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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