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O & M--Schedules Management (AX03US04)

Test Case 01: Dashboard KPI and Table Comprehensive Validation

Test Case Metadata

  • Test Case ID: AX03US04_TC_001
  • Title: Verify Schedules Dashboard displays accurate KPIs and functional schedule table with complete user interactions
  • Created By: Prachi
  • Created Date: 2025-01-15
  • Version: 1.0

Classification

  • Module/Feature: Schedules Management (AX03US04)
  • Test Type: Functional
  • Test Level: Integration
  • Priority: P1-Critical
  • Execution Phase: Smoke
  • Automation Status: Planned-for-Automation

Enhanced Tags for 17 Reports Support

  • Tags: Happy-Path, Consumer, MOD-Schedules, P1-Critical, Phase-Smoke, Type-Integration, Platform-Web, Report-Engineering, Happy-Path
  • Additional Context: Dashboard-Testing, KPI-Validation, Table-Functionality, Data-Accuracy, User-Interface

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: High
  • Business_Priority: Must-Have
  • Customer_Journey: Daily-Usage
  • Compliance_Required: No
  • SLA_Related: Yes

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: High
  • Expected_Execution_Time: 8 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 50% (Dashboard KPI and table functionality)
  • Integration_Points: Analytics-Service, Database, UI-Components
  • Code_Module_Mapped: AX
  • Requirement_Coverage: Complete (Covers Acceptance Criteria #12, #14)
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Dashboard-Analytics, KPI-Accuracy, Table-Functionality, User-Experience
  • Trend_Tracking: Yes
  • Executive_Visibility: Yes
  • Customer_Impact_Level: Critical

Requirements Traceability

Test Environment

  • Environment: Staging
  • Browser/Version: Chrome 115+
  • Device/OS: Windows 10/11
  • Screen_Resolution: Desktop-1920x1080
  • Dependencies: Analytics service, Database, UI components
  • Performance_Baseline: Dashboard load < 3 seconds, KPI calculation < 2 seconds
  • Data_Requirements: Mixed dataset with known metrics for validation

Prerequisites

  • Setup_Requirements: Database populated with test schedules representing various states
  • User_Roles_Permissions: O&M Manager with full dashboard access and analytics permissions
  • Test_Data:
    • Total Active Schedules: 47 schedules in Active status
    • Schedules Due (Next 7 Days): 12 schedules with due dates between today and +7 days
    • Overdue Schedules: 3 schedules with due dates in the past
    • Completion Rate (Last 30 Days): 89% calculated from completed vs. total scheduled runs
    • Schedule Types: Mix of Preventive Maintenance (35) and Inspection (12) schedules
    • Test Schedules for Display:
      • PM-PUMP-001: "Monthly Pump Inspection - Station 3"
      • INSP-HYDR-005: "Quarterly Hydrant Inspection"
      • PM-VALVE-003: "Annual Valve Maintenance"
    • User Credentials: john.smith@utilitycompany.com
  • Prior_Test_Cases: Authentication successful, user has proper role assignments

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

A1

Login as O&M Manager

Authentication successful, redirected to main menu

john.smith@utilitycompany.com

Valid credentials

A2

Navigate to O&M → Schedules

Schedules dashboard loads within 3 seconds

N/A

Performance baseline

A3

Verify page title

Shows "Preventive Maintenance & Inspections"

Page title

Correct page loaded

A4

Check page subtitle

Shows "Manage and track all scheduled preventive maintenance tasks and inspections"

Subtitle text

Descriptive information

A5

Verify "Create New Schedule" button

Button visible in top-right corner, properly styled

Create button

Primary action available

B1

Locate KPI cards section

Four KPI cards displayed horizontally in top section

4 cards

Card layout verification

B2

Verify "Total Active Schedules" card

Shows "47" with blue background and calendar icon

Count: 47

Active count accuracy

B3

Check card subtitle

Shows "Currently active" below the count

Subtitle text

Context information

B4

Verify "Schedules Due (Next 7 Days)" card

Shows "12" with orange background and clock icon

Count: 12

Due date calculation

B5

Check due schedules subtitle

Shows "Upcoming tasks"

Subtitle text

Clear labeling

B6

Verify "Overdue Schedules" card

Shows "3" with red background and warning icon

Count: 3

Overdue identification

B7

Check overdue subtitle

Shows "Need attention" in red text

Subtitle emphasis

Urgency indication

B8

Verify "Completion Rate" card

Shows "89%" with green background and checkmark icon

Rate: 89%

Performance metric

B9

Check completion subtitle

Shows "Overall performance"

