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.
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:
- Brand new to Workiva? Check out Getting Started.
- Start with "Report: Access, Create, and Collaborate"
- Already familiar with Workiva? Check out Integrated Risk and Explore the Platform
Tip: You can also search for courses based on the titles and descriptions listed below.
|Policy and Procedure Management||This video reviews the benefits of the Workiva Policy and Procedure Management solution.||17 min|
|Controls Management: Fundamentals of Working with Data||Learn the basics of managing your data in Data, Reports, and Dashboards to accelerate control, visibility, and collaboration throughout your Controls Management Workspace.||45 min|
Step 2: Learn about features:
Here are some of the main features in Workiva you'll use for Policies & Procedures:
Step 3: 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:
- Create and view data
- Review and link data
- Use data history
- Work with data in reports
- Create a custom dashboard
- Paragraph properties
- Use style guides
- Use outline labels
- Create a task
- Revisions and history in Documents
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.
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.
If you have questions or need help, please contact support anytime.