Dashboard Screens
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Amend Description
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Comment
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Status
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Reviewed
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CRM header.. ‘Create Case’ button - remove + icon
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Adds nothing to the messaging
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Dashboard Screens
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| 1 | CRM header - ‘Create Case’ button please remove '+' icon |
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| 2 | Summary screen (all) - please add ‘Notes’ functionality - (button and panel) |
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| 3 | Summary screen (all) |
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| 4 | Summary screen - Drawer (7.0) (Applicant Details) - Remove the ‘Edit’ button |
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| 2 | Summary screen - Add Notes (button and panel) Further amends - add and view in modal, and save and read only to page panel | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5 | Summary screen - Drawer (7.0, 7.1, 7.3) - Move buttons to foot of the drawer Add ‘Close’ button to read only drawers |
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| 36 | Summary screen - Add footer for buttons Footer missing on this page (all) - ‘Export’… what? - please rename button label to ‘Export fact find’ |
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| 47 | Summary screen - Drawer (Applicant Details) - Remove the Edit button Associated with removed functionalityall) - ‘Start Fact Find’ button - please rename to ‘Fill in fact find’ |
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| 58 | Summary screen - Drawer (Allall) - Move buttons to foot of the drawerAdd ‘Close’ to read only drawersmove ‘Export fact find’ & ‘Fill in fact find’ buttons to footer |
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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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9 | Summary screen (all) - Please remove ‘:' after ‘Status’, ‘Subset’ and 'Product’ labels |
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| 10 | Summary screen - Drawers (read only data) (7 | Summary screen - ‘Start Fact Find’ button - rename to ‘Fill in fact find’ | Better description of the action associated with this button .0, 7.1, 7.3) - Please remove ‘:' after labels |
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| 811 | Summary screen - move ‘Export fact find’ & ‘Fill in fact find’ buttons to footer Consistent with revised UI pattern(5.0) - Remove notification regarding ‘added applicant’ Warning Icon should match notification bar |
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| 912 | Summary screen - Remove ‘:' after 'Status’ label Also remove from Subset and Product Adds nothing to the messaging Screen (all) - Transpose the ‘questions answered’ column and the notification message column |
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| 1013 | Summary screen - Drawers (read only data) - Remove ‘:' after labels |
| Screen (5.1) - change the ‘no entry’ icon for unlinking a product to an ‘unlink icon’ |
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| 1114 | Summary screen - Remove notification regarding ‘added applicant’ Icons should match notification bar |
| Screen (4.1) - Change notification heading for Missing Mandatory Data from ‘Warning’ to something more meaningful |
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| 1215 | Summary Screen - Transpose the ‘questions answered’ column and the notification message column to help achieve the correct responsive layout in the mobile version.- super user (11.1) - ‘Pages that ‘May’ and ‘Do Not’ need to be answered
| Summary Screen - change the ‘no entry’ icon for unlinking a product to an ‘unlink icon’
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| 16 | 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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| 1417 | Summary Screen - Change notification heading for Missing Mandatory Data from ‘Warning’ to something more meaningful(all) - Rename header ‘Fact find Pages’ to ‘Fact find Summary’ |
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| 1518 | Summary Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered update with new styling(4.3) - Change notification heading for… page information updated from portal, from ‘Information’ to something more meaningful (4.3) |
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| 1619 | 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 headerForms Screen (4.0) - Show mandatory controller misaligned |
| Summary Screen - Rename header ‘Fact find Pages’ to ‘Fact find Summary’
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| 20 | Forms Screen (all) - Show mandatory controller label shortened to ‘Show mandatory only’ Remove all instances of ‘*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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| 1821 | Summary Screen - Change notification heading for… page information updated from portal, from ‘Information’ to something more meaningful (4.3) | Forms Screen (all) - Progress Bar on the top of panels should be replaced with a static full width rule - colour grad |
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| 1922 | Forms Screen - Show mandatory should be visible when notes panel is open Correction of a misaligned design element(all) - Tick Button in footer should be replaced with a text button ‘Mark page completed’ to the right of the other 2 buttons…(previous & next). |
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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 | Better succinct communication without losing meaning
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| 23 | Forms Screen (3.1) - ‘Mark page completed’ button in the footer - also show ‘Unlock page & 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 |
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| 2124 | Forms Screen - Progress Bar on the top of panels (all) - ‘Save and close' button in footer should be replaced with a static full width rule - colour grad Associated with removed functionality'Save & Exit fact find’ |
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| 2225 | 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(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) |
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| 23 | 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 when page is locked | Better description of the action associated with this button | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 26 | Forms Screen - super user (10.0) - ‘Pages that ‘May’ and ‘Do Not’ need to be answered |
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| 2427 | Forms Screen - ‘Save and close' button should be replaced with 'Save & Exit fact find’ Better description of the action associated with this button(9.0, 9.1, 9.2) - ‘Add another source of income' change to remove word 'another’ |
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| 2528 | Forms Screen - Add new button labelled ‘Save fact find’ Add details 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 Drawer (All) - Move buttons to foot of the drawer |
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| 2629 | Forms Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered Key not required and is only partial (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. |
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| 2730 | Forms Screen - ‘Add another source of income' change to remove word 'another’ |
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| 28 | Forms Screen - Drawer (All) - Move buttons to foot of the drawer |
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| 29 | 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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| 30 | 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. ‘Notes’ (4.0) - add ability to add multiple note, each with a date / time stamp that are either associated with a page and appears on that page as a read only note in a system panel that is present on all pages, or doesn’t relate to a page and appear only in the drawer as a general note. User is able to click on a note in the drawer and edit it. A ‘add note’ tertiary button on the page opens the drawer when clicked that has a ‘add note’ sticky form section at the foot of the drawer, or if the user has the drawer open and is viewing notes and opts to add a new note with the button in the drawer footer.. then the ‘add note’ sticky form section at the foot of the drawer appears (nice if it animated in - rising up out of the sticky footer) |
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| 31 | Forms Screens (all) - Realign multi-lined label text so that it hangs from the top line (not centred) |
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| 32 | Forms Screens (all) - Remove Please remove ':' after form labels |
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| 33 | Forms Screen (all, 6.1) - Please range right labels (excluding mandatory indicator) |
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| 34 | Forms Screen (all) - Add new navigation item in left nav under the heading of ‘Fact Find Summary’ Find’ labelled - ‘Page index’‘Summary View’ that links to the summary page Update sidebar component and name summary page subhead to ‘Fact Find’ and menu item to ‘Summary View’ |
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| 35 | Forms Screen - detail the Postcode lookup process (underneath 1.2) | Designs based on current functionality |
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| 36 | 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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| 37 | Forms Screen - Sources of Income (9.0, 9.1, 9.2, 9.3) |
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| 38 | 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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Device Screens
Amend Description | Comments | Status | Reviewed | ||||||||||||||||||||||||||||||||||||||||||||
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| 1 | Mobile - Burger Menu - Width of menu to remain constant across all width variations and to appear on the screen - not slide |
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| 2 | Mobile - Burger Menu should not be the full screen width and the page should be covered by a tint that compels the user to interact with the burger menu only |
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| 3 | Mobile - Burger Menu increase text size of menu items |
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| 4 | Mobile - Reduce dominance of ‘Next’ & ‘Previous’ page buttons |
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| 5 | Mobile - Illustrate right hand drawer design for read only data & additional form input functionality (eg 'link to another product) |
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| 6 | Mobile - Summary page - left hand page listing - on screen sizes that don’t allow space for this navigation it is to be replaced. Remove the carousel UI pattern currently in the designs and replace with a left hand drawer which is activated from a CTA in the page footer labelled ‘Page Index’ | Note:
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| 7 | Mobile - Replace CTA’s in footer with Icons and labels | hand drawer which is activated from a CTA in the page footer labelled ‘Page Index’ | Note:
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| 8 | Mobile/Tablet - Replace hover tooltips with click to view tooltip | |||||||||||||||||||||||||||||||||||||
| 7 | Mobile - Replace CTA’s in footer - With Icons and labels | Increased visibility over the expanding footer approach and likely easier to implement |
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| 98 | Mobile/Tablet - Illustrate sticky footer nav - both condensed and expanded Default is expanded… condenses on scroll down until end of scroll where it expands again. Tablet - Replace hover tooltips with click to view tooltip | Illustrated on form page (375px). Note:
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| 109 | Mobile/Tablet - Illustrate confirmation ‘Modal’ in situ |
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| 1110 | Mobile/Tablet - Illustrate ‘Search’ function in situ |
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| 1211 | Mobile/Tablet - Illustrate 'Notes' panel in situ2 versions illustrated | Right hand drawer as used in the desktop version A model which is more mobile friendly on mobile |
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| 1312 | Mobile/Tablet - Illustrate 'Export' modal |
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| 1413 | Mobile - Wrap ‘Status’ & ‘Last…Update’ so all is visible without interaction |
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