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Lesson 1.4 - Daily Operations

Daily operations are not just “watching the screen.” A Dealer should build a repeatable shift rhythm: read the handover, check system status, monitor live signals, record exceptions and prepare a clean handover before leaving.

Shift Scenario

A normal shift may include platform checks, quote observation, Bridge trade-log monitoring, large-order alerts, fast-close alerts, exposure review, event-calendar awareness, incident follow-up and handover preparation.

Daily Workflow

Read Handover→Check Platform
Check Quotes→Monitor Bridge
Review Exposure→Track Events
Record Exceptions→Prepare Handover

Shift-Start Checklist

Check Evidence
Previous handover read Open items and next update time
Platform status Login, server, session and order status
Quote status Main symbols, spread and chart behavior
Bridge status Queue, routing, reject / timeout and trade log
Risk status Exposure, concentration and event background
Calendar High-impact news, holiday, rollover or maintenance

Live Monitoring Rhythm

During the shift, the Dealer should increase review frequency when:

  • High-impact news is approaching.
  • XAUUSD or major symbols become more active.
  • Large orders or fast-close alerts increase.
  • Quote spread, latency or chart behavior changes.
  • Exposure or account concentration changes quickly.
  • Client complaints or ticket volume increases.

Exercise

Write a short shift note after the first 30 minutes of monitoring:

Platform:
Quotes:
Bridge:
Exposure:
Open incidents:
Current priority:
Next review time:

Practical Training

Scenario:

At shift start, the previous handover says Quote Source B had intermittent latency. Current platform status is normal, but XAUUSD spread is wider than usual during an active session.

Dealer should:

  • Verify current quote status.
  • Check Bridge queue and trade log.
  • Compare Client Terminal chart behavior.
  • Record whether client impact is visible.
  • Notify Shift Leader if the condition persists or worsens.

Summary

Good daily operations are built from rhythm. A reliable Dealer checks the right things at the right time, records material changes and keeps the next shift informed.

Completion Criteria

  • Can explain the key risk or operational objective of this lesson
  • Can identify the required systems, data, or evidence to review
  • Can describe the correct escalation or handling process
  • Can apply the lesson correctly in a supervised scenario