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Clients

head-i-release
-archive-3

Iteration
6.06.2012

Comments

Check “Create new Client” link on Home page

(tick)

(plus)

 

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

(tick)

(plus)

 

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

(tick)

(plus)

 

Trained field is not checked by default

(tick)

(plus)

 

Check if 'Edit personal information' button on 'Review & submit' page work properly

(tick)

 

 

Check if 'Edit MFI related information' button on 'Review & submit' page work properly

(tick)

 

 

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

(tick)

(plus)

 

Check if 'View Client details now' link on 'You have successfully created a new Client' page work properly

(tick)

 

 

Check “Add Client” link on Group page 

(tick)

(plus)

 

Check dropdown's informations when creating new Client

(tick)

(plus)

 

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

(tick)

(plus)

 

Check “Create new Client” and "Create new Group" links on You have successfully created a new Client page

(tick)

(plus)

 

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))

(tick)

(plus)

 

Verify if it is possible to change/remove group membership. MIFOS-5695 (when there are active client Loan/savings accounts, closed accounts).   
Check if it is possible to edit Date of Birth MIFOS-5685   

Verify that Client status can not be higher than Group status

(tick)

(plus)

 

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

(tick)

(plus)

 

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

(tick)

(plus)  

 

Verify that Client can Add Group membership when he/she doesn't have open loan account

(warning)

 

MIFOS-4272   

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

(tick)

(plus)

 

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

(tick)

(plus)

 

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

(tick)

(plus)

 

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

(tick)

(plus)

 

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

(tick)

(plus)

 

Create new Clients for recently created Groups without any fees.

(tick)

(plus)

 

Verify that validation text appears when click on 'Continue' button without filling mandatory field

(tick)

(plus)

 

Otherbuild nameComments
On home page, enter '%' and verify that all customers are displayed in the search results (use large database with historical data)  
Verify that search works correctly during customers and accounts creation (short time of displaying all results on large database)