Workflow IQ Configuration

Welcome to your first deployment set up! This page will provide step-by-step instructions for the Workflow IQ (WIQ) configuration process.

WIQ automates and manages collaboration between Continuous Controls and your teams. The POC process will open and assign sample tasks to ensure your team is fully integrated with the environment.

This POC version will auto-create an "IT" team in your new customer WIQ organization. Per the instructions below, this team needs to be configured to enable the following feature requirements:

  • The "IT" team needs to have an Approval system configured.
  • The "IT" team needs to have a Task system configured.
  • The "IT" team does NOT need a storage feature at this time.

1. Onboard IT Team in WIQ

  1. Open an incognito browser window.

  2. Go to the WIQ URL at:

  3. In the first login window, enter your email address, then select NEXT.

    • After, you should automatically be redirected to your identity provider (Amazon, GitHub, Google, or Microsoft) sign-in page.

  4. Sign-in to your identity provider.

  5. You will now be redirected to the WIQ home page.


    • Select your corporate identity provider login option.
      (Amazon, Github, Google,or Microsoft )

    • After, you should be redirected to the WIQ home page.

2. Add Task Connection/Feature (JIRA Version)

  1. From the WIQ home page, select Connections

  1. On the next page, select "+ Add Connection"

  1. Driver = Connected task system (JIRA for example).

  2. Name = Create an arbitrary name but consider something like “IT Team JIRA”.

  3. Host = Task system URL, excluding “https://” portion.

  4. Email = User application email (JIRA user email).

  5. API Token = (Created in your JIRA user profile settings):

    1. In a new browser tab, Open JIRA.

    2. Click on your User icon.

    1. Select Account Settings.

    1. Navigate to Security.

    1. Select API token.

    1. Select Create API Token.

    1. Copy the API Token from Create an API token window.

  1. When done with the API Token entry, click Save.

  2. After saving, Test the new connection.

3. Add "IT" Team Task Feature and Validate The Connection

  1. WIQ Dashboard select TEAMS.

  1. On the next page, select the "+" icon under the "TASKS" heading, to add a new team task.

  1. Select Driver from drop-down.

    • The previously created Connection Name.
      (ex. "IT Team JIRA")

  2. Pick from the drop-down selections for your IT team:

    1. Project Name = (pick from populated list).

    2. Issue Type = “Task”.

    3. Issue Status = Should be whatever issue status indicates that you have completed a task. (“Done” for example)

    4. Webhook JQL/Comment/Enable Comments/ = SKIP THESE.

  1. Select Next when done.

  1. Next, you will need to check and validate the connection to JIRA. To do this:

    1. Click VALIDATE.

    2. Upon a successful validation response, click NEXT to continue.

  1. Create a new "test task" to test this task function:

    1. Team Id = Select from drop-down.

    2. Summary = General task summary.

    3. Description = General task description.

    4. Due Date = Self explanatory.

    5. IGNORE Callback fields.

    6. Select NEXT.

  1. Per the note on this next screen, open a new window and go to JIRA to view this new test ticket.
    (Do not select "Next" at this point)

  2. Open the test ticket in JIRA and change it to a completed or done status.

  1. Switch back to your WIQ screen and now select Next.
    (This may take up to 45 seconds)

  2. After selecting “NEXT”:

    1. The WIQ test ticket status will change to “CLOSED”.

    2. Test summary page will indicate “PASSED”.

WIQ is DONE! Time for a coffee break.
(The system needs to sync with the Continuous Controls platform)

REMINDER: Don't forget to close out this deployment ticket in your task system..