How can I see all my evidence from each month that I have uploaded in Workiva? Unfortunately I have not found that.
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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
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Our understanding of PBC requests is that assignees can add support to a request over time, and as long as they don't click "submit" until they are completed, the request will stay open, but we will be able to see what has been uploaded. The desi...
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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...
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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...
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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...
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We are working to set up our data in Wdesk and are trying to plan ahead on how to handle secondary controls. Does anyone else renumber secondary controls when they change their risk profile? If so, what format have you used for control numbering...
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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...
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We are looking for a RACI template to define Support responsibilities between Accounting and Systems Support.
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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...
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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...
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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...
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Would like to add new records but seems the only option is to upload individual, is there a way to upload a data set or matrix again?
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I would be interested in how everyone (Audit or SOX) handles other observations. In an audit, occasionally you may come across an item that is not a risk, but more of an efficiency or good practice to do that would be beneficial to the client. I...
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Hi there, We have a control for which system has been changed in 2021 (let's say we use system A in 2020 and now is B). As we changed that info in the control data (IPE > Relies on IT system field) we noted that the system info has also been chang...
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Workflow status
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Hi, I want to create a report that shows status of all controls as well as workflow status so that external auditors can see which test forms are 100% complete and workflow status is also "phase complete" / "approved"
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I am hoping to add on a new test form with new control updated for this year. Please advise how I can add this control, the control is not from the list of populated ones.
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We have managers who like to be the single point of contact for PBC requests during SOX testing. Some of the requests are answered by themself, some of the requests are forwarded via the Delegate function to members of their team. Once they have f...
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As we explored the possibility of using the Remediation experience we were surprised that those responsible for creating Remediation Action plans would need the role External Audit, Tester, Reviewer, or Manager to have access to the Remediation Ex...
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Is it possible to add a textbox or button within a control overview screen? We have external audit relying on certain controls and we want to be able to create a table specifying the status of testwork in relation to those specific controls.
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A Control Owner is getting a yellow triangle next to a file when attempting to upload within a PBC Sample request. The file size is 544 MB and it is an excel .xlsx file. Any hints as to what that error message means, and how to resolve it? Thanks!
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Hi All, Is there any way to change approver for a PBC request post the response was submitted by the requestee?
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Can you bulk upload issues into Workiva via template? Or are you limited to create multiple issues like "test forms"?
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I was curious to see how others use Workiva to complete their vendor's SOC 1 reviews. Currently, within Workiva we use a large spreadsheet document, and create individual SOC 1 has a few of a standardized review template. SOC 1 reviewers attach t...
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Has anyone used Internal Control Questionnaires (ICQ) in their Internal Control process. These ICQ's were compiled by the National Association of State Auditors, Comptrollers and State Treasurers, NASACT in 2013. Our state has numerous agencies t...
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Control owners (requestee's) have requested to be able to view prior year submissions for control evidence/PBCs. Is it possible for them to be able to see this? It will help streamline and speed up our processes.
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Hi, I am trying to add a reviewer to a test form where a reviewer is not assigned at all. I am searching through the manual but all I see is to click a "Add reviewer" button which I do not see on my screen. I do have owner access so I should be ab...
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Is it possible to upload all the controls related data at a time instead of each control at a time? If yes. how is it possible? How can we get templates that could make for a bulk data upload?
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Is there a way to adjust the scale of the x-axis on a chart in Workiva? I don't see the configurations.
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