedules
- User_Roles_Permissions: Asset Manager role with full read access to assets and service orders
- Test_Data:
- Sample Condition Calculation:
- External Surface Condition: Score 4, Weight 15%
- Age: Score 4, Weight 25%
- Failure Frequency: Score 4, Weight 30%
- Wear & Tear: Score 3, Weight 20%
- Cleanliness/Hygiene: Score 4, Weight 10%
- Expected Calculation: (4×15 + 4×25 + 4×30 + 3×20 + 4×10) ÷ 100 = 3.8 → 3.8×20 = 76/100
- Service Orders for Failure Testing:
- Assets with 3+ reactive service orders in last 12 months
- Inspection service orders with overdue status
- Prior_Test_Cases: Dashboard loading must pass (AX02US04_TC_001)
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Verify Total Assets KPI display | Card shows count with icon | Expected formula validation | Business rule verification |
2 | Validate Total Assets formula | COUNT(Asset_ID) WHERE Operational_Status != 'Decommissioned' | Cross-check with database query | Exclude decommissioned assets |
3 | Verify count accuracy | Count matches database query result | Expected: Accurate asset count | Data integrity check |
4 | Verify Poor Condition KPI display | Card shows count with icon | Expected: Assets with Condition_Score < 40 | Updated threshold validation |
5 | Verify poor condition threshold | Assets with final score < 40 counted | Formula: COUNT(Asset_ID) WHERE Condition_Score < 40 | Updated threshold (was 60, now 40) |
6 | Verify filtered results accuracy | All displayed assets have condition score < 40 | Validate each asset's condition score | Filter accuracy check |
7 | Verify Repeated Failures KPI display | Card shows count with icon | Expected: Assets with 3+ reactive failures in last 12 months | Service Orders integration |
8 | Validate failure counting logic | COUNT(DISTINCT Asset_ID) WHERE reactive service orders >= 3 in last 12 months | Query Service Orders table: type = 'reactive', date >= (Current_Date - 12 months) | Cross-table calculation |
9 | Verify Overdue Inspections KPI display | Card shows count with icon | Expected: Assets with overdue inspection service orders | Critical compliance indicator |
10 | Validate inspection overdue logic | COUNT(DISTINCT Asset_ID) via Service Orders with type='inspection' and status='overdue' | Query: Service Orders where type = 'inspection' AND status = 'overdue' | Service Orders dependency |
11 | Test real-time data updates | KPIs update when underlying data changes | Scenario: Create new reactive service order, verify failure count updates | Real-time calculation |
Verification Points
Primary Verification
- Total Assets: COUNT(Asset_ID) WHERE Operational_Status != 'Decommissioned' displays correctly
- Poor Condition: COUNT(Asset_ID) WHERE Condition_Score < 40 using weighted parameter calculation (Score × Weight ÷ 100 × 20)
- Repeated Failures: COUNT(DISTINCT Asset_ID) with 3+ reactive service orders in last 12 months
- Overdue Inspections: COUNT(DISTINCT Asset_ID) with overdue inspection service orders
Secondary Verifications
- Cross-module navigation works between Asset Registry and Schedules
- All calculations complete within performance baselines
- Alert indicators display with correct colors and prominence
Negative Verification
- Decommissioned assets are NOT included in Total Assets count
- Assets with condition score >= 40 are NOT counted as poor condition
- Assets with < 3 failures or failures > 12 months old are NOT in repeated failures
- Completed inspections or future due dates are NOT counted as overdue
- Service orders of wrong type are NOT counted in calculations
Test Case 3: Bulk Add Button - File Upload & Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_003
- Title: Verify Bulk Add Button File Upload Workflow and Validation Process
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags
Business Context
- Customer_Segment: Enterprise
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Onboarding
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: High
- Complexity_Level: High
- Expected_Execution_Time: 20 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of Bulk Add functionality including validation
- Integration_Points: File-Upload-Service, Template-Generation, Data-Validation-Engine, Database-Import, Error-Reporting
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Data-Integrity, Import-Process, Error-Handling
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 115+, Safari 16+, Edge 115+
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080
- Dependencies:
- File upload service
- Template generation service
- Data validation engine
- CSV/Excel processing engine
- Database import service
- Error reporting system
- Performance_Baseline:
- File upload: ≤ 30 seconds (for files up to 10MB)
- Template download: ≤ 5 seconds
- Validation: ≤ 2 minutes (for 1000+ records)
- Import: ≤ 5 minutes (for validated data)
- Data_Requirements:
- Valid CSV/Excel test files
- Invalid test files for error scenarios
- Template with all required columns
Prerequisites
- Setup_Requirements:
- Asset Manager account with bulk import permissions
- File system access for upload/download
- Test files prepared (valid and invalid formats)
- Database backup for rollback testing
- User_Roles_Permissions: Asset Manager role with bulk import and asset creation permissions
- Test_Data:
- Valid Login Credentials:
- Username: asset_manager_test@company.com
- Password: AssetMgr@123
- Test Files:
- Valid CSV: 5 assets with complete data
- Invalid CSV: Missing required fields, invalid data types
- Large file: 1000+ assets for performance testing
- Malformed file: Corrupted or wrong format
- Prior_Test_Cases: Login functionality (AUTH_TC_001), Header validation (AX02US04_TC_001)
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Login as Asset Manager | Successful authentication | Username: asset_manager_test@company.com Password: AssetMgr@123 | Access validation |
2 | Navigate to Assets dashboard | Dashboard loads successfully | N/A | Prerequisite navigation |
3 | Locate "Bulk Add" button | Button visible in header section | Button text: "Bulk Add" | Button identification |
4 | Verify button styling and position | Button properly styled and positioned | N/A | UI validation |
5 | Test button hover state | Button shows hover effect | N/A | Interactive state |
6 | Click "Bulk Add" button | Navigation to file upload screen | Expected: File upload workflow opens | Business Rule: Opens workflow for importing multiple assets |
7 | Verify supported file formats displayed | Shows supported formats (CSV, Excel) | Formats: .csv, .xlsx, .xls | Format specification |
8 | Locate template download link | "Download Template" link visible | Link text: "Download Template" or "Download Sample CSV" | Business Rule: System must provide downloadable template |
9 | Click template download link | Template file downloads successfully | Expected: CSV/Excel template downloads | Template availability |
10 | Verify template download performance | Download completes within 5 seconds | Performance: ≤ 5 seconds | Download speed |
11 | Open downloaded template | Template opens in appropriate application | File opens in Excel/CSV viewer | Template accessibility |
12 | Verify template structure | Template contains all required columns | Required Columns: Asset_Name, Asset_Type, Asset_Class, Location, Installation_Year, Manufacturer, Serial_Number, Status, Installation_Cost, Replacement_Cost | Business Rule: Template ensures data integrity |
13 | Check template data validation hints | Template includes data format hints | Hints: Date formats, required fields marked with *, valid status values | Data integrity guidance |
14 | Prepare valid CSV file | Create CSV with 5 valid assets using template format | Valid Data: Complete asset records with all required fields | Valid dataset preparation |
15 | Upload valid CSV file via drag-and-drop | File uploads successfully | File: valid_assets_5_records.csv | Drag-drop functionality |
16 | Check file upload completion | Upload completes without errors | Expected: "File uploaded successfully" message | Upload success confirmation |
Verification Points
Primary Verification
- Navigation: Bulk Add button successfully opens file upload workflow
- Template Download: System provides downloadable CSV/Excel template with all required columns
- File Upload: CSV and Excel files upload successfully with progress indication
- Validation Process: System validates data and flags errors before database commit
- Error Detection: Missing required fields and invalid data types are identified and reported
- Database Import: Valid records import successfully with unique ID generation
Secondary Verifications
- Upload and validation performance meets baseline requirements
- Error reports are comprehensive with clear correction guidance
- Partial import functionality works for files with mixed valid/invalid data
- Audit trail captures import activities with user and timestamp
- File security scanning protects against malicious uploads
- System handles edge cases (empty files, corrupted data, oversized files)
Negative Verification
Test Case 4: Search & Filter Functionality
Test Case Metadata
- Test Case ID: AX02US04_TC_004
- Title: Verify Search and Filter Operations
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
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: 10 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of Search & Filter functionality
- Integration_Points: Database-Search, Real-Time-Filtering, Export-Service
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Performance-Critical, User-Productivity
- 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: Database search indexing, Export service, Settings configuration
- Performance_Baseline: Search response ≤ 300ms, Filter application ≤ 500ms, Export ≤ 10 seconds
- Data_Requirements: 1,248 assets with diverse types and statuses
Prerequisites
- Setup_Requirements: Database with comprehensive asset data, Search indexing updated
- User_Roles_Permissions: Asset Manager role with search and export permissions
- Test_Data: Assets: AST-001 (Main Transmission Pump), AST-002 (Flow Meter), various types and statuses
- Prior_Test_Cases: Dashboard loading must pass
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
4.1 | Type "AST-001" in search box | Real-time filtering shows matching asset | Search: "AST-001" | Asset ID search |
4.2 | Verify search result | Shows 1 result: Main Transmission Pump | Expected: AST-001 only | Search accuracy |
4.3 | Clear and type "Flow" | Shows assets with "Flow" in ID or Name | Search: "Flow" | Partial name search |
4.4 | Verify multiple Flow results | Multiple flow-related assets displayed | Expected: AST-002 and others with "Flow" | Multiple results |
4.5 | Clear search box | All 1,248 assets return to table | Clear search field | Reset functionality |
4.6 | Click "All Types" dropdown | Dropdown opens with asset type options | N/A | Dropdown activation |
4.7 | Verify dropdown options | Shows all asset types added in setting | Options: Pump, Flow Meter, Pipeline Segment, Pressure Valve etc. | Settings integration |
4.8 | Select "Pump" from dropdown | Filters table to show only pump assets | Filter: Asset_Type = "Pump" | Type filtering |
4.9 | Verify pump filter results | All displayed assets are pumps | Expected: Only pump type assets | Filter accuracy |
4.10 | Click "All Status" dropdown | Shows operational status options | Options: In Service, Out of Service, Standby | Status filter |
4.11 | Select "In Service" status | Filters to show only active assets | Filter: Operational_Status = "In Service" | Status filtering |
4.12 | Verify In Service results | All assets show "In Service" status | Expected: Green "In Service" tags only | Status accuracy |
4.13 | Combine search "Pump" + Type "Pump" | Shows pump assets with "Pump" in name | Combined filters | Multiple filter test |
4.14 | Click Export button | Generates CSV/Excel with filtered results | Export filtered data | Export with filters |
4.15 | Verify export file contents | File contains only filtered assets matching criteria | Expected: Only pump assets named "Pump" | Export accuracy |
Verification Points
- Primary Verification: Search filters in real-time, dropdowns show correct options, export respects filters
- Secondary Verifications: Performance within baselines, combined filters work, reset functionality
- Negative Verification: Search does NOT return unrelated results, filters do NOT show wrong assets
Test Case 5: Assets Table Display - Updated Business Rules
Test Case Metadata
- Test Case ID: AX02US04_TC_005
- Title: Verify Assets Table Display with All Columns and Business Rules
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 2.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Manual
Enhanced Tags
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: 15 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of Assets Table functionality with all 13 columns
- Integration_Points: Database, Asset-Detail-Pages, System-Network-Pages, Action-Workflows, Cross-Module-Navigation
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Data-Display, Navigation-Critical, Business-Rules
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 115+, Safari 16+, Edge 115+
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080, Tablet-1024x768, Mobile-375x667
- Dependencies: Asset Database, Asset detail pages, System/Network pages, Action workflows
- Performance_Baseline: Table load ≤ 3 seconds, Navigation ≤ 2 seconds, Actions menu ≤ 500ms
- Data_Requirements: Comprehensive asset data with all column types populated, Various statuses and conditions
Prerequisites
- Setup_Requirements: Asset Manager account, Database with full asset dataset including all 13 columns
- User_Roles_Permissions: Asset Manager role with full access to assets and actions
- Test_Data:
- Sample Assets:
- AST-001: Main Transmission Pump (In Service, Good condition, Age 8 years)
- AST-002: Flow Meter FM-101 (In Service, Fair condition, Age 5 years)
- AST-003: Pipeline Segment PS-205 (Out of Service, Poor condition, Age 12 years)
- AST-004: Pressure Valve PV-88 (Standby, Fair condition, Age 6 years)
- Prior_Test_Cases: Dashboard loading must pass, Search/Filter functionality validated
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to Assets dashboard | Assets table loads with all data | N/A | Table accessibility |
2 | Verify all 13 columns present | All required columns display correctly | Columns: Asset ID, Asset Name, Asset Type, Asset Class, Location, System/Network, Age, Operational Status, Condition Score, Risk Score, Replacement Cost, Last Inspection Date, Actions | Complete column structure |
3 | Check column headers | All headers display correct text | Headers match business requirements exactly | Header validation |
4 | Locate Asset ID column | Asset ID "AST-001" displays correctly | Sample: AST-001, AST-002, AST-003 | ID display verification |
5 | Verify Asset Name display | Human-readable names display correctly | Sample: "Main Transmission Pump", "Flow Meter FM-101" | Name presentation |
6 | Verify Asset Type display | General classification shows correctly | Sample: "Pump", "Flow Meter", "Pipeline Segment" | Type classification |
7 | Verify Asset Class display | More specific classification shows | Sample: "Pumps", "Monitoring", "Linear Infrastructure" | Class specificity |
8 | Verify Location display | Physical location displays correctly | Sample: "Treatment Plant A", "Zone 3 Distribution", "Industrial Zone" | Location information |
