Screen Inventory

Purpose

A comprehensive catalog of every distinct screen in the platform, organized by feature area. Each entry identifies which personas can access the screen, whether it works offline, and whether it's mobile-optimized.

This inventory is derived from the 12 spec documents and the navigation model. It serves as the master reference for wireframing, route planning, and implementation scoping.

Reading the Table

  • Screen ID — unique identifier for cross-referencing (format: AREA-NNN)
  • Screen — human-readable screen name
  • Personas — who can access this screen (abbreviated: OA=Org Admin, CD=Communications Director, FD=Finance Director, FiD=Field Director, VC=Volunteer Coordinator, DM=Data Manager, V=Volunteer, TL=Team Lead, C=Candidate, S=Supporter)
  • Offline — whether the screen works without connectivity (Yes, Partial, No)
  • Mobile — whether the screen is designed for mobile use (Primary=mobile-first, Yes=works on mobile, Desktop=desktop-preferred)
  • Spec ref — source spec document and relevant section

1. Dashboards

ID Screen Personas Offline Mobile Spec ref
DASH-001 Campaign Overview Dashboard OA, C No Yes workflows.md — reporting
DASH-002 Field Operations Dashboard OA, FiD No Yes workflows.md — reporting
DASH-003 Fundraising Dashboard OA, FD No Yes workflows.md — reporting
DASH-004 Communications Dashboard OA, CD No Yes workflows.md — reporting
DASH-005 Volunteer Dashboard OA, VC No Yes workflows.md — reporting
DASH-006 Data Quality Dashboard OA, DM No Desktop workflows.md — reporting
DASH-007 Compliance Dashboard OA, FD No Desktop compliance.md — infrastructure
DASH-008 GOTV War Room Dashboard OA, FiD No Yes gotv.md — turnout dashboard
DASH-009 Team Lead Dashboard TL No Primary workflows.md — canvassing
DASH-010 Candidate Dashboard C No Yes users.md — candidate persona
DASH-011 Alliance Dashboard OA No Yes workflows.md — alliance coordination

2. CRM / People

ID Screen Personas Offline Mobile Spec ref
CRM-001 Contact List OA, CD, FD, FiD, VC, DM No Yes users.md — CRM records
CRM-002 Contact Detail OA, CD, FD, FiD, VC, DM Partial Yes users.md — CRM records
CRM-003 Contact Create/Edit OA, CD, FD, FiD, VC, DM No Yes users.md — CRM records
CRM-004 Segment Builder OA, CD, FD, FiD, DM No Desktop workflows.md — communications
CRM-005 Segment List OA, CD, FD, FiD, DM No Yes workflows.md — communications
CRM-006 Dedup Review Queue OA, DM No Desktop users.md — deduplication
CRM-007 Dedup Side-by-Side Comparison OA, DM No Desktop users.md — deduplication
CRM-008 Data Import Wizard — File Upload OA, DM No Desktop integrations.md — voter file import
CRM-009 Data Import Wizard — Column Mapping OA, DM No Desktop integrations.md — voter file import
CRM-010 Data Import Wizard — Dedup Preview OA, DM No Desktop integrations.md — voter file import
CRM-011 Data Import Wizard — Confirmation OA, DM No Desktop integrations.md — voter file import
CRM-012 Data Import History OA, DM No Desktop integrations.md — voter file import
CRM-013 Data Export OA, DM No Desktop workflows.md — data import/export
CRM-014 Data Quality Report OA, DM No Desktop workflows.md — data import/export
CRM-015 Tag Management OA, DM No Desktop users.md — CRM records

