<i class="icon-match-category w-icon w-icon-29 wk-mr-6 w-icon-twfr-database processed" data-category-id="360002299692"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-folder-attachments-g2 w-icon-two-color processed" data-section-id="360007220531"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-beaker processed" data-section-id="360007220511"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-audit w-icon-two-color processed" data-section-id="360007220491"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-preview w-icon-color processed" data-section-id="360007220471"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-file-sox-report w-icon-two-color processed" data-section-id="360007128192"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-dashboard processed" data-section-id="360007220451"></i><i class="w-icon w-icon-md icon-match-section wk-mr-6 w-pb-4 w-icon-twfr-user processed" data-section-id="360007220411"></i><br>General Q&A and discussion around the Workiva Solutions for Governance, Risk, and Compliance. For database product questions, see the <a href="/hc/en-us/community/topics/360001332351-SOX-Controls-Management" target="no follow">Database topic</a>.
Hey all, we just recently implemented Workiva so apologies if there's a dumb answer to this. Is it possible to have a calculated field within the Risk or Control form? For example, if I rate Risk Impact as High (3) and Risk Likelihood as Low (1) ...
Hi Team, How to add/create/edit action plan forms, issue forms and test forms in Workiva
What is the difference between the testing start date, testing completion date and Due date? and If we remove the Due date will it impact anywhere?
Is it possible to reference a Report in the Internal Controls Database to a Certification letter? I would like to link our RCM report to the quarterly SOX certification, so the Control Owners can jump into the report to look for their controls if ...
Has anyone created a report or is there some embedded functionality in the SOX or IA modules that allow for users to create a risk universe?
In the control forms, there is a field where you can select yes or no under "In Scope for FCC Review". Sometimes when we are testing, we need to double check this, so we would like to have the same field added to Test forms to save us having to go...
When I hit Create New Frequency in the control frequency drop-down, I get a brief glimpse of some boxes at the right but then it goes away - is this something that has to be changed by the CSM? I'm trying to add a new frequency type to the dropdow...
Greetings, I sent out a request to the Assignee for evidence. The Assignee sent the evidence to me directly outside of Workiva. I am able to upload the files into the request, but I am unable to close the request. Suggestions?
Does Workiva have the capability of sending a link to a Process Owner and presenting the Action Plan procedure for the Process Owner to fill out and submit? Right now, all I can figure out is to send a request to the Process Owner, asking them t...
Have there been any changes to the time tracking in the test forms? We've noted, there are much more fields than in the past year which creates confusion for our testers which fields need/must be populated? There was no such announcement, nor does...
We are using time tracking in our SOX testing to track and calculate the time spent for SOX-testing. Recently we've changed (i.e. deleted) some time entries from a test form. However, we noted that the correspondent time tracking report still cont...
After the Rollforward was completed and our SOX/IC-database was ready for 2023, we noted that controls, that were decommissioned in the prior year still have a link to the current year SOX program in the Evaluation section of the Control Data Type...
After a request has been sent, if I update permissions and assign another "Owner", "Editor", or "Viewer" on the request, will the be notified? Will there be an option to update the "Notify Others" box after a request has been sent? And if someone ...
We are doing an annual clean up of controls in our SOX workspace and have controls that are no longer needed. Is there any guidance/documentation on the best practice for removing these controls and the impact they have on history? I know there is...
Regarding the new Risks Experience that has been published, I have concerns that the permissions are not applied, and users are able to see the Risk Owners, Risk Descriptions, etc. for risks to which they do not otherwise have permissions to view,...
Our team was initially using Workiva for SOX, however we've recently added the Audit Module. When using Local File Sync, the 60-minute limit is causing some issues now, as the Audit team frequently has files open longer than 60 minutes. Why is t...
Is there any way to retrieve or restore a deleted test form from the Admin side or the Workiva support side? If not, can a "trash can" folder/functionality be added for the Admins?
Hi, How can I edit or add additional options under the the "Include a new phase" icon? I would like to include a "Year-End" option as well. See below.
I am working on the "Request" experience creating multiple tasks (PBC Requests). Now, I'm adding additional collaborators that were not originally added when I created the "requests". I want to make sure they have the right permissions to the ta...
Hi How can I restore requests against which data was uploaded but were mistakenly deleted
When I have selected a Data Type for 'New Record Creation' in the Report Permissions - Editing Rules, how does someone create a record? This has not been demonstrated in any of the help videos.
Is there a way to resize text boxes within Audit Procedures?
We've been trying to use the local file sync functionality and have run into various issues. Is there anyone using the functionality in their program?
I'm trying to delete a reviewer accidentally added to a review plan. Is there a way to delete a reviewer from the SOX platform?
I recently had it come up that whenever a user uploads a PDF file that already has items highlighted within it, whenever we try open that PDF in the markup viewer, the highlight actually covers and hides the amount, instead of highlighting it. Su...
We can enter multiple lines within a single cell of a Spreadsheet by hitting Alt-Enter. The same is true in an embedded spreadsheet. However, that apparently is not the case when editing a cell in a Test Steps and Attributes table. If this is t...
1. Can we modify the assessment forms and templates? 2. Can we change the current risk scoring from (1-3) to (1-5) and how do we execute it? If so, is a specific role required? 3. Can we rename the nature and basic fields if the client has a dif...
Hello, I've noticed that the filters on reports in the SOX workspace are static. When you search for criteria in the filter box, you can then hit Select All to include all the filtered items. BUT if you leave that filter in place, and a new item i...