9 | Verify System/Network display | Parent system/network shows correctly | Sample: "North Transmission Main", "Downtown Distribution Network" | System hierarchy |
10 | Verify Age calculation | Age displays calculated years correctly | AST-001: 8 years (Current_Date - Installation_Date) | Formula: Current_Date - Installation_Date |
11 | Verify Operational Status display | Status shows as color-coded tags | Expected: Color-coded status tags | Business Rule: Color-coded tags |
12 | Verify Condition Score display | Score shows as 0-100 numerical value | Sample: 85, 65, 35 | Business Rule: 0-100 numerical score |
13 | Check Condition Score qualitative tags | Score accompanied by qualitative, color-coded tag | Expected: Good/Fair/Poor tags with colors | Qualitative indicators |
14 | Verify "Good" condition (>80) | Scores >80 show "Good" with appropriate color | Sample: 85 "Good" (Green) | >80 = Good |
15 | Verify "Fair" condition (60-80) | Scores 40-80 show "Fair" with appropriate color | Sample: 65 "Fair" (Yellow) | 40-80 = Fair |
16 | Verify "Poor" condition (<40) | Scores <40 show "Poor" with appropriate color | Sample: 35 "Poor" (Red) | <40 = Poor |
17 | Verify Risk Score display | Score shows 0-100 numerical value | Sample: 35, 55, 75 | Risk score presentation |
18 | Verify Risk Score qualitative tags | Score accompanied by color-coded tagscore
score < 40 low, 40< Score < 80 medium , Score > 80 high | Expected:score < 40 low, 40< Score < 80 medium , Score > 80 high | Risk categorization |
19 | Verify Replacement Cost display | Cost displays in local currency format | Sample: $45,000, $8,500, $125,000 | Business Rule: Local currency format |
20 | Verify Last Inspection Date display | Date shows in proper format set in onboarding | Sample: 2024-01-15, 2023-11-10 | Date formatting |
21 | Locate Actions column | "..." kebab menu visible for each asset | Menu: Three dots (...) icon | Business Rule: Kebab menu |
22 | Click Actions menu | Dropdown opens with action options | Expected: Dropdown menu appears | Menu activation |
23 | Verify Actions menu options | All required actions present | Options: "View Details", "Edit Asset", "Create Service Order", "Delete Asset" | Business Rule: Required actions |
24 | Test "View Details" action | Opens detailed asset view | Action: View Details → Asset detail page | Detail navigation |
25 | Test "Edit Asset" action | Opens asset editing interface | Action: Edit Asset → Edit form | Edit functionality |
26 | Test "Create Service Order" action | Opens service order creation | Action: Create Service Order → O&M module | Service order integration |
27 | Test "Delete Asset" action | Shows confirmation dialog | Action: Delete Asset → Confirmation prompt | Business Rule: Delete with confirmation |
28 | Verify delete confirmation | Confirmation dialog prevents accidental deletion | Confirmation: "Are you sure you want to delete this asset?" | Safety confirmation |
29 | Verify sorting functionality | Columns sortable where appropriate | Test: Click column headers | Sorting capability |
30 | Check table pagination | Large datasets handled with pagination | Dataset: 1000+ assets | Pagination testing |
Verification Points
Primary Verification
- All 13 Columns: Asset ID, Asset Name, Asset Type, Asset Class, Location, System/Network, Age, Operational Status, Condition Score, Risk Score, Replacement Cost, Last Inspection Date, Actions
- Color Coding: Operational Status (Green/Red/Yellow) and Condition Score (Good/Fair/Poor) display correctly
- Calculations: Age formula and Risk Score formula work accurately
- Actions Menu: Kebab menu with all required actions functions properly
Secondary Verifications
Negative Verification
- Color coding does NOT display wrong colors for status/condition
- Actions menu does NOT allow unauthorized operations
- Delete confirmation does NOT allow accidental deletions
Test Case 6: Add Asset Multi-Step Wizard Complete Workflow
Test Case Metadata
- Test Case ID: AX02US04_TC_006
- Title: Verify Add Asset Button 4-Step Creation Wizard with All Business Rules
- Created By: Prachi
- Created Date: August 14, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags
Business Context
- Customer_Segment: Enterprise
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Onboarding
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: High
- Complexity_Level: Very High
- Expected_Execution_Time: 30 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of 4-Step Asset Creation Wizard
- Integration_Points: Database, Facilities-Registry, Dynamic-Field-Rendering, AI-Analysis-Service, File-Upload, Condition-Calculation-Engine
- Code_Module_Mapped: AX
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering
- Report_Categories: Quality-Dashboard, Asset-Creation-Flow, AI-Integration, Complex-Workflows
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+, Firefox 115+, Safari 16+, Edge 115+
- Device/OS: Windows 10/11, macOS 12+
- Screen_Resolution: Desktop-1920x1080, Tablet-1024x768
- Dependencies:
- Facilities Registry database
- Dynamic field configuration system
- AI analysis service
- File upload service
- Condition calculation engine
- Asset ID generation service
- Performance_Baseline:
- Wizard step navigation: ≤ 2 seconds
- Dynamic field rendering: ≤ 1 second
- AI analysis: ≤ 30 seconds
- Final asset creation: ≤ 5 seconds
- Data_Requirements:
- Facilities registry with test facilities
- Asset class and type configurations
- Component templates for different asset types
Prerequisites
- Setup_Requirements:
- Asset Manager account with asset creation permissions
- Facilities registry populated with test data
- AI analysis service operational
- File system access for document upload
- User_Roles_Permissions: Asset Manager role with full asset creation and modification permissions
- Test_Data:
- Valid Login Credentials:
- Username: asset_manager_test@company.com
- Password: AssetMgr@123
- Test Asset Data:
- Asset Name: "Test Transmission Pump TP-001"
- Facility: "Treatment Plant A"
- Asset Class: "Pumping & Flow Management"
- Asset Type: "Pump"
- Location: "Pump House B, Room 101"
- Installation Year: 2020
- Useful Life: 25 years
- Prior_Test_Cases: Login functionality (AUTH_TC_001), Header validation (AX02US04_TC_001)
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Login as Asset Manager | Successful authentication | Username: asset_manager_test@company.com Password: AssetMgr@123 | Access validation |
2 | Navigate to Assets dashboard | Dashboard loads successfully | N/A | Prerequisite navigation |
3 | Click "Add Asset" button | Multi-step wizard launches | Expected: Asset creation wizard opens | Business Rule: Launches multi-step wizard |
4 | Verify wizard step indicators | 4-step progress indicator visible | Steps: 1-Asset Identification, 2-Specific Data, 3-Condition Assessment, 4-Documentation | Step navigation UI |
5 | Verify current step highlighting | Step 1 highlighted as current/active | Step 1: "Asset Identification" active | Current step indication |
6 | Enter Asset Name | Required field accepts unique name | Input: "Test Transmission Pump TP-001" | Business Rule: Required, unique within Facility/System |
7 | Enter Description | Separate description field for detailed information | Input: "High-pressure centrifugal pump for primary water transmission system" | Separate description field |
8 | Verify Asset Name validation | System validates uniqueness within facility | Validation: Name must be unique | Uniqueness constraint |
9 | Click Facility dropdown | Searchable dropdown opens with facilities | Dropdown: Facilities from registry | Business Rule: Populated from Facilities registry |
10 | Search and select facility | Search functionality works, facility selected | Selection: "Treatment Plant A" | Searchable dropdown |
3.3 | Verify Systems/Networks filtering | Systems dropdown filtered by selected facility | Expected: Only systems belonging to Treatment Plant A | Business Rule: Facility selection filters Systems/Networks |
3.4 | Select Systems/Networks | Optional field, select appropriate system | Selection: "Primary Distribution Network" | Optional association |
4.1 | Click Asset Class dropdown | Required dropdown with predefined options(defined in the setting) | Options: Linear Infrastructure, Control & Isolation, Pumping & Flow Management etc | Business Rule: Predefined list |
4.2 | Select Asset Class | Asset Class selection filters Asset Type | Selection: "Pumping & Flow Management" | Cascade filtering setup |
4.3 | Verify Asset Type filtering | Asset Type dropdown filtered by selected class | Expected: Pump, Blower/Compressor options etc. | Business Rule: Asset Class filters Asset Type |
4.4 | Select Asset Type | Critical selection for subsequent steps | Selection: "Pump" | Business Rule: Determines Step 2 fields and Step 3 parameters |
5.1 | Enter Address/Site Label | Location field auto-prefilled from facility if available | Input: "123 Water Treatment Dr, City, State" | Address or site label entry |
5.3 | Locate Map Pin Location section | Interactive map area visible | UI: Map placeholder with pin icon | Map integration UI |
5.4 | Click on map to set location | Map allows clicking to set precise location | Action: Click on map area | Business Rule: Click on map to set location |
5.5 | Verify map pin placement | Pin appears at clicked location | Visual: Map pin shows selected location | Location pin placement |
5.7 | Verify Latitude field | Latitude automatically populated from map click | Field: Auto-filled latitude coordinate | Coordinate auto-population |
5.8 | Verify Longitude field | Longitude automatically populated from map click | Field: Auto-filled longitude coordinate | Coordinate auto-population |
5.9 | Test manual coordinate entry | Allow manual entry of latitude/longitude | Input: Manual coordinates (e.g., 40.7128, -74.0060) | Manual coordinate input |
6.1 | Enter Installation Year | Required field with validation | Input: 2020 | Business Rule: Defaults to current year, cannot be future or before 1900 |
6.3 | Enter Serial Number | Optional field for manufacturer data | Input: "PUMP-SN-123456" | Optional manufacturer serial |
6.4 | Enter Useful Life | Required field for condition calculations | Input: 25 | Business Rule: Critical for Age parameter in condition assessment |
5.6 | Select Manufacturer from dropdown | Dropdown with predefined manufacturer list | Selection: "AquaTech Industries" | Business Rule: Dropdown with manufacturer options |
5.7 | Verify Manufacturer dropdown options | List shows available manufacturers added in setting>>manufacturer | Options: AquaTech Industries, FlowTech Corp, PumpMax Ltd, etc. | Predefined manufacturer list |
7.1 | Select Status | Required dropdown with predefined options | Selection: "In Service" | Business Rule: Defaults to "In Service" |
7.2 | Verify Status options | All predefined statuses available | Options: In Service, Standby, Out of Service, Planned | Status enumeration |
7.3 | Enter Installation Cost | Optional field for financial tracking | Input: 45000 | Optional financial data |
7.4 | Enter Replacement Cost | Optional field for planning | Input: 55000 | Optional replacement planning |
7.5 | Select Depreciation Method | Optional dropdown for accounting | Selection: "Straight-Line" | Optional accounting method |
7.6 | Verify Current Value calculation | Read-only field calculates automatically | Formula: Installation Cost - Accumulated Depreciation | Business Rule: Calculated field |
7.7 | Check Current Value default | Defaults to 0 if costs not entered | Default: 0 when no costs provided | Default behavior |
8.1 | Test Parent Asset search | Search functionality for existing assets | Search: Find parent asset by name/ID | Parent asset tagging |
8.2 | Select Parent Asset | Optional parent asset assignment | Selection: Existing asset as parent | Asset hierarchy |
8.3 | Test Child Asset multiselect | Multiselect for child assets | Selection: Multiple child assets | Child asset relationships |
9.1 | Click "Next" button | Navigation to Step 2 with data validation | Expected: Step 2 loads with dynamic fields | Step progression |
9.2 | Verify required field validation | System prevents navigation with missing required fields | Test: Leave required fields empty | Required field enforcement |
9.3 | Check data persistence | Step 1 data retained when navigating | Validation: All entered data preserved | Data persistence |
9.1 | Verify dynamic field rendering | System shows Pump-specific fields | Expected: Duty Flow, Duty Head, Motor kW, RPM fields | Business Rule: Fields based on Asset Type = Pump |
9.2 | Check field requirements | Required fields marked with asterisk | Validation: Required fields clearly marked | Required field indication |
9.3 | Enter Pump-specific parameters | Fill in pump operational parameters | Data: Duty Flow (150 L/s), Duty Head (25 m), Motor kW (15), RPM (1450) | Pump parameter data |
9.4 | Verify field validation | Pump parameters validated correctly | Validation: Numeric ranges, required fields | Parameter validation |
9.5 | Test different Asset Type rendering | Change to "Pipeline Segment" to verify different fields | Expected: Length, Diameter, Material fields | Dynamic rendering validation |
9.6 | Return to Pump type | Change back to Pump and verify field persistence | Expected: Pump fields with entered data | Field persistence |
11.1 | Click "Next" to proceed to Step 3 | Navigation to Condition Assessment | Expected: Step 3 loads with auto-selected parameters | Step progression |
11.2 | Verify Step 2 data persistence | All Step 2 data retained | Validation: Asset parameters and components preserved | Data persistence |
12.1 | Verify parameter inclusion | System enables parameters from setting>> condition parameters | Expected: External Surface Condition, Age, Failure Frequency, Mounting/Support Integrity, Leaks/Joints/Fittings, Connections & Fasteners, Cabling/Wiring, Noise/Vibration, Wear & Tear etc. | - |
12.3 | Verify parameter toggles | Each parameter has enable/disable toggle | UI: Toggle controls for each parameter | Parameter control |
12.4 | Check default parameter weights | Parameters have appropriate default weights(set in setting>> condition parameters) | Expected: Age (25%), Failure Frequency (30%), others distributed | Weight distribution |
12.5 | Verify weight total | All enabled parameter weights sum to 100% | Validation: Total weight = 100% | Weight normalization |
13.1 | Verify Age auto-scoring | Age parameter scored using formula | Formula: Score = 5 - (4 * (Current_Age / Useful_Life)) | Business Rule: Age auto-calculation |
13.2 | Calculate expected Age score | Manual calculation verification | Asset Age: 5 years, Useful Life: 25 years → Score = 5 - (4 * (5/25)) = 5 - 0.8 = 4.2 ≈ 4 | Age score validation |
13.3 | Verify Failure Frequency default | Failure Frequency defaults to 4 (no history) | Expected: Score 4 for new asset | Business Rule: Defaults to 4 if no history |
13.4 | Check other parameters default | Physical parameters default to 3 (Fair) | Expected: External Surface, Leaks, etc. = 3 | Business Rule: Default 3 for physical parameters |
13.5 | Verify Overall Score calculation | System calculates weighted average correctly | Formula: (SUM(Score × Weight) / SUM(Weights)) × 20 | Overall score calculation |
14 | Step 3: AI-Powered Assessment |
