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
Search Estimate - It has to be configurable and allow mapping with a role on demand.
Search Estimate is provided to allow the users to search for an estimate and view its details.
Search Criteria
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
At least one parameter’s value is required to perform the search.
The date range From Date/ To Date is considered one parameter.
An exact search is performed for the values entered/selected other than Project Name.
For Project Name, fuzzy search to be provided.
In case multiple parameter values are supplied AND are applied for searching record.
Search Result
The search result is shown as given below.
Pagination is displayed to handle the big result set. 10 records per page are displayed.
The option to download the result set in Excel/ PDF is provided.
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
At least one parameter’s value is required to perform the search.
Actions
Search - It will perform the search and display the result. In case, no result is found appropriate message is displayed.
Clear Search - It will clear the search parameters.
Estimate No. - Hyperlink will take the user to the estimate detail page.
Notifications
Not applicable.
User Interface
Acceptance Criteria
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.
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