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Clients

Result

Comments

Check “Create new Client” link on Home page

 

 

Check "Click here to continue if Group membership is not required for your Client" link on "Create new Client" page

 

 

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

 

 

Trained field is not checked by default

 

 

Verify if all entered data are displayed on "Review & submit" 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 all links on Client details page (Edit Client status, Edit personal information, Edit/Remove Group membership, Edit MFI Information,
View Additional Information, View summarized historical data, View change log, Attach a Question Group, Add a note, See all notes, See photo,
View detalis (Client Charges field))

 

 

Verify that each change after edition of personal ifrsonal information has been saved and is displayed properly

 

 

Verify that Client can't remove group membership until he/she has open loan account

 

 

Verify that changed training date has been updated on client page after edition of MFI information

 

 

Verify that each change made on View additional information page has been saved

 

 

Check if all informations about Clients are displayed properly on "Clients&Accounts" page

 

 

Verify that Clients name and ID are links and sends to clients page

 

 

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

 

 

Loan Accounts

Result

Comments

Check "View Loan products" link on Admin page

 

 

Verify that Loan products names on "View Loan products" page are links and sending to product information page

 

 

Verify that Inactive Loan products are signed on "View Loan products" page