Search Estimate

Context

Search estimates enable the users to search a in workflow/ approved estimate to take further action, like creating a work order.

Scope

Search an estimate by various ULB employees/users.

Actors

Employee

Role: Estimate Creator, Estimate Verifier, Technical Sanctioner, Approver.

Details

1. Search Estimate - It has to be configurable and allow mapping with a role on demand.

2. Search Estimate is provided to allow the users to search for an estimate and view its details.

Search Criteria

S.No.	Field Name	Data Type	Description
1	Ward	Drop-down	Auto-complete, matching search.
2	Project Type	Drop-down	Project type
3	Project Name	Textbox	Project name.
4	Estimate No.	Textbox	Estimate no.
5	Status	Drop-down	Workflow status of an estimate.
6	From Date	Date Range	Estimate creation date.
7	To Date	Date Range	Estimate creation date.
8	Search	Button
9	Clear Search	Button

1. At least one parameter’s value is required to perform the search.

2. The date range From Date/ To Date is considered one parameter.

3. An exact search is performed for the values entered/selected other than Project Name.

4. For Project Name, fuzzy search to be provided.

5. In case multiple parameter values are supplied AND are applied for searching record.

Search Result

1. The search result is shown as given below.

2. Pagination is displayed to handle the big result set. 10 records per page are displayed.

3. The option to download the result set in Excel/ PDF is provided.

S.No.	Field Name	Data Type	Description
1	Estimate No.	Display Only	A hyperlink to open the estimate in view mode.
2	Project Name	Display Only	Mouseover action on the project name shows the project description as a tooltip.
3	Location	Display Only	Locality name along with ward name. Locality + Ward
4	Prepared By	Display Only	Name of user who has prepared it.
5	Status	Display Only	Status of the estimate.
6	Estimated Amount	Display Only	Total estimated amount.

Validations

1. At least one parameter’s value is required to perform the search.

Actions

1. Search - It will perform the search and display the result. In case, no result is found appropriate message is displayed.

2. Clear Search - It will clear the search parameters.

3. Estimate No. - Hyperlink will take the user to the estimate detail page.

Notifications

Not applicable.

User Interface

DIGIT-Works

Acceptance Criteria

Acceptance Criteria	Description
1	At least one parameter is required to perform the search.
2	Search results are displayed on matching records found else no record found message is displayed.
3	Pagination is applied if more than 10 records are found.