Conditions
Conditions
Conditions Category
Add Conditions Category
PROCESS NAME
Condition Management (AX06P5)
FEATURE / USER STORY NAME
Add Asset Category (AX06P5US01/Critical/S1)
DESCRIPTION
Enable back-office users to add asset categories for condition assessment of assets in the SMART360 platform. The added categories, along with their subcategories, will be reflected in the condition assessment forms and dropdown fields during asset evaluation.
ACTORS
-
Back Office User
USER STORY
As a Back-Office User,
I want to add asset categories,
So that I can use them for asset condition assessments.
STORYTELLING
John, a back-office user at the Samoa Water Authority, needs to add a new asset category to be used during the condition assessment of assets. John navigates ot add category tab and adds new category to the list through which the condition of that particular asset type can be assessed.
GOALS
Enable back-office users to add new asset categories for use in condition assessments, with the categories appearing in dropdown fields for easy selection.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Asset Category
-
Selects a specific asset type (e.g., Chlorine Pump).
-
Click Condition Category
-
Click Add Category.
-
Input Category Name.
-
Input Asset type
-
Click Save to add the category.
-
Category appears in the dropdown field for asset condition assessment.
BUSINESS RULES
-
Only authorized back-office users can access the Add Category feature.
-
The Category Name is mandatory.
-
Asset Type should be dropdown field and fetched form the asset type list
-
Each category name must be unique. For duplicate categories, display: “This category name already exists.”
-
If the mandatory field is not filled display “This field is Mandatory”
-
Category field should only accept alphabets any special characters or numbers filled should show an error message “Enter valid data”.
-
The Created By field should be automatically populated with the name of the logged-in user.
-
The Created Date field should be automatically populated with the local system time.
SAMPLE DATA
-
Category: Design
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The Add Category form should open when the Add Category button is clicked.
-
The Category Name field must be mandatory and saved successfully when filled out.
-
Upon successful saving, the success message “Category successfully added” should display.
-
If a category with the same name already exists, an error message should display: “This category name already exists.”
-
If the Category Name field is left empty, an error message should display: “This field is mandatory.”
-
The Created By and Created Date fields should be auto-populated.
-
The newly added category should appear immediately in the Asset Category list view and the dropdown field for asset condition assessment.
PRODUCT TOUR
TEST CASES
TEST DATA
View Condition Category
PROCESS NAME
Condition Management (AX06P5)
FEATURE / USER STORY NAME
View Asset Category (AX06P5US02/Critical/S2)
DESCRIPTION
Enable back-office users to view the list of existing asset categories in the SMART360 platform. The list should allow users to review asset categories, including their associated subcategories, and support their use in asset condition assessments.
ACTORS
-
Back-Office User
USER STORY
As a Back-Office User,
I want to view asset categories,
So that I can review the categories used for asset condition assessments.
STORYTELLING
Sarah, a back-office user at the Samoa Water Authority, needs to review the list of Condition categories that have been added to the system. She navigates to the View Category section, where she can see all available categories. These categories, along with their subcategories, are used for condition assessments of assets. Sarah can quickly verify that the categories match the asset types being assessed.
GOALS
Enable back-office users to view the list of existing Condition categories used in condition assessments and ensure they are visible in the Category section.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Asset Category > Asset Type > Conditions > Category.
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Clicks on View Category.
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The list of asset categories appears, displaying:
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Category Name
-
Asset Type
-
Created By
-
Created Date
-
-
User can filter or search for specific categories using available search functionality.
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Optionally, users can click on a category name to view further details.
BUSINESS RULES
-
Only authorized back-office users can access the View Category feature.
-
Categories should be listed with the following mandatory fields:
-
Category Name
-
Asset type
-
Created By
-
Created Date
-
-
Categories should be sortable by Category Name and Created Date.
-
Categories can be searched using the Category Name.
SAMPLE DATA
-
Category: Design
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The View Category list should load when the View Category button is clicked.
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The categories should be listed with Category Name, Created By, and Created Date.
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Categories should be sortable by Category Name and Created Date.
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The user should be able to search for categories by Category Name.
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Categories must be listed in the order they were added, with the most recently added categories appearing at the top by default.
PRODUCT TOUR
TEST CASES
TEST DATA
Search, Sort, Filter and Download Condition Category
PROCESS NAME
Condition Management (AX06P5)
FEATURE
Search, Sort, Filter, and Download Category (AX06P5US03/High/S2)
DESCRIPTION
Enable back-office users to search, sort, filter, and download asset categories for a specific asset type in the SMART360 platform. This feature helps users quickly locate, organize, and export category data for offline reference or further analysis.
