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Groups

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Check “Create new Group” link on Home page

 

 

Check “Create new Group” link on Clients&Accounts page

 

 

Check “Add Group” link on Center page

 

 

Check if all available centers are displayed on “Select a Center” page. Only centers should be displayed on the list.

 

 

Select any available Center. On 'Enter Group information' verify that appropriate Loan Officer is selected in 'Recruited By' field.

 

 

Trained field is not checked by default.

 

 

Verify that all Group fees are displayed in 'Adminstrative set fees' section along with button to remove.

 

 

Check if Question Group is displayed after clicking 'Continue' on “Enter Group information” page (if QG was previously attached to that flow)

 

 

Verify if all entered data are displayed on 'Review & submit' page

 

 

Click 'Submit' and verify that 'You have successfully created a new Group.' page is displayed

 

 

Check if all links are working properly on 'You have successfully created a new Group.' page

 

 

Click on 'View Group details now' link and check if Group details page is loaded properly. 

 

 

Check layout on Group details page 

 

  

Change Group status to 'Active'

 

  

Check all links on Group details page (View all closed accounts, Edit Group information, Edit Center membership, View Additional Information, View summarized historical data, View change log, Attach a Question Group, Add a note, See all notes)