System Users and Offices | Windows 7 head-master- archive #1483 Paweł | Comments |
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Create new Branch office | ||
Verify all links on page with new created Branch office | ||
Create new Loan Officer with Administrator role for recently created office | ||
Verify all links on page with new created Loan Officer |
Centers, Groups, Clients | Windows 7 head-master- archive #1483 Paweł | Comments |
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Create new Center with weekly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | ||
Create new Center with monthly meeting schedule for recently created office without any fees. Assign recently created Loan officer. | ||
Create new Center with weekly meeting schedule for recently created office with recently created fees. Assign recently created Loan officer. | ||
Create new Center with monthly meeting schedule for recently created office with recently created fees. Assign recently created Loan officer. | ||
Check all links on new created Centers | ||
Create new Group for recently created Centers without any fees. | ||
Create new Group for recently created Centers with recently created fees. | ||
Check all links on new created Groups | ||
Create new Clients for recently created Groups without any fees. | ||
Create new Clients for recently created Groups with fee. | ||
Check all links on new created Client |
Loan Sanity Testing | Comments |
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Check "View Loan products" link on Admin page | |
Check 'Define new Loan product' link on 'View Loan products' page | |
Check 'Edit Loan product information' and 'View change log' links on 'Loan products details' page | |
Create new Loan products for each Interest rate type applicable for Clients with weekly frequency of installments | |
Create new Loan products for each Interest rate type applicable for Clients with monthly frequency of installments | |
Create new Loan products for each Interest rate type applicable for Groups with weekly frequency of installments | |
Create new Loan products for each Interest rate type applicable for Groups with monthly frequency of installment | |
Check 'Approve multiple loans' link on Clients & Accounts Tasks bar on Clients & Accounts page | |
Check 'Create multiple Loan Accounts' link on Clients & Accounts page |
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