This page contains Sanity Testing Checklist for Customers (Centers/Groups/Clients).
Centers | Interation | Comments |
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Check “Create new Center” link on Home page |
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Check “Create new Center” link on Clients&Accounts page |
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Check if all available branches are displayed on “Choose Branch Office” page |
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Check validation messages on “Enter Center information” page |
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Check if all available Loan Officers in selected branch are displayed in 'Loan officer assigned' dropdown |
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Check if all meetings options are available on 'Meeting schedule for Center' page | |
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Check if Question Group is displayed after clicking 'Continue' on “Enter Center 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 Center.' page is displayed | |
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Click on 'View Center details now' link and check if Center details page is loaded properly. | |
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Check layout on Center details page and meeting information (in red) | |
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Check all links on Center details page (Edit Center status, View all closed accounts, Edit Center details, Edit Meeting Schedule, | |
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Click on 'Edit Center information' link and change Center name to 'Center 1.25%'. Save changes and verify that Center 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 'Center charges' section. | |
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Click on 'Edit Meeting schedule' link. Verify that it is not possible to change the frequency of meetings. It is only possibly to change the day of week. | |
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Check 'Performance History' section. | |
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Click on 'Add Group' link to add Group to Center. | |
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Create new Center with weekly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | |
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Verify that validation text will be displayed when try to preview without filling mandatory field |
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Create new Center with monthly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | |
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Create new Center with weekly meeting schedule for recently created office with recently created fees. Assign recently created Loan officer. | |
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Create new Center with monthly meeting schedule for recently created office with recently created fees. Assign recently created Loan officer. | |
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Check 'View Center details now' link on 'You have successfully created a new Center' page | |
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Check 'Create a new Loan account' link on 'You have successfully created a new Center' page | |
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Check 'Create a new Savings account' link on 'You have successfully created a new Center' page | |
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Check 'Create a new center' link on 'You have successfully created a new Center' page | |
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Groups | Iteration | 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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Create new Group for recently created Centers without any fees. | |
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Create new Group for recently created Centers with recently created fees. | |
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Check 'View Group details now' link on 'You have successfully created a new Group' page | |
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Check 'Create a new Group' link on 'You have successfully created a new Group' page | |
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Clients | Iteration | Comments |
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Check “Create new Client” link on Home page | |
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Check "Click here to continue if Group membership is not required for your Client" link on "Create new Client" page | |
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Check “Create new Client” link on "Clients & Accounts" page | |
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Trained field is not checked by default | |
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Verify if all entered data are displayed on "Review & submit" 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” and "Create new Group" links on You have successfully created a new Client page | |
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Check all links on Client details page (Edit Client status, Edit personal information, Edit/Remove Group membership, Edit MFI Information, | |
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Verify that Client status can not be higher than Group status |
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Verify that each change after edition of personal information has been saved and is displayed properly | |
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Verify that Client can't remove group membership until he/she has open loan account | |
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Verify that changed training date has been updated on client page after edition of MFI information | |
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Verify that each change made on View additional information page has been saved | |
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Check if all informations about Clients are displayed properly on "Clients & Accounts" page | |
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Verify that Clients name and ID are links and sends to clients page | |
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Click on 'View details' link and add some charges. Verify that Amount due is properly updated in 'Client charges' section. | |
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Create new Clients for recently created Groups without any fees. | |
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Verify that validation text appears when click on 'Continue' button without filling mandatory field | |
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