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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.

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Clean Desk Policy & Privacy Citation and Commendation

Clean Desk Policy

This simple, easy-to-understand Clean Desk Policy was drafted by Paul Jarosz from the Chicagoland area.It's an ideal companion to his Privacy Citation and Commendation found below.It makes expectations regarding customer privacy abundantly clear.

Privacy Citation and Commendation

As a frustrated marketer, BOL user Paul Jarosz is always thinking about how to get attention for whatever compliance topic on which he?s dealing with employees.He fashioned his own privacy citation to provide a heads-up that a work area has been inspected.Since he believes in the carrot-and-stick approach, he not only created a citation form for when a violation is found, but also a commendation for when the employee is doing what is required.

You can also find more Privacy Police ideas on this Banker Tools page, and Privacy Police Sticky Notes in the Banker Store.

First published on 02/01/2009

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Filed under compliance as: 
Filed under lending as: 
Filed under operations as: 
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