O & M--Schedules Management (AX03US04)
Schedules Management Test Cases - Complete Coverage
Test Case 01: Create Monthly PM Schedule with Time-Based Frequency
Test Case Metadata
- Test Case ID: AX03US04_TC_001
- Title: Create Monthly PM Schedule with Time-Based Frequency - Complete Happy Path
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Smoke
- Automation Status: Planned-for-Automation
Enhanced Tags Tags: Happy-Path, PM-Schedule, Time-Based, Schedule-Creation, MOD-Schedules, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Customer-Enterprise, Risk-High, Business-Critical, Revenue-Impact-High, Integration-Point, Multi-Step-Wizard
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: Medium
- Expected Execution Time: 8 minutes
- Reproducibility Score: High
- Data Sensitivity: Medium
- Failure Impact: Critical
Coverage Tracking
- Feature Coverage: 85%
- Integration Points: SOP-Service, Asset-Service, Authentication-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-12, AC-13 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Quality-Dashboard, Module-Coverage, Feature-Readiness
- 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: SOP Service, Asset Service, Authentication Service
- Performance Baseline: Page load <3 seconds, Form submission <1 second
- Data Requirements: Active SOPs, Asset inventory with condition scores
Prerequisites
- Setup Requirements: O&M Manager account with full schedule permissions
- User Roles Permissions: O&M Manager - Full CRUD permissions on schedules
- Test Data:
- User: om_manager@utilitytest.com / TestPass123!
- SOP: SOP-PUMP-001 "Monthly Pump Check" - $125.00, 4 tasks
- Assets: PUMP-001, PUMP-002, PUMP-003 with Good condition scores
- Prior Test Cases: Authentication successful, Dashboard accessible
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Login and navigate to O&M → Schedules | Dashboard loads with 4 KPI cards and schedule list | om_manager@utilitytest.com | Verify dashboard structure |
2 | Click "Create New Schedule" button | Multi-step wizard opens showing Step 1 form | N/A | Wizard initialization |
3 | Verify Schedule ID is auto-generated | Field shows "PM-2025-001" format, read-only with grey background | System generated | ID format validation |
4 | Enter Schedule Name | Field accepts input without validation errors | "Monthly Pump Inspection - Station 3" | 100-character limit test |
5 | Select Schedule Type dropdown | Shows "Preventive Maintenance" and "Inspection" options | "Preventive Maintenance" | Type selection validation |
6 | Enter Task Description | Text area accepts input up to 500 characters | "Comprehensive pump maintenance including lubrication, inspection, and performance testing" | Character limit test |
7 | Set Default Priority dropdown | Shows Low, Medium, High, Critical options | "Medium" | Priority validation |
8 | Set Estimated Duration | Numeric field accepts decimal to 1 place | "2.5" | Decimal precision test |
9 | Verify Dynamic Schedule toggle | Toggle in OFF position by default | Default OFF | Default state check |
10 | Click "Next" button | Navigates to Step 2 - SOP Selection | N/A | Step progression |
11 | Search for SOP in search field | Results filter showing matching SOPs | "pump" | Search functionality |
12 | Select SOP-PUMP-001 radio button | Radio button selected, SOP details populate | SOP-PUMP-001 | Single selection validation |
13 | Verify SOP details display | Shows Service Association, Operation Type, Tasks, Cost | Expected SOP data | Data population check |
14 | Click "Next" button | Navigates to Step 3 - Asset Selection | N/A | Step transition |
15 | Select multiple assets using checkboxes | Checkboxes selected, counter updates | PUMP-001, PUMP-002, PUMP-003 | Multi-selection test |
16 | Verify asset counter updates | Shows "3 assets selected" at bottom | 3 assets | Counter accuracy |
17 | Expand "Schedule Frequency & Timing" section | Frequency configuration section displays | N/A | Section expansion |
18 | Select "Time-Based" from Frequency Type | Time-based options appear dynamically | "Time-Based (e.g., daily, weekly, monthly)" | Dynamic field display |
19 | Select "Monthly" from Recurrence | Monthly frequency selected | "Monthly" | Frequency option validation |
20 | Set Start Date using date picker | Date selected, validates future date only | "2025-09-15" | Date validation |
21 | Verify Next Execution calculation | Shows calculated next run date | "October 15, 2025" | Date calculation logic |
22 | Click "Save Schedule" button | Schedule saves successfully, redirects to dashboard | N/A | Save operation |
23 | Verify schedule in dashboard list | New schedule appears with Active status | PM-2025-001 | Persistence verification |
24 | Verify KPI cards updated | Schedule count increases by 1 | Updated count | Real-time KPI update |
Verification Points
- Primary Verification: Schedule created successfully and appears in dashboard with Active status
- Secondary Verifications: Schedule ID follows correct format, KPI cards update, all form data persisted
- Negative Verification: No error messages displayed, no data loss during multi-step process
Test Case 02: Dashboard KPI Cards Calculation Accuracy
Test Case Metadata
- Test Case ID: AX03US04_TC_002
- Title: Verify Dashboard KPI Cards Display with Correct Calculations
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: Integration
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Automated
