1. Before the session (trainer)

• Every person has a MERLIN account with the right role (Admin tools > User Management). Roles: Administrator, Parts & Engines Senior, Sales Full, Parts Specialist, Engine Specialist, Query Only.
• Everyone has an authenticator app on their phone, ready to scan the QR code at first sign-in.
• Everyone has signed in once with password and 6-digit code. Sign-in problems go to Steven (sstoddartit@gmail.com).
• Check the Start here panel on each person's dashboard shows steps that match their role. If a step they need is missing, they are missing a permission: fix it in User Management.
• Sakina (compliance) has Manage Compliance switched on. Only people with it can press the sanctions Sync buttons.

2. Session plan (about 95 minutes)

Min	Topic	Show, then let them do it
10	Sign in and the dashboard	Password, then code. The Start here panel. What's New. How to send feedback.
5	The new look	Light and dark mode (button in the top bar). The banner at the top of each page. About & Heritage in the sidebar. Hide the dashboard banner if it is in the way.
15	Parts Search	Search a part number. Read stock, condition and location. Open a result.
15	Email Assist and Quote Assist	Paste a real enquiry. Check the parts it found. Draft a reply. Start a quote.
20	Compliance	Screen a company (Due Diligence). Then the Compliance Check screen: BLOCK, REVIEW, CLEAR. What to do with each.
10	Opportunities	Due to reorder and Gone quiet. Copy draft. Open the customer 360.
10	Role-specific screens	Engines, Dispatch, FMV, Market Intel, Admin tools. Only what that person's role can see.
10	Wrap-up	Tick the sign-off list. Everyone submits one piece of feedback in Feedback & Bugs.

3. Hands-on exercises

Each exercise has a task, where to go, and what the person should see. If they do not see it, note it in Feedback & Bugs while you are in the room.

Everyone

Task	Where	You should see
Sign in with password and code	eal-merlin.co.uk	The dashboard with a Start here panel.
Look up a part number you know	Parts Search	Stock lines with condition, quantity and location. Open one for the detail.
Read What's New and open one entry	Dashboard, What's New	A pop-up with how to use that feature.
Switch to dark mode and back	Top bar, Light / Dark button	The whole platform changes colour and remembers your choice next time.
Send one piece of feedback	Feedback & Bugs	Your note in the list.

Sales and parts staff (Sales Full, Parts & Engines Senior, Parts Specialist)

Task	Where	You should see
Paste a real customer enquiry	Email Assist	Part numbers pulled out, stock checked, a draft reply.
Start a quote from that enquiry	Quote Assist	A quote with a reference you can track to won or lost.
Screen the customer before quoting	Compliance > Due Diligence	CLEAR, or a match that must go to Sakina.
Run a Compliance Check for a customer, a destination and two part numbers. Add an aircraft registration such as EP-GOL once, to see a BLOCK.	Sales > Pre-sale compliance check (click Sales to open the group)	A BLOCK / REVIEW / CLEAR answer, a record number, and the row in Recent checks.
Find someone to call	Sales > Opportunities	Due to reorder and Gone quiet lists. Use Copy draft, then open the 360.
File a trace document (any PDF) against a part number and serial, then find it again and open it	Parts > Trace Vault	The document in the list under Find documents, and it opens when you press Open.
Check a CFM56 HPC blade before quoting	HPC Blade Check	A green or red answer.

Engine staff (Engine Specialist, Parts & Engines Senior)

Task	Where	You should see
Find an engine by ESN or model	Engine Inventory	The engine card and its detail view.
Look up a Rolls-Royce part	EIPC Catalogue	Parts by engine type and ATA chapter.

Compliance (Sakina and anyone with Manage Compliance)

Task	Where	You should see
Look at how the sanctions lists update	Audit Log, filter SANCTIONS_SYNC	A row per list, twice a day, with added, removed and skipped counts. Any problem shows after ERRORS.
Run the sync by hand	Compliance > Entity List, Sync buttons	A summary: added, switched off (delisted), skipped.
Review a flagged customer	Opportunities, held-back list	Customers whose name may match a sanctions entry. Decide, then record it.
Review past checks	Compliance check > Recent checks	Every check with who ran it, the result and the reason.

Administrators

Task	Where	You should see
Look at the stock feed and download the CSV. Check there are no prices in it.	System > Stock Feed	Part number, description, condition and quantity only.
Create a feed token for a test partner, copy it, then revoke it	System > Stock Feed	The token is shown once. After Revoke the row shows Revoked.
Hide a wrongly filed trace document	Parts > Trace Vault	It leaves the list. The action shows in the Audit Log as TRACE_DELETE.
Check who is using the platform	System > Usage	Active, light, dormant and never-used accounts.
Change someone's access	Admin tools > User Management	Their Start here steps change after their next sign-in.
Reset someone's authenticator	User Management	They scan a new QR code at next sign-in.

4. Rules to remember

5. What is not ready yet (tell the room honestly)

6. Sign-off (one per person)