Page Comparison

Header

Replace all instances of eKeeper Logo with finova 'f' logo

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Header

Menu items to match UI design
- Change text colour to Finova Blue 700 (#5782C2) 100%,
- Link state (hover, down, etc)... ie down state text is bolder
- Response menu down to burger menu at same breakpoints as Fact Find
- Add spacing between 'Create Case' button & ? icon
- Remove '+' icon from 'Create Case' button
- Replace avatar (currently a coloured circle) with Icon supplied from UX team

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Text content

Replace all instances of 'eKeeper' text with 'finova Broker CRM' text

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure buttons indicated as primary are correctly defined

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure buttons indicated as secondary are correctly defined

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure buttons indicated as tertiary are correctly defined

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure primary buttons are styled correctly -
(text size, colour, padding)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure secondary buttons are styled correctly -
(text size, colour, padding)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Ensure tertiary buttons are styled correctly -
(text size, colour, padding)

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Buttons

Move buttons (primary and secondary) to footer where indicated

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Ensure a sticky footer is present on all pages and popups
(white background with top stroke)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Reorder buttons in footer button group to match UI design
- ie order of button group: (secondary buttons to left then primary button to right)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Position the button group to match UI design
- ie move button group to righthand side of the footer

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Button label 'Save & Close' has now been changed to 'Save & Exit'

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Add 'Back' and or 'Close' buttons to indicated pages to allow user to navigate back (without using the browser back button)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Ensure 'Top' button appears on the far right-hand side of all sticky footers

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Footer

Replace all instances of ‘eKeeper CRM V5X' text with 'finova Broker CRM’ text

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Dashboard

'All Users' bar (circles with initials) - Decrease text size slightly
- for initials
- for names (underneath)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Business summary

'Stages' bar (blue coloured boxes) - Decrease text size slightly
- for numbers
- for labels (underneath)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Input fields
- Ensure all input field labels are the same font size

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Input fields
- Ensure input text is the same font size as the field label
i.e. needs enlarging in many cases

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Input fields
- Ensure spacing between label and input field is sufficient and consistent

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Input fields
- Ensure spacing between input field and icon is sufficient and consistent

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Bullets
- Vertically align text and bullet so as on same baseline, as shown in UI designs of Fact Find, and ensure sufficient space between bullet options

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Checkboxes
- Ensure bullet and label appear on single line and are vertically aligned on same baseline, as shown in UI designs of Fact Find, and ensure spacing between elements is correct and consistent

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Bullet & Checkbox Labels
- Where a label is long and breaks into multiple lines, ensure all lines left align

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Page title headers
- All should be Montserrat, Semibold 30px|38px  #494A4D

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Panel title headers (featured on a page)
- All should be Montserrat, Semibold 20px  #494A4D

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Popup window title headers
- All should be Montserrat, Semibold 16px  #494A4D
(with 16, 24, 16, 24px padding)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Product tables
- Table headings - vertical spacing sometimes incorrect
(ie first line and second line text overlaps making heading illegible)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Product tables
- Ensure table heading and column data is aligned

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Business summary

Pagination controller
- Change colour to Finova Blue 700 (#5782C2) 100%

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Tabs
- Alignment issue on smaller screens

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Tabs
- Standardise all tabs to the style used on 'Edit existing customer' page but without the italic font - ie change to regular font

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms

Icons
- Can all icons associated with an input field be moved to the right of the field

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms

Icons
- Update icons to Font Awesome icons

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Forms

TinyMC interface
Remove bevels from buttons

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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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

Input field & label alignment as the UI design
- Right align input field labels
- Left align associated input fields

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

Breadcrumbs
- Change 'Home' to 'Dashboard'

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

Breadcrumbs
- Delete background tint

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Settings Forms

'Edit Existing Simple Task' page
- Place icon in to container that holds colour - suggest
(suggest 48px x 48px)

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Settings Forms

'Edit Existing Simple Task' page
- Place new icon container in centre of table cell

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  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

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  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

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  Status
  colour Purple title N/A

Settings Forms

'Maintain Birthday Communications' page
- Delete background tints

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

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  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

'Edit Search View' page
- Make text in 'Available fields' font=regular
- Make text in 'Currently Selected Fields' font=Semi-bold

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  Status
  colour Green title CRITICAL

•  

  Status
  colour Green title Desired

•  

  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

'Page List: Burrow Fact Find' page & 'Page List: Generic Fact Find' page
- Align diagram left

•  

  Status
  colour Green title CRITICAL

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  Status
  colour Green title Desired

•  

  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

‘Edit SMS Template’ page
- Add space between listed items

•  

  Status
  colour Green title CRITICAL

•  

  Status
  colour Green title Desired

•  

  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A

Settings Forms

‘Edit SMS Template’ page
- Move actions, associated with listed items, to right of item text on same baseline

•  

  Status
  colour Green title CRITICAL

•  

  Status
  colour Green title Desired

•  

  Status
  colour Purple title N/A

•  

  Status
  colour Red title Outstanding

•  

  Status
  colour Green title Done

•  

  Status
  colour Purple title N/A