<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>.
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...
After setting up anticipated Audits for 2021 in the planning experience 1. Could not edit/change activities 2. Could not edit/change project name 3. Should this pull Actual hours spent from the Audit itself? 4. Will there be a column in future th...
Hello, Few weeks back, I created a new audit (20X1) using an existing (prior) audit (20XX). I then went into the 20X1, and then renamed the procedures and groups to match the new audit requirements. After a week, I came to 20X1 audit and noted th...
