Controls Management

Hello, Our team has a contractor who will be working on a specific set of controls and data of those controls, and we would like to limit their access to only the relevant items. Specifically, we need to ensure they can only view and interact with...

Daniel Cedillo

Is it possible to make text or links in the footnotes or other parts of test forms (e.g., for PII controls) copyable after the form is closed?

Jelle van den Berg

Currently if a large number of support are submitted into a sample request, the dropdowns to perform markup do not allow for easily organizing and accessing the samples further down in the upload. If there were more options around being able to ac...

Gifford Waltz

My company is starting to explore using Claude connectors / MCP into our ERP to help improve efficiency around flux analysis, reconcilations and more.  Is anyone else looking into this yet?  I am trying to understand the full impact on SOX scoping...

Nancy Jordan

Hi all — is anyone using Workiva to collect control evidence on an ongoing basis? One of my main challenges in managing the SOX testing program is timely evidence submission from control owners. I’m considering implementing a process where: Evid...

Amanda Nino

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

Currently using a centralized document and would like to explore Workiva's capabilities 

Kevin Lee

We're relatively new to Workiva and looking to take full advantage of its capabilities. Wondering if anyone can share what successfully integrating risks, controls and procedures looks like? What are the keys to successfully integrating these comp...

Mike Hetue

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

Has anyone been successful at using Workiva Audit Experience to create, send out and gather responses to post audit client surveys?

Debra Chiericoni

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

Under which circumstances is Information Produced by the Entity (IPE) required by your external auditor? Could you please provide some instances of particular IPE that your external auditor has explicitly required? Are IPE requirements incorporat...

Alma Fang

After bulk importing the PBC requests, we found that only the individual who imported the requests had permissions to view the requests. We had to go in and update the permissions for each request one-by-one. If this is the only way to import requ...

Jada Jeter

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

To assist with efficient communication of outstanding requests, is there a way to automatically generate a requests summary report of all outstanding requests for an assignee that can be sent on a specified frequency? For example, every week an em...

Austin Nkanka

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

Hi, Is there any way that I can import the Control owners in Workspace to add to the Group Under "Members" tab of Classic Certification module?

Suresh Potti