Q&A and discussion all about <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes#toc-13887422791188" target="no_follow">Certifications</a>, <a href="https://support.workiva.com/hc/en-us/sections/360009876152-Processes" target="no_follow">Processes</a>, and <a href="https://support.workiva.com/hc/en-us/sections/360007424912-Tasks" target="no_follow">Tasks</a>.
Hi all, We just started using Workvia a few months ago and noticed that once we create a task, the system sends automatic reminders that cannot be altered. Although this is nice of course, we would like to adjust them so they are not sent i.e., at...
It would be much cleaner and easier to keep track of tasks and follow up if we only can see the open tasks for the period. Is this a possible product feature that could be implemented?
After kicking off the certification process, some control owners are on extended leave and new team members are performing the control. How can I recall or delegate the original certification from the original control owner? This will help reduc...
Is there a way to export the process letters from the system en masse once the process has been 100% completed?
We have been using tasks on my team to prompt managers to review and approve certain Regulatory reports. During internal audit or SOX reviews of our processes, I realize that when I tell the auditors that the approvals are in Wdesk they can not s...
If a signee needs to send back a certification to the first signee or creator, do they select Modify then reset and provide a response?
Classic certifications included the capability to download exception responses to a csv format and also generate a pdf report. New certifications only allows filtering of exception responses on screen - ability to export is grayed out. This feat...
Hello, I am looking for a quicker way to see the specific dates that each person signs off on a certification. In the Process Status section of the Certifications Process dashboard, I don't see an option to add a column for the dates approved so ...
Is there a way to copy a process with certification tasks without it including the letter? We have an updated letter that is used each quarter, but when copying a process from the prior year it includes the prior letter. This is inefficient becaus...
Hi, we are creating lot of Tasks and comments during the preparation of Annual Statements in Wdesk. We want to create a report on No of tasks created with its status so that at any point it can be monitored and any delays can be notified. Similarl...
Hi There is the certifications section that helps us track which users have completed the review of their risk register each quarter. However the only link to an entity/department is by naming the certificate. For example, we have to do "[Business...
Currently when we want to do a certification activity within processes, we must select who the one person is that can do the signing. However we are finding more and more use cases where the possible that could complete the certificate and do the ...
We have a process with multiple letters where most respondents include attachments to support their responses. Currently, in order to review these, we download each letter and each individual attachment and create a binder for the responses and at...
With the new Task filtering feature, you cannot make bulk edits to Users or Due Date when you select multiple tasks in a filtered view (only Tags). Without this ability, this new filter feature has limited benefits. Will the bulk edit function be ...
Since Workiva only ensures backups of data for the preceding 30 days per the latest SOC I report, we are needing to download the PDF versions of the certifications for our record keeping requirements. When exporting the Certification Response rep...
Is there currently a way within a process to have a custom email sent to the signer of the letter and a different custom email sent to the approver?
Is there any plan to assign different due dates to different signers in a certification? For example - we need signer 1 to sign by Jan 6th and then signer 2 to sign by Jan 7th. Having just one due date of Jan 7th always tends to put the last sign...
Is there currently a way within a process to perform a find all / replace all to all the certification letters within that one process?
We've observed that if a file containing incomplete tasks is deleted, reminders will still be sent for those tasks, and the tasks still show up in the "My Assigned Tasks" dashboard area, even though the file is no longer accessible to the assignee...
Is there a way to remove the functionally or disable the move to "viewer" feature of when an assignee turns a process task to Submit - ready for approvers. The document becomes View only to the assignee and the approvers. We need the approvers and...
Is there a way within a certification letter to make end users click the hyperlink to a workiva file before they can sign their certification letter? Is there a way for us to track which end users clicked the hyperlink within the certification let...
I would like to know how to automatically send a report link in a certification? The report would be one run by each control owner showing the controls assigned to them so they can verify the control is still in operation and control description r...
Hello, We are using the workiva process functionality to collect internal support, and some of the people who provide the support aren't frequent workiva users. Is there a way to mark an action complete on their behalf? We want to maintain them a...
Within the certification module (to be retired), there was an option to assign a contact for our certifiers to reach out to. Currently, the default is whoever runs the process. Is the feature to add a Contact possible in the new processes? This is...
Dear Workiva, Our Assignees to certify a letter don't log in to Wdesk. They receive a notification email with the link to certify a letter. Using the classic Certification process, the signers were able to generate the PDF letter report using the ...
Dear Workiva, Our letter assignees requested to have the save draft option before submitting or certifying a letter. The assignees requested to be able to take online or on a PDF draft their responses and share them with their managers for discuss...
Dear Workiva, The new Process-based solution does not allow changing the submission due date of a single letter of the process. Requirement: Process creator should have access to revise/ extend due dates at the letter level. Thanks,
I have had multiple signers that had partially completed their certification and when returning, none of their responses were saved. However, I have had signers that have had their work saved when closing out of the certification. Is there any rel...
I ran a few test processes for the new certification procedures, but I do not see an option to delete them once completed. Is there a way to remove these test processes?
