<i class="icon-match-category w-icon w-icon-29 wk-mr-6 w-icon-twfr-database processed" data-category-id="360002299692"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-folder-attachments-g2 w-icon-two-color processed" data-section-id="360007220531"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-beaker processed" data-section-id="360007220511"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-audit w-icon-two-color processed" data-section-id="360007220491"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-preview w-icon-color processed" data-section-id="360007220471"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-sox-report w-icon-two-color processed" data-section-id="360007128192"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-dashboard processed" data-section-id="360007220451"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-user processed" data-section-id="360007220411"></i><br>General Q&A and discussion around the Workiva Solutions for Governance, Risk, and Compliance. For database product questions, see the <a href="/hc/en-us/community/topics/360001332351-SOX-Controls-Management" target="no follow">Database topic</a>.
Hello Dears, I couldn't find all the roles i have here in the workiva website. Article on understanding workspace roles and organization roles don't cover all the roles here could you please give me detailed information of scope and feature on...
Hello, Is it possible to send an email notification (or any other type of notification in Workiva) to a set of users when a new report is created? Here is the context of what I am trying to achieve: I have an automated integration that imports co...
As a GRC user, I’m exploring options to archive certain data types within Workiva so that historical information remains visible on existing records, but is no longer selectable when creating or editing new records (e.g., audits, risks, or control...
Is there a way to set up the permissions in Documents or Spreadsheets to allow users to edit the files but NOT to able to publish those changes through to linked files? From what I have read, the "Owner" role is able to publish other people's chan...
There is not a sandbox environment for the risk module. It would be very helpful. Having an optional feature to allow the production data to be copied daily would also be ideal for me but realize some may want just test data they create. I know ot...
I am currently using Local File Sync version 1.17.0 and have started receiving notification pop-ups indicating that version 1.19.0 is now available. I have a few questions before proceeding with the update: Change Summary: Could you please provi...
Is there a way to view the history of Evidence Testing within the Markup section of a test? I’m trying to access a previous version of a test I worked on, specifically to retrieve an attachment I had removed but now find relevant again. Any guidan...
I was wondering if there's a workflow that exists for requests where a manager would have to review the request prior to sending to the auditee? This would help to allow the manager to review the requests prior to them being sent to make sure the...
In Testing, under Evidence Testing, can the cells be merged within the matrix (Testing table listing the samples).
Hi, I am keen to know what use cases you are using processes for, specifically in the GRC suite for Audit, Risk and Controls. Thanks, Michelle
Is it possible to enhance the wording and visual of the wording regarding no replying to Workiva notifications? We include it in our customized text, but still have users replying to the notification emails. Ideas make wording more clear (This is...
Hello, Is there a way to bulk open all of the Attachments within the evidence testing. Currently I am having select each attachment and open with open file sync.
I would like to be able to set up automated reminders to Action Plan Owners to update on progress of remediation. Is there a way to do this?
Within our current audit engagements we have a Test of Design connected file where we write out the details of the design of the control and our test of one from our walkthroughs. Within the document we see we have the ability to attach documents...
We're using the SOX/IC-database for some years now and over the years, some data dump accumulated, especially in the Title data type. With people turnover and organizational changes, we have now over 200 titles available and there are a couple of ...
Hi Team, I would like to utilize the Report Builder functionality to create risk/control reports for various risk/control categories and subsidiaries, so I need to filter columns to get the right data. One issue I ran into is that I can only make ...
I would like to know if the COBIT Framework can be included into the Compliance Manager? Or if there is a timeline for its implementation. I was not able to find any post regarding this. Thanks
Hi everyone, We are in the process of implementing Controls Management for a client and have a new requirement. Is it possible to automatically populate systems/assets to controls based on classifications? Alternatively, if specific field values...
Hey all, we just recently implemented Workiva so apologies if there's a dumb answer to this. Is it possible to have a calculated field within the Risk or Control form? For example, if I rate Risk Impact as High (3) and Risk Likelihood as Low (1) ...
Hi Team, How to add/create/edit action plan forms, issue forms and test forms in Workiva
What is the difference between the testing start date, testing completion date and Due date? and If we remove the Due date will it impact anywhere?
Is it possible to reference a Report in the Internal Controls Database to a Certification letter? I would like to link our RCM report to the quarterly SOX certification, so the Control Owners can jump into the report to look for their controls if ...
Has anyone created a report or is there some embedded functionality in the SOX or IA modules that allow for users to create a risk universe?
I'm curious as to what others are doing for efficiently working through comments in the Audit module. The frustration that we're currently having is that the Audit module doesn't identify which audit project a comment relates to. This becomes par...
In the control forms, there is a field where you can select yes or no under "In Scope for FCC Review". Sometimes when we are testing, we need to double check this, so we would like to have the same field added to Test forms to save us having to go...
Nos complace anunciar una nueva capacidad que le permite crear varias solicitudes a la vez. En la página Solicitudes, hay dos opciones enumeradas en el menú Crear: Crear a partir de existente Crear a partir de una hoja de cálculo Seleccione crea...
Screen shots are a fundamental part of auditors support. When Auditors can grab their own support from source systems screen shots are often used. Three potential features with screen shots could be: Screen shot and name a new document directly l...
When I hit Create New Frequency in the control frequency drop-down, I get a brief glimpse of some boxes at the right but then it goes away - is this something that has to be changed by the CSM? I'm trying to add a new frequency type to the dropdow...
Hi team, Is there a way to create pivot tables which have columns with only count numbers instead of columns containing checkmarks? Thanks