3. Canvassing

ID Screen Personas Offline Mobile Spec ref
CANV-001 Canvassing Campaign List OA, FiD No Yes workflows.md — canvassing
CANV-002 Canvassing Campaign Create/Edit OA, FiD No Desktop workflows.md — canvassing
CANV-003 Script Builder OA, FiD No Desktop workflows.md — canvassing
CANV-004 Turf Management Map OA, FiD No Desktop integrations.md — GIS/mapping
CANV-005 Turf Auto-Generation OA, FiD No Desktop integrations.md — GIS/mapping
CANV-006 Walk List Management OA, FiD No Desktop workflows.md — canvassing
CANV-007 Field Mode — Shift Start V, TL Yes Primary workflows.md — canvassing
CANV-008 Field Mode — Walk List View V, TL Yes Primary workflows.md — canvassing
CANV-009 Field Mode — Map View V, TL Yes Primary integrations.md — offline maps
CANV-010 Field Mode — Door Card V, TL Yes Primary workflows.md — canvassing
CANV-011 Field Mode — Interaction Form V, TL Yes Primary workflows.md — canvassing
CANV-012 Field Mode — Shift End / Debrief V, TL Partial Primary workflows.md — canvassing
CANV-013 Canvassing Results Review OA, FiD No Yes workflows.md — canvassing
CANV-014 Canvassing Progress Map OA, FiD No Desktop workflows.md — reporting

4. Phone Banking

ID Screen Personas Offline Mobile Spec ref
PHONE-001 Phone Bank Campaign List OA, FiD No Yes workflows.md — phone banking
PHONE-002 Phone Bank Campaign Create/Edit OA, FiD No Desktop workflows.md — phone banking
PHONE-003 Phone Bank Script Builder OA, FiD No Desktop workflows.md — phone banking
PHONE-004 Phone Bank — Call Interface (BYOP) V No Primary workflows.md — phone banking
PHONE-005 Phone Bank — Call Interface (Integrated) V No Primary integrations.md — telephony
PHONE-006 Phone Bank — Call Result Form V No Primary workflows.md — phone banking
PHONE-007 Phone Bank Progress Dashboard OA, FiD No Yes workflows.md — phone banking

5. Voter Registration

ID Screen Personas Offline Mobile Spec ref
VREG-001 Voter Reg Drive List OA, FiD No Yes workflows.md — voter registration
VREG-002 Voter Reg Drive Create/Edit OA, FiD No Desktop workflows.md — voter registration
VREG-003 Voter Reg Jurisdiction Template Selector OA, FiD No Desktop workflows.md — voter registration
VREG-004 Field Mode — Voter Registration Form V, TL Yes Primary workflows.md — voter registration
VREG-005 Field Mode — Eligibility Check V, TL Yes Primary workflows.md — voter registration
VREG-006 Voter Reg Results Review OA, FiD No Yes workflows.md — voter registration

6. Fundraising

ID Screen Personas Offline Mobile Spec ref
FUND-001 Donation List OA, FD No Yes fundraising.md — donation types
FUND-002 Donation Detail OA, FD No Yes fundraising.md — donation types
FUND-003 Donation Form Builder OA, FD No Desktop fundraising.md — donation forms
FUND-004 Donation Form Preview OA, FD No Yes fundraising.md — donation forms
FUND-005 Donation Form — Public (Hosted) S, Public No Primary fundraising.md — donation forms
FUND-006 Donation Form — Embed Config OA, FD No Desktop fundraising.md — donation forms
FUND-007 Recurring Donation Management OA, FD No Desktop fundraising.md — recurring
FUND-008 Pledge Management OA, FD No Desktop fundraising.md — pledges
FUND-009 Refund Processing OA, FD No Desktop fundraising.md — refunds
FUND-010 Cash Donation Recording OA, FD, V Partial Primary fundraising.md — cash handling
FUND-011 Cash Reconciliation OA, FD No Desktop fundraising.md — cash handling
FUND-012 Compliance Flag Review OA, FD No Desktop fundraising.md — fraud prevention
FUND-013 A/B Test Setup OA, FD No Desktop fundraising.md — A/B testing
FUND-014 A/B Test Results OA, FD No Desktop fundraising.md — A/B testing
FUND-015 Alliance Split Configuration OA, FD No Desktop fundraising.md — alliance fundraising
FUND-016 Alliance Fundraising Report OA, FD No Desktop fundraising.md — alliance fundraising
FUND-017 Payment Processor Configuration OA No Desktop fundraising.md — processors
FUND-018 Fundraising Campaign List OA, FD No Yes fundraising.md — analytics
FUND-019 Fundraising Campaign Create/Edit OA, FD No Desktop fundraising.md — analytics
FUND-020 Year-End Statement Generator OA, FD No Desktop fundraising.md — donor experience