ACTORS
-
Back-Office User
USER STORIES
-
Search Categories
As a Back-Office User,
I want to search for asset categories by keywords,
So that I can quickly find specific categories related to an asset type. -
Sort Categories
As a Back-Office User,
I want to sort asset categories by specific fields (Category Name, Created By, and Created On),
So that I can organize category data for better analysis. -
Filter Categories
As a Back-Office User,
I want to filter asset categories based on criteria such as Created By, Created On,
So that I can narrow down the data to relevant categories. -
Download Categories
As a Back-Office User,
I want to download asset categories in a CSV format based on the current list view,
So that I can use the data offline or for further reporting.
Storytelling
-
Search Categories
Sarah, a back-office user, needs to find all asset categories related to “Chlorine Pump” to evaluate the associated condition assessment. She enters “Chlorine” into the search bar in the Asset Category section. The system dynamically displays all matching categories, allowing Sarah to quickly locate relevant categories. -
Sort Categories
John, a back-office user, needs to prepare a report that lists asset categories based on their creation date. He sorts the categories by Created On from newest to oldest and can easily spot the recently added categories. -
Filter Categories
Rachel, another back-office user, needs to review asset categories that were created by a specific user. She applies a filter for Created By: “M. Johnson” and quickly views only the relevant categories created by that user. -
Download Categories
Mike, a back-office user, needs to export a report on asset categories associated with the Chlorine Pump for further analysis. After filtering by Created By: “M. Johnson”, he clicks the Download button to export the filtered data into a CSV file for offline analysis.
GOAL
-
Enable users to search for specific asset categories.
-
Allow users to sort asset categories based on specific fields.
-
Provide filter options to refine the asset category list.
-
Allow users to download asset categories in a structured CSV format.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Asset Category > Asset Type > Conditions > Category.
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Search Categories:
-
User enters a keyword in the search bar (e.g., Category Name, Created By, Asset Type).
-
The list updates dynamically to display matching results.
-
-
Sort Categories:
-
User sorts categories using available columns:
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Category Name (alphabetically, A-Z or Z-A)
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Created By (alphabetically, A-Z or Z-A)
-
Created On (newest to oldest and oldest to newest)
-
-
-
Filter Categories:
-
User applies filters based on specific criteria:
-
Category Name
-
Created By
-
Created On (date range selection)
-
-
-
Download Categories:
-
User clicks the Download button.
-
The system generates a CSV file containing the current list of asset categories (including applied search, sort, or filter).
-
BUSINESS RULES
-
Only authorized back-office users can access the Search, Sort, Filter, and Download Categories feature.
-
Search:
-
Search should be case-insensitive.
-
Searchable fields include: Category Name, Created By, Asset Type, etc.
-
-
Sort:
-
Sorting should be available on the following fields:
-
Category Name (alphabetically, A-Z or Z-A)
-
Created By (alphabetically, A-Z or Z-A)
-
Created On (newest to oldest and oldest to newest)
-
-
-
Filter:
-
Users can apply single or multiple filters.
-
Filter options include:
-
Category Name
-
Created By
-
Created On (with date range selection)
-
-
-
Download:
-
The download feature generates a CSV file containing the list displayed on the screen (including search, sort, and filter results).
-
File format: categories_<asset_type>_<date>.csv.
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If no categories match the search/filter criteria, display: “No results found.”
-
SAMPLE DATA
-
Category: Design
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The system dynamically updates the category list based on search keywords.
-
The list of categories can be sorted by Category Name, Created By, and Created On.
-
Users can apply single or multiple filters for Category Name, Created By, and Created On (with date range selection).
-
If no categories match the search/filter criteria, display: “No results found.”
-
The system generates a CSV file containing the current list view, including search, sort, or filter results.
-
File naming convention: categories_<asset_type>_<date>.csv.
PRODUCT TOUR
Link
TEST CASES
Link
TEST DATA
Link:
Conditions Subcategory
Add Condition Subcategory
PROCESS NAME
Condition Management (AX06P5)
FEATURE / USER STORY NAME
Add Sub-Category (AX06P5US04/High/S2)
DESCRIPTION
Enable back-office users to add Condition categories for condition assessment of assets in the SMART360 platform. The added categories, along with their subcategories, will be reflected in the condition assessment forms and dropdown fields during asset evaluation.
ACTORS
-
Back Office User
USER STORY
As a Back-Office User,
I want to add asset categories,
So that I can use them for asset condition assessments.
STORYTELLING
John, a back-office user at the Samoa Water Authority, needs to add a new asset Sub-Category to be used during the condition assessment of assets. John navigates ot add Sub-Category tab and adds new Sub-Category to the list through which the condition of that particular asset type can be assessed.
GOALS
Enable back-office users to add new asset categories for use in condition assessments, with the categories appearing in dropdown fields for easy selection.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Asset Sub-Category > Asset Type
-
Selects a specific asset type (e.g., Chlorine Pump).
