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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 Checklist

BOL User Jan Hannon is sharing one of the tools she uses in monitoring compliance with her institution's Customer Information Security Policy.The tool is a "Clean Desk Checklist" and it is in Excel format.

Office spreadsheet icon Checklist - Excel
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First published on 06/01/2005

Filed under: 
Security
Compliance
Filed under compliance as: 
Identity Theft
Information
Filed under security as: 
Information
Identity Theft

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