Service Area (ONB02US08)

Service Areas Management - User Story Document

1. Problem Statement

User Roles Identified

• Tenant Admin: Super admin with highest level access across all utility operations
• Utility Admin: Utility-level administrator managing regional operations
• CIO Admin: Technology administrator overseeing system configurations

Pain Points by User Role

Tenant Admin:

• Difficulty in maintaining consistent hierarchical structure across multiple utility regions
• Lack of real-time visibility into service area performance metrics across the entire network
• Complex manual processes for bulk operations across thousands of service entities
• Inconsistent data quality and naming conventions across different geographic levels
• Limited ability to quickly identify and resolve service area boundary conflicts

Utility AdministratorAdmin:

• ComplexTime-consuming manual creation and lengthymanagement hierarchyof navigationservice fromarea region > country > state > ... > premisehierarchies
• UnableInability to addefficiently tagstrack toand manage service area assignments and responsibilities
• Difficulty in maintaining accurate coverage area calculations and geographic boundaries
• Complex process for activating/deactivating service areas forbased easyon categorizationoperational requirements
• Limited search and searchingfiltering capabilities when managing hundreds of entities

CIO Admin:

• NoChallenges in ensuring data integrity across the hierarchical service area codesstructure
• Complex user access management for quickdifferent referencegeographic regions and identificationentity types
• CannotDifficulty visualizein themaintaining system performance with large datasets (12,547+ premises)
• Limited automation capabilities for routine service area hierarchymanagement in an intuitive waytasks
• UnableInconsistent toaudit seetrails summaryand datachange (consumers,tracking meters,across etc.)different forentity particular service areaslevels

Core Problem

The current service area management system haslacks anefficient overlytools for managing complex hierarchyhierarchical thatgeographic hindersstructures, efficientresulting navigation,in lacksmanual properoverhead, identificationdata mechanisms (tags, codes),inconsistencies, and failsoperational toinefficiencies provide summary data, making it difficult for users to manageacross utility service areas effectively.territories.

2. Who Are the Users Facing the Problem?

UtilityTenant AdministratorAdmin

• ConfiguresResponsibilities: Overall system settingsgovernance, to align with multi-utility businessoversight, processesstrategic planning
• ManagesAccess masterLevel: dataFull system access across all utilities and regions
• Should have access to: All features including bulk operations, system-wide analytics, and configuration management

Utility Admin

• Responsibilities: Regional service area definitionsmanagement, operational oversight, team coordination
• ServesAccess asLevel: liaisonUtility-specific betweenaccess departmentwith headsregional management capabilities
• Should have access to: Entity management, regional analytics, user assignment, and IToperational forcontrols

CIO Admin

• Responsibilities: Technical system requirementsmanagement, data integrity, security oversight
• Access Level: System administration with focus on technical operations
• Should have access to: System configuration, data management tools, audit capabilities, and technical maintenance features

3. Jobs To Be Done

For UtilityTenant AdministratorAdmin:: When I need to configureoversee service area performance across multiple utilities, but I face fragmented data views and organizeinconsistent reporting across different regions, help me consolidate and standardize service area management processes, so that I can make informed strategic decisions and ensure operational consistency across the entire network.

For Utility Admin: When I need to efficiently manage hundreds of service areas inwithin ourmy utility system,region, Butbut I struggle with navigatingtime-consuming throughmanual an overly complex hierarchyprocesses and cannotlimited easilybulk identifyoperation orcapabilities, categorize service areas, Helphelp me managestreamline serviceentity areascreation, with a simplified hierarchymodification, and propermaintenance identificationworkflows, mechanisms, Soso that I can efficientlyfocus organizeon ourstrategic utility'splanning operationalrather territories.than administrative tasks.

For CIO Admin: When I need to maintain system integrity and performance across thousands of service entities, but I encounter data quality issues and complex technical maintenance requirements, help me implement automated data validation and system optimization tools, so that I can ensure reliable system performance and data accuracy.

For Utility Admin (Geographic Management): When I need to create and maintain accurate geographic hierarchies from regions down to individual premises, but I face complex parent-child relationships and boundary management challenges, help me establish clear geographic structures and automated validation rules, so that I can maintain accurate service territory definitions.

For Tenant Admin (Strategic Oversight): When I need to analyze service area effectiveness and resource allocation across multiple utilities, but I lack comprehensive analytical capabilities and real-time performance insights, help me access unified reporting and analytics dashboards, so that I can optimize resource distribution and identify expansion opportunities.

4. Solution

A redesigned

Comprehensive Service Areas Management Platform

A hierarchical geographic management interfacesystem withthat simplifiedprovides hierarchyefficient navigation,tools enhancedfor identificationcreating, capabilities,maintaining, and integratedanalyzing summaryutility data:service territories across multiple organizational levels.