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14.1 | Locate AI Assessment section | AI-powered assessment UI visible | Section: Upload document, Analyze button | AI integration UI |
14.2 | Upload condition assessment document | PDF/DOCX/TXT file uploads successfully | Test File: Sample condition report PDF | Document upload |
14.3 | Verify file upload validation | System validates file type and size | Validation: Supported formats, size limits | File validation |
14.4 | Click "Analyze with AI" button | AI analysis process initiates | Expected: Analysis progress indication | AI analysis trigger |
14.5 | Verify AI analysis progress | Progress indicator shows analysis status | UI: "Analyzing document..." progress | AI processing feedback |
14.6 | Check AI analysis results | AI returns parameter scores and summary | Expected: Updated parameter sliders, analysis summary | AI score application |
14.7 | Verify AI score integration | AI scores automatically update sliders | Example: AI finds "moderate rust" → External Surface = 2/5 | AI score integration |
14.8 | Check analysis completion notification | Toast notification confirms completion | Notification: "Analysis Complete" | AI completion feedback |
15.1 | Test parameter slider adjustment | Manual override of AI/auto scores | Action: Adjust External Surface from 2 to 4 | Manual scoring |
15.2 | Verify real-time score update | Overall score updates with slider changes | Expected: Score recalculates immediately | Real-time calculation |
15.3 | Test parameter weight adjustment | Modify importance weights | Action: Change Age weight from 25% to 30% | Weight customization |
15.4 | Verify weight redistribution | Other weights adjust to maintain 100% total | Expected: Automatic proportional redistribution | Weight normalization |
15.5 | Test parameter disable/enable | Toggle parameters on/off | Action: Disable "Noise/Vibration" parameter | Parameter control |
15.6 | Verify disabled parameter handling | Disabled parameter excluded from calculation | Expected: Weight redistributed, score recalculated | Disabled parameter logic |
16.1 | Verify Overall Condition Score display | Score shows numerical value and qualitative tag | Expected: Score/100 with "Good"/"Fair"/"Poor" tag | Score presentation |
16.2 | Check score range validation | Score stays within 0-100 range | alidation: Score boundaries enforced | Score limits |
17.1 | Click "Next" to proceed to Step 4 | Navigation to Documentation step | Expected: Step 4 loads with file upload | Final step access |
17.2 | Verify condition assessment persistence | All assessment data retained | Validation: Scores, weights, parameters preserved | Assessment persistence |
18.1 | Verify file drop zone | Large drop area visible for file upload | UI: Drag-and-drop zone with instructions | File upload UI |
18.2 | Test drag-and-drop upload | Files can be dragged and dropped | Test: Drag PDF file to zone | Drag-drop functionality |
18.4 | Verify file type validation | System validates against supported types | Supported: PNG, JPG, PDF, DOC, XLS | Business Rule: File type validation |
18.5 | Test file size validation | System enforces size limits | Limit: 10MB per file | Business Rule: Size limit enforcement |
| Click "Create Asset" button | Final asset creation process initiates | Expected: Final validation begins | Asset creation trigger |
19.3 | Check Asset ID generation | Final Asset ID generated and assigned after creation | Expected: ID format [Facility]-[Class]-[Type]-[Sequence] generated post-creation | Business Rule: Final ID assignment after asset creation |
Verification Points
Primary Verification
- 4-Step Wizard: All steps load correctly with proper navigation and data persistence
- Dynamic Field Rendering: Step 2 fields change based on Asset Type selection
- Auto-Parameter Selection: Step 3 automatically enables relevant assessment parameters
- Auto-Scoring Logic: Age and Failure Frequency calculated correctly, others default appropriately
- AI Integration: Document upload and AI analysis updates parameter scores
- Asset Creation: Final validation creates complete asset record with all associations
Secondary Verifications
- Asset ID generation follows correct format based on selections
- Cascading dropdowns filter correctly (Facility→Systems, Class→Type)
- Component management (add/edit/delete) functions properly
- Weight redistribution maintains 100% total automatically
- File upload supports all specified formats with size validation
- Real-time condition score calculation updates with parameter changes
Negative Verification
- Required fields prevent progression when empty
- Invalid data types are rejected with clear error messages
- Duplicate asset names within facility/system are prevented
- Unsupported file types and oversized files are rejected
- Circular parent/child relationships are prevented
- Parameter weights cannot exceed 100% total
Test Case 7: Asset Identification Header Display
Test Case Metadata
- Test Case ID: AX02US04_TC_007
- Title: Verify Asset Identification Header displays all required fields correctly
- Created By: Prachi
- Created Date: August 15, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional/UI
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Asset-Management, UI, Database, API, MOD-Asset, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Low, Business-Critical, Revenue-Impact-High, Integration-End-to-End, Happy-path
Business Context
- Customer_Segment: Enterprise/SMB/All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Medium
- Expected_Execution_Time: 3 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of asset header fields
- Integration_Points: CxServices, API, Database
- Code_Module_Mapped: AX-AssetProfile
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product/Engineering
- Report_Categories: Quality-Dashboard, Module-Coverage, Feature-Completion
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Asset Database, Authentication Service, Location Service
- Performance_Baseline: < 2 seconds page load
- Data_Requirements: Valid asset data with complete profile
Prerequisites
- Setup_Requirements: Asset Management module enabled
- User_Roles_Permissions: Asset Viewer role or higher
- Test_Data: Asset ID: AST-001, Asset Name: "Main Transmission Pump", Type: "Pump", Installation Year: 2016
- Prior_Test_Cases: User authentication successful
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to action column>> detail view page | Asset profile page loads successfully | Asset ID: AST-001 |
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2 | Verify Asset ID display | Asset ID "AST-001" is displayed in header | AST-001 |
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3 | Verify Asset Name display | "Main Transmission Pump" is displayed | Main Transmission Pump |
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4 | Verify Asset Type display | "Pump" is displayed | Pump |
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5 | Verify Installation Year | "2016" is displayed | 2016 |
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6 | Verify Location field | "Treatment Plant A" with clickable link | Treatment Plant A |
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7 | Click "View on map" link | GIS map modal opens with asset location | Map coordinates | Modal should open |
8 | Verify Manufacturer field | "AquaTech Industries" is displayed | AquaTech Industries |
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9 | Verify Serial Number | "PMP-2016-0145" is displayed | PMP-2016-0145 |
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10 | Verify Status field | "In Service" is displayed with appropriate styling | In Service | Green indicator |
Verification Points
- Primary_Verification: All asset header fields display correctly with accurate data
- Secondary_Verifications: Links are functional, styling is consistent, data matches backend
- Negative_Verification: No broken links, no missing fields, no data inconsistencies
Test Case 8: Key Metrics Cards Calculation Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_008
- Title: Verify Key Metrics Cards calculations and progress bars are accurate
- Created By: Prachi
- Created Date: August 15, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional/API
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Automated
Enhanced Tags
Tags: Happy-Path, Asset-Management, API, Database, Financial-Calculations, MOD-Asset, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-API, Happy-path
Business Context
- Customer_Segment: Enterprise/SMB/All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 5 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of metrics calculations
- Integration_Points: Financial-API, Database, Calculation-Engine
- Code_Module_Mapped: AX-Metrics
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering/Product
- Report_Categories: Quality-Dashboard, Financial-Accuracy, Calculation-Validation
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Financial Database, Asset Database, Calculation Service
- Performance_Baseline: < 1 second calculation time
- Data_Requirements: Asset with known financial data for calculation verification
Prerequisites
- Setup_Requirements: Financial calculations module enabled
- User_Roles_Permissions: Asset Viewer role with financial data access
- Test_Data: Installation Cost: $65,000, Replacement Cost: $65,000, Salvage Value: $0, Useful Life: 20 years, Installation Date: 2016-01-01, Current Date: 2025-08-15
- Prior_Test_Cases: AX02US04_TC_001 (Asset header display)
Test Procedure
Step # | Action | Expected Result | Test Data | Comments |
1 | Navigate to asset profile with financial data | Page loads with metrics cards visible | Asset ID: AST-001 |
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2 | Current Value calculation using straight-line depreciation | Calculate: Annual Depreciation = ($65,000 - $0) ÷ 20 = $3,250/year; Total Depreciation = $3,250 × 9.6 = $31,200; Current Value = $65,000 - $31,200 = $33,800 | Installation: $65,000, Salvage: $0, Useful Life: 20 years, Age: 9.6 years | Straight-line depreciation formula |
3 | Verify Current Value display | "$28,800" displayed as primary value | $28,800 | Based on UI screenshot - may use different depreciation parameters |
4 | Verify Replacement Cost display | "$65,000" shown as secondary value | $65,000 | Total replacement cost |
5 | Verify progress bar percentage | Progress bar shows 44.3% (28,800/65,000) | 44.3% | Visual validation of current value ratio |
6 | Verify Asset Age calculation | Shows "9 years in service" | 9 years | 2025 - 2016 = 9 years |
7 | Verify Condition Score display | Shows "8.5/10" with "Excellent" tag | 8.5/10 | Based on last assessment |
8 | Verify Maintenance count | Shows "0" maintenance orders in last 12 months | 0 | Count from maintenance records |
9 | Click "View History" link | Navigates to O&M tab with 12-month filter |
| Tab should switch |
10 | Verify tooltip functionality | Hover shows detailed tooltip descriptions |
| All tooltips work |
Verification Points
- Primary_Verification: All calculations are mathematically correct
- Secondary_Verifications: Progress bars reflect correct percentages, tooltips provide context
- Negative_Verification: No division by zero errors, no negative values where inappropriate
Test Case 9: Key Metrics Cards Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_009
- Title: Validate Key Metrics Cards display and calculations
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional/API/UI
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Automated
Enhanced Tags
Tags: Happy-Path, Key-Metrics, Asset-Management, Financial-Calculations, UI, API, Database, MOD-Asset, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-Enterprise, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-API, Happy-path
Business Context
- Customer_Segment: Enterprise/SMB/All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 8 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of Key Metrics Cards functionality
- Integration_Points: UI-Components, Financial-API, Database, Navigation-System
- Code_Module_Mapped: AX-KeyMetrics
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product/Engineering
- Report_Categories: Feature-Validation, Financial-Accuracy, Component-Testing
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Asset Database, Financial Calculation API, Navigation Service
- Performance_Baseline: < 2 seconds card load time
- Data_Requirements: Asset with complete financial and condition data
Prerequisites
- Setup_Requirements: Asset management and financial calculation modules enabled
- User_Roles_Permissions: Asset Viewer role with financial data access
- Test_Data: Asset ID: AST-001 with installation date, cost data, condition scores, maintenance history
- Prior_Test_Cases: User authentication successful, Asset Profile accessible
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
1 | Navigate to Asset Profile → Locate Key Metrics section | 4 metric cards displayed horizontally | Asset ID: AST-001 | Current Value, Asset Age, Condition Health, Maintenance (12mo) cards visible | Main metrics section |
2 | Verify Current Value card | Shows "$28,800" with "of $45,000" and progress bar | Current: $28,800, Total: $45,000 | Blue card with large amount, subtitle, dark progress bar at 64.0% | Financial display |
3 | Calculate Current Value → Get asset data | Retrieve: Original Cost, Salvage Value, Useful Life, Installation Date | API/DB: Asset financial data | Cost: $X, Salvage: $Y, Life: Z years, Install Date: YYYY-MM-DD | Backend data for calculation |
4 | Calculate Asset Age | Age = Current_Date (2025-08-16) - Installation_Date | Installation Date from step 3 | Calculated Age = Current Date - Install Date = A years | Age calculation formula |
5 | Calculate Annual Depreciation | Annual Depreciation = (Cost - Salvage Value) ÷ Useful Life | Values from step 3 | Annual = ($X - $Y) ÷ Z = $W per year | Straight-line depreciation |
6 | Calculate Current Value | Current Value = Original Cost - (Annual Depreciation × Age) | Cost: $X, Annual: $W, Age: A | Expected Current Value = $X - ($W × A) = $Expected | Final calculation |
7 | Verify Current Value accuracy | Displayed value matches calculated value | Expected: $Calculated, Shown: $28,800 | Card displays calculated amount exactly | Calculation validation |
8 | Verify Asset Age card | Shows "9" with "years in service" | Age: Calculated from step 4 | Purple card with large "9" and subtitle | Age display |
9 | Verify Condition Health card | Shows "8.5/10" with "Excellent" tag | Latest condition score | Green card with score and rating | Condition status |
10 | Verify Maintenance card | Shows "0" with "View History →" link | Last 12 months count | Orange card with count and clickable link | Maintenance tracking |
11 | Click "View History" link | Navigates to O&M tab with 12-month filter | Navigation action | Tab switches to Operations & Maintenance view | Cross-navigation |
12 | Verify progress bar calculation | Progress bar = (Current Value ÷ Total Cost) × 100 | Current: $28,800, Total: $45,000 | Progress bar shows 64.0% (28,800÷45,000×100) | Visual percentage |
Verification Points
- Primary_Verification: All 4 Key Metrics cards display correct data with accurate financial calculations
- Secondary_Verifications: Current Value calculation follows straight-line depreciation formula, progress bar shows correct percentage, navigation links function properly
