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http://mifosforge.jira.com/browse/MIFOS-4061?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel
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edcable updated MIFOS-4061:
---------------------------
Labels: community (was: )
> Recommended changes and improvements for Create Loan account - Review
> installments screen
> -------------------------------------------------------------------------------------------
>
> Key: MIFOS-4061
> URL: http://mifosforge.jira.com/browse/MIFOS-4061
> Project: mifos
> Issue Type: Improvement
> Reporter: Milan Patel
> Labels: community
>
> The usefulness of Create Loan account - Review installments screen could be
> improved tremendously. Currently, the user takes this screen as the first
> opportunity to review the loan repayment schedule. User can either
> "Preview", which leads to last screen in loan approval process, or "Cancel"
> the loan account entirely. However, these options are not intuitive at this
> stage of loan approval process; if given the opportunity to review the
> installments, I would expect to either approve the installments, then leading
> to review of the whole loan package (that is, what "Preview" button currently
> does), or modify the installments, either by backtracking to previous screen,
> or by using additional tools to modify the repayment schedule to one's liking
> within the Review installments screen(latter option preferred). To modify
> the schedule, one has to progress to "Preview Loan account information" in
> order to return to the loan entry screen to modify the schedule-- which
> leaves the "Review installment" screen without any functional
> purpose--especially as the exact same information is available on "Preview
> Loan account" screen. Further, a user who reviews the loan on "review
> installments screen" and wishes to modify would intuitively hit the "Cancel"
> button to go back to previous screen and modify the loan--but of course it
> cancels the loan entirely.
> Ideally--"review installments" screen would be improved to include tools to
> modify the payment schedule. This would include ability to specify number of
> repayments, OR specify the size of the total payment to determine the number
> of installments (this is how our organisation works--we drive the payment
> schedule on the amount of money the customer can afford to pay back every
> period).
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