Key Capability Areas

1. Simplified1. HierarchyHierarchical NavigationEntity Management

   • StreamlinedMulti-level geographic hierarchy fromsupport City(Region >→ Country → State → City/County → Zone >→ Division >→ AreaAreas >→ SubareaSub-Areas >→ PremisePremises)
   • BreadcrumbDrag-and-drop navigationentity showingrelationship current position in hierarchymanagement
   • Quick-jumpAutomated capabilitiesparent-child tovalidation anyand levelconstraint of the hierarchyenforcement

2. Service2. AreaBulk Identification

   • UniqueOperations service area codes for quick reference (e.g., SAV-C, SAV-W)
   • Tagging system to categorize service areas
3. Hierarchy Visualization
   • Hierarchical tree view showing the structure of service areas
4. Summary& Data IntegrationManagement
   • ConsumerCSV count summaries for each service area
   • Meter statistics integrated into service area information
5. Bulk Operations
   • Bulk upload functionality for service areas
   • Mass updateimport/export capabilities for servicemass data operations
   • Bulk status changes and entity modifications
   • Automated data validation and duplicate detection

   3. Advanced Search & Filtering

   • Multi-criteria search across all entity levels
   • Status-based filtering (Active/Inactive)
   • Type-based categorization and filtering
   • Geographic coverage-based search capabilities
   • Global autocomplete search with entity type identification and quick navigation

   4. Performance Analytics & Reporting

   • Real-time dashboard with key performance indicators
   • Regional performance comparison charts
   • Growth trend analysis and forecasting
   • Coverage area propertiesanalytics and utilization metrics

6. Service5. AreaAdvanced Entity Detail Management

   • AddComprehensive newdetail serviceviews areaswith tabbed navigation (cities,Overview, zones,Child etc.)Entities, through intuitive interfacesDetails)
   • EditRich existingoperational servicemetrics display (Consumers, Meters, Revenue, Bills, Service Requests, Complaints, Work Orders)
   • Hierarchical child entity management with drill-down capabilities
   • Location information management with address details and geographic coverage

   6. Entity-Specific Field Management

   • Region-level management: Coverage area propertiestracking, child entity counts, total aggregated counts
   • Country-level management: Basic operational oversight with manager assignment
   • Area-level management: Parent entity relationships, zone type classification, coverage area specification
   • Premise-level management: Physical address details, premise type, floors, units, total area, occupancy rate tracking

   7. Operational Workflow Management

   • Role-based access control for different user types
   • Entity-level permission assignment
   • Manager assignment and relationshipsresponsibility tracking
   • DeleteAudit or deactivate service areas when needed
7. Exporttrail and Reportingchange history logging

8. User Access & Permission Management

• ExportRole-based serviceaccess control for different user types
• Entity-level permission assignment
• Manager assignment and responsibility tracking
• Audit trail and change history logging

9. Geographic Information Management

• Coverage area calculation and tracking
• Address management and location mapping
• Geographic boundary definition and validation
• Spatial data inintegration variouscapabilities

10. formatsOperational Workflow Management

• Entity lifecycle management (Create → Active → Inactive → Archive)
• GenerateApproval workflows for significant changes
• Notification systems for status changes
• Automated maintenance and cleanup processes

11. Data Quality & Validation

• Real-time data validation during entity creation/modification
• Automated consistency checks across hierarchy reportslevels
• Data quality scoring and reporting
• Exception handling and error resolution workflows

12. Integration & API Management

• RESTful API for planningexternal system integration
• Create custom views of service areaReal-time data synchronization capabilities
• Third-party system connectivity options
• Data export capabilities for downstream systems

13. System Administration & Maintenance

• Performance monitoring and optimization tools

Automated backup and recovery capabilities

System health monitoring and alerting

User activity tracking and analytics

5. Major Steps Involved

ForTenant UtilityAdmin AdministratorWorkflow

Strategic Dashboard Review:

1. AccessingAccess Service Area Management
   • Navigate to themain Service Areas sectionManagement dashboard
   • Review high-level metrics (Total Premises: 12,547, Active Consumers: 48,392, Monthly Revenue: $2.4M)
   • Analyze regional performance charts for Mumbai, Delhi, Bangalore, Chennai, Pune
   • Review 6-month growth trends and identify performance patterns
   • Generate comprehensive reports for executive review

Multi-Utility Management:

1. Navigate between different utility systems using tenant-level access
2. Compare performance metrics across different utilities
3. Identify best practices and standardization opportunities
4. Configure system-wide policies and operational standards
5. Monitor compliance across all managed utilities

Bulk Operations Management:

1. Access bulk import functionality from themain dashboard
2. Prepare CSV files with entity data following system templates
3. Execute import operations with validation checks
4. Monitor import progress and resolve any data conflicts
5. Verify successful data integration across hierarchy levels

Data Export Operations:

1. Click "Export Data" button from main menudashboard
2. ViewSelect thespecific "entity type to export (All Entities, Region, Country, State, City/County, Zone, Division, Areas, Sub-Areas, Premises)
3. Choose specific parent entity (optional) to filter export scope
4. Configure export options: Include child entities/grandchildren, Include parent-child associations
5. Review export summary showing what will be included (entity data, relationships, metadata)
6. Execute CSV export and download generated file

Utility Admin Workflow

Daily Operations Management:

1. Log into Service AreaAreas Hierarchy"Management panel displaying the streamlined hierarchy
system
2. NavigatingReview theassigned Hierarchy
   regions and current active entities
   • ClickCheck onentity status across different hierarchy levels (CityRegion: >8, ZoneCountry: >3, DivisionState: >29, Area > Subarea > Premise) to drill downetc.)
   • UseProcess breadcrumbpending navigationentity tomodifications trackand positionstatus inchange the hierarchyrequests
   • JumpUpdate directly to specific levels using the navigation buttons
3. Viewing Service Areas
   • See the list of servicecoverage areas atand the current hierarchy level (e.g., Cities)
   • Toggle between different view modes (grid, list, tree) using the view buttons
   • View importantgeographic information atas a glance: codes, tags, creation detailsneeded

AddingEntity aCreation New Service AreaProcess:

1. Click the "Add City"Entity" button tofrom openmain thedashboard
2. Select creationappropriate formentity type from dropdown menu
3. Enter requiredentity details:name name,and code,descriptive information
4. Select parent entity to establish hierarchy relationship
5. Configure status (Active/Inactive) and operational parameters
6. Add optionalrelevant tags for categorization (e.g.,and Prioritysearch 1)optimization
7. SubmitSave toentity createand theverify newhierarchy placement

Entity Detail View Navigation:

1. Click on entity name or "View" action from list view
2. Access comprehensive entity overview with operational metrics (Consumers, Meters, Revenue, Bills, etc.)
3. Navigate between three main tabs: Overview, Child Entities, Details
4. Review operational statistics including service arearequests, complaints, and work orders

Monitor child entity performance and hierarchy relationships

Entity Management & Editing:

1. Access entity detail view from list or hierarchy navigation
2. Click "Edit" button in Basic Information section or main "Edit [Entity]" button
3. Modify entity properties including name, description, manager, status
4. Update specialized fields based on entity type:
   • Regions: Coverage Area, Child Entities count, Total Count
   • EditingCountries: ServiceManager assignment and basic operational details
   • Areas
     • Click: theParent editEntity, iconCoverage nextArea, toZone aType service area to modify its properties(Residential/Commercial/Industrial/Mixed)
     • UpdatePremises: anyAddress, relevantPremise fieldsType, (name,Floors, code,Units, tags,Total parentArea, relationships)Occupancy Rate
   • Save changes and verify updates across hierarchy

Child Entity Management:

1. Navigate to update"Child theEntities" tab in detail view
2. Review child entity list with ID, Type, Status, Manager, Consumers, Revenue, Coverage
3. Click on child entity names to drill down into sub-hierarchies
4. Monitor child entity performance metrics and status distribution
5. Access quick edit functionality for child entities

Performance Monitoring:

1. Review operational metrics in Overview tab (Consumers, Meters, Revenue, Bills)
2. Monitor service area
quality indicators (Service Requests, Complaints, Work Orders)
3. Track coverage areas and geographic distribution across hierarchy levels
4. Analyze child entity performance and resource allocation
5. Generate periodic reports for management review using aggregated metrics

CIO Admin Workflow

ManagingSystem TagsHealth Monitoring:

1. AddAccess tagssystem administration dashboard
2. Monitor system performance metrics and user activity
3. Review data quality indicators across all entity levels
4. Check integration status with external systems
5. Ensure backup and recovery procedures are functioning

Data Integrity Management:

1. Run automated data validation checks across hierarchy levels
2. Identify and resolve data consistency issues
3. Monitor parent-child relationship integrity
4. Validate geographic coverage calculations
5. Ensure proper audit trail maintenance

User Access Management:

1. Configure role-based access permissions for different user types
2. Assign managers to servicespecific areasgeographic for categorization (e.g., Priority 1)regions
3. UseMonitor tagsuser for filteringactivity and searchingaccess service areaspatterns
4. Manage taguser categoriesonboarding and valuesoffboarding through the admin interface

processes

ExportingEnsure Data

• Clicksecurity thecompliance "Export"across buttonall toaccess download service area data
• Select desired format and data fields
• Use exported data for reporting or integration with other systems

levels

6. Flow Diagram

graph TD
    A[User Login] --> B{User Role Check}
    B -->|Tenant Admin| C[System-wide Dashboard]
    B -->|Utility Admin| D[Regional Dashboard]
    B -->|CIO Admin| E[Admin Dashboard]
    
    C --> F[Multi-Utility Management]
    C --> G[Strategic Analytics]
    C --> H[Bulk Operations]
    
    D --> I[Entity Management]
    D --> J[Regional Analytics]
    D --> K[Daily Operations]
    
    E --> L[System Administration]
    E --> M[Data Quality Management]
    E --> N[User Access Control]
    
    I --> O[Add New Entity]
    I --> P[Edit Existing Entity]
    I --> Q[View Entity Details]
    I --> R[Export Entity Data]
    I --> S[Search Entities]
    
    O --> T{Select Entity Type}
    T --> U[Fill Entity Information]
    U --> V[Select Parent Entity]
    V --> W[Configure Status & Tags]
    W --> X[Save & Validate]
    X --> Y[Update Hierarchy]
    
    P --> Z[Load Entity Data]
    Z --> AA[Access Detail View]
    AA --> BB{Select Tab}
    BB -->|Overview| CC[View Operational Metrics]
    BB -->|Child Entities| DD[Manage Child Hierarchy]
    BB -->|Details| EE[Review Administrative Info]
    CC --> FF[Click Edit Button]
    DD --> FF
    EE --> FF
    FF --> GG[Modify Entity Properties]
    GG --> HH[Update Specialized Fields]
    HH --> II[Save Changes]
    II --> JJ[Validate Updates]
    JJ --> KK[Update Hierarchy Display]
    
    R --> LL[Select Entity Type to Export]
    R --> MM[Choose Parent Filter]
    R --> NN[Configure Export Options]
    NN --> OO[Preview Export Summary]
    OO --> PP[Generate CSV Export]
    
    S --> QQ[Enter Search Query]
    QQ --> RR[View Autocomplete Results]
    RR --> SS[Select Entity from Results]
    SS --> TT[Navigate to Entity Detail]
    
    F --> JJ[Cross-Utility Comparison]
    F --> KK[Standard Policy Configuration]
    
    H --> LL[CSV Import/Export]
    H --> MM[Bulk Status Changes]
    
    J --> NN[Performance Charts]
    J --> OO[Growth Trends]
    J --> PP[Operational Metrics Review]
    
    L --> QQ[Performance Monitoring]
    L --> RR[Backup Management]
    
    M --> SS[Data Validation]
    M --> TT[Consistency Checks]

7. Business Rules

General Rules

• ServiceAll area hierarchyentities must followmaintain thehierarchical structure:relationship Cityintegrity >(Region → Country → State → City/County → Zone >→ Division >→ AreaAreas >→ SubareaSub-Areas >→ PremisePremises)
• EachEntity service area must have a unique name within its parent level
• Service area codesnames must be unique acrosswithin the entiresame systemhierarchy level and parent entity
• AllActive serviceentities must have at least one active parent entity in the hierarchy
• Geographic coverage areas must havenot aexceed parent relationshipentity boundaries
• CreationManager informationassignments are mandatory for all active entities
• All entity modifications must be trackedlogged in the audit trail

Hierarchy-Specific Rules

• Regions can contain multiple countries but must have at least one country assigned
• ServiceStates areasmust belong to exactly one country and cannot span multiple countries
• Cities/Counties must be assigned to exactly one state
• Premises must belong to exactly one sub-area and cannot be deletedreassigned ifwithout theyproper haveapproval
• Coverage area calculations are automatically inherited and validated against parent entities

Entity-Specific Management Rules

• Region entities must include coverage area measurements and child elementsentity or associated assetscounts
• ServiceCountry areaentities codesrequire manager assignment and maintain operational oversight responsibilities
• Area entities must followspecify thezone patterntype ofclassification uppercase(Residential, lettersCommercial, Industrial, Mixed) and numbers,parent Firstentity 3relationships
• Premise lettersentities ofrequire thecomplete serviceaddress areainformation, thenpremise "-"type specification, and thenphysical numbercharacteristics with(floors, 3units, digits.
• Servicetotal areaarea, codeoccupancy should be autogenerated and can be editablerate)
• Each formentity type has specialized edit forms with relevant field validation and business logic
• Child entity relationships must providemaintain andata auto-generateconsistency option for service area codes
• Tags are optional foracross all service areahierarchy levels
• All

Operational service area forms must have Cancel and Save buttons

Service Area Level-SpecificMetrics Rules

City

• Overview Level

1. City creation requires City Name and City Code fields
2. City tags are entered in the "Enter tag for this city" field
3. Cities are the top level of the hierarchy with no parent selection required

Zone Level

1. Zone creation requires selecting a parent City
2. Zone Name and Zone Code are required fields
3. Zone tags are entered in the "Enter tag for this zone" field

Division Level

1. Division creation requires selecting a parent Zone
2. Division Name and Division Code are required fields
3. Division tags are entered in the "Enter tag for this division" field

Area Level

1. Area creation requires selecting a parent Division
2. Division selectiontab must display Divisionrelevant codeoperational alongmetrics: withConsumers, nameMeters, (e.g.,Revenue, "S16-Gataiivai BH (DIV001)")Bills
2. AreaService Namequality metrics must include: Service Requests, Complaints, Work Orders
3. All metrics must be calculated in real-time and Areareflect Codecurrent entity status
4. Child entity aggregation must roll up to parent entity totals accurately
5. Revenue calculations must be consistent across all hierarchy levels

Status Management Rules

• Inactive entities cannot have active child entities
• Status changes require appropriate role permissions and approval workflows
• Bulk status changes must maintain hierarchy integrity
• Status change notifications are requiredsent fields
• Areato tagsassigned are entered in the "Enter tag for this area" field

Subarea Level

1. Subarea creation requires selecting a parent Area
2. Subarea Namemanagers and Subareastakeholders

Data CodeQuality areRules

• Entity requireddescriptions fieldsmust be between 10-500 characters
• SubareaCoverage tags are entered in the "Enter tag for this subarea" field

Premise Level

1. Premise creation requires selecting a parent Subarea
2. Premise Name and Premise Code are required fields
3. Total Units fieldareas must be numeric values with appropriate units (sq km)
3. PremiseManager tagsassignments aremust enteredreference invalid thesystem "Enterusers
4. Tags tagmust forfollow thisapproved premise"taxonomy fieldstandards

Import data must pass validation checks before system integration

SummaryGlobal DataSearch Rules

• ServiceSearch Area Summaryfunctionality must beprovide searchablereal-time byautocomplete partialsuggestions nameacross all entity types
• Search results must display serviceentity areaname, level, code,type, and anyhierarchical tagsclassification
• Summary view must include active and total counts for:
  • Consumers - active consumer and total consumers
  • Meters - assigned meters and total meters
  • Assets - Active assets and total assets
  • Technicians - On work technicians and total technicians
• Summary data must be specific to the selected service area level

Bulk Upload Rules

1. The systemSearch must support bulkpartial uploadtext ofmatching serviceand areasbe at all hierarchy levels (Cities, Zones, Divisions, Areas, Subareas, Premises)case-insensitive
4. UsersMaximum mustsearch selectresults thedisplayed typeshould ofbe service arealimited to upload10 byitems choosingfor the appropriate radio buttonperformance
5. ServiceSearch areas must be uploaded in CSV format with proper column headers
4. For all service areas except Cities, users must select a parent entity from the dropdown
5. The first line of CSV data must contain column headers
6. Each line after the header represents a new service area entity
7. Data must be comma-separated values (CSV)
8. Values with commas must be enclosed in quotes
9. For all service areas, the format must include:
   • Name field (required)
   • Code field (optional) - will be auto-generated if not provided
   • Tag field (optional)
10. For premises level, additional fields are required:
    • Total Units field (optional) - representing the number of units
11. The systemresults must provide adirect "Validatenavigation &to Previewentity Data"detail functionviews

Access beforeControl finalRules

• Tenant uploadAdmins have unrestricted access across all utilities and regions
• TheUtility previewAdmins must show the parsed data in a tabular format withcan only firstaccess 5entities rowswithin their assigned utility regions
• TheCIO systemAdmins musthave showtechnical aaccess successbut messagelimited whenoperational previewmodification rights
• Entity managers can only modify entities under their direct responsibility
• Read-only access is generated successfully
• Users must be ableprovided to proceedusers withwithout bulkspecific uploadmodification only after successful validation
• The system must provide format guidelines through a collapsible section
• Users must have the option to either paste data directly or upload a CSV file
• Preview must show number of rows showing out of total

UI Rules

• The Icons should be Same which are outline with background icon
• The animations should work as same in the given lovable design.
• The contextual help UI should be same as given in utility services and system accesspermissions

Error Handling Rules

• If a service area code already exists, the system must show an error message: "Service area code already in use"
• If mandatory fields are missing, highlight the fields and prevent submission
• If a bulk upload contains errors, provide a detailed error report without processing any records

8. Sample Data

Cities

Name	Code	Parent	Tags	Created By	Created Date	Zones
Savaii Central	SAV-C	Savaii	Priority 1	John Doe	04/25/2025	2
Savaii West	SAV-W	Savaii	-	John Doe	04/25/2025	0
Upolu East	UPL-E	Upolu	Priority 2	Jane Smith	04/24/2025	3

Zones (for Savaii Central)

Name	Code	Parent	Tags	Created By	Created Date	Divisions
Coastal Zone	SAV-C-CZ	Savaii Central	Residential	John Doe	04/25/2025	4
Inland Zone	SAV-C-IZ	Savaii Central	Commercial	John Doe	04/25/2025	2

Summary Data

Service Area	Consumers	Meters	Active Meters	Water Quality Index	Maintenance Tickets
Savaii Central	15,428	12,356	11,982	96.3%	47
Savaii West	8,769	7,234	7,012	94.8%	23
Upolu East	22,145	18,732	18,145	97.1%	38

9. Acceptance Criteria

1. The system must display the service area hierarchy as City > Zone > Division > Area > Subarea > Premise
2. The system must allow users to navigate the hierarchy by clicking on each level
3. The systemSystem must provide breadcrumb navigation showing the current position in the hierarchy
4. The system must display a list of service areas at the selected hierarchy level
5. The system must show service area codes for all service areas
6. The system must allow adding tags to service areas for categorization
7. The system must track and display creation information for each service area
8. The system must provide an "Add" button for creating new service areas at each level
9. The system must validate that service area codes are unique
10. The system must enforce parent-child relationships in the hierarchy
11. The system must show summary data for each service area when available
12. The system must support bulk upload of service areas for all hierarchy levels
13. The system must prevent deletion of service areas with child elements
14. The system must allow editing of service area properties (name, code, tags)
15. The system must provide filtering capabilities based on service area properties
16. The system must search across service areas by name, code, or tags
17. The system must maintain data integrity when service areas are modified
18. The system must generate appropriateclear error messages for validation failures
2. Data import errors must be logged with specific row and column references
3. Hierarchy violations must prevent entity creation/modification
4. Network timeouts must trigger automatic retry mechanisms
5. Critical errors must generate immediate notifications to CIO Admins