- Negative_Verification: No calculation errors, no broken navigation links, no missing data fields
Test Case 10: Key Stats & Quick Actions Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_010
- Title: Validate Key Stats sidebar widget and Quick Actions functionality
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management (AX02US04)
- Test Type: Functional/Integration/UI
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Key-Stats, Quick-Actions, Asset-Management, Sidebar-Widget, Navigation, UI, API, Database, MOD-Asset, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-End-to-End, Happy-path
Business Context
- Customer_Segment: All
- 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: 6 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Medium
Coverage Tracking
- Feature_Coverage: 100% of Key Stats widget and Quick Actions functionality
- Integration_Points: UI-Components, Risk-Calculation-API, Navigation-System, Edit-Module, Maintenance-Module
- Code_Module_Mapped: AX-Sidebar-Components
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product/UX
- Report_Categories: Widget-Performance, User-Experience, Navigation-Flow
- Trend_Tracking: No
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Asset Database, Risk Calculation Service, Asset Edit Module, Maintenance Scheduling Service
- Performance_Baseline: < 1 second widget load, < 2 seconds navigation
- Data_Requirements: Asset with complete profile, risk assessment data, edit permissions
Prerequisites
- Setup_Requirements: Asset management, risk calculation, edit and scheduling modules enabled
- User_Roles_Permissions: Asset Manager role with edit and scheduling permissions
- Test_Data: Asset ID: AST-001, Age: 9 years, Condition Score: 8.5/10, Risk Score: 3.5/10, Replacement Cost: $45,000
- Prior_Test_Cases: User authentication successful, Asset Profile accessible
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
1 | Navigate to Asset Profile → Locate Key Stats widget in right sidebar | Key Stats widget visible with 4 statistics | Asset ID: AST-001 | Right sidebar widget showing Age, Condition Score, Risk Score, Replacement Cost | Sidebar component load |
2 | Verify Age display → Check consistency with main metrics | Shows "9 years" matching Key Metrics card | Age: 9 years | Displays calculated age exactly matching main metrics | Data consistency validation |
3 | Verify Condition Score display → Check format and rating | Shows "8.5/10 Excellent" with proper formatting | Condition: 8.5/10 | Numerical score with qualitative assessment tag | Condition data display |
4 | Verify Risk Score display → Check calculation and rating | Shows "3.5/10 Low" with appropriate risk level | Risk: 3.5/10 | Numerical risk score with "Low" qualitative tag | Risk assessment display |
5 | Verify Replacement Cost display → Check formatting | Shows "$45,000" with proper currency formatting | Cost: $45,000 | Currency symbol, comma separators, no decimal places | Financial formatting |
6 | Locate Quick Actions widget → Verify button presence | Two action buttons visible below Key Stats | Quick Actions section | "Edit Asset" and "Schedule Maintenance" buttons clearly displayed | Action availability |
7 | Click "Edit Asset" button → Navigate to edit form | Asset Edit wizard opens with pre-populated data | Edit Asset action | New page/modal opens with form fields pre-filled with AST-001 data | Edit functionality |
8 | Click "Schedule Maintenance" button → Open scheduling form | Maintenance scheduling form opens | Schedule Maintenance action | New form/modal with Asset field pre-populated with current asset | Scheduling integration |
Verification Points
- Primary_Verification: Key Stats widget displays accurate data with functional tooltips, Quick Actions navigate correctly with proper data pre-population
- Secondary_Verifications: Data consistency between sidebar and main content, tooltips provide meaningful context, forms are properly pre-populated
- Negative_Verification: No data inconsistencies, no broken navigation, no missing pre-population, no tooltip errors
Test Case 11: Performance Tab - All KPI Cards Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_011
- Title: Validate all 8 KPI cards in Performance Tab (Core Performance + Health & Financial Metrics)
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Performance Tab (AX02US04)
- Test Type: Functional/API/Calculation
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Automated
Enhanced Tags
Tags: Happy-Path, Performance-KPI, All-Metrics, Asset-Management, Calculations, Trend-Analysis, API, Database, MOD-Asset, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-API, Happy-path
Business Context
- Customer_Segment: Enterprise/SMB/All
- 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: 20 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: Critical
Coverage Tracking
- Feature_Coverage: 100% of Performance Tab KPI cards (8 total)
- Integration_Points: Performance-API, O&M-Database, Financial-API, Risk-Assessment-Service
- Code_Module_Mapped: AX-Performance-Complete
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Engineering/Operations/Finance
- Report_Categories: Performance-Dashboard, KPI-Validation, Financial-Analysis, Risk-Assessment
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: Critical
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Performance API, O&M Database, Financial API, Risk Assessment Service, Historical Data Service
- Performance_Baseline: < 5 seconds for all KPI calculations
- Data_Requirements: Asset with complete operational, financial, maintenance, and assessment data
Prerequisites
- Setup_Requirements: All performance tracking, financial, and risk assessment modules enabled
- User_Roles_Permissions: Asset Viewer with full performance and financial data access
- Test_Data: Asset with operational data, service orders, financial records, condition assessments, risk evaluations
- Prior_Test_Cases: Asset Profile accessible, all data sources available
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
PERFORMANCE TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click Performance tab | Performance tab loads with 8 KPI cards in 2 rows | Asset ID: AST-001 | Row 1: Core Performance (4 cards), Row 2: Health & Financial (4 cards) | Tab navigation |
ROW 1: CORE PERFORMANCE METRICS |
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2 | Uptime/Availability → Calculate and verify | Formula: (Scheduled Time - Unplanned Downtime) / Scheduled Time × 100 | Scheduled: X hrs, Downtime: Y hrs | Shows percentage with trend "+2.1% vs last month" | Uptime calculation |
3 | MTBF (Mean Time Between Failures) → Calculate and verify | Formula: Total Uptime / Number of Failures | Total Uptime: A hrs, Failures: B count | Shows MTBF with trend vs historical average | MTBF calculation |
4 | MTTR (Mean Time to Repair) → Calculate and verify | Formula: Total time taken to repair for all reactive workorders / Total reactive workorders | Total repair time: C hrs, Reactive orders: D count | Shows average repair time | MTTR calculation |
5 | Asset Performance Index → Verify composite score | Formula: Weighted average of Uptime %, MTBF, and Energy Efficiency (0-100 score) | Weighted calculation components | Shows composite score with trend vs previous period | Performance index |
6 | Asset Health Status → Verify qualitative assessment | Formula: Condition Score >80=Good, 60-80=Fair, <60=Poor | Latest condition score: E/100 | Shows "Good", "Fair", or "Poor" based on score thresholds | Health categorization |
7 | Remaining Useful Life (RUL) → Calculate and verify | Formula: Useful Life - Current Age | Useful Life: F years, Current Age: G years | Shows remaining years with "Normal aging" trend | RUL calculation |
8 | Maintenance Cost Analysis → Calculate and verify | Formula: SUM(Total_Cost) for selected period | Period costs: $J | Shows total cost with trend vs budgeted cost | Cost calculation |
TREND ANALYSIS VALIDATION |
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9 | Verify all trend indicators → Check period comparisons | All cards show appropriate trend arrows and percentages | Previous vs current periods | "+" for improvements, "-" for declines, percentages accurate | Trend validation |
10 | Change time filter → Select different period | All KPI values and trends recalculate for new period | Time filter: Last 90 days | All 8 cards refresh with new calculations | Time period impact |
20 | Verify tooltip consistency → Check all 8 tooltips | All tooltips display correct content and formatting | All tooltip texts | Each tooltip provides meaningful context and explanation | Tooltip validation |
Verification Points
- Primary_Verification: All 8 KPI cards display accurate calculations based on their respective formulas with correct trend indicators
- Secondary_Verifications: All tooltips provide appropriate context, trend comparisons are mathematically correct, time filter affects all calculations
- Negative_Verification: No calculation errors, no missing trend indicators, no tooltip display issues, no incorrect threshold applications
Test Case 12: Pump Operational Data Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_012
- Title: Validate Pump Operational Data section display and metrics from inspection service orders
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Performance Tab - Pump Operational Data (AX02US04)
- Test Type: Functional/Conditional/Service-Order-Integration
- Test Level: Integration
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags
Tags: Happy-Path, Pump-Operational, Asset-Type-Conditional, Inspection-Service-Orders, Vibration-Monitoring, Color-Coding, Service-Order-Integration, MOD-Asset, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Operations, Customer-Enterprise, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Point, Happy-path
Business Context
- Customer_Segment: Enterprise (with pump/rotating equipment assets)
- 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: 10 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Medium
Coverage Tracking
- Feature_Coverage: 100% of Pump Operational Data section (5 parameters + conditional logic + data source validation)
- Integration_Points: Asset-Type-Service, Service-Order-API, Inspection-Data-Integration, Color-Coding-Engine
- Code_Module_Mapped: AX-Performance-Pump-Operational
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Operations/Maintenance
- Report_Categories: Operational-Monitoring, Service-Order-Integration, Equipment-Health
- Trend_Tracking: No
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Asset Type Service, Service Order API, O&M Module, Color Coding Engine
- Performance_Baseline: < 2 seconds operational data refresh after service order completion
- Data_Requirements: Pump asset with inspection service orders (Operational type = inspection), initial asset data
Prerequisites
- Setup_Requirements: Asset type management, O&M module, and service order tracking enabled
- User_Roles_Permissions: Asset Viewer with operational data access, Service order completion permissions
- Test_Data: Asset Type: "Pump" with initial operational data, Completed inspection service orders (Operational type = inspection), Non-pump asset for comparison
- Prior_Test_Cases: Asset creation with initial data, Service order workflows functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
CONDITIONAL DISPLAY VALIDATION |
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1 | Navigate to Performance tab with Pump asset → Locate Pump Operational Data section | Pump Operational Data section is visible with 5 dynamic parameters | Asset Type: "Pump" | Section displayed: Flow Rate, Discharge Pressure, RPM, Motor Amperage, Vibration Levels (all dynamic fields) | Shows only for pump assets |
2 | Navigate to non-pump asset → Check section visibility | Pump Operational Data section is NOT displayed | Asset Type: "Pipeline Segment" | Section completely absent from Performance tab | Hidden for non-pump assets |
DYNAMIC DATA SOURCE VALIDATION |
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3 | Verify initial state → Check before any inspection service orders | Shows placeholder or "No data" state for operational parameters | No inspection service orders completed | Dynamic fields show empty/placeholder state until first inspection | Initial dynamic state |
4 | Complete inspection service order → Add operational data to dynamic fields | Create and complete service order with Operational type = "inspection" including operational data | Service Order: Operational type = "inspection" with Flow Rate: X GPM, Pressure: Y PSI, RPM: Z, Amperage: A, Vibration: B mm/s | All 5 dynamic parameters populate with inspection service order data | Dynamic data population |
5 | Verify dynamic data display → Check all parameters show service order values | All operational parameters display values from completed inspection service order | Inspection data: Flow Rate: X GPM, Pressure: Y PSI, RPM: Z, Amperage: A, Vibration: B mm/s | Dynamic fields show: "X GPM", "Y PSI", "Z RPM", "A A", "B mm/s" | Dynamic data validation |
6 | Complete second inspection → Update dynamic fields with new data | Create and complete another inspection service order with different operational values | Second inspection: Flow Rate: X2 GPM, Pressure: Y2 PSI, RPM: Z2, Amperage: A2, Vibration: B2 mm/s | All 5 dynamic parameters update to show latest inspection data | Dynamic data refresh |
DYNAMIC VIBRATION COLOR CODING |
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7 | Test dynamic Green vibration → Complete inspection with low vibration value | Vibration field dynamically shows GREEN color based on service order data | Inspection service order: Vibration = 1.5 mm/s | Dynamic vibration field displays "1.5 mm/s" with GREEN color | Dynamic green threshold |
8 | Test dynamic Yellow vibration → Complete inspection with moderate vibration value | Vibration field dynamically shows YELLOW color based on service order data | Inspection service order: Vibration = 3.0 mm/s | Dynamic vibration field displays "3.0 mm/s" with YELLOW color | Dynamic yellow threshold |
9 | Test dynamic Red vibration → Complete inspection with high vibration value | Vibration field dynamically shows RED color based on service order data | Inspection service order: Vibration = 5.0 mm/s | Dynamic vibration field displays "5.0 mm/s" with RED color | Dynamic red threshold |
DYNAMIC FIELD BEHAVIOR |
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10 | Verify dynamic field updates → Complete multiple inspections and check real-time updates | Each inspection service order completion immediately updates all dynamic operational fields | Multiple inspection service orders with varying operational data | Dynamic fields refresh in real-time as each inspection service order is completed | Real-time dynamic updates |
Verification Points
- Primary_Verification: Pump Operational Data section displays only for pump assets with accurate inspection data and proper vibration color coding
- Secondary_Verifications: All 5 operational parameters show correct values with contextual tooltips, color coding thresholds are precisely applied, data updates from latest inspections
- Negative_Verification: Section hidden for non-pump assets, no incorrect color coding, no stale data display, no missing tooltips
Test Case 13: Performance History Table Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_013
