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Search and Download Assets Condition

PROCESS NAME
Asset Condition Assessment

FEATURE
Search and Download Assets Condition

DESCRIPTION
Enable back-office users to efficiently search and download asset condition details to streamline condition assessment and reporting processes. This feature helps users locate specific assets, and export asset condition data in format (Excel).

ACTORS
Back-Office User

USER STORIES

  • Search Asset Condition
    As a back-office user,
    I want to search for asset condition details,
    So that I can quickly locate and manage specific asset condition information.
  • Download Asset Condition
    As a back-office user,
    I want to download asset condition data in different formats,
    So that I can analyze and share the data for reporting purposes.

STORYTELLING

  • Search Asset Condition:
    Imagine Meera, a back-office user, who needs to quickly locate the condition details of a specific asset. She uses the search feature to enter the asset name or ID, instantly finding the asset’s condition index and relevant parameters for further action.
  • Download Asset Condition List:
    David, a back-office user, needs to prepare a report for upper management. Using the download feature, he exports the asset condition data in Excel format to share with the team for further analysis.

GOAL
To enable back-office users to quickly search for specific asset conditions, and provide the ability to download asset condition records in format (Excel) for efficient reporting and collaboration.

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Search Asset Condition
    • The actor logs into SMART360.
    • Navigates to AX module > Monitor
    • Navigates to the “Condition Assessment” section.
    • Enters a keyword (Asset Name, Asset ID, Condition Index) in the search bar.
    • The system retrieves and displays matching results.
  2. Download Asset Condition.
    • The system generates a file with asset condition details and includes report date.
    • The downloaded file is named: "Asset_Condition_Report_[Date]."

BUSINESS RULES

  • Search Asset Condition
    • The search bar must allow queries using Asset Name, Asset ID, or Condition Index.
    • A watermark in the search bar must display: “Search by Name, ID, or Condition Index.”
    • Results must dynamically update as the search query is entered.
    • If no results are found, display an error message:
      “No results found for your query.”
  • Download Asset Condition
    • Users must be able to download data in Excel format.
    • The downloaded file name format should be:
      “Asset_Condition_Report_[Date].
    • If the download fails, display an error message:
      “Error generating the file. Please try again later.”
    • Download button is disabled if there is no items in the list.

SAMPLE DATA

  • Asset Name: High-Pressure Pump
  • Condition Index: 6.5 (Yellow)
  • Last Updated Date: 09 Jan 2025
  • Asset Type: Pump
  • Location: Zone 1, Sector 3

ACCEPTANCE CRITERIA

  • Search Asset Condition
    • Search results accurately match the entered query.
    • Results update dynamically without page refresh.
    • “No results found” message appears if no matches exist.
  • Download Asset Condition
    • Supported formats: Excel.
    • Appropriate success or error messages are displayed during file generation.
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