Dashboard Screens
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| 1 | CRM header.. ‘Create Case’ button - remove + icon |
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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 |
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| 3 | Summary screen - Add footer for buttons |
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| 4 | Summary screen - Drawer (Applicant Details) - Remove the Edit button |
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| 5 | Summary screen - Drawer (All) - Move buttons to foot of the drawer Add ‘Close’ to read only drawers |
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| 6 | Summary screen - ‘Export’… what? - rename button label to ‘Export fact find’ |
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| 7 | Summary screen - ‘Start Fact Find’ button - rename to ‘Fill in fact find’ |
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| 8 | Summary screen - move ‘Export fact find’ & ‘Fill in fact find’ buttons to footer |
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| 9 | Summary screen - Remove ‘:' after 'Status’ label Also remove from Subset and Product |
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| 10 | Summary screen - Drawers (read only data) - Remove ‘:' after labels |
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| 11 | Summary screen - Remove notification regarding ‘added applicant’ Icons should match notification bar |
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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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| 15 | Summary Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered
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| 16 | Summary Screen - Increase the depth of the top sticky header in the Drawer from 65px to 73px to match the page header Change background colour of drawer head to match page header and forms version of drawer header |
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| 17 | Forms Screen - Show mandatory should be visible when notes panel is open |
| Summary Screen - Rename header ‘Fact find Pages’ to ‘Fact find Summary’ |
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| 18 | Summary Screen - Change notification heading for… page information updated from portal, from ‘Information’ to something more meaningful (4.3) |
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| 19 | Forms Screen - Show mandatory should be visible when notes panel is open |
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| 20 | Forms Screen - Show mandatory message shortened to ‘Show mandatory only’ Remove *Mandatory Move ‘Show mandatory only’ text and control switch down to align with heading so that it can response under for mobile |
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| 1921 | Forms Screen - Progress Bar on the top of panels should be replaced with a static full width rule - colour grad |
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| 2022 | 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). |
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| 2123 | Forms Screen - ‘Mark this page as complete’ button - show ‘Mark this page as incomplete’ variant Text for tooltip changed to be more explict Add notification at top of all form pages to show statuswhen page is locked |
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| 2224 | Forms Screen - ‘Save and close' button should be replaced with 'Save & Exit fact find’ |
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| 2325 | Forms Screen - Add new button labelled ‘Save fact find’ Add details for ‘Saved’ + timestamp (1.0, 1.1, 1.2, 4.1) |
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| 2426 | Forms Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered |
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| 2527 | Forms Screen - ‘Add another source of income' change to remove word 'another’ |
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| 2628 | Forms Screen - Drawer (All) - Move buttons to foot of the drawer |
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| 2729 | 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 - 8.1 |
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| 2830 | Forms Screen - ‘Notes’ - remove date stamp |
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| 2931 | Forms Screens - Realign multi-lined label text so that it hangs from the top line (not centred) |
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| 3032 | Forms Screens - Remove ':' after form labels |
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| 3133 | Forms Screen - range right labels (excluding mandatory indicator) |
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| 3234 | Forms Screen - Add new navigation item in left nav Update sidebar component and rename name summary page subhead to ‘Fact Find’ and menu item to ‘Summary View’ |
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| 3335 | Forms Screen - Postcode lookup process |
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| 3436 | Forms Screen - Increase the depth of the top sticky header in Drawer from 65px to 73px to match the page header. |
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| 3537 | Page - 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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