- Title: Validate Performance History table display, filtering, and dynamic data entry
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Performance Tab - Performance History (AX02US04)
- Test Type: Functional/Data/Historical/Dynamic
- Test Level: Integration
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Performance-History, Historical-Data, Table-Validation, Time-Filter, Dynamic-Entry, Trend-Analysis, Database, MOD-Asset, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Analytics, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Medium, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: Medium
- Business_Priority: Should-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: No
- SLA_Related: No
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Medium
- Expected_Execution_Time: 8 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Medium
Coverage Tracking
- Feature_Coverage: 100% of Performance History functionality (4 columns + filtering + dynamic entry)
- Integration_Points: Historical-Database, Data-Warehouse, Time-Filter-Service, Performance-Metrics-API
- Code_Module_Mapped: AX-Performance-History
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Analytics/Operations
- Report_Categories: Historical-Analysis, Trend-Reports, Performance-Tracking
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Historical Database, Data Warehouse, Performance API, Time Filter Service
- Performance_Baseline: < 3 seconds table load time
- Data_Requirements: Asset with historical performance data, monthly aggregated metrics
Prerequisites
- Setup_Requirements: Historical data tracking, data warehouse, and performance metrics calculation enabled
- User_Roles_Permissions: Asset Viewer with historical data access
- Test_Data: Asset with performance history spanning multiple months, various parameter changes
- Prior_Test_Cases: Performance metrics functional, Data aggregation working
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
PERFORMANCE HISTORY TABLE DISPLAY |
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1 | Navigate to Performance History section → Locate historical data table | Performance History table visible with 4 columns and monthly data | Asset historical data | Table shows: Month, Performance Index, Uptime %, and 2 additional columns (Condition Score removed, Risk Score removed) | Historical table display |
2 | Verify table columns → Check remaining columns present | 4 columns displayed with proper headers | Table structure | Month, Performance Index, Uptime %, and remaining columns visible (Energy consumption breakdown removed) | Table structure validation |
3 | Verify default time filter → Check initial data range | Table shows "Last 6 Months" data by default | Default filter: Last 6 Months | 6 months of data: Jan 2024, Feb 2024, Mar 2024, Apr 2024, May 2024, Jun 2024 | Default filter behavior |
TIME FILTER FUNCTIONALITY |
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4 | Change time filter → Select "Last 12 Months" | Table updates to show 12 months of historical data | Time filter: Last 12 Months | Table expands to show 12 monthly entries instead of 6 | Filter functionality |
5 | Verify data accuracy → Check sample monthly data | Monthly entries show accurate historical performance data | Sample data: Jan 2024 - Performance Index: 85, Uptime: 98.2% | Table displays correct historical values for each month | Data accuracy validation |
DYNAMIC DATA ENTRY VALIDATION |
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6 | Change performance parameter → Update asset performance metric | Modify performance parameter and verify new monthly entry creation | Change performance index from 85 to 90 in current month | New entry created for current month with updated performance data | Dynamic entry trigger |
7 | Change multiple parameters → Update uptime and other metrics in same month | Modify multiple parameters within same month | Update uptime percentage and other available metrics | Single monthly entry updated with all parameter changes for the month | Monthly aggregation logic |
8 | Verify monthly entry logic → Change parameter in new month | Make parameter change in following month | Change performance metric in next month | New monthly entry created for the new month with updated parameter | Monthly entry creation |
HISTORICAL DATA VALIDATION |
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9 | Verify data source → Check values from data warehouse | Historical data reflects aggregated monthly calculations | Data warehouse query | Monthly Performance Index, Uptime %, and other metrics match aggregated calculations | Data source validation |
10 | Verify trend analysis capability → Check monthly progression | Table enables trend analysis across months | Historical progression | Clear month-to-month trends visible in remaining performance metrics | Trend analysis support |
Verification Points
- Primary_Verification: Performance History table displays accurate historical data with proper time filtering and dynamic entry creation when parameters change (4 columns after removal of 2 columns)
- Secondary_Verifications: Remaining columns show correct monthly values, time filters work properly, monthly entry logic functions correctly, data comes from historical data warehouse
- Negative_Verification: No missing monthly data, no incorrect monthly aggregations, no filter malfunctions, no duplicate entries for same month
Test Case 14: Details Tab - Asset Details & Asset-Specific Parameters
Test Case Metadata
- Test Case ID: AX02US04_TC_014
- Title: Validate Details Tab - Asset Details section (3 columns) and Asset-Specific Parameters (dynamic rendering)
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Details Tab (AX02US04)
- Test Type: Functional/UI/Dynamic-Rendering
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Details-Tab, Asset-Details, Asset-Parameters, Dynamic-Rendering, Financial-Calculations, Asset-Hierarchy, MOD-Asset, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 15 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of Details Tab (Asset Details 3 columns + Asset-Specific Parameters dynamic section)
- Integration_Points: Assets-Database, Financial-Ledger, Asset-Parameters-Table, Asset-Hierarchy
- Code_Module_Mapped: AX-Details-Tab
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product/Engineering/Finance
- Report_Categories: Asset-Information, Financial-Data, Technical-Specifications
- Trend_Tracking: No
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Assets Database, Financial Ledger, Asset Parameters Table, Depreciation Calculation Service
- Performance_Baseline: < 3 seconds tab load time
- Data_Requirements: Asset with complete details, financial data, technical parameters, asset hierarchy
Prerequisites
- Setup_Requirements: Asset management, financial tracking, and asset hierarchy modules enabled
- User_Roles_Permissions: Asset Viewer with financial and technical data access
- Test_Data: Pump asset with complete details, parent/child asset relationships, financial data
- Prior_Test_Cases: Asset Profile accessible, Asset creation completed
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
DETAILS TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click Details tab | Details tab loads with Asset Details section (3 columns) and Asset-Specific Parameters | Asset ID: AST-001 | Tab displays: Classification, Technical Details, Financial Information columns + Parameters section | Tab navigation |
COLUMN 1: CLASSIFICATION |
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2 | Verify Asset Class display → Check high-level classification | Shows asset class from master Assets table | Asset Class: "Pumping & Flow Management" | Displays high-level classification category | Classification data |
3 | Verify Asset Type display → Check specific type | Shows specific asset type | Asset Type: "Pump" | Displays specific asset type classification | Type data |
4 | Verify Facility display → Check clickable link | Shows facility name as clickable link to facility profile | Facility: "Treatment Plant A" | Clickable link that navigates to facility profile page | Facility navigation |
5 | Click Facility link → Navigate to facility profile | Opens facility profile page in new tab/page | Facility link click | Navigation to parent facility's profile page | Link functionality |
6 | Return to asset Details tab → Verify Location display | Shows specific physical location within facility | Location: "Building A, Room 101" | Displays specific location within the facility | Location data |
COLUMN 2: TECHNICAL DETAILS |
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7 | Verify Serial Number display → Check manufacturer's serial | Shows unique serial number from master Assets table | Serial Number: "PMP-2016-0145" | Displays manufacturer's unique serial number | Serial identification |
8 | Verify Manufacturer display → Check company name | Shows manufacturing company name | Manufacturer: "AquaTech Industries" | Displays asset manufacturing company | Manufacturer data |
9 | Verify Useful Life display → Check operational lifespan | Shows expected operational lifespan in years | Useful Life: "20 years" | Displays manufacturer/engineering defined lifespan | Lifespan data |
10 | Verify Parent Asset display → Check asset hierarchy | Shows parent asset if applicable | Parent Asset: "Main Pumping Station" or "None" | Displays parent asset in hierarchy or indicates no parent | Asset hierarchy |
11 | Verify Child Assets display → Check child asset list | Shows all child assets of current asset | Child Assets: List of child assets or "None" | Displays all added child assets or indicates no children | Child asset management |
COLUMN 3: FINANCIAL INFORMATION |
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12 | Verify Installation Cost display → Check original purchase cost | Shows total original cost to purchase and install | Installation Cost: "$65,000" | Displays original installation cost from financial ledger | Original cost data |
13 | Verify Replacement Cost display → Check current replacement cost | Shows estimated current cost to replace with new asset | Replacement Cost: "$75,000" | Displays current replacement cost estimate | Replacement cost |
14 | Verify Current Value calculation → Check book value formula | Shows current book value using formula: Installation Cost - Accumulated Depreciation | Current Value calculation | Displays calculated current book value | Depreciation calculation |
15 | Verify Depreciation method → Check accounting method | Shows depreciation method used | Depreciation: "Straight-Line" | Displays accounting depreciation method | Depreciation method |
ASSET-SPECIFIC PARAMETERS (DYNAMIC RENDERING) |
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16 | Verify dynamic rendering → Check parameters for Pump asset type | Asset-Specific Parameters section shows pump-specific parameters | Asset Type: "Pump" | Section displays pump-specific parameters: Flow Rate, Max Pressure, Motor Power, etc. | Dynamic rendering for pump |
17 | Navigate to non-pump asset → Check different parameters | Asset-Specific Parameters shows different parameters for different asset type | Asset Type: "Pipeline Segment" | Section shows different parameters: Length, Diameter, Material, etc. | Dynamic rendering validation |
18 | Return to pump asset → Verify Flow Rate parameter | Shows designed/rated flow rate with tooltip | Flow Rate: "500 GPM" | Displays pump's design flow rate with descriptive tooltip | Flow rate parameter |
19 | Hover over Flow Rate → Check tooltip content | Tooltip: "Design Flow Rate: The optimal flow rate this pump is designed to operate at" | Tooltip content | Descriptive tooltip explaining design flow rate | Parameter guidance |
20 | Verify Max Pressure parameter → Check maximum design pressure | Shows maximum pressure pump can generate/withstand | Max Pressure: "150 PSI" | Displays maximum design pressure with tooltip | Pressure parameter |
21 | Verify Motor Power parameter → Check power rating | Shows pump motor power rating in kilowatts | Motor Power: "25 kW" | Displays motor power rating with tooltip | Power parameter |
22 | Verify Efficiency parameter → Check operational efficiency | Shows pump efficiency percentage at best efficiency point | Efficiency: "85%" | Displays pump efficiency at BEP with tooltip | Efficiency parameter |
23 | Verify Pump Type parameter → Check mechanical design | Shows specific pump design classification | Pump Type: "Centrifugal" | Displays pump mechanical design type with tooltip | Type parameter |
24 | Verify Impeller Material parameter → Check material composition | Shows impeller material for durability/chemical resistance | Impeller Material: "Stainless Steel" | Displays impeller material with tooltip explaining durability | Material parameter |
25 | Verify Has Pressure Sensor → Check boolean sensor status | Shows Yes/No for pressure sensor installation | Has Pressure Sensor: "Yes" | Displays boolean status with tooltip explaining sensor integration | Sensor status |
26 | Verify Has Flow Meter → Check boolean meter status | Shows Yes/No for flow meter installation | Has Flow Meter: "No" | Displays boolean status with tooltip explaining meter integration | Meter status |
DATA SOURCE VALIDATION |
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27 | Verify data sources → Check master Assets table integration | All Asset Details data comes from master Assets table | Database: Assets table | Classification, Technical, Financial columns populated from Assets table | Data source validation |
28 | Verify parameters data source → Check Asset_Parameters table | Asset-Specific Parameters come from linked Asset_Parameters table | Database: Asset_Parameters table | Dynamic parameters populated from Asset_Parameters table linked to main Assets | Parameters data source |
Verification Points
- Primary_Verification: Details tab displays all asset information across 3 columns with accurate data and Asset-Specific Parameters render dynamically based on asset type
- Secondary_Verifications: All tooltips provide appropriate context, financial calculations are accurate, facility link navigation works, asset hierarchy displays correctly
- Negative_Verification: No missing data fields, no broken navigation links, no incorrect parameter rendering for asset type, no calculation errors
Test Case 15: Conditions and Risks Tab - Complete Validation
Test Case Metadata
- Test Case ID: AX02US04_TC_015
- Title: Validate Conditions and Risks Tab - Overall Summary, Overview (default), and History sections
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Conditions and Risks Tab (AX02US04)
- Test Type: Functional/UI/Assessment-Workflow
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Conditions-Risks, Assessment-Workflow, Condition-Scoring, Risk-Assessment, Color-Coding, Assessment-History, Weighted-Calculations, MOD-Asset, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 18 minutes
- Reproducibility_Score: High
- Data_Sensitivity: High
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of Conditions and Risks Tab (Overall Summary + Overview + History sections)
- Integration_Points: Assessment-Database, User-Management, Calculation-Engine, Audit-Trail
- Code_Module_Mapped: AX-Conditions-Risks
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Operations/Engineering/Compliance
