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

• Related_Requirements:
• • Acceptance Criteria #12: Dashboard allows creation via wizard
  • Acceptance Criteria #14: Dashboard displays four correctly calculated KPI cards
• Related_Bugs: N/A
• Related_Test_Cases: TC_001 (Dashboard access), TC_009 (Schedule creation)

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

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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

• Related_Requirements: Acceptance Criteria #15 - Main schedules list is searchable and filterable
• Related_Bugs: N/A
• Related_Test_Cases: TC_DASH_001 (Dashboard functionality)

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

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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

• Related_Requirements: Acceptance Criteria #1 - Navigate from dashboard to detail view
• Related_Bugs: N/A
• Related_Test_Cases: Prerequisite for all detail view tests

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	Check breadcrumb navigation	Shows Dashboard > Schedules > PM-PUMP-001	Breadcrumbs	Navigation context
6	Test breadcrumb links	Each breadcrumb level is clickable	Breadcrumb links	Navigation functionality
7	Verify page load performance	Page loads within 2 seconds	< 2 seconds	Performance baseline
8	Check responsive layout	Page elements properly arranged	Layout check	UI consistency

Verification Points

• Primary_Verification: Successfully navigated to schedule detail page with correct schedule ID in URL
• Secondary_Verifications: Breadcrumb navigation present, page loads within performance baseline, correct schedule data displayed
• Negative_Verification: No error messages, no broken links, no missing UI elements

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Test Case 04: Schedule Details View Configuration Data Display

Test Case Metadata

• Test Case ID: AX03US04_TC_004
• Title: Verify Schedule Details view displays all key configuration data including ID, frequency, and dates
• 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: Regression
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

• Tags: Happy-Path, Consumer, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Product
• Additional Context: Data-Display, Configuration, Detail-View

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: 4 minutes
• Reproducibility_Score: High
• Data_Sensitivity: High
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 25% (Data display component)
• Integration_Points: Database, API, Configuration-Service
• Code_Module_Mapped: AX
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Data-Accuracy, Configuration-Display
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Acceptance Criteria #2 - Display key configuration data
• Related_Bugs: N/A
• Related_Test_Cases: TC_003 (Navigation)

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Schedule service, Database
• Performance_Baseline: < 1 second data load
• Data_Requirements: Schedule PM-PUMP-001 with complete configuration

Prerequisites

• Setup_Requirements: On Schedule Details page for PM-PUMP-001
• User_Roles_Permissions: O&M Manager with read permissions
• Test_Data: Schedule with ID PM-PUMP-001, Name "Monthly Pump Inspection - Station 3", Type Preventive Maintenance, Frequency Monthly, Next Due 2025-07-15
• Prior_Test_Cases: TC_003 (Navigation) must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Verify Schedule Information panel	Panel displays with all key fields	N/A	Should be prominently displayed
2	Check Schedule ID display	Shows "PM-PUMP-001" as page header	PM-PUMP-001	Large, clear heading
3	Verify Schedule Name	Shows "Monthly Pump Inspection - Station 3"	Expected name	Clear subtitle format
4	Check Schedule Type badge	Shows "Preventive Maintenance" with blue color	Type: Preventive Maintenance	Color-coded badge
5	Verify Created On date	Shows "15/01/2024" in DD/MM/YYYY format	15/01/2024	Consistent date formatting
6	Check Created By field	Shows "John Smith"	John Smith	User who created schedule
7	Verify Trigger Conditions section	Shows frequency information correctly	Monthly, Next: 2025-07-15	Time-based schedule display
8	Check Next Run information	Shows "July 15, 2025" with countdown	2025-07-15	Progress indicator present
9	Verify estimated duration	Shows "4 hours"	Duration: 4 hours	Time estimate display
10	Check task description	Shows task instructions if present	Task description	Optional field content

