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Clients | head-master-archive 1217 Kasia P | head-j-release-archive-35 Natalia | head-j-release-archive-33 Kasia P | head-j-release-archive | head-i-release | Iteration | mifos 2.6.2 | 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" link |
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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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Check if 'Edit personal information' button on 'Review & submit' page work properly |
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Check if 'Edit MFI related information' button on 'Review & submit' page work properly |
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Verify if all entered data are displayed on "Review & submit" page |
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Check if 'View Client details now' link on 'You have successfully created a new Client' page work properly |
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Check “Add Client” link on Group page |
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Check dropdown informations when creating new Client |
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Check if all entered data 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, |
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| Verify if it is possible to change/remove group membership. MIFOS-5695 (when there are active client Loan/savings accounts, closed accounts). |
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| Check if it is possible to edit Date of Birth MIFOS-5685 |
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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 Client can Add Group membership when he/she doesn't have open loan account |
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| MIFOS-4272 |
Verify that changed training date has been updated on client page after edition of MFI information |
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| training is not displayed |
Verify that each change made on View additional information page has been saved |
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Check if all information 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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| Go to View details in 'Client charges' section on client page and try to apply charges and then waive them. |
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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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| Other | head-master-release 1217 Kasia P | head-j-release-archive-33 Kasia P | Comments |
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| On home page, enter '%' and verify that all customers are displayed in the search results (use large database with historical data) |
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| Verify that search works correctly during customers and accounts creation (short time of displaying all results on large database) |
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| Display metrics on home page MIFOS-5911 |
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| Check dashboard on home page (MIFOS-5918 + related tickets) |
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MIFOS-4272