- Report_Categories: Asset-Health, Risk-Assessment, Compliance-Audit, Condition-Monitoring
- Trend_Tracking: Yes
- Executive_Visibility: Yes
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Assessment Database, User Management, Calculation Engine, Audit Trail Service
- Performance_Baseline: < 3 seconds tab load time
- Data_Requirements: Asset with condition/risk assessments, assessment history, user data
Prerequisites
- Setup_Requirements: Assessment management, user tracking, and audit trail modules enabled
- User_Roles_Permissions: Asset Assessor role with condition and risk assessment permissions
- Test_Data: Asset with multiple condition/risk assessments, various assessors, historical data
- Prior_Test_Cases: Asset Profile accessible, Assessment workflows functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
CONDITIONS AND RISKS TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click Conditions and Assessment tab | Tab loads with Overall Condition & Risk Summary and Overview sections | Asset ID: AST-001 | Tab displays: Asset Condition card, Asset Risk card, Overview section (default view) | Tab navigation |
OVERALL CONDITION & RISK SUMMARY |
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2 | Verify Asset Condition card → Check score display | Shows most recent condition score (0-100) from weighted average calculation | Condition Score: 85/100 | Large score display with calculated value from assessment parameters | Condition score display |
3 | Verify Asset Condition status tag → Check color-coded tag | Shows qualitative tag with color coding based on score thresholds | Score: 85 = "Good" (Green) | Green tag showing "Good" for score >80 | Status tag validation |
4 | Verify Asset Condition metadata → Check assessment details | Shows "Last Assessed" date and "Assessed By" user information | Last Assessed: 2025-07-15, Assessed By: John Smith | Assessment metadata with date and assessor name | Assessment metadata |
5 | Click "Assess Condition" button → Open condition assessment form | Opens condition assessment wizard/form with editable parameter sliders | Assessment form | New assessment form with parameter sliders for editing | Assessment workflow |
6 | Verify Asset Risk card → Check risk score display | Shows most recent risk score based on PoF and CoF calculation | Risk Score: 45/100 | Risk score calculated from Probability of Failure × Consequence of Failure | Risk score display |
7 | Verify Asset Risk status tag → Check risk level color coding | Shows qualitative risk tag with appropriate color | Score: 45 = "Medium" (Yellow) | Yellow tag showing "Medium" for score 40-75 range | Risk status validation |
8 | Verify Asset Risk metadata → Check risk assessment details | Shows risk assessment date and assessor information | Last Assessed: 2025-07-10, Assessed By: Jane Doe | Risk assessment metadata display | Risk metadata |
9 | Click "Assess Risk" button → Open risk assessment form | Opens risk assessment wizard/form for new risk evaluation | Risk assessment form | New risk assessment form with PoF and CoF parameters | Risk assessment workflow |
OVERVIEW SECTION (DEFAULT VIEW) |
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10 | Verify Overview section display → Check condition assessment breakdown | Shows detailed breakdown of most recent condition assessment parameters | Latest condition assessment | Table with Parameter Name, Score (1-5), Weight (%) columns | Assessment breakdown |
11 | Verify parameter scoring → Check individual parameter scores | Shows scores for each assessment parameter (1-5 scale) | External Surface: Score 4, Internal Components: Score 5 | Individual parameter scores from latest assessment | Parameter validation |
12 | Verify weight calculation → Check percentage weights | Shows weight percentages that sum to 100% | External Surface: 30%, Internal Components: 25%, Performance: 45% | Weight percentages totaling 100% | Weight validation |
13 | Hover over parameter → Check tooltip content | Tooltip shows "Assessment Parameter: A specific factor considered in overall condition assessment" | Tooltip content | Descriptive tooltip explaining assessment parameters | Parameter guidance |
14 | Hover over score → Check score tooltip | Tooltip shows "Parameter Score: The assessed score for this factor, scale 1 (Poor) to 5 (Excellent)" | Score tooltip | Score explanation with scale definition | Score guidance |
15 | Hover over weight → Check weight tooltip | Tooltip shows "Parameter Weight: The importance of this factor relative to others. All weights sum to 100%" | Weight tooltip | Weight explanation and validation rule | Weight guidance |
16 | Verify weighted calculation → Check overall score calculation | Overall condition score calculated correctly from weighted average | Weighted calculation: (4×30% + 5×25% + 4×45%) = 4.25 → 85/100 | Mathematical validation of weighted average | Calculation accuracy |
HISTORY TAB NAVIGATION |
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17 | Click History tab → Navigate to assessment history | History tab displays with filters and assessment history table | History tab | Filters section + Assessment History table with chronological data | History navigation |
HISTORY FILTERS VALIDATION |
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18 | Verify Score Type filter → Test filter options | Dropdown shows "All Assessments," "Condition," "Risk" options | Score Type filter | Dropdown with filtering options for assessment types | Filter options |
19 | Select "Condition" filter → Filter by condition assessments | Table shows only condition assessments | Filter: Condition | Table displays only condition assessment records | Condition filtering |
20 | Verify Assessed By filter → Test user dropdown | Searchable dropdown shows all users who performed assessments on asset | Assessed By filter | Dropdown with assessor names: John Smith, Jane Doe, etc. | Assessor filtering |
21 | Select specific assessor → Filter by user | Table shows assessments by selected user only | Filter: John Smith | Table displays only assessments performed by John Smith | User filtering |
22 | Verify date filters → Test Start Date/End Date pickers | Date pickers allow filtering by specific time period | Date range: 2025-01-01 to 2025-07-31 | Table shows assessments within selected date range | Date filtering |
ASSESSMENT HISTORY TABLE |
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23 | Verify table structure → Check column headers | Table shows Assessment Date, Score Type, Score, Status, Assessed By, View Details columns | Table structure | 6 columns with proper headers and data | Table structure |
24 | Verify sort order → Check chronological sorting | Table sorted by Assessment Date in descending order (most recent first) | Sorting | Most recent assessments at top of table | Sort validation |
25 | Verify assessment data → Check historical records | Each row shows complete assessment information | Sample row: 2025-07-15, Condition, 85, Good, John Smith, 👁 | Complete assessment record with all required data | Data completeness |
26 | Click "View Details" icon → Open historical assessment details | Opens detailed, read-only view of specific historical assessment | View Details click | Modal/page showing parameter breakdown, scores, and weights from historical assessment | Historical detail view |
27 | Verify historical detail breakdown → Check parameter audit trail | Shows complete parameter scores and weights used for historical calculation | Historical details | Full breakdown of parameters, scores, weights that calculated the historical overall score | Audit trail validation |
COLOR CODING VALIDATION |
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28 | Test condition color thresholds → Verify Green/Yellow/Red logic | Different condition scores show appropriate color coding | Scores: 85 (Green), 70 (Yellow), 45 (Red) | Color coding: >80=Green/Good, 60-80=Yellow/Fair, <60=Red/Poor | Condition color validation |
29 | Test risk color thresholds → Verify risk level color coding | Different risk scores show appropriate color coding | Scores: 80 (Red/High), 55 (Yellow/Medium), 30 (Green/Low) | Color coding: >75=High, 40-75=Medium, <40=Low | Risk color validation |
Verification Points
- Primary_Verification: Conditions and Risks tab displays accurate condition and risk assessments with proper calculations, color coding, and assessment workflow functionality
- Secondary_Verifications: All tooltips provide appropriate context, weighted calculations are mathematically correct, assessment history provides complete audit trail, filters work properly
- Negative_Verification: No calculation errors, no incorrect color coding, no missing assessment data, no broken assessment workflows, weight percentages always sum to 100%
Test Case 16: Schedules Tab - Schedules Management
Test Case Metadata
- Test Case ID: AX02US04_TC_016
- Title: Validate Schedules Tab - PM Schedules management, table functionality, and schedule actions
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Schedules Tab (AX02US04)
- Test Type: Functional/Workflow/Schedule-Management
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Schedules-Management, PM-Schedules, Preventive-Maintenance, Schedule-Workflow, Work-Order-Generation, Progress-Tracking, Schedule-Actions, MOD-Asset, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Operations, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 20 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of Schedules Tab (PM Schedules section + Scheduled Activities table + Actions)
- Integration_Points: Schedules-Database, Work-Order-System, Schedule-Engine, Asset-Filter
- Code_Module_Mapped: AX-Schedules-Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Operations/Maintenance
- Report_Categories: Schedule-Management, Preventive-Maintenance, Work-Order-Generation
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Schedules Database, Work Order System, Schedule Engine, Asset Management
- Performance_Baseline: < 3 seconds table load time
- Data_Requirements: Asset with existing PM schedules, completed work orders, active schedules
Prerequisites
- Setup_Requirements: Schedule management, work order system, and preventive maintenance modules enabled
- User_Roles_Permissions: Schedule Manager role with schedule creation and management permissions
- Test_Data: Asset with multiple PM schedules, various schedule types, work order history
- Prior_Test_Cases: Asset Profile accessible, Schedule creation workflows functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
SCHEDULES TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click Schedules tab | Schedules tab loads with PM Schedules section and Scheduled Activities table | Asset ID: AST-001 | Tab displays: Title "PM Schedules", subtitle, Create/Manage buttons, Scheduled Activities table | Tab navigation |
PM SCHEDULES SECTION HEADER |
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2 | Verify section title and subtitle → Check descriptive text | Shows "PM Schedules" title and "Preventive maintenance and inspection schedules for this asset" subtitle | Section header | Clear title and descriptive subtitle explaining schedule purpose | Section identification |
3 | Verify Create Schedule button → Check primary action button | "Create Schedule" button visible and clickable | Create button | Primary action button for creating new recurring schedules | Schedule creation access |
4 | Click "Create Schedule" button → Open schedule creation wizard | Opens multi-step schedule creation wizard with asset pre-populated | Schedule wizard | Wizard opens with: schedule name, type, frequency, assets (current asset pre-selected), tasks | Schedule creation workflow |
5 | Verify Manage Schedules button → Check navigation to higher-level view | "Manage Schedules" button navigates to global schedule management | Manage button | Navigation to higher-level page showing all schedules across all assets | Global management access |
SCHEDULED ACTIVITIES TABLE STRUCTURE |
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6 | Verify table presence → Check main schedule listing | Scheduled Activities table displays all active schedules for current asset | Table display | Table showing schedules filtered for current asset from master Schedules table | Table structure |
7 | Verify table columns → Check all required column headers | Table shows all 10 columns: Schedule ID, Schedule Name, Type, Frequency, Runs, Assets, Next Due Date, Last Completed, Progress, Status, Actions | Column headers | All 10 columns present with proper headers | Column validation |
SCHEDULE DATA VALIDATION |
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8 | Verify Schedule ID column → Check unique identifiers | Shows unique schedule identifiers for each schedule | Schedule ID: "PM-PUMP-001", "INSP-PUMP-002" | Unique identifiers for each master schedule | ID validation |
9 | Verify Schedule Name column → Check human-readable names | Shows descriptive names for schedules | Schedule Names: "Monthly Pump Maintenance", "Quarterly Inspection" | Human-readable schedule names | Name validation |
10 | Verify Type column → Check color-coded schedule types | Shows schedule types as color-coded tags | Types: "Preventive Maintenance" (Blue), "Inspection" (Green) | Color-coded tags indicating schedule classification | Type visualization |
11 | Verify Frequency column → Check schedule intervals | Shows how often schedule runs | Frequencies: "Monthly", "Quarterly", "Every 500 Hrs" | Time-based and usage-based frequency options | Frequency display |
12 | Verify Runs column → Check work order generation count | Shows number of times schedule has generated work orders | Runs: 12, 8, 24 | Count of work orders generated by each schedule | Generation tracking |
13 | Verify Assets column → Check asset count | Shows number of assets included in each schedule | Assets: 1, 3, 5 | Number of assets serviced by each schedule | Asset coverage |
CALCULATED FIELDS VALIDATION |
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14 | Verify Next Due Date calculation → Check formula accuracy | Shows calculated next due date using Last_Completed_Date + Frequency | Last Completed: 2025-07-15, Frequency: Monthly, Next Due: 2025-08-15 | Mathematical calculation of next due date | Date calculation |
15 | Verify Last Completed column → Check most recent completion | Shows completion date of most recent work order from schedule | Last Completed: 2025-07-15, 2025-06-20, 2025-07-30 | Most recent work order completion dates | Completion tracking |
16 | Verify Progress calculation → Check completion percentage | Shows progress bar with formula: (Completed_Tasks / Total_Tasks_in_WO) | Completed: 8, Total: 10, Progress: 80% | Visual progress bar showing current work order completion | Progress visualization |
17 | Verify Status logic → Check schedule status determination | Shows "Active" (Green) or "Overdue" (Red) based on due date | Current Date: 2025-08-16, Next Due: 2025-08-15 = "Overdue" (Red) | Status color coding based on due date comparison | Status validation |
TOOLTIP VALIDATION |
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18 | Hover over Schedule ID → Check tooltip content | Tooltip: "Schedule ID: The unique identifier for this recurring maintenance schedule" | Tooltip content | Descriptive tooltip explaining schedule identifier | ID guidance |