8. Acceptance Criteria

1. The system must providesupport formathierarchical guidelinesentity forcreation bulkacross uploadall CSV9 datalevels (Region through Premises) with proper parent-child relationships
2. The system must allowprovide usersrole-based toaccess eithercontrol pastefor CSVTenant dataAdmin, orUtility uploadAdmin, aand CSVCIO fileAdmin user types
3. The system must requireenable selectionbulk ofCSV aimport/export parentoperations for entity fordata non-City level uploadsmanagement
4. The system must validatedisplay real-time dashboard metrics including total premises, active consumers, and preview bulk uploadrevenue data before final submission
5. The system must displaysupport aadvanced previewsearch ofand parsedfiltering dataacross inall aentity tabularlevels formatwith multiple criteria options
6. The system must provide a success message after successfulmaintain data integrity with automated validation checks for hierarchy relationships
7. The system must highlightprovide specificcomprehensive errorsaudit in bulk upload datatrails for correctionall entity creation, modification, and deletion operations
8. The system must allowsupport auto-generationentity ofstatus codesmanagement if(Active/Inactive) notwith providedproper incascade bulk uploadeffects
9. The system must supportcalculate optionaland tagsdisplay incoverage bulkareas uploadwith dataappropriate geographic units
10. The system must requireenable additionalmanager fieldsassignment and responsibility tracking for premiseall levelactive uploadsentities
11. The whichsystem aremust optionalprovide paginated entity lists with configurable page sizes for performance optimization
12. The system must support entity tagging and categorization for improved searchability and organization
13. The system must generate performance analytics including regional comparisons and growth trend charts
14. The system must maintain system performance with datasets exceeding 12,000 premises and related entities
15. The system must provide quick action capabilities for common operations (Bulk Import, Generate Reports, Add New Consumer, Territory Audit)
16. The system must support entity type categorization (Residential, Commercial, Industrial, Mixed) with appropriate filtering
17. The system must ensure data consistency across all hierarchy levels with real-time validation
18. The system must provide responsive user interface design compatible with desktop and tablet devices
19. The system must support concurrent user access with proper data locking and conflict resolution
20. The system must maintain backup and recovery capabilities for all entity data and system configurations

10.9. Process Changes

Process Area	From (Current Process)	To (New Process)	Impact Analysis
NavigateEntity throughCreation	Manual excessiveform filling for each entity individually, requiring multiple system interactions	Streamlined forms with hierarchy-aware dropdowns and bulk creation capabilities	60% reduction in creation time per entity, improved data consistency
Data Management	Scattered data across multiple systems with manual synchronization	Centralized hierarchical data management with automated validation	75% reduction in data inconsistencies, real-time data availability
Search & Discovery	Basic text search with limited filtering options	Advanced multi-criteria search with hierarchy-aware filtering and categorization	80% improvement in entity discovery time, enhanced user productivity
Performance Monitoring	Manual report generation with periodic data collection	Real-time dashboard with automated analytics and trend identification	90% reduction in reporting time, proactive performance management
User Access Management	Manual role assignment with ad-hoc permission management	Automated role-based access control with hierarchy-aware permissions	70% reduction in access management overhead, improved security compliance
Bulk Operations	Manual entity-by-entity modifications for mass changes	Automated bulk operations with CSV import/export capabilities	85% reduction in bulk operation time, minimized human error
Geographic Management	Manual coverage area calculation with static boundary management	Automated area calculation with dynamic boundary validation	65% improvement in geographic accuracy, reduced boundary conflicts
Detail View Navigation	Limited entity detail access with basic information display	Comprehensive three-tab detail views (Overview, Child Entities, Details) with rich operational metrics and hierarchical navigation	90% improvement in entity information accessibility, enhanced decision-making capability
Entity-Specific Management	Generic entity forms with limited field customization for different hierarchy levels (region > country > state > ... > premise)	NavigateSpecialized simplifiededit hierarchyforms tailored to entity types with relevant fields (cityCoverage >Area zonefor >Regions, divisionAddress/Floors/Units >for areaPremises, >Zone subareaType >for premise)Areas)	50%75% improvement in data accuracy, 80% reduction in irrelevant field management
Audit & Compliance	Manual change tracking with limited historical visibility	Automated audit trails with comprehensive change history and reporting	95% improvement in compliance reporting, enhanced accountability
Child Entity Management	Separate navigation required to access and manage child entities	Integrated child entity management within parent detail views with drill-down capabilities	70% reduction in navigation time, 85% improvement in hierarchy management efficiency
Data Export Operations	Manual data extraction with limited export options and formats	Comprehensive export functionality with entity type selection, parent filtering, hierarchical options, and preview capabilities	90% reduction in data extraction time, 95% improvement in export accuracy and completeness
Global Search & Navigation	Basic search limited to current entity level with manual hierarchical navigation	Intelligent autocomplete search across all entity types with direct navigation and entity type identification	80% faster entity discovery, 85% reduction in navigation steps for accessingentity lower-access

10. System Design Details

New Components Required

Hierarchical Entity Manager

• Purpose: Manages complex parent-child relationships across 9-level hierarchy
• Functionality: Entity creation, modification, validation, and relationship maintenance
• Integration: Core database layer with real-time validation engine

Advanced Search Engine

• Purpose: Provides multi-criteria search capabilities across all entity levels
• Functionality: Text search, filter combinations, geographic search, and result ranking
• Integration: Search index with real-time data synchronization

Analytics & Reporting Engine

• Purpose: Generates real-time performance metrics and trend analysis
• Functionality: Dashboard data aggregation, chart generation, and report creation
• Integration: Data warehouse layer with scheduled data processing

Detail View Processor

• Purpose: Manages comprehensive entity detail views with tabbed navigation and operational metrics
• Functionality: Overview metrics display, child entity management, administrative details presentation
• Integration: Real-time data aggregation with operational systems and hierarchy management

Bulk Operations Processor

• Purpose: Handles large-scale data import/export and bulk modifications
• Functionality: CSV processing, validation, batch operations, and progress tracking
• Integration: Background job processor with notification system

Operational Metrics Aggregator

• Purpose: Calculates and displays real-time operational metrics across all entity levels
• Functionality: Consumer counting, revenue calculation, service areasrequest tracking, complaint monitoring
• Integration: Real-time data pipeline with billing, customer service, and field operations systems

Advanced Export Engine

• Purpose: Provides comprehensive data export capabilities with hierarchical options and filtering
• Functionality: Entity type selection, parent filtering, export preview, CSV generation with metadata
• Integration: Data extraction layer with hierarchy management and file generation services

NoGlobal serviceSearch areaEngine

• Purpose: codesEnables availableintelligent autocomplete search across all entity types and hierarchical levels
• Functionality: Real-time search suggestions, entity type identification, direct navigation capabilities
• Integration: Search index with entity database and autocomplete suggestion algorithms

Existing Components Affected

User Authentication System

• Changes: Enhanced role-based access control with hierarchy-aware permissions
• Impact: Requires permission matrix expansion and role definition updates

EachDatabase serviceLayer

• Changes: areaSchema hasmodifications afor uniquehierarchical coderelationships and geographic data
• Impact: Data migration required for existing entity structures

Notification System

• Changes: Enhanced notification types for entity changes and system events
• Impact: Template updates and delivery mechanism improvements

API Gateway

• Changes: New endpoints for hierarchy management and bulk operations
• Impact: API documentation updates and client integration modifications

Integration Points

Geographic Information Systems (e.g.,GIS)

• Data SAV-C)Flow: Bidirectional synchronization of coverage areas and boundary data
• Frequency: Real-time for critical updates, batch for bulk synchronization

Customer Management System

40%

• Data improvementFlow: inConsumer servicedata arealinked identificationto efficiency

  Nopremise tagging capabilityentities for service areas

  Serviceassignment

• Frequency: areasReal-time can be tagged (e.g., Priority 1)

  35% faster categorization and searching of service areas

  Cannot see service area hierarchy visualization

  Multiple view options (grid, list, tree) for hierarchy visualization

  45% better understanding of organizational structure

  No summary data availablesynchronization for service areasactivation/deactivation

Billing System

Summary

• Data Flow: Service area data (consumers,for meters)billing integratedcycle management and customer assignment
• Frequency: Daily batch synchronization with servicereal-time areasvalidation

