Content Comparison

CRM header.. ‘Create Case’ button - remove + icon

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Add Notes (button and panel)

• Logical to have on this page as well as form

• Broker may refer and add notes on this page

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Add footer for buttons

• Footer missing on this page

• CTA Buttons need a home on this page

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Drawer (Applicant Details) - Remove the Edit button

• Associated with removed functionality

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Drawer (All) - Move buttons to foot of the drawer

• Consistent with revised UI pattern

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - ‘Export’… what? - rename button label to ‘Export fact find’

• Be more specific where space allows to better communicate to user

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - ‘Start Fact Find’ button - rename to ‘Fill in fact find’

• Better description of the action associated with this button

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - move ‘Export fact find’ & ‘Fill in fact find’ buttons to footer

• Consistent with revised UI pattern

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Remove ‘:' after 'Status’ label

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Drawers (read only data) - Remove ‘:' after labels

• Adds nothing to the clarity of the content

• Unnecessarily pollutes communication to the user

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Summary screen - Remove notification regarding ‘added applicant’

• Associated with removed functionality

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Show mandatory should be visible when notes panel is open

• Correction of a misaligned design element

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Show mandatory message shortened to ‘Mandatory only’

• Better succinct communication without losing meaning

• Easier to implement on small screens

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Progress Bar on the top of panels should be replaced with a static full width rule - colour grad

• Associated with removed functionality

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Tick Button should be replaced with a text button ‘Mark this page as complete’ to the right of the other 2 buttons…(previous & next).

• Better description of the action associated with this button

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - ‘Mark this page as complete’ button - show ‘Mark this page as incomplete’ variant

• Better description of the action associated with this button

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - ‘Save and close' button should be replaced with 'Save & Exit fact find’

• Better description of the action associated with this button

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Add new button labelled ‘Save fact find’

• Missing from design although was required for Case and Product pages

• Added as user would find useful

• Added for consistency

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - ‘Pages that ‘May’ and ‘Do Not’ need to be answered - remove ‘key’ and add explanation on hover

• Key not required and is only partial

• Tooltip is better solution

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - ‘Add another source of income' change to remove word 'another’

• Better description of the action associated with this button

• Button label does not need to change once the first item is added

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Drawer (All) - Move buttons to foot of the drawer

• Consistent with revised UI pattern

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Add new icon for use when a form field in the Fact Find is pre-populated with data from a linked illustration and read only.

• Product team request

• Added to form page ‘Property to Purchase’ - field ‘Property valuation’

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - ‘Notes’ - remove date stamp

• Unnecessary content that at most informs the user of the last change event for all notes without giving details or allowing undo.

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screens - Realign multi-lined label text so that it hangs from the top line (not centred)

• Line up of content to aid in readability

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screens - Remove ':' after form labels

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - range right labels (excluding mandatory indicator)

• Line up of content to aid in readability

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms Screen - Add new navigation item in left nav under the heading of ‘Fact Find Summary’ labelled - ‘Page index’ that links to the summary page

• Required to allow the user to navigate back to the summary page without using the breadcrumbs as a primary navigation method.

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Add missing functionality to header - System settings, edit user details, raise a ticket

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  Status
  colour Purple title N/A