This article covers how to complete a HappyCo Guest Inspection.
Please note: If you have any questions about the Guest Inspection or need a copy of it, you will need to reach out to the company that sent the inspection.
Receiving the Inspection
- When an inspection is sent to a resident, you will receive an email notifying you of the inspection
- This email will have the sender's display name, and will come from the email address no-reply@happy.co
- Make sure this email address is accepted as a known sender to avoid having inspections land in an email spam filter
- The email's subject line reads "You've been requested to complete a [name of inspection]"
- In the email, click on the View Inspection button to open the inspection details
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Next, select the Next or Get Started button to open the inspection in your browser
- If the inspection is already complete, a message will indicate it's already done
- If the inspection isn't accessible for other reasons, a message will reflect that it isn't available
The Inspection Form
- Once you've opened the inspection, you'll see a list of sections which will contain items
- You'll be able to select options in each rating set, add notes, and upload photos
- Clicking on the Add Photo button will prompt you to attach or take a photo, depending on the type of device you're using
- If this inspection has already been started, it will show the current state of the inspection
- Any photos, notes, and rating data entered is saved
- This means if you're interrupted or close your browser and reopen it again, you shouldn't lose any data so long as it was able to sync
Signing Guest Inspections
- If a signature is required, you'll complete the inspection and then click Next at the bottom of the form
- This will take you to the option to sign a declaration stating that this inspection was completed by yourself and is accurate to the best of your knowledge
- Select the Click to Sign option to open a dialogue view with an area to draw your signature
- Once the declaration has been signed, click on the Agree and Complete Inspection button
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Clicking this button will submit the inspection and take you to the saving inspection view
- A prompt is then shown while the inspection uploads
- Once it's fully uploaded, a confirmation dialogue will be shown