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

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

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

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

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

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

Step #

Action

Expected Result

Test Data

Comments

1

Locate Schedule Actions panel

Actions panel visible in right sidebar

Actions panel

Panel location

2

Verify panel header

Shows "Schedule Actions" with description

Panel header

Clear labeling

3

Check "Edit Schedule" button

Shows pencil icon with "Edit Schedule" text

Edit button

Action availability

4

Verify "Activate/Deactivate" button

Shows power icon with appropriate text

Toggle button

Status management

5

Check "Generate SO Manually" button

Shows play icon with "Generate SO Manually" text

Manual run

Execution trigger

6

Verify button styling

All buttons properly styled with consistent design

Button design

UI consistency

7

Test button hover states

Buttons highlight on hover with tooltips

Hover effects

Interactive feedback

8

Check button permissions

Buttons enabled/disabled based on user permissions

Permission check

Access control

9

Verify tooltips

Hover reveals helpful tooltips for each action

Tooltip content

User guidance

10

Test responsive behavior

Actions panel adapts to screen size

Responsive design

Mobile compatibility

Step #

Action

Expected Result

Test Data

Comments

1

Click "Details" tab

Tab becomes active, content loads within 2 seconds

Details tab

Default tab, performance check

2

Verify tab is selected by default

Details tab highlighted as active on page load

Active state

Default selection

3

Check overall page structure

Three main sections visible: Trigger Conditions, Work Order Template, Asset Management

Page layout

Section organization

4

Verify section headers

All section headers clearly labeled with descriptions

Section headers

Clear navigation

5

Test section expandability

Sections can be expanded/collapsed if applicable

Expandable sections

UI interaction

6

Locate "Trigger Conditions" section

Section displays with "Schedule execution rules and frequency" description

Trigger section

Section identification

7

Verify trigger type indicator

Blue circle with calendar icon for time-based schedule

Time-based indicator

Visual categorization

8

Check trigger title

Shows "Time-Based Schedule" as section title

Trigger title

Clear type identification

9

Verify frequency details

Shows "Repeats Every 1 Month"

Monthly frequency

Recurrence pattern

10

Check next execution date

Shows "Next execution: July 15, 2025"

July 15, 2025

Future scheduling

11

Verify start date display

Shows original schedule start date

Start date

Historical reference

12

Test frequency calculation

Next execution calculated correctly from frequency

Date calculation

Scheduling accuracy

13

Check trigger status

Indicates if trigger is active/inactive

Trigger status

Operational state

14

Verify trigger modification date

Shows when trigger was last modified

Modification date

Change tracking

15

Switch to usage-based schedule (if available)

Orange circle with gauge icon, "Usage-Based Schedule" title

Usage indicator

Alternative trigger type

16

Verify usage type display

Shows monitored usage type (Run Hours, Gallons, Cycles)

Usage type

Metric specification

17

Check usage interval

Shows trigger interval value

Usage interval

Threshold setting

18

Verify current usage status

Shows current usage levels vs. thresholds

Usage status

Progress tracking

19

Switch to event-based schedule (if available)

Purple circle with lightning icon, "Event-Based Schedule" title

Event indicator

Advanced trigger type

20

Verify event conditions

Shows configured event trigger conditions

Event conditions

Conditional logic

21

Check trigger source

Shows trigger source (Service Orders, Asset Values, Weather)

Trigger source

Event category

22

Verify condition details

Shows specific condition parameters and thresholds

Condition details

Rule specification

23

Locate "Work Order Template" section

Section shows "Default settings for generated work orders"

Template section

Section identification

24

Verify default priority display

Shows "Medium" with yellow color-coded badge

Priority: Medium

Priority visualization

25

Check estimated duration

Shows "4 hours" in consistent time format

Duration: 4 hours

Time specification

26

Verify task description

Shows task description/instructions if configured

Task description

Work instructions

27

Check assignment rules

Shows default assignment settings if configured

Assignment rules

Resource allocation

28

Locate "Linked SOPs" subsection

Blue-bordered card displaying SOP information

SOP card

Procedure integration

29

Verify SOP ID display

Shows "SOP-1138" as clickable hyperlink

SOP-1138

Cross-module link

30

Check SOP name

Shows "Monthly Preventive Maintenance Procedure"

SOP name

Procedure identification

31

Verify SOP description

Shows brief procedure description

SOP description

Context information

32

Check service association

Shows "Assets" with blue color-coded badge

Service association

Category classification

33

Verify operation type

Shows "Preventive Maintenance" with blue badge

Operation type

Maintenance category

34

Check tasks count

Shows "8 Tasks"

