Beta Test Checklist Please complete and score each task and note any comments you may have regarding each task.
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- Mariah Peters
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1 Beta Test Checklist Please complete and score each task and note any comments you may have regarding each task. Credit Union Name: Primary Contact Name: Primary Contact Phone Number: Best Advantage Credit Union Dominic Sloma Submitted 3/29/2013 Thank you for helping us test the software improvements of release 13.0! Menu Task M E M B E R S E R V I C E Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Sample menu Sample task Y Have staff who are signed up for estatements make sure they can successfully navigate to their estatements. If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure the dialog format appears as before. Have staff who use online banking navigate to the Login History page and verify that the format of displayed information appears correct (no negative numbers, no columns out of place) Have staff who use online banking navigate to the Login History page and verify that the time of the login is correct (Eastern time zone credit unions will have no trouble with this; Central time zone credit unions will need to remember to add an hour to their local time) Have staff members with an OTB credit card verify their ability to use the Single Sign On link to access their credit card account from online banking. Comments/ Explanation of Rating This feature will really make processing much easier for tellers. Y No issues receiving my estatement. N Y Y Everything looks good We do not use the Member Reach banner/insert/newsletter. Only use MNPRTC #11 option for statement info. Great feature to have! We ll probably only use it when members can t remember doing a transaction. N Don t have OTB credit cards 1
2 Menu MNSERV #21 MNCNFE #1 & MNSERV #21 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable Have staff who have OTB accounts displayed in online banking verify that everything appears and is formatted as it always has. Have staff verify that any Pay Now links for OTB accounts where online banking transfers are allowed take them to the transfer page with the OTB account chosen as the To account. Have staff log in to online banking and submit a contact request, a personal information change request, and a PIB profile change request (if you allow PIB profiles to be updated online). Handle any membership applications, contact requests, personal information change requests (if you use reviewed requests), PIB profile change requests, or promise deposit enrollment requests as Navigate to Promise Deposits configuration. Verify the appearance of the panel, and if you are willing to offer the Promise Deposits honor system of online banking check deposits, work with us to configure and activate your Promise Deposit program, including reviewing the sales text for both the program details as well as the RDC sales info. Also configure a Misc. Member Service Denial Notice for PD enrollments If you have activated online enrollment requests for Promise Deposits, have staff members login and verify that the Promise Deposits link appears on the My Accounts > Manage menu. If you have activated Promise Deposits, have a staff member log in and enroll, then approve the request in CU*BASE. Verify was received by member. Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating N Don t have OTB credit cards N Don t have OTB credit cards Y Y Y Y Very easy to request, but could we add a notes section for members to write why they re submitting the request. MNSERV#21 has a notes section, could it show here? For the information changes, could you highlight what we changed? Before, the change was highlighted in blue. Worked with Allyn to set this up and all was very easy to do. If we enroll them through GOLD instead of them enrolling through online banking, how do they receive NSF fee and other info? Y Everything worked correctly. & MNSERV #21 If you have activated Promise Deposits, have a staff member log in and enroll, then deny the request and print a denial notice. Verify was received by member. Y When denied, the member receives an and Home Banking message with no info! I have screen shots 2
3 Menu & MNSERV #25 MNATMD #1, maintenance Inquiry INQUIRY, Tracker review L E N D I N G Inquiry MNCOLL #19 or MNRPTE #2 Task Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable If you have activated Promise Deposits, have a staff member deposit a check via the online interface. (Can even be a pretend one that is later reversed using account adjustment, if appropriate.) Review the work pending promise deposits program to verify that the check is displayed. Process the check through the posting process (or do an account adjustment to reverse it if a check isn t actually being deposited). If using ATM/Debit limit checking, review the remaining dollar and # transactions available on individual accounts Be aware of new limit checking for number of accounts. If questions come up for denied transactions, the response codes will show as 61 for dollar limit and 65 for exceeding number of transactions Because of some general changes to the