Skip to content
English
Get More Help
InstaKey Website
  • There are no suggestions because the search field is empty.

What Should I Review in SecurityRecords During an Annual Program Review?

Use this checklist to assess program health, prepare the budget, and establish priorities for the coming year.

An annual program review creates a shared picture of performance and upcoming needs. SecurityRecords can support the review with dashboard trends, detailed reports, order records, location status, and key assignments.

  1.  Program Footprint
    • Compare total locations in your portfolio with installed and uninstalled locations within SecurityRecords
    • Confirm planned openings, closures, acquisitions, remodels, and conversions for the coming year
    • Use Location Administration to share a current location view
  2. Rekey Readiness
    • Review annual rekey volume and monthly pattern
    • Review Current Step distribution
    • Identify missing or incomplete rekey kit inventory
    • Discuss unusual rekey events and lessons learned in the prior year
  3. Key Accountability
    • Review Key Transitions and user activity
    • Run Active Key Issuance for the appropriate demographic
    • Confirm assignments, statuses, and key receipts are up to date
    • Schedule or evaluate physical key audits where appropriate
  4. Orders and Fulfillment
    • Review upcoming locations and confirm orders have been placed
    • Separate recurring purchases from one-time work
    • Use Order Turnaround to update lead-time expectations
  5. Freight and Expense
    • Review standard versus expedited freight
    • Identify preventable urgency and necessary emergency activity
    • Use Program Expense Summary for year-to-date order types and invoice totals
    • Use Closed Order Summary for combined operational context
  6. Upcoming-Year Planning
    • List known projects by quarter
    • Estimate materials, labor, freight, and contingency separately
    • Schedule recurring reports for stakeholders
    • Confirm the cadence for reviews with your InstaKey Account Manager
  7. Suggested Scheduler Package
    • Program Expense Summary for budget owners
    • Closed Order Summary for operational leaders
    • Location Administration for program and project teams
    • Active Key Issuance for teams responsible for key accountability.