Skip to main content

New Page

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:

Back to top