Task list for Loan Officers Functional Spec
Release |
2.2 |
Status: |
Already implemented |
Introduction
Task list is a functionality for the Loan Officer which allows to display all collected centers (or list of groups if center is disabled) for a day. This option should help Loan Officer to organize and arrange upcoming meetings.
User Stories
Priority |
User Story |
Section in FR |
|---|---|---|
1 |
As a user, I want to be able to choose appropriate date and display all upcoming meetings. |
|
1 |
As a user, I want to be able to view individual members by choosing a separate link included in task-list. |
|
1 |
As a user, I want to be able to expand or contract each group on the UI. |
|
Goals
- Ability to choose appropriate date, display all upcoming meetings and individual members, who have installments due on this date.
Task list for Loan Officers
Use Cases
Use Case – Loan Officer displays task-list
Actors
- Loan Officer
Preconditions
- User has permission to select appropriate data and display task-list.
Basic flow
- User opens 'Home' page.
- User selects appropriate date.
- User clicks on selected client/group/center to display.
Use Case – Non-Loan Officer tries to display task-list.
Actors
- Non Loan Officer
Preconditions
- Only Loan Officer has permissions to display task-list.
- Non Loan Officer don't have permissions to display task-list.
Basic flow
- User opens 'Home' page.
- Task-list is not displayed on homepage.
Task List Functional Requirements
FR# |
Pri |
Description |
Comments / Mockups |
|---|---|---|---|
1.1 |
P1 |
Task list is displayed below Search button on Mifos homepage. |
|
1.2 |
P1 |
Loan Officer may see bold 'Upcoming meetings' and drop-down list with seven following dates started from actual date. |
|
1.3 |
P1 |
Loan Officer may choose one of date from drop-down list. |
|
1.4 |
P1 |
Task list is bulleted in one column. |
|
1.5 |
P1 |
Centers are a main category, inside each center may be groups categories and inside each group may be clients. |
|
1.6 |
P1 |
If there are no meetings on this date nothing will be displayed after choosing this date. |
|
1.7 |
P1 |
Loan Officer may enter into center/group/client and display details informations. |
|
1.8 |
P1 |
Task-list should be updated after adding or removing a new meeting by Loan Officer. |