Fact Find - UI Amends (March 2023)

CRM header.. ‘Create Case’ button - remove + icon

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

• OUTSTANDING
• DONE
• N/A

Summary screen - Add Notes (button and panel)

Further amends - add and view in model 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

• OUTSTANDING
• DONE
• N/A

Summary screen - Add footer for buttons

• Footer missing on this page

• CTA Buttons need a home on this page

• OUTSTANDING
• DONE
• N/A

Summary screen - Drawer (Applicant Details) - Remove the Edit button

• Associated with removed functionality

• OUTSTANDING
• DONE
• N/A

Summary screen - Drawer (All) - Move buttons to foot of the drawer

Add ‘Close’ to read only drawers

• Consistent with revised UI pattern

• OUTSTANDING
• DONE
• N/A

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

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

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

• Consistent with revised UI pattern

• OUTSTANDING
• DONE
• N/A

Summary screen - Remove ‘:' after 'Status’ label

Also remove from Subset and Product

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

• OUTSTANDING
• DONE
• N/A

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

Summary screen - Remove notification regarding ‘added applicant’

Icons should match notification bar

• Associated with removed functionality

• OUTSTANDING
• DONE
• N/A

Summary Screen - Transpose the ‘questions answered’ column and the notification message column to help achieve the correct responsive layout in the mobile version.

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

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

• update with new styling

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

Summary Screen - Rename header ‘Fact find Pages’ to ‘Fact find Summary’

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

Forms Screen - Show mandatory should be visible when notes panel is open

• Correction of a misaligned design element

• OUTSTANDING
• DONE
• N/A

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

• Easier to implement on small screens

• OUTSTANDING
• DONE
• N/A

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

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

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

• OUTSTANDING
• DONE
• N/A

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

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

• Added for consistency

• OUTSTANDING
• DONE
• N/A

Forms Screen - super user - ‘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

• OUTSTANDING
• DONE
• N/A

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

Forms Screen - Drawer (All) - Move buttons to foot of the drawer

• Consistent with revised UI pattern

• OUTSTANDING
• DONE
• N/A

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

• Product team request

• Added to form page ‘Property to Purchase’ - field ‘Property valuation’

• OUTSTANDING
• DONE
• N/A

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

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

Forms Screens - Remove ':' after form labels

• Adds nothing to the messaging

• Unnecessarily pollutes communication to the user

• OUTSTANDING
• DONE
• N/A

Forms Screen - range right labels (excluding mandatory indicator)

• Line up of content to aid in readability

• OUTSTANDING
• DONE
• N/A

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

Update sidebar component and name summary page subhead to ‘Fact Find’ and menu item to ‘Summary View’

• 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

Forms Screen - Postcode lookup process

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

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

• OUTSTANDING
• DONE
• N/A

Mobile - Burger Menu - Width of menu to remain constant across all width variations and to appear on the screen - not slide

• Ease of use for user on the go

• Required for customer portal

• OUTSTANDING
• DONE
• N/A

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

• Ease of use for user on the go

• Required for customer portal

• OUTSTANDING
• DONE
• N/A

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

Mobile - Reduce dominance of ‘Next’ & ‘Previous’ page buttons

• Replaced with icons and succinct labels on mobile

• OUTSTANDING
• DONE
• N/A

Mobile - Illustrate right hand drawer design for read only data & additional form input functionality (eg 'link to another product)

• Illustrated on forms page (375px)

• OUTSTANDING
• DONE
• N/A

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:

• Index page content is scrollable

• OUTSTANDING
• DONE
• N/A

Mobile - Replace CTA’s in footer with Icons and labels

• OUTSTANDING
• DONE
• N/A

Mobile/Tablet - Replace hover tooltips with click to view tooltip

Illustrated on form page (375px).

Note:

• Click to view

• arrow indicator should align with icon

• Dismissed on page reload/refresh

• OUTSTANDING
• DONE
• N/A

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.

• User can click top bar to expand/contract at anytime

• OUTSTANDING
• DONE
• N/A

Mobile/Tablet - Illustrate confirmation ‘Modal’ in situ

• OUTSTANDING
• DONE
• N/A

Mobile/Tablet - Illustrate ‘Search’ function in situ

• OUTSTANDING
• DONE
• N/A

Mobile/Tablet - Illustrate 'Notes' panel in situ

2 versions illustrated

• Right hand drawer as used in the desktop version

• A model which is more mobile friendly on mobile

• OUTSTANDING
• DONE
• N/A

Mobile/Tablet - Illustrate 'Export' modal

• Illustrated on forms page (375px)

• OUTSTANDING
• DONE
• N/A

Mobile - Wrap ‘Status’ & ‘Last…Update’ so all is visible without interaction

• OUTSTANDING
• DONE
• N/A

• OUTSTANDING
• DONE
• N/A