---
title: "Customer Tip: Create a Daily Key Control System Checklist"
description: Spending a few minutes on these tasks every day will help your key management be more effective.
image: https://blog.keytrak.com/hubfs/Close-up%20of%20checklist%20against%20wood%20background%20%5B908859348%5D.jpg
---

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# Customer Tip: Create a Daily Key Control System Checklist

![author icon](https://cdn2.hubspot.net/hubfs/448674/icon%20user-022794-edited.png) By [KeyTrak](https://blog.keytrak.com/author/keytrak) ![tag icon](https://cdn2.hubspot.net/hubfs/448674/icon%20tag-085511-edited.png) [reports](https://blog.keytrak.com/topic/reports), [customer tip](https://blog.keytrak.com/topic/customer-tip), [data recovery](https://blog.keytrak.com/topic/data-recovery), [general](https://blog.keytrak.com/topic/general)

There’s a reason — several, in fact — some of the [most successful leaders use checklists](https://www.hartfordbusiness.com/article/seven-management-benefits-of-using-a-checklist). Not only do they help you stay organized, they also help you delegate and achieve excellence. The same principles apply to effective key management.

With a small daily time investment in your KeyTrak system, you can save time in the long run and prevent hours of headaches in the future. Use the checklist below as a starting point and feel free to customize it for your organization. There are some tasks you should perform throughout the day and others you only need to handle at the end of the day. Once you get into the habit of using this checklist, it’ll become second nature.

## Throughout the Day

### Inspect the Drawer(s)

 

Log in, open each drawer, and quickly scan the contents to make sure all keys are properly attached to the tags and all tags have been returned to a slot.

### Check the System Summary Screen

 

Check the System Summary screen for an at-a-glance overview of recent key and user activity. This screen is continuously displayed at the bottom of the main screen, making it easy to keep tabs on system transactions.

 

### Review Automatic Email Reports

 

If you haven’t already, consider setting up automatic email reports so you can conveniently monitor system activity from your desk.

 

### Pay Attention to Pop-up Messages

 

If a pop-up message appears on the screen, don’t ignore it. Be sure to follow any instructions it includes. Users should be trained to contact a system administrator, their manager, or KeyTrak support if they encounter an issue.

## At the End of the Day

 

### Ensure All Keys Have Been Returned to the System

 

Making sure all keys have been returned to the system at the end of the day helps prevent security breaches. Use the System Summary screen to quickly see how many keys are checked out.

 

### Run Keys Out and Tag Inventory Reports

 

If you see that keys are still checked out of the system at the end of the day, run Keys Out and Tag Inventory reports to see which keys haven’t been returned and which users checked them out. Keep reports on file for at least 90 days in case you need them to investigate an incident.

 

### Perform a Backup

Back up the system via an external media device or [KeyTrak Cloud Backup](http://keytrak.com/company/support/extended-support/cloud-backup-and-recovery?utm_source=KeyTrakBlog&utm_medium=social&utm_campaign=DailyChecklist) and ensure you have a [data recovery plan](https://blog.keytrak.com/customer-tip-make-sure-your-key-control-can-withstand-a-disaster). This ensures that in the event of an event such as a power outage, you’ll have a map of each drawer’s contents.

 

![Graphics showing key control checklists for throughout the day and at the end of the day](https://blog.keytrak.com/hs-fs/hubfs/Checklist%20(3)-1.png?width=1040&height=474&name=Checklist%20(3)-1.png)

If it’s not possible to complete all these steps personally, whether you’re going to be out of the office or the business closes after you’ve left for the day, you can [share any or all of these tasks](https://blog.keytrak.com/2014/04/how-to-safely-delegate-keytrak-system.html) with a trusted system administrator.

Taking a few minutes every day to go through your checklist and monitor your KeyTrak system will help your business be secure, efficient, and successful.

 

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[NEXT POST](https://blog.keytrak.com/2019/06/is-your-dealership-inviting-organized.html)

## Related posts

#### [Customer Tip: 10 Spring Cleaning Strategies to Optimize Your Key Control](https://blog.keytrak.com/customer-tip-spring-cleaning-strategies-to-optimize-your-key-control)

#### [Customer Tip: Essential System Tasks You Can’t Put Off](https://blog.keytrak.com/customer-tip-essential-system-tasks-you-cant-put-off)

#### [Customer Tip: Optimize Your Key Control System From A to Z](https://blog.keytrak.com/customer-tip-optimize-your-key-control-system-from-a-to-z)

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