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Michael.Craddock

Michael.Craddock

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Amend Description

Comment

Status

Reviewed

1

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

  • Adds nothing to the messaging

  • Unnecessarily pollutes communication to the user

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2

Summary screen - Add Notes (button and panel)

Further amends - add and view in model and save and read only to page panel

  • Logical to have on this page as well as form

  • Broker may refer and add notes on this page

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3

Summary screen - Add footer for buttons

  • Footer missing on this page

  • CTA Buttons need a home on this page

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4

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

  • Associated with removed functionality

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5

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

Add ‘Close’ to read only drawers

  • Consistent with revised UI pattern

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6

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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7

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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8

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

  • Consistent with revised UI pattern

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    colourRed
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9

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

Also remove from Subset and Product

  • Adds nothing to the messaging

  • Unnecessarily pollutes communication to the user

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10

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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    colourRed
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11

Summary screen - Remove notification regarding ‘added applicant’

Icons should match notification bar

  • Associated with removed functionality

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12

Summary Screen - Transpose the ‘questions answered’ column and the notification message column to help achieve the correct responsive layout in the mobile version.

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13

Summary Screen - change the ‘no entry’ icon for unlinking a product to an ‘unlink icon’

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14

Summary Screen - Change notification heading for Missing Mandatory Data from ‘Warning’ to something more meaningful

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    colourRed
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15

Summary Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered

  • update with new styling

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16

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

  • Correction of a misaligned design element

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1317

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

Remove *MandatoryChange to ‘Show Mandatory Only’

  • Better succinct communication without losing meaning

  • Easier to implement on small screens

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1418

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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    colourRed
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1519

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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1620

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

Text for tooltip changed

Add notification at top of all form pages to show status

  • Better description of the action associated with this button

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    colourRed
    titleOutstanding
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    titleDone
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1721

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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    colourRed
    titleOutstanding
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    titleDone
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1822

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

Add details for ‘Saved’ + timestamp

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

  • Added as user would find useful

  • Added for consistency

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1923

Forms Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered
- remove ‘key’ and add explanation on hover
Bring up in Tech Debt meeting… Alan to explanation- update with new styling
- change notification heading from ‘warning’ to something more meaningful

  • Key not required and is only partial

  • Tooltip is better solution

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2024

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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2125

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

  • Consistent with revised UI pattern

  •  
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    colourRed
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    colourGreen
    titleDone
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    colourPurple
    titleN/A

2226

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.

Add tooltip

  • Product team request

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

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2327

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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2428

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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2529

Forms Screens - Remove ':' after form labels

  • Adds nothing to the messaging

  • Unnecessarily pollutes communication to the user

  •  
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    colourRed
    titleOutstanding
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    colourGreen
    titleDone
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    colourPurple
    titleN/A

2630

Forms Screen - range right labels (excluding mandatory indicator)

  • Line up of content to aid in readability

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2731

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

Update sidebar component and rename summary page subhead

  • 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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2832

Forms Screen - Postcode lookup process

  •  
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2933

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

Help - support Portal, Notifications, Settings, Edit user details & logout - Remove avatar job title & and replace with name - add icon for user management

  •  
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3034

Drawer top - White and change depth

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