Lesson 3: Steward Dashboard layout (what they run from)

Goal: One page stewards actually use, daily, without hunting. Create a page under 00 - Dashboards: Steward Dashboard | VillageName Then add these blocks in this exact order.

---

Block 1: Today’s cockpit (top of page)

View: ExchangeRequests — NeedsInfo

• Filter: RoutingState = NeedsInfo
• Sort: TimeWindowStart ascending

View: ExchangeRequests — ReadyToMatch

• Filter: RoutingState = ReadyToMatch
• Group: by Domain
• Sort: Urgency descending, then TimeWindowStart ascending

View: ExchangeMatches — Upcoming

• Filter: Status = Confirmed AND ScheduledStart within next 7 days
• Sort: ScheduledStart ascending

View: ExchangeMatches — CompletedNotLogged

• Filter: Status = Completed AND CompletionLogged is unchecked
• Sort: ScheduledEnd descending

This is the minimum set that runs the system.

---

Block 2: Capacity protection (private section)

Only visible to stewards. View: PulseChecks — OverloadedThisWeek

• Filter: EscalationState = Overloaded OR Feeling = Overloaded
• Sort: WeekStartDate descending

View: ContributionLedger — ImbalanceWatch

• Filter: SignedHours absolute value > threshold (or use a rollup-based view)
• Sort: SignedHours ascending/descending depending on your method

This block prevents the silent collapse pattern.

---

Block 3: Tools and resources (lightweight)

View: ToolBookings — Overdue

• Filter: DueBackDate < today AND Status != Returned
• Sort: DueBackDate ascending

View: ToolsInventory — Available

• Filter: Available = checked
• Sort: Category A→Z

---

Block 4: Governance memory (keep it minimal)

View: Ledger_Accountability — DueSoon

• Filter: DueDate within next 14 days AND Status not Completed
• Sort: DueDate ascending

View: Ledger_TensionResolution — Open

• Filter: Status = Open
• Sort: DateCreated ascending

---

Block 5: Quick actions (buttons + links)

Add a small section with:

• Link to “Create New Exchange Request” template
• Link to “Create Match” workflow guide
• Link to “Steward Scripts” page (clarification request, clean closure, overload check-in)

Stewards should never have to remember words under pressure.

---

Steward success metric

If this dashboard is used daily, the system works. If stewards avoid it, something is too complex or too emotionally loaded. The dashboard should feel calm.

---