Fact Find - UI Amends (March 2023)

Dashboard Screens

	Amend Description	Comment	Status
1	CRM header.. ‘Create Case’ button - remove + icon	Adds nothing to the messaging Unnecessarily pollutes communication to the user	OUTSTANDING DONE N/A
2	Summary screen - Add Notes (button and panel)	Logical to have on this page as well as form Broker may refer and add notes on this page	OUTSTANDING DONE N/A
3	Summary screen - Add footer for buttons	Footer missing on this page CTA Buttons need a home on this page	OUTSTANDING DONE N/A
4	Summary screen - Drawer (Applicant Details) - Remove the Edit button	Associated with removed functionality	OUTSTANDING DONE N/A
5	Summary screen - Drawer (All) - Move buttons to foot of the drawer	Consistent with revised UI pattern	OUTSTANDING DONE N/A
6	Summary screen - ‘Export’… what? - rename button label to ‘Export fact find’	Be more specific where space allows to better communicate to user	OUTSTANDING DONE N/A
7	Summary screen - ‘Start Fact Find’ button - rename to ‘Fill in fact find’	Better description of the action associated with this button	OUTSTANDING DONE N/A
8	Summary screen - move ‘Export fact find’ & ‘Fill in fact find’ buttons to footer	Consistent with revised UI pattern	OUTSTANDING DONE N/A
9	Summary screen - Remove ‘:' after 'Status’ label	Adds nothing to the messaging Unnecessarily pollutes communication to the user	OUTSTANDING DONE N/A
10	Summary screen - Drawers (read only data) - Remove ‘:' after labels	Adds nothing to the clarity of the content Unnecessarily pollutes communication to the user	OUTSTANDING DONE N/A
11	Summary screen - Remove notification regarding ‘added applicant’	Associated with removed functionality	OUTSTANDING DONE N/A
12	Forms Screen - Show mandatory should be visible when notes panel is open	Correction of a misaligned design element	OUTSTANDING DONE N/A
13	Forms Screen - Show mandatory message shortened to ‘Mandatory only’	Better succinct communication without losing meaning Easier to implement on small screens	OUTSTANDING DONE N/A
14	Forms Screen - Progress Bar on the top of panels should be replaced with a static full width rule - colour grad	Associated with removed functionality	OUTSTANDING DONE N/A
15	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	OUTSTANDING DONE N/A
16	Forms Screen - ‘Mark this page as complete’ button - show ‘Mark this page as incomplete’ variant	Better description of the action associated with this button	OUTSTANDING DONE N/A
17	Forms Screen - ‘Save and close' button should be replaced with 'Save & Exit fact find’	Better description of the action associated with this button	OUTSTANDING DONE N/A
18	Forms Screen - Add new button labelled ‘Save fact find’	Missing from design although was required for Case and Product pages Added as user would find useful Added for consistency	OUTSTANDING DONE N/A
19	Forms Screen - ‘Pages that ‘May’ and ‘Do Not’ need to be answered - reduce Icon size and add explanation on hover	Key not required and is only partial Tooltip is better solution	OUTSTANDING DONE N/A
20	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	OUTSTANDING DONE N/A
21	Forms Screen - Drawer (All) - Move buttons to foot of the drawer	Consistent with revised UI pattern	OUTSTANDING DONE N/A
22	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.	Product team request Added to form page ‘Property to Purchase’ - field ‘Property valuation’	OUTSTANDING DONE N/A
23	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.	OUTSTANDING DONE N/A
24	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	OUTSTANDING DONE N/A
25	Forms Screens - Remove ':' after form labels	Adds nothing to the messaging Unnecessarily pollutes communication to the user	OUTSTANDING DONE N/A
26	Forms Screen - range right labels (excluding mandatory indicator)	Line up of content to aid in readability	OUTSTANDING DONE N/A
27	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	Required to allow the user to navigate back to the summary page without using the breadcrumbs as a primary navigation method.	OUTSTANDING DONE N/A
28			OUTSTANDING DONE N/A

Device Screens

	Amend Description	Comments	Status
1	Mobile - Burger Menu - Width of menu to remain constant across all width variations and to appear from the top of the screen	Ease of use for user on the go Required for customer portal	OUTSTANDING DONE N/A
2	Mobile - Burger Menu should not be the full screen width and the background should be covered by a tint that compels the user to interact with the burger menu only	Ease of use for user on the go Required for customer portal	OUTSTANDING DONE N/A
3	Mobile - Burger Menu increase text size of menu items	Ease of use for user on the go Required for customer portal	OUTSTANDING DONE N/A
4	Mobile - Reduce dominance of ‘Next’ & ‘Previous’ page buttons		OUTSTANDING DONE N/A
5	Mobile - Illustrate right hand drawer design for read only data & additional form input functionality (eg 'link to another product)		OUTSTANDING DONE N/A
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 and replace with a left hand drawer which is activated from a CTA in the page footer labelled ‘Pages’		OUTSTANDING DONE N/A
7	Mobile - Replace CTA’s in footer with Icons and labels		OUTSTANDING DONE N/A
8	Mobile/Tablet - Replace hover tooltips with click to view tooltip		OUTSTANDING DONE N/A
9	Mobile/Tablet - Illustrate sticky footer nav - both condensed and expanded		OUTSTANDING DONE N/A
10	Mobile/Tablet - Illustrate ‘Modal’ in situ		OUTSTANDING DONE N/A
11	Mobile/Tablet - Illustrate ‘Search’ function in situ		OUTSTANDING DONE N/A
12	Mobile/Tablet - Illustrate 'Notes' panel in situ		OUTSTANDING DONE N/A
13	Mobile/Tablet - Illustrate 'Export' modal		OUTSTANDING DONE N/A
14	Mobile - Wrap ‘Status’ & ‘Last…Update’ so all is visible without inetaction		OUTSTANDING DONE N/A
15			OUTSTANDING DONE N/A
16			OUTSTANDING DONE N/A
17			OUTSTANDING DONE N/A
18			OUTSTANDING DONE N/A
19			OUTSTANDING DONE N/A
20			OUTSTANDING DONE N/A
21			OUTSTANDING DONE N/A
22			OUTSTANDING DONE N/A
23			OUTSTANDING DONE N/A
24			OUTSTANDING DONE N/A
25			OUTSTANDING DONE N/A
26			OUTSTANDING DONE N/A
27			OUTSTANDING DONE N/A
28			OUTSTANDING DONE N/A
29			OUTSTANDING DONE N/A
30			OUTSTANDING DONE N/A
31			OUTSTANDING DONE N/A