Mifos Initiative

Create a set of training slides for Workflows (Entity Data Table Check)

Within Mifos we have a module called Data Tables which is used to capture any type user-defined fields and data. Many financial institutions require this data to be captured at various stages of their client onboarding or loan application processes. That is why we've recently added the Entity Data Table Check feature which allows one to assign data tables to specific stages of the various entities - these entities can't move from one status to the next without the required data table captured. In essence it allows for simple workflows to be created.

For this task you prepare training slides based on our user documentation to teach end users:

  • Purpose for Entity Data Table Checks (workflows)
  • Which Entities these are applicable
  • Which statuses/stags these can be applied to (i.e. they can even be applied at the specific loan product level).
  • Examples of configuring an entity data table check (provide at least three including one with a create client workflow)

Deliverable will be a Google Slides presentation.

Please reference https://mifosforge.jira.com/wiki/display/docs/Entity+Data+Table+Checks and https://youtu.be/c77h61AJEQ0

Please include screenshots based on the newest version of the web app found at https://demo.openmf.org/beta (user id - mifos, password - password) You will need to follow the documentation to configure the demo system to capture the correct screenshots.

Presentation template can be found at https://mifosforge.jira.com/wiki/display/docs/Training+Slides .

Task tags

  • user support
  • training
  • documentation
  • powerpoint
  • workflows

Students who completed this task

Eiliries

Task type

  • chrome_reader_mode Documentation / Training
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2016