Filling Out Action Plans
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 to download an action plan template (go Excel!), filling that template out, and then uploading it using the request for information. Then the auditor copies and pastes the response into the Action Plan form, which seems like we are missing an opportunity to automate the process.
Am I missing something?
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Hi Kenneth Heskett
Requests has been a tool used for this to date. We are actively working on action item workflow in the last half of this year.0
Is this still on the radar for Workiva? We also find that the current options for getting Owners to provide action plan data is not very efficient. Ideally, the Owners would be able to directly enter action plan information.
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Isaac OardHi Isaac, I am creating Requests on an Action Plan to notify a user of an Action Plan that's been assigned to them. But I am unable to report on such Requests... there is no link between Requests and Action Plans as there is between Requests and Issues. Any reason why and how can I report on Requests related to Action Plans?
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Afeef Mirza To report on Requests related to Action Plans in GRC, here are the key points and steps:
1. Requests and Action Plans Relationship:
- Requests can be created for Action Plans, and these are attached to the respective Action Plan object. However, the relationship between Requests and Action Plans is not as direct as with Issues. Requests on Action Plans use the same backend functionality as PBC (Prepared by Client) requests and appear in the PBC Request dashboard. 2. Reporting Mechanism:
- You can generate reports that include details of Requests related to Action Plans. These reports typically include fields such as Request Title, Request Instructions, Request Due Date, Request Status, Request Type, and the associated Action Plan ID and Description [2] [2] .
- User-centric reports are also available, showing Requests tied to specific users through relationships like "requestor," "provided by," or "approver" [2] . 3. Steps to Create Reports:
- Use the reporting tools within the GRC platform to create a custom report. Ensure that the report includes the necessary fields to link Requests to Action Plans.
- If you need assistance creating a new report, engage your Customer Success Manager (CSM) or Partner Enablement team for support . 4. Permissions:
- Ensure that permissions are correctly set for users to view or edit the reports. Permissions for Requests and Action Plans are managed independently. Let me know if I've missed the mark or you have any follow-ups. Cheers!0Accedi per aggiungere un commento.
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