Using Workiva for Policies and Procedures? 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.
Sign up for training
Workiva's training and enablement offerings will help you find the best courses for your use case.
The Learning Hub offers training and resources to learn new skills and improve your team’s work. Workiva also offers webinars for live training opportunities.
Learn about features
Here are some of the main features in Workiva you'll use for Policies & Procedures:
Database (Requests, Data, Remediation, etc)
Documents
Linking
Check out help articles
In Support Center, you can find several Help articles for self-service learning. For Policies and Procedures, we recommend you check out the following articles:
Database
- Create and view data
- Review and link data
- Use data history
- Work with data in reports
- Create a custom dashboard
Documents
- Paragraph properties
- Use style guides
- Use outline labels
- Create a task
- Revisions and history in Documents
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.
In the community, you can share tips and tricks, and pass along your feedback. While you’re there, don’t hesitate to learn more about how to keep up with platform updates.
Need help?
If you have questions or need help, please contact Workiva Support.