Customer Monitoring Checklist Form
Complete this Customer Monitoring Checklist Form to track key monitoring tasks and record observations for each customer interaction.
Customer Name
*
First Name
Last Name
Customer ID or Reference Number
Date of Monitoring
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Monitoring Conducted By (Staff Name)
*
First Name
Last Name
Is the customer account active?
*
Yes
No
All required documentation on file?
*
Yes
No
Any unusual activity detected?
*
No
Yes (specify below)
Key Observations
Follow-up Actions Needed
Next Monitoring Due Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit Checklist
Should be Empty: