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Sub Tabs of Asset Category

Asset Category
Add Asset Category

PROCESS NAME

Asset Category Management (AX06P2)

 

FEATURE / USER STORY NAME

Add Asset Category (AX06P2US01/Critical/S1)

 

DESCRIPTION

Enable back-office users to add new asset categories in the SMART360 platform, ensuring streamlined asset classification and consistent data management for improved operational efficiency.

 

ACTORS

  • Back-Office User

 

USER STORY

As a Back-Office User,

I want to add an asset category,

So that I can organize and classify assets effectively in the SMART360 platform.

 

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 and manage asset categories to ensure proper asset classification and enhance organizational workflows.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to AX Module > Settings > Asset Category.

  3. Clicks the Add button to open the Add Asset Category form.

  4. Fills in the required details:

    1. Asset Category

  5. Clicks the Submit button to save the new category.

  6. A success message confirms the addition, and the category appears in the list view.

 

 

BUSINESS RULES

  1. Only authorized back-office users can access the Add Asset Category feature.

  2. Asset Category Name is mandatory and must be unique.

  3. Clicking Cancel should discard the entered details and return the user to the list view.

  4. The system should display the following error messages for invalid inputs:

  5. For duplicate names: "Asset category name already exists."

  6. For empty mandatory fields: "This field is mandatory."

  7. Newly added categories must be immediately visible in the Asset Category list view.

  8. Changes should reflect across all modules referencing asset categories.

  9. For Created By, User name should be fetched from the account that Asset Category is created.

  10. For Created On, Date should be fetched from the system local time.

 

SAMPLE DATA

  • Asset Category: Pumps

  • Created By: M Johnson

  • Created On: 12/2/24

ACCEPTANCE CRITERIA

  1. The Add Asset Category form should open when the "Add" button is clicked.

  2. Asset category details should be successfully added to the system.

  3. The success message "Asset category successfully added" should display upon saving.

  4. Duplicate asset category names should trigger an error.

  5. The cancel button should discard the form and return the user to the list view.

 

PRODUCT TOUR

TEST CASES

TEST DATA

List View Asset Category

PROCESS NAME

Asset Category Management (AX06P2)

 

FEATURE / USER STORY NAME

View Asset Category (AX06P2US02/Critical/S1)

 

DESCRIPTION

Allow back-office users to view and verify Asset Category details in a list format, ensuring easy access to accurate information for asset registration and management.

 

ACTORS

  • Back-Office User

 

USER STORY

As a Back-Office User,

I want to view a list of all Asset Categories,

so that I can verify and access Asset Category information efficiently when needed.

 

STORYTELLING

Sam, a back-office user at Samoa Water Authority, needs to confirm the Asset Category details of a newly procured water meter. He logs into the SMART360 platform, navigates to the Asset Category section, and accesses the list of registered Asset Categories. The structured list view provides Sam with all the details he needs, saving him time and ensuring accuracy in asset management.

 

GOALS

Provide back-office users with an organized list view of Asset Categories.

 

PROCESS FLOW DIAGRAM

 

 

MAJOR STEPS INVOLVED

  1. Back-office user logs into the AX module of SMART360.

  2. Navigates to Settings > Asset Category.

  3. Accesses the Asset Category List View displaying all registered Asset Categories.

  4. Reviews details such as Asset Category Name, Contact Person, Contact Email, and Description.

 

BUSINESS RULES

  1. Only authorized back-office users can access the Asset Category List View.

  2. The list should display the following fields:

  • Asset Category Name

  • Created By

  • Created Date

  1. Asset Category details must align with the information entered during registration.

  2. The list should update dynamically when new Asset Categories are added.

 

SAMPLE DATA

  • Asset Category: Pumps

  • Created By: John

  • Created on: 12/12/22

 

 

ACCEPTANCE CRITERIA

  1. A structured list view of Asset Categories should be accessible from the Asset Category section of the AX module.

  2. The list should display accurate details for all registered Asset Categories.

  3. Newly added Asset Categories should appear in the list instantly.

  4. Any updates to Asset Category details should reflect immediately in the list view.

 

PRODUCT TOUR

TEST CASES

TEST DATA

 

Search, Sort, Filer and Download Asset Category

PROCESS NAME

Asset Category Management (AX06P2)

FEATURE

Search, Sort, Filter, and Download Asset Category (AX06P2US03/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

  • Back-Office User

USER STORIES

  1. Search Asset Category

    • As a Back-Office User,
      I want to search for specific asset categories,
      So that I can quickly locate and manage relevant data.information.

  2. Sort Asset Category

    • 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.

  3. Filter Asset Category

    • 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.

  4. Download Asset Category

    • As a Back-Office User,
      I want to download the asset category list in multiple formats,
      So that I can share or analyze the data offline.

Storytelling

  1. Search Asset Category
    Sarah, a back-office user at Samoa Water Authority, needs to locate the "Valves" category to update its details. Using the Search feature, she types the category name, and the list dynamically narrows down to show the matching result, saving her valuable time.

  2. Sort Asset Category
    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.

  3. Filter Asset Category
    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.

  4. Download Asset Category
    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

  • Allow back-office users to quickly locate specific asset categories through search functionality.

  • Enable sorting and filtering of asset categories for better organization and analysis.

  • Facilitate data export in multiple formats (PDF, CSV, Excel) for reporting and offline use.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to AX Module > Settings > Asset Category.

  3. Uses the Search bar to locate specific asset categories using keywords.

  4. Applies Sort options to organize the list (Alphabetically or by Date Created).

  5. Applies Filter criteria, such as:

    • Created By

    • Date Created (From-To)

  6. Clicks on the Download button and selects a preferred format: PDF, CSV, or Excel.

  7. The system generates the filtered list in the chosen format and triggers a success message.

  8. User accesses and reviews the downloaded file.

 

BUSINESS RULES

Search Asset Category

  1. The search bar must allow queries based on Asset Category Name.

  2. Results must dynamically update as the search query is entered.

  3. If no results match the query, display: "No results found for your search."

Sort Asset Category

  1. Sorting must include the following options:

    • Alphabetically (A to Z, Z to A)

    • Date Created (Newest to Oldest, Oldest to Newest)

  2. The list must dynamically update based on the chosen sorting option.

Filter Asset Category

  1. Filters must include the following criteria:

    • Created By (Dropdown list of user names)

    • Date Created (Date range: From and To)

  2. Filters can be applied individually or in combination.

  3. Display: "No results found" if no data matches the applied filters.

Download Asset Category

  1. Users must be able to download the asset category list in the following formats:

    • PDF

    • CSV

    • Excel

  2. Downloaded files must reflect the applied search, sort, and filter criteria.

  3. Metadata like Report Date and Filters Applied must appear in the downloaded files.

  4. A success message must appear upon successful file generation: "File downloaded successfully."

  5. Appropriate error messages must display for failed downloads.

 

SAMPLE DATA

  • Asset Category: Pumps

  • Created By: John

  • Created on: 12/12/22

 

ACCEPTANCE CRITERIA

Search Asset Category

  1. The search bar dynamically updates results as keywords are entered.

  2. If no matches are found, the message "No results found for your search" appears.

Sort Asset Category

  1. Users can sort asset categories alphabetically (A-Z and Z-A).

  2. Users can sort asset categories by Date Created (Newest to Oldest, Oldest to Newest).

  3. Results reflect the selected sorting order.

Filter Asset Category

  1. Users can filter asset categories by Created By and Date Created.

  2. The list dynamically updates based on the applied filters.

  3. A message "No results found" appears if no data matches the filters.

Download Asset Category

  1. Users can download the asset category list in PDF, CSV, or Excel formats.

  2. Downloaded files reflect the applied search, sort, and filter criteria.

  3. Metadata such as "Report Date" and "Filters Applied" are included in the files.

  4. The success message "File downloaded successfully" appears upon completion.

 

PRODUCT TOUR

Link

TEST CASES

Link

TEST DATA

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

  • 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type.

  3. Clicks the Add button to open the Add Asset Type form.

  4. Fills in the required details:

    1. Asset Type Name

  5. Clicks the Submit button to save the new category type.

  6. 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

  1. Only authorized back-office users can access the Add Asset Type feature.

  2. Asset Type Name is mandatory and must be unique.

  3. For duplicate names: Display "Asset category type name already exists."

  4. For empty mandatory fields: Display "This field is mandatory."

  5. Newly added type must be immediately visible in the Asset Type list view.

  6. Newly added asset types must appear instantly in the Asset Type dropdown of the Add Asset form.

  7. For Created By, the user name should be fetched from the account creating the type.

  8. For Created On, the date should be fetched from the system local time.

 

SAMPLE DATA

  • Asset Type: Chlorine Pump

  • Created By: M Johnson

  • Created On: 12/2/24

ACCEPTANCE CRITERIA

  1. The Add Asset Type form should open when the "Add" button is clicked.

  2. Asset type details should be successfully added to the system.

  3. The success message "Asset type successfully added" should display upon saving.

  4. Duplicate asset type names should trigger an error message.

  5. The cancel button should discard the form and return the user to the list view.

  6. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type.

  3. The system displays a list view of all asset types with the following details:

    1. Asset Type Name

    2. Created By

    3. Created On

  4. User can review the details to verify or manage asset types.

  5. Newly added asset types appear at the top of the list by default (sorted by creation date - newest first).

 

BUSINESS RULES

  1. Only authorized back-office users can view the Asset Type list.

  2. The following columns must be displayed in the list view:

    1. Asset Type Name

    2. Created By

    3. Created On

  3. List should be sorted by default based on Created On (Newest to Oldest).

  4. List data should dynamically update whenever a new asset type is added.

  5. If no asset types exist, display: “No asset types available to display.”

 

SAMPLE DATA

  • Asset Type: Chlorine Pump

  • Created By: M Johnson

  • Created On: 12/2/24.

 

 

ACCEPTANCE CRITERIA

  1. The system should display the Asset Type list view upon navigating to the Asset Type section.

  2. All the Asset Types should reflect in the add form of Asset Library in the dropdown of the Asset type field.

  3. The list should include the following columns:

    1. Asset Type Name

    2. Created By

    3. Created On

 

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

  • Back-Office User

USER STORIES

  1. Search Asset Type

    • As a Back-Office User,
      I want to search for specific asset categories,
      So that I can quickly locate and manage relevant data.information.

  2. Sort Asset Type

    • 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.

  3. Filter Asset Type

    • 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.

  4. Download Asset Type

    • 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.

Storytelling

  1. 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.

  2. 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.

  3. 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.

  4. 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

  • Allow back-office users to quickly locate specific asset categories through search functionality.

  • Enable sorting and filtering of asset categories for better organization and analysis.

  • Facilitate data export in multiple formats (PDF, CSV, Excel) for reporting and offline use.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into SMART360.

  2. Navigates to AX Module > Settings > Asset Type.

  3. Uses the Search bar to locate specific asset categories using keywords.

  4. Applies Sort options to organize the list (Alphabetically or by Date Created).

  5. Applies Filter criteria, such as:

    • Created By

    • Date Created (From-To)

  6. Clicks on the Download button and selects a preferred format: PDF, CSV, or Excel.

  7. The system generates the filtered list in the chosen format and triggers a success message.

  8. User accesses and reviews the downloaded file.

 

BUSINESS RULES

Search Asset Type

  1. The search bar must allow queries based on Asset Type Name.

  2. Results must dynamically update as the search query is entered.

  3. If no results match the query, display: "No results found for your search."

Sort Asset Type

  1. Sorting must include the following options:

    • Alphabetically (A to Z, Z to A)

    • Date Created (Newest to Oldest, Oldest to Newest)

  2. The list must dynamically update based on the chosen sorting option.

Filter Asset Type

  1. Filters must include the following criteria:

    • Created By (Dropdown list of user names)

    • Date Created (Date range: From and To)

  2. Filters can be applied individually or in combination.

  3. Display: "No results found" if no data matches the applied filters.

Download Asset Type

  1. Users must be able to download the asset Type list in the following formats:

    • PDF

    • CSV

    • Excel

  2. Downloaded files must reflect the applied search, sort, and filter criteria.

  3. Metadata like Report Date and Filters Applied must appear in the downloaded files.

  4. A success message must appear upon successful file generation: "File downloaded successfully."

  5. Appropriate error messages must display for failed downloads.

 

SAMPLE DATA

  • Asset Type: Chlorine Pump

  • Created By: M Johnson

  • Created On: 12/2/24.

 

ACCEPTANCE CRITERIA

Search Asset Type

  1. The search bar dynamically updates results as keywords are entered.

  2. If no matches are found, the message "No results found for your search" appears.

Sort Asset Type

  1. Users can sort asset categories alphabetically (A-Z and Z-A).

  2. Users can sort asset categories by Date Created (Newest to Oldest, Oldest to Newest).

  3. Results reflect the selected sorting order.

Filter Asset Type

  1. Users can filter asset categories by Created By and Date Created.

  2. The list dynamically updates based on the applied filters.

  3. A message "No results found" appears if no data matches the filters.

Download Asset Type

  1. Users can download the asset Type list in PDF, CSV, or Excel formats.

  2. Downloaded files reflect the applied search, sort, and filter criteria.

  3. Metadata such as "Report Date" and "Filters Applied" are included in the files.

  4. The success message "File downloaded successfully" appears upon completion.

 

PRODUCT TOUR

Link

TEST CASES

Link

TEST DATA

Link:

Failure Modes
Add Failure Mode

PROCESS NAME

Failure Mode Management (AX06P4)

 

FEATURE / USER STORY NAME

Add Failure Modes (AX06P4US01/Critical/S1)

 

DESCRIPTION

Enable back-office users to add failure modes for a specific asset type in the SMART360 platform. The added failure modes, including their mechanisms, causes, and symptoms, will be reflected in the Risk Analyzer module during failure mode analysis when that specific asset type is selected.

 

ACTORS

  • Back-Office User

 

USER STORY

As a Back-Office User,

I want to add failure modes for a specific asset type,

So that I can analyze potential risks associated with the asset during failure mode analysis.

 

STORYTELLING

Sarah, a back-office user at Samoa Water Authority, is tasked with adding failure modes for the "Chlorine Pump" asset type to better identify risks and ensure proactive maintenance. She navigates to the Failure Modes section under the specific asset type, clicks the Add button, and enters details such as the failure mode, mechanism, causes, and symptoms.

 

GOALS

Enable back-office users to add failure modes for a specific asset type.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type > Failure Modes.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Clicks the Add button to open the Add Failure Mode form.

  5. Fills in the following mandatory details:

    1. Failure Mode

    2. Asset Type (Dropdown of asset type list)

    3. Mechanism

    4. Causes

    5. Symptoms

  6. Clicks the Submit button to save the failure mode details.

  7. A success message confirms the addition: “Failure mode successfully added.”

  8. The newly added failure mode is:

  9. Visible in the Failure Modes list view under the asset type.

  10. Reflected in the Risk Analyzer during failure mode analysis when that asset type is selected.

 

 

BUSINESS RULES

  1. Only authorized back-office users can access the Add Failure Modes feature.

  2. Failure mode details must include the following mandatory fields:

    1. Failure Mode

    2. Asset Type

    3. Mechanism

    4. Causes

    5. Symptoms

  3. Each failure mode must be unique for a specific asset type.

  4. For duplicate failure modes: Display “This failure mode already exists for the selected asset type.”

  5. For empty mandatory fields: Display “This field is mandatory.”

  6. Newly added failure modes must be immediately visible in:

    1. Failure Modes list view under the asset type.

    2. Risk Analyzer when the corresponding asset type is selected for analysis.

  7. For Created By, fetch the user name from the logged-in account.

  8. For Created On, fetch the system’s local date and time.

 

SAMPLE DATA

  • Failure Mode: Leakage

  • Mechanish: Corrosion

  • Causes: Environment Humidity

  • Symptoms: Rust on Top

  • Created On: 2024/12/12

  • Created By: John

ACCEPTANCE CRITERIA

  1. The Add Failure Mode form should open when the Add button is clicked.

  2. Failure mode details must be saved successfully when all mandatory fields are entered.

  3. The success message “Failure mode successfully added” should display upon saving.

  4. Duplicate failure modes for the same asset type should trigger an error message: “This failure mode already exists for the selected asset type.”

  5. Missing mandatory fields should trigger an error message: “This field is mandatory.”

  6. The Cancel button should discard the form and return the user to the Failure Modes list view.

  7. Newly added failure modes must appear immediately in the:

    1. Failure Modes list view under the asset type.

    2. Risk Analyzer module during failure mode analysis when that specific asset type is selected.

 

PRODUCT TOUR

TEST CASES

TEST DATA

 

View Failure Mode

PROCESS NAME

Failure Mode Management (AX06P4)

 

FEATURE / USER STORY NAME

View Failure Modes (AX06P4US02/High/S2)

 

DESCRIPTION

Enable back-office users to view failure modes associated with a specific asset type in the SMART360 platform. This ensures that users can access detailed failure mode information, including failure mode name, mechanism, causes, and symptoms, for accurate analysis and reference.

 

ACTORS

  • Back-Office User

 

USER STORY

As a Back-Office User,

I want to view all failure modes associated with a specific asset type,

So that I can analyze and refer to failure mode details for proactive maintenance and risk assessment.

 

STORYTELLING

Sarah, a back-office user at Samoa Water Authority, needs to review the failure modes previously added for the "Chlorine Pump" asset type to prepare for a maintenance planning session. She navigates to the Failure Modes section under the Chlorine Pump asset type. The system displays a list of all added failure modes, along with their corresponding mechanisms, causes, and symptoms. Sarah can quickly view each failure mode's details, ensuring she has the necessary information to assess risks and make decisions for preventive maintenance.

