Task - Create Role-Based Scenarios for Demo Server

Background

Mifos has a demo server which is a live instance of Mifos that anyone can log into to play around with and test the Mifos software. Often users, once logged in to the demo server, don't know what to do next to really start to understand how to use the Mifos software. We want to help them by allowing them to take themselves on a self-guided product demo. We want them to have the opportunity to do this from the perspective of different users and common scenarios that these users will follow when using the software. Each of these scenarios is thoroughly documented in our user manual but are too lengthy and difficult to navigate. We want to create a self-guided demo script that is quick and easy to follow. 

Based on full step by step instructions in the user manual (http://en.flossmanuals.net/Mifos/Welcome), you will condense these instructions down into abbreviated user scenarios for certain roles within Mifos.  For each of four roles, loan officer, branch manager, operations manager, and IT manager there will be 2 to 4 scenarios to condense down. 

In the instructions make sure to specify what branch/center/loan officer you can find good data to work with in testing the scenario (most likely this data will be from the Pasay and Parañaque branches.

First set will be for loan officer. Please see the example to understand your task. 

• Demo Server: http://demo.mifos.org/mifos
  • User ID: mifos | password: testmifos
  • Good sources of data are the Pasay and Parañaque branches. 
• See our user manual for an introduction on how to navigate around Mifos. 
• Create a Google Doc to draft your shortend scenarios. 
•  
• Loan Officer role-based scenarios & example:http://mifos.org/node/273
  • Create a New Client (done)
    • Source instructions: http://en.flossmanuals.net/Mifos/HowToCreateANewClient 
  • Apply Individual Loan Payment
    • Source instructions: http://en.flossmanuals.net/Mifos/HowToMakeTransactionsForALoanAccount 
  • Apply Multiple Loan Payments
    • Source instructions: http://en.flossmanuals.net/Mifos/HowToEnterCollectionSheetData
  • Pay off a loan:
    • Source instructions: http://en.flossmanuals.net/Mifos/HowToMakeTransactionsForALoanAccount 

Deliverables:

1. Role-based Scenarios for Loan Officer 

2. Role-based scenarios for branch manager (tbd)

3. Role-based scenarios for operations manager (tbd)

4. Role-based scenarios for IT manager (tbd)