Asset Registry--Systems Management (AX02US02)

Acceptance Criteria

Test Cases Covering

Validation Method

AC01: Comprehensive dashboard with total systems, operational status, maintenance status, high criticality

TC_001, TC_014

KPI calculations, database queries

AC02: Three-step system registration (basic info, location, operational parameters, criticality, contacts)

TC_002, TC_003, TC_004

Complete wizard flow validation

AC03: System detail pages with 11 tabs (Performance, Alerts, Finance, Compliance, etc.)

TC_005, TC_006, TC_007, TC_008, TC_009, TC_015

Tab navigation and content validation

AC04: Real-time performance monitoring with system health index, availability, compliance

TC_005, TC_016

Formula validation, real-time data checks

AC05: Alert management with critical components, anomalies, maintenance notifications

TC_008, TC_017

Alert categorization and workflow validation

AC06: Asset management with condition scores, risk scores, uptime percentages

TC_007, TC_018

Asset association and metrics validation

AC07: Service order management with status tracking and priority assignment

TC_019

Workflow and status transition validation

AC08: Water quality monitoring with real-time parameter tracking

TC_006, TC_020

Parameter compliance and calculation validation

AC09: Financial tracking with book value, depreciation, component end-of-life

TC_009, TC_021

Financial formula validation

AC10: Compliance monitoring with automated parameter checking

TC_006, TC_020

Regulatory compliance validation

AC11: File management with metadata tracking

TC_004, TC_022

File upload and metadata validation

AC12: Notes and comments with search and user attribution

TC_023

Note management validation

AC13: Activity logs with chronological display

TC_024

Activity tracking validation

AC14: Role-based access control

TC_013, TC_025

Permission validation by role

AC15: Mobile-responsive interfaces

TC_010, TC_026

Responsive design validation

AC16: Data export functionality

TC_001, TC_027

Export feature validation

AC17: Search and filtering capabilities

TC_001, TC_028

Search algorithm validation

AC18: Data validation with error messages

TC_002, TC_029

Validation rule testing

AC19: Automated notifications

TC_008, TC_030

Notification trigger validation

AC20: External system integration

TC_011, TC_031

API integration validation

Step #

Action

Expected Result

Test Data

Formula/Navigation Validation

AC01: COMPREHENSIVE DASHBOARD VALIDATION

1

Navigate via Dashboard > Asset Registry > Systems

Systems page loads with breadcrumb: "Dashboard > Asset Registry > Systems"

N/A

Verify breadcrumb navigation path, URL: /dashboard/asset-registry/systems

2

Verify page title and subtitle

Title: "Systems", Subtitle: "Manage and monitor all operational systems within your utility"

N/A

Text content validation, check for typos

3

TOTAL SYSTEMS KPI VALIDATION

Formula: COUNT(System_ID) from Systems_Table

Expected: 10 systems

SQL: SELECT COUNT(*) FROM systems WHERE deleted_at IS NULL

4

Verify tooltip on Total Systems

Tooltip: "Total Registered Systems - The total number of systems, regardless of status, that are registered in the asset management platform."

N/A

Hover validation, tooltip content accuracy

5

OPERATIONAL SYSTEMS KPI VALIDATION

Formula: COUNT(System_ID) WHERE Status = 'Operational'

Expected: 7 operational

SQL: SELECT COUNT(*) FROM systems WHERE status = 'Operational' AND deleted_at IS NULL

6

Verify operational tooltip

Tooltip: "Operational Systems - The number of systems that are currently active and functioning as expected."

N/A

Tooltip validation on hover

7

UNDER MAINTENANCE KPI VALIDATION

Formula: COUNT(System_ID) WHERE Status = 'Under Maintenance'

Expected: 1 maintenance

SQL: SELECT COUNT(*) FROM systems WHERE status = 'Under Maintenance' AND deleted_at IS NULL

8

HIGH CRITICALITY KPI VALIDATION

Formula: COUNT(System_ID) WHERE Criticality IN ('High', 'Very High')

Expected: 6 high criticality

SQL: SELECT COUNT(*) FROM systems WHERE criticality IN ('High', 'Very High') AND deleted_at IS NULL

AC16: DATA EXPORT FUNCTIONALITY

9

Click Export Data button

CSV/Excel download dialog appears

N/A

File download validation, MIME type check

10

Download and open export file

File contains all visible filtered systems with correct data

Current filter state

File validation: Headers match table columns, data accuracy

11

Verify export filename format

Format: "systems_export_YYYY-MM-DD_HH-MM.csv"

Current timestamp

Filename pattern validation

AC17: SEARCH AND FILTERING CAPABILITIES

12

Clear all filters

Click Total Systems card to reset

N/A

Navigation: All filters cleared, 10 systems visible

13

Test search box with System ID

Enter "SYS-001" in search box

"SYS-001"

Real-time filtering: Table shows only SYS-001 row

14

Verify search algorithm

Search works on System ID, Name, Type columns

Various search terms

Algorithm: Case-insensitive partial matching on specified columns

15

Test search with System Name

Enter "Primary Intake"

"Primary Intake"

