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Navigate from PBC request to the Test form

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After a PBC is completed, the requestor clicks on the link in notification email to view the responses, comments, files uploaded by the PBC provider. Then, the requestor, who is also a tester, wants to perform SOX testing, but it seems there is no link in the PBC request to go to the test form. It is a bit inconvenient to open Testing and search for the same test of control ID and go to the relevant test phase where the PBC request originates from. Does this inconvenience only happen with my company's design and can I request CSM to create the link/ hyperlink from PBC to go back to its original test phase?

Thanks, 

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  • Mike

    Hi An!

    Interestingly enough, there actually was a period of time where Workiva did route to the test form but we received feedback on it so this change was reverted to what you see today. TMI, I know, but that being said we do plan to reevaluate so that there is more flexibility in terms of both contextually seeing control details, as well as a method of routing to the test form. I don't have much of a timeline for this but it likely will not be tackled until 2021.
     
    Hopefully that helps shed a little light on what you are seeing. I've definitely shared your feedback with our Product Team on this and will keep you posted as things develop. As always, give me a holler if you need anything else or have questions. Cheers!
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  • An Nguyen

    Hi Mike,

    Thank you for the interesting information you have shared. I am not sure about the rationale behind the past feedback on deleting the route to test form. If database roles and permissions to testing folders/ test forms are properly set, PBC providers will not be able to route to the test form -  that helps secure the test data and segregation of duties, and testers still have the flexibility to go back to the test phase where he/ she creates PBC request from. Did this route slow the platform's speed or direct to the wrong location- which possibly led to negative feedback?

    I found there is a way around for testers: they can copy and paste the link to the test phase in the request content, for example: https://app.wdesk.com/a/QWNjb3VudB83ODExMzUxODY3/test_form/ed2ad1d5-7467-416b-aecc-86b41d6a38da?test_phase=6157f5e0-66d5-48b1-998c-6140ff880891, but that may confuse the assignee and does not look nice in the notification email.

    Happy to hear from other clients for best practices and best user experience.

     

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