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Groups

Result

Comments

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 and meeting information (in red)

 

 

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)

 

 

Click on 'Edit Group information' link and change Group name to 'Group 1.25%'. Save changes and verify that Group name is displayed properly.

 

 

Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Group charges' section.

 

 

Click 'Edit Center membership' link and move group to another Center.

 

 

Check 'Performance History' section.

 

 

Click on 'Add Client' link to add Client to Group.

 

 

Clients

Result

Comments

Check “Create new Client” link on Home page

 

 

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

 

 

Check “Add Client” link on Group page 

 

 

Check dropdown's informations when creating new Client

 

 

Check if all entered datas and checked options after creating new Client are displayed properly

 

 

Check “Create new Client” link on You have successfully created a new Client page

 

 

Check "Edit Client status" link on Client information page

 

 

Check "Edit personal information" link on Client information page

 

 

Check "Edit/Remove Group membership"