Wayfinder Builder
Wayfinder Builder allows organizations to define and manage step-by-step compliance guides tailored to their internal processes or regulatory frameworks. These templates enable structured task tracking for certifications and audits.
Building Wayfinder Templates
-
Create or Import a Wayfinder Template
- From the Builder section, select a template from the dropdown list or choose New to start from scratch.
- (Optional) Upload a
.json
file to import an existing Wayfinder template. - Enter a title, select a status (e.g., Active), assign an owner, and provide a description.
-
Configure the Wayfinder
- Add stages to reflect each phase of your compliance or certification process.
- For each stage:
- Add one or more activities.
- Choose the activity type (e.g., Manual Activity).
- Provide a description and (if applicable) add documentation links to support completion.
-
Manage Templates
- View the list of existing Wayfinders, including ID, name, creator, owner, and description.
- Select View to open and edit an existing template.
- Use the Export option to back up or transfer a template.
- Use the Delete option to remove a template no longer in use.
Updated about 1 month ago
Did this page help you?