tracker programs in this release, please review various tracker conversations and functionality. Check the delinquency pop up window on delinquent accounts and verify the actual # of days now displaying Run the loan delinquency analysis in both detail and summary format. Verify the delinquency classification based on actual # of days delinquent Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N N N Comments/ Explanation of Rating WORKING ON RIGHT NOW Do not do the limit checking in GOLD, FIS performs this for us. Do not do the limit checking in GOLD, FIS performs this for us. Y Everything looks good Y The days are displaying correctly and will help when reviewing delinquency Y Everything looks correct MNRPTE #2 Run the trial balance and loan interest analysis reports using actual # of days delinquent and review report output Y Not sure what needs to be tested for the loan interest analysis report. There is no filtering for # of days delinquent. MNPART #22 If you have participation loans, run the loan delinquency analysis report (both detail and summary) and validate the delinquency term based on the actual # days delinquent Y We only have one participation loan, so we won t run this often. 3
4 Menu MNINDL #4 MNCNFC #20 MNTRAK #8 MNCOLL #1 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If applicable, run the dealer delinquent report and select by actual # days. Review report output. If you have OTB accounts visible in online banking, verify the format of the OTB Product Type Configuration screen noting the new Summary/Detail display option. Configure the memo type for promise to pay (suggested PP) to allow monitoring for transactions on delinquent accounts Use the new Promise to Pay functionality when working with collections members to monitor for a deposit or payment Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating N Don t do indirect lending N Don t have OTB accounts in online banking Y Easy to create testing right now. WORKING ON RIGHT NOW MNTRAK #21 Use this report to print information on fulfilled or broken promises WORKING ON RIGHT NOW B A C K O F F I C E MNGELE #10 Use the new general ledger inquiry screens and verify display for both single and all branch options MNGELE #10 Use the new filter features on the General ledger inquiry to look for specified entries by amount or other JE fields available MNGELE #10, Look at the analysis information available on a specific GL account F15 and verify the information MNGELE #21 Run the new TR analysis for member transactions and verify data back to your general ledger entries Y Y Y Everything displays correctly and is easy to use Easily to use the new filter features. Similar to the $ range, could we add a date range? Accounting didn t really see a need for this and doesn t plan to use it going forward. Y Everything matched up and looks good MNGELE #21 Run the new TR analysis for member transactions using the new filters available. Verify results Y Used the transaction origin and member G/L account # filters and they worked well. MNBACK #20 Review the information on your credit union through this option giving you GOLD release and hardware information on your workstations Y I check this info on a regular basis, but will continue to use MNUPDA #17 because I m able to then go to Device Config for desc. 4
5 Menu MNGELE #26 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If you have activated Promise Deposits, review the program that lets you audit promise deposit activity. M A N A G E M E N T Try all of the new/revised tools on the new Active Beta menu to make sure they launch (consider joining the upcoming Executive MNMGMT #16 21 Study Groups webinars if you have teams ready to assist with more extensive testing) Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating WORKING ON RIGHT NOW MNMGMT #25 27 Check out the new links on the management menu for executive study group feedback, beta pool and Kitchen information primarily to verify any problems with launching and accessing correct website Y All the sites launched correctly. MNATMD #17 If you use limit checking, review your BIN configuration to ensure that the correct # of transactions is configured in your SIG and PIN configurations N Do not do the limit checking in GOLD, FIS performs this for us. M A R K E T I N G If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure that clicking on the advertising link takes them to the correct location in a new tab or window. Have staff who use online banking verify that tiered services information appears correctly according to your CU configuration (e.g. not at all, monthly points only, monthly and reward points, etc.) If possible, activate one of the new Marketing Club fee posting flags MNCNFD #4 for below available, post negative or post to frozen accounts for the next fee posting N Y We do not use the Member Reach banner/insert/newsletter. Did not show at all because we don t have tiered services turned on in online banking. 5