Enhanced Tags Tags: Happy-Path, Dashboard-KPIs, Calculation-Logic, Real-Time-Updates, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical, Revenue-Impact-High
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: High
- Complexity Level: Medium
- Expected Execution Time: 5 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: Critical
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Schedule-Database, KPI-Calculation-Engine
- Code Module Mapped: AX
- Requirement Coverage: AC-14 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Dashboard-Analytics, KPI-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: Schedule Database, Real-time calculation service
- Performance Baseline: KPI calculation under 2 seconds
- Data Requirements: Known dataset with predictable KPI values
Prerequisites
- Setup Requirements: Database with known schedule data for accurate calculations
- User Roles Permissions: O&M Manager with dashboard access
- Test Data:
- Total Active Schedules: 47 (verified count)
- Schedules Due Next 7 Days: 12 (verified by due dates)
- Overdue Schedules: 3 (verified overdue status)
- Completion Rate: 89% (calculated from last 30 days data)
- Prior Test Cases: Authentication and dashboard access successful
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to O&M → Schedules dashboard | Dashboard loads displaying 4 KPI cards | N/A | Initial load verification |
2 | Verify "Total Active Schedules" KPI | Shows count "47" with "Currently Active" subtitle | Expected: 47 | Active count accuracy |
3 | Verify KPI card styling | Blue background with calendar icon | Visual validation | Card design check |
4 | Verify "Schedules Due (Next 7 Days)" KPI | Shows count "12" with "Upcoming tasks" subtitle | Expected: 12 | Due date logic validation |
5 | Verify KPI card styling | Orange background with clock icon | Visual validation | Card design consistency |
6 | Verify "Overdue Schedules" KPI | Shows count "3" with "Need attention" subtitle | Expected: 3 | Overdue calculation |
7 | Verify KPI card styling | Red background with warning icon | Visual validation | Alert state styling |
8 | Verify "Completion Rate (Last 30 Days)" KPI | Shows percentage "89%" with "Good performance" | Expected: 89% | Rate calculation accuracy |
9 | Verify KPI card styling | Green background with checkmark icon | Visual validation | Success state styling |
10 | Create new active schedule | Use existing schedule creation process | New schedule | Real-time update test |
11 | Refresh dashboard | KPI cards update with new values | Updated counts | Dynamic calculation |
12 | Verify "Total Active Schedules" increased | Count shows "48" (previous + 1) | Expected: 48 | Real-time increment |
13 | Deactivate one existing schedule | Change status from Active to Inactive | Selected schedule | Status change impact |
14 | Verify "Total Active Schedules" decreased | Count shows "47" (back to original) | Expected: 47 | Status change reflection |
15 | Check KPI calculation performance | All KPIs update within 2 seconds | Performance baseline | Speed validation |
Verification Points
- Primary Verification: All four KPI cards display mathematically correct values based on current data
- Secondary Verifications: Visual styling consistent, Icons appropriate, Real-time updates working
- Negative Verification: No incorrect calculations, No performance degradation, No display errors
Test Case 03: Schedule Details View Complete Information Display
Test Case Metadata
- Test Case ID: AX03US04_TC_003
- Title: View Schedule Details with Complete Information and Tab Navigation
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Happy-Path, Schedule-Details, Information-Display, Tab-Navigation, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Medium, Business-Critical
Business Context
- Customer Segment: All
- Revenue Impact: Medium
- Business Priority: Must-Have
- Customer Journey: Daily-Usage
- Compliance Required: No
- SLA Related: Yes
Quality Metrics
- Risk Level: Medium
- Complexity Level: Low
- Expected Execution Time: 6 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: High
Coverage Tracking
- Feature Coverage: 90%
- Integration Points: Schedule-Service, SOP-Service, Asset-Service, History-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-01, AC-02, AC-03, AC-04, AC-05, AC-06 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Product
- Report Categories: User-Experience, Information-Architecture
- 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: Schedule Service, SOP Service, Asset Service, History Service
- Performance Baseline: Page load <3 seconds
- Data Requirements: Existing schedule with complete configuration and history
Prerequisites
- Setup Requirements: Schedule PM-PUMP-001 exists with complete data
- User Roles Permissions: O&M Manager with view permissions
- Test Data:
- Schedule: PM-PUMP-001 "Monthly Pump Inspection - Station 3"
- SOP: SOP-PUMP-001 with $125.00 cost
- Assets: 5 associated pumps
- History: 12 generated service orders
- Prior Test Cases: Dashboard accessible, Schedule exists
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to Schedules dashboard | Dashboard loads with schedule list | N/A | Navigation baseline |
2 | Click on schedule name "PM-PUMP-001" | Detail page loads with schedule information | PM-PUMP-001 | Navigation from list |
3 | Verify breadcrumb navigation | Shows "Dashboard > Service Orders > schedules > PM-PUMP-001" | Breadcrumb path | Navigation context |
