Welcome to Computer Based Training (CBT) Page
|
| |
|
| |
Simulation Documentation
Simulation Name: Reading People Financial Information
Simulation Mode: Show me
Scenario: In this lesson you will be shown how to view a person's financial information.
Screen Name: #1: People Demographics - Microsoft Internet Explorer
| Step: Select People Financial List from the SHOW drop-down list. |
| User Prompt: You have already anchored on your person. You now want to view the People Financial List page. To do this, select "People Financial List" from the SHOW menu. |
|
Screen Name: #2: People Financial List - Microsoft Internet Explorer
Step: Click Asset Type "Hot Area"  |
| User Prompt: You can see that the People Financial List page looks different in that there are four sections (income, expenses, assets and liabilities). To view details for an item in a section, click on the hyperlink to the left of the item in the list (example: Asset). |
|
Screen Name: #3: People Financial - Microsoft Internet Explorer
Step: Click OK "Hot Area"  |
| User Prompt: View the details for the financial item. Click OK or CANCEL to go back to the People Financial List page (OK will save any changes and CANCEL will not). |
|
Screen Name: #4: People Financial List - Microsoft Internet Explorer
Step: Click anywhere "Hot Area"  |
| User Prompt: You're now back at the People Financial List page. Click anywhere to continue. |
|
Screen Name: #5: People Financial List - Microsoft Internet Explorer
| Summary: You have now been shown how to read a person's financial information. |
|
|
|
