This document is a comprehensive trainer's guide for a one-day instructor-led training course on a product's content and navigation, detailing prerequisites, course objectives, and structure. It includes module activities, participant objectives, and trainer notes to facilitate teaching various components of the product, covering topics like target markets, product solutions, flex quotes, and news retrieval. Key recommendations for training delivery, including interactive exercises and visual aids, are highlighted throughout the guide.

1. NAME OF PRODUCT
And COURSE
Trainer’s Guide
Version 1.8
Duration of ILT Course: 1 Day

2. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 2 of 9
Course Details
Course Name PRODUCT Content & Navigation
Duration 1 Day
Pre-requisites User must have a PRODUCT login ID and password.
Pre-work Process for communication N/A
Task N/A
When completed N/A
Document Control
Document created by David.Quackenbush
Date Aug, 15 2013
Version 1.5
Location 3 Times Square New York NY
Trainers David Quackenbush
Previous Version Log Version number Date Change Overview
1.0 July 21
1.3 Aug 11
1.5 Aug 15
Legend
Activities Highlight all activities GREEN
Visual Aids Highlight all visual aids PINK
Important points Highlight all important points YELLOW
Discussion topics Highlight all discussion topics GRAY
Demonstration Highlight all demonstrations RED
Handouts Highlight all handouts BLUE

3. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 3 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
Welcome/Agenda/Objectives Wall Charts Participant Gd
Objective
4-Mat Content Trainer’s notes
Welcome. Greet the class participants and determined that they are in
the correct course. PRODUCT for content and navigation.
Icebreaker. Possible a icebreakers are to introduce individuals and have
them explain the current job role and the previous job role before the
PRODUCT merger. This icebreaker will lead in to the PRODUCT
solutions exercise for the first module. Since the first module will cover
workspaces and work flows, the instructor should request participants to
give examples of the types of clients that they service.
Objectives.
Identify the Target Markets & Audiences and recommend the
appropriate PRODUCT product for each.
Demonstrate common functionality, navigation & content for the
PRODUCT suite of products
Deliver an ‘Elevator Pitch’ style demonstration on PRODUCT
Agenda.
Client Segments or Target Markets
PRODUCT Solutions
Components of the Workspace
Navigating in PRODUCT
Customizing -Fixed Services, Desktop Services, Pages & Groups
The Flex Monitor
News in PRODUCT
The Charting Service
Workspaces for Client Roles
Connect. For the connect the instructor should create a flip chart sheet
to hold the concerns and expectations for each of the participants
dispense Post-it notes to list their individual concerns and expectations
and post them on the wall
Recommendation for the
agenda - individual placards
posted on the wall in the
correct order of the modules.
Recommended to include
breaks and lunch times as
individual placards.
Good Idea to explain that the
Trainer understand the desire
to ask questions that come up
during each module – like
entering a symbol with an
exchange code
However, participants should
write the question down to ask
it at the end of the module.
Chances are it will be covered
in the module or a future one.

4. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 4 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
Target market and work flows Matching Cards/Charts Participant Gd
Objective
After completing this Module/Topic the participant should be able to match the PRODUCT Segments to the Target
Market/job role that directly relates to each segment.
4-Mat Content Trainer’s notes
Why
What
How
To
What
If
Ask Participants – Why is it necessary to associate a job role to a specific
segment of the client market?
Ask participants if they believe that the job roles will be different in the
target markets for Company products as they are in the target markets for
Thomson products. Allow a short time for discussion then begin the
exercise.
Use details as laid out in the document Exercise 1 to have participants
assign the job roles to the Thomson segments. The exercise details
examples of where the job roles should fall in the Thomson segments.
The cards and placards will be arranged by the individual participants or
teams.
Pose this question to the participants “Can you think of any job roles as
we use them for Company products that do not fit into the segments as
they're used for the Thomson products?”
Allow for a short discussion and encourage explanations for the examples
given.
Use the Company Family of
Products table in the
Participant Guide to illustrate
how Company segments
clients.
This will work to show the
contrast with the Thomson
Segments being done with the
Workspaces instead of
Products.
NOTE – be sure to explain that
PRODUCT is one product that
provides workspaces (files &
Services) that meet the
segments needs. Company
has multiple products for
multiple client
segments/families.

5. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 5 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
PRODUCT Solutions Exercise Participant Gd X X X X X X X
Objective
After completing this Module/Topic the participant should be able to list the differences between thick and thin net -
- logon to the thin net application -- identify workspaces for job roles.
4-Mat Content Trainer’s notes
Why
What
How
To
What
if
The login used by internal users of PRODUCT is a Sales Demo log in and
provides access to all the workspace available for the individual
workflows/job roles. It will be useful for participants to quickly identify the
workspace for the client they are currently working with.
Instruct participants the purpose of the module will be to compare existing
Company products with existing PRODUCT workspaces.
Answer questions in participant guide. Participants can fill in the table with
their own idea of the services or products available from Company that
meet the same needs that the Thomson workspace meets. The
completed participant guide with the answers will include options for each
of the segments in the table.
Propose to the participants that there may be a workspace that does not
directly associate to a product or service available from Company. Ask
them what they would do for the client to meet the needs that is not met
by the Company product.
ANS – suggest contacting the Acct Mgr for other products that will meet
the clients needs fully.
Participants are required to
have their own login ID and
password.
However training IDs are
available if needed.
The website access to the thin
net client for PRODUCT is.
https://webaccess.thomson.com/C
itrix/MetaFrame/auth/login.aspx
This should be pre-loaded on
the training workstations.
The table exercise on page 3
should be filled in by the users
as best as they can with the
examples listed in the
participant guide. Not all
columns need to be filled is as
not all Client Trainers use all
products.

6. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 6 of 9
Objective After completing this Module/Topic the participant should be able to Create, Edit and Delete Groups & Pages
4-Mat Content Trainer’s notes
Why
What
How
To
What
if
Groups & Pages are a major Navigation function in PRODUCT and are
used in all the Workflow specific workspaces. The participant will need to
use this functionality to help customize the users workspace.
The Workbook area is the portion of the Workspace where you create
saved pages. It can be easily identified by the row of page tabs across the
top. It is the most frequently used part of the Workspace.
DEMO - - Add a page to an existing group- From the File menu, choose
New Page. In the Name text box, type a page name that will appear on
the Page tab. Double-click on a folder, drag and drop the desired
service(s) into the page.
DEMO -- From the Edit menu, choose Organize Groups and Pages. Click
ALL. Click Create Group. Type a name for the button and press ENTER.
Add a page to the New Group: Use New Page from Edit menu. Open the
folder containing the service. Double Click on the desired service. Click
OK.
DEMO -- Organize Groups & Pages; Edit>Organize Groups & Pages -
reposition the folder in the list, click on the new folder, then click Move Up
or Move Down or drag and drop to reposition. The same functions works
for the pages in the list.
Instruct Participants to Answer questions in Participant Guide
The Client wants to change the color of a Navigation toolbar button.
ANS - Click on the desired folder (in Organize Groups & Pages) and clear
the Use Default box. Select a color from the Foreground drop-down.
Select a color from the Background drop-down.
The Client wants to add sub menus similar to Tools groups.
ANS - Organize Groups & Pages > Click to expand the Group> click
Create Group then add pages as above.
BEFORE the demo for Pages
explain that the Workbook
area is the portion of the
Workspace where pages are
created. It can be identified by
the row of page tabs across
the top.
Groups & pages is a tool that
works on the same principle as
the file cabinet and file drawer
example.
While Demonstrating how to
Edit Groups & Pages include –
Distribution Channel – in the
Edit Page. Click Details. Click
in the Distribution Channel
column and assign the same
letter to the services you want
to update with the same
symbol. For example, set two
of the services on a Workbook
page to channel A and two of
the services to channel B.
To carry over symbols
between Workbook pages and
Fixed Services, click in the
Distribute Symbol To Fixed
Services box.

7. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 7 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
Quoter Hands On Workstation Participant Gd X X X X X X X
Objective After completing this Module/Topic the participant should be able to add, delete and customize a Flex Quote
4-Mat Content Trainer’s notes
Why
What
How
To
What
if
Flex quote is likely to be the one of the most frequently used service in
PRODUCT. The participant must be aware that this service will be one of
the first ones that a new or a migrating user will ask about.
Flex Quote is a quote display that allows you to build your own layouts.
You determine which data fields appear and where they are placed. Flex
Quote supports all international symbol types, and updates in real time.
How is this function useful to clients?
DEMO -- for most default workspace is the flex quote is already in fixed
services to access a quote on a symbol type, the symbol press enter.
DEMO -- Right-click in Flex Quote > Customize layout. Select an
instrument type, layout format number, label/data alignment and margin
from the drop-downs.
DEMO -- Change a data field, click on a field > click the new field name.
To add a blank data field, click on a field, and then click <Empty>. To
delete a data field, click on the field and press Delete.
DEMO - -To merge fields within a row, click the first field, press and hold
the <Shift> key, and click an adjacent field(s). > Right-click in the
highlighted cells and choose Merge cells. To split a merged field, right-
click on the field > Break merge.
Return to the default settings for an instrument, click Load Default.
Instruct Participants to Answer questions in Participant Guide.
The clients wants to create another layout, how does he make a new
layout for another instrument type?
ANS -- Select a different layout from the Layout format drop-down and
make new layout choices.
NOTE -- Flex Quote lets you
create three different layouts
for each instrument type.
Layout1 is default for NYSE,
Layout2 for London SE,
Layout3 Hong Kong SE
Use the Available data fields
drop-down to list fields by
category.
Remind participants to use F1
to help find lists to answer the
questions in this exercise.
Teach back is a good review
for this module.

8. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 8 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
Monitor & Alerts Hands On Workstation Participant Gd X X X X X X X
Objective
After completing this Module/Topic the participant should be able to create, edit, delete, Lists, Layouts and Groups
in the Flex Monitor.
4-Mat Content Trainer’s notes
Why
What
How
To
What
if
The Flex Monitor helps users to monitor and manage lists of symbols
portfolios and indexes. Participants need to be familiar with the flex
monitor, because clients will frequently ask how to use and manage it.
Flex Monitor creates and displays different lists of trading instruments,
which can be saved, retrieved for future use, and shared. Lists can mirror
individual customer portfolios, baskets or industry groups.
DEMO -- Symbol lists Right-click in Flex Monitor > Symbol List > New.
Type a name for the new symbol list and click OK. To enter Symbols click
on a cell and type symbol. Drag symbol from another service.
DEMO -- Layouts for lists create, edit and delete. Delete allows you to
delete only the lists you created. Customize allows you to customize the
list of layouts in the drop-down.
DEMO -- List Manager - symbol lists manager allows you to create edit
delete and share lists, all-in-one pop-up window tool/service.
DEMO – Group Headers for sections in the monitor. Right-click in the row
immediately below where group header will appear. Choose Group >
Insert. Name the group header. Enter symbols. To rename a group
header Right-click on header > Group > Rename.
Move a group header Drag and drop header to new location. If dropping
in an active row click Yes to confirm replacement.
Delete a group header Right-click on header > Group > Delete.
Participants should do the exercises in the flex monitor module here,
including create a new symbol lists and import and sharing. However,
they should stop before going on to alerts.
How would the client copy a symbol list?
ANS -- If symbol list tabs are activated in Properties, copy a symbol list by
right-clicking its tab and clicking Save As.
Use this opportunity to
compare the Flex Monitor with
similar services in Company
Products.
It is not necessary to include
information about portfolio
warehouse. This topic will be
covered in the workflow
classes.
Flex monitor holds 1024
instruments per list. This is a
question in the participant
guide. It will probably come up
before participants get to the
exercises.

9. Trainer’s Guide
© 2002 – Company Global Learning Platform Page 9 of 9
Duration Title of Module /Topic Activity
Visual
Aids
Reference
Materials
4-Mat Quadrant Modalities
Why
What
How
Whatif
Visual
Auditory
Kinesthetic
News Hands On Workstation Participant Gd X X X X X X X
Objective
After completing this Module/Topic the participant should be able to search and retrieve news stories using
symbols, news codes and keywords.
4-Mat Content Trainer’s notes
Why
What
How
To
What
if
PRODUCT Equity delivers reliable, timely news continuously. The
Scrolling Headlines window is a continuous display of headlines. Users
will need timely and relevant news throughout and beyond the trading day
to perform their duties.
Scrolling Headlines provides a continuous display of headlines from all
entitled news services, including DJ and Company News. News service
allows searching by symbol, category or keyword text.
DEMO – Scrolling headlines using the fixed service. Show the right click
properties to view properties for color and font. Also give an example of
News Sources and Codes to filter the service.
DEMO – News (or Co. News from the Trading Group, Co. News Page)
The Search tool should be demonstrated including; Symbol option allows
the user to choose the type of symbol e.g. Equity Preferred. Codes can
be looked up directly from the link for the Codes input box.
 Using AND in a search retrieves stories for all symbols/codes/text
entered
 Using OR in a search retrieves stories for either of the
symbols/codes/text entered
Date range can be customized or set to preset time frames.
Sources work the same as in Scrolling Headlines.
A client has created a detailed search using multiple search functions and
is concerned he may not remember how he did it if he needs to replicate.
The user can Save searches using the SAVE button. The saved searches
are stored in the users workspace for later use.
This module is a great
opportunity to show the
similarities between Thomson
and Company service e.g.
Scrolling Headlines & News
functionality
A list of codes can be found in
the Help index for news.
Remember to reinforce click
the service and using the F1
key to access the Help for that
service directly.