7. Communications

ID Screen Personas Offline Mobile Spec ref
COMM-001 Email Campaign List OA, CD No Yes workflows.md — communications
COMM-002 Email Campaign Builder OA, CD No Desktop workflows.md — communications
COMM-003 Email Template Builder OA, CD No Desktop workflows.md — communications
COMM-004 Email Template Library OA, CD No Yes workflows.md — communications
COMM-005 SMS/WhatsApp Composer OA, CD No Yes workflows.md — communications
COMM-006 Communication Analytics OA, CD No Desktop workflows.md — reporting
COMM-007 Consent Management OA, CD, DM No Desktop compliance.md — consent
COMM-008 Communication Preferences (Staff) OA, CD No Desktop compliance.md — consent
COMM-009 Unsubscribe Management OA, CD No Desktop compliance.md — consent
COMM-010 Email Sending Domain Config OA No Desktop integrations.md — email

8. Social Media

ID Screen Personas Offline Mobile Spec ref
SOCIAL-001 Social Media Dashboard OA, CD No Yes press.md — social media
SOCIAL-002 Post Composer (Multi-platform) OA, CD No Desktop press.md — post creation
SOCIAL-003 Post Calendar / Schedule OA, CD No Desktop press.md — scheduling
SOCIAL-004 Post Analytics OA, CD No Desktop press.md — analytics
SOCIAL-005 Social Account Connection OA No Desktop press.md — OAuth/fallback
SOCIAL-006 Platform-Specific Preview OA, CD No Desktop press.md — post creation

9. Events

ID Screen Personas Offline Mobile Spec ref
EVT-001 Event List OA, VC, V, TL, S No Yes workflows.md — events
EVT-002 Event Create/Edit OA, VC No Desktop workflows.md — events
EVT-003 Event Detail OA, VC, V, TL, S No Yes workflows.md — events
EVT-004 Event RSVP Management OA, VC No Yes workflows.md — events
EVT-005 Event Check-in Tool OA, VC, TL Yes Primary workflows.md — events
EVT-006 Event RSVP Form (Public) S, Public No Primary workflows.md — events
EVT-007 Event Page (Public) Public No Primary workflows.md — events
EVT-008 Event Metrics OA, VC No Desktop workflows.md — events
EVT-009 Virtual Event Setup OA, VC No Desktop workflows.md — events
EVT-010 Post-Event Survey Builder OA, VC No Desktop workflows.md — events

10. Activism

ID Screen Personas Offline Mobile Spec ref
ACT-001 Activism Campaign List OA, CD No Yes workflows.md — activism
ACT-002 Letter/Email Action Setup OA, CD No Desktop workflows.md — activism
ACT-003 Petition Setup OA, CD No Desktop workflows.md — activism
ACT-004 Public Comment Campaign Setup OA, CD No Desktop workflows.md — activism
ACT-005 Action Page (Public) S, Public No Primary workflows.md — activism
ACT-006 Petition Page (Public) S, Public No Primary workflows.md — activism
ACT-007 AI Message Generation Preview S No Primary workflows.md — activism
ACT-008 Activism Campaign Analytics OA, CD No Desktop workflows.md — activism
ACT-009 Delivery Event Documentation OA, CD No Yes workflows.md — activism

11. Press & Media

ID Screen Personas Offline Mobile Spec ref
PRESS-001 Media Contact List OA, CD No Yes press.md — media contacts
PRESS-002 Media Contact Detail OA, CD No Yes press.md — media contacts
PRESS-003 Media List Management OA, CD No Desktop press.md — media lists
PRESS-004 Press Release Builder OA, CD No Desktop press.md — press releases
PRESS-005 Press Release Preview OA, CD No Yes press.md — press releases
PRESS-006 Press Release Distribution OA, CD No Desktop press.md — press releases
PRESS-007 Media Advisory Builder OA, CD No Desktop press.md — advisories
PRESS-008 Statement Builder OA, CD No Desktop press.md — statements
PRESS-009 Media Kit Management OA, CD No Desktop press.md — media kit
PRESS-010 Coverage Log OA, CD No Desktop press.md — coverage tracking
PRESS-011 Coverage Analytics OA, CD No Desktop press.md — coverage analytics
PRESS-012 Endorsement Pipeline OA, CD No Desktop press.md — endorsements
PRESS-013 Endorsement Detail OA, CD No Yes press.md — endorsements
PRESS-014 Talking Points Library OA, CD No Yes press.md — spokesperson
PRESS-015 Interview Schedule OA, CD No Yes press.md — press events
PRESS-016 Spokesperson Configuration OA No Desktop press.md — spokesperson