Table filters to matching system names

16

Test search with System Type

Enter "Pumping"

"Pumping"

Table filters to pumping station types

17

Clear search

Delete search text

N/A

Search reset: All 10 systems visible again

18

Open Filters dropdown

Click Filters button

N/A

Navigation: Dropdown/modal with filter options opens

19

Test Status filter

Select "Operational" from Status filter

Multiple selection

Filter application: Only operational systems shown

20

Test Criticality filter

Select "High, Very High" from Criticality filter

Multi-select

Filter combination: Shows operational AND high criticality systems

21

Test Type filter

Select "Pumping Station" from Type filter

System type

Filter chaining: All 3 filters applied simultaneously

22

Clear all filters

Click "Clear Filters" or reset

N/A

Filter reset: All systems visible, filter UI cleared

SYSTEMS REGISTRY TABLE VALIDATION

33

Verify all table columns present

System ID, System Name, Type, Status, Criticality, Facility, Location, Date Established, Design Capacity, Current Throughput, Actions

N/A

Table structure: All required columns visible and labeled correctly

34

Verify System ID 

System IDs are visible

Click SYS-001

-

35

Verify System ID format

Format: SYS-XXX (auto-generated)

Various system IDs

Data validation: System ID follows naming convention

36

Verify Status color coding

Operational=Green, Under Maintenance=Orange, etc.

All status types

Visual validation: Consistent color coding across statuses

37

Verify Criticality display

Very High=Red, High=Red, Medium=Yellow, Low=Green

All criticality levels

Color coding: Matches criticality assessment scale

38

Verify Design Capacity units

All values show in MGD (Million Gallons per Day)

Capacity values

Unit validation: Consistent MGD units, proper formatting

39

Verify Current Throughput calculation

Real-time/recent measurement values

SCADA integration

Real-time data: Values update from operational systems

40

Test Actions kebab menu

Click (...) menu for each system

Each system row

Menu options: View Details, Edit System, Create Service Order, Delete System

41

Verify kebab menu permissions

Options available based on user role

Current user role

Permission validation: Menu items match role capabilities

42

Test pagination controls

Navigate between pages if >25 systems

Large dataset

Pagination: Previous/Next buttons, page numbers functional

43

Verify page size selector

Options: 10, 25, 50, 100 per page

Page size options

Page size: Table updates correctly with size changes

ADD NEW SYSTEM BUTTON VALIDATION

44

Verify Add New System button placement

Primary CTA button in top-right corner

N/A

UI placement: Prominent, accessible, proper styling

45

Check button permissions

Button visible for users with create permissions

Asset Manager role

Permission check: Button hidden for read-only users

46

Click Add New System button

Multi-step wizard opens (Step 1 of 3)

N/A

Navigation: Wizard modal/page opens with step indicator

Step #

Action

Expected Result

Test Data

Comments

1

Click "Add New System" button

Multi-step wizard opens, Step 1 active

N/A

Verify progress indicator shows 1/3

2

Select facility from dropdown

Facility dropdown populates, select "Main Treatment Plant"

Facility: Main Treatment Plant

Auto-population should occur

3

Select system type

Dropdown shows available types

System Type: Pumping Station

Required field validation

5

Enter System Name

Field accepts text input

"Test Primary Pump Station"

Required field, 100 char limit

6

Select Status

Radio buttons for Planned/Operational

Status: Operational

Default should be "Planned"

7

Set Commission Date

Date picker opens, select date

Date: 2025-01-18

Label changes based on status

8

Select Backup Status

Dropdown with None/Partial/Full options

Backup: None

Used for criticality calculation

9

Select Operational Hours

Dropdown with 24/7/Intermittent/On-Demand

Hours: 24/7

Used for criticality calculation

10

Enter address in Location section

Address field accepts input

"123 Water Works Drive, Springfield, IL 62701"

Should auto-populate from facility

11

Click on map to set location

Map pin places, lat/long auto-fill

Click on map area

Coordinates should auto-populate

12

Verify latitude/longitude fields

Read-only fields show coordinates

Lat: 39.7817, Long: -89.6501

WGS 84 format validation

13

Enter description

Multi-line textarea accepts input

"Primary pumping station for water distribution..."

Optional field, 500 char limit

14

Click "Next" button

Validation passes, advances to Step 2

N/A

All required fields must be complete

Step #

Action

Expected Result

Test Data

Comments

1

Verify Step 2 loads with correct title

"Step 2: Operations & Criticality" displayed

N/A

Progress shows 2/3

2

Enter Design Capacity

Numerical field accepts input

50

Unit defaults to MGD

3

Select capacity unit

Dropdown shows MGD, GPM, m³/hr options

MGD

Verify unit conversion

4

Enter Current/Average Throughput

Optional field accepts numerical input

45

Same unit as design capacity

5

Verify Monitored Parameters section

Shows empty table initially

N/A

Based on system type selection

6

Click "Add Parameter" button

Parameter entry row appears

N/A

Table structure validation

7

Add first parameter

Enter parameter name, unit, value

Chlorine Residual, mg/L, 2.0

Verify field validation

8

Add second parameter

Add another parameter row

pH Level, pH, 7.2

Multiple parameters support

9

Add third parameter

Add another parameter row

Turbidity, NTU, 0.15

Remove button functionality

10

Remove a parameter

Click X button, parameter removed

Remove pH Level

Confirm deletion

11

Verify Criticality Assessment section

Shows 5 sliders with weights

N/A

Total weights = 100%

12

Check Impact on Water Supply slider

Pre-positioned based on Step 1 data

Expected: 5 (30% weight)

