How to Run an Annual Credential Audit
A deeper, once-a-year review that goes beyond routine monthly and quarterly checks.
An annual audit is your most thorough internal review — a chance to catch anything routine checks might miss and to confirm your whole compliance program is still working as intended.
1. Review every employee and role, not just recent changes
Unlike a monthly or quarterly review that often focuses on what's changed recently, an annual audit is a good opportunity for a complete pass across every employee and role, catching anything that's been overlooked over time.
2. Confirm role requirements are still accurate
Roles and regulations change. An annual audit is a natural checkpoint to confirm your role-based requirement templates still reflect what's actually required, not what was required when you first set them up.
3. Do a data quality pass
Use the annual audit as an opportunity for the kind of data cleanup — inconsistent naming, missing dates — that's easy to defer during routine reviews but accumulates over a year.
4. Document the audit as a formal record
An annual audit is worth documenting more formally than routine reviews — what was checked, what was found, and what was corrected — since it's often the review most likely to be referenced later.