Release Date:  
Monday, 3 August, 2020

Version:  
2020.15

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Search Bar

Search Input:

• The landing page will show all results for Funders to explore
• User enters search term into text box
• A contextual sentence will show the index type being searched (Award, Person, Organisation or Entity/Outcome) under the keyword you searched for
• User clicks search icon, link, button or hits return to generate/filter results
• The search bar and term searched for remains above the result list
• The refresh search button / link will appear once results are listed

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Results List

Card view:

• Results appear as cards in an ordered list that by default is sorted according to relevance 
• Basic cards contain title and link to item.
  • Awards
  • People
  • Organisations
  • Outcomes

Link to view detailed view:

• User clicks on card title which sends them to a page with more detail - note that this detail changes for each of the card view types.

No results view:

• If no results are found, then a message displays suggesting that the user modifies their search. 

Pagination:

• If the results list has less than ten items, pagination will not show
• If the result list has more than ten items, pagination will appear on the page
• Users will be able to move from one page to the next by page number
• Users can scroll along the pagination bar with the >>
• Users can scroll along the pagination bar with the << 
• The page the user is on will be highlighted within the pagination bar

Filter Results: 

• The default index type on search will be Awards
• Filter results by index type (Awards, People, Organisations or Outcomes)
• User will select the index type with the Results list card type reflected (i.e if the user selects “People” the list of people with the relevant card and details will show
• Only one index type can be viewed at one time

Filter Counts:

• When the user makes a search each index type will show with a number next to it to represent the records it has found. 

For example:

• Awards (234)
• Organisations (45)
• People (5)
• Publications (456)
• Should no results be found then the index type will show (0)

Sort Results: 

• Number of records indicator:
  • If the number of results is fewer than 10 this will be shown with the format
    • example - Showing 8 of 8 
  • If the number of results is greater than 10 this will be shown with the format
    • example - Showing 1-10 of 720
• Sort by indicator: Results default to relevance

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Facets:

• There are different facets for each index type
• These facets will appear on the right hand side and will be text links
• Facets would only appear when there are results.
  • For example the user has selected People and is searching for Smith. There are PIs and Team members who have the surname Smith so the facet would show:
    • User type
    • PI (45)
    • Team members (34)

Note: We would not expect Admin, Delegate and Other to appear with (0) on the right hand side

• Where there are more than 10 listed a link with “Show more >” will appear and the users can click this to view the full list of facets
• When open there will be the option to close this with “Close” and the users can click this to reduce the view for that particular facet

Selected facets indicator / control:

• When the users selects a facet, clicking the label or number, will highlight that the item has been selected
• Users will be able to deselect the facet

Results counts per facet:

• Selecting a facet will change the Results list total and the totals for the other facets
• Deselecting a facet will reset the Results list and totals for each facet
• Selecting the facets will not impact on the index type link totals 
• If a user clicks away from the index type to another type the facets will be refreshed to relate to the new index type

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Detail View:

• Overview screen displays basic details
• Users will land on a page displaying basic details about the Award, Person, Organisation or Entity/Outcome. 
• Detail varies for each type 
• Users will be able to view and visit all related data entities where possible

Back Button/link: 

• Once a user has selected a result's detail view, a back button will appear that will take the user back without resetting the previous filters. I.E. The user should see the same result set as they did before selecting the detailed view.

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Bulk Tools

• Awards will have the drop-down actions and a user will be able to:
• Export awards, assign & remove additional question(s), change submission periods, alter reporting nodes and change response codes

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Feedback tool

• A feedback tool is present on all pages to allow users to ask questions, suggest new features and point out any issues. This will be used also to give an indication of what is currently in development and those issues we are aware of.

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For further details on the release or how you can get involved as a user tester, feel free to contact our Product Manager.

Ross.pullar@researchfish.com