System type = Pumping Station

13

Check Health and Regulatory Risk

Pre-positioned based on system type

Expected: 2 (25% weight)

Pumping has indirect health risk

14

Check Redundancy/Backup Available

Pre-positioned based on backup status

Expected: 5 (15% weight)

Backup = None

15

Check Operational Dependency

Pre-positioned based on operational hours

Expected: 5 (15% weight)

Hours = 24/7

16

Check Public/Customer Impact

Pre-positioned based on system type

Expected: 5 (15% weight)

Pumping directly impacts customers

17

Adjust slider values

Move sliders to test calculation

Adjust values as needed

Real-time calculation

18

Verify Final Criticality Score

Calculated score displays correctly

Expected: 3.0-4.0 (High)

Formula validation

19

Check score calculation

Manual calculation matches displayed

(5×0.30)+(2×0.25)+(5×0.15)+(5×0.15)+(5×0.15) = 4.0

Business rule validation

20

Click "Next" button

Validation passes, proceeds to Step 3

N/A

All data preserved

Step #

Action

Expected Result

Test Data

Comments

1

Verify Step 3 loads correctly

"Step 3: Docs & Contacts" displayed

N/A

Progress shows 3/3

2

Verify Documentation section

File upload area visible

N/A

Drag-and-drop functionality

3

Click "Select Files" button

File browser dialog opens

N/A

Multiple file selection

4

Select test PDF file

File appears in upload queue

system_manual.pdf (2MB)

Progress indicator shown

5

Select test image file

Second file appears in queue

schematic.jpg (1.5MB)

Multiple files supported

6

Verify file upload progress

Upload progress bars display

N/A

Real-time progress updates

7

Wait for upload completion

Files show as uploaded successfully

N/A

Success indicators

8

Test file removal

Click remove button on one file

Remove system_manual.pdf

Confirm removal dialog

9

Re-upload removed file

Upload same file again

system_manual.pdf

Duplicate handling

10

Enter Contact Person name

Text field accepts input

"John Smith"

Required field validation

11

Enter Email address

Email field accepts input

"john.smith@waterworks.com"

Email format validation

12

Test invalid email format

Enter invalid email

"invalid-email"

Validation error display

13

Correct email format

Enter valid email

"john.smith@waterworks.com"

Validation passes

14

Verify form completion

All required fields complete

N/A

Save button enabled

15

Click "Save System" button

Final validation and save

N/A

System creation process

16

Wait for system creation

Success message and redirect

N/A

Navigate to system detail page

17

Verify system appears in registry

New system visible in main table

System ID: SYS-XXX

Confirm data accuracy

18

Check uploaded files in system

Files accessible in system details

2 files uploaded

File metadata correct

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: Dashboard → Asset Registry → Systems → Click detail view

System detail view loads completely

-

Breadcrumb: Dashboard > Assets > Main Plant Rapid Sand Filtration

2

Verify System Information Header section

All system details display correctly in header block

System ID: FILT-RSF-002, Name: Main Plant Rapid Sand Filtration

Data Source: Systems table (Primary Key)

3

Verify System Type field

Shows correct functional classification

System Type: Filtration System

Data Source: Systems table

4

Verify Commission Date

Date format DD/MM/YYYY

Commission Date: 15/6/2018

Data Source: Systems table

5

Verify Location field

Geographic district/area displayed

Location: North District

Data Source: Systems table

6

Verify Contact Person

Primary point of contact name

Contact Person: John Smith

Data Source: Systems table

7

Verify Contact Phone

Phone number with proper format

Contact: +91 98765 43210

Data Source: Systems table

8

Verify Status field

Current real-time operational status

Status: Operational

Data Source: Systems table (updated by service orders)

9

Click "View on map" link

GIS Integration: Modal window opens displaying system location on GIS map

Navigation: Opens map modal with Lat/Long coordinates

Integration: Leaflet/ArcGIS, Data Source: Systems table (Latitude/Longitude)

10

Verify map modal content

Map displays precise system location with pin marker

Business Rule: Uses stored Lat/Long coordinates

Close modal after verification

11

Verify Description field

Detailed text description of system purpose

Description: "Primary rapid sand filtration system for municipal water treatment plant serving the central district. Designed for continuous operation with automated backwash cycles."

Data Source: Systems table

12

Navigation: Scroll to Key Stats section in right sidebar

Key Stats section visible with 4 metric 

Visual Verification: Age, Condition Score, Risk Score, Efficiency 

Right sidebar positioning

13

Verify Age calculation

Formula: DATEDIFF(CURRENT_DATE, '2018-06-15', YEAR) = 7 years

Age: 7 years

Tooltip: "System Age - The total time the system has been in service since its commission date."

14

Verify Condition Score calculation

Formula: Weighted average: SUM(asset_condition_score × asset_weight) / SUM(asset_weight) WHERE system_id='FILT-RSF-002' = 85

Condition Score: 85 Good

Business Rule: >80=Good, 60-80=Fair, <60=Poor

15

Verify Risk Score calculation

Formula: Final calculated score from "Criticality Assessment" = 63

Risk Score: 63 Fair

Data Source: From system setup criticality assessment

16

Verify Efficiency calculation

Formula: (Actual_Output/Energy_Consumed)/(Design_Output/Design_Energy) × 100 = 99%

Efficiency: 99%

Tooltip: "Operational Efficiency - A measure of the system's performance, comparing its actual output to its energy or resource consumption against design standards."

17

Navigation: Scroll to Quick Actions section in right sidebar

Quick Actions section with 3 action buttons visible

Visual Verification: Edit Facility, Create Service Order, Schedule Inspection buttons

Below Key Stats section

18

verify "Edit Facility" button state

Business Rule: Button enabled if system has parent facility association

Button: Enabled (system has parent facility)

Navigation Target: Parent facility edit page

19

Click "Edit Facility" button

Navigation: Redirects to facility edit page

-

Business Rule: Pre-populated with parent facility data

20

Navigation: Browser back button → Return to system detail view

Return to FILT-RSF-002 system detail page

-

Navigation history maintained

21

Click "Create Service Order" button

Navigation: Opens service order creation form

-

Business Rule: Form pre-populated with System ID = FILT-RSF-002

22

Verify service order form pre-population

System ID field auto-filled, non-editable

Pre-populated Field: System ID = FILT-RSF-002

Tooltip: "Create Service Order - Create a new work order (e.g., for corrective maintenance) for this system."

23

Navigation: Cancel service order → Return to system detail

Return to system detail view without creating order

-

Cancel button or browser back

24

Click "Schedule Inspection" button

Navigation: Opens Create Schedule wizard

-

Business Rule: Pre-configured for "Inspection" type, system pre-associated

25

Verify schedule wizard pre-configuration

Schedule type = "Inspection", System = FILT-RSF-002

Pre-configured Fields: Type=Inspection, System=FILT-RSF-002

Tooltip: "Schedule Inspection - Set up a new recurring inspection schedule for this system."

26

Navigation: Cancel schedule creation → Return to system detail

Return to system detail view

-

Verify all data persisted correctly

Step #

Action

Expected Result

Test Data

Comments

1

Detail view>> key metrics>> Verify Current Capacity card value

Formula: Current_Throughput / Design_Capacity = 45.2 / 50 MLD

Value Display: "45.2 / 50 MLD"

Real-time throughput data

2

Verify Capacity utilization percentage

Formula: (Current_Throughput / Design_Capacity) × 100 = (45.2/50) × 100 = 90.4%

Progress Bar: 90.4% utilized

Visual progress indicator

3

Verify Capacity progress bar visual

Progress bar fills to 90.4% of total width

Visual Validation: ~90% fill with blue color

Proportional visual representation

4

Verify Operational Performance score

Formula: Composite index from uptime, efficiency, adherence to setpoints = 87

Performance Score: 87

Score range 0-100

5

Verify Performance qualitative rating

Business Rule: Score >85 = "Excellent", 70-85 = "Good", 50-70 = "Fair", <50 = "Poor"

Rating: "Excellent"

Derived from score threshold

6

Verify Critical Alerts count

Formula: COUNT(Alert_ID) WHERE System_ID='FILT-RSF-002' AND Status='Active' AND Priority IN ('High','Critical') = 2

Alert Count: 2

Active high-priority alerts

7

Verify Critical Alerts action text

Sub-text indicates required action

Action Text: "Monitor"

Indicates monitoring needed

8

Verify Assets count

Formula: COUNT(Asset_ID) WHERE Parent_System_ID='FILT-RSF-002' = 12

Asset Count: 12

Total associated assets

9

Verify real-time data refresh

Data updates automatically without page refresh

Real-time Validation: Values update within 30 seconds

Live data streaming

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: System Detail → Performance Tab → System Performance Overview

Complete KPI grid displays with 10 cards

Layout: 4-4-2 card arrangement

Performance overview section

2

Card 1: System Health Index Verify calculation

Formula: SUM(Asset_Condition_Score × Asset_Weight) / SUM(Asset_Weight) WHERE Parent_System_ID = 'FILT-RSF-002' = 89.2

System Health Index: 89.2, Trend: +3.2% from last month

Blue line chart icon, upward trend

3

Hover over System Health Index

Tooltip: "System Health Index - A consolidated score (0–100) indicating overall health of this system, combining asset condition, risk, and operational performance."