4 | Verify schedule header section | Shows Schedule ID, Status badge, Description | Expected header data | Header information |
5 | Verify performance cards section | Shows 4 cards: Next Run, Assets in Scope, Open SOs, Last Run | 4 performance cards | KPI cards display |
6 | Verify "Next Run" card | Shows date "July 15, 2025" with countdown | Expected date | Next execution display |
7 | Verify "Assets in Scope" card | Shows count "5" with "View All Assets" link | Expected: 5 | Asset count accuracy |
8 | Verify "Open Service Orders" card | Shows count with status breakdown | Current open SOs | Work order status |
9 | Verify "Last Run Completed" card | Shows date with completion status | Last execution date | Historical data |
10 | Check Schedule Stats panel | Shows Completion Rate, Overdue SOs, Avg Cycle Time, Total Runs | Right sidebar stats | Performance metrics |
11 | Verify Schedule Actions panel | Shows Edit, Activate/Deactivate, Generate SO buttons | Action buttons | Available actions |
12 | Click "Details" tab | Details tab content displays trigger conditions | Default active tab | Tab content |
13 | Verify Trigger Conditions section | Shows Time-Based schedule with monthly frequency | Expected configuration | Trigger display |
14 | Verify Work Order Template section | Shows default priority, estimated duration, linked SOP | Template information | Template details |
15 | Verify Asset Inclusion section | Shows Dynamic Asset Inclusion status | Asset management info | Dynamic settings |
16 | Click "Assets (5)" tab | Tab activates showing associated assets table | 5 assets expected | Asset tab navigation |
17 | Verify asset table content | Shows Asset ID, Name, Type, Location, Condition columns | 5 pump assets | Asset data display |
18 | Verify asset search functionality | Search field filters results | Search test | Asset filtering |
19 | Click "History (12)" tab | Tab activates showing service order history | 12 historical records | History tab navigation |
20 | Verify history table content | Shows SO ID, Name, Asset, Location, Type, Completed On columns | Historical service orders | History data display |
21 | Sort history by "Total Cost" | Table sorts correctly by cost column | Cost sorting | Sorting functionality |
22 | Verify tab count accuracy | Tab titles show correct counts matching data | Assets (5), History (12) | Count validation |
23 | Click SO ID link in history | Navigates to service order detail page | SO-2025-001 | Hyperlink navigation |
24 | Use browser back to return | Returns to schedule details page | Navigation history | Browser integration |
Verification Points
- Primary Verification: All schedule information displays completely and accurately across all tabs
- Secondary Verifications: Tab counts match actual data, All hyperlinks functional, Performance within baseline
- Negative Verification: No missing data, No broken links, No display errors
Test Case 04: Toggle Schedule Status Between Active and Inactive
Test Case Metadata
- Test Case ID: AX03US04_TC_004
- Title: Toggle Schedule Status Between Active and Inactive from Details Page
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Happy-Path, Status-Toggle, Schedule-Management, State-Change, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Business Context
- Customer Segment: All
- Revenue Impact: Medium
- Business Priority: Must-Have
- Customer Journey: Daily-Usage
- Compliance Required: No
- SLA Related: Yes
Quality Metrics
- Risk Level: Medium
- Complexity Level: Low
- Expected Execution Time: 3 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: Medium
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Schedule-Service, Dashboard-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-07 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: State-Management, User-Actions
- Trend Tracking: No
- Executive Visibility: No
- Customer Impact Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 10/11
- Screen Resolution: Desktop-1920x1080
- Dependencies: Schedule Service, Dashboard refresh service
- Performance Baseline: Status update <1 second
- Data Requirements: Active schedule for status change testing
Prerequisites
- Setup Requirements: Schedule with Active status exists
- User Roles Permissions: O&M Manager with schedule management permissions
- Test Data:
- Schedule: PM-PUMP-001 in Active status
- User: om_manager@utilitytest.com with toggle permissions
- Prior Test Cases: Schedule details accessible
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to schedule details page | Details page loads showing current "Active" status | PM-PUMP-001 | Baseline status check |
2 | Locate toggle switch in header | Toggle switch visible with "Active" label and green indicator | N/A | UI element identification |
3 | Click toggle switch to deactivate | Toggle animates to "Inactive" position, status badge updates to grey | Toggle action | Visual state change |
4 | Verify status badge in header | Badge shows "Inactive" with grey background | Grey badge | Header update |
5 | Verify confirmation message | Success message displays confirming status change | "Schedule deactivated" | User feedback |
6 | Navigate to dashboard | Dashboard loads with updated schedule list | N/A | Dashboard navigation |
7 | Verify schedule status in list | Schedule shows "Inactive" status in dashboard table | Inactive status | Persistence verification |
