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, Is is possible to export the certification audit trail within the reporting screen? When exporting either the 'process' or 'certification responses' tabs, there is no visibility as to when the preparers or approvers have actually signed off th...
With the new look and feel of certifications that rolled out recently, I can't figure out where to customize initial email notifications. This release notes from 2023 shows how to do it before the change: Release Notes: July 10 – July 14, 2023 – S...
There used to be an option to skip the task but recently I do not see that as an option anymore. Does the functionality to skip the task still exist and if so, where does one find that option. Otherwise, is our only option to either delete the t...
Is it possible to give selected certification signers visibility to other certifications? For example, Europe zone controller can view comments in Germany, France and Italy certifications.
In the past, you could elect to assign one person as a 'Certifier cc' for any Wdesk user. The Certifier cc would be copied on any automated certification emails that went to that member. Does that functionality exist today? If so, how do I access ...
We have several tasks that have a preparer and an approver. Is there a way for approvers to see tasks in conjunction with the preparer? Or will they only be allowed to see the task once the preparer submits it for their approval? It would be benef...
I would like to suggest an enhancement to the platform. Currently, when creating a Process, it is not possible to include a task in bulk. This feature would be extremely useful to streamline workflows and improve efficiency. At the moment, the ava...
Trying to add a new task to an active process, however, receive the message "Couldn't add action. Correct highlighted fields and try again" All fields are populated and no highlighted field is present to correct or update
We would like task approvers to have the ability to upload supporting attachments directly to the sustainability program. Currently, our process involves the preparer attaching their documentation to the input spreadsheet, while the final approver...
I have a document in my files that I would like to upload to a certification but it does not allow for me to attach it. I have tried to replicate the document as a new letter but it does not have the same headers and footers. Can you please assis...
I'm currently trying to move our quarterly certification process into Workiva certifications. I wanted to further understand how the "exception" process worked. Do responders get a drop down free form response box? How does this show up on the rev...
Hi, Workiva Team! I’m currently building processes within the Workiva platform. When working in the SEC Reporting solution, I noticed that it's possible to create tasks directly through the "Content Request" feature, which greatly streamlines the ...
In regards to this statement regarding Enabling email link authentication, "If your organization requires Single Sign-On (SSO), you won't be able to use the email link authentication setting, and all users will need to log in via SSO." If the SSO ...
Within a certification process, when adding a person to "Send to" a drop-down list of names populates, and I am able to search for/select the recipient from that list. Where is this drop-down list linked to, and how can it be modified? For example...
I know there is an option where a certificate gets routed for approval. This is great for a 1:1 relationship.However, is there any option to where the same certificate gets sent to three people, then it gets routed to their manager? so a 3:1 relat...
Currently, Assignee at step 2 and the subsequent assignees cannot send back the workflow. Currently, there is only 'submit' button for the signers. The signer has to click on modify and add comments in order to return it to submitter. This creates...
I'm interested to know if it's possible to schedule processes. For example, I have a process that needs to be started 6 times a year. Now I use PowerAutomate the send automated emails during the year. Would it also be possible to have processes st...
Is there a way to ask for the certifiers to upload their documentation or support of their review/analysis prior to them performing their certifications? To capture the full audit trail?
We set up a few processes for our audit data collection templates. Each process has over 100 actions. We realized that if we need to make a small change (such as edit instruction box or change a due date for all tasks), we need to click on each in...
In certification letters, is there a way to create a question that allows for a free-form/text box response, without having to use the radio buttons at all? I know it is possible to use a single answer option and check the "exception" box so that ...
When we've attempted to create a bulk task for multiple assignees, we've found that when the first assignee completes the task, it renders all the other assignees' tasks complete as well. Is there a way to set a bulk tasks, but require each assig...
Hi Team, We do not have any commentary section for those Letters or Tasks which have missed deadlines (Signer or Approver). There should be a mandatory commentary section (may be below the signature where, signer or approver signs) available for t...
Hi Team, is there a way to utilize the linking function in the Certifications process so that dates in the templates are updated when rolled forward. If not, can you please let us know if and when the team plans on implementing this function? Than...
The link override feature has been helpful in our reporting process. However, I have not found a way to link override in tables within a document. I could always create a new column in the factbook for how I'd like the quantitative/qualitative art...
The prior certification process allowed us to customize notifications so that, if we want, we could have certifiers be notified daily until the due date. This still isn't an option, which is requiring us to manually push a notification before the ...
After using the certifications/processes for our quarterly SOX signing for a few periods our users have the following suggestions/questions/requests Is there any plan to improve the organization of processes on the Processes home page. The list o...
Hi, When we build processes we use the due date functionality within tasks. Some of the processes also use the One after another functionality. The question is twofold - if we experience a delay and want to give downstream preparers extra time, is...
Is there a way to reassign a signer to a certification letter after a process has run. Sometimes I am told the original signer listed is no longer responsible for a particular activity and I am asked to reassign the action, not add an additional ...
Whilst a preparer can add an attachment to a certification in a process, it would appear an approver can not, is this functionality available or will become available? Thanks
I created a bulk certification and one of the recipients was unable to log on and complete his certification but did complete a manual one for me. So now, how do I manually approve or mark his letter as approved.
