Controls Management

After I have created an issue and am building and action plan or request list it would be nice if that information populated from the existing issue so we are not typing this information over and over.  Is that something that is out there?

Tammi Cross

We’re currently updating our WData setup to accommodate files produced by an FCCS DLR and lightly transformed in AWS. These files contain data for multiple entities in a single file, unlike our previous setup where each file represented a single e...

Sanjana Soni

Hi, Is it possible to share data between two separate organisations in Workiva. The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting?  Thanks

Kirk Chilton

Hi Team, We noticed that, while updating the description of control of one Program Year (eg: ABC), it updates the description of the same control (ABC) for all other Program Years as well. How to prevent this issue? Thanks You !

Sreelakshmi Rajesh

Hello, Is there a way to create task process that are tied to individual test of controls?  Thank you

Daniel Cedillo

My org would like anyone included on a specific request whether it be a creator or assignee to be able to reopen the request even it it has been completed. My understanding is that currently only Request owners, assigned reviewers, and Data Admins...

Mark Majoras

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.

Daniel Cedillo

I'm seeing a duplicate RCM on the RCM report. One is showing the correct info and one showing what looks like a prior info. The only difference is the frequency. Correct frequency is Ad hoc but why are we also seeing a duplicate showing a frequenc...

Julie Tran

Is it possible to prevent test forms from being automatically deleted when a control is removed?  We have to store Test Forms for a period of time based on various regulations (SOX, FINRA, NFA, FCA, etc.).  We have noticed if an older control gets...

Tayler Kuhn

Hello everyone !Thanks to a report, I want to count the number of attributes for each test form.At the moment, I can list and group the attribute names (red column), but I am not able to display the number of attributes (green column).I have tried...

David Villemur

Subject says it all. I have tables in reports (Audit module) and column width looks arbitrary by delfaut and ajusting them on the fly last only few seconds until next reflesh.

Simon Borduas

How can I mass include the walkthrough phase for all my SOX controls?

Mariana Call

Hi Team, I want to know how to upload multiple data into the control/process/etc tables at one time and mapping the fields into the Control Management Workspace

Somu Sri Pavan Sundeep

We are reviewing controls and currently have a 1st level review and 2nd level review. How would i change the responsible person for the first level review if they have taken a leave of absence?

Matt Giannini

Hi My organization doesn't have a homogeneous control environment, so the current folder structure in the Testing Experience isn't suitable for our way of working. Would you have anything in the pipeline to enable sub-folders in the Testing Experi...

Arthur Magoola

Please indicate if the functionality to export the evidence testing tables to excel or CSV is in the pipeline.

Paulina Lowe

It would be great if an end user could simply upload a list of pbc requests rather than go through the CSM. When I used Workiva in circa 2018 with a different company this was a request then. Fast forward to 2023, this is still a request now. 

Imole Babaniji

Hi,  Is anyone aware of how we can have the external auditors be able to export files in bulk as there are certain documents that they will need to bring out of Workiva into their audit tool. Thanks! 

Jim McCabe

When creating a new quarterly report, the most recent report does not automatically reorder with the most recent at the top or even in the order of Q1, Q2, Q3. I'm seeing Q3 in the middle, out of order. How can I reorder the reports?

Kevin Cantwell

How can I see all my evidence from each month that I have uploaded in Workiva? Unfortunately I have not found that.

Reto Waser

I can not upload an Excel file as a test form attachment (i.e. as an evidence of an attribute testing). I tried several times with no success! Are there any criteria which Excel files need to meet in order to be uploaded to WDesk? Thank you  

Georgios Hatzistamou

Is there a way to dynamically insert data from a report to it's connected sheet? If not, we need the ability to insert an entire report into a document. As data is refreshed in the database there is currently no way to know whether a connected she...

Rebecca Demy Workiva Advocate

Is it possible to create an "Overdue" status for PBC requests in addition to the standard PBC statuses as shown below that could also be a field in PBC reports. The status of overdue should be calculated based on the due date. This would allow eas...

Rebecca Demy Workiva Advocate

When we create a request based on an existing request, we are unable to edit key fields such as assignee, approver, or the phase name that gets automatically associated with the request title.  This forces us to create each request from scratch.  

Jeff Hammond

I'm trying to approve tests forms in SOX. I have been already added as the Reviewer in the Test Form but it I do not see an approve button. If I make a right click on the mouse or try Editing the review, it does not give me an approve button eithe...

Danilisse Padilla

It's not Wdesk related, or maybe it could be?  We have a monthly internal PBC listing that has thousands of rows. It's similar to a PBC, except it's used internally only. It's really beneficial for SEC related, especially if we need wps from depar...

Dalisay Pingul

The auto-calculated 'Next Review Due' field for a document is calculated based on Frequency of Review, Review Month and Review Day; however, I have a document with a last approval date of January 20th, 2020. In these cases, I would want the Next R...

Permanently deleted user

Hi, I'm aware that there's a page that describes most of the Workspace roles, but there are a couple that are not mentioned. Can someone clarify what the following roles entail? + Dashboards ( Full ) + Data + PBC Requests + Reports ( Full ) + Tes...

Henry Thai

Is there a self-service method by which I can update the drop down menu options for an existing field in my Audit form? For example, our Audit form has a 'Status' field with drop down options of Open/Closed and our Issue form has a 'Category' fiel...

Carley

Can you use information that was uploaded in the data set in the evidence field to make requests, rather than having to individually add requests on test forms?

Roger Kirton