8 | Verify KPI cards updated | "Total Active Schedules" count decreased by 1 | Updated count | Real-time KPI update |
9 | Return to schedule details | Navigate back to schedule details page | PM-PUMP-001 | Return navigation |
10 | Verify status persisted | Schedule still shows "Inactive" status | Inactive status | Data persistence |
11 | Click toggle to reactivate | Toggle switches back to "Active", badge updates to green | Toggle action | Reactivation test |
12 | Verify reactivation success | Status badge shows "Active" with green background | Green badge | Status restoration |
13 | Check dashboard again | Navigate to dashboard to verify status update | N/A | Final verification |
14 | Verify active status in list | Schedule shows "Active" status in dashboard | Active status | Complete cycle test |
15 | Verify KPI cards restored | "Total Active Schedules" count back to original | Original count | KPI consistency |
Verification Points
- Primary Verification: Status toggle works bidirectionally with immediate visual feedback
- Secondary Verifications: Dashboard reflects status changes, KPI cards update automatically
- Negative Verification: No data loss during status changes, No system errors
Test Case 05: Edit Schedule Opens Pre-filled Wizard
Test Case Metadata
- Test Case ID: AX03US04_TC_005
- Title: Edit Schedule from Details Page Opens Pre-filled Multi-Step Wizard
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Happy-Path, Schedule-Edit, Pre-filled-Form, Multi-Step-Wizard, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Business Context
- Customer Segment: All
- Revenue Impact: Medium
- Business Priority: Must-Have
- Customer Journey: Daily-Usage
- Compliance Required: No
- SLA Related: Yes
Quality Metrics
- Risk Level: Medium
- Complexity Level: Medium
- Expected Execution Time: 7 minutes
- Reproducibility Score: High
- Data Sensitivity: Medium
- Failure Impact: Medium
Coverage Tracking
- Feature Coverage: 85%
- Integration Points: Schedule-Service, SOP-Service, Asset-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-08 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Edit-Functionality, Data-Persistence
- Trend Tracking: No
- Executive Visibility: No
- Customer Impact Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 10/11
- Screen Resolution: Desktop-1920x1080
- Dependencies: Schedule Service, SOP Service, Asset Service
- Performance Baseline: Form load <2 seconds
- Data Requirements: Complete schedule with all configuration data
Prerequisites
- Setup Requirements: Schedule PM-PUMP-001 with complete configuration
- User Roles Permissions: O&M Manager with schedule edit permissions
- Test Data:
- Schedule: PM-PUMP-001 "Monthly Pump Inspection - Station 3"
- SOP: SOP-PUMP-001 associated
- Assets: 3 pumps associated (PUMP-001, PUMP-002, PUMP-003)
- Frequency: Monthly, Time-based
- Prior Test Cases: Schedule accessible in details view
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to schedule details page | Details page displays complete schedule information | PM-PUMP-001 | Baseline data verification |
2 | Click "Edit Schedule" button | Multi-step wizard opens in edit mode | N/A | Edit initiation |
3 | Verify wizard title shows "Edit" | Page title shows "Edit PM/Inspection Schedule" | Edit mode indicator | Mode identification |
4 | Verify Step 1 pre-population | All basic fields show current values | Existing schedule data | Data pre-population |
5 | Check Schedule ID field | Shows current ID, remains read-only | PM-PUMP-001 | ID persistence |
6 | Check Schedule Name field | Shows "Monthly Pump Inspection - Station 3" | Current name | Name pre-fill |
7 | Check Schedule Type field | Shows "Preventive Maintenance" selected | Current type | Type pre-selection |
8 | Check Task Description field | Shows current task description | Current description | Description pre-fill |
9 | Check Default Priority field | Shows "Medium" selected | Current priority | Priority pre-selection |
10 | Check Estimated Duration field | Shows "2.5" hours | Current duration | Duration pre-fill |
11 | Click "Next" to Step 2 | SOP selection step loads | N/A | Step progression |
12 | Verify current SOP selected | SOP-PUMP-001 radio button is selected | SOP-PUMP-001 | SOP pre-selection |
13 | Verify SOP details displayed | Shows current SOP information | Expected SOP data | SOP data display |
14 | Click "Next" to Step 3 | Asset selection step loads | N/A | Step progression |
15 | Verify current assets selected | 3 pump assets have checked checkboxes | PUMP-001, PUMP-002, PUMP-003 | Asset pre-selection |
16 | Verify asset counter | Shows "3 assets selected" | 3 assets | Counter accuracy |
17 | Verify frequency configuration | Time-based Monthly settings displayed | Current frequency | Frequency pre-fill |
18 | Make minor edit to Schedule Name | Change name to add " - Updated" | "Monthly Pump Inspection - Station 3 - Updated" | Edit capability test |
19 | Click "Save Schedule" | Changes save successfully | Modified name | Save functionality |
20 | Verify redirect to details | Returns to updated schedule details page | Updated schedule | Navigation flow |
21 | Verify changes persisted | Schedule name shows updated value | Modified name | Change persistence |
22 | Verify other data unchanged | All other configuration remains the same | Original data | Selective update |
Verification Points
- Primary Verification: Edit wizard opens with all current data pre-populated correctly
