Contact Center Compliance Monitoring Checklist
Use this checklist to monitor and document contact center compliance during call reviews. Complete all fields for each monitored interaction.
Date of Monitoring
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Agent Name or ID
*
Interaction/Call ID
*
Call Type
*
Please Select
Inbound
Outbound
Follow-up
Escalation
Other
Channel
*
Please Select
Phone
Chat
Email
Social Media
Other
Compliance Checklist
*
Proper greeting and identification
Verified customer identity as required
Adhered to call script/policy
Provided accurate information
Handled sensitive data appropriately
Closed call professionally
Non-Compliance Issues Observed
Overall Compliance Status
*
Compliant
Partially Compliant
Non-Compliant
Reviewer Summary/Comments
Follow-up Actions or Recommendations
Submit Checklist
Should be Empty: