Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
We set up a few processes for our audit data collection templates. Each process has over 100 actions. We realized that if we need to make a small change (such as edit instruction box or change a due date for all tasks), we need to click on each in...
In certification letters, is there a way to create a question that allows for a free-form/text box response, without having to use the radio buttons at all? I know it is possible to use a single answer option and check the "exception" box so that ...
When we've attempted to create a bulk task for multiple assignees, we've found that when the first assignee completes the task, it renders all the other assignees' tasks complete as well. Is there a way to set a bulk tasks, but require each assig...
Hi Team, We do not have any commentary section for those Letters or Tasks which have missed deadlines (Signer or Approver). There should be a mandatory commentary section (may be below the signature where, signer or approver signs) available for t...
Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Than...
The link override feature has been helpful in our reporting process. However, I have not found a way to link override in tables within a document. I could always create a new column in the factbook for how I'd like the quantitative/qualitative art...
The prior certification process allowed us to customize notifications so that, if we want, we could have certifiers be notified daily until the due date. This still isn't an option, which is requiring us to manually push a notification before the ...
After using the certifications/processes for our quarterly SOX signing for a few periods our users have the following suggestions/questions/requests Is there any plan to improve the organization of processes on the Processes home page. The list o...
Hi, When we build processes we use the due date functionality within tasks. Some of the processes also use the One after another functionality. The question is twofold - if we experience a delay and want to give downstream preparers extra time, is...
Is there a way to reassign a signer to a certification letter after a process has run. Sometimes I am told the original signer listed is no longer responsible for a particular activity and I am asked to reassign the action, not add an additional ...
Whilst a preparer can add an attachment to a certification in a process, it would appear an approver can not, is this functionality available or will become available? Thanks
I created a bulk certification and one of the recipients was unable to log on and complete his certification but did complete a manual one for me. So now, how do I manually approve or mark his letter as approved.
Hi all, We just started using Workvia a few months ago and noticed that once we create a task, the system sends automatic reminders that cannot be altered. Although this is nice of course, we would like to adjust them so they are not sent i.e., at...
It would be much cleaner and easier to keep track of tasks and follow up if we only can see the open tasks for the period. Is this a possible product feature that could be implemented?
After kicking off the certification process, some control owners are on extended leave and new team members are performing the control. How can I recall or delegate the original certification from the original control owner? This will help reduc...
Is there a way to export the process letters from the system en masse once the process has been 100% completed?
We have been using tasks on my team to prompt managers to review and approve certain Regulatory reports. During internal audit or SOX reviews of our processes, I realize that when I tell the auditors that the approvals are in Wdesk they can not s...
If a signee needs to send back a certification to the first signee or creator, do they select Modify then reset and provide a response?
Classic certifications included the capability to download exception responses to a csv format and also generate a pdf report. New certifications only allows filtering of exception responses on screen - ability to export is grayed out. This feat...
Hello, I am looking for a quicker way to see the specific dates that each person signs off on a certification. In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so ...
Is there a way to copy a process with certification tasks without it including the letter? We have an updated letter that is used each quarter, but when copying a process from the prior year it includes the prior letter. This is inefficient becaus...
Hi, we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarl...
Hi There is the certifications section that helps us track which users have completed the review of their risk register each quarter. However the only link to an entity/department is by naming the certificate. For example, we have to do "[Business...
Currently when we want to do a certification activity within processes, we must select who the one person is that can do the signing. However we are finding more and more use cases where the possible that could complete the certificate and do the ...
We have a process with multiple letters where most respondents include attachments to support their responses. Currently, in order to review these, we download each letter and each individual attachment and create a binder for the responses and at...
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
Is there any plan to assign different due dates to different signers in a certification? For example - we need signer 1 to sign by Jan 6th and then signer 2 to sign by Jan 7th. Having just one due date of Jan 7th always tends to put the last sign...
