Module 4 — Shift SOP¶
1. Shift Start¶
- Review the previous handover and open incidents.
- Confirm MT4 / MT5, Manager, CRM, monitoring and reporting access.
- Check Symbol Overview, Connection Status, Decision Stream and Exposure.
- Confirm the current event calendar, holiday sessions and scheduled controls.
- Record unresolved items and agree the first review priority.
2. During the Shift¶
- Scan quote and connection health continuously.
- Review order-flow alerts, large orders and rapid-close activity.
- Recheck Exposure concentration and event risk at appropriate intervals.
- Preserve evidence before dashboards refresh or conditions change.
- Keep open incidents updated with owner and next review time.
3. Incident Handling¶
Detect → Verify → Preserve → Notify → Monitor → Close or Handover
If a controlled action is approved, the Dealer confirms that the authorised person performed it and verifies the visible result. The Dealer does not assume authority from the urgency of the incident.
4. Handover¶
Every open item must include:
- current confirmed status;
- affected system, symbol, account or time window;
- evidence already reviewed;
- owner and approval status;
- next action and next review time.
An important open item without an owner, next action or review time is an incomplete handover.
Shift-Start Checklist¶
- Previous handover read
- Core systems and access checked
- Quotes and connections checked
- Decision Stream and Exposure checked
- Calendar and scheduled controls checked
- Open items recorded and prioritised
Completion Criteria¶
- Can complete the shift-start checklist.
- Can follow the live monitoring rhythm without losing open items.
- Can produce a complete handover record.
- Can apply the lesson correctly in a supervised scenario.