Task count

Work breakdown

35

Verify estimated duration

Shows "4 hours" matching work order template

SOP duration

Time consistency

36

Check estimated cost

Shows "$1,250.00" in proper currency format

Cost: $1,250.00

Financial information

38

Locate "Asset Management" section

Section shows "Asset inclusion and dynamic scheduling settings"

Asset section

Settings area

39

Verify dynamic inclusion status

Shows green circle with "Dynamic Asset Inclusion" and "Active" status

Dynamic status

Automation feature

40

Check feature description

Shows "New assets matching the criteria will be automatically included"

Feature description

Functionality explanation

41

Verify matching criteria

Shows detailed criteria for automatic asset inclusion

Matching criteria

Inclusion rules

42

Check criteria specifics

Shows "Assets with the same asset type, location, or system..."

Detailed criteria

Rule specification

43

Verify asset count impact

Shows how many assets currently match criteria

Asset count

Scope indication

44

Test dynamic toggle

Toggle between Active/Inactive states (if editable)

Toggle function

Setting control

45

Locate assignment guidelines section

Section shows work order assignment and generation rules

Assignment section

Workflow rules

46

Verify generation rules

Shows when and how service orders are generated

Generation rules

Automation logic

47

Check assignment logic

Shows how work orders are assigned to technicians

Assignment logic

Resource allocation

48

Verify notification settings

Shows who gets notified when SOs are generated

Notification rules

Communication settings

49

Check escalation rules

Shows escalation procedures for overdue work

Escalation rules

Management oversight

50

Verify data consistency

All displayed information matches database configuration

Data accuracy

Information integrity

51

Check real-time updates

Configuration changes reflected immediately

Real-time sync

Data freshness

52

Test section performance

All sections load and respond within 1 second

Performance check

User experience

53

Verify responsive design

Content adapts properly to different screen sizes

Responsive behavior

Cross-device compatibility

54

Check accessibility features

Tab navigation, screen reader support, contrast ratios

Accessibility

Inclusive design

55

Test error handling

Graceful handling of missing or invalid configuration data

Error resilience

System robustness

Step #

Action

Expected Result

Test Data

Comments

1

Click on "Assets" tab

Tab becomes active and content loads within 2 seconds

Assets tab

Performance baseline

2

Verify tab header

Shows "Associated Assets" with description text

Tab header

Clear section identification

3

Check asset count in description

Shows "This schedule applies to the following 12 assets"

12 assets

Accurate count display

4

Verify search functionality

Search box with "Search by Asset ID, Name, Location..." placeholder

Search UI

Search interface available

5

Check filter controls

"All Types" and "All Locations" dropdown filters present

Filter controls

Filtering options available

6

Verify table structure

Complete table with all required columns displayed

Table layout

Proper data structure

7

Verify Asset ID column

Shows clickable asset IDs (PUMP-001, VALVE-001, etc.)

Asset IDs

Hyperlink format

8

Check Asset Name column

Shows descriptive names for each asset

Asset names

Clear identification

9

Verify Asset Type column

Shows "Pump" and "Valve" categories

Asset types

Type classification

10

Check Location column

Shows locations like "Main Treatment Plant, Pump Station 1"

Locations

Geographic data

11

Verify Facility column

Shows facility assignments

Facilities

Organizational structure

12

Check System column

Shows system classifications

Systems

Functional grouping

13

Verify Condition Score

Shows scores with color coding (85=Good in green)

Condition scores

Health indicators

14

Check Risk Score

Shows risk levels with color coding (63=Medium in yellow)

Risk scores

Risk assessment

15

Verify Last Serviced

Shows dates in YYYY-MM-DD format

Service dates

Maintenance history

16

Check Actions column

Shows three-dot menu for asset actions

Actions menu

Asset management options

17

Search by Asset ID

Enter "PUMP-001", filters to single matching asset

PUMP-001

ID-based search

18

Verify search result

Only PUMP-001 displayed in results

1 result

Exact match filtering

19

Search by partial name

Enter "Primary", shows assets with "Primary" in name

"Primary" search

Partial name matching

20

Search by location

Enter "Station 1", shows assets at that location

Location search

Location-based filtering

21

Test case insensitive search

Enter "pump" (lowercase), returns pump assets

Case insensitive

Search flexibility

22

Clear search

Clear search field, full asset list returns

Clear function

Search reset

23

Test search performance

Search response within 1 second

Performance check

Speed validation

24

Apply Type filter

Select "Pump" from All Types dropdown

Type: Pump

Category filtering

25

Verify filter result

Shows only pump assets (8 assets)

8 pump assets

Type-based filtering

26

Check filter badge

"Type: Pump" badge appears above table

Filter indicator

Applied filter display

27

Apply Location filter

Select "Pump Station 1" from All Locations

Location filter

Geographic filtering

28

Verify combined filters

Shows pumps at Pump Station 1 only

Combined result

Filter intersection

29

Add additional filters

Apply multiple location selections

Multiple locations

Multi-value filtering

30

Remove single filter

Click X on Type filter, removes only that filter

Selective removal

Individual filter control

31

Clear all filters

Click "Clear All Filters", returns complete list

Complete reset

Filter reset functionality

32

Click Asset ID link

PUMP-001 link navigates to asset detail page

Asset navigation

Cross-module integration

33

Verify asset detail page

Asset detail page loads with complete information

Asset details

Integration validation

34

Return to schedule assets

Navigate back to schedule Assets tab

Return navigation

Navigation flow

35

Test Actions menu

Click three-dot menu on asset row

Actions menu

Asset management options

36

Verify available actions

Menu shows relevant asset actions

Action options

Context-appropriate actions

37

Check condition score details

Hover/click condition score for additional information

Score details

Health metric details

38

Verify risk score context

Hover/click risk score for risk assessment details

Risk details

Risk metric explanation

39

Sort by Asset ID

Click Asset ID column header, sorts alphabetically

ID sorting

Column sorting

40

Sort by Condition Score

Click Condition Score header, sorts by score value

Score sorting

Numeric sorting

41

Sort by Last Serviced

Click Last Serviced header, sorts by date

Date sorting

Chronological sorting

42

Test reverse sorting

Click same header again, reverses sort order

Reverse sort

Bidirectional sorting

43

Export asset list

Click export button, generates asset report

Asset export

Data export capability

44

Verify export content

Exported file contains current filtered/sorted view

Export accuracy

Content verification

45

Check dynamic inclusion status

Verify if "Dynamic Asset Inclusion" feature is active/inactive

Dynamic status

Automatic asset addition

46

Verify dynamic criteria display

Shows criteria for automatic asset inclusion

Inclusion criteria

Automation rules

47

Test asset eligibility rules

Verify only assets with recent condition assessments are selectable

Eligibility validation

Asset qualification

48

Check asset health indicators

Verify color coding for different condition levels

Health indicators

Visual status system

49

Verify maintenance scheduling

Check last serviced dates align with schedule frequency

Schedule alignment

Maintenance coordination

50

Test responsive design

Verify table adapts to different screen sizes

Responsive behavior

Mobile compatibility

Step #

Action

Expected Result

Test Data

Comments

1

Click "History" tab

Tab becomes active, content loads within 3 seconds

History tab

Performance baseline

2

Verify tab header

Shows "Service Order History" with comprehensive description

Tab header

Section identification

3

Check summary statistics

Shows "24 completed Service Orders with total cost $28,450.75"

Summary stats

Financial overview

4

Verify cost accuracy

Total cost matches sum of individual service order costs

Cost calculation

Financial integrity

5

Check date range display

Shows date range of historical data (e.g., "Jan 2022 - Jun 2025")