Tooltip displays correctly

System-specific description

4

Card 2: System Availability Verify calculation

Formula: ((SUM(scheduled_operating_time) - SUM(unplanned_downtime)) / SUM(scheduled_operating_time)) × 100 WHERE Parent_System_ID = 'FILT-RSF-002' = 97.8%

System Availability: 97.8%, Trend: -0.6% from last month

Green circular progress icon

5

Hover over System Availability

Tooltip: "System Availability - Percentage of time assets were available to perform required functions during the selected period."

Tooltip displays correctly

Availability definition

6

Card 3: Out of Service Assets Verify count

Formula: COUNT(asset_id) WHERE parent_system_id = 'FILT-RSF-002' AND status = 'Out of Service' = 2

Out of Service Assets: 2, Count display

Orange warning triangle icon

7

Verify Out of Service percentage

Formula: (COUNT(out_of_service) / COUNT(total_assets)) × 100 WHERE parent_system_id = 'FILT-RSF-002' = (2/12) × 100 = 16.7%

Out of Service: 2 (16.7%), Trend: +1 from last month

Percentage calculation

8

Hover over Out of Service Assets

Tooltip: "Out of Service Assets - Total number and percentage of assets currently inactive or not operational within this system."

Tooltip displays correctly

System-specific context

9

Card 4: Avg RUL System Assets Verify calculation

Formula: SUM(remaining_useful_life) / COUNT(asset_id) WHERE parent_system_id = 'FILT-RSF-002' = 8.3 years

Avg RUL System Assets: 8.3 yrs, Trend: +0.5 yrs from last quarter

Purple calendar icon

10

Hover over Avg RUL

Tooltip: "Average Remaining Life - Average years remaining before assets reach end of service life."

Tooltip displays correctly

Asset lifecycle context

11

Card 5: Total Assets in System Verify count

Formula: COUNT(asset_id) WHERE parent_system_id = 'FILT-RSF-002' = 12

Total Assets in System: 12, Change: No change

Gray gear icon

12

Hover over Total Assets

Tooltip: "Total Assets in System - The total number of individual assets (e.g., pumps, valves, filters) that make up this system."

Tooltip displays correctly

Asset inventory context

13

Card 6: Inspection Compliance Verify calculation

Formula: (COUNT(completed_inspections) / COUNT(scheduled_inspections)) × 100 WHERE system_id = 'FILT-RSF-002' = 88.9%

Inspection Compliance: 88.9%, Trend: +2.1% monthly variance

Green upward arrow icon

14

Hover over Inspection Compliance

Tooltip: "Inspection Compliance - Percentage of required inspections completed by their due date for this system and its assets."

Tooltip displays correctly

System-specific compliance

15

Card 7: Overall Risk Score Verify calculation

Formula: SUM(asset_risk_score × criticality_weight) / SUM(criticality_weight) WHERE parent_system_id = 'FILT-RSF-002' = 63

Overall Risk Score: 63, Trend: -1.5% monthly variance

Yellow warning shield icon

16

Verify Risk Score classification

Business Rule: 0–30 = Low, 31–70 = Medium, 71–100 = High

Risk Level: Medium (63 falls in 31-70 range)

Risk classification logic

17

Hover over Overall Risk Score

Tooltip: "Overall Risk Score - Aggregated risk score combining probability and consequence of failure for all assets. Lower score indicates lower risk."

Tooltip displays correctly

Risk assessment context

18

Card 8: Service Level Achievement Verify calculation

Formula: (SUM(sla_compliant_time) / SUM(total_operational_time)) × 100 WHERE system_id = 'FILT-RSF-002' = 94.5%

Service Level Achievement: 94.5%, Trend: +2.8% monthly variance

Green checkmark icon

19

Hover over Service Level Achievement

Tooltip: "Service Level Achievement - Percentage of time operational service levels (pressure, flow, quality) were achieved by this system."

Tooltip displays correctly

System SLA context

20

Card 9: Portfolio Failure Rate Verify calculation

Formula: (COUNT(failed_assets) / COUNT(total_assets)) × 100 WHERE parent_system_id = 'FILT-RSF-002' = 4.2%

Portfolio Failure Rate: 4.2%, Trend: -0.6% monthly variance

Green triangle up icon

21

Hover over Portfolio Failure Rate

Tooltip: "Portfolio Failure Rate - The percentage of assets within this system that have recorded a failure in the current period."

Tooltip displays correctly

Failure rate context

22

Card 10: Average MTBF Verify calculation

Formula: AVG(mean_time_between_failures) WHERE parent_system_id = 'FILT-RSF-002' = 2,847 hrs

Average MTBF: 2,847 hrs, Trend: +3.2% monthly variance

Clock icon with upward trend

23

Hover over Average MTBF

Tooltip: "Average Mean Time Between Failures (MTBF) - The average time that passes between one failure and the next for the assets in this system. A higher number is better."

