Shift Operations

Shift operations combine the former shift-start checklist, daily monitoring rhythm, morning / middle / night shift SOPs and handover template into one workflow.

Shift Lifecycle

Stage	Required Standard
Shift start	Read handover, confirm open items, check platform access, quote status, Bridge, Exposure and event calendar
Live monitoring	Monitor quotes, charts, Bridge trade log, large orders, quick close-outs, rejects / timeouts, Exposure and client-impact signals
Event window	Increase review frequency and confirm approved controls, responsible person and next update time
Documentation window	Update required reports, market-watch records, swap / rollover notes or approved MT admin records
Shift end	Hand over unresolved items, evidence, responsible person, next action and next review time

Shift Start Record

Shift date / time:
Dealer:
Previous handover reviewed: Yes / No
Open incidents:
Current quote / chart status:
Bridge / platform status:
Exposure / concentration:
Event calendar:
Scheduled controls:
Priority symbols / groups:
Items requiring Shift Leader confirmation:
Next review time:

Live Monitoring Focus

• Quote freshness, spread, chart continuity and quote-source contribution.
• Bridge trade log, queue, rejects, timeouts, large orders and quick close-outs.
• Exposure direction, concentration, pending orders and event-window changes.
• Client complaints, disputed orders and material execution-quality changes.
• Data freshness for dashboards and reports.

Audio alerts and dashboard signals are prioritization tools. They mean “review this,” not “conclude this.”

Morning Shift Focus

Morning shift confirms post-close recovery and daily readiness:

• Market reopen and key chart status.
• Weekend / rollover / expiry items.
• Temporary plans or approved controls restored or closed.
• Negative balance or opening-gap exceptions.
• Daily report and morning briefing readiness.

Middle Shift Focus

Middle shift is the main continuity window:

• Live order flow and Bridge monitoring.
• Risk review and active account / group observations.
• Approved MT administration tasks.
• Daily documentation and market-watch / swap records.
• Responsible person for open items in the next shift.

Night Shift Focus

Night shift covers live monitoring, scheduled controls and post-close work:

• Quote, alert, order-log and account exception monitoring.
• Scheduled connection, report and control checks.
• Post-close gap, swap, margin and rollover review.
• Event or maintenance follow-up.
• Clear handover for morning shift.

Handover Record

Shift:
Outgoing Dealer:
Incoming Dealer:
Handover time:

System / platform status:
Quote / chart / Bridge status:
Exposure and concentration:
Open incidents:
Pending controls or changes:
Client-impact items:
Reports / reconciliation status:
Event or rollover items:
Responsible person / next action / next update:
Evidence location:
Incoming confirmation:

Handover Quality Rule

A handover is incomplete if any material open item has no responsible person, no next action or no next update time.