GOALS

Enable back-office users to view all failure modes linked to a specific asset type.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type > Failure Modes.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. The system displays a list view of all failure modes associated with the selected asset type.

  5. The list includes the following:

    1. Failure Mode

    2. Asset Type

    3. Mechanism

    4. Causes

    5. Symptoms

    6. Created By

    7. Created On

  6. Back-office user can scroll through and view the details for each failure mode.

 

BUSINESS RULES

  1. Only authorized back-office users can access the View Failure Modes feature.

  2. The failure mode list should display all failure modes linked to the selected asset type.

  3. The following columns must be displayed in the list view:

    1. Failure Mode

    2. Asset Type

    3. Mechanism

    4. Causes

    5. Symptoms

    6. Created On

    7. Created By

  4. Failure modes should be displayed in reverse chronological order of their Created On date (latest first).

  5. If no failure modes are available for the selected asset type, display a message: “No failure modes available for this asset type.”

 

SAMPLE DATA

  • Failure Mode: Leakage

  • Mechanish: Corrosion

  • Causes: Environment Humidity

  • Symptoms: Rust on Top

  • Created On: 2024/12/12

  • Created By: John

 

ACCEPTANCE CRITERIA

  1. The Failure Modes list view should display when a specific asset type is selected.

  2. The following details must be visible for each failure mode:

    1. Failure Mode

    2. Asset Type

    3. Mechanism

    4. Causes

    5. Symptoms

    6. Created By

    7. Created On

  3. Failure modes should be displayed in reverse chronological order of their Created On date.

  4. If no failure modes exist for the selected asset type, display the message: “No failure modes available for this asset type.”

  5. Back-office users must be able to scroll through the list to view all failure modes.

  6. The system should ensure that failure modes displayed are accurate and up-to-date.

 

PRODUCT TOUR

TEST CASES

TEST DATA

Search, Sort, Filter and Download Failure Modes

PROCESS NAME

Failure Mode Management (AX06P4)

FEATURE

Search, Sort, Filter, and Download Failure Modes (AX06P4US03/High/S2)

DESCRIPTION

Enable back-office users to search, sort, filter, and download failure modes for a specific asset type in the SMART360 platform. This feature allows users to quickly locate, organize, and export failure mode data for offline reference or analysis.

ACTORS

  • Back-Office User

USER STORIES

  1. Search Failure Modes
    As a Back-Office User,
    I want to search for failure modes by keywords,
    So that I can quickly find specific failure mode details for an asset type.

  2. Sort Failure Modes
    As a Back-Office User,
    I want to sort failure modes by specific fields (Failure Mode, Mechanism, Created By, and Created On),
    So that I can organize failure mode data for better analysis.

  3. Filter Failure Modes
    As a Back-Office User,
    I want to filter failure modes based on criteria such as Mechanism, Created On, and Created By,
    So that I can narrow down the data to relevant records.

  4. Download Failure Modes
    As a Back-Office User,
    I want to download failure modes in a CSV format based on the current list view,
    So that I can use the data offline or for further reporting.

Storytelling

  1. Search Failure Modes
    Sarah, a back-office user, receives an urgent request to identify all failure modes related to seal corrosion. She navigates to the "Failure Modes" section for the Chlorine Pump asset type and enters "seal corrosion" into the search bar. The system dynamically displays all matching failure modes, allowing Sarah to identify relevant entries quickly.

  2. Sort Failure Modes
    John, an Back-Office User, is preparing a maintenance performance report. He needs failure modes sorted by their Created On dates to analyze recent trends. He navigates to the failure mode list, sorts by Created On (newest to oldest), and easily identifies recently added failure modes.

  3. Filter Failure Modes
    Rachel, another back-office user, is investigating failure modes associated with Spring Malfunction. She applies filters for Mechanism: Spring Malfunction and Created By: J Adams. The system displays only matching results, enabling her to focus on relevant data.

  4. Download Failure Modes
    Mike, a Risk Analyzer User, is tasked with creating a risk report for the executive team. He applies filters to narrow down failure modes related to Pump Overheating. He clicks the Download button to export the filtered list as a CSV file, which he then includes in the report.

 

GOAL

  • Enable users to search for specific failure modes.

  • Allow users to sort failure modes based on specific fields.

  • Provide filter options to refine the failure mode list.

  • Allow users to download failure modes in a structured format (CSV)

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type > Failure Modes.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Search Failure Modes:

    1. User enters a keyword in the search bar (e.g., Failure Mode, Mechanism, Causes, Symptoms).

    2. The list updates dynamically to display matching results.

  5. Sort Failure Modes:

    1. User sorts failure modes using available columns:

      1. Failure Mode

      2. Mechanism

      3. Created By

      4. Created On

  6. Filter Failure Modes:

    1. User applies filters based on specific criteria:

      1. Failure Mode

      2. Mechanism

      3. Created On (date range selection)

      4. Created By

  7. Download Failure Modes:

    1. User clicks the Download button.

    2. The system generates a CSV file containing the current list of failure modes (including applied search, sort, or filter).

 

BUSINESS RULES

  1. Only authorized back-office users can access the Search, Sort, Filter, and Download Failure Modes feature.

  2. Search:

    1. Search should be case-insensitive.

    2. Searchable fields include: Failure Mode, Mechanism, Causes, Symptoms.

  3. Sort:

    1. Sorting should be available on the following fields:

      1. Failure Mode (alphabetically, A-Z or Z-A).

      2. Mechanism (alphabetically, A-Z or Z-A).

      3. Created By (alphabetically, A-Z or Z-A).

      4. Created On (newest to oldest and oldest to newest).

  4. Filter:

    1. Users can apply single or multiple filters.

    2. Filter options include:

      1. Failure Mode

      2. Mechanism

      3. Created By

      4. Created On (with date range selection).

  5. Download:

    1. The download feature generates a CSV file containing the list displayed on the screen (including search, sort, and filter results).