Verification Points

• Primary_Verification: All configuration fields display correct data matching database records
• Secondary_Verifications: Consistent date formatting, proper color coding, responsive layout
• Negative_Verification: No missing fields, no data truncation, no formatting errors

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Test Case 5: Schedule Overview KPI Cards

Test Case Metadata

• Test Case ID: AX03US04_TC_005
• Title: Verify Schedule Overview section displays 4 performance cards with accurate metrics
• 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: Regression
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

• Tags: Happy-Path, Consumer, MOD-Schedules, P1-Critical, Phase-Regression, Type-Integration, Platform-Web, Report-Product
• Additional Context: Overview-Cards, Performance-Metrics, Detail-View-KPIs

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: 4 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 25% (Overview dashboard cards)
• Integration_Points: Analytics-Service, Database, Performance-Calculation
• Code_Module_Mapped: AX
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Performance-Metrics, Detail-View-Analytics
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Schedule overview performance indicators
• Related_Bugs: N/A
• Related_Test_Cases: TC_003 (Navigation), TC_004 (Configuration display)

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Analytics service, Database, Performance calculation engine
• Performance_Baseline: < 2 seconds card load
• Data_Requirements: Schedule with known performance metrics

Prerequisites

• Setup_Requirements: Schedule PM-PUMP-001 with performance history
• User_Roles_Permissions: O&M Manager with analytics access
• Test_Data: Next Run July 15 2025, Assets in Scope 12, Open Service Orders 3, Last Run June 15 2025
• Prior_Test_Cases: TC_003 (Navigation) must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Schedule Overview section	4 performance cards displayed in row	Overview section	Card layout
2	Verify "Next Run" card	Shows "July 15, 2025" with countdown "in 15 days"	Next run date	Future execution
3	Check progress bar	Progress bar shows days remaining visually	Progress indicator	Visual countdown
4	Verify "Assets in Scope" card	Shows "12" with "View All Assets" link	Asset count	Scope indication
5	Test "View All Assets" link	Clicks to Assets tab	Assets tab	Navigation shortcut
6	Check "Open Service Orders" card	Shows "3" with status breakdown "1 Overdue"	SO count	Work status
7	Verify "Last Run Completed" card	Shows "June 15, 2025" with "On-Time" status	Last execution	Historical data
8	Check card color coding	Next Run=blue, Assets=green, Open SOs=orange, Last Run=green	Color scheme	Visual indicators
9	Test card hover effects	Cards highlight on hover with subtle animation	Hover states	Interactive feedback
10	Verify responsive behavior	Cards adapt to screen size changes	Responsive design	Mobile compatibility

Verification Points

• Primary_Verification: All 4 overview cards display accurate performance metrics
• Secondary_Verifications: Navigation shortcuts work, visual indicators clear, responsive design
• Negative_Verification: No calculation errors, no missing data, no broken links

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Test Case 6: Schedule Stats Panel

Test Case Metadata

• Test Case ID: AX03US04_TC_006
• Title: Verify Schedule Stats panel displays performance indicators and compliance metrics
• Created By: Prachi
• Created Date: 2025-01-15
• Version: 1.0

Classification

• Module/Feature: Schedules Management (AX03US04)
• Test Type: Functional
• Test Level: Integration
• Priority: P2-High
• Execution Phase: Regression
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

• Tags: Happy-Path, Consumer, MOD-Schedules, P2-High, Phase-Regression, Type-Integration, Platform-Web, Report-Product
• Additional Context: Performance-Stats, Compliance-Metrics, Sidebar-Panel

Business Context

• Customer_Segment: Enterprise
• Revenue_Impact: Medium
• Business_Priority: Should-Have
• Customer_Journey: Daily-Usage
• Compliance_Required: Yes
• SLA_Related: Yes

Quality Metrics

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

Coverage Tracking

• Feature_Coverage: 20% (Stats panel functionality)
• Integration_Points: Performance-Analytics, Compliance-Tracking, Database
• Code_Module_Mapped: AX
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Product
• Report_Categories: Performance-Analytics, Compliance-Tracking
• Trend_Tracking: Yes
• Executive_Visibility: No
• Customer_Impact_Level: Medium