Date range

Historical span

6

Verify completion rate

Shows percentage of completed vs. total generated SOs

Completion rate

Performance metric

7

Locate search input

Search box with "Search by SO Name, Asset, Completed By..." placeholder

Search UI

Search interface

8

Search by Service Order ID

Enter "SO-2025-0615-001", filters to single matching result

SO ID search

Exact ID matching

9

Verify search result accuracy

Only matching service order displayed with complete details

1 result

Precise filtering

10

Search by asset name

Enter "PUMP-001", shows all SOs for that specific asset

Asset search

Asset-based filtering

11

Search by technician name

Enter "Mike Johnson", shows all SOs completed by that technician

Technician search

Personnel-based search

12

Search by partial SO name

Enter "Pump Maintenance", shows related service orders

Partial name search

Flexible matching

13

Test case insensitive search

Enter "pump" (lowercase), returns pump-related SOs

Case insensitive

Search flexibility

15

Clear search and verify reset

Clear search field, full history list returns

Search reset

Complete data restoration

16

Test search performance

Search response within 1 second across all queries

Performance check

Speed validation

17

Access filter controls

Filter dropdowns for Asset Types, Failure Modes, Time periods visible

Filter UI

Filtering interface

18

Apply Asset Type filter

Select "Pump", shows only pump-related service orders

Asset type filter

Category filtering

19

Verify filter result count

Displays accurate count of filtered results

Result count

Filter effectiveness

20

Apply Failure Mode filter

Select "Preventive", shows only preventive maintenance SOs

Failure mode filter

Maintenance type filtering

21

Apply Time filter

Select "Last 6 Months", shows recent service orders only

Time filter

Temporal filtering

22

Combine multiple filters

Apply asset type + failure mode + time filters simultaneously

Combined filters

Multi-criteria filtering

23

Verify filter intersection

Results match ALL applied filter criteria

Filter logic

AND operation validation

24

Check filter badges

Applied filters show as removable badges above table

Filter indicators

Visual filter display

25

Remove individual filter

Click X on specific filter badge, removes only that filter

Selective removal

Individual filter control

26

Clear all filters

Use "Clear All Filters" option, returns complete history

Complete reset

Total filter reset

27

Verify complete column set

Columns: SO ID, SO Name, Asset ID/Name, Location, Type, Completed On, Completed By, Total Cost, Failure Mode, Actions

Table structure

Complete data display

28

Check Service Order ID format

IDs follow SO-YYYY-MMDD-### format as clickable links

SO ID format

Standardized formatting

29

Verify SO Name display

Shows descriptive names for service orders

SO names

Clear identification

30

Check Asset ID/Name column

Shows asset identifier with descriptive name

Asset info

Asset identification

31

Verify Location data

Shows specific asset locations

Location data

Geographic context

32

Check Type badges

Color-coded badges: Preventive=green, Corrective=red, Inspection=blue

Type indicators

Visual categorization

33

Verify Completed On dates

Shows completion dates in YYYY-MM-DD HH:MM format

Date format

Consistent timestamp format

34

Check Completed By field

Shows technician names who completed work

Technician info

Personnel tracking

35

Verify Total Cost format

Shows costs in "$X,XXX.XX Xh labor" format

Cost format

Financial and time data

36

Check Failure Mode data

Shows failure classifications or "N/A" for preventive

Failure modes

Maintenance categorization

37

Verify Actions column

Three-dot menu with relevant actions for each SO

Actions menu

Service order management

38

Verify default sort order

Most recent service orders appear first (reverse chronological)

Default sorting

Recent-first display

39

Sort by SO ID

Click SO ID header, sorts alphanumerically

SO ID sorting

Identifier-based sorting

40

Sort by Completed On

Click date header, sorts chronologically

Date sorting

Temporal ordering

41

Sort by Total Cost

Click cost header, sorts by monetary value

Cost sorting

Financial analysis

42

Sort by Asset ID

Click asset header, groups by asset

Asset sorting

Asset-based grouping

43

Test reverse sorting

Click same header again, reverses sort direction

Reverse sorting

Bidirectional sorting

44

Verify sort indicators

Column headers show sort direction arrows

Sort indicators

Visual sort feedback

45

Click action tab>> detail view

SO-2025-0615-001 navigates to detailed SO page

Cross-module nav

Service order integration

46

Verify SO detail page load

Complete service order details display

SO details

Integration validation

51

Verify cost calculation accuracy

Individual costs sum to displayed total

Cost accuracy

Financial integrity

52

Check labor hour tracking

Labor hours displayed with each cost entry

Labor tracking

Resource accounting

53

Analyze cost trends

Identify cost variations across time periods

Cost trends

Financial analysis

54

Verify cost currency format

All costs display in consistent currency format

Currency format

Standardized display

55

Check cost breakdown

Hover/click for detailed cost component breakdown

Cost details

Comprehensive cost data

56

Access export functionality

Export button available with format options

Export UI

Data export capability

57

Export complete history

Generate CSV/Excel export of full history

Complete export

Full data extraction

58

Export filtered data

Export respects current search/filter settings

Filtered export

Selective data export

59

Verify export content

Exported file contains accurate historical data

Export accuracy

Data integrity validation

60

Check export performance

Export generation within 5 seconds

Export speed

Performance validation

61

Verify schedule exclusivity

Only service orders generated by PM-PUMP-001 displayed

Data exclusivity

Proper data filtering

62

Check for external SOs

External service orders (not from this schedule) excluded

External exclusion

Data boundary validation

63

Verify data completeness

All generated SOs from schedule present in history

Complete history

No missing data

64

Check data accuracy

All displayed information matches source records

Data accuracy

Information integrity

65

Test real-time updates

New service orders appear automatically

Real-time sync

Live data updates