12. GOTV & Election Day

ID Screen Personas Offline Mobile Spec ref
GOTV-001 GOTV Universe Builder OA, FiD No Desktop gotv.md — universe definition
GOTV-002 Early Voting Data Upload OA, FiD, DM No Desktop gotv.md — early voting
GOTV-003 Volunteer Staging Setup OA, FiD, VC No Desktop gotv.md — staging
GOTV-004 GOTV Turf Cutting OA, FiD No Desktop gotv.md — turf cutting
GOTV-005 Election Day Comms Plan OA, FiD, CD No Desktop gotv.md — comms plan
GOTV-006 Poll Watcher Registry OA, FiD No Desktop gotv.md — poll watcher prep
GOTV-007 Poll Watcher Credential Tracking OA, FiD No Desktop gotv.md — poll watcher prep
GOTV-008 Field Mode — GOTV Door Card V, TL Yes Primary gotv.md — GOTV canvassing
GOTV-009 Field Mode — GOTV Walk List V, TL Yes Primary gotv.md — GOTV canvassing
GOTV-010 Chase Call Interface V No Primary gotv.md — chase calls
GOTV-011 Ride Request Form V, TL, S Partial Primary gotv.md — rides to polls
GOTV-012 Ride Coordination — Dispatcher View OA, FiD, VC No Yes gotv.md — rides to polls
GOTV-013 Ride Coordination — Driver View V No Primary gotv.md — rides to polls
GOTV-014 Poll Watcher Check-in V No Primary gotv.md — poll watching
GOTV-015 Poll Watcher Issue Report Form V Partial Primary gotv.md — issue reporting
GOTV-016 Poll Watcher Issue Queue OA, FiD No Yes gotv.md — issue escalation
GOTV-017 Turnout Dashboard — Map View OA, FiD No Yes gotv.md — turnout tracking
GOTV-018 Turnout Dashboard — Segment View OA, FiD No Desktop gotv.md — turnout tracking
GOTV-019 Reallocation Suggestions OA, FiD No Yes gotv.md — dynamic reallocation
GOTV-020 Election Night Results Entry V No Primary gotv.md — results tracking
GOTV-021 Election Night Results Dashboard OA, FiD No Yes gotv.md — results tracking
GOTV-022 Post-Election Analysis OA, FiD No Desktop gotv.md — post-election
GOTV-023 Staging Location Check-in TL No Primary gotv.md — volunteer staging

13. Messaging

ID Screen Personas Offline Mobile Spec ref
MSG-001 Message List (Inbox) All authenticated Partial Primary messaging.md — DMs
MSG-002 Conversation View (DM) All authenticated Partial Primary messaging.md — DMs
MSG-003 Conversation View (Group) All authenticated Partial Primary messaging.md — groups
MSG-004 Thread View All authenticated Partial Primary messaging.md — threading
MSG-005 Group Create/Edit OA, CD, FD, FiD, VC No Yes messaging.md — groups
MSG-006 Broadcast Composer OA, CD, FiD, VC No Desktop messaging.md — broadcasts
MSG-007 War Room Channel OA, FiD, CD, VC No Yes messaging.md — war room
MSG-008 Contextual Thread (Event) OA, VC, TL Partial Yes messaging.md — contextual
MSG-009 Contextual Thread (Shift) OA, FiD, VC, TL Partial Yes messaging.md — contextual
MSG-010 Contextual Thread (Issue) OA, FiD No Yes messaging.md — contextual
MSG-011 Contextual Thread (Donation Flag) OA, FD No Desktop messaging.md — contextual
MSG-012 Candidate Briefing View C Partial Primary messaging.md — candidate
MSG-013 Candidate Approval Queue C No Primary messaging.md — candidate
MSG-014 Alliance Channel OA No Yes messaging.md — alliance

