Task list for Loan Officers Functional Spec

Owned by Natalia Szpręga (Unlicensed)
Last updated: Mar 20, 2012Version comment

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.