6 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Menu Task N/A Not applicable If possible, use one of the enhancements to Marketing Club MNCNFD #4 aggregate balance requirements by product and verify results in monthly processing A U D I T I N G Run the Transaction Activity review where report now breaks by MNAUDT #23 account rather than membership Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N N Y Comments/ Explanation of Rating We have marketing clubs for our kids accounts, but don t require certain savings, loan, or combined S & L balances. I like the additional detail by account rather than just membership, but don t use often. G E N E R A L C O M M E N T S 6
7 Beta Test Checklist Please complete and score each task and note any comments you may have regarding each task. Credit Union Name: Primary Contact Name: Primary Contact Phone Number: Day Air Credit Union Jannell Eichstaedt/ Jim Fletcher / Submitted 3/29/2013 Thank you for helping us test the software improvements of release 13.0! Menu Task M E M B E R S E R V I C E Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Sample menu Sample task Y Have staff who are signed up for estatements make sure they can successfully navigate to their estatements. If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure the dialog format appears as before. Have staff who use online banking navigate to the Login History page and verify that the format of displayed information appears correct (no negative numbers, no columns out of place) Have staff who use online banking navigate to the Login History page and verify that the time of the login is correct (Eastern time zone credit unions will have no trouble with this; Central time zone credit unions will need to remember to add an hour to their local time) Have staff members with an OTB credit card verify their ability to use the Single Sign On link to access their credit card account from online banking. Y Comments/ Explanation of Rating This feature will really make processing much easier for tellers. Easy access for statements tax forms receipts etc for members y 5 NA NA 5 Banner is showing Y All info is correct Y Timing is correct Y All info is correct and link are correct 1
8 Menu MNSERV #21 MNCNFE #1 & MNSERV #21 & MNSERV #21 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable Have staff who have OTB accounts displayed in online banking verify that everything appears and is formatted as it always has. Have staff verify that any Pay Now links for OTB accounts where online banking transfers are allowed take them to the transfer page with the OTB account chosen as the To account. Have staff log in to online banking and submit a contact request, a personal information change request, and a PIB profile change request (if you allow PIB profiles to be updated online). Handle any membership applications, contact requests, personal information change requests (if you use reviewed requests), PIB profile change requests, or promise deposit enrollment requests as Navigate to Promise Deposits configuration. Verify the appearance of the panel, and if you are willing to offer the Promise Deposits honor system of online banking check deposits, work with us to configure and activate your Promise Deposit program, including reviewing the sales text for both the program details as well as the RDC sales info. Also configure a Misc. Member Service Denial Notice for PD enrollments If you have activated online enrollment requests for Promise Deposits, have staff members login and verify that the Promise Deposits link appears on the My Accounts > Manage menu. If you have activated Promise Deposits, have a staff member log in and enroll, then approve the request in CU*BASE. Verify was received by member. If you have activated Promise Deposits, have a staff member log in and enroll, then deny the request and print a denial notice. Verify was received by member. Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Y All info is correct. y Y Y y Y Y Comments/ Explanation of Rating With an OTB credit card the pay now link does not show Members expect to be able to include info when submitting this request so are surprised when nothing else happens. They generally send another one thinking it didn t work the first time. Contact request cumbersome. Approx screens just to , a member to find out why they wish to be contacted. It seems that all reported issues have been corrected Received enrollment within 5 10 minutes Y was received 2
9 Menu & MNSERV #25 MNATMD #1, maintenance Inquiry INQUIRY, Tracker review L E N D I N G Inquiry MNCOLL #19 or MNRPTE #2 Task Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable If you have activated Promise Deposits, have a staff member deposit a check via the online interface. (Can even be a pretend one that is later reversed using account adjustment, if appropriate.) Review the work pending promise deposits program to verify that the check is displayed. Process the check through the posting process (or do an account adjustment to reverse it if a check isn t actually being deposited). If using ATM/Debit limit checking, review the remaining dollar and # transactions available on individual accounts Be aware of new limit checking for number of accounts. If questions come up for denied transactions, the response codes will show as 61 for dollar limit and 65 for exceeding number of transactions Because of some general changes to the tracker programs in this release, please review