Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
BOL User Jac Filer (aka JacFSB) has contributed an ATM checklist used primarily for branch and/or compliance staff to conduct periodic reviews of their ATMs. While general in nature, it includes questions on ADA, signage, security and transaction/compliance issues. While it is not network-specific the comment space at the bottom could accommodate any unique needs/features of a particular institution or ATM.
First published on 07/01/2013