14. Settings & Administration

ID Screen Personas Offline Mobile Spec ref
SET-001 Org Profile & Branding OA No Desktop workflows.md — onboarding
SET-002 Role Template Editor OA No Desktop users.md — permissions
SET-003 Permission Override Panel OA No Desktop users.md — permissions
SET-004 Staff Management List OA No Desktop users.md — staff
SET-005 Staff Invite Flow OA No Desktop workflows.md — onboarding
SET-006 Geographic Scope Configuration OA No Desktop users.md — scoping
SET-007 Campaign Period Configuration OA No Desktop compliance.md — campaign periods
SET-008 Compliance Configuration OA No Desktop compliance.md — per-tenant config
SET-009 Contribution Limits Configuration OA No Desktop compliance.md — campaign finance
SET-010 Disclaimer Text Configuration OA No Desktop compliance.md — disclaimers
SET-011 Data Retention Policy OA No Desktop compliance.md — retention
SET-012 Integration Settings Hub OA No Desktop integrations.md
SET-013 WhatsApp Business Setup OA No Desktop integrations.md — WhatsApp
SET-014 SMS Provider Configuration OA No Desktop integrations.md — SMS
SET-015 Email Domain Configuration OA No Desktop integrations.md — email
SET-016 Social Media Account Connections OA No Desktop press.md — social media
SET-017 Billing & Subscription OA No Desktop fundraising.md — pricing
SET-018 Audit Trail Viewer OA No Desktop security.md — audit
SET-019 Security Settings OA No Desktop security.md — tier config
SET-020 Encryption Key Management OA No Desktop security.md — BYOK
SET-021 API Key Management OA No Desktop integrations.md — public API
SET-022 Webhook Configuration OA No Desktop integrations.md — webhooks

15. Onboarding Wizards

ID Screen Personas Offline Mobile Spec ref
WIZ-001 Org Setup Wizard OA No Yes support.md — onboarding wizards
WIZ-002 Payment Processor Wizard OA No Desktop support.md — onboarding wizards
WIZ-003 BYOK Key Generation Wizard OA No Desktop support.md — onboarding wizards
WIZ-004 Compliance Configuration Wizard OA No Desktop support.md — onboarding wizards
WIZ-005 WhatsApp Business Setup Wizard OA No Desktop support.md — onboarding wizards
WIZ-006 SMS Number Setup Wizard OA No Desktop support.md — onboarding wizards
WIZ-007 Voter File Import Wizard OA, DM No Desktop support.md — onboarding wizards
WIZ-008 Volunteer Onboarding Wizard V No Primary support.md — onboarding wizards

16. Support & Help

ID Screen Personas Offline Mobile Spec ref
HELP-001 Knowledge Base Browser All authenticated No Yes support.md — knowledge base
HELP-002 Knowledge Base Article All authenticated Partial Yes support.md — knowledge base
HELP-003 AI Concierge Chat All authenticated No Yes support.md — concierge
HELP-004 Training Module List V, TL Partial Primary support.md — training
HELP-005 Training Module Content V, TL Partial Primary support.md — training
HELP-006 Training Quiz V, TL Partial Primary support.md — training
HELP-007 Certification Status V, TL, VC No Yes support.md — training
HELP-008 Training Content Editor OA, VC No Desktop support.md — training

17. Supporter Portal

ID Screen Personas Offline Mobile Spec ref
SUP-001 Supporter Home S No Primary fundraising.md — donor portal
SUP-002 Donation History S No Primary fundraising.md — donor portal
SUP-003 Donation Receipt View S No Primary fundraising.md — receipts
SUP-004 Recurring Donation Management S No Primary fundraising.md — donor portal
SUP-005 Payment Method Update S No Primary fundraising.md — donor portal
SUP-006 Supporter Profile S No Primary users.md — supporter
SUP-007 Communication Preferences S No Primary compliance.md — consent
SUP-008 My Events S No Primary workflows.md — events
SUP-009 Year-End Statement Download S No Primary fundraising.md — statements