    2. File format: failure_modes_<asset_type>_<date>.csv.

  6. If no failure modes match the search/filter criteria, display: “No results found.”

 

SAMPLE DATA

  • Failure Mode: Leakage

  • Mechanish: Corrosion

  • Causes: Environment Humidity

  • Symptoms: Rust on Top

  • Created On: 2024/12/12

  • Created By: John

 

ACCEPTANCE CRITERIA

  1. Search Functionality:

    1. The system dynamically updates the failure mode list based on search keywords.

    2. Fields to search: Failure Mode, Mechanism, Causes, Symptoms.

  2. Sort Functionality:

    1. Sorting should be functional for:

      1. Failure Mode

      2. Mechanism

      3. Created By

      4. Created On

  3. Filter Functionality:

    1. Users can apply single or multiple filters.

    2. Filter options include:

      1. Failure Mode

      2. Mechanism

      3. Created By

      4. Created On (date range).

    3. System displays “No results found” if no records match.

  4. Download Functionality:

    1. System generates a CSV file containing the current list view, including search, sort, or filter results.

    2. File naming convention: failure_modes_<asset_type>_<date>.csv.

 

PRODUCT TOUR

Link

TEST CASES

Link

TEST DATA

Link:

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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Click Condition Category

  5. Click Add Category.

  6. Input Category Name.

  7. Input Asset type

  8. Click Save to add the category.

  9. Category appears in the dropdown field for asset condition assessment.

 

BUSINESS RULES

  1. Only authorized back-office users can access the Add Category feature.

  2. The Category Name is mandatory.

  3. Asset Type should be dropdown field and fetched form the asset type list

  4. Each category name must be unique. For duplicate categories, display: “This category name already exists.”

  5. If the mandatory field is not filled display “This field is Mandatory”

  6. Category field should only accept alphabets any special characters or numbers filled should show an error message “Enter valid data”.

  7. The Created By field should be automatically populated with the name of the logged-in user.

  8. 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

  1. The Add Category form should open when the Add Category button is clicked.

  2. The Category Name field must be mandatory and saved successfully when filled out.

  3. Upon successful saving, the success message “Category successfully added” should display.

  4.  If a category with the same name already exists, an error message should display: “This category name already exists.”

  5. If the Category Name field is left empty, an error message should display: “This field is mandatory.”

  6. The Created By and Created Date fields should be auto-populated.

  7. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type > Conditions > Category.

  3. Clicks on View Category.

  4. The list of asset categories appears, displaying:

    1. Category Name

    2. Asset Type

    3. Created By

    4. Created Date

  5. User can filter or search for specific categories using available search functionality.

  6. Optionally, users can click on a category name to view further details.

 

BUSINESS RULES

  1. Only authorized back-office users can access the View Category feature.

  2. Categories should be listed with the following mandatory fields:

    1. Category Name

    2. Asset type

    3. Created By

    4. Created Date

  3. Categories should be sortable by Category Name and Created Date.

  4. Categories can be searched using the Category Name.

 

SAMPLE DATA

  • Category: Design

  • Created By: M Johnson

  • Created On: 12/2/24

 

ACCEPTANCE CRITERIA

  1. The View Category list should load when the View Category button is clicked.

  2. The categories should be listed with Category Name, Created By, and Created Date.

  3. Categories should be sortable by Category Name and Created Date.

  4. The user should be able to search for categories by Category Name.

  5. 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

  1. 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.

  2. 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.

  3. 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.

  4. 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

  1. 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.

  2. 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.

  3. 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.

  4. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type > Conditions > Category.

  3. Search Categories:

    1. User enters a keyword in the search bar (e.g., Category Name, Created By, Asset Type).

    2. The list updates dynamically to display matching results.

  4. Sort Categories:

    1. User sorts categories using available columns:

      1. Category Name (alphabetically, A-Z or Z-A)

      2. Created By (alphabetically, A-Z or Z-A)

      3. Created On (newest to oldest and oldest to newest)

  5. Filter Categories:

    1. User applies filters based on specific criteria:

      1. Category Name

      2. Created By

      3. Created On (date range selection)

  6. Download Categories:

    1. User clicks the Download button.

    2. The system generates a CSV file containing the current list of asset categories (including applied search, sort, or filter).

 

BUSINESS RULES

  1. Only authorized back-office users can access the Search, Sort, Filter, and Download Categories feature.

  2. Search:

    1. Search should be case-insensitive.

    2. Searchable fields include: Category Name, Created By, Asset Type, etc.

  3. Sort:

    1. Sorting should be available on the following fields:

      1. Category Name (alphabetically, A-Z or Z-A)

      2. Created By (alphabetically, A-Z or Z-A)

      3. Created On (newest to oldest and oldest to newest)

  4. Filter:

    1. Users can apply single or multiple filters.

    2. Filter options include:

      1. Category Name

      2. Created By

      3. Created On (with date range selection)

  5. Download:

    1. The download feature generates a CSV file containing the list displayed on the screen (including search, sort, and filter results).

    2. File format: categories_<asset_type>_<date>.csv.

    3. 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

  1. The system dynamically updates the category list based on search keywords.

  2. The list of categories can be sorted by Category Name, Created By, and Created On.

  3. Users can apply single or multiple filters for Category Name, Created By, and Created On (with date range selection).

  4. If no categories match the search/filter criteria, display: “No results found.”

  5. The system generates a CSV file containing the current list view, including search, sort, or filter results.

  6. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Sub-Category > Asset Type 

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Click Conditions

  5. Click Add Sub-Category.

  6. Select Category

  7. Input Sub-Category Name.

  8. Click Save to add the Sub-Category.

  9. Sub-Category appears in the dropdown field for asset condition assessment.

 

BUSINESS RULES

  1. Only authorized back-office users can access the Add Sub-Category feature.

  2. The Category and Sub-Category fields are mandatory.

  3. Asset Type should be the dropdown field showing all asset types added.

  4. Category should be selected from the dropdown and the list is fetched from the category list

  5. Each Sub-Category name must be unique. For duplicate categories, display: “This Sub-Category name already exists.”

  6. If the mandatory field is not filled display “This field is Mandatory”

  7. Sub-Category field should only accept alphabets any special characters or numbers filled should show an error message “Enter valid data”.

