Key Report Testing - Best Practices

Pinned

• Stephanie Campese
• March 23, 2020 22:38

1 vote 3 comments

Data Change Reporting

• James Baird
• July 29, 2020 22:38

4 votes 11 comments

Is anyone using the database to hold their Key Report/IPE testing?

• JAMES RODDA
• March 05, 2020 18:13
• Edited

0 votes 8 comments

External audit - view access to testing

Answered

• Denise Miller
• July 15, 2019 15:48

0 votes 7 comments

Do you have your external auditors using Wdesk as "readers"?

• Heather Hubbs
• September 06, 2013 03:19

0 votes 6 comments

Creating client surveys in the Audit Experience

• Debbie Chiericoni
• June 21, 2024 19:33

4 votes 5 comments

Are there Excel settings we need to be aware of and set so that after uploading to SOX/Audit workspace the file is displayed correctly in the evidence/markup viewer?

• Hoa Nguyen
• July 21, 2020 20:35

0 votes 5 comments

PBC functionality for 10-Q/K reporting

• Austin Jefferson
• November 11, 2019 17:08

3 votes 5 comments

Where / how to create link to testing workpapers

• Russell Aldridge
• January 09, 2025 21:59

1 vote 4 comments

Integrating Risks, Controls and Procedures

• Mike Hetue
• August 15, 2024 11:30

0 votes 4 comments

Conditional Formatting in Presentations from Spreadsheet Data

• Chad Banales
• July 20, 2021 17:23

0 votes 4 comments

Are there any recommendations for updating SOX control numbers?

Answered

• Dorothea Monteleone
• April 04, 2018 01:34

0 votes 4 comments

Issue Remediation - How are other teams tracking the progress of issue remediations (e.g. start/due date, status, notes)?

• Kevin Lee
• August 21, 2024 20:09

3 votes 3 comments

IPE Requirements

• Alma Fang
• April 17, 2024 18:13

0 votes 3 comments

Import of Workspace owners to Members in Certification Module

• Suresh Potti
• April 26, 2023 08:03

1 vote 3 comments

Other Observations

• Ken Pyzik
• November 02, 2021 17:41

1 vote 3 comments

SOC 1 Reviews

• Robert Love
• April 27, 2021 20:24

4 votes 3 comments

SOX Issue and Action Plan best practices

• McKay Bates
• March 20, 2019 09:36

1 vote 3 comments

How To Create A New Audit Program?

Answered

• Rebecca Demy
• September 04, 2018 21:06

0 votes 3 comments

How do you get your auditors comfortable with the access of the Workiva Support users

Answered

• Ryan McHale
• November 29, 2017 21:17

0 votes 3 comments

Using Workflows for Audit PBC's?

• Peter Molnar
• August 09, 2017 22:00

0 votes 3 comments

Looking to improve SOX narrative formats - anyone want to share or have good source for templates?

Answered

• JAMES RODDA
• March 29, 2016 20:04

0 votes 3 comments

Tracking Changes in Connected Reporting

• Mike Hetue
• August 19, 2024 16:17

1 vote 2 comments

Integration of SOX workspace with the SEC reporting workspace

• Charlie Frank
• March 01, 2023 16:45

1 vote 2 comments

Internal Control Questionnaire document tracking

• John Baylis
• April 14, 2021 21:57

0 votes 2 comments

PBC Summary Reminder

• Austin Nkanka
• June 05, 2023 21:15

0 votes 1 comment

As a data admin and manager, how am I able to view risks and controls without going through Data?

• Dorothea Monteleone
• February 10, 2023 12:12

0 votes 1 comment

Tool Tips for PBC

• Holden Canty
• November 28, 2022 14:04

1 vote 1 comment

Renumbering Secondary Controls

• McKay Bates
• February 10, 2022 00:31

0 votes 1 comment

Workiva RACI Template

• Cathy Moore
• January 20, 2022 21:02

0 votes 1 comment