External Data Sources

60%

• Data improvementFlow: inAddress data-drivenvalidation decisionand making

  Manualgeographic servicereference areadata creationimport

• Frequency: process

  StreamlinedWeekly creationbatch updates with parent-childmanual relationships

  30% faster service area setup and configuration

  Limited exportoverride capabilities

  Enhanced export functionality with multiple formats

  40% reduction in time spent preparing reports

  No bulk operations for service areas

  Bulk upload and modification capabilities

  70% time savings for large-scale service area management

11. Impact from Solving This Problem

Metric	How It ImprovesImprovement	Justification
ServiceEntity AreaManagement Configuration TimeEfficiency	✅70% 45%faster reductionentity in time spent setting upcreation and organizingmodification	Streamlined serviceforms, areasbulk operations, and automated validation eliminate manual overhead
NavigationData EfficiencyQuality Score	✅85% 50%improvement fewerin clicksdata toconsistency	Automated navigatevalidation, betweenhierarchy serviceconstraints, areasand real-time error detection
AssetUser Management EffectivenessProductivity	✅60% 35% improvementreduction in assetadministrative trackingtask time	Advanced search, bulk operations, and managementintuitive bynavigation servicereduce areamanual effort
ReportingSystem AccuracyPerformance	✅ 40% moreimprovement accuratein reportsresponse duetimes	Optimized todata properstructures, serviceefficient areaindexing, organizationand caching mechanisms
Operational Cost	50% reduction in manual management overhead	Automation of routine tasks and improved operational efficiency
Error Rate	90% reduction in data entry errors	Automated validation, constraint enforcement, and guided workflows
Compliance Score	95% improvement in audit readiness	Comprehensive audit trails, automated reporting, and change tracking
User Satisfaction	80% improvement in user experience scores	Intuitive interface, responsive design, and comprehensive functionality
Decision Making Speed	✅ 30%65% faster operationalstrategic decisionsdecision withmaking	Real-time integratedanalytics, summarycomprehensive datadashboards, and actionable insights
UserSystem SatisfactionScalability	✅300% Significant improvementincrease in userentity experiencehandling with intuitive hierarchy
Data Qualitycapacity	✅Optimized 25%architecture reductionsupporting ingrowth datafrom errorsthousands throughto propermillions serviceof area identification
Operational Planning	✅ 40% more effective resource allocation by service areaentities

12. User Behavior Tracking

UtilityTenant AdministratorAdmin Tracking Plan

Event	Properties	Insights	Questions AnsweredGoal
service_area_viewDashboard View	{level,utility_count, view_type,total_entities, filters_applied}session_duration	UnderstandingHow howoften administratorsdo navigateTenant theAdmins hierarchymonitor overall system health?
Cross-Utility Analysis	utilities_compared, metrics_analyzed, report_generated	Which utilities require most strategic attention?
Bulk Operation Execution	operation_type, entity_count, success_rate	What types of bulk operations are most commonly needed?
Strategic Report Generation	report_type, data_range, export_format	What strategic insights are most valuable for decision making?

Utility Admin Tracking Plan

Event	Properties	Insights Goal
Entity Creation	entity_type, hierarchy_level, completion_time	Which entity types require most management attention?
Search Usage	search_terms, filter_combinations, result_count	How do administrators typicallyadmins navigate thelarge serviceentity area hierarchy?datasets?
service_area_createEntity Detail Navigation	{level,detail_view_accessed, parent_id,tab_switched, time_to_complete}	Measuringentity_type, the efficiency of service area creationtime_spent	How longdo doesusers itnavigate takethrough toentity createinformation newand servicewhich areas?tabs are most valuable?
service_area_editOperational Metrics Review	{field_changed,metrics_viewed, original_value,drill_down_actions, new_value}performance_alerts_clicked	TrackingWhich operational metrics drive the most user engagement and decision-making?
Child Entity Management	child_entity_accessed, hierarchy_navigation_depth, parent_child_actions	How effectively do users manage hierarchical relationships through the interface?
Status Management	entities_modified, status_changes, bulk_operations	What drives entity lifecycle management decisions?
Export Operations Usage	export_initiated, entity_type_selected, parent_filter_applied, options_configured	Which entity types are most frequently exported and what propertiesexport configurations are preferred?
Performance Review	metrics_viewed, time_spent, actions_taken	Which performance indicators influence operational decisions?

CIO Admin Tracking Plan

Event	Properties	Insights Goal
System Health Check	components_reviewed, issues_identified, resolution_time	What system areas require most technical attention?
Data Quality Audit	validation_rules_run, errors_found, corrections_made	How effective are automated data quality measures?
User Access Management	permissions_modified, roles_assigned, security_events	What access patterns indicate security or training needs?
Integration Monitoring	api_calls, sync_status, error_rates	Which integrations require performance optimization?

Key Questions Answered by Tracking

Operational Efficiency Questions:

• Which features drive the most productivity improvements?
• What workflow patterns indicate training opportunities?
• Where do users encounter the most friction in daily operations?

System Optimization Questions:

• Which components experience the highest load and require scaling?
• What search patterns can inform index optimization strategies?
• Which bulk operations should be prioritized for performance improvement?

Strategic Planning Questions:

• How does system usage correlate with organizational growth?
• Which geographic regions show the most management activity?
• What feature adoption patterns indicate successful change management?

Data Export & Management Questions:

• Which entity types require the most frequent data export operations?
• What export configurations (child entities, parent-child relationships) are most commonly modifiedused?
• How does export functionality improve data sharing and integration workflows?

User Experience Questions:

What

• Where servicedo areausers propertiesspend requiremost time and effort in the mostsystem?
• Which maintenance?

  service_area_tag

  {tag_name,error service_area_level}

  Understandingconditions tagging patterns

  How are tags being used to organize service areas?

  service_area_search

  {search_term, filters_used, results_count}

  Analyzing search behavior

  What service area attributes areoccur most commonlyfrequently searchedand for?

  bulk_upload_attempt

  {template_used,impact success_rate,user error_count}

  Measuringsatisfaction?

• How bulkdo operationdifferent efficiency

  Whatuser areroles theutilize commonsystem errorscapabilities in bulk service area management?

  differently?




14. Wireframe




https://preview--review-area-service-area.navigator.lovable.app/service-areas