Editing Pre-filled Template Values: setting pre-filled values in your Unit Walk template will set default values across all unit inspections.

You can pre-fill values through the Android/iOS mobile app or via Happy Manage. 

Happy Manage: manage.happyco.com

  • Hit Lets Get Started in the top left
  • Choose a folder
  • Go to Templates Tab
  • Click to open Template
  • Click Edit Template
  • Select ratings for all items you wish to Pre-fill
  • Hit Save & Exit

Android/iOS:

  • Choose a folder
  • Go to Templates Tab
  • Click to open Template
  • Tap Edit
  • Tap Pre-fill Values
  • Select ratings for all items you wish to Pre-fill
  • Click check-icon (lower left)
  • Click check-icon (top right)

Upon Saving, all changes will update as default values across all scheduled inspections created from the template, as well as any new inspections started from the template.

If changes are not reflected immediately, make sure your device is connected to cell data/wifi, go to the Templates tab, and pull down in the in the middle of the screen to force refresh. 

Read More:

Did this answer your question?