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Groups | Result | Comments |
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Check “Create new Group” link on Home page |
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Check “Create new Group” link on Clients&Accounts page |
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Check “Add Group” link on Center page |
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Check if all available centers are displayed on “Select a Center” page. Only centers should be displayed on the list. |
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Select any available Center. On 'Enter Group information' verify that appropriate Loan Officer is selected in 'Recruited By' field. |
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Trained field is not checked by default. |
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Verify that all Group fees are displayed in 'Adminstrative set fees' section along with button to remove. |
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Check if Question Group is displayed after clicking 'Continue' on “Enter Group information” page (if QG was previously attached to that flow) |
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Verify if all entered data are displayed on 'Review & submit' page |
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Click 'Submit' and verify that 'You have successfully created a new Group.' page is displayed |
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Check if all links are working properly on 'You have successfully created a new Group.' page |
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Click on 'View Group details now' link and check if Group details page is loaded properly. |
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Check layout on Group details page and meeting information (in red) |
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Change Group status to 'Active' |
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Check all links on Group details page (View all closed accounts, Edit Group information, Edit Center membership, View Additional Information, |
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Click on 'Edit Group information' link and change Group name to 'Group 1.25%'. Save changes and verify that Group name is displayed properly. |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Group charges' section. |
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Click 'Edit Center membership' link and move group to another Center. |
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Check 'Performance History' section. |
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Click on 'Add Client' link to add Client to Group. |
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Clients | Result | Comments |
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Check “Create new Client” link on Home page |
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Check “Create new Client” link on Clients&Accounts page |
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Check “Add Client” link on Group page |
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Check dropdown's informations when creating new Client |
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Check if all entered datas and checked options after creating new Client are displayed properly |
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Check “Create new Client” link on You have successfully created a new Client page |
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Check "Edit Client status" link on Client information page |
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Check "Edit personal information" link on Client information page |
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Check "Edit/Remove Group membership" |
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