  8. The Created By field should be automatically populated with the name of the logged-in user.

  9. The Created Date field should be automatically populated with the local system time.

  10. Newly added categories should be immediately visible in:

    1. The Asset Sub-Category list view.

    2. 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

  1. The Add Sub-Category form should open when the Add Sub-Category button is clicked.

  2. The Sub-Category Name field must be mandatory and saved successfully when filled out.

  3. Upon successful saving, the success message “Sub-Category successfully added” should display.

  4.  If a Sub-Category with the same name already exists, an error message should display: “This Sub-Category name already exists.”

  5. If the Sub-Category Name field is left empty, an error message should display: “This field is mandatory.”

  6. The Created By and Created Date fields should be auto-populated.

  7. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Condition Sub-Category > Asset Type.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Clicks on the View Condition Sub-Category tab.

  5. The system displays a list of condition sub-categories with the following details:

    1. Category Name

    2. Sub-Category Name

    3. Created By

    4. Created On

  6. User can scroll through the list to view all available condition sub-categories.

 

BUSINESS RULES

  1. Only authorized back-office users can access the View Condition Sub-Category feature.

  2. The list should display the following fields:

    1. Category Name

    2. Sub-Category Name

    3. Asset Type

    4. Created By

    5. Created On

  3. The list should display all condition sub-categories associated with the selected Asset Type.

  4. Condition sub-categories should appear in alphabetical order by default based on the Sub-Category Name.

  5. The Created By and Created On fields should reflect the values captured during the creation of the condition sub-category.

  6. 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

  1. The user can successfully navigate to the View Condition Sub-Category tab under the selected asset type.

  2. The system displays all condition sub-categories associated with the selected asset type in a tabular format.

  3. The following fields must be visible for each condition sub-category:

    1. Category Name

    2. Sub-Category Name

    3. Asset Type

    4. Created By

    5. Created On

  4. The condition sub-categories should appear in alphabetical order by default based on Sub-Category Name.

  5. If no condition sub-categories exist for the selected asset type, the system should display: "No condition sub-categories available."

  6. 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

  1. 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.

  2. 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.

  3. 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.

  4. 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

  1. 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.

  2. 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.

  3. 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.

  4. 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

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Condition Sub-Category > Category.

  3. Selects a specific category (e.g., Pump Alignment).

  4. Performs the following actions:

    1. Search Sub-Categories:

      1. User enters a keyword in the search bar.

      2. The system dynamically updates the list to display matching sub-categories.

    2. Sort Sub-Categories:

      1. User sorts the list using available columns:

        1. Sub-Category Name (A-Z or Z-A)

        2. Created By (A-Z or Z-A)

        3. Created On (newest to oldest or oldest to newest).

    3. Filter Sub-Categories:

      1. User applies filters based on:

        1. Sub-Category Name

        2. Created By

        3. Created On (with date range selection).

    4. Download Sub-Categories:

      1. User clicks the Download button.

      2. The system generates a CSV file containing the current list view.

 

BUSINESS RULES

  1. Only authorized back-office users can access the Search, Sort, Filter, and Download Sub-Categories feature.

  2. Search:

    1. Search should be case-insensitive.

    2. Searchable fields include: Sub-Category Name and Created By.

  3. Sort:

    1. Sorting should be available on the following fields:

      1. Sub-Category Name (A-Z or Z-A)

      2. Created By (A-Z or Z-A)

      3. Created On (newest to oldest or oldest to newest).

  4. Filter:

    1. Users can apply single or multiple filters simultaneously.

    2. Available filters:

      1. Sub-Category Name

      2. Created By

      3. Created On (date range).

  5. Download:

    1. The download feature generates a CSV file reflecting the current view, including applied search, sort, or filter results.

    2. File format: subcategories__.csv.

    3. 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

  1. The system dynamically updates the sub-category list based on search keywords.

  2. The list of sub-categories can be sorted by Sub-Category Name, Created By, and Created On.

  3. Users can apply single or multiple filters for Sub-Category Name, Created By, and Created On (with date range selection).

  4. If no sub-categories match the search/filter criteria, the system displays: "No sub-categories available."

  5. The system generates a CSV file containing the current list view, including applied search, sort, or filter results.

  6. File naming convention follows: subcategories__.csv.

 

PRODUCT TOUR

Link

TEST CASES

Link

TEST DATA

Link:

Dimensions
Add Dimensions

PROCESS NAME

Asset Type Management (AX06P6)

 

FEATURE / USER STORY NAME

Add Dimension (AX06P6US01/High/S2)

 

DESCRIPTION

Enable back-office users to create custom data fields (dimensions) for specific asset types in the SMART360 platform. Dimensions include a name, a data type (Numerical or Character), and optionally a unit if the data type is Numerical. These dimensions will be stored and reflected in the Dimensions tab of the Add Asset form based on the asset type selected.

 

ACTORS

  • Back Office User

 

USER STORY

As a Back-Office User,

I want to add custom dimensions for specific asset types,

So that I can store asset-specific details in a structured manner during asset creation.

 

STORYTELLING

Sarah, a back-office user at Samoa Water Authority, is tasked with setting up custom fields for asset types to streamline asset data collection. She navigates to the Dimensions tab under settings for "Chlorine Pump" and adds a custom dimension called "Pressure." She selects the Numerical data type and specifies PSI as the unit. For another asset, Sarah adds a dimension named "Serial Number" and chooses the Character data type, where no unit is required. When field engineers add assets under the "Chlorine Pump" type, these predefined dimensions appear in the Dimensions tab, ensuring consistent and accurate data input.