various tracker conversations and functionality. Check the delinquency pop up window on delinquent accounts and verify the actual # of days now displaying Run the loan delinquency analysis in both detail and summary format. Verify the delinquency classification based on actual # of days delinquent Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N y Y Comments/ Explanation of Rating Everything seemed to work fine. Have submitted some enhancements Remaining balance $$$ shows fine. Remaining # of transactions does not show We do not use. Is that why nothing appears in the prior task? Y 5 4 n/a 5 Everything looks good Y 5 Y 4 4 Y 5 Y 5 5 MNRPTE #2 Run the trial balance and loan interest analysis reports using actual # of days delinquent and review report output Y 5 Y 4 3 MNPART #22 If you have participation loans, run the loan delinquency analysis report (both detail and summary) and validate the delinquency term based on the actual # days delinquent n/a We currently do not have any participation loans delinquent 3
10 Menu MNINDL #4 MNCNFC #20 MNTRAK #8 MNCOLL #1 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If applicable, run the dealer delinquent report and select by actual # days. Review report output. If you have OTB accounts visible in online banking, verify the format of the OTB Product Type Configuration screen noting the new Summary/Detail display option. Configure the memo type for promise to pay (suggested PP) to allow monitoring for transactions on delinquent accounts Use the new Promise to Pay functionality when working with collections members to monitor for a deposit or payment Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Y Comments/ Explanation of Rating Report picking up a couple of zero balance loans. Y 5 5 NA NA We use the detail option. y 5 NA 5 5 y Issues were reported to Brenda MNTRAK #21 Use this report to print information on fulfilled or broken promises Y System did not note account. B A C K O F F I C E MNGELE #10 Use the new general ledger inquiry screens and verify display for both single and all branch options MNGELE #10 Use the new filter features on the General ledger inquiry to look for specified entries by amount or other JE fields available MNGELE #10, Look at the analysis information available on a specific GL account F15 and verify the information MNGELE #21 Run the new TR analysis for member transactions and verify data back to your general ledger entries Y Y Search capabilities is a little confusing Y Not sure why someone would use it Y Did see a big change MNGELE #21 Run the new TR analysis for member transactions using the new filters available. Verify results Y MNBACK #20 Review the information on your credit union through this option giving you GOLD release and hardware information on your workstations Looks good. We were able to identify several PCs that didn t update. 4
11 Menu MNGELE #26 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If you have activated Promise Deposits, review the program that lets you audit promise deposit activity. M A N A G E M E N T Try all of the new/revised tools on the new Active Beta menu to make sure they launch (consider joining the upcoming Executive MNMGMT #16 21 Study Groups webinars if you have teams ready to assist with more extensive testing) Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating Y Contacted Allyn needed a point in time Y Able to access each report Love the EFT. MNMGMT #25 27 Check out the new links on the management menu for executive study group feedback, beta pool and Kitchen information primarily to verify any problems with launching and accessing correct website Y Accesses correct sites easy to use MNATMD #17 If you use limit checking, review your BIN configuration to ensure that the correct # of transactions is configured in your SIG and PIN configurations Y NA NA NA NA NA M A R K E T I N G If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure that clicking on the advertising link takes them to the correct location in a new tab or window. Have staff who use online banking verify that tiered services information appears correctly according to your CU configuration (e.g. not at all, monthly points only, monthly and reward points, etc.) If possible, activate one of the new Marketing Club fee posting flags MNCNFD #4 for below available, post negative or post to frozen accounts for the next fee posting Link went to our website n/a n/a 5
12 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Menu Task N/A Not applicable If possible, use one of the enhancements to Marketing Club MNCNFD #4 aggregate balance requirements by product and verify results in monthly processing A U D I T I N G Run the Transaction Activity review where report now breaks by MNAUDT #23 account rather than membership Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N n/a Y Comments/ Explanation of Rating G E N E R A L C O M M E N T S 6
