Security Checklist

Construction Software Security Checklist

Security questions usually appear late in the buying process, but they should be considered early. This checklist helps contractors and procurement teams review whether construction software can protect sensitive documents, worker records, client evidence and business data.

Practical Zektrx guide

Checklist

1

Check user access controls, roles, module permissions and account removal processes.

2

Ask about MFA, password controls and how administrative access is managed.

3

Confirm data protection in transit, secure storage and attachment access controls.

4

Review backup, recovery, monitoring, incident response and service status expectations.

5

Check audit trails for approvals, signatures, document revisions, actions and workflow history.

6

Ask for privacy, DPA, sub-processor and vulnerability reporting information during vendor review.

Security is also workflow control

For contractors, security is not only about infrastructure. It also means making sure the right people can see the right RAMS, documents, worker records, commercial data and client evidence at the right time.

Procurement teams need clear answers

A good vendor should make it easy to understand access controls, data handling, backups, responsible disclosure and support routes without forcing every buyer into a long technical review.

Implementation Plan

Turn this guide into a working process.

A resource earns its keep when the checklist becomes a repeatable workflow with ownership, evidence and reporting.

1

Start by reading the security checklist against one real project or job.

2

Check whether your current process covers: Check user access controls, roles, module permissions and account removal processes.

3

Check whether your current process covers: Ask about MFA, password controls and how administrative access is managed.

4

Check whether your current process covers: Confirm data protection in transit, secure storage and attachment access controls.

5

Decide which items should become live actions, approvals, signatures, evidence links or reports.

Evidence Questions

Ask these before a checklist becomes policy.

Evidence question 1

Who owns this record when it is created?

Evidence question 2

What proves the latest version was reviewed or approved?

Evidence question 3

Where are photos, signatures, comments and close-out evidence stored?

Evidence question 4

Can the record be exported for a client, auditor or principal contractor without rebuilding it?

FAQs

Common questions.

What security questions should contractors ask software vendors?

Ask about user permissions, MFA, encryption, backups, monitoring, data handling, audit trails, support access, sub-processors and responsible disclosure.

Why do audit trails matter for construction software security?

Audit trails help show who created, changed, approved, issued or signed important records, which reduces ambiguity when evidence is reviewed.

Does Zektrx have a security overview?

Yes. Zektrx publishes security, trust, privacy, DPA and vulnerability reporting pages to support procurement and due diligence.