Welcome to Computer Based Training (CBT) Page
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Simulation Documentation
Simulation Name: Reading People Financial Information
Simulation Mode: Teach me
Scenario: In this lesson you will be taught 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. |
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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 the item in the asset section for example, click on the underlined TYPE for the asset. |
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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). |
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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. |
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Screen Name: #5: People Financial List - Microsoft Internet Explorer
| Summary: You have now been taught how to read a person's financial information. |
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