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43 Beta Test Checklist Please complete and score each task and note any comments you may have regarding each task. Credit Union Name: Primary Contact Name: Primary Contact Phone Number: Rome Credit Union Jenny Moroski Submitted 3/29/2013 Thank you for helping us test the software improvements of release 13.0! Menu Task M E M B E R S E R V I C E Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Sample menu Sample task Y Have staff who are signed up for estatements make sure they can successfully navigate to their estatements. If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure the dialog format appears as before. Have staff who use online banking navigate to the Login History page and verify that the format of displayed information appears correct (no negative numbers, no columns out of place) Have staff who use online banking navigate to the Login History page and verify that the time of the login is correct (Eastern time zone credit unions will have no trouble with this; Central time zone credit unions will need to remember to add an hour to their local time) Have staff members with an OTB credit card verify their ability to use the Single Sign On link to access their credit card account from online banking. Y Y Comments/ Explanation of Rating This feature will really make processing much easier for tellers. We currently do not use. More useful for members to detect unwanted sign ons. Y Maybe encourage members to use We currently do not use 1
44 Menu Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable Have staff who have OTB accounts displayed in online banking verify that everything appears and is formatted as it always has. Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating We are not configured currently. Have staff verify that any Pay Now links for OTB accounts where online banking transfers are allowed take them to the transfer page with the OTB account chosen as the To account. We are not configured currently. Have staff log in to online banking and submit a contact request, a personal information change request, and a PIB profile change request (if you allow PIB profiles to be updated online). Y MNSERV #21 MNCNFE #1 & MNSERV #21 & MNSERV #21 Handle any membership applications, contact requests, personal information change requests (if you use reviewed requests), PIB profile change requests, or promise deposit enrollment requests as Navigate to Promise Deposits configuration. Verify the appearance of the panel, and if you are willing to offer the Promise Deposits honor system of online banking check deposits, work with us to configure and activate your Promise Deposit program, including reviewing the sales text for both the program details as well as the RDC sales info. Also configure a Misc. Member Service Denial Notice for PD enrollments If you have activated online enrollment requests for Promise Deposits, have staff members login and verify that the Promise Deposits link appears on the My Accounts > Manage menu. If you have activated Promise Deposits, have a staff member log in and enroll, then approve the request in CU*BASE. Verify was received by member. If you have activated Promise Deposits, have a staff member log in and enroll, then deny the request and print a denial notice. Verify was received by member. Y Y N Not activated yet N Not activated yet N Not activated yet Sometimes change came twice when employee said only requested one change. Appearance of panel looks correct. I may configure before end of testing if time permits. 2
45 Menu & MNSERV #25 MNATMD #1, maintenance Inquiry INQUIRY, Tracker review L E N D I N G Inquiry MNCOLL #19 or MNRPTE #2 Task Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all N/A Not applicable If you have activated Promise Deposits, have a staff member deposit a check via the online interface. (Can even be a pretend one that is later reversed using account adjustment, if appropriate.) Review the work pending promise deposits program to verify that the check is displayed. Process the check through the posting process (or do an account adjustment to reverse it if a check isn t actually being deposited). If using ATM/Debit limit checking, review the remaining dollar and # transactions available on individual accounts Be aware of new limit checking for number of accounts. If questions come up for denied transactions, the response codes will show as 61 for dollar limit and 65 for exceeding number of transactions Because of some general changes to the tracker programs in this release, please review various tracker conversations and functionality. Check the delinquency pop up window on delinquent accounts and verify the actual # of days now displaying Run the loan delinquency analysis in both detail and summary format. Verify the delinquency classification based on actual # of days delinquent Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating N Have not activated yet Y N Y Y Y Have not had any declines since fix was done by Cu Answers. Reviewed all trackers in several accounts. All seem alright. Checked several accounts. All correct number of months and day delinquent Ran detail and summary and verified all 7 accounts were correct. MNRPTE #2 Run the trial balance and loan interest analysis reports using actual # of days delinquent and review report output Y Ran a delinquently. Reviewed the 13 accounts and all were correct. MNPART #22 If you have participation loans, run the loan delinquency analysis report (both detail and summary) and validate the delinquency term based on the actual # days delinquent We have no participation loans. 3
