Controls Management

Is there a way for someone other than the Assignee on a PBC request to receive notifications? I understand there is a "Notify Others" feature during the initial request set up, however that only seems to send a notification to another person when ...

Rebecca Allison

Is it possible to make "View Row Coordinates" visible by default in a report? I am frequently looking at the number of records in reports and have to toggle on Row Coordinates, it would be very helpful to make row coordinates permanently displayed. 

Christopher Clark

Hi, If I want to create a attribute testing matrix without sending a PBC request, how can I do that. Suppose there is no population as such and I dont want to send any PBC request for samples. I just want to create an attribute testing matrix in t...

Pooja Mehta

Hi, Here is the scenario:  - One standard control (say CTRL-5) that is applicable to multiple legal entities (say 10 entities)  - we need to test the control for each legal entity and there are two test phases: Interim and Year-end i.e. total 20 t...

Anit Jain

Please consider adding a "remind all" function that allows a click of one button to remind folks who have overdue PBC requests. Having to click and remind one at a time is super frustrating and it is not easy to tell which you have reminded and wh...

Rebecca Demy Workiva Advocate

In the External Audit Form, files are uploaded to the sub-procedure under different procedure (i.e. Audit Planning, Audit Mobilization etc.). If I don't know whether certain file is uploaded into Workiva, is there a way to search the file without ...

Lin Fang

Hi - We are attempting to bulk edit Attribute Descriptions across a number of controls. When selecting the rows and right clicking, we are not given the 'Bulk Edit' option. Is there a solution to this? Thanks in advance!

Corin Owsley

Hi folks, Is there a way to mass upload PBC requests into Wdesk? It is a bit tedious to create each PBC request one by one manually..  

Anit Jain

Please explain the difference between Next Gen vs the SOX Database.  We are currently on the older classic SOX WDesk and I'm confused about the different upgrades that can/need to be undertaken.  

Charlotte Williams

I can resize column widths in SOX & Audit Management but cannot see a way to save the column widths for the next time I'm in the report.  Is that possible and if not, is it on the roadmap?

Greg Barnard Workiva Advocate

I am trying to make flow charts using a presentation and need to link text back to control descriptions. I got one link to work by copy pasting the control to the presentation but was not able to replicate this. Is there an easier way to create th...

Connor Lavis

Hello,    I would like to update the dashboard to become a fully equiped tracker. To do so, i would need to have some empty columns "comments" so I could puts comments on what are the next step for this controls/ What are we missing etc...   I see...

Louis Lafond

I am wondering what limitations users have run into by using the Wdesk PBC request area with their external auditors. We have started the process but keep running into issues that we weren't made aware of until it was too late so I am just trying ...

Ashley Gates

Is there a hot key or any way to format the text within the test form text boxes to show multiple lines?   For example, we have a procedures performed box for each control, which is where we type in the steps of the control. We currently cannot fo...

Maggie Madej

As a reviewer, I see many instances where the Control Tester did not organize the files uploaded.  In the attached screenshot you will see the population and sample documents are all together.  Is there a way to move the documents into the correct...

Jordan Baxter

We are in the process of implementing Workiva.  Just last week we were told that we could delay sending sample requests and the receiver would see one email with multiple requests in it.  Is that correct? 

Gabe M

I'm trying to create a link between our wdesk database, which stores control information to a word document in a project folder, so control information updated in the database is automatically updated in the word document. How would I create this ...

Gabe M

In the SOX module, we would like to be able to export all of the controls and associated management design procedures and testing attributes into a single document, but I can't find a report or means do this .  Is this possible in Wdesk?

Denise Miller

Don't know if there's a file size limit on files being uploaded to PBC requests.

Janet Flora

I have a population file from which I selected a number of samples within workiva. The sample file has 25 columns. I need only 10 specific columns to be pulled into the testing document. How can I make this selection? Is there a limit to the numbe...

David Siegelman

The client had uploaded sample selections via PBC request sent by us and it shows that the task in 'Sample' as completed. The client wants to upload more files in the same request using ‘upload additional files’ functionality, however, it is grey ...

Deepanshu Gupta

I am trying to create a new test phase on an existing test form for a remediation. The title of the test phase I want to add does not exist in the drop down. Does anyone know how to create a new test phase that does not already exist?

James Petrow

Is it possible to delete pages from a document in the evidence viewer after it has been uploaded?  Currently the only way I can figure out is to download the document, delete the pages not needed then upload again.  

Cheryl DeJarnette

I want to download files FROM wdesk and all the questions I see are how to import/upload TO wdesk or xbrl downloads.  I am particularly interested in downloading visio files so I can edit more easily and quickly than I can do in wdesk, but when I ...

Joann Henry

How do I add IPE section to my existing contols?

Humzah Lodhi

We are pleased to inform you that we are focusing our efforts over the next several months towards improving our SOX Test Form experience. Our two primary areas of focus will be increasing performance, and improving the look and feel of our test f...

Shay Boudreaux

Is there a way to export a controls report that details the significance (key vs non-key) for each control?

Andrena Dicks

Wdesk Internal Audit - I want to create a bar chart to display all past due controls. I do not find any filter which can filter dates less than today. Is there a way to do it? -  Wdesk Version 1.5.1166

Vinit Malviya

How to create multiple risk for specific control one control. Our framework has the controls which mitigates multiple risk & has multiple risk description. In current set up ,we have to update the all the risks under one risk tittle and risk desc...

Pritesh Kapadia