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Client software access recertification

Use a quarterly client-system access review to create an approved access list and a verified change record. The design keeps source references, uncertain matches, and approval decisions visible to the responsible accountant. It coordinates an administrative handoff with version checks and an exception queue. Revocation requires explicit authorization and an operational impact check.

Planning workbook. This file helps you document a process. It does not connect to accounts, read records, send messages, or complete external actions. It works offline and sends no entries anywhere. Entries are not saved automatically; export or print a copy before closing. Avoid entering sensitive information.

1. Define the starting point

Start with a quarterly client-system access review. A successful handoff produces an approved access list and a verified change record. Define the accountable owner before connecting systems. Revocation requires explicit authorization and an operational impact check. A source event is a request to evaluate the current state; it is not permission to make an irreversible change.

Process owner and backup rolesWhat will count as complete?

Current handling time and exceptions

2. Walk through the process

1. Inventory approved connections

List scoped user accounts, integration identities, tokens, and their owners without exporting secrets.

We have defined the owner, required information, and completion check for this step.Step 1 working notes

2. Compare active engagement needs

Check current staff assignments and the least permissions required for each service.

We have defined the owner, required information, and completion check for this step.Step 2 working notes

3. Flag stale access

Identify departed staff, unused keys, shared accounts, and owners who cannot be confirmed.

We have defined the owner, required information, and completion check for this step.Step 3 working notes

4. Review the change plan

The engagement owner and administrator approve removals, replacements, and rotation windows.

We have defined the owner, required information, and completion check for this step.Step 4 working notes

5. Verify continuity

After authorized changes, test permitted access and record that the old access no longer works.

We have defined the owner, required information, and completion check for this step.Step 5 working notes

3. Check the information

Use invented references in this worksheet. Keep real documents and personal records in an appropriate private system.

Reference field	Working record	Check
system_id	system_id	Resolve the stable source reference in the correct client, entity, and engagement.
principal_id	principal_id	Resolve the stable source reference in the correct client, entity, and engagement.
credential_owner	credential_owner	Use the authorized owner or reviewed decision; unknown values stop the handoff.
review_decision	review_decision	Use the authorized owner or reviewed decision; unknown values stop the handoff.

Source of truth and access boundaries

4. Verify the process

Use synthetic examples. Mark a check only after recording what actually happened.

An ownerless integration is flagged.A planned revocation includes the affected workflow owner.A repeated source event creates only one current review task.A changed source version invalidates an earlier approval.A named person can resolve an unclear or incorrect result.Work stops when the task is complete, withdrawn, or outside the agreed scope.A duplicate or interrupted handoff can be recovered without repeating a consequential action.Expected result, observed result, and recovery notes

5. Decide the next step

Your smallest reversible pilotReview date and decision

Retain qualified professional review for legal, accounting, tax, medical, financial, or other consequential decisions. This workbook does not certify compliance or guarantee results.