- Secondary Verifications: Changes save successfully, Navigation flow works, Data integrity maintained
- Negative Verification: No data loss during edit, No unintended changes to other fields
Test Case 06: Manual Schedule Trigger Using Run Now Button
Test Case Metadata
- Test Case ID: AX03US04_TC_006
- Title: Manual Schedule Trigger Creates Service Orders Using Run Now Button
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Integration
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Happy-Path, Manual-Trigger, Service-Order-Generation, Integration-Test, MOD-Schedules, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-High, Business-Critical
Business Context
- Customer Segment: All
- 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: 5 minutes
- Reproducibility Score: High
- Data Sensitivity: Medium
- Failure Impact: High
Coverage Tracking
- Feature Coverage: 90%
- Integration Points: Schedule-Service, Service-Order-Service, Asset-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-09 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Integration-Testing, Service-Order-Generation
- 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: Schedule Service, Service Order Service, Asset Service, Notification Service
- Performance Baseline: Service order creation <3 seconds
- Data Requirements: Active schedule with associated assets
Prerequisites
- Setup Requirements: Active schedule with associated assets exists
- User Roles Permissions: O&M Manager with schedule execution permissions
- Test Data:
- Active Schedule: PM-PUMP-001 with 3 associated assets
- Assets: PUMP-001, PUMP-002, PUMP-003 in operational status
- User: om_manager@utilitytest.com with trigger permissions
- Prior Test Cases: Schedule details accessible, Assets operational
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to active schedule details | Details page shows schedule with "Generate SO Manually" button | PM-PUMP-001 | Button availability check |
2 | Verify button is enabled | Button is clickable, not disabled or greyed out | N/A | UI state verification |
3 | Click "Generate SO Manually" button | Confirmation dialog appears asking for confirmation | N/A | User confirmation prompt |
4 | Verify dialog content | Dialog shows warning about creating service orders for all assets | Confirmation message | User guidance |
5 | Click "Cancel" in dialog | Dialog closes, no service orders created | Cancel action | Cancellation test |
6 | Click "Generate SO Manually" again | Confirmation dialog reappears | N/A | Repeatability test |
7 | Click "Confirm" in dialog | Dialog closes, processing indicator appears | Confirm action | Processing feedback |
8 | Wait for completion | Success message displays with count of created SOs | "3 Service Orders Created" | Success confirmation |
9 | Navigate to History tab | History tab shows new entries at top | History tab | Immediate history update |
10 | Verify new service orders | 3 new SOs appear with current timestamp | Today's date/time | SO creation verification |
11 | Check service order details | SOs have correct schedule reference and asset assignments | Schedule and asset data | Data accuracy |
12 | Verify SO status | New service orders have "Open" or "Pending" status | Open status | Initial status check |
13 | Navigate to main dashboard | Dashboard loads with updated KPI cards | N/A | Dashboard navigation |
14 | Verify "Open Service Orders" KPI | Count increased by 3 from manual generation | Previous count + 3 | KPI real-time update |
15 | Check service order list | New SOs appear in main service order list | Generated SOs | System-wide visibility |
16 | Verify notification sent | Check for system notification about manual generation | Notification message | User feedback |
17 | Return to schedule details | Navigate back to schedule details page | PM-PUMP-001 | Return navigation |
18 | Check "Last Run" performance card | Updates to show manual execution timestamp | Current timestamp | Performance card update |
Verification Points
- Primary Verification: Manual trigger creates service orders for all associated assets with proper confirmation
- Secondary Verifications: History updates immediately, KPI cards reflect changes, System notifications sent
- Negative Verification: Cancellation works properly, No duplicate SOs created, No system errors
Test Case 07: Delete Button Disabled for Schedules with Generation History
Test Case Metadata
- Test Case ID: AX03US04_TC_007
- Title: Delete Button Disabled for Schedules with Generation History and Enabled for New Schedules
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Negative-Path, Delete-Protection, Business-Logic, Schedule-Protection, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering, Customer-All, Risk-Medium, Business-Critical
Business Context
- Customer Segment: All
- Revenue Impact: Medium
- Business Priority: Must-Have
- Customer Journey: Daily-Usage
- Compliance Required: Yes
- SLA Related: No
Quality Metrics
- Risk Level: Medium
- Complexity Level: Low
- Expected Execution Time: 4 minutes
- Reproducibility Score: High
- Data Sensitivity: High
- Failure Impact: Medium
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Schedule-Service, History-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-10 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Data-Protection, Business-Logic-Validation
- Trend Tracking: No
