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

1. 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.

2. 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.

3. 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.