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How To Create A New Audit Program?

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I can't find any instructions on how to create a new Audit Program. I am setting up a new ISO 27K Readiness Audit Program and can't seem to understand how to create the audit program and related data to which I can add test forms for each ISO control. Help!
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  • Mike
    • Edited

    Hi Rebecca!

    I'm happy to help as best I can, however, based on what you are describing, you will need to reach out to your CSM or PSM to get this fully addressed.

    To answer your question, the ability to create a new Audit Program is currently handled internally by folks at Workiva. This is because some data types are hidden and to create a new one requires a little backend work. For data types that you will need to be making multiple additions and/or deletions, our team can work with you to either keep those data types visible, or create a report from which you can create and edit.

    I hope that helps some. Do let me know if you have any other questions for me or need anything else. Thanks for reaching out and have a great day!

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  • Mike

    Hi Rebecca!

    I was following up with our SOX team internally and wanted to provide a small update here. Wdesk SOX user can now create a new Audit Program without needing their CSM to assist. You can access this by going to Data > Audit Program, and then clicking Create. However, a caveat here is that you should NOT create a new Audit Program if we are also rolling it forward from an existing one. For SOX roll forwards, your CSM will still need to assist in that process.

    Let me know what questions you have for me, or if you need anything else. Thanks much and happy Friday!
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  • Rebecca Demy

    Perfect Mike! Thanks for the update. Much appreciated.

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