Asset Type
Asset Type
Add Asset Type
PROCESS NAME
Asset Type Management (AX06P3)
FEATURE / USER STORY NAME
Add Asset Type (AX06P3US01/Critical/S1)
DESCRIPTION
Enable back-office users to add new asset types in the SMART360 platform, ensuring streamlined asset classification while linking them to the asset type field in the Add Asset form within the Asset Library.
ACTORS
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Back-Office User
USER STORY
As a Back-Office User,
I want to add an asset category type,
So that I can organize assets under specific types.
STORYTELLING
Sarah, a back-office user for Samoa Water Authority, is tasked with adding new asset categories to SMART360 for better asset organization. Navigating to the Asset Category section, she clicks the "Add" button, enters the category name, and submits the form. The system confirms successful addition, and the new category is immediately visible in the list view, improving the efficiency of asset classification and retrieval.
GOALS
Enable back-office users to efficiently add new asset types and ensure they appear in the Asset Type dropdown within the Add Asset form
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
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Back-office user logs into the SMART360 platform.
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Navigates to AX Module > Settings > Asset Category > Asset Type.
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Clicks the Add button to open the Add Asset Type form.
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Fills in the required details:
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Asset Type Name
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Clicks the Submit button to save the new category type.
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A success message confirms the addition, and the new category type appears in the Asset Type dropdown field of the Add Asset form within the Asset Library.
BUSINESS RULES
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Only authorized back-office users can access the Add Asset Type feature.
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Asset Type Name is mandatory and must be unique.
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For duplicate names: Display "Asset category type name already exists."
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For empty mandatory fields: Display "This field is mandatory."
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Newly added type must be immediately visible in the Asset Type list view.
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Newly added asset types must appear instantly in the Asset Type dropdown of the Add Asset form.
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For Created By, the user name should be fetched from the account creating the type.
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For Created On, the date should be fetched from the system local time.
SAMPLE DATA
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Asset Type: Chlorine Pump
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Created By: M Johnson
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Created On: 12/2/24
ACCEPTANCE CRITERIA
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The Add Asset Type form should open when the "Add" button is clicked.
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Asset type details should be successfully added to the system.
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The success message "Asset type successfully added" should display upon saving.
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Duplicate asset type names should trigger an error message.
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The cancel button should discard the form and return the user to the list view.
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Newly added asset types should appear in the Asset Type dropdown of the Add Asset form in the Asset Library.
PRODUCT TOUR
TEST CASES
TEST DATA
View Asset Type
PROCESS NAME
Asset Type Management (AX06P3)
FEATURE / USER STORY NAME
View Asset Type (AX06P3US02/Critical/S1)
DESCRIPTION
Enable back-office users to view a list of asset types in the SMART360 platform, ensuring visibility and accessibility of asset classification data for efficient management and retrieval.
ACTORS
-
Back-Office User
USER STORY
As a Back-Office User,
I want to view all existing asset types in a list view,
So that I can ensure asset classification is accurate and up-to-date.
STORYTELLING
Sarah, a back-office user at Samoa Water Authority, needs to review all the asset types that have been created in SMART360 to ensure consistency and completeness in asset classification. She navigates to the Asset Type section in the system, where she sees a list of asset types with details such as the name, who created each type, and the creation date. She verifies the information, ensuring no duplicates exist and that recent asset types appear as expected. This transparency improves her ability to manage and organize asset data efficiently.
GOALS
Provide back-office users with a centralized view of all asset types.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
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Back-office user logs into the SMART360 platform.
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Navigates to AX Module > Settings > Asset Category > Asset Type.
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The system displays a list view of all asset types with the following details:
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Asset Type Name
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Created By
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Created On
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User can review the details to verify or manage asset types.
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Newly added asset types appear at the top of the list by default (sorted by creation date - newest first).
BUSINESS RULES
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Only authorized back-office users can view the Asset Type list.
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The following columns must be displayed in the list view:
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Asset Type Name
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Created By
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Created On
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List should be sorted by default based on Created On (Newest to Oldest).
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List data should dynamically update whenever a new asset type is added.
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If no asset types exist, display: “No asset types available to display.”
SAMPLE DATA
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Asset Type: Chlorine Pump
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Created By: M Johnson
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Created On: 12/2/24.
ACCEPTANCE CRITERIA
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The system should display the Asset Type list view upon navigating to the Asset Type section.
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All the Asset Types should reflect in the add form of Asset Library in the dropdown of the Asset type field.