46 Menu MNINDL #4 MNCNFC #20 MNTRAK #8 MNCOLL #1 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If applicable, run the dealer delinquent report and select by actual # days. Review report output. If you have OTB accounts visible in online banking, verify the format of the OTB Product Type Configuration screen noting the new Summary/Detail display option. Configure the memo type for promise to pay (suggested PP) to allow monitoring for transactions on delinquent accounts Use the new Promise to Pay functionality when working with collections members to monitor for a deposit or payment Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating Not Applicable We currently do not use. N Plan to configure N Plan to MNTRAK #21 Use this report to print information on fulfilled or broken promises N Plan to B A C K O F F I C E MNGELE #10 Use the new general ledger inquiry screens and verify display for both single and all branch options MNGELE #10 Use the new filter features on the General ledger inquiry to look for specified entries by amount or other JE fields available MNGELE #10, Look at the analysis information available on a specific GL account F15 and verify the information MNGELE #21 Run the new TR analysis for member transactions and verify data back to your general ledger entries Y Both worked. We only have one branch. Y Had to hit arrow up key to see results Y Y MNGELE #21 Run the new TR analysis for member transactions using the new filters available. Verify results N Plan to do MNBACK #20 Review the information on your credit union through this option giving you GOLD release and hardware information on your workstations Y Verified Gold Beta The computers we do not use often were not on the current release. I will work on updating them. 4
47 Menu MNGELE #26 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Task N/A Not applicable If you have activated Promise Deposits, review the program that lets you audit promise deposit activity. M A N A G E M E N T Try all of the new/revised tools on the new Active Beta menu to make sure they launch (consider joining the upcoming Executive MNMGMT #16 21 Study Groups webinars if you have teams ready to assist with more extensive testing) Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Comments/ Explanation of Rating Not activated yet Y All launch correctly. MNMGMT #25 27 Check out the new links on the management menu for executive study group feedback, beta pool and Kitchen information primarily to verify any problems with launching and accessing correct website Y All launched correctly and went to the correct website. MNATMD #17 If you use limit checking, review your BIN configuration to ensure that the correct # of transactions is configured in your SIG and PIN configurations Y is configured in sig and pin. I believe that was not in there when the beta release was done and caused our cards to be denied. M A R K E T I N G If your CU uses one of the Member Reach banner/insert/newsletter functions with estatements, have staff make sure that clicking on the advertising link takes them to the correct location in a new tab or window. Have staff who use online banking verify that tiered services information appears correctly according to your CU configuration (e.g. not at all, monthly points only, monthly and reward points, etc.) If possible, activate one of the new Marketing Club fee posting flags MNCNFD #4 for below available, post negative or post to frozen accounts for the next fee posting We currently do not use We currently do not use. Y Set to post to frozen accounts. 5
48 Rate each item on a scale of 1 5. (5 = highest, 1 = lowest) 5 Extremely 4 Very 3 Somewhat 2 Slightly 1 Not at all Menu Task N/A Not applicable If possible, use one of the enhancements to Marketing Club MNCNFD #4 aggregate balance requirements by product and verify results in monthly processing A U D I T I N G Run the Transaction Activity review where report now breaks by MNAUDT #23 account rather than membership Did you complete How easy was Are you satisfied with the results you received? How helpful will the task be to staff? How likely are you to perform the task after beta? Y/N Y Comments/ Explanation of Rating We currently do not use this feature. I got a error message:printing only the transaction review? In this case you may Select any range of dates(i did select dates) G E N E R A L C O M M E N T S We have a total of 6 employees that have been working on the testing. We are a small credit union with only 6 employees and the CEO. 1. The first major problem we had that you are already aware of was the Visa Debit Cards being denied over the weekend of the new release. We have not had any issues since the configuration was changed by you. 2. When some updates were pushed through to us this week my computer received an error message only and would not update. I ran the jwalk fix (both of them) and also had to restart my computer and it finally updated. I am not sure but I had signed onto my printer before signing onto gold first and maybe that had caused the problem of not updating. 6
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