Tooltip displays correctly

Reliability metric context

24

Trend Validation: Verify all trend calculations

Formula: ((Current_Value - Previous_Value) / Previous_Value) × 100 for each KPI

All trends display correct percentage and direction

Trend calculation accuracy

25

Visual Validation: Verify card layout and icons

4-4-2 grid layout, appropriate icons for each metric

Layout matches screenshot exactly

UI/UX consistency

26

Color Coding Validation: Verify status colors

Good metrics = Green, Warning = Orange, Critical = Red

Color coding reflects performance status

Visual status indicators

27

Real-time Update: Verify data refresh

KPI values update automatically without page refresh

Values refresh within 30 seconds

Live data integration

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: Performance Tab → Energy Consumption Section

Energy section displays with 2 KPI cards and 3 action buttons

Energy Efficiency & Monthly Energy Cost cards visible

Below performance KPIs

2

Energy Efficiency: Verify calculation

Formula: Total_Output_ML / Total_Energy_Consumed_kWh = 285 kWh/ML

Energy Efficiency: 285 kWh/ML, Trend: -12 kWh/ML vs last month

Tooltip: "Energy Efficiency - A measure of the system's efficiency, showing how much output (e.g., Million Liters) is produced per kilowatt-hour of energy consumed."

3

Monthly Energy Cost: Verify calculation

Formula: Total_Consumption_kWh × Cost_per_kWh = $18,650

Monthly Energy Cost: $18,650, Trend: -8.2% vs budget

Tooltip: "Monthly Energy Cost - The estimated total cost of energy consumed by this system in the current period."

4

Click "Upload Bill" button

File Upload Dialog: Browser file picker opens

Business Rule: PDF upload with OCR processing

Tooltip: "Upload Bill - Upload a PDF of the electricity bill for this system for automated data entry and record-keeping."

5

Upload electricity bill PDF

OCR Processing: System extracts consumption and cost data automatically

Test File: electricity_bill_june2025.pdf (2MB)

Business Rule: OCR parses total consumption and cost or prompts manual entry

6

Click "Enter Reading" button

Manual Entry Modal: Meter reading input form opens

Business Rule: Manual meter reading entry

Tooltip: "Enter Meter Reading - Manually enter a new reading from the energy meter for this system."

7

Enter new meter reading

Auto-Calculation: System calculates consumption since last reading

Previous: 45,680 kWh, Current: 46,920 kWh

Business Rule: Auto-calculates consumption = Current - Previous

8

Click "Add Reading" to save

KPI Update: Energy Efficiency and Monthly Cost recalculate automatically

Updates consumption: 1,240 kWh, Updates cost

Business Rule: Updates Energy Efficiency and Monthly Energy Cost KPIs

9

Click "View History" link

History Modal: Chronological table of all past energy readings opens

Business Rule: Modal with complete energy history

Tooltip: "View History - View a complete history of all past energy meter readings and calculated costs for this system."

10

Verify History table structure

Required Columns: Date, Previous Reading (kWh), Current Reading (kWh), Consumption (kWh), Cost

Business Rule: Table includes all specified columns

Complete audit trail of energy data

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: Performance Tab → Compliance & Water Quality Section

Water quality parameter cards grid displays

Multiple parameter cards visible in grid layout

Real-time compliance monitoring section

2

Turbidity Parameter Card: Verify structure

Value: 0.12 NTU, Target/Limit: <0.3 NTU, Status Tag: "Within Limits" (Green)

Business Rule: Green status when value within target range

Tooltip: "Turbidity - The most recent measurement for this water quality parameter compared against its regulatory compliance target."

3

Hover over Turbidity card

Tooltip Display: Parameter name and description appear

Tooltip Text: "Turbidity - The most recent measurement for this water quality parameter compared against its regulatory compliance target."

Interactive help information

4

Chlorine Residual Card: Verify compliance status

Value: 1.8 mg/L, Target/Limit: 1.0-2.0 mg/L, Status Tag: "Within Limits" (Green)

Business Rule: Status determined by comparing Value to Target

Color-coded compliance indicator

5

pH Level Card: Verify parameter display

Value: 7.2, Target/Limit: 6.5-8.5, Status Tag: "Within Limits" (Green)

Business Rule: Green=Within Limits, Yellow=Warning, Red=Exceeded

Regulatory compliance validation

6

Temperature Card: Verify within limits

Value: 18.5°C, Target/Limit: Seasonal average, Status Tag: "Normal" (Green)

Business Rule: Normal operational parameter

Environmental parameter tracking

7

Total Coliforms Card: Verify compliance

Value: 0 CFU/100ml, Target/Limit: Required: 0 CFU/100ml, Status Tag: "Compliant" (Green)

Business Rule: Zero tolerance parameter compliance

Critical health parameter

8

Water Hardness Card: Verify moderate status

Value: 125 mg/L CaCO3, Target/Limit: Moderate hardness, Status Tag: "Moderate" (Yellow)

Business Rule: Yellow status for parameters within acceptable but not optimal range

Water quality classification

9

Warning Status Test: Create parameter approaching limit

Simulate parameter value near upper/lower boundary

Value: 2.8 NTU (approaching 3.0 limit), Status: "Warning" (Yellow)

Business Rule: Yellow status for values approaching limits

10

Verify Warning status calculation

Status Logic: Value within 10% of limit triggers warning

Formula: IF (Value >= Target*0.9 AND Value < Target) THEN "Warning"