- Executive Visibility: No
- Customer Impact Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 10/11
- Screen Resolution: Desktop-1920x1080
- Dependencies: Schedule Service, History Service
- Performance Baseline: Page load <2 seconds
- Data Requirements: Schedules with and without generation history
Prerequisites
- Setup Requirements: Two schedules - one with history, one without
- User Roles Permissions: O&M Manager with delete permissions
- Test Data:
- Schedule with history: PM-PUMP-001 (12 generated SOs)
- Schedule without history: PM-NEW-001 (newly created, no SOs)
- User: om_manager@utilitytest.com with delete permissions
- Prior Test Cases: Schedules accessible in details view
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to schedule with history | Details page shows schedule with generation history | PM-PUMP-001 | History schedule access |
2 | Check History tab count | Tab shows "History (12)" indicating generated SOs | 12 historical records | History verification |
3 | Locate actions panel | Actions panel visible on right side of page | N/A | UI element location |
4 | Check delete button state | Delete button is disabled/greyed out | Disabled state | Protection verification |
5 | Hover over disabled delete button | Tooltip displays explaining why deletion is disabled | "Cannot delete schedule with generation history" | User guidance |
6 | Attempt to click disabled button | No action occurs, button remains disabled | No response | Disabled state test |
7 | Navigate to schedule without history | Details page shows new schedule | PM-NEW-001 | New schedule access |
8 | Check History tab count | Tab shows "History (0)" or no history entries | 0 historical records | No history verification |
9 | Check delete button state | Delete button is enabled and clickable | Enabled state | Availability contrast |
10 | Hover over enabled delete button | Tooltip shows normal delete action | "Delete this schedule" | Normal functionality |
11 | Click enabled delete button | Confirmation dialog appears asking for deletion confirmation | Confirmation dialog | Delete initiation |
12 | Click "Cancel" in dialog | Dialog closes, schedule remains unchanged | Cancel action | Cancellation test |
13 | Click delete button again | Confirmation dialog reappears | Confirmation dialog | Repeatability |
14 | Click "Confirm" in dialog | Schedule deleted successfully, redirect to dashboard | Deletion confirmation | Successful deletion |
15 | Verify schedule removed | Schedule no longer appears in dashboard list | Removed from list | Deletion verification |
16 | Return to schedule with history | Navigate back to protected schedule | PM-PUMP-001 | Return to protected |
17 | Verify delete still disabled | Delete button remains disabled after other operations | Still disabled | Persistent protection |
Verification Points
- Primary Verification: Delete button correctly disabled for schedules with generation history
- Secondary Verifications: Tooltips provide clear explanation, Enabled schedules can be deleted normally
- Negative Verification: No way to bypass delete protection, No accidental deletions possible
Test Case 08: SOP ID and SO ID Hyperlinks Navigation
Test Case Metadata
- Test Case ID: AX03US04_TC_008
- Title: SOP ID and SO ID Fields Function as Hyperlinks to Respective Detail Pages
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Integration
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Manual
Enhanced Tags Tags: Happy-Path, Hyperlink-Navigation, Cross-Module-Integration, MOD-Schedules, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Engineering, Customer-All, Risk-Low, Business-Important
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: Low
- Expected Execution Time: 5 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: Low
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Schedule-Service, SOP-Service, Service-Order-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-11 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Engineering
- Report Categories: Cross-Module-Navigation, 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 10/11
- Screen Resolution: Desktop-1920x1080
- Dependencies: Schedule Service, SOP Service, Service Order Service
- Performance Baseline: Navigation <1 second
- Data Requirements: Schedule with linked SOP and generated service orders
Prerequisites
- Setup Requirements: Schedule with SOP association and service order history
- User Roles Permissions: O&M Manager with cross-module access
- Test Data:
- Schedule: PM-PUMP-001 with linked SOP-PUMP-001
- Generated SOs: SO-2025-0901-001, SO-2025-0801-001
- User: om_manager@utilitytest.com with navigation permissions
- Prior Test Cases: Schedule details accessible, SOP and SO modules functional
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Navigate to schedule details page | Details page displays with linked SOP information | PM-PUMP-001 | Baseline access |
2 | Locate SOP information section | Work Order Template section shows linked SOP | SOP section | SOP display |
3 | Verify SOP ID is hyperlinked | SOP-PUMP-001 appears as clickable blue text | SOP-PUMP-001 | Visual link indicator |
4 | Click on SOP ID link | Browser navigates to SOP detail page | SOP-PUMP-001 | SOP navigation |
5 | Verify SOP page loads correctly | SOP details page displays with correct information | SOP details | Target page validation |
