Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Filling Out Action Plans

Request Demo

Does Workiva have the capability of sending a link to a Process Owner and presenting the Action Plan procedure for the Process Owner to fill out and submit?  

Right now, all I can figure out is to send a request to the Process Owner, asking them to download an action plan template (go Excel!), filling that template out, and then uploading it using the request for information.  Then the auditor copies and pastes the response into the Action Plan form, which seems like we are missing an opportunity to automate the process.

Am I missing something?

3

Comments

1 comment

Date Votes
  • Isaac Oard

    Hi Kenneth Heskett 
    Requests has been a tool used for this to date. We are actively working on action item workflow in the last half of this year.

    0

Please sign in to leave a comment.