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Note: There are 3 types of change. New, Hierarchy and Status and if they occur on the same day they are processed in the order New, Hierarchy then Status. This means it can be technically wrong. For example, if you create a client, make her active then move the client to another group all on the same day it will show as new client, move to new group, make active. Couldn't distinguish which event was first because auditing in mifos is at a day level.
Moving clients/groups can only be done if no active accounts exists for that client (all accounts must be closed). Except for clients with no group membership... moving to another branch puts them on-hold and the loan officer is removed and has to be reassigned.
Moving clients/groups can only be done if no active accounts exists for that client (all accounts must be closed). Except for clients with no group membership... moving to another branch puts them on-hold and the loan officer is removed and has to be reassigned.
Requirement | Test | Result |
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handle moving a client from one group to another in the same center. |
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