Subtitle text

Performance context

B10

Test KPI card hover effects

Cards show subtle elevation/shadow on hover

Hover states

Interactive feedback

C1

Verify table column headers

Shows: Schedule ID, Schedule Name, Type, Frequency, Runs, Assets, Next Due Date, Last Completed, Progress, Status, Actions

Column structure

Complete header set

C2

Check first row data (PM-PUMP-001)

All fields populated correctly with proper formatting

PM-PUMP-001 data

Data accuracy

C3

Verify Schedule ID formatting

"PM-PUMP-001" appears as blue hyperlink

Hyperlink format

Navigation capability

C4

Check Schedule Name display

Shows "Monthly Pump Inspection - Station 3" truncated if needed with tooltip

Full name

Content handling

C5

Verify Type badges

"Preventive Maintenance" in blue, "Inspection" in purple

Color coding

Visual categorization

C6

Check Frequency display

Shows "Monthly", "Quarterly", "Annually" clearly

Frequency text

Schedule timing

C7

Verify Runs column

Shows completed/total format "24/25"

Run statistics

Execution tracking

C8

Check Assets column

Shows asset count "5 assets"

Asset count

Scope indication

C9

Verify Next Due Date

Shows dates in DD/MM/YYYY format consistently

Date formatting

Consistent formatting

C10

Check Progress indicators

Visual progress bars with percentage "3/5 Complete"

Progress display

Visual completion

C11

Verify Status badges

"Active" in green, "Inactive" in grey

Status indication

State visualization

C12

Check Actions column

Three-dot menu with hover reveal

Actions menu

Available operations

D1

Click "Schedule Name" column header

Column sorts alphabetically A-Z with up arrow

Ascending sort

Column sorting

D2

Click Schedule Name header again

Sort reverses to Z-A with down arrow

Descending sort

Reverse sorting

D3

Sort by "Next Due Date"

Dates sort chronologically, earliest first

Date sorting

Temporal ordering

D4

Sort by "Status"

Groups Active schedules first, then Inactive

Status grouping

Status-based sorting

D5

Verify sort persistence

Sort order maintained during other operations

Sort stability

State maintenance

D6

Click "Export" button

Export dropdown menu appears with format options

Export menu

Export functionality

D7

Select "Export to CSV"

CSV file downloads within 3 seconds

CSV generation

File export

D8

Verify CSV content

Downloaded file contains current table view

Export accuracy

Content verification

D9

Test Excel export

Excel file downloads with proper column formatting

Excel format

Format options

D10

Validate export speed

All exports complete within 3 seconds

Speed validation

Performance check

E1

Verify pagination controls

Shows "Showing 1-20 of 47" with page navigation

Pagination info

Data chunking

E2

Change page size

Select "50 per page", table shows all 47 schedules

Page size

Display flexibility

E3

Navigate to page 2

Click "Next" or "2", loads second page within 1 second

Page navigation

Performance check

E4

Test page performance

All page changes complete within 1 second

Speed validation

User experience

E5

Verify URL updates

Browser URL reflects current page state

State persistence

Bookmarkable state

Verification Points

Primary Verification

  • Dashboard loads within performance baselines with all components functional
  • All four KPI cards display accurate calculations matching database values
  • Schedule table displays complete data with proper formatting and navigation
  • All user interactions work smoothly with appropriate feedback
  • Export functionality generates accurate data files
  • Pagination handles datasets efficiently

Secondary Verifications

  • Performance remains consistent across all operations
  • Table sorting works correctly for all column types
  • Visual indicators provide clear status information
  • Hover effects and interactions provide proper feedback
  • URL state management maintains user context

Negative Verifications

  • No data inconsistencies between KPI cards and table contents
  • No performance degradation during heavy operations
  • No UI elements break or become inaccessible
  • No data loss during state transitions
  • No export failures or incomplete data



Test Case 02: Search and Filter Functionality

Test Case Metadata

  • Test Case ID: AX03US04_TC_002
  • Title: Verify comprehensive search and filter functionality for schedule discovery and data refinement
  • Created By: Prachi
  • Created Date: 2025-01-15
  • 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 for 17 Reports Support

  • Tags: Happy-Path, Consumer, MOD-Schedules, P2-High, Phase-Regression, Type-Functional, Platform-Web, Report-Product, Happy-Path
  • Additional Context: Search-Functionality, Filter-Options, Data-Discovery, User-Experience

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: Medium
  • Business_Priority: Should-Have
  • Customer_Journey: Daily-Usage
  • Compliance_Required: No
  • SLA_Related: No

Quality Metrics

  • Risk_Level: Medium
  • Complexity_Level: Medium
  • Expected_Execution_Time: 6 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Low
  • Failure_Impact: Medium

Coverage Tracking

  • Feature_Coverage: 35% (Search and filter functionality)
  • Integration_Points: Search-Service, Filter-Engine, Database
  • Code_Module_Mapped: AX
  • Requirement_Coverage: Complete (Covers Acceptance Criteria #15)
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Product
  • Report_Categories: User-Experience, Search-Performance, Data-Discovery
  • 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 engine, Database
  • Performance_Baseline: Search response < 1 second, Filter application < 1 second
  • Data_Requirements: Multiple schedules with varied names, types, statuses for comprehensive testing

Prerequisites

  • Setup_Requirements: Dashboard loaded with diverse schedule dataset
  • User_Roles_Permissions: O&M Manager with read permissions
  • Test_Data:
    • Schedules with "Pump" in name: 8 schedules
    • Inspection type schedules: 12 schedules
    • Active schedules: 47 schedules
    • Overdue schedules: 3 schedules
    • Monthly frequency schedules: 15 schedules
    • High priority schedules: 6 schedules
    • Specific test schedules: PM-PUMP-001, INSP-HYDR-005, PM-VALVE-003
  • Prior_Test_Cases: Dashboard access successful

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

A1

Locate search input field

Search box visible with "Search schedules..." placeholder

Search UI

Input availability

A2

Search by exact Schedule ID

Enter "PM-PUMP-001", table filters to single result instantly

PM-PUMP-001

ID-based search

A3

Verify search result accuracy

Only PM-PUMP-001 row displayed

1 result

Exact match

A4

Clear search and test partial name

Enter "Pump", shows all pump-related schedules

"Pump" search

Partial matching

A5

Verify multiple search results

Shows 8 schedules containing "Pump" in name

8 results

Multiple matches

A6

Test case-insensitive search

Enter "pump" (lowercase), same results as "Pump"

Case insensitive

Search flexibility

A7

Search by schedule type

Enter "Inspection", shows all inspection schedules

Type search

Category search

A8

Verify no results scenario

Enter "NONEXISTENT", shows "No schedules found" message

Empty state

Graceful handling

A9

Test search performance

Search response appears within 1 second

Performance check

Speed requirement

A10

Verify real-time filtering

Results update as user types

Live filtering

Dynamic response

B1

Click "Filter" dropdown button

Filter menu opens with category options

Filter UI

Filter access

B2

Verify filter categories

Shows Type, Status, Frequency, Due Date, Priority options

Filter options

Complete categories

B3

Apply Type filter

Select "Inspection", list shows 12 inspection schedules

Type: Inspection

Category filtering

B4

Verify filter badge

"Type: Inspection" badge appears above table

Filter indicator

Applied filter display

B5

Add Status filter

Select "Active", combines with Type filter

Multi-filter

Filter combination

B6

Check combined filter result

Shows only active inspection schedules (subset)

Combined result

Filter intersection

B7

Add Frequency filter

Select "Monthly", further refines results

Additional filter

Triple filtering

B8

Apply Priority filter

Select "High", adds another filter dimension

Priority filtering

Importance-based filter

B9

Verify filter count indicator

Shows "4 filters applied" or similar count

Filter tracking

Filter awareness

B10

Apply Due Date filter

Select "Next 7 Days", filters by date range

Date filtering

Temporal filtering

B11

Test filter speed

Each filter application completes within 1 second

Performance check

Response speed

B12

Remove single filter

Click X on Type filter, removes only that filter

Selective removal

Individual control

C1

Apply search with existing filters

Search "Pump" with Type: Inspection filter active

Combined operation

Multi-criteria search

C2

Apply filter with active search

Add Status filter while search term active

Combined operation

Layered filtering

C3

Verify combined results

Results match both search and filter criteria

Accurate intersection

Logic validation

C4

Clear search term, keep filters

Search clears but filters remain active

Selective clearing

Independent controls

C5

Clear filters, keep search

Filters clear but search term remains

Selective clearing

Independent controls

C6

Clear both search and filters

Click "Clear All", returns full schedule list

Complete reset

Total reset

D1

Test multiple values in same category

Select both "Active" and "Inactive" in Status

Multi-value filter

OR logic within category

D2

Apply custom date range

Select "Custom" and set specific date range

Custom dates

Flexible date filtering

D3

Test preset quick filters

Use "Overdue", "Due Today", "Due This Week" presets

Quick access

Common scenarios

D4

Save current filter combination

Save as "My Active Inspections"

