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) 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	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 Add ‘Close’ to read only drawers	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 Also remove from Subset and Product	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’ Icons should match notification bar	Associated with removed functionality	OUTSTANDING DONE N/A
12	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
13	Summary Screen - change the ‘no entry’ icon for unlinking a product to an ‘unlink icon’		OUTSTANDING DONE N/A
14	Summary Screen - Change notification heading for Missing Mandatory Data from ‘Warning’ to something more meaningful		OUTSTANDING DONE N/A
15	Summary Screen - super user - ‘Pages that ‘May’ and ‘Do Not’ need to be answered update with new styling		OUTSTANDING DONE N/A
16	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
17	Summary Screen - Rename header ‘Fact find Pages’ to ‘Fact find Summary’		OUTSTANDING DONE N/A
18	Summary Screen - Change notification heading for… page information updated from portal, from ‘Information’ to something more meaningful (4.3)		OUTSTANDING DONE N/A
19	Forms Screen - Show mandatory should be visible when notes panel is open	Correction of a misaligned design element	OUTSTANDING DONE N/A
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 Easier to implement on small screens	OUTSTANDING DONE N/A
21	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
22	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
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	OUTSTANDING DONE N/A
24	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
25	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
26	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
27	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
28	Forms Screen - Drawer (All) - Move buttons to foot of the drawer	Consistent with revised UI pattern	OUTSTANDING DONE N/A
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	Product team request Added to form page ‘Property to Purchase’ - field ‘Property valuation’	OUTSTANDING DONE N/A
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.	OUTSTANDING DONE N/A
31	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
32	Forms Screens - Remove ':' after form labels	Adds nothing to the messaging Unnecessarily pollutes communication to the user	OUTSTANDING DONE N/A
33	Forms Screen - range right labels (excluding mandatory indicator)	Line up of content to aid in readability	OUTSTANDING DONE N/A
34	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
35	Forms Screen - Postcode lookup process		OUTSTANDING DONE N/A
36	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
37	Forms Screen - Sources of Income - Amend table to fit width of container 808px and allow to response down to mobile - Add read only drawer to view row data in full and then opt to edit or delete		OUTSTANDING DONE N/A
38	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
39

Device Screens

	Amend Description	Comments	Status
1	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
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	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	Replaced with icons and succinct labels on mobile	OUTSTANDING DONE N/A
5	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
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: Index page content is scrollable	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	Illustrated on form page (375px). Note: Click to view arrow indicator should align with icon Dismissed on page reload/refresh	OUTSTANDING DONE N/A
9	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
10	Mobile/Tablet - Illustrate confirmation ‘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	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
13	Mobile/Tablet - Illustrate 'Export' modal	Illustrated on forms page (375px)	OUTSTANDING DONE N/A
14	Mobile - Wrap ‘Status’ & ‘Last…Update’ so all is visible without interaction		OUTSTANDING DONE N/A
15			OUTSTANDING DONE N/A