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Clear Desk and Clear Screen Policy Template (ISO/IEC 27001 A.7.7)

Clear desk and clear screen rules, enforced lock settings, printing, meeting rooms, hot desking, home and travel, sweep checks, metrics, worked results

ISMS và ISO/IEC 27001Đầy đủISO/IEC 27001:2022 + Amd 1:2024 A.7.7 (cited only); ISO/IEC 27002:2022cleardeskscreenpolicy
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Cách dùng: Use it for every office-based, hybrid or remote organization. Fill the enforced screen lock settings first with the values device management really applies, then the human rules. The main pitfall is rules without checks: auditors ask for the last sweep and what happened to its findings.

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Clear Desk and Clear Screen Policy: [Organization name]

Topic-specific policy that sets the rules for keeping paper, removable media and screens free of unattended information at desks, in shared spaces, at home and while travelling, and for checking that the rules are followed. It supports ISO/IEC 27001:2022 + Amd 1:2024 Annex A control A.7.7 (clear desk and clear screen), with implementation guidance in ISO/IEC 27002:2022. Replace every [bracketed] value and every row marked Example.

Document control

FieldValue
Document IDDOC-ISMS-056
Version[1.0]
Status[Draft / In review / Approved / Superseded]
Owner[@isms-manager]
Approvers/reviewers[@ciso], [@head-of-facilities], [@it-endpoint-lead], [@hr-lead]
Last updatedYYYY-MM-DD
Classification[Internal]
Standard and editionISO/IEC 27001:2022 + Amd 1:2024, Annex A A.7.7; ISO/IEC 27002:2022
Next scheduled reviewYYYY-MM-DD (at least annually)
Applies toAll personnel, contractors and visitors using organization information
Parent policiesDOC-ISMS-001 Information security policy; DOC-ISMS-055 Physical security policy
Related documentsDOC-ISMS-054 Remote working policy; DOC-ISMS-058 Endpoint and BYOD policy; DOC-ISMS-042 Information labelling and handling procedure

Approvals

RoleNameDecisionDate
Policy owner[@isms-manager][Prepared]YYYY-MM-DD
Endpoint management[@it-endpoint-lead][Confirmed technical settings]YYYY-MM-DD
Top management[@coo][Approved]YYYY-MM-DD

Revision history

VersionDateAuthorChange
1.0 (Example)YYYY-MM-DD[@isms-manager]First issue
1.1 (Example)YYYY-MM-DD[@isms-manager]Hot desking rules added after move to a flexible office; check frequency changed to monthly

Contents

  1. Purpose and scope
  2. Principles
  3. Clear desk rules
  4. Clear screen rules and enforced settings
  5. Printing, copying and scanning
  6. Meeting rooms, whiteboards and shared spaces
  7. Hot desking and flexible offices
  8. Home working, travel and public places
  9. Roles and responsibilities
  10. Checks, findings and metrics
  11. Non-compliance and exceptions
  12. Size tiers
  13. Records and evidence
  14. References

1. Purpose and scope

This policy makes sure that nobody can read, take or photograph organization information simply because it was left in view: on a desk, a screen, a printer tray, a whiteboard or a removable device, at any time of day. It applies to:

  • every site in the site register of DOC-ISMS-055;
  • home offices and any other place where personnel work remotely;
  • all devices used for organization work, including managed laptops, phones, tablets and approved personal devices (DOC-ISMS-058);
  • paper, notebooks, removable media, access badges, keys and hardware security tokens.

2. Principles

  1. Leave nothing readable behind. When you step away, what you leave on your desk or screen must be safe for anyone passing to see.
  2. Lock it, take it or shred it. Information you are not using is locked away, carried with you or securely destroyed.
  3. Classification decides. Rules apply to anything classified Internal or higher under the data classification policy (data/data-classification-policy).
  4. Technology first, habits second. Screens lock automatically and printers hold jobs until you are there. Habits cover what technology cannot.

3. Clear desk rules

Rule IDRule
CD-01At the end of the working day, desks are cleared of all papers, notebooks and removable media classified Internal or higher.
CD-02When leaving the desk for more than [15 minutes], put Confidential and Restricted papers and media in locked storage or take them with you.
CD-03Every desk user has access to lockable storage (pedestal, locker or cabinet). Keys or locker codes are personal and not left in the lock.
CD-04Confidential paper that is no longer needed goes into locked confidential waste bins or a cross-cut shredder, never the general waste or recycling.
CD-05Passwords, recovery codes and PINs are never written on notes, desk pads or the underside of keyboards. Use the approved password manager.
CD-06Badges, keys and hardware security tokens are not left on desks. Carry them or lock them away.
CD-07Removable media in use is labelled according to DOC-ISMS-042 and locked away when not in use (see DOC-ISMS-055 section 10).
CD-08Laptops left in the office overnight are locked in storage or secured with a cable lock in Z2 or higher zones.
CD-09Post and deliveries containing information are collected promptly and not left in open trays in reception.