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The list should include the following columns:
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Asset Type Name
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Created By
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Created On
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PRODUCT TOUR
TEST CASES
TEST DATA
Search, Sort, Filter and Download Asset Type
PROCESS NAME
Asset Type Management (AX06P3)
FEATURE
Search, Sort, Filter, and Download Asset Type (AX06P3US03/Critical/S1)
DESCRIPTION
Enable back-office users to search, sort, filter, and download asset categories within the SMART360 platform, ensuring efficient retrieval, organization, and reporting of asset classification data for improved operational workflows.
ACTORS
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Back-Office User
USER STORIES
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Search Asset Type
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As a Back-Office User,
I want to search for specific asset categories,
So that I can quickly locate and manage relevant data.information.
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Sort Asset Type
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As a Back-Office User,
I want to sort asset categories by name or creation date,
So that I can organize the list in a way that is easier to review and analyze.
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Filter Asset Type
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As a Back-Office User,
I want to filter asset categories by creation date and creator name,
So that I can narrow down the data to meet specific needs.
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Download Asset Type
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As a Back-Office User,
I want to download the asset Type list in multiple formats,
So that I can share or analyze the data offline.
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Storytelling
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Search Asset Type
Sarah, a back-office user at Samoa Water Authority, needs to locate the "Valves" Type to update its details. Using the Search feature, she types the Type name, and the list dynamically narrows down to show the matching result, saving her valuable time. -
Sort Asset Type
John, an Back-Office User, is reviewing the asset categories for reporting. He uses the Sort feature to arrange categories alphabetically from A to Z, ensuring the data is neatly organized for his upcoming report. -
Filter Asset Type
Emily, another back-office user, wants to focus on asset categories created last week. Using the Filter option, she selects a date range and "M Johnson" as the creator, allowing her to quickly identify and validate the newly added categories. -
Download Asset Type
David, the Back-Office User, prepares for a performance review meeting. He filters asset categories by creation date, then downloads the list in an Excel format. The downloaded file includes metadata such as the date and applied filters, making it easy for him to analyze and share the report with stakeholders.
GOAL
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Allow back-office users to quickly locate specific asset categories through search functionality.
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Enable sorting and filtering of asset categories for better organization and analysis.
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Facilitate data export in multiple formats (PDF, CSV, Excel) for reporting and offline use.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
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Back-office user logs into SMART360.
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Navigates to AX Module > Settings > Asset Type.
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Uses the Search bar to locate specific asset categories using keywords.
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Applies Sort options to organize the list (Alphabetically or by Date Created).
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Applies Filter criteria, such as:
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Created By
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Date Created (From-To)
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Clicks on the Download button and selects a preferred format: PDF, CSV, or Excel.
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The system generates the filtered list in the chosen format and triggers a success message.
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User accesses and reviews the downloaded file.
BUSINESS RULES
Search Asset Type
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The search bar must allow queries based on Asset Type Name.
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Results must dynamically update as the search query is entered.
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If no results match the query, display: "No results found for your search."
Sort Asset Type
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Sorting must include the following options:
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Alphabetically (A to Z, Z to A)
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Date Created (Newest to Oldest, Oldest to Newest)
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The list must dynamically update based on the chosen sorting option.
Filter Asset Type
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Filters must include the following criteria:
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Created By (Dropdown list of user names)
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Date Created (Date range: From and To)
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Filters can be applied individually or in combination.
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Display: "No results found" if no data matches the applied filters.
Download Asset Type
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Users must be able to download the asset Type list in the following formats:
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PDF
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CSV
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Excel
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Downloaded files must reflect the applied search, sort, and filter criteria.
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Metadata like Report Date and Filters Applied must appear in the downloaded files.
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A success message must appear upon successful file generation: "File downloaded successfully."
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Appropriate error messages must display for failed downloads.
SAMPLE DATA
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Asset Type: Chlorine Pump
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Created By: M Johnson
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Created On: 12/2/24.
ACCEPTANCE CRITERIA
Search Asset Type
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The search bar dynamically updates results as keywords are entered.
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If no matches are found, the message "No results found for your search" appears.
Sort Asset Type
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Users can sort asset categories alphabetically (A-Z and Z-A).
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Users can sort asset categories by Date Created (Newest to Oldest, Oldest to Newest).
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Results reflect the selected sorting order.
Filter Asset Type
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Users can filter asset categories by Created By and Date Created.
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The list dynamically updates based on the applied filters.
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A message "No results found" appears if no data matches the filters.
Download Asset Type
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Users can download the asset Type list in PDF, CSV, or Excel formats.
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Downloaded files reflect the applied search, sort, and filter criteria.
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Metadata such as "Report Date" and "Filters Applied" are included in the files.
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The success message "File downloaded successfully" appears upon completion.
PRODUCT TOUR
Link
TEST CASES
Link
TEST DATA
Link: