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Quick Reference

First 5 Minutes

  1. Read handover. 2. Open the dashboard. 3. Check connections. 4. Scan symbols. 5. Confirm order flow. 6. Check Calendar and Firing alerts.

Normal vs Needs Review

View Normal cue Needs review
Connection Status Connected; fresh heartbeat Disconnected; ageing heartbeat; repeated reconnect
Symbol Overview Updating Bid/Ask; plausible spread Stopped/stale row; isolated jump; persistent widening
Client Stream Reconciles with configured context Missing, stale or unexplained client-specific divergence
Decision Stream Continuous, coherent records Clustered rejection/timeout; missing/delayed record
Calendar Current approved window and clear owner Missing/conflicting time, timezone or reminder

Evidence Minimum

Record what, where, when, scope, evidence, current impact, owner and next review time.

Escalation Message

At [time], [confirmed observation] affected [scope]. Checked [evidence]. Current impact is [impact/unknown]. [Owner] is reviewing. Next update at [time].

Authority Reminder

Dealer: identify, verify, preserve evidence, escalate, follow up, validate approved results and hand over. Controlled actions may only be performed by personnel explicitly authorised for the specific action.