Early warning threshold calculation

11

Exceeded Status Test: Create parameter violation

Simulate parameter exceeding regulatory limit

Value: 3.2 NTU (exceeding 3.0 limit), Status: "Exceeded" (Red)

Business Rule: Red status for values outside acceptable range

12

Verify Exceeded status calculation

Status Logic: Value above target triggers exceeded status

Formula: IF (Value > Target) THEN "Exceeded"

Compliance violation detection

13

Parameter Card Layout: Verify consistent structure

All cards display: Parameter Name, Current Value, Target/Limit, Status Tag

Visual Validation: Consistent card layout and information display

UI consistency verification

14

Real-time Update Test: Verify data refresh

Parameter values update automatically without page refresh

Real-time Validation: Values refresh within 30 seconds

Live data integration

15

Multiple Parameter Status: Verify mixed compliance

Display scenario with mix of compliant and non-compliant parameters

Test Scenario: 3 Green, 2 Yellow, 1 Red status cards

Comprehensive status validation

16

Status Color Validation: Verify color coding consistency

Green: Within Limits/Compliant, Yellow: Warning/Moderate, Red: Exceeded/Critical

Visual Validation: Consistent color scheme across all cards

Color accessibility compliance

17

Tooltip Consistency: Verify all parameter tooltips

Each parameter card displays contextual tooltip on hover

Tooltip Format: "[Parameter Name] - The most recent measurement for this water quality parameter compared against its regulatory compliance target."

Interactive help validation

18

Parameter Value Precision: Verify decimal places

Values display appropriate precision for each parameter type

Precision Rules: Turbidity (2 decimals), pH (1 decimal), Integers for counts

Data display accuracy

19

Target Range Display: Verify limit formatting

Target/Limit shows appropriate format for each parameter

Format Examples: "<0.3 NTU", "1.0-2.0 mg/L", "6.5-8.5", "0 CFU/100ml"

Regulatory limit presentation

20

Status Tag Positioning: Verify visual hierarchy

Status tag prominently displayed and easily readable

Visual Validation: Status tag visible, appropriate size and contrast

User experience optimization

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: Performance Tab → Asset Health & Work Management Section

Asset health charts and work order lists display

4 subsections: Health Distribution, Age Profile, Work Orders, Frequent Failures

Asset management overview

2

Asset Health Status Distribution: Verify chart

Formula: COUNT(Assets) for each condition (Good, Fair, Poor), Percentage: (Count / Total_Assets) × 100

Good: 8 (66.7%), Fair: 3 (25.0%), Poor: 1 (8.3%)

Tooltip: "Asset Health Distribution - A breakdown of the assets in this system by their current physical condition score."

3

Click on "Poor Condition" bar

Navigation: Filters Assets tab to show only poor condition assets

Business Rule: Clicking bar filters Assets tab by condition

Interactive chart navigation

4

Asset Age Profile: Verify age distribution

Formula: COUNT(Assets) for each age bracket (0-5 yrs, 5-10 yrs, 10-20 yrs, >20 yrs)

0-5 years: 4, 5-10 years: 6, 10-20 years: 2, >20 years: 0

Tooltip: "Asset Age Profile - A breakdown of the assets in this system by their age, helping to identify upcoming replacement needs."

5

Click on ">20 years" bar

Navigation: Filters Assets tab to show only assets in that age bracket

Business Rule: Clicking bar filters Assets tab by age range

Age-based asset filtering

6

Active Work Orders: Verify work order list

Display: Work Order Name, ID, Assigned To, sorted by priority

Replace filter media (WO-2024-001, John Smith), Calibrate sensors (WO-2024-002, Sarah Johnson)

Tooltip: "Active Work Orders - A list of the most important maintenance tasks currently in progress or scheduled for this system."

7

Click "View" button on work order

Navigation: Redirects to detailed work order page

Business Rule: View button navigates to work order details

Work order management integration

8

Frequent Failure Assets: Verify failure ranking

Display: Asset Name, ID, Failure Count, sorted by failure frequency

Primary Pump (P-001, 3 failures), Flow Sensor (S-005, 2 failures)

Tooltip: "Frequent Failure Assets - The 'worst-acting' assets in this system, ranked by the number of failures. These may be candidates for overhaul or replacement."

9

Click "Inspect" button

Action: Creates new inspection work order for that asset

Business Rule: Inspect button creates inspection work order

Proactive maintenance workflow

10

Click "Review" button

Navigation: Redirects to asset's detailed profile page

Business Rule: Review button navigates to asset details

Asset management integration

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: System Detail → Alerts Tab → Active Alerts Section

Active alerts section displays with 2 main widgets

Critical Assets Out of Service & Anomalies widgets visible

Real-time alert monitoring

2

Critical Assets Widget: Verify data source

Query: Assets table filtered by System_ID where Asset_Status = 'Out of Service' OR 'Failure'

Widget displays assets currently non-operational

Real-time asset status monitoring

3

Asset Name & ID: Verify display format

Asset Name & ID: "Secondary Pump P-003"

Business Rule: Shows common name and unique identifier

Tooltip: "Asset Details - The specific asset that is currently out of service."

