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?
0
Hi, does anyone know if there is way to copy and paste test attributes table from one test form of, say, Control A to another test form of, say, Control B in the SOX module? Anit
1
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...
0
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"
1
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.
0
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...
0
As we explored the possibility of using the Remediation experience we were surprised that those responsible for creating Remediation Action plans would need the role External Audit, Tester, Reviewer, or Manager to have access to the Remediation Ex...
7
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.
0
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!
0
Hi All, Is there any way to change approver for a PBC request post the response was submitted by the requestee?
0
Can you bulk upload issues into Workiva via template? Or are you limited to create multiple issues like "test forms"?
0
Hi, How can I add a child in the middle of the document? For example from 100 pages of the word doc, I want to add a child on page 5 without disturbing the data.
0
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...
1
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.
0
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...
0
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?
0
Is there a way to adjust the scale of the x-axis on a chart in Workiva? I don't see the configurations.
0
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?
0
0
0
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...
0
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...
0
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...
0
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 (...
0
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...
0
Are there any plans to associate test steps and attributes with the control rather than a particular test sheet? I spend a great deal of time recreating test steps and attributes when new test forms are created but are not "rolled forward" from a ...
1
Copy a Control
예정됨
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...
1
Is it possible to download test forms in bulk, or export a csv of multiple test forms via API, as well as download all attachments for multiple tests?
1
I no longer want to see decommissioned or inactive controls in my data type view or in control listings, etc. Is there a way to "hide" these controls or make them inactive so they don't show up anywhere? What about deleting them? Rebecca
0
I am using WDesk SOX for the first time as a Workspace Owner + Data Admin + Manager role. I received a notification when a tester completed a test, although I am not the control owner, test form owner or reviewer of that test. I am curious what ar...
0