Create Savings Acceptance Criteria

  • Workflow steps need to be spaced out
  • Change this Enter a Client or Group or Center name and click Search. Click Cancel to return to Clients & Accounts without submitting information.to Enter a Client, Group, or Center name and click Search. Click Cancel to return to Clients & Accounts without submitting information.

Search Acceptance Criteria

Second step: Savings account information

  • Change "Savings instance name" to "Savings product"
  • change error message if none selected to "Please select savings product."
  • Change "Select a Savings instance" to "Select a Savings product."

Savings product summary

  • Capitalize the subheading

Question Groups

  • Question Group should be under Savings account information step