-
Click Conditions
-
Click Add Sub-Category.
-
Select Category
-
Input Sub-Category Name.
-
Click Save to add the Sub-Category.
-
Sub-Category appears in the dropdown field for asset condition assessment.
BUSINESS RULES
-
Only authorized back-office users can access the Add Sub-Category feature.
-
The Category and Sub-Category fields are mandatory.
-
Asset Type should be the dropdown field showing all asset types added.
-
Category should be selected from the dropdown and the list is fetched from the category list
-
Each Sub-Category name must be unique. For duplicate categories, display: “This Sub-Category name already exists.”
-
If the mandatory field is not filled display “This field is Mandatory”
-
Sub-Category field should only accept alphabets any special characters or numbers filled should show an error message “Enter valid data”.
-
The Created By field should be automatically populated with the name of the logged-in user.
-
The Created Date field should be automatically populated with the local system time.
-
Newly added categories should be immediately visible in:
-
The Asset Sub-Category list view.
-
The dropdown field used in asset condition assessments.
-
SAMPLE DATA
-
Category: Design
-
Sub-Category: Material
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The Add Sub-Category form should open when the Add Sub-Category button is clicked.
-
The Sub-Category Name field must be mandatory and saved successfully when filled out.
-
Upon successful saving, the success message “Sub-Category successfully added” should display.
-
If a Sub-Category with the same name already exists, an error message should display: “This Sub-Category name already exists.”
-
If the Sub-Category Name field is left empty, an error message should display: “This field is mandatory.”
-
The Created By and Created Date fields should be auto-populated.
-
The newly added Sub-Category should appear immediately in the Asset Sub-Category list view and the dropdown field for asset condition assessment.
PRODUCT TOUR
TEST CASES
TEST DATA
View Condition Subcategory
PROCESS NAME
Condition Management (AX06P5)
FEATURE / USER STORY NAME
View Asset Category (AX06P5US05/Critical/S2)
DESCRIPTION
Enable back-office users to view the list of condition sub-categories for condition assessments in the SMART360 platform. The feature provides a structured view of all sub-categories, including details such as Sub-Category Name, Category Name, Created By, and Created On, ensuring easy access for validation, analysis, and reference during asset condition assessments.
ACTORS
-
Back-Office User
USER STORY
As a Back-Office User,
I want to view the list of condition sub-categories,
So that I can validate and reference them for condition assessments.
STORYTELLING
John, a back-office user at the Samoa Water Authority, needs to verify the sub-categories added for condition assessment under the Chlorine Pump asset type. John navigates to the View Condition Sub-Category section in the AX Module. He sees a list of all condition sub-categories associated with the selected asset type, including details like Category Name, Sub-Category Name, Created By, and Created On. This helps him confirm that all required sub-categories are present and available for use in condition assessments.
GOALS
Enable back-office users to view a comprehensive and organized list of condition sub-categories, providing clear visibility into details for validation and reference purposes during asset condition assessments.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Condition Sub-Category > Asset Type.
-
Selects a specific asset type (e.g., Chlorine Pump).
-
Clicks on the View Condition Sub-Category tab.
-
The system displays a list of condition sub-categories with the following details:
-
Category Name
-
Sub-Category Name
-
Created By
-
Created On
-
-
User can scroll through the list to view all available condition sub-categories.
BUSINESS RULES
-
Only authorized back-office users can access the View Condition Sub-Category feature.
-
The list should display the following fields:
-
Category Name
-
Sub-Category Name
-
Asset Type
-
Created By
-
Created On
-
-
The list should display all condition sub-categories associated with the selected Asset Type.
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Condition sub-categories should appear in alphabetical order by default based on the Sub-Category Name.
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The Created By and Created On fields should reflect the values captured during the creation of the condition sub-category.
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Pagination should be applied if the list exceeds 20 entries per page.
SAMPLE DATA
-
Category: Design
-
Sub-Category: Material
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The user can successfully navigate to the View Condition Sub-Category tab under the selected asset type.
-
The system displays all condition sub-categories associated with the selected asset type in a tabular format.
-
The following fields must be visible for each condition sub-category:
-
Category Name
-
Sub-Category Name
-
Asset Type
-
Created By
-
Created On
-
-
The condition sub-categories should appear in alphabetical order by default based on Sub-Category Name.
-
If no condition sub-categories exist for the selected asset type, the system should display: "No condition sub-categories available."
-
The data for Created By and Created On should match the values entered during condition sub-category creation.