4

Status/Reason: Verify current status

Status/Reason: "Under Repair", "Parts Ordered", "Awaiting Technician"

Business Rule: Brief note on current repair status

Tooltip: "Current Status - The latest update on the repair or recovery status of this asset."

5

ETA Field: Verify estimated return

ETA: "2025-08-25" or "Parts ETA: 2025-08-23"

Business Rule: Estimated date for return to service

Tooltip: "Estimated Return to Service - The estimated date this asset is expected to be operational again."

6

Click "Prioritize" button

CMMS Integration: Work order priority escalated from 'High' to 'Critical'

Business Rule: Increases priority and triggers notifications

Tooltip: "Prioritize Repair - Click to escalate the priority of the repair work order for this asset."

7

Anomalies Widget: Verify data source

Query: Real-time feed from Anomalies/System_Alerts table filtered by System_ID

Widget displays real-time operational anomalies

SCADA/IIoT system integration

8

Anomaly Asset: Verify source identification

Asset Name & ID: "Motor M-007"

Business Rule: Asset where anomaly detected

Tooltip: "Anomaly Source - The specific asset or sensor reporting an anomalous reading."

9

Anomaly Description: Verify issue details

Description: "Vibration levels high", "Temperature spike detected"

Business Rule: Concise description of detected issue

Tooltip: "Anomaly Details - A description of the deviation from normal operating parameters."

10

Timestamp: Verify detection time

Timestamp: "1 min ago", "12 min ago"

Business Rule: Time elapsed since anomaly detection

Tooltip: "Detection Time - The time that has elapsed since this anomaly was first detected."

11

Click "view" button

Work Order Creation: Opens "Create Service Order" form pre-populated with anomaly details

Business Rule: Pre-populates form with anomaly and asset information

Tooltip: "Investigate Anomaly - Click to create an inspection work order to investigate the root cause of this anomaly."

12

Real-time Updates: Verify alert refresh

New anomalies appear automatically, resolved anomalies removed

Real-time Validation: Updates within 30 seconds

Live SCADA integration

13

Multiple Assets: Verify list handling

Multiple out-of-service assets displayed in scrollable list

Business Rule: All qualifying assets shown

Comprehensive asset monitoring

14

Priority Escalation: Verify notification trigger

Maintenance team receives notification after priority escalation

Integration Test: CMMS notification system

Workflow automation

Step #

Action

Expected Result

Test Data

Comments

1

Navigation: Alerts Tab → Maintenance & Workload Overview Section

KPI cards section displays with 4 main cards

Emergency Work Orders, SLA Breaches, Overdue Tasks, Work Order Backlog

Workload monitoring dashboard

2

Emergency Work Orders: Verify count calculation

Formula: COUNT(SO_ID) WHERE System_ID = 'FILT-RSF-002' AND Priority = 'Emergency' AND Status != 'Completed' = 7

Emergency Work Orders: 7, Action: "Assign Resources"

Tooltip: "Emergency Work Orders - The number of open work orders that require immediate attention to prevent or resolve a critical failure."

3

Click "Assign Resources" button

Navigation: Opens resource allocation view filtered for emergency work orders

Business Rule: Shows only emergency work orders for resource assignment

Resource management integration

4

SLA Breaches: Verify breach count

Formula: COUNT(SLA_Breach_ID) WHERE System_ID = 'FILT-RSF-002' AND Period = 'Current' = 3

SLA Breaches: 3, Action: "Escalate"

Tooltip: "SLA Breaches - The number of times this system has operated outside of its defined service level targets in the current period."

5

Click "Escalate" button

Notification Workflow: Triggers notifications to management and compliance teams

Business Rule: Escalates SLA violations for management attention

Compliance workflow automation

6

Overdue Tasks: Verify overdue calculation

Formula: COUNT(SO_ID) WHERE System_ID = 'FILT-RSF-002' AND Due_Date < Current_Date AND Status != 'Completed' = 12

Overdue Tasks: 12, Action: "View Details"

Tooltip: "Overdue Tasks - The number of scheduled work orders for this system that have not been completed by their due date."

7

Click "View Details" button

Navigation: Opens O&M tab pre-filtered to show overdue work orders

Business Rule: Filters to show only overdue tasks

Task management integration

8

Work Order Backlog: Verify hours calculation

Formula: SUM(Estimated_Hours) WHERE System_ID = 'FILT-RSF-002' AND Priority != 'Emergency' AND Status = 'Open' = 156 hrs

Work Order Backlog: 24 (Est. 156 hours), Action: "Optimize Schedule"

Tooltip: "Work Order Backlog - The total estimated labor hours required to complete all currently open work orders for this system."

9

Click "Optimize Schedule" button

Navigation: Opens scheduling tool for backlog management

Business Rule: Shows scheduling interface for workload optimization

Schedule optimization tool

10

KPI Refresh: Verify real-time updates

KPI values update automatically as work orders are completed/created

Real-time Validation: Values refresh within 60 seconds

Live data integration

11

Visual Indicators: Verify alert levels

High numbers display with warning colors (red/orange)

Visual Validation: Color coding reflects urgency levels

User experience optimization