6 | Use browser back button | Returns to schedule details page | Previous page | Browser navigation |
7 | Navigate to History tab | History tab shows generated service orders | History tab | History access |
8 | Verify SO IDs are hyperlinked | SO IDs appear as clickable blue text | SO-2025-0901-001 | SO link visual |
9 | Click on first SO ID link | Browser navigates to service order detail page | SO-2025-0901-001 | SO navigation |
10 | Verify SO page loads correctly | Service order details display with correct data | SO details | Target validation |
11 | Use browser back button | Returns to schedule History tab | History tab | Return navigation |
12 | Click on different SO ID | Navigate to different service order | SO-2025-0801-001 | Multiple SO test |
13 | Verify second SO page loads | Different service order details display | SO details | Second SO validation |
14 | Test browser forward/back | Navigation history works correctly | Navigation flow | Browser integration |
15 | Right-click on SOP ID link | Context menu shows "Open in new tab" option | Context menu | Link functionality |
16 | Open SOP link in new tab | SOP opens in new browser tab | New tab | Tab functionality |
17 | Close new tab and return | Original schedule page remains intact | Original page | Tab management |
Verification Points
- Primary Verification: All SOP and SO IDs function as proper hyperlinks with correct navigation
- Secondary Verifications: Browser navigation works correctly, Links open in new tabs when requested
- Negative Verification: No broken links, No navigation errors, Correct pages load for each ID
Test Case 09: Comprehensive Wizard Mandatory Field Validation
Test Case Metadata
- Test Case ID: AX03US04_TC_009
- Title: Multi-Step Wizard Enforces All Mandatory Field Selections and Validation Rules
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P1-Critical
- Execution Phase: Regression
- Automation Status: Automated
Enhanced Tags Tags: Negative-Path, Field-Validation, Form-Validation, Multi-Step-Wizard, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-QA, Customer-All, Risk-High, Business-Critical
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: High
- Complexity Level: High
- Expected Execution Time: 10 minutes
- Reproducibility Score: High
- Data Sensitivity: Medium
- Failure Impact: Critical
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Form-Validation-Service, Schedule-Service
- Code Module Mapped: AX
- Requirement Coverage: AC-13 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: QA
- Report Categories: Form-Validation, Data-Quality
- 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: Form Validation Service, Schedule Service
- Performance Baseline: Validation response <500ms
- Data Requirements: Access to SOP and Asset databases for selection validation
Prerequisites
- Setup Requirements: Clean environment for form testing
- User Roles Permissions: O&M Manager with schedule creation permissions
- Test Data:
- User: om_manager@utilitytest.com
- Available SOPs and Assets for selection testing
- Prior Test Cases: Authentication successful, Dashboard accessible
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Open schedule creation wizard | Step 1 form loads with empty fields | N/A | Initial state |
2 | Click "Next" without filling any fields | Validation errors appear for all required fields | Empty form | Complete validation |
3 | Verify Schedule Name validation | Red border and error message "Schedule Name is required" | Empty name field | Required field check |
4 | Verify Schedule Type validation | Error message "Please select a schedule type" | No selection | Dropdown validation |
5 | Verify Priority validation | Error message "Default priority is required" | No selection | Priority requirement |
6 | Verify Duration validation | Error message "Estimated duration is required" | Empty duration | Duration requirement |
7 | Fill only Schedule Name | Other validation errors persist | "Test Schedule" | Partial completion |
8 | Enter invalid duration | Validation error for invalid format | "abc" or negative number | Format validation |
9 | Enter duration exceeding limit | Validation error for range | "999.9" | Range validation |
10 | Complete all Step 1 required fields | Next button becomes enabled | Valid data for all fields | Step completion |
11 | Click "Next" to proceed | Step 2 loads successfully | N/A | Step progression |
12 | Click "Next" without SOP selection | Validation error "Please select an SOP" | No SOP selected | SOP requirement |
13 | Select invalid/inactive SOP | Validation error about SOP status | Inactive SOP | SOP status validation |
14 | Select valid SOP | Validation clears, Next becomes enabled | SOP-PUMP-001 | Valid selection |
15 | Proceed to Step 3 | Asset selection step loads | N/A | Step progression |
16 | Click "Save" without asset selection | Validation error "At least one asset must be selected" | No assets selected | Asset requirement |
17 | Select assets with outdated condition | Warning about condition scores >90 days old | Assets with old scores | Condition validation |
18 | Select valid assets | Asset validation passes | Valid assets | Asset approval |
19 | Leave frequency type unselected | Validation error for frequency configuration | No frequency type | Frequency requirement |
20 | Select time-based but no recurrence | Validation error "Recurrence pattern required" | Time-based selected | Pattern requirement |
