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.
- Already familiar with Workiva? Check out Integrated Risk.
Courses
Tip: You can also search for courses based on the titles and descriptions listed below.
| Course | Description | Duration |
|---|---|---|
| Introduction to Audit: Navigating the Database | Manage your data in a space where you can easily pivot, analyze, consume and communicate it with your teams | 21 min |
| Introduction Audit: Testing Your Audit | Create a new audit form and set up your form by adding groups, phases, and procedures. | 17 min |
| Introduction to Audit: Requests | Learn how to navigate PBC Requests and use workflows to manage your audit process. | 14 min |
| Introduction to Audit: Issues & Action Plans | Create and view and manage issues in the database and monitor action plans using various reporting features. | 10 min |
| 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 |
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