18. Alliance

ID Screen Personas Offline Mobile Spec ref
ALLY-001 Alliance Dashboard OA No Yes workflows.md — alliance
ALLY-002 Alliance Member List OA No Desktop workflows.md — alliance
ALLY-003 Affiliation Request Form OA No Desktop workflows.md — alliance
ALLY-004 Affiliation Request Queue OA No Desktop workflows.md — alliance
ALLY-005 Sharing Configuration OA No Desktop workflows.md — alliance
ALLY-006 Joint Campaign Setup OA No Desktop workflows.md — alliance
ALLY-007 Shared Analytics OA No Desktop workflows.md — alliance
ALLY-008 GOTV Alliance Coordination OA, FiD No Desktop gotv.md — alliance GOTV

19. Public Pages (No Auth Required)

ID Screen Personas Offline Mobile Spec ref
PUB-001 Candidate Profile Page Public No Primary press.md — public profiles
PUB-002 Organization Profile Page Public No Primary press.md — public profiles
PUB-003 Donation Form (Hosted) Public No Primary fundraising.md — forms
PUB-004 Event Page Public No Primary workflows.md — events
PUB-005 Action Page (Letter/Email) Public No Primary workflows.md — activism
PUB-006 Petition Page Public No Primary workflows.md — activism
PUB-007 Volunteer Signup Page Public No Primary workflows.md — volunteer onboarding
PUB-008 Media Kit Page Public No Primary press.md — media kit

20. Authentication

ID Screen Personas Offline Mobile Spec ref
AUTH-001 Login (Passkey) All No Primary security.md — auth
AUTH-002 Login Fallback (Magic Link / SMS OTP) All No Primary security.md — auth
AUTH-003 Account Recovery (Trusted Contact) All No Primary security.md — recovery
AUTH-004 Passkey Registration All No Primary security.md — auth
AUTH-005 Trusted Contact Setup All No Yes security.md — recovery
AUTH-006 Device Authorization All No Yes security.md — multi-device
AUTH-007 Session Expired / Re-authenticate All No Primary security.md — sessions

21. User Profile & Preferences

ID Screen Personas Offline Mobile Spec ref
PROF-001 Personal Profile All authenticated No Yes users.md — profiles
PROF-002 Notification Preferences All authenticated No Yes messaging.md — notifications
PROF-003 Security Settings (Personal) All authenticated No Yes security.md — passkeys
PROF-004 Language Preference All authenticated No Yes geography.md — localization
PROF-005 Tenant Switcher Multi-tenant users No Yes users.md — federation

22. Content Operations

ID Screen Personas Offline Mobile Spec ref
CONTENT-001 Content Dashboard OA, CD No Yes press.md — content pipeline
CONTENT-002 Content Review OA, CD No Desktop press.md — review rounds
CONTENT-003 Approval Queue OA, CD, C No Yes press.md — review rounds
CONTENT-004 Approval OA, CD, C No Yes press.md — review rounds

Summary

Feature Area Screen Count Offline Screens Mobile-Primary Screens
Dashboards 11 0 0
CRM / People 15 1 0
Canvassing 14 6 6
Phone Banking 7 0 3
Voter Registration 6 2 2
Fundraising 20 1 1
Communications 10 0 0
Social Media 6 0 0
Events 10 1 2
Activism 9 0 2
Press & Media 16 0 0
GOTV / Election Day 23 3 6
Messaging 14 7 5
Settings & Admin 22 0 0
Onboarding Wizards 8 0 1
Support & Help 8 3 3
Supporter Portal 9 0 9
Alliance 8 0 0
Public Pages 8 0 8
Authentication 7 0 5
User Profile 5 0 0
Content Operations 4 0 0
Total 240 24 53

The platform has approximately 240 distinct screens, of which 24 work offline and 53 are mobile-primary (designed primarily for phone use). The remaining screens work on mobile but are designed desktop-first (complex configuration, data tables, builders).