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Search, Sort, Filter and Download Critical Parameters

PROCESS NAME

Criticality Management(AX06P7)

 

FEATURE / USER STORY NAME

Search, Sort, Filter, and Download Parameters (AX06P7US03/High/S2)

 

DESCRIPTION

This feature enables back-office users to efficiently search, sort, filter, and download the list of criticality parameters for streamlined management and analysis. The search helps locate specific parameters, sorting arranges them based on various fields, filtering refines the displayed results, and downloading provides offline access to parameter data.

 

ACTORS

  • Back Office User

 

USER STORY

  1. Search Functionality
    As a Back-Office User,
    I want to search for criticality parameters using their names,
    So that I can quickly locate specific parameters.

  2. Sort Functionality
    As a Back-Office User,
    I want to sort parameters by name, score, weightage, created date, or created by,
    So that I can organize the displayed list based on my requirements.

  3. Filter Functionality
    As a Back-Office User,
    I want to filter parameters by specific criteria, such as score ranges or created by a particular user,
    So that I can focus on relevant parameters.

  4. Download Functionality
    As a Back-Office User,
    I want to download the list of parameters in a readable format (CSV or Excel),
    So that I can analyze or share the data offline.

 

 

STORYTELLING

Search for a Parameter
Maria, a back-office user, types "Safety" into the search bar. The system filters the displayed list to show only the parameter named "Safety."

Sorting by Weightage
Maria clicks on the "Weightage" column header. The list rearranges, displaying parameters in descending order of weightage.

Filtering by Score Range
Maria applies a filter to display only parameters with scores between 3 and 5. The system updates the list to show parameters that match this criterion.

Downloading Parameters
Maria clicks the "Download" button. A CSV file containing all parameter details (name, score, weightage, created date, and created by) is downloaded to her device. She uses the data for further analysis.

 

GOALS

  • Provide efficient tools to search, sort, and filter the list of criticality parameters.

  • Enable users to download parameter data for offline use or sharing.

 

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to AX Module > Settings > Criticality

  3. Uses the following actions:

  4. Search:

    1. Enters a parameter name in the search bar.

    2. The system filters the list to match the entered text.

  5. Sort:

    1. Clicks on any column header (Name, Score, Weightage, Created Date, Created By).

    2. The list reorders based on the selected column in ascending or descending order.

  6. Filter:

    1. Opens the filter menu.

    2. Selects criteria such as score range (e.g., 1-3) or created by a specific user.

    3. The system displays only the matching parameters.

  7. Download:

    1. Clicks the "Download" button.

    2. Selects the format (CSV or Excel).

    3. The file is downloaded to the user’s device.

 

BUSINESS RULES

  1. Search

    1. The search is case-insensitive.

    2. Partial matches are displayed. For example, searching "Saf" displays "Safety."

  2. Sort

    1. Sorting is available for the following fields:

      1. Parameter Name (A-Z, Z-A)

      2. Score (Ascending, Descending)

      3. Weightage (Ascending, Descending)

      4. Created Date (Newest First, Oldest First)

      5. Created By (A-Z, Z-A)

  3. Filter

    1. Filters can be applied using the following criteria:

      1. Score Range: Dropdown with predefined ranges (e.g., 1-2, 3-5).

      2. Created By: Dropdown with a list of users who created parameters.

  4. Download

    1. File formats supported: CSV and Excel.

    2. Downloaded data includes: Parameter Name, Score, Weightage, Created Date, Created By.

    3. The file name format is: Criticality_Parameters_<YYYYMMDD>.csv or .xlsx.

  5. Error Handling

    1. If no parameters match the search/filter criteria, display:
      "No matching parameters found. Please try again."

 

SAMPLE DATA

  1. Before Actions

    1. Parameter 1: Safety

      1. Score: 5

      2. Weightage: 0.625

      3. Created Date: 2024/01/01

      4. Created By: Admin

    2. Parameter 2: Revenue

      1. Score: 3

      2. Weightage: 0.375

      3. Created Date: 2024/01/05

      4. Created By: Mark

  2. Search Result (Keyword: "Saf")

    1. Parameter 1: Safety

      1. Score: 5

      2. Weightage: 0.625

      3. Created Date: 2024/01/01

      4. Created By: Admin

  3. After Sorting by Score (Descending)

    1. Parameter 1: Safety

      1. Score: 5

      2. Weightage: 0.625

      3. Created Date: 2024/01/01

      4. Created By: Admin

    2. Parameter 2: Revenue

      1. Score: 3

      2. Weightage: 0.375

      3. Created Date: 2024/01/05

      4. Created By: Mark

  4. Filtered by Created By ("Admin")

    1. Parameter 1: Safety

      1. Score: 5

      2. Weightage: 0.625

      3. Created Date: 2024/01/01

      4. Created By: Admin

 

ACCEPTANCE CRITERIA

  1. Search Functionality

    1. Parameters matching the entered text are displayed dynamically.

    2. Partial and case-insensitive matches are supported.

  2. Sort Functionality

    1. Sorting works correctly for all defined fields.

    2. Sort order toggles between ascending and descending upon repeated clicks.

  3. Filter Functionality

    1. Filters refine the displayed list based on the selected criteria.

    2. Multiple filters can be applied simultaneously.

  4. Download Functionality

    1. File downloads successfully in the selected format (CSV/Excel).

    2. File includes all defined fields.

    3. File name matches the specified naming convention.

  5. Error Handling

    1. Appropriate messages are displayed when no matches are found for search or filters.

 

PRODUCT TOUR

TEST CASES

TEST DATA

 

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