A recent release to the Workiva Platform included improvements to the following products and features:
SOX and Audit
The Cross Workspace Data Sharing Manager role
Cross-workspace connections can help your teams share snippets of fully aggregated, report-ready data across the organization. As an alternative to tables and queries, shared data will often be limited in size and scope -- such as when prepping targeted reports or in support of an upcoming reporting cycle.
By default, only Workspace Owners have the ability to create these cross-workspace connections, but this ability can also be granted to other members through the new Cross Workspace Data Sharing Manager role.
SOX and Audit
Supporting multiple assignees on request
Note: This feature is being released in stages and will be rolled out over the coming weeks. It may not be available in your workspace at this time.
We're proud to announce that you can now assign more than one assignee to a request. Because each assignee can upload their own evidence files, the process of evidence collection is no longer dependent on one person. As soon as a request is completed by an assignee, the task is automatically closed and all other assignees are notified of its submission.
Requests with multiple assignees will otherwise move through the standard workflow: In Progress, In Review, Complete, and so on. Assignees can check the History panel in the Request Portal at any time to see who uploaded certain files and who submitted the request.