Using Workiva for Audit Management? To help you get started, we recommend following the steps below to learn how to use the Workiva platform. You can view and enroll in tailored courses in the Learning Hub, view help articles and videos, and interact with others in the community discussions.
Step 1: Sign up for training
The Learning Hub offers training and resources to learn new skills and improve your team’s work.
In the Learning Hub, review these courses and collections:
Collections
- Brand new to Workiva? Check out Getting Started and Explore the Platform.
- Start with "Report: Access, Create, and Collaborate"
- For solution specific content, check out "Using Audit Management"
- Already familiar with Workiva? Check out Integrated Risk.
Courses
Tip: You can also search for courses based on the titles and descriptions listed below.
For everyone
| Course | Description | Duration |
|---|---|---|
| Using Audit Management | Learn how to use the Workiva platform for Audit Management, including viewing and managing data, requesting documentation, testing audits, documenting issues, and using connected sheets for final reporting | 2 hours |
For admins
| Course | Description | Duration |
|---|---|---|
| Controls Management: Roles and Permissions | Ensure control and usability of your data by learning how to apply various roles & permissions within your Controls Management | 45 min |
| Controls Management: Planning | Learn how to create resource plans and collaborate on projects with your team so you can budget resources and activities for your testing and audit programs | 25 min |
Step 2: Learn about features
Here are some of the main features in Workiva you'll use for Audit Management. Click on each to learn more.
Database (Requests, Audits, Data, Remediation, etc)
Documents
Spreadsheets
Presentations
Linking
Step 3: Check out help articles
In Support Center, you can find help articles to learn about features. For Audit Management, we recommend you check out the following articles:
- Basic guide to Internal Audit
- What is Workiva?
- Create an audit
- Organize audits with folders
- Create and view data
- Use data history
- Create a custom dashboard
Step 4: Ask, learn, and share
Have questions about the Workiva Platform? Want to check out some tips from fellow users? Look no further than the Workiva Community. Here are some of the most popular topics:
While you’re there, don’t hesitate to pass along your feedback and subscribe to receive platform updates.
Need help?
If you have questions or need help, please contact support anytime.
- Email: support@workiva.com
- Phone: Customer Support