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.
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Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
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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...
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It would be helpful to be able to quickly filter or sort directly on the columns in the gantt/table views of the resource plan. Currently we have to click the filter button and add a filter. But that requires so many clicks and sometimes we want ...
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Hi How can I restore requests against which data was uploaded but were mistakenly deleted
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I am reaching out to see if there is another organization that uses Wdesk to prepare audit workpapers. Our office purchased this software a little over a year and a half ago and we are now working on a desk manual. We are also trying to work out a...
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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.
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It would be extremely helpful if there was an automated function to track time within SOX test forms, specifically a button to pause or start a timer when beginning a new phase of a Test Form whether that be In Progress or In Review. This would el...
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Is there a way to prevent a user from entering a zero in the Order column within a test form Review Plan? This happens occasionally and requires manual investigation and correction if the test form is submitted for review. A default minimum valu...
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For Sox testing we have audit access into Blackline and we go in and pull the evidence we need for each control. Is there a way to automate this process?
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The State of the SOX & Internal Controls Market Survey is a report critical for SOX compliance professionals. It provides valuable benchmarking data that can help you understand the maturity of your compliance program, and includes data about com...
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Is there a way to resize text boxes within Audit Procedures?
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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?
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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?
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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...
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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...
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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...
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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...
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Hi Can have tag a responsible note preparer in each section in Wdesk editor and can we download CSV/excel to see who has tagged in comments while reviewing.
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After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
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Are there Wdesk best practices for conducting projects under Attorney-Client Privilege beyond the normal set of Owner, Editor, Viewer permissions? Can there be... Project folder level security? Document or project passwords? P&C issues filtered f...
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I really like the way in which I can customize the form templates in the DATA experience. Only problem is -- all my changes are not applying to the forms -- even after I publish. Is there something I am missing?
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In documents, there is a nice icon that provides a HISTORY of when the document was updated. Why is this also not done for issues? This would be extremely helpful to see when the last time an issue was updated or looked at. Giving us the same i...
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Hello, Few weeks back, I created a new audit (20X1) using an existing (prior) audit (20XX). I then went into the 20X1, and then renamed the procedures and groups to match the new audit requirements. After a week, I came to 20X1 audit and noted th...
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Hi, I would like to modify the title of some evidence request - as there are not clear enough (several have the same title for different request). As this tool is a storage and historic tool for following years, I would like this first audit to be...
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I'm curious to know how other companies have been impacted in performance of controls due to COVID19? And how you are approaching testing of controls/ quarterly sign offs , and assessment of deficiencies? For example, if a key control in operat...
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How can we set security on the issue forms so the auditee can review and respond but not have access to anything else in the audit. For now, we are exporting the issue to Excel and obtaining responses via email.
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The blog originally appeared on Workiva.com on May 2, 2019.Written by Ernest AnunciacionRecently, The Institute for Internal Auditors (IIA) released their 2019 North American Pulse of Internal Audit report, and it is packed with some actionable ti...
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Watch this video to see how Wdesk can help internal audit professionals. Learn how you can create greater efficiency in internal audit processes and stay confident in the work you present.https://workiva.wistia.com/medias/8pvs2xnejbFor more inform...
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