19 | Hover over Frequency → Check frequency tooltip | Tooltip: "Frequency: The trigger that determines when a new work order is generated" | Tooltip content | Frequency explanation with work order generation context | Frequency guidance |
20 | Hover over Progress → Check progress tooltip | Tooltip: "Current Progress: The completion progress of the currently active work order" | Tooltip content | Progress explanation for current work order | Progress guidance |
21 | Hover over Status → Check status tooltip | Tooltip: "Schedule Status: The overall status of the master schedule" | Tooltip content | Status explanation for master schedule | Status guidance |
ACTIONS MENU VALIDATION |
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22 | Click Actions menu (…) → Open kebab menu | Actions dropdown opens with schedule management options | Actions menu | Dropdown showing: View History, Edit Schedule, Run Now, Deactivate | Action options |
23 | Click "View History" → Navigate to schedule history | Opens history view showing all work orders generated by this schedule | View History | History page with chronological list of generated work orders | History navigation |
24 | Click "Edit Schedule" → Open schedule editing | Opens schedule editing form with current schedule data pre-populated | Edit Schedule | Edit form with schedule parameters pre-filled for modification | Edit workflow |
25 | Click "Run Now" → Manually trigger work order | Manually generates new work order from schedule before due date | Run Now action | New work order created immediately from schedule definition | Manual generation |
26 | Click "Deactivate" → Disable schedule | Deactivates schedule to stop automatic work order generation | Deactivate action | Schedule status changes to inactive, no future work orders generated | Schedule deactivation |
DATA FILTERING VALIDATION |
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27 | Verify asset filtering → Check schedule scope | Table shows only schedules that include current asset | Asset filter | Only schedules containing AST-001 displayed, others filtered out | Asset-specific filtering |
28 | Navigate to different asset → Check filtered schedules | Table updates to show schedules for different asset | Different asset | Schedule list changes based on selected asset | Dynamic filtering |
Verification Points
- Primary_Verification: Schedules tab displays accurate PM schedule information with proper work order generation tracking, calculated fields, and functional actions menu
- Secondary_Verifications: All tooltips provide appropriate context, schedule calculations are mathematically correct, action workflows function properly, asset filtering works correctly
- Negative_Verification: No missing schedule data, no incorrect calculations for due dates or progress, no broken action workflows, proper asset filtering scope
Test Case 17: O&M (Operations & Maintenance) Tab - Service Orders Management
Test Case Metadata
- Test Case ID: AX02US04_TC_017
- Title: Validate O&M Tab - Service Orders listing, search, filtering, and navigation functionality
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - O&M Tab (AX02US04)
- Test Type: Functional/Data/Search-Filter
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, OM-Tab, Service-Orders, Work-Orders, Search-Filter, Data-Export, Navigation, Color-Coding, MOD-Asset, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Operations, Customer-All, Risk-Medium, Business-Critical, Revenue-Impact-High, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: High
- Business_Priority: Must-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: Yes
- SLA_Related: Yes
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 18 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: High
Coverage Tracking
- Feature_Coverage: 100% of O&M Tab (Search, Filter, Export, Service Orders table with 9 columns)
- Integration_Points: ServiceOrders-Database, Assets-Table, Users-Table, Export-Service
- Code_Module_Mapped: AX-OM-Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Operations/Maintenance
- Report_Categories: Work-Order-Management, Service-Orders, Maintenance-Tracking
- Trend_Tracking: Yes
- Executive_Visibility: No
- Customer_Impact_Level: High
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: ServiceOrders Database, Assets Table, Users Table, Export Service
- Performance_Baseline: < 3 seconds table load, < 5 seconds export generation
- Data_Requirements: Asset with multiple service orders, various types/priorities/statuses
Prerequisites
- Setup_Requirements: Service Orders module, export functionality, and advanced filtering enabled
- User_Roles_Permissions: Operations role with service order view and export permissions
- Test_Data: Asset with diverse service orders: different types, priorities, statuses, assigned users
- Prior_Test_Cases: Asset Profile accessible, Service Order system functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
O&M TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click O&M tab | O&M tab loads with Service Orders management interface | Asset ID: AST-001 | Tab displays: Search box, Filter button, Export button, Service Orders table | Tab navigation |
SEARCH FUNCTIONALITY |
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2 | Verify search box presence → Check free-text search availability | "Search service orders..." placeholder visible with functional search box | Search interface | Text input field with descriptive placeholder text | Search availability |
3 | Enter SO ID in search → Test ID-based filtering | Table filters to show only service orders matching SO ID | Search: "SO-2024-001" | Table displays only service orders with matching SO ID | ID search validation |
4 | Clear search and enter SO Name → Test name-based filtering | Table filters to show service orders matching SO Name | Search: "Pump Maintenance" | Table displays service orders with names containing "Pump Maintenance" | Name search validation |
5 | Enter partial search term → Test partial matching | Table shows service orders with partial matches in ID or Name | Search: "Pump" | Table displays all service orders containing "Pump" in ID or Name | Partial search validation |
6 | Clear search box → Verify table reset | Table returns to showing all service orders for current asset | Clear search | Full service orders list restored for current asset | Search reset validation |
FILTER FUNCTIONALITY |
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7 | Click Filter button → Open advanced filtering modal | Advanced filter modal opens with multiple filtering options | Filter modal | Modal displays: Type, Priority, Status, Assigned To, Date Range filters | Filter modal access |
8 | Apply Type filter → Filter by work order type | Table shows only service orders of selected type | Filter: Type = "Preventive" | Table displays only Preventive maintenance service orders | Type filtering |
9 | Apply Priority filter → Filter by priority level | Table shows service orders with selected priority | Filter: Priority = "High" | Table displays only High priority service orders | Priority filtering |
10 | Apply Status filter → Filter by work order status | Table shows service orders with selected status | Filter: Status = "In Progress" | Table displays only In Progress service orders | Status filtering |
11 | Apply Assigned To filter → Filter by assigned user | Table shows service orders assigned to selected user | Filter: Assigned To = "John Smith" | Table displays service orders assigned to John Smith | User filtering |
12 | Apply Date Range filter → Filter by date period | Table shows service orders within selected date range | Filter: Date Range = Last 30 days | Table displays service orders from last 30 days | Date filtering |
13 | Apply multiple filters → Test combined filtering | Table shows service orders matching all selected criteria | Multiple filters: Type=Preventive, Priority=High, Status=Completed | Table displays service orders meeting all filter criteria | Combined filtering |
14 | Clear all filters → Reset to unfiltered view | Table returns to showing all service orders | Clear filters | Full service orders list restored | Filter reset |
EXPORT FUNCTIONALITY |
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15 | Click Export button → Generate data export | Export dialog opens with format options (CSV/Excel) | Export action | Dialog shows export format options and download preparation | Export initiation |
16 | Select CSV export → Download filtered data | CSV file downloads with current filtered service orders data | CSV export | File downloads containing visible table data in CSV format | CSV export validation |
17 | Apply filters and export → Export filtered subset | Export contains only filtered service orders | Filtered export | CSV contains only service orders matching current filter criteria | Filtered export validation |
SERVICE ORDERS TABLE STRUCTURE |
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18 | Verify table columns → Check all required columns present | Service Orders table shows all 9 columns with proper headers | Table structure | Columns: SO ID, SO Name, Asset Name/ID, System/Network, Location, Type, Priority, Status, Actions | Table structure validation |
19 | Verify data source → Check asset-specific filtering | Table shows only service orders for current asset | Asset filtering | Only service orders related to AST-001 displayed | Asset-specific data |
SERVICE ORDERS DATA VALIDATION |
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20 | Verify SO ID column → Check unique identifiers and clickability | SO IDs are unique and clickable links to service order details | SO ID: "SO-2024-001" (clickable) | Unique identifiers that navigate to full service order page | ID navigation |
21 | Click SO ID link → Navigate to service order details | Opens detailed service order page | SO ID click | Navigation to comprehensive service order details page | SO details navigation |
22 | Verify SO Name column → Check descriptive names | Shows human-readable service order names | SO Name: "Monthly Pump Maintenance", "Emergency Repair" | Descriptive names for service orders | Name validation |
23 | Verify Asset Name/ID column → Check asset links | Shows asset information as clickable link to asset profile | Asset: "AST-001 - Main Transmission Pump" (clickable) | Asset name and ID with navigation to asset profile | Asset navigation |
24 | Click Asset link → Navigate to asset profile | Opens asset profile page | Asset link click | Navigation to asset profile page | Asset profile navigation |
25 | Verify System/Network column → Check system links | Shows parent system/network as clickable link | System: "Primary Pumping System" (clickable) | Parent system information with navigation capability | System navigation |
26 | Verify Location column → Check physical location | Shows physical location of serviced asset | Location: "Building A, Room 101" | Physical location where service order work performed | Location validation |
27 | Verify Type column → Check work order types | Shows type of work performed | Types: "Preventive", "Corrective", "Inspection" | Classification of maintenance work | Type validation |
COLOR CODING VALIDATION |
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28 | Verify Priority color coding → Check priority visual indicators | Priority displayed as color-coded tags | High=Red, Medium=Yellow, Low=Green | Color-coded priority tags for visual identification | Priority color validation |
29 | Verify Status color coding → Check status visual indicators | Status displayed as color-coded tags | In Progress=Blue, Completed=Green, Scheduled=Orange | Color-coded status tags for workflow visualization | Status color validation |
ACTIONS COLUMN VALIDATION |
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30 | Verify Actions column → Check View functionality | Actions column shows View link/button for each service order | Actions: "View" button/link | Clickable action to access detailed service order page | Actions availability |
31 | Click View action → Navigate to service order details | Opens detailed service order page from Actions column | View action click | Navigation to comprehensive service order details page | Actions navigation |
TABLE FUNCTIONALITY |
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32 | Test table sorting → Click column headers for sorting | Table data sorts by selected column (ascending/descending) | Column sorting | Clicking headers sorts data appropriately | Sorting validation |
33 | Test table pagination → Navigate through large datasets | Table handles large datasets with pagination controls | Pagination | Proper navigation through multiple pages of service orders | Pagination validation |
34 | Verify table performance → Check load times with data | Table loads efficiently with various data volumes | Performance test | Table loads within acceptable time limits | Performance validation |
Verification Points
- Primary_Verification: O&M tab displays comprehensive service orders data with functional search, filtering, export capabilities, and proper navigation links
- Secondary_Verifications: All color coding works correctly, clickable links navigate properly, filtered exports contain accurate data, table sorting and pagination function correctly
- Negative_Verification: No missing service order data, no broken navigation links, no incorrect filtering results, export functionality works without errors
Test Case 18: Files & Documents Tab - Document Management System
Test Case Metadata
- Test Case ID: AX02US04_TC_018
- Title: Validate Files & Documents Tab - file upload, categorization, management, and actions functionality
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Files & Documents Tab (AX02US04)
- Test Type: Functional/File-Management/Upload-Download
- Test Level: Integration
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags
Tags: Happy-Path, Files-Documents, Document-Management, File-Upload, File-Categorization, File-Actions, Preview-Functionality, MOD-Asset, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-High, Revenue-Impact-Medium, Integration-Storage, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: Medium
- Business_Priority: Should-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: No
- SLA_Related: No
Quality Metrics
- Risk_Level: Medium
- Complexity_Level: High
- Expected_Execution_Time: 25 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Medium
- Failure_Impact: Medium
Coverage Tracking
- Feature_Coverage: 100% of Files & Documents Tab (Upload, Categorization, File Cards, Actions, Preview)
- Integration_Points: File-Storage-Service, Database-Metadata, File-Preview-Service, User-Management
- Code_Module_Mapped: AX-Document-Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Product/Operations
- Report_Categories: Document-Management, File-Storage, User-Experience
- Trend_Tracking: No
- Executive_Visibility: No
- Customer_Impact_Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: File Storage Service (AWS S3), Database, File Preview Service, User Management
- Performance_Baseline: < 5 seconds file upload, < 3 seconds file download
- Data_Requirements: Asset with various file types, user accounts for upload tracking
Prerequisites
- Setup_Requirements: File storage service, document management, and file preview modules enabled
- User_Roles_Permissions: Document Manager role with file upload, download, and management permissions