21 | Set past start date | Validation error "Start date cannot be in the past" | Yesterday's date | Date validation |
22 | Complete all required fields | Form validates successfully | Complete valid data | Full validation |
23 | Save schedule | Schedule creates successfully | Valid complete data | Successful creation |
Verification Points
- Primary Verification: All mandatory fields properly validated with appropriate error messages
- Secondary Verifications: Validation occurs at correct times, Error messages are clear and helpful
- Negative Verification: Cannot proceed without required fields, Invalid data properly rejected
Test Case 10: Dashboard Schedule List Search and Filter Functionality
Test Case Metadata
- Test Case ID: AX03US04_TC_010
- Title: Dashboard Schedule List Search and Filter Functions Work Correctly with Multiple Criteria
- Created By: Prachi
- Created Date: 2025-09-03
- Version: 1.0
Classification
- Module/Feature: Schedules Management (AX03US04)
- Test Type: Functional
- Test Level: System
- Priority: P2-High
- Execution Phase: Regression
- Automation Status: Automated
Enhanced Tags Tags: Happy-Path, Search-Functionality, Filter-Functionality, Dashboard-Features, MOD-Schedules, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Customer-All, Risk-Low, Business-Important
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: 6 minutes
- Reproducibility Score: High
- Data Sensitivity: Low
- Failure Impact: Low
Coverage Tracking
- Feature Coverage: 100%
- Integration Points: Search-Service, Filter-Service, Schedule-Database
- Code Module Mapped: AX
- Requirement Coverage: AC-15 Complete
- Cross Platform Support: Web
Stakeholder Reporting
- Primary Stakeholder: Product
- Report Categories: User-Experience, Search-Performance
- Trend Tracking: No
- Executive Visibility: No
- Customer Impact Level: Medium
Requirements Traceability
Test Environment
- Environment: Staging
- Browser/Version: Chrome 115+
- Device/OS: Windows 10/11
- Screen Resolution: Desktop-1920x1080
- Dependencies: Search Service, Filter Service, Schedule Database
- Performance Baseline: Search results <1 second
- Data Requirements: Multiple schedules with varied attributes for testing
Prerequisites
- Setup Requirements: Dashboard with multiple schedules of different types and statuses
- User Roles Permissions: O&M Manager with dashboard access
- Test Data:
- Multiple schedules including:
- PM schedules and Inspection schedules
- Active and Inactive statuses
- Different asset types (pumps, valves, hydrants)
- Various frequency patterns
- Prior Test Cases: Dashboard accessible with schedule list
Test Procedure
Step | Action | Expected Result | Test Data | Comments |
1 | Load schedules dashboard | Dashboard displays with full schedule list and search/filter controls | N/A | Baseline state |
2 | Verify search field present | Search field visible with placeholder "Search schedules..." | N/A | UI element check |
3 | Verify filter controls present | Filter dropdowns for Type, Status, Frequency visible | N/A | Filter UI verification |
4 | Enter search term "pump" | Results filter to show only schedules containing "pump" | "pump" | Basic search test |
5 | Verify search results accuracy | All displayed schedules contain "pump" in name or description | Pump-related schedules | Search accuracy |
6 | Clear search field | Full schedule list returns | Clear search | Reset functionality |
7 | Use Type filter dropdown | Dropdown shows "All Types", "Preventive Maintenance", "Inspection" | Type options | Filter options |
8 | Select "Preventive Maintenance" | Results show only PM schedules | PM schedules only | Type filtering |
9 | Verify PM filter accuracy | All displayed schedules have PM type badge | PM type verification | Filter validation |
10 | Use Status filter dropdown | Dropdown shows "All Statuses", "Active", "Inactive" | Status options | Status filter options |
11 | Select "Active" status | Results show only active schedules | Active schedules only | Status filtering |
12 | Verify active filter accuracy | All schedules show green "Active" badges | Active status check | Status validation |
13 | Combine Type and Status filters | Results show only Active PM schedules | Active PM schedules | Combined filtering |
14 | Add search term with filters | Search within filtered results | "pump" with filters | Multi-criteria search |
15 | Verify combined criteria results | Results match all three criteria: Active + PM + "pump" | Combined criteria | Complex filtering |
16 | Clear all filters button | All filters and search reset, full list returns | Clear all | Reset all functionality |
17 | Test empty search results | Search for term with no matches | "xyz123" | No results handling |
18 | Verify empty state message | Shows "No schedules found matching your criteria" | Empty results message | User guidance |
19 | Test special characters in search | Search handles special characters correctly | "@#$%" | Special char handling |
20 | Test case sensitivity | Search is case-insensitive | "PUMP" vs "pump" | Case insensitive test |
Verification Points
- Primary Verification: Search and filter functions work correctly individually and in combination
- Secondary Verifications: Performance meets baseline, Empty states handled properly, UI responsive
- Negative Verification: No system errors with invalid searches, Graceful handling of edge cases
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