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Level 0 — Start Your Shift

Before monitoring individual issues, confirm that the desk has the information and live views needed to operate safely.

Shift-Start Timeline

01Read Previous HandoverOpen items, owners, next review times and expected events.
02Open Monitoring DashboardLoad the approved workspace and confirm live data is updating.
03Check Connection StatusReview Taker, Maker, Trading Platform and CRM links.
04Check Symbol OverviewScan quote movement, spread and stopped or highlighted rows.
05Open Decision StreamConfirm live order decisions are arriving.
06Confirm AlertsIdentify currently Firing alerts and any open follow-up.
07Desk ReadyRecord readiness or escalate any gap before continuing.

Open the Correct Dashboard

TradePass Dashboards provide approved monitoring boards. The actual workspace may already contain panels rather than showing these template cards, but the three categories below match the real dashboard structure. This is a sanitised interface guide, not a live capture.

TRADEPASS EDGE Dashboards Open an approved board. Do not create or configure one during a shift.
Choose an approved monitoring boardUse the board assigned to your shift; these names identify the monitoring purpose.
1⌁Quote monitorSymbol quotes and quote condition.
2◌Client streamsCustomer-facing final-quote evidence for the relevant Symbol / Stream(s).
3⌁Order flowLive Decision Stream records.
  1. Quote monitor: use this purpose when beginning quote and product monitoring. It leads you to Symbol Overview and any approved related quote panels.
  2. Client streams: use this purpose only when the shift, a complaint or an investigation needs customer-facing quote evidence. It is not a Client / UID or Account page.
  3. Order flow: use this purpose to open Decision Stream and confirm the selected observation scope before reading orders.

Do not add panels, create a dashboard or change a dashboard layout as part of this training. If the approved board is missing or not updating, record the gap and escalate.

Start-of-Shift Checklist

  • Previous handover reviewed; open items have an owner and next action.
  • Required dashboards are open and data is updating.
  • No unexplained Disconnected link or stale heartbeat remains unchecked.
  • Symbol Overview has been scanned for stopped quotes or unusual spread behaviour.
  • Decision Stream is receiving current order-flow records.
  • Firing alerts and existing incidents have been acknowledged in the handover context.
  • Any readiness gap has been recorded and escalated.

What Do I Do if Something Is Wrong?

Do not declare the desk ready by assumption. Record the affected view, exact time, visible status and scope; compare one related source; notify the Shift Leader / Manager or assigned owner; and continue monitoring. Do not change a production control unless specifically authorised for that action.

Three Self-Checks

  1. Can I name every open item, its owner and its next review?
  2. Are the approved Dashboard, Connection Status, Symbol Overview and Decision Stream visibly current?
  3. If a required view is unavailable or unclear, have I recorded the gap and escalated before declaring the desk ready?

Next: Level 1 — Daily Monitoring →