GOALS

Allow back-office users to configure custom dimensions (data fields) for specific asset types.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Clicks the Dimensions tab.

  5. Clicks the Add Dimension button.

  6. Inputs the Dimension Name.

  7. Selects the Data Type from the dropdown:

  8. If Numerical is selected: The Unit field becomes accessible and mandatory.

  9. If Character is selected: The Unit field disappears.

  10. Clicks Save to add the dimension.

  11. The new dimension appears in the Dimensions list view.

  12. The dimensions are automatically displayed in the Dimensions tab when adding an asset of the selected asset type.

 

BUSINESS RULES

  1. Only authorized back-office users can access the Add Dimension feature.

  2. Dimension Name is mandatory and should only accept characters.

  3. Asset Type should be dropdown and should fetch data of all asset types added.

  4. Data Type must be selected from the dropdown:

  5. Options: Numerical, Character.

  6. If Numerical is selected as the Data Type:

    1. The Unit field must become accessible and mandatory.

  7. If Character is selected as the Data Type:

    1. The Unit field must disappear.

  8. Each Dimension Name must be unique within the selected asset type.

  9. For duplicate names, display: “This Dimension name already exists.”

  10. If the Dimension Name field is empty, display:

    1. “This field is mandatory.”

  11. Dimension Name should accept only alphabets.

  12. If numbers or special characters are entered, display: “Enter valid data.”

  13. Created By must auto-populate with the name of the logged-in user.

  14. Created Date must auto-populate with the current local system date and time.

  15. Newly added dimensions must immediately appear:

    1. In the Dimensions list view.

    2. In the Dimensions tab of the Add Asset form when the corresponding asset type is selected.

 

SAMPLE DATA

  • Asset Type: Chlorine Pump

  • Dimension Name: Pressure

  • Data Type: Numerical

  • Unit: PSI

  • Created By: S. Jones

  • Created On: 12/2/2024

 

  • Asset Type: Water Meter

  • Dimension Name: Serial Number

  • Data Type: Character

  • Unit: (Not Applicable)

  • Created By: M Johnson

  • Created On: 12/2/2024

ACCEPTANCE CRITERIA

  1. The Add Dimension form should open when the Add Dimension button is clicked.

  2. The Dimension Name field must be mandatory and saved successfully when valid data is entered.

  3. Asset type should be dropdown field and should fetch all asset types added .

  4. The Data Type dropdown must contain two options: Numerical and Character.

  5. If the Numerical data type is selected:

  6. The Unit field must become visible and mandatory.

  7. If the Character data type is selected:

  8. The Unit field must disappear.

  9. The following validations should occur:

  10. If the Dimension Name is empty, display: “This field is mandatory.”

  11. If a duplicate Dimension Name is entered, display: “This Dimension name already exists.”

  12. If invalid characters are entered in the Dimension Name, display: “Enter valid data.”

  13. Created By and Created Date fields must auto-populate.

  14. Upon successful saving, display the message:

  15. “Dimension successfully added.”

  16. The newly added dimension must appear in:

    1. The Dimensions list view under settings.

    2. The Dimensions tab in the Add Asset form when the corresponding asset type is selected.

 

PRODUCT TOUR

TEST CASES

TEST DATA

 

View Dimensions

PROCESS NAME

Asset Type Management (AX06P6)

 

FEATURE / USER STORY NAME

View Dimension (AX06P6US02/High/S2)

 

DESCRIPTION

Enable back-office users to view all dimensions created for specific asset types in the SMART360 platform. The View Dimensions feature provides a structured list displaying Dimension Name, Data Type, and Unit (if applicable) for selected asset types, aiding in efficient management and review of custom asset data fields.

 

ACTORS

  • Back-Office User

 

USER STORY

As a Back-Office User,
I want to view all custom dimensions for specific asset types,
So that I can review and manage the dimensions configured for asset condition assessments.

 

STORYTELLING

Alex, a back-office user at Samoa Water Authority, needs to review the custom dimensions configured for various asset types to ensure data consistency. He navigates to the Dimensions tab under the Chlorine Pump asset type in the SMART360 platform. Alex sees a structured list of dimensions, including fields such as Dimension Name, Data Type, and Unit. He confirms that the "Pressure" dimension is set to Numerical with PSI as the unit, while the "Serial Number" dimension is correctly set to Character with no unit. This allows Alex to validate the setup before field engineers start adding asset data.

GOALS

Allow back-office users to view all configured dimensions for specific asset types in a clear and structured list.

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Back-office user logs into the SMART360 platform.

  2. Navigates to AX Module > Settings > Asset Category > Asset Type.

  3. Selects a specific asset type (e.g., Chlorine Pump).

  4. Clicks on the Dimensions tab.

  5. Views the list of all dimensions configured for the selected asset type.

    1. Dimension Name

    2. Asset type

    3. Data Type (Numerical or Character)

    4. Unit (if applicable).

    5. Action(View)

  6. Confirms the correctness of displayed dimensions.

 

BUSINESS RULES

  1. Only authorized back-office users can access the View Dimensions feature.

  2. The Dimensions list must display the following fields:

    1. Dimension Name

    2. Asset type

    3. Data Type

    4. Unit (if applicable, only for Numerical data type).

    5. Created By

    6. Created On

  3. The Dimensions list should be sorted alphabetically by Dimension Name.

  4. If no dimensions are configured for the selected asset type, display: “No dimensions found for this asset type.”

  5. The Dimensions list must automatically update when a new dimension is added, edited, or deleted.

 

SAMPLE DATA

  • Asset Type: Chlorine Pump

  • Dimension Name: Pressure

  • Data Type: Numerical

  • Unit: PSI

 

 

ACCEPTANCE CRITERIA

  1. The Dimensions list must display the following columns:

    1. Dimension Name

    2. Data Type

    3. Unit (if applicable).

  2. The list must display all dimensions configured for the selected asset type.

  3. The Unit column should display values only for dimensions with the Numerical data type; it must remain blank for dimensions with the Character data type.

