Controls Management

We're relatively new to Workiva and looking to take full advantage of its capabilities. Wondering if anyone can share what successfully integrating risks, controls and procedures looks like? What are the keys to successfully integrating these comp...

Mike Hetue

Subject says it all. I have tables in reports (Audit module) and column width looks arbitrary by delfaut and ajusting them on the fly last only few seconds until next reflesh.

Simon Borduas

How can I mass include the walkthrough phase for all my SOX controls?

Mariana Call

Has anyone been successful at using Workiva Audit Experience to create, send out and gather responses to post audit client surveys?

Debra Chiericoni

Hi Team, I want to know how to upload multiple data into the control/process/etc tables at one time and mapping the fields into the Control Management Workspace

Somu Sri Pavan

Under which circumstances is Information Produced by the Entity (IPE) required by your external auditor? Could you please provide some instances of particular IPE that your external auditor has explicitly required? Are IPE requirements incorporat...

Alma Fang

After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...

Jada Jeter

We are reviewing controls and currently have a 1st level review and 2nd level review. How would i change the responsible person for the first level review if they have taken a leave of absence?

Matt Giannini

Hi My organization doesn't have a homogeneous control environment, so the current folder structure in the Testing Experience isn't suitable for our way of working. Would you have anything in the pipeline to enable sub-folders in the Testing Experi...

Arthur Magoola

Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.

Paulina Lowe

It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now. 

Imole Babaniji

Hi,  Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks! 

Jim McCabe

To assist with efficient communication of outstanding requests, is there a way to automatically generate a requests summary report of all outstanding requests for an assignee that can be sent on a specified frequency? For example, every week an em...

Austin Nkanka

When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?

Kevin Cantwell

Hi, Is there any way that I can import the Control owners in Workspace to add to the Group Under "Members" tab of Classic Certification module?

Suresh Potti

How can I see all my evidence from each month that I have uploaded in Workiva? Unfortunately I have not found that.

Reto Waser

I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you  

Georgios Hatzistamou

Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded.  The desi...

Holden Canty

Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...

Rebecca Demy Workiva Advocate

Is it possible to create an "Overdue" status for PBC requests in addition to the standard PBC statuses as shown below that could also be a field in PBC reports. The status of overdue should be calculated based on the due date. This would allow eas...

Rebecca Demy Workiva Advocate

I'm trying to approve tests forms in SOX. I have been already added as the Reviewer in the Test Form but it I do not see an approve button. If I make a right click on the mouse or try Editing the review, it does not give me an approve button eithe...

Danilisse Padilla

We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls.  Does anyone else renumber secondary controls when they change their risk profile?  If so, what format have you used for control numbering...

McKay Bates

It's not Wdesk related, or maybe it could be?  We have a monthly internal PBC listing that has thousands of rows. It's similar to a PBC, except it's used internally only. It's really beneficial for SEC related, especially if we need wps from depar...

Dalisay Pingul

We are looking for a RACI template to define Support responsibilities between Accounting and Systems Support. 

Cathy Moore

The auto-calculated 'Next Review Due' field for a document is calculated based on Frequency of Review, Review Month and Review Day; however, I have a document with a last approval date of January 20th, 2020. In these cases, I would want the Next R...

Permanently deleted user

Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...

Henry Thai

Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...

Carley

Would like to add new records but seems the only option is to upload individual, is there a way to upload a data set or matrix again?

Roger Kirton

I would be interested in how everyone (Audit or SOX) handles other observations.  In an audit, occasionally you may come across an item that is not a risk, but more of an efficiency or good practice to do that would be beneficial to the client.  I...

Ken Pyzik

Hi there, We have a control for which system has been changed in 2021 (let's say we use system A in 2020 and now is B). As we changed that info in the control data (IPE > Relies on IT system field) we noted that the system info has also been chang...

Alex Uehara