Classic GRC

When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?

Kevin Cantwell

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...

Udo

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 ...

Anastasia Bashioum

Hi, Is there any way that I can import the Control owners in Workspace to add to the Group Under "Members" tab of Classic Certification module?

Suresh Potti

How can I see all my evidence from each month that I have uploaded in Workiva? Unfortunately I have not found that.

Reto Waser

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...

Candice Adams

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,...

Jeremy Ford

I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you  

Georgios Hatzistamou

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...

Bill Mickey

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?

Christine Anderson

Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded.  The desi...

Holden Canty

Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...

Rebecca Demy Workiva Advocate

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.

Jonathan Maldonado

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...

Jonathan Maldonado

Hi  How can I restore requests against which data was uploaded but were mistakenly deleted

Devjani, Jessica (SNX)

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.

Permanently deleted user

Is it possible to create an "Overdue" status for PBC requests in addition to the standard PBC statuses as shown below that could also be a field in PBC reports. The status of overdue should be calculated based on the due date. This would allow eas...

Rebecca Demy Workiva Advocate

I'm trying to approve tests forms in SOX. I have been already added as the Reviewer in the Test Form but it I do not see an approve button. If I make a right click on the mouse or try Editing the review, it does not give me an approve button eithe...

Danilisse Padilla

Is there a way to resize text boxes within Audit Procedures?

Permanently deleted user

We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?

Candice Adams

We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls.  Does anyone else renumber secondary controls when they change their risk profile?  If so, what format have you used for control numbering...

McKay Bates

It's not Wdesk related, or maybe it could be?  We have a monthly internal PBC listing that has thousands of rows. It's similar to a PBC, except it's used internally only. It's really beneficial for SEC related, especially if we need wps from depar...

Dalisay Pingul

We are looking for a RACI template to define Support responsibilities between Accounting and Systems Support. 

Cathy Moore

Can Requests be bulk uploaded? If so, please provide the instructions or if not, that would be a nice feature to have.

Debra Billeaud

I'm trying to delete a reviewer accidentally added to a review plan. Is there a way to delete a reviewer from the SOX platform?

Jodi Cardine

I recently had it come up that whenever a user uploads a PDF file that already has items highlighted within it, whenever we try open that PDF in the markup viewer, the highlight actually covers and hides the amount, instead of highlighting it.  Su...

Bill Mickey

The auto-calculated 'Next Review Due' field for a document is calculated based on Frequency of Review, Review Month and Review Day; however, I have a document with a last approval date of January 20th, 2020. In these cases, I would want the Next R...

Permanently deleted user

How does one view all prior year SOX workpapers in Workiva? 

Kenneth Niederhofer

We can enter multiple lines within a single cell of a Spreadsheet by hitting Alt-Enter.  The same is true in an embedded spreadsheet.  However, that apparently is not the case when editing a cell in a Test Steps and Attributes table.  If this is t...

Greg Barnard Workiva Advocate

Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...

Henry Thai