Is anyone performing 302 certifications in NextGen or other activities that you previously used Processes for in Classic?
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Hola buen día, nos gustaría poder contar con la opción de poder cambiar los nombres de las etiquetas que se muestran en la parte del Hallazgo conectado al Plan de Acción ya que la "Fecha de vencimiento" en nuestro caso no corresponde a esa descrip...
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Hello, Our team has a contractor who will be working on a specific set of controls and data of those controls, and we would like to limit their access to only the relevant items. Specifically, we need to ensure they can only view and interact with...
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Copy-paste functionality
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Is it possible to make text or links in the footnotes or other parts of test forms (e.g., for PII controls) copyable after the form is closed?
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Currently if a large number of support are submitted into a sample request, the dropdowns to perform markup do not allow for easily organizing and accessing the samples further down in the upload. If there were more options around being able to ac...
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My company is starting to explore using Claude connectors / MCP into our ERP to help improve efficiency around flux analysis, reconcilations and more. Is anyone else looking into this yet? I am trying to understand the full impact on SOX scoping...
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Hello Dears, I couldn't find all the roles i have here in the workiva website. Article on understanding workspace roles and organization roles don't cover all the roles here could you please give me detailed information of scope and feature on...
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Hi all — is anyone using Workiva to collect control evidence on an ongoing basis? One of my main challenges in managing the SOX testing program is timely evidence submission from control owners. I’m considering implementing a process where: Evid...
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After I have created an issue and am building and action plan or request list it would be nice if that information populated from the existing issue so we are not typing this information over and over. Is that something that is out there?
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Hello, Is it possible to send an email notification (or any other type of notification in Workiva) to a set of users when a new report is created? Here is the context of what I am trying to achieve: I have an automated integration that imports co...
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As a GRC user, I’m exploring options to archive certain data types within Workiva so that historical information remains visible on existing records, but is no longer selectable when creating or editing new records (e.g., audits, risks, or control...
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We’re currently updating our WData setup to accommodate files produced by an FCCS DLR and lightly transformed in AWS. These files contain data for multiple entities in a single file, unlike our previous setup where each file represented a single e...
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Is there a way to set up the permissions in Documents or Spreadsheets to allow users to edit the files but NOT to able to publish those changes through to linked files? From what I have read, the "Owner" role is able to publish other people's chan...
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There is not a sandbox environment for the risk module. It would be very helpful. Having an optional feature to allow the production data to be copied daily would also be ideal for me but realize some may want just test data they create. I know ot...
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Hi, Is it possible to share data between two separate organisations in Workiva. The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting? Thanks
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I am currently using Local File Sync version 1.17.0 and have started receiving notification pop-ups indicating that version 1.19.0 is now available. I have a few questions before proceeding with the update: Change Summary: Could you please provi...
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Hi Team, We noticed that, while updating the description of control of one Program Year (eg: ABC), it updates the description of the same control (ABC) for all other Program Years as well. How to prevent this issue? Thanks You !
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Open Mark Up History
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Is there a way to view the history of Evidence Testing within the Markup section of a test? I’m trying to access a previous version of a test I worked on, specifically to retrieve an attachment I had removed but now find relevant again. Any guidan...
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I was wondering if there's a workflow that exists for requests where a manager would have to review the request prior to sending to the auditee? This would help to allow the manager to review the requests prior to them being sent to make sure the...
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In Testing, under Evidence Testing, can the cells be merged within the matrix (Testing table listing the samples).
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Hi, I am keen to know what use cases you are using processes for, specifically in the GRC suite for Audit, Risk and Controls. Thanks, Michelle
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Is it possible to enhance the wording and visual of the wording regarding no replying to Workiva notifications? We include it in our customized text, but still have users replying to the notification emails. Ideas make wording more clear (This is...
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Tying Audit Controls to Task
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Hello, Is there a way to create task process that are tied to individual test of controls? Thank you
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Reopening completed requests
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My org would like anyone included on a specific request whether it be a creator or assignee to be able to reopen the request even it it has been completed. My understanding is that currently only Request owners, assigned reviewers, and Data Admins...
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Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
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I would like to be able to set up automated reminders to Action Plan Owners to update on progress of remediation. Is there a way to do this?
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Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
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Within our current audit engagements we have a Test of Design connected file where we write out the details of the design of the control and our test of one from our walkthroughs. Within the document we see we have the ability to attach documents...
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We're using the SOX/IC-database for some years now and over the years, some data dump accumulated, especially in the Title data type. With people turnover and organizational changes, we have now over 200 titles available and there are a couple of ...
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I'm seeing a duplicate RCM on the RCM report. One is showing the correct info and one showing what looks like a prior info. The only difference is the frequency. Correct frequency is Ad hoc but why are we also seeing a duplicate showing a frequenc...
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