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Groups

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
-archive-3

Iteration
6.06.2012

mifos 2.6.2Mifos 2.6.3

Mifos 2.6.4

Comments

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 'Administrative 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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Check 'Edit Group information' button on 'Review & submit' page

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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, View summarized historical data, View change log, Attach a Question Group,
 Add a note, See all notes)

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Verify that it is not possible to change Center membership (when there are active group Loan/savings accounts, active clients with accounts, closed accounts).

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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 if validation message appears when trying to move group to center with different meeting frequency

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Check if group status has been changed to On Hold after transfer to other 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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Go to View details in 'Group charges' section on group page and try to apply charges and then waive them.

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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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Verify 'Client's Group Membership cannot be changed due to the error message 'Group Membership cannot be changed, as Active accounts exist.'' (MIFOS-4272)

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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
-archive-3

Iteration
6.06.2012

mifos 2.6.2Mifos 2.6.3

Comments

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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not displayed

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,
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 details (Client Charges field))

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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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