- Test_Data: Various file types for testing (PDF, DOCX, JPG, MP4, etc.), file size variations
- Prior_Test_Cases: Asset Profile accessible, User authentication functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
FILES & DOCUMENTS TAB NAVIGATION |
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1 | Navigate to Asset Profile → Click Files & Documents tab | Files & Documents tab loads with document management interface | Asset ID: AST-001 | Tab displays: Upload Files button, categorized file sections, file cards | Tab navigation |
FILE UPLOAD FUNCTIONALITY |
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2 | Click "Upload Files" button → Open file selection dialog | Operating system file selection dialog opens | Upload button click | Standard OS file picker dialog opens for file selection | File dialog access |
3 | Select PDF file → Test document upload | PDF file uploads successfully and appears in Documents section | Test file: manual.pdf (2.5 MB) | File uploads and appears in "Documents" category | Document upload |
4 | Select image file → Test media upload | Image file uploads successfully and appears in Media Files section | Test file: pump_photo.jpg (1.2 MB) | File uploads and appears in "Media Files" category | Media upload |
5 | Select video file → Test media upload | Video file uploads successfully and appears in Media Files section | Test file: inspection_video.mp4 (15 MB) | File uploads and appears in "Media Files" category | Video upload |
6 | Select DOCX file → Test document upload | DOCX file uploads successfully and appears in Documents section | Test file: specifications.docx (800 KB) | File uploads and appears in "Documents" category | Document upload |
FILE SIZE AND TYPE RESTRICTIONS |
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7 | Attempt to upload oversized file → Test file size limits | Error message displayed, file rejected | Test file: large_video.mp4 (500 MB) | Upload rejected with clear error message about size limit | Size restriction validation |
8 | Attempt to upload restricted file type → Test file type restrictions | Error message displayed, file type rejected | Test file: malicious.exe (100 KB) | Upload rejected with error message about unsupported file type | Type restriction validation |
9 | Upload file at size limit → Test boundary conditions | File at maximum allowed size uploads successfully | Test file: boundary_test.pdf (50 MB) | File uploads successfully at size boundary | Boundary testing |
AUTOMATIC FILE CATEGORIZATION |
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10 | Verify Media Files section → Check image/video categorization | Media files (.jpg, .mp4) appear in "Media Files" section | Media files uploaded in previous steps | Files correctly categorized under "Media Files" section | Media categorization |
11 | Verify Documents section → Check document categorization | Document files (.pdf, .docx) appear in "Documents" section | Document files uploaded in previous steps | Files correctly categorized under "Documents" section | Document categorization |
12 | Upload additional file types → Test categorization logic | Different file extensions categorize correctly | Test files: .png, .xlsx, .pptx, .txt | Files appear in appropriate sections based on file extension | Extended categorization |
FILE CARD INFORMATION VALIDATION |
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13 | Verify file card display → Check card information completeness | Each file card shows all required information | Sample file card | Card displays: File Name, File Size, Uploaded By, Upload Date, action icons | Card information |
14 | Verify file name display → Check clickable file name | File name is clickable and triggers download/open | File: manual.pdf | File name "manual.pdf" is clickable link | File name functionality |
15 | Click file name → Test file access | Clicking file name downloads or opens file | File name click | File downloads to browser or opens in new tab | File access validation |
16 | Verify file size display → Check accurate size reporting | File size shown matches actual file size | File: manual.pdf (2.5 MB) | Card shows "2.5 MB" matching actual file size | Size accuracy |
17 | Verify "Uploaded By" field → Check user attribution | Shows name of user who uploaded the file | Uploaded By: "John Smith" | Card shows correct username of file uploader | User attribution |
18 | Verify "Upload Date" field → Check timestamp accuracy | Shows accurate date/time when file was uploaded | Upload Date: "2025-08-16 14:30" | Card shows correct upload timestamp | Date accuracy |
DOWNLOAD FUNCTIONALITY |
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19 | Click Download icon (↓) → Test direct download | File downloads immediately to user's default download location | Download icon click | File downloads without additional navigation or prompts | Download functionality |
20 | Verify download integrity → Check downloaded file | Downloaded file opens correctly and matches original | Downloaded file validation | File opens properly and content matches uploaded version | Download integrity |
PREVIEW FUNCTIONALITY |
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21 | Click Preview icon (👁) for PDF → Test document preview | PDF preview opens in modal window | PDF preview | Modal displays PDF content with navigation controls | PDF preview |
22 | Click Preview icon (👁) for image → Test image preview | Image preview opens in modal with full-size display | Image preview | Modal displays image at full resolution | Image preview |
23 | Click Preview icon (👁) for video → Test video preview | Video preview opens in modal with playback controls | Video preview | Modal displays video with play/pause/seek controls | Video preview |
24 | Test preview modal close → Check modal functionality | Preview modal closes properly without affecting page | Modal close | Modal closes cleanly, returns to file list view | Modal functionality |
25 | Attempt preview of unsupported file → Check graceful handling | Preview unavailable for unsupported file types | Unsupported file type | Preview icon disabled or shows "Preview not available" message | Unsupported file handling |
MORE ACTIONS MENU VALIDATION |
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26 | Click More Actions (...) → Open actions menu | Actions dropdown opens with all available options | Actions menu | Dropdown shows: Edit Details, Move, View History, Delete options | Actions menu access |
27 | Click "Edit Details" → Test file metadata editing | Opens form to edit file name, description, tags | Edit Details action | Form opens with current file metadata for editing | Metadata editing |
28 | Update file details → Save changes | File details update successfully | Updated metadata: Name, Description | Changes save and reflect in file card display | Details update |
29 | Click "Move" → Test file organization | Opens dialog to move file between categories or folders | Move action | Dialog allows selection of new location/category for file | File organization |
30 | Click "View History" → Test audit trail | Opens history showing all actions performed on file | View History action | History shows upload, downloads, edits, moves with timestamps and users | Audit trail |
31 | Click "Delete" → Test file deletion | Confirmation dialog appears before deletion | Delete action | Confirmation dialog: "Are you sure you want to delete this file?" | Deletion confirmation |
32 | Confirm deletion → Complete file removal | File is removed from system and storage | Deletion confirmation | File disappears from interface and is removed from storage | File deletion |
33 | Cancel deletion → Test deletion abort | File remains in system when deletion is cancelled | Cancel deletion | File remains unchanged when user cancels deletion | Deletion cancellation |
DATA SOURCE VALIDATION |
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34 | Verify asset-specific filtering → Check file scope | Only files associated with current asset are displayed | Asset filtering | Only files explicitly associated with AST-001 shown | Asset scope validation |
35 | Navigate to different asset → Check file isolation | Different asset shows only its associated files | Different asset | File list changes to show only files for selected asset | File isolation |
36 | Verify metadata storage → Check database integration | File metadata stored in database, files in secure storage | Data source validation | Metadata in database, actual files in secure file storage service | Storage architecture |
PERFORMANCE AND STORAGE VALIDATION |
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37 | Upload multiple files simultaneously → Test bulk upload | Multiple files upload correctly without conflicts | Multiple file selection | All selected files upload successfully and appear in appropriate categories | Bulk upload |
38 | Test upload progress indication → Check user feedback | Upload progress shown for large files | Large file upload | Progress bar or indicator shows upload status | Upload feedback |
39 | Verify storage security → Check file access restrictions | Files accessible only to authorized users | Security validation | Files cannot be accessed without proper authentication | Security validation |
40 | Test file versioning → Upload file with same name | System handles duplicate names appropriately | Duplicate file name | System renames file or prompts for version handling | Version management |
Verification Points
- Primary_Verification: Files & Documents tab provides complete document management with successful upload, automatic categorization, preview functionality, and comprehensive file actions
- Secondary_Verifications: File size and type restrictions enforced, all file metadata accurate, download and preview functions work correctly, actions menu provides full file management capabilities
- Negative_Verification: No unauthorized file uploads, no broken downloads, no preview failures for supported formats, proper error handling for restricted files, secure file access control
Test Case 19: Notes & Comments Tab
Test Case Metadata
- Test Case ID: AX02US04_TC_019
- Title: Validate Notes & Comments Tab - note creation, editing, search/filter, and export functionality
- Created By: Prachi
- Created Date: August 16, 2025
- Version: 1.0
Classification
- Module/Feature: Asset Management - Notes & Comments Tab (AX02US04)
- Test Type: Functional/Collaboration/CRUD
- Test Level: Integration
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Planned-for-Automation
Enhanced Tags
Tags: Happy-Path, Notes-Comments, Collaborative-Logbook, CRUD-Operations, Search-Filter, Data-Export, User-Permissions, Timestamp-Validation, MOD-Asset, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Medium, Revenue-Impact-Low, Integration-Database, Happy-path
Business Context
- Customer_Segment: All
- Revenue_Impact: Low
- Business_Priority: Should-Have
- Customer_Journey: Daily-Usage
- Compliance_Required: No
- SLA_Related: No
Quality Metrics
- Risk_Level: Low
- Complexity_Level: Medium
- Expected_Execution_Time: 20 minutes
- Reproducibility_Score: High
- Data_Sensitivity: Low
- Failure_Impact: Low
Coverage Tracking
- Feature_Coverage: 100% of Notes & Comments Tab (Add, Edit, Search, Filter, Export, Permissions)
- Integration_Points: Notes-Database, User-Management, Timestamp-Service, Export-Service
- Code_Module_Mapped: AX-Notes-Management
- Requirement_Coverage: Complete
- Cross_Platform_Support: Web
Stakeholder Reporting
- Primary_Stakeholder: Operations/Maintenance
- Report_Categories: Collaboration-Tools, Note-Management, User-Activity
- Trend_Tracking: No
- Executive_Visibility: No
- Customer_Impact_Level: Low
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 11
- Screen_Resolution: Desktop-1920x1080
- Dependencies: Notes Database, User Management, Timestamp Service, Export Service
- Performance_Baseline: < 2 seconds note creation, < 3 seconds search results
- Data_Requirements: Asset with existing notes, multiple user accounts for permission testing
Prerequisites
- Setup_Requirements: Notes management, user authentication, and export functionality enabled
- User_Roles_Permissions: Standard User and Admin roles with different note editing permissions
- Test_Data: Asset with existing notes from different users, various timestamps, different content types
- Prior_Test_Cases: Asset Profile accessible, User authentication functional
Test Procedure
Step # | Navigation Action | Expected Result | Test Data | Detail View | Comments |
TAB NAVIGATION |
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1 | Navigate to Notes & Comments tab | Tab loads with Add Note area, Search bar, Notes list | Asset ID: AST-001 | Export button, text area, search/filter bar, notes list displayed | Basic interface |
ADD NOTE FUNCTIONALITY |
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2 | Check Add Note button state → Empty text area | "Add Note" button is disabled when text area is empty | Empty text area | Button grayed out/disabled | Button state validation |
3 | Enter note text → Click "Add Note" | New note created with user ID and timestamp | Note: "Routine maintenance completed" | Note appears at top with "Created by [User] on [Timestamp]" | Note creation |
4 | Add second note → Check order | New note appears at top (reverse chronological) | Note: "System inspection passed" | Latest note at top, older notes below | Chronological order |
SEARCH & FILTER |
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5 | Search by content → Enter search term | Notes list filters to show matching content | Search: "maintenance" | Only notes containing "maintenance" displayed | Content search |
6 | Filter by creator → Select user | Shows only notes by selected creator | Filter: Creator = "John Smith" | Only John Smith's notes displayed | Creator filter |
7 | Apply date range filter | Shows notes within selected time period | Filter: Last 30 days | Only recent notes displayed | Date filter |
EDIT FUNCTIONALITY |
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8 | Verify edit icon visibility → Check permissions | Edit icon (✎) visible only on current user's notes | Current user's notes | Edit icon appears only on own notes | Permission check |
9 | Click edit icon → Modify note | Note becomes editable, save changes | Edit note content | Note updates with "Updated by [User] on [Timestamp]" | In-place editing |
10 | Login as admin → Check admin permissions | Admin can edit all notes | Admin user | Edit icons visible on all notes for admin | Admin permissions |
EXPORT FUNCTIONALITY |
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11 | Click Export button → Select CSV format | Notes export to CSV file | Export action | CSV file downloads with current notes data | Export validation |
DATA VALIDATION |
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12 | Navigate to different asset → Check note isolation | Shows only notes for selected asset | Different asset | Notes list changes per asset | Asset-specific notes |
Verification Points
- Primary_Verification: Notes creation with proper timestamps, permission-based editing, search/filter functionality, and export capability
- Secondary_Verifications: Button states work correctly, chronological ordering maintained, admin permissions function properly
- Negative_Verification: Cannot create empty notes, cannot edit others' notes (non-admin), proper asset isolation