Filter persistence

User customization

D5

Load saved filter combination

Select saved filter, applies correctly

Filter recall

Saved state restoration

E1

Check URL with filters

Browser URL reflects current filters

State persistence

Bookmarkable filters

E2

Refresh page with filters

Filters maintained after refresh

State recovery

Filter persistence

E3

Export with filters active

Export contains only filtered results

Filtered export

Export scope

E4

Sort filtered results

Sorting works correctly on filtered subset

Combined operations

Feature interaction

E5

Test pagination with filters

Pagination works correctly with filtered data

Filtered pagination

Data chunking

Verification Points

Primary Verification

  • Search functionality works across multiple fields with real-time filtering
  • Filter system provides comprehensive data refinement capabilities
  • Combined search and filter operations work correctly together
  • All filter categories function properly with accurate results
  • Performance remains within baselines for all operations

Secondary Verifications

  • Filter state persists across page operations
  • Export functionality respects active filters
  • URL state management enables bookmarkable filtered views
  • Quick filter presets provide common-use shortcuts
  • Advanced filtering options handle complex scenarios

Negative Verifications

  • No search failures or unexpected results
  • No filter combinations produce invalid states
  • No performance degradation with multiple active filters
  • No filter state loss during page operations
  • No export failures with complex filter combinations# Test Case: Dashboard KPI and Table Comprehensive Validation



Test Case 03: Navigation from Dashboard to Schedule Detail View

Test Case Metadata

  • Test Case ID: AX03US04_TC_003
  • Title: Verify navigation from schedule dashboard to detailed view for any schedule
  • Created By: Prachi
  • Created Date: 2025-01-15
  • 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 for 17 Reports Support

  • Tags: Happy-Path, Consumer, MOD-Schedules, P1-Critical, Phase-Smoke, Type-Functional, Platform-Web, Report-Engineering, Happy-Path
  • Additional Context: Navigation, Dashboard, Detail-View, User-Journey

Business Context

  • Customer_Segment: Enterprise
  • Revenue_Impact: High
  • Business_Priority: Must-Have
  • Customer_Journey: Daily-Usage
  • Compliance_Required: No
  • SLA_Related: Yes

Quality Metrics

  • Risk_Level: High
  • Complexity_Level: Medium
  • Expected_Execution_Time: 3 minutes
  • Reproducibility_Score: High
  • Data_Sensitivity: Medium
  • Failure_Impact: Critical

Coverage Tracking

  • Feature_Coverage: 15% (Navigation component)
  • Integration_Points: Dashboard-Service, Detail-Service, Navigation-Routing
  • Code_Module_Mapped: AX
  • Requirement_Coverage: Complete
  • Cross_Platform_Support: Web

Stakeholder Reporting

  • Primary_Stakeholder: Engineering
  • Report_Categories: Navigation-Testing, User-Journey
  • 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: Dashboard service, Detail service, Navigation routing
  • Performance_Baseline: < 2 seconds navigation
  • Data_Requirements: At least 5 schedules in dashboard

Prerequisites

  • Setup_Requirements: User authenticated as O&M Manager
  • User_Roles_Permissions: O&M Manager with read permissions
  • Test_Data: Schedule PM-PUMP-001 available in dashboard
  • Prior_Test_Cases: Authentication successful

Test Procedure

Step #

Action

Expected Result

Test Data

Comments

1

Navigate to Schedules dashboard

Dashboard loads with schedule list

N/A

Starting point

2

Locate PM-PUMP-001 in schedule list

Schedule visible in dashboard table

PM-PUMP-001

Target schedule

3

Click on action column>> detail view

Navigates to schedule detail page

Schedule link

Detail navigation

4

Verify page header

Shows "PM-PUMP-001" with status badge

Header info

Schedule identification

5%

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