<i class="icon-match-category w-icon w-icon-29 wk-mr-6 w-icon-twfr-database processed" data-category-id="360002299692"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-folder-attachments-g2 w-icon-two-color processed" data-section-id="360007220531"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-beaker processed" data-section-id="360007220511"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-audit w-icon-two-color processed" data-section-id="360007220491"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-preview w-icon-color processed" data-section-id="360007220471"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-sox-report w-icon-two-color processed" data-section-id="360007128192"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-dashboard processed" data-section-id="360007220451"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-user processed" data-section-id="360007220411"></i><br>General Q&A and discussion around the Workiva Solutions for Governance, Risk, and Compliance. For database product questions, see the <a href="/hc/en-us/community/topics/360001332351-SOX-Controls-Management" target="no follow">Database topic</a>.
Greetings, I sent out a request to the Assignee for evidence. The Assignee sent the evidence to me directly outside of Workiva. I am able to upload the files into the request, but I am unable to close the request. Suggestions?
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 t...
This improvement will solve the problem that testers in the SOX workspace cannot find prior years’ testing if they were not tested in the immediate year before.
Hi, Is there a way to set up conditional fields in a form? For example, when a value is selected from a list in a field (such as the status of an Action Plan) other fields appear or certain fields become mandatory depending on the selection made, ...
Have there been any changes to the time tracking in the test forms? We've noted, there are much more fields than in the past year which creates confusion for our testers which fields need/must be populated? There was no such announcement, nor does...
Wdesk needs to improve functionality to meet typical users needs: 1. You should be able to edit more features after the original request is sent( add samples, tag request to another control,etc..). Another basic feature that is missing is the abi...
We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
After the Rollforward was completed and our SOX/IC-database was ready for 2023, we noted that controls, that were decommissioned in the prior year still have a link to the current year SOX program in the Evaluation section of the Control Data Type...
After a request has been sent, if I update permissions and assign another "Owner", "Editor", or "Viewer" on the request, will the be notified? Will there be an option to update the "Notify Others" box after a request has been sent? And if someone ...
When Controls are decommissioned in the SOX Workspace, they are still available within the Test Forms experience. In fact, you can even test the control without even realizing it is decommissioned. If a user attempts to create a test form for a ...
We are doing an annual clean up of controls in our SOX workspace and have controls that are no longer needed. Is there any guidance/documentation on the best practice for removing these controls and the impact they have on history? I know there is...
Regarding the new Risks Experience that has been published, I have concerns that the permissions are not applied, and users are able to see the Risk Owners, Risk Descriptions, etc. for risks to which they do not otherwise have permissions to view,...
Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
Hi there! It would be very helpful and save much time if in the Testing forms we had the ability to remove documents en masse under the Attachments pane of the testing forms, meaning instead of one by one. i.e. a button could remove all documents ...
Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
Hi, How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
I am working on the "Request" experience creating multiple tasks (PBC Requests). Now, I'm adding additional collaborators that were not originally added when I created the "requests". I want to make sure they have the right permissions to the ta...
It would be helpful to be able to quickly filter or sort directly on the columns in the gantt/table views of the resource plan. Currently we have to click the filter button and add a filter. But that requires so many clicks and sometimes we want ...
Hi How can I restore requests against which data was uploaded but were mistakenly deleted
I am reaching out to see if there is another organization that uses Wdesk to prepare audit workpapers. Our office purchased this software a little over a year and a half ago and we are now working on a desk manual. We are also trying to work out a...
We have been struggling with highlights that have been added to .pdf documents obscuring the data that they are meant to highlight when the document is uploaded to Wdesk and opened in the Markup Viewer. Sometimes we are able to open the document i...
When I have selected a Data Type for 'New Record Creation' in the Report Permissions - Editing Rules, how does someone create a record? This has not been demonstrated in any of the help videos.
It would be extremely helpful if there was an automated function to track time within SOX test forms, specifically a button to pause or start a timer when beginning a new phase of a Test Form whether that be In Progress or In Review. This would el...
Is there a way to prevent a user from entering a zero in the Order column within a test form Review Plan? This happens occasionally and requires manual investigation and correction if the test form is submitted for review. A default minimum valu...
For Sox testing we have audit access into Blackline and we go in and pull the evidence we need for each control. Is there a way to automate this process?
The Wdesk testing platform would be exponentially improved if every time I opened a Control Form no matter the round I was in, at the top the Control Description would be visible and showing. Nothing is more frustrating then always having to jump ...
The State of the SOX & Internal Controls Market Survey is a report critical for SOX compliance professionals. It provides valuable benchmarking data that can help you understand the maturity of your compliance program, and includes data about com...
