Page Comparison

CRM header .. - ‘Create Case’ button - please 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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  colour Green title Done

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  colour Purple title N/A

Summary screen - Add Notes (all) - please add ‘Notes’ functionality - (button and panel)

Further amends - add and view in modal, 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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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen (all) - Add footer for buttons

• Footer missing on this page

• CTA Buttons need a home on this page

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen - Drawer (7.0) (Applicant Details)

- Remove the Edit the ‘Edit’ button
- Add ‘Close’ button

• Associated with removed functionality

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen - Drawer (All7.0, 7.1, 7.3) - Move buttons to foot of the drawer

Add ‘Close’ button to read only drawers

• Consistent with revised UI pattern

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen (all) - ‘Export’… what? - please rename button label to ‘Export fact find’

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

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen (all) - ‘Start Fact Find’ button - please rename to ‘Fill in fact find’

• Better description of the action associated with this button

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

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

• Consistent with revised UI pattern

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary screen (all) - Remove Please remove ‘:' after 'Status’ label

Also remove from Subset and Product

‘Status’, ‘Subset’ and 'Product’ 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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  colour Green title Done

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  colour Purple title N/A

Summary screen - Drawers (read only data) - Remove (read only data) (7.0, 7.1, 7.3) - Please 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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  colour Green title Done

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  colour Purple title N/A

Summary screen (5.0) - Remove notification regarding ‘added applicant’

Icons Warning Icon should match notification bar

• Associated with removed functionality

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen (all) - Transpose the ‘questions answered’ column and the notification message column

• required to help achieve the correct responsive layout in the mobile version.

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen (5.1) - change the ‘no entry’ icon for unlinking a product to an ‘unlink icon’

• Better description of the action associated with this button

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen (4.1) - Change notification heading for Missing Mandatory Data from ‘Warning’ to something more meaningful

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen - super user (11.1) - ‘Pages that ‘May’ and ‘Do Not’ need to be answered

• update with new styling

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen (7.0, 7.1, 7.3) - 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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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen Screen (all) - Rename header ‘Fact find Pages’ to ‘Fact find Summary’

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Summary Screen (4.3) - Change notification heading for… page information updated from portal, from ‘Information’ to something more meaningful (4.3)

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  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Forms Screen (4.0) - Show mandatory should be visible when notes panel is opencontroller misaligned

• Correction of a misaligned design element

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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Forms Screen (all) - Show mandatory message controller label shortened to ‘Show mandatory only’

Remove all instances of ‘*MandatoryMandatory’

Move ‘Show mandatory only’ text and control switch down to align with heading so that it can response under for mobile

• 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen (all) - 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen (all) - Tick Button in footer should be replaced with a text button ‘Mark this page as complete’ completed’ 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen (3.1) - ‘Mark this page as complete’ completed’ button in the footer - also show ‘Mark this ‘Unlock page as & Mark incomplete’ variant

Text for tooltip changed to be more explict

Add notification at top of all form pages to show when page is locked

• Better description of the action associated with this button

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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Forms Screen (all) - ‘Save and close' button in footer 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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  colour Purple title N/A

Forms Screen (all) - Add new button to footer labelled ‘Save fact find’

Add details in footer for ‘Saved’ + timestamp (1.0, 1.1, 1.2, 4.1)

• 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen - super user (10.0) - ‘Pages that ‘May’ and ‘Do Not’ need to be answered
- remove ‘key’ and add explanation on hover
- 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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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Forms Screen (9.0, 9.1, 9.2) - ‘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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  colour Green title Done

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  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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  colour Purple title N/A

Forms Screen (8.1) - Add new icon and tooltip 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

• 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen - ‘Notes’ - remove date stampForms Screen - ‘Notes’ - remove date stamp

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

• 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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  colour Green title Done

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  colour Purple title N/A

Forms Screens (all) - 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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  colour Purple title N/A

Forms Screens (all) - Remove Please 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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  colour Purple title N/A

Forms Screen (all, 6.1) - Please 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen (all) - Add new navigation item in left nav under the heading of ‘Fact Find Summary’ labelled - ‘Page index’ that links to the summary pageUpdate sidebar component and name summary page subhead to ‘Fact Find’ and menu item to ‘Summary View’Find’ labelled - ‘Summary View’ 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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  colour Green title Done

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  colour Purple title N/A

Forms Screen - detail the Postcode lookup process (underneath 1.2)

Designs based on current functionality

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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Forms Screen (11.0, 11.1) - Increase the depth of the top sticky header in Drawer from 65px to 73px to match the page header.

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  Status
  colour Red title Outstanding

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  Status
  colour Green title Done

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  colour Purple title N/A

Forms Screen - Sources of Income (9.0, 9.1, 9.2, 9.3)
- Amend table to fit width of container 808px and allow to
- Add guide to how tables response down to mobile
- Add read only edit drawer to view row data in full and then opt to edit or delete

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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A

Page Header (all) - 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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  Status
  colour Red title Outstanding

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  colour Green title Done

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  colour Purple title N/A