Controls Management

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

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

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

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

Can you use information that was uploaded in the data set in the evidence field to make requests, rather than having to individually add requests on test forms?

Roger Kirton

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

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

We have managers who like to be the single point of contact for PBC requests during SOX testing. Some of the requests are answered by themself, some of the requests are forwarded via the Delegate function to members of their team. Once they have f...

Udo

Is it possible to add a textbox or button within a control overview screen? We have external audit relying on certain controls and we want to be able to create a table specifying the status of testwork in relation to those specific controls.

Rachel Daley

A Control Owner is getting a yellow triangle next to a file when attempting to upload within a PBC Sample request. The file size is 544 MB and it is an excel .xlsx file.  Any hints as to what that error message means, and how to resolve it? Thanks!

Jackie Schwartz

Hi All, Is there any way to change approver for a PBC request post the response was submitted by the requestee?

Sagar Reddy

Can you bulk upload issues into Workiva via template?  Or are you limited to create multiple issues like "test forms"?

IA Manager Template User

In working with the Report Builder, to create my own reports, I am finding almost no help information or articles. The 45 minute training was ok, but not enough when I now have very specific questions. As my CSM is already overloaded with other wo...

Jackie Schwartz

Control owners (requestee's) have requested to be able to view prior year submissions for control evidence/PBCs.  Is it possible for them to be able to see this?  It will help streamline and speed up our processes.

Terra Tremblay

Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...

Yoko Kawasaki

Is it possible to upload all the controls related data at a time instead of each control at a time? If yes. how is it possible? How can we get templates that could make for a bulk data upload?

Pavan Kapalavayi

Is there a way to adjust the scale of the x-axis on a chart in Workiva? I don't see the configurations.  

venkat naresh yarlagadda

In the SOX workspace I don't find a way to add documentation to an issue or action plan. Does that functionality exist? If not, what do others do?

Donna White

Hi, Is there a way to retrieve deleted controls. Thanks, Pooja

Pooja Mehta

Can you bulk approve several test forms

Robyn Hoffman

Hi, I have a user, she's editor of the test, etc., and when she creates an issue in SOX workspace, she is unable to select the Gap (Design or Testing)' in SOX Issue creation. It is grayed out for her. She also cannot select anything in the Issue F...

Jeff Murfin

I wanted to see if there was a way to delete an attachment in the References section of a PBC Request. The request has already been sent and is in Progress. The Assignee and the Approver are the same individual but when she goes in she does not se...

Rebecca Allison

The reviewer's name was removed from a step in the review plan, so now the test needs to be approved. However it's not 'assigned' to anyone to approve. The approve button is disabled, and the review plan can't be changed. Any tips to move this tes...

Mary McVeigh

Hi -  I am trying to extract data from the SOX module using the API Get Records by Type (GET https://api.app.wdesk.com/graphdb/v1/types/).  The API response for record type "Test_Nature" only provided me with the unique values of the test nature (...

Mark I

Are there plans to fit the test steps and attributes to the width of the viewing area so that you don't have to scroll to see all of the columns in the test information? It used to fit the window but now you must scroll making it difficult to read...

Rebecca Demy Workiva Advocate

I would like to be able to make a copy certain controls so that I can create parent child relationships. Each child would be an exact duplicate of the copied control. but would relate to a difference functional group so that each group can be test...

Rebecca Demy Workiva Advocate