Classic GRC

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

Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...

Carley

1. Can we modify the assessment forms and templates? 2. Can we change the current risk scoring from (1-3) to (1-5) and how do we execute it? If so, is a specific role required?   3. Can we rename the nature and basic fields if the client has a dif...

Aravinth Krishnathas

Would like to add new records but seems the only option is to upload individual, is there a way to upload a data set or matrix again?

Roger Kirton

Hello, I've noticed that the filters on reports in the SOX workspace are static. When you search for criteria in the filter box, you can then hit Select All to include all the filtered items. BUT if you leave that filter in place, and a new item i...

Jeff Murfin

I would be interested in how everyone (Audit or SOX) handles other observations.  In an audit, occasionally you may come across an item that is not a risk, but more of an efficiency or good practice to do that would be beneficial to the client.  I...

Ken Pyzik

Hi there, We have a control for which system has been changed in 2021 (let's say we use system A in 2020 and now is B). As we changed that info in the control data (IPE > Relies on IT system field) we noted that the system info has also been chang...

Alex Uehara

Hi, I want to create a report that shows status of all controls as well as workflow status so that external auditors can see which test forms are 100% complete and workflow status is also "phase complete" / "approved"

Pooja Mehta

I am hoping to add on a new test form with new control updated for this year. Please advise how I can add this control, the control is not from the list of populated ones.  

Amy Tang