PRODUCT TOUR
TEST CASES
TEST DATA
Search, Sort, Filter and Download Condition Subcategory
PROCESS NAME
Condition Management (AX06P5)
FEATURE
Search, Sort, Filter, and Download Sub-Category (AX06P5US06/High/S2)
DESCRIPTION
Enable back-office users to search, sort, filter, and download condition sub-categories for a specific asset category in the SMART360 platform. This feature helps users quickly locate, organize, and export sub-category data for offline reference or further analysis.
ACTORS
-
Back-Office User
USER STORIES
-
Search Sub-Categories
-
As a Back-Office User,
I want to search for condition sub-categories by keywords,
So that I can quickly find specific sub-categories related to an asset category.
-
-
Sort Sub-Categories
-
As a Back-Office User,
I want to sort condition sub-categories by specific fields (Sub-Category Name, Created By, and Created On),
So that I can organize sub-category data for better analysis.
-
-
Filter Sub-Categories
-
As a Back-Office User,
I want to filter condition sub-categories based on criteria such as Created By and Created On,
So that I can narrow down the data to relevant sub-categories.
-
-
Download Sub-Categories
-
As a Back-Office User,
I want to download condition sub-categories in a CSV format based on the current list view,
So that I can use the data offline or for further reporting.
-
Storytelling
-
Search Sub-Categories
Sarah, a back-office user, needs to find all condition sub-categories related to "Pump Alignment" under a specific category. She enters "Pump" into the search bar in the Sub-Category section. The system dynamically displays all matching sub-categories, allowing Sarah to quickly locate the relevant entries. -
Sort Sub-Categories
John, a back-office user, needs to prepare a report that lists condition sub-categories based on their creation date. He sorts the list by "Created On" from newest to oldest and can easily identify the most recently added sub-categories. -
Filter Sub-Categories
Rachel, another back-office user, needs to review condition sub-categories created by a specific user. She applies a filter for Created By: "M. Johnson" and quickly views only the relevant sub-categories created by that user. -
Download Sub-Categories
Mike, a back-office user, needs to export a filtered report of sub-categories associated with a specific category. After filtering by Created By: "M. Johnson", he clicks the Download button to export the filtered data into a CSV file for offline use.
GOAL
-
Enable users to search for specific condition sub-categories.
-
Allow users to sort sub-categories based on specific fields.
-
Provide filter options to refine the sub-category list.
-
Allow users to download sub-categories in a structured CSV format.
PROCESS FLOW DIAGRAM
MAJOR STEPS INVOLVED
-
Back-office user logs into the SMART360 platform.
-
Navigates to AX Module > Settings > Condition Sub-Category > Category.
-
Selects a specific category (e.g., Pump Alignment).
-
Performs the following actions:
-
Search Sub-Categories:
-
User enters a keyword in the search bar.
-
The system dynamically updates the list to display matching sub-categories.
-
-
Sort Sub-Categories:
-
User sorts the list using available columns:
-
Sub-Category Name (A-Z or Z-A)
-
Created By (A-Z or Z-A)
-
Created On (newest to oldest or oldest to newest).
-
-
-
Filter Sub-Categories:
-
User applies filters based on:
-
Sub-Category Name
-
Created By
-
Created On (with date range selection).
-
-
-
Download Sub-Categories:
-
User clicks the Download button.
-
The system generates a CSV file containing the current list view.
-
-
BUSINESS RULES
-
Only authorized back-office users can access the Search, Sort, Filter, and Download Sub-Categories feature.
-
Search:
-
Search should be case-insensitive.
-
Searchable fields include: Sub-Category Name and Created By.
-
-
Sort:
-
Sorting should be available on the following fields:
-
Sub-Category Name (A-Z or Z-A)
-
Created By (A-Z or Z-A)
-
Created On (newest to oldest or oldest to newest).
-
-
-
Filter:
-
Users can apply single or multiple filters simultaneously.
-
Available filters:
-
Sub-Category Name
-
Created By
-
Created On (date range).
-
-
-
Download:
-
The download feature generates a CSV file reflecting the current view, including applied search, sort, or filter results.
-
File format: subcategories__.csv.
-
If no results match the search or filter criteria, display the message: "No sub-categories available."
-
SAMPLE DATA
-
Category: Design
-
Sub-Category: Material
-
Created By: M Johnson
-
Created On: 12/2/24
ACCEPTANCE CRITERIA
-
The system dynamically updates the sub-category list based on search keywords.
-
The list of sub-categories can be sorted by Sub-Category Name, Created By, and Created On.
-
Users can apply single or multiple filters for Sub-Category Name, Created By, and Created On (with date range selection).
-
If no sub-categories match the search/filter criteria, the system displays: "No sub-categories available."
-
The system generates a CSV file containing the current list view, including applied search, sort, or filter results.
-
File naming convention follows: subcategories__.csv.
PRODUCT TOUR
Link
TEST CASES
Link
TEST DATA
Link: