Processors

As a processor, I review applications, directly communicate with people, and give them more clarity & insight into the application and review process.
I want to easily see what work I need to do in the system and feel assured that I am doing everything that is expected of me.

A desire for efficiency

• Easily track what work I need to do

• Have a centralized place for all work that needs to be done

• Make the hand-off process from point A to be point B smoother

Understand the problem

Currently, to navigate to a record’s Detail View from a List View, the users have to navigate away from the List View.

Power users may need to navigate through multiple records in a List View quickly and efficiently.

Our goal is to speed up the time it takes to process records, especially in the case of users who need to check multiple records at once.

What is a master detail view?

“Master Detail Views” typically refers to clicking into an item on a list to see the details of that item, side-by-side to the list.

Understand the problem

When processing or auditing an application, processors or auditors commonly have to reference fields that exist on previous steps.

Processors and auditors currently cannot view a submission’s history while completing a review/approval step without scrolling up and down, navigating away from the page, or attempting to remember the content of that page.

Our goal is to allow the processors to review the data in previous steps while completing their steps, so they can be more efficient with processing applications.

How to show subission history? - Design A

• Submission history and the form submission exist on the same page

• Submission history appears under each step

How to show subission history? - Design B

• Submission history and the form submission exist in separate tabs

• Submission history is more organized