Configure Templates and Schedule Elevator Installations
Creating an Installation Template (Prerequisite)
- Given I am navigating the "Installation Template" configuration module,
- When I initiate a new template creation,
- Then I must be able to name the template (e.g., "Standard Passenger Lift Installation").
- And I must be able to add predefined Stages (e.g., Mechanical Work 1st Stage, Electrical Work 1st Stage).
- And I must be able to add specific Sub-Stages under each Stage (e.g., Scaffolding, Bracket Alignment, Rail Alignment).
- And upon saving, this template must become available in the dropdown menu on the "Installation Scheduling" screen.
Applying a Template on the Scheduling Screen
- Given I am on the "Installation Scheduling" form,
- When I click the "Installation Template" dropdown,
- Then I should see a list of all active, previously created templates.
- And when I select a specific template, the system must retrieve all associated stages and sub-stages in the background, preparing to auto-fill the project schedule.
Auto-filling Project Timelines via Kick-off Date
- Given I have selected a Project/Quotation and an Installation Template,
- When I select a "Kick off Date" from the calendar widget,
- Then the system must automatically calculate and auto-fill the expected "Start Date" and "End Date" for all subsequent stages and sub-stages defined in the template.
- And the "Installation No" field should be set to automatically generate (Auto).
- And I must be able to link the schedule to a specific "Lift" from a dropdown.
Tracking Stages on the Installation Dashboard
- Given an installation schedule has been saved and generated,
- When I navigate to the main "Installation" dashboard,
- Then I should see a top summary ribbon that dynamically aggregates the counts of installations across various phases (e.g., Total Installations, Mechanical Work 1st Stage, Mechanical Work 2nd Stage).
- And the data grid must break down the project into individual line items for every Sub-Stage (e.g., one row for Scaffolding, one row for Bracket Alignment).
- And each row must clearly display the Installation Id, Customer details, Start Date, End Date, Stage, Sub Stage, Assigned Department (e.g., Customer Service Department), and Status (e.g., In Progress, N/A).
- And the "Actual Completion Date" column should highlight dates (e.g., in red) if they exceed the scheduled End Date or require attention.
- And action icons must be available on each row to Edit the schedule, Print, or View detailed logs.