<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>.
Wdesk needs to improve functionality to meet typical users needs: 1. You should be able to edit more features after the original request is sent( add samples, tag request to another control,etc..). Another basic feature that is missing is the abi...
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 ...
When Controls are decommissioned in the SOX Workspace, they are still available within the Test Forms experience. In fact, you can even test the control without even realizing it is decommissioned. If a user attempts to create a test form for a ...
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,...
Hello there! I thought it would be helpful if when controls are reassigned to a new reviewer, there is a notification that goes out to inform the new reviewer. We have to reallocate resources on our team sometimes and while the new reviewer should...
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?
It would be great if SOX/Audit – Reports (charts) & Dashboards had the ability to drill down to view source data for charts Ideally this enhancement/improvement should work like this: Double-click on a chart section and open the report with the so...
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.
Hi, Is there a way to transfer a file provided by client ("PBC request") to its corresponding control form and that way take advantage that it is already uploaded within Workiva? It is very inconvenient to download the attachments -which are alrea...
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...
It would be helpful to be able to quickly filter or sort directly on the columns in the gantt/table views of the resource plan. Currently we have to click the filter button and add a filter. But that requires so many clicks and sometimes we want ...
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.
It would be extremely helpful if there was an automated function to track time within SOX test forms, specifically a button to pause or start a timer when beginning a new phase of a Test Form whether that be In Progress or In Review. This would el...
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...
In documents, there is a nice icon that provides a HISTORY of when the document was updated. Why is this also not done for issues? This would be extremely helpful to see when the last time an issue was updated or looked at. Giving us the same i...
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...
Watch this video to see how Wdesk can help internal audit professionals. Learn how you can create greater efficiency in internal audit processes and stay confident in the work you present.https://workiva.wistia.com/medias/8pvs2xnejbFor more inform...