Requirements Traceability

• Related_Requirements: Schedule performance statistics display
• Related_Bugs: N/A
• Related_Test_Cases: TC_016 (Overview cards)

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Performance analytics service, Database
• Performance_Baseline: < 1 second stats load
• Data_Requirements: Schedule with performance history for calculations

Prerequisites

• Setup_Requirements: Schedule PM-PUMP-001 with performance data
• User_Roles_Permissions: O&M Manager with stats access
• Test_Data: Completion Rate 95%, Overdue SOs 2, Avg Cycle Time 2.5 days, Total Runs 24
• Prior_Test_Cases: TC_003 (Navigation) must pass

Test Procedure

Step #	Action	Expected Result	Test Data	Comments
1	Locate Schedule Stats panel	Right sidebar shows stats panel	Stats panel	Sidebar layout
2	Verify panel header	Shows "Schedule Stats" with description	Panel header	Clear labeling
3	Check Completion Rate	Shows "95%" in green "Excellent"	95% rate	Performance metric
4	Verify color coding	95% completion shows green background	Green indicator	Excellent performance
5	Check Overdue SOs	Shows "2" in red "Attention"	Overdue count	Alert metric
6	Verify alert styling	Overdue count highlighted in red	Red indicator	Attention needed
7	Check Avg Cycle Time	Shows "2.5 days"	Cycle time	Duration metric
8	Verify Total Runs	Shows "24"	Run count	Historical metric
9	Test metric tooltips	Hover shows detailed explanations	Tooltips	Additional context
10	Verify real-time updates	Stats update when data changes	Dynamic updates	Live data

Verification Points

• Primary_Verification: All performance metrics display correctly with appropriate color coding
• Secondary_Verifications: Tooltips provide context, real-time updates work
• Negative_Verification: No calculation errors, no missing metrics

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Test Case 7: Schedule Actions Panel

Test Case Metadata

• Test Case ID: AX03US04_TC_007
• Title: Verify Schedule Actions panel provides common schedule management tasks
• 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: Regression
• Automation Status: Manual

Enhanced Tags for 17 Reports Support

• Tags: Happy-Path, Consumer, MOD-Schedules, P1-Critical, Phase-Regression, Type-Functional, Platform-Web, Report-Engineering
• Additional Context: Action-Panel, Schedule-Management, User-Actions

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: 4 minutes
• Reproducibility_Score: High
• Data_Sensitivity: Medium
• Failure_Impact: High

Coverage Tracking

• Feature_Coverage: 30% (Action panel functionality)
• Integration_Points: Action-Handler, Permission-Service, UI-Components
• Code_Module_Mapped: AX
• Requirement_Coverage: Complete
• Cross_Platform_Support: Web

Stakeholder Reporting

• Primary_Stakeholder: Engineering
• Report_Categories: User-Actions, Interface-Design
• Trend_Tracking: Yes
• Executive_Visibility: Yes
• Customer_Impact_Level: High

Requirements Traceability

• Related_Requirements: Schedule management actions availability
• Related_Bugs: N/A
• Related_Test_Cases: TC_009 (Status toggle), TC_010 (Edit), TC_011 (Manual run)

Test Environment

• Environment: Staging
• Browser/Version: Chrome 115+
• Device/OS: Windows 10/11
• Screen_Resolution: Desktop-1920x1080
• Dependencies: Action handler service, Permission service
• Performance_Baseline: < 500ms action response
• Data_Requirements: Schedule with appropriate permissions

Prerequisites

• Setup_Requirements: Schedule PM-PUMP-001 accessible for actions
• User_Roles_Permissions: O&M Manager with management permissions
• Test_Data: Active schedule with edit/execute permissions
• Prior_Test_Cases: TC_003 (Navigation) must pass

Test Procedure