4. Clear screen rules and enforced settings

4.1 Enforced settings

SettingManaged laptops and desktopsPhones and tabletsShared and kiosk devicesEnforced by
Automatic screen lock after inactivity[5 minutes] (Example)[2 minutes] (Example)[5 minutes] (Example), session ends after [15 minutes]Device management (MDM) profile
Unlock methodPassword, PIN or biometric with fallbackPIN of at least [6] digits or biometricPersonal sign-in, no shared accountsIdentity provider and MDM
Lock screen contentNo message previews or calendar detailsNotification previews hidden on lock screenNo content shownMDM profile
Privacy screen filterRequired for staff who [handle Restricted information in public places]Not applicableRequired in Z1 public-facing areasAsset issue checklist

The endpoint and BYOD policy (DOC-ISMS-058) and the secure configuration baseline (DOC-ISMS-060) hold the full device settings. This table is the subset that clear screen depends on.

4.2 Human rules

Rule IDRule
CS-01Lock your screen every time you leave the device, even for a moment (for example Windows key + L on Windows, Control + Command + Q on macOS).
CS-02Close or minimise confidential documents and messages before sharing your screen in a call, and share a single window rather than the whole desktop.
CS-03Position screens so they cannot be read by visitors, through windows or by people behind you in public places.
CS-04Log out of shared devices and close browser sessions when finished.
CS-05Do not disable or work around automatic locking, for example with mouse-jiggler tools.
CS-06Turn off displays in meeting rooms and switch off conference room screens after presentations.

5. Printing, copying and scanning

  • Use secure pull printing (release by badge or PIN at the device) for all printing in shared spaces. Direct printing is allowed only for printers inside Z3 rooms.
  • Collect printouts, copies and scans immediately. Uncollected print jobs are deleted automatically after [24 hours].
  • Do not print Restricted information unless there is a business need approved by the information owner.
  • Scan-to-email sends only to the user's own organizational address.
  • Multifunction devices with internal storage are configured to overwrite job data and are sanitised before return to the leasing company or disposal (DOC-ISMS-057).
  • Staff clear the device output tray when they find abandoned output, placing it in confidential waste and telling the owner if known.

6. Meeting rooms, whiteboards and shared spaces

  • Wipe whiteboards and remove flip-chart pages after meetings that showed Internal or higher information. Photograph them to the team space first if the content is needed.
  • Remove papers, notebooks, badges and cables from the room. Facilities or reception check rooms booked by visitors after use.
  • Log out of meeting room devices and video conferencing accounts.
  • Do not discuss Confidential matters in kitchens, lifts or open areas where visitors can overhear.
  • Visitor-facing areas (Z1) hold no information above Public.

7. Hot desking and flexible offices

  • Hot desks are cleared completely at the end of each use, not only at the end of the day. Nothing is left overnight.
  • Personal lockers are assigned through [facilities booking system], with individual codes or badge access. Lockers are emptied when the holder leaves the organization.
  • Docking stations and monitors at hot desks do not store information. Users disconnect and take laptops with them.
  • Abandoned items found at hot desks at the end of the day are taken to [reception or security] and recorded in the lost property log. Information found is handled as a finding (section 10).
  • Coworking spaces and serviced offices count as public places for this policy: the rules in section 8 apply in addition.

8. Home working, travel and public places

  • At home, apply the clear screen rules and keep work papers out of sight of other household members and visitors. Lock devices when stepping away, even at home.
  • Printing at home is [not allowed / allowed only for Internal information when a cross-cut shredder is available]. Confidential paper goes back to the office for confidential waste.
  • In public places (trains, aircraft, cafes, coworking spaces), use a privacy screen filter for Confidential work, do not leave devices unattended and avoid calls that discuss Confidential matters.
  • Never leave devices, papers or media visible in a vehicle. Lock them in the boot only for short stops and never overnight.
  • Full rules for remote and travelling work are in DOC-ISMS-054 (isms/remote-working-policy).

9. Roles and responsibilities

RoleResponsibilities
Policy owner (ISMS manager)Maintains the policy, schedules checks, reports metrics, tracks repeat findings
IT endpoint managementEnforces and evidences the settings in section 4.1
Facilities and receptionProvide lockable storage, confidential waste bins and shredders; check visitor-booked meeting rooms
Line managersBrief their teams, act on findings, include repeat issues in performance conversations
Security champions or check teamCarry out clear desk sweeps and record findings
All personnelFollow sections 3 to 8, challenge colleagues politely and report found information

10. Checks, findings and metrics

10.1 Check method

  • Frequency: unannounced sweeps of each office floor [monthly] for the first year after issue, then [quarterly] when compliance stays at or above the target for three consecutive sweeps.
  • Timing: after working hours or during lunch, varied so that the pattern is not predictable.
  • Checkers: two people (a security champion and a facilities or ISMS team member). Checkers do not read documents beyond what is needed to judge classification.
  • What is checked: CD-01 to CD-09 and CS-01, CS-06, uncollected print, whiteboards and meeting rooms.
  • Remote check: the endpoint team reports [monthly] the percentage of devices with the enforced lock settings applied.

Restricted information found exposed is reported as a security event (DOC-ISMS-023) on the first occurrence, regardless of repeat history.

10.2 Metrics

MetricDefinitionTargetReported to
Clear desk compliance rateCompliant desks divided by desks checkedAt or above [95%]Steering committee (DOC-ISMS-007) monthly
Repeat finding ratePersons with 2 or more findings in 3 months divided by persons with any findingBelow [10%]Steering committee quarterly
Uncollected print jobsJobs deleted after the holding period per monthFalling trendISMS manager
Enforced lock coverageManaged devices with lock settings applied divided by managed devicesAt or above [98%]Measurement programme (DOC-ISMS-080)
Restricted exposuresFindings involving Restricted information0Management review

10.3 Worked example of sweep results

Sweep IDDateSiteDesks checkedCompliantFindingsCompliance rate
CDS-001 (Example)2027-01-14Head office, floor 31201021885.0%
CDS-002 (Example)2027-02-11Head office, floor 31181061289.8%
CDS-003 (Example)2027-03-16Head office, floor 3121115695.0%
Quarter total (Example)3593233690.0%
Finding by rule (Example, same quarter)Count
CD-01 papers left overnight14
CD-05 password written down3
CD-06 badge or token left on desk5
CD-08 laptop not locked away7
CS-01 screen unlocked4
Uncollected confidential print3
Total36

In this example, compliance rose from 85.0% to 95.0% over the quarter. The ISMS manager kept monthly sweeps, because the rule requires three consecutive sweeps at or above target before moving to quarterly.

11. Non-compliance and exceptions

  • First and second findings are handled by coaching and reminders. Repeated or deliberate non-compliance, or exposure of Restricted information through negligence, may be handled through the disciplinary process for security breaches (DOC-ISMS-052).
  • Exceptions (for example a laboratory where screens must stay unlocked for monitoring) are requested through security/security-exception-request (DOC-ISMS-122) with compensating controls such as restricted room access and a dedicated display account.
  • Recurring patterns are analysed as nonconformities with corrective action where they show a systemic cause (for example no lockers in a new area), using compliance/capa-nonconformity (DOC-ISMS-087).

12. Size tiers

TopicSmall: Quillmere Analytics LtdMedium: Quillmere Health SystemsLarge: Quillmere Group
Context46 staff, one office plus remote staff, mostly digital work320 staff, two offices, clinical customer data on screens in support teams2,400 staff, 6 sites in 4 countries, shop floors and OT control rooms
Main risksScreens on video calls, home working, few papersPrinted schedules with patient data from hospital customers, open-plan support floorsShared terminals on plant floors, engineering drawings, visitors in plants
EnforcementMDM lock settings, one shredder, lockers for hot desksPull printing, confidential waste service, pedestals at every deskGroup MDM baseline, kiosk mode for shared terminals, site-specific confidential waste contracts
ChecksMonthly sweep in the first year, then quarterly, by the ISMS manager (0.5 FTE) and office manager; monthly MDM reportMonthly sweeps per office by security champions and the 3-person security teamSite sweeps by local champions, results consolidated by the security office into one group metric
ReportingISMS manager to the monthly management meeting, summary in management reviewSteering committee monthlySite management monthly, group steering committee quarterly

13. Records and evidence

RecordOwnerLocationRetentionProves
Sweep checklists and resultsISMS manager[GRC tool or shared drive][3 years]A.7.7 operation
Coaching and manager follow-up notesLine managers[HR system, restricted]According to HR retentionFollow-up of findings
MDM lock settings export and coverage reportIT endpoint lead[MDM console export][3 years]Section 4.1 enforced
Confidential waste collection certificatesFacilities[Facilities records][3 years]CD-04 operation
Policy acknowledgementsHR[HR system]Employment plus [1 year]Communication (7.3, 7.4)
ExceptionsISMS managerDOC-ISMS-122 registerException life plus [1 year]Approved deviations

List these records in the control evidence matrix (isms/control-evidence-matrix) under A.7.7 and in the documented information register (DOC-ISMS-028).

14. References

ReferenceEditionUse
ISO/IEC 27001:2022 + Amd 1:20242022, Amd 1 published 2024-02-23Annex A A.7.7. https://www.iso.org/standard/82875.html and https://www.iso.org/standard/88435.html
ISO/IEC 27002:20222022Guidance for A.7.7. https://www.iso.org/standard/75652.html

Related templates: isms/physical-security-policy, isms/remote-working-policy, isms/endpoint-device-byod-policy, isms/secure-configuration-baseline, isms/information-labelling-handling-procedure, isms/employee-security-handbook, isms/security-disciplinary-process, data/data-classification-policy, security/security-awareness-program, security/security-exception-request, compliance/capa-nonconformity, isms/control-evidence-matrix.

Standard and licence note

Structure aligned with ISO/IEC 27001:2022 (including Amd 1:2024) Annex A control A.7.7 and the guidance in ISO/IEC 27002:2022. The rules, settings, metrics and examples are original wording; no ISO/IEC text is reproduced. You need the official standards to apply the control: ISO/IEC 27001 at https://www.iso.org/standard/82875.html and ISO/IEC 27002 at https://www.iso.org/standard/75652.html. Check the current edition and amendments before use. Quillmere names are fictional. Template licence: MIT.

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