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Description
Summary
There are a few things noticed awry with the bank's partner experience (see details) Fix 'em!
Why
Smoother experience for the banks
Details
These concern the page that comes up after the following sequence:
- log in as [email protected]
- click on Partner Agencies
- click on All Partners
- click on a partner
All of these changes are above the words "Partner Profile" on that screen.
1/ Change "Partner Info for" to "Partner Administration for"
2/ Delete "Partner Actions" Header
3/ Change the current "Edit partner information" to "Edit details"
4/ Move "Manage Users" to under the "Edit details" button
5/ Remove "View Partner Information"
6/ Add the following under Partner details, before the "Edit details button"
- default storage location
- group (move this from Setting section)
- do you want this partner to receive emails for distributions and reminders from the system?
- notes (move this from lower on the page)
- documents
- Requestable Item Categories (move this from lower on the page)
7/ Remove current Settings and Notes sections
8/ Change "Activate Partner Now" test to "Approve Partner " (because that's what it's doing)
9/ Also show current partner status under "Partner Status" (before the buttons)
Criteria for completion
- behaviour as described
- automated tests to confirm behaviour as described
- remove/modify tests that rely on removed/modified UI elements
- update user guide to match new UI