Run Contact Center Clean Desk Compliance Audit — Free

Inspection Scope and Station Identification

Inspection area and shift identified

Record the contact center area, team, and shift being inspected.

Number of agent stations included in this audit

Enter the total number of workstations observed during the walk-through.

Stations handling card data included in scope critical (required)

Confirm that the inspection covers stations where payment card data is handled or visible.

Yes No N/A

Desk Surface and Workstation Cleanliness

No loose paper, sticky notes, or written customer information left at station critical (required)

Verify that no paper records, notes, printouts, or visible customer information remain on the desk or in immediate reach.

Yes No N/A

Photo evidence (optional)

No pens, markers, or writing instruments left unattended at station critical (required)

Check that writing instruments are removed from the workstation when not in active use.

Yes No N/A

No notebooks, binders, or scratch pads left open or accessible

Confirm that notebooks and similar materials are stored away and not exposing sensitive information.

Yes No N/A

Desk surface free of visible confidential information critical (required)

Verify that no customer account data, cardholder data, or internal confidential notes are visible on the workstation.

Yes No N/A

Electronic Devices and Removable Media

No mobile phones left on the workstation critical (required)

Confirm that personal or unauthorized mobile devices are not present at the agent station.

Yes No N/A

No USB drives, memory cards, or other removable media present critical (required)

Check for removable media that could store or transfer sensitive information.

Yes No N/A

No unauthorized cameras, smartwatches, or recording devices in use at station

Observe whether any device capable of recording or transmitting data is present in a way that conflicts with policy.

Yes No N/A

Headsets, monitors, and approved equipment are the only items left in place

Verify that only approved operational equipment remains at the station.

Yes No N/A

Storage, Disposal, and End-of-Shift Controls

Approved storage location available for papers and supplies

Confirm that secure storage is available for any authorized materials that must remain on site.

Yes No N/A

Shred bins or secure disposal containers accessible critical (required)

Verify that confidential paper disposal is available and clearly designated.

Yes No N/A

End-of-shift clean desk process posted or communicated

Check whether agents have visible guidance or routine reminders for clearing the station before leaving.

Yes No N/A

Findings and Corrective Actions

Deficiencies identified during inspection

Summarize any non-conformances, including station numbers and observed items.

Immediate corrective action taken

Document any items removed, secured, or escalated during the inspection.

Photo evidence captured for deficiencies

Attach photos of any observed deficiencies or non-conforming stations.

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Run: Contact Center Clean Desk Compliance Audit

Inspection Scope and Station Identification

Desk Surface and Workstation Cleanliness

Electronic Devices and Removable Media

Storage, Disposal, and End-of-Shift Controls

Findings and Corrective Actions

Get your results