Posts by this team
Exporting data from Complete
Catering for teams who use the information caseworkers and delivery officers enter to organise funding and update information about academies and trusts.
Complete conversions, transfers and changes
26 March 2024
Showing monthly conversions and transfers
We released a way of showing projects due to convert or transfer in a particular month. Users did not understand it, so we iterated it.
Complete conversions, transfers and changes
18 March 2024
Defining patterns for tables
Iterating how we present information in tables to make it consistent and clear to users.
Complete conversions, transfers and changes
14 November 2023
Redesigning the projects in progress page
How we redesigned the projects in progress page after the introduction of transfers.
Complete conversions, transfers and changes
18 October 2023
Redesigning the project information page
The task list has been the focus of our work but other areas had become cluttered and needed reviewing.
Complete conversions, transfers and changes
12 October 2023
Designing the transfers task list
Using the conversions task list as a basis, learning about how transfers were different and working with users to design a task list that meets their needs.
Complete conversions, transfers and changes
9 October 2023
Adding transfers to the product
After several sprints of work, in early October we launched our pilot of transfer projects in the Complete conversions, transfers and changes product.
Complete conversions, transfers and changes
4 October 2023
Improving how we show contact details
Why we switched from summary lists to summary cards to show contact details.
Complete conversions, transfers and changes
10 August 2023
Presenting dates in tables
How and why we iterated the way we present dates in tables.
Complete conversions, transfers and changes
8 August 2023
Removing references to the conversion route
We tried to find useful words to describe the types of conversion. Policy changed and those terms were no longer as useful as they once were. In fact, they caused confusion so we took them away.
Complete conversions, transfers and changes
6 August 2023
Adding DfE Frontend to the build
We've switched from GOV.UK Frontend to DfE Frontend.
Complete conversions, transfers and changes
17 July 2023
Introducing navigation
In recent sprints we've created tables of information that help more user groups understand a project's status so they can prepare funding for the academy. We needed to add navigation to enable users to access this information.
Complete conversions, transfers and changes
30 June 2023
Accessing projects a user is not working on
Assigning users to particular projects helps them to visualise and manage their workload. It can also help us to protect projects from accidental or unintended changes.
Complete conversions, transfers and changes
28 April 2023
Accessing completed projects
Converting to an academy is a legal process. Once the academy has opened and all the necessary tasks have been completed, the project needs to be preserved as a record of what happened and should not be changed.
Complete conversions, transfers and changes
4 April 2023
Confirming all conditions have been met
One of the critical checkpoints in a conversion's progress is the all conditions met task. This is the point at which the user confirms that everything that must be done in order for the school to convert on time is done.
Complete conversions, transfers and changes
24 March 2023
Referring to types of conversion
We originally built the application with the understanding that there were 2 types of conversion: voluntary and involuntary. As we learnt more about the process we found that wasn't quite right, so we had to make a change.
Complete conversions, transfers and changes
15 March 2023
Helping funding teams check project progress
Users share information about the progress of conversions with colleagues who arrange and release the funding for new academies. This is done through spreadsheets. We want to make it easier by sharing this information in our product.
Complete conversions, transfers and changes
14 March 2023
Describing how to change the conversion date
While designing how we allow users to input a changed conversion date, we discovered some complexity around the language caseworkers and delivery officers use to refer to changing conversion dates.
Complete conversions, transfers and changes
13 March 2023
Changing the conversion date
We created a way for users to enter the confirmed conversion date. We know this date can change and must be updated, so next we thought about how this could be done in the thing.
Complete conversions, transfers and changes
10 March 2023
Confirming the conversion date
Users need to check that all parties can do what needs to be done to convert the school by the conversion date. We wanted to look at how we could make it possible for users to enter the agreed date in the product.
Complete conversions, transfers and changes
14 February 2023
How work is assigned
Team leaders need to assign projects to other people. We wanted to understand the process, and work out how we could design and deliver a first iteration of an assignment process that met their needs.
Complete conversions, transfers and changes
27 January 2023
Changing the grant processing task for involuntary conversions
Different grants are available to schools that are going through an involuntary conversion. Delivery officers working on these projects follow a slightly different process to caseworkers carrying out a voluntary conversion.
Complete conversions, transfers and changes
23 December 2022
Making task green button text more descriptive
"Continue" did not feel like accurate language to describe what happens when a user interacts with the green button on a task. The user's progress is saved and they are taken back to the task list.
Complete conversions, transfers and changes
15 December 2022
Removing the Single worksheet
Learning that a document users believed was important to other teams was actually almost entirely unused, and what we're doing to remove it.
Complete conversions, transfers and changes
8 December 2022
Adding involuntary conversions
In November 2022 we expanded the scope to include involuntary conversions, where a school has to become an academy following a poor Ofsted inspection.
Complete conversions, transfers and changes
6 December 2022
Creating the remaining tasks in the list
Understanding what users require to complete a conversion.
Complete conversions, transfers and changes
30 September 2022
Adding sign and seal actions to the task list
Learning more about how the conversion is completed.
Complete conversions, transfers and changes
16 September 2022
Deciding what the first set of tasks should be
With a new design pattern and some subsequent edits to the content in tasks, we need to check what we've changed works for users.
Complete conversions, transfers and changes
9 September 2022
Showing legal document task progress
There are several actions and states that legal documents go through. We wanted to find the best way to show this, so users can quickly understand progress on a task.
Complete conversions, transfers and changes
2 September 2022
Ordering the document tasks
We collaborated with users to design the legal documents section of the tasklist.
Complete conversions, transfers and changes
26 August 2022
How to present task list actions
We are confident the task list will meet the needs of our users. Now we need to learn about how to make the tasks and actions helpful.
Complete conversions, transfers and changes
12 August 2022
Iterating the task list and adding the project information tab
Designing and testing the project information section and legal document tasks.
Complete conversions, transfers and changes
8 July 2022
Turning Figma screens into a prototype
What we learnt from creating our first coded prototype and testing it with users.
Complete conversions, transfers and changes
17 June 2022
Design changes from the co-design session
We ran a co-design session workshop with 3 operational delivery team delivery officers. This was the first time we had put our ideas in front of users.
Complete conversions, transfers and changes
31 May 2022
Design changes following KIM research
We did some research on Knowledge and Information Management (KIM), part of the existing system that delivery officers use to complete conversion and transfers projects.
Complete conversions, transfers and changes
27 May 2022
Getting to our minimum viable product (MVP)
We’ve run co-design workshops with our users, carried out user research and taken part in collaborative team workshops to understand and define our MVP.
Complete conversions, transfers and changes
26 May 2022
Post-advisory board swarm work
The swarm was created to start a small discovery on what we knew in the post-AB space whilst the rest of the team continued in the pre-advisory board space.
Complete conversions, transfers and changes
20 October 2021