  4. The Dimensions list must sort alphabetically by Dimension Name.

  5. If no dimensions are configured for the selected asset type, display the message: “No dimensions found for this asset type.”

  6. The Dimensions list must reflect updates immediately when dimensions are added, edited, or deleted.

 

PRODUCT TOUR

TEST CASES

TEST DATA

 

Search, Sort, Filter, and Download Dimension

PROCESS NAME

Asset Type Management(AX06P6)

 

FEATURE / USER STORY NAME

Search, Sort, Filter, and Download Dimension (AX06P6US03/High/S2)

 

DESCRIPTION

Enable back-office users to efficiently retrieve, organize, and export dimension data in the SMART360 platform. Users can search for specific dimensions, sort the list based on relevant fields, apply filters to refine the data, and download the results for offline access or reporting purposes.

 

ACTORS

  • Back Office User

 

USER STORY

  1. Search Dimension
    As a Back-Office User,
    I want to search for dimensions by keywords,
    So that I can quickly locate a specific dimension in the list.

  2. Sort Dimension
    As a Back-Office User,
    I want to sort the list of dimensions based on specific columns,
    So that I can organize the data in an order that suits my analysis.

  3. Filter Dimension
    As a Back-Office User,
    I want to filter dimensions based on predefined criteria,
    So that I can view only relevant dimensions for specific asset types or data types.

  4. Download Dimension
    As a Back-Office User,
    I want to download the list of dimensions in a suitable format,
    So that I can share the data with others or use it offline for reporting purposes.

 

 

STORYTELLING

Search Dimension
John, a back-office user at Samoa Water Authority, needs to locate a dimension named “Pressure” for Chlorine Pumps. He enters “Pressure” into the search bar in the Dimensions tab, and the list immediately narrows to show only the matching result. This saves him time navigating through long lists of dimensions.

Sort Dimension
Sarah is reviewing the dimensions configured for different asset types. She needs to view the list alphabetically. She clicks on the “Dimension Name” column header to sort the list in ascending order. The data rearranges instantly, making it easy to scan for missing or duplicate entries.

Filter Dimension
Alex, another back-office user, wants to focus only on Numerical dimensions with specified units for review. He opens the filter options, selects “Numerical” from the Data Type dropdown, and applies the filter. The list updates to show only Numerical dimensions.

Download Dimension
Sarah has been tasked with preparing a report of all configured dimensions for asset types. She uses the Download button in the Dimensions tab and exports the list as a CSV file. The downloaded file includes all the dimensions, which she shares with the field team for reference.

 

GOALS

  • Enable back-office users to efficiently search, sort, filter, and download dimension data.

  • Improve usability by allowing quick access and organization of dimension records.

  • Provide offline access to dimension data for reporting or analysis.

 

 

PROCESS FLOW DIAGRAM

MAJOR STEPS INVOLVED

  1. Search Dimension

    1. Back-office user logs into SMART360.

    2. Navigates to AX Module > Settings > Asset Category > Asset Type > Dimensions Tab.

    3. Enters a keyword in the Search Bar.

    4. The list dynamically updates to show only matching dimensions.

  2. Sort Dimension

    1. Back-office user navigates to the Dimensions Tab.

    2. Clicks on a column header (e.g., Dimension Name, Data Type, Created Date) to sort the list.

    3. The list rearranges in ascending/descending order based on the selected column.

  3. Filter Dimension

    1. Back-office user navigates to the Dimensions Tab.

    2. Opens the Filter Options and selects:

      1. Asset Type

      2. Data Type (Numerical or Character)

    3. Applies the filter.

    4. The list updates to display only the dimensions matching the applied criteria.

  4. Download Dimension

    1. Back-office user navigates to the Dimensions Tab.

    2. Clicks on the Download Button.

    3. Selects the file format (e.g., CSV).

    4. The system generates and downloads the list of dimensions.

 

BUSINESS RULES

  1. Search Dimension

  2. Search should work dynamically as users type keywords.

  3. Search applies only to the Dimension Name field.

  4. Sort Dimension

  5. Sorting should be enabled for the following fields:

    1. Dimension Name (Alphabetical)

    2. Data Type (Numerical/Character)

    3. Created Date (Ascending/Descending).

  6. Filter Dimension

  7. Users can filter dimensions by:

    1. Asset Type

    2. Data Type (Numerical or Character).

  8. Filters should work in combination (e.g., Asset Type = Chlorine Pump + Data Type = Numerical).

  9. Download Dimension

  10. Downloaded data must include the following fields:

    1. Dimension Name

    2. Data Type

    3. Unit (if applicable)

    4. Asset Type

    5. Created By

    6. Created Date

  11. File format: CSV.

 

SAMPLE DATA

  • Dimension Name: Pressure

  • Data Type: Numerical

  • Unit: PSI

  • Asset Type: Chlorine Pump

  • Created By: S. Jones

  • Created On: 12/2/2024

 

ACCEPTANCE CRITERIA

  1. Search Dimension

    1. When the user enters a keyword, the list dynamically updates to show matching results.

    2. If no results match the search term, display: “No dimensions found.”

  2. Sort Dimension

    1. The list must rearrange in ascending or descending order when the column headers are clicked.

    2. Sorting must be available for Dimension Name, Data Type, and Created Date.

  3. Filter Dimension

    1. Users can filter the list based on Asset Type and Data Type.

    2. Filters must work in combination.

    3. When no data matches the filter, display: “No dimensions found.”

  4. Download Dimension

    1. When the user clicks on the Download button, the list of dimensions is downloaded as a CSV file.

    2. The file must include Dimension Name, Data Type, Unit (if applicable), Asset Type, Created By, and Created Date.

    3. Display success message: “Dimensions successfully downloaded.”

 

PRODUCT TOUR

TEST CASES

TEST DATA

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