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This page contains Sanity Testing Checklist for Customers (Centers/Groups/Clients).

Centers Result

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

Interation
6.06.2012

mifos 2.6.2Mifos 2.6.3

Comments

Check “Create new Center” link on Home page 

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Check “Create new Center” link on Clients&Accounts page

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Check if all available branches are displayed on “Choose Branch Office” page

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Check validation messages on “Enter Center information” page

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Check if all available Loan Officers in selected branch are displayed in 'Loan officer assigned' dropdown

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Check if all meetings options are available on 'Meeting schedule for Center' page

(warning) MIFOS-5899

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Check if Question Group is displayed after clicking 'Continue' on “Enter Center information” page
(if QG was previously attached to that flow)

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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 Center.' page is displayed

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Check if all links are working properly on 'You have successfully created a new Center.' page

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Click on 'View Center details now' link and check if Center details page is loaded properly.

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Check layout on Center details page and meeting information is in red

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Check all links on Center details page (Edit Center status, View all closed accounts, Edit Center details, Edit Meeting Schedule,
View Additional Information, View change log, Attach a Question Group, Add a note)

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Click on 'Edit Center informationdetails' link and change Center name to 'Center 1.25%'.
Save changes and verify that canter Center 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 'Center charges' sectionssection.

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Click on 'Edit Meeting schedule' link. Verify that it is not possible to change the frequency of meetings.
It is only possibly to change the day of week. Change the day of week and verify that it is saved properly.

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Check 'Performance History' section.

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Click on 'Add Group' link to add Group to Center.

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Go to View details in 'Center charges' section on center page and try to apply charges and then waive them.

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Create new Center with weekly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.

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Verify that validation text will be displayed when try to preview without filling mandatory field

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Check 'Edit Center information' button on 'Review & Submit' page

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Create new Center with monthly meeting schedule for recently created office without any fees.
Assign recently created Loan officer.

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Create new Center with weekly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.

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Create new Center with monthly meeting schedule for recently created office with recently created fees.
Assign recently created Loan officer.

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Check 'View Center details now' link on 'You have successfully created a new Center' page

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Check 'Create a new Savings account' link on 'You have successfully created a new Center' page

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Check 'Create a new center' link on 'You have successfully created a new Center' page

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Groups
Result

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 'Adminstrative 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 
 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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Otherhead-master-release 1217 Kasia P

head-j-release-archive-33

Kasia P

Comments
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