1. HappyCo
  2. Due Diligence
  3. Unit Walk & Inspection Templates
Tasha Cobb
Updated

Editing Unit Walk Inspection Templates in Manage (Due Diligence)

Tasha Cobb
Updated

Inspection templates are the digital forms that guide your Due Diligence unit walks: they define what your inspectors see, rate and photograph, like a paper form pre-loaded with items to rate. Edit them in Manage before a walk starts so they match the way your team works, which makes walks faster and reports more accurate.

  Where each part happens

You set up templates in Manage on the web. Inspectors capture the walk unit by unit in the Happy DD app.

Before you start

  • Edit before the walk begins. Template edits apply only to inspections in Scheduled status, so make edits before your walk starts (or before a specific unit is started).
  • Draft, In Progress and Complete inspections do not pick up template changes.
  • Only Administrators and Process Managers can edit template outlines. Other roles can adjust template items and sections but cannot configure outlines.
  • HappyCo has a recommended template, built from thousands of Due Diligence walks and available to use automatically.
  • For help adding sections, adjusting outlines or making broader changes, submit a Service Request when placing your Due Diligence Order (or through your existing order).

Open the Template Editor in Manage

1.  Log into Manage

Log into Manage.

2.  Open Settings

Click Settings.

Open Settings

3.  Choose the template

Click Inspection Templates and select the template you want to edit.

4.  Start editing

Click Edit Template.

Start editing

  Only see the Dashboard, with no Settings?

Manage opens on your Dashboard after you log in, and Settings is in the navigation menu. The Settings menu only shows for roles that have access to it, so if it is missing, ask your account Administrator to check your role.

If you're not sure who that is, or your Administrator can't fix it, email the Due Diligence team at dd@happy.co.

Add an item to a section

1.  Go to the section

In the Template Editor, scroll to the bottom of the section where you want the new item.

2.  Add the item

Click Add New Item.

Add the item

3.  Fill in the fields

Name: the item name (for instance, "Window"). Info: notes shown as a blue icon next to the item during inspections, such as "check for proper sealing." Comments: any text you want pre-populated for the item.

4.  Set the Rating Set

Configure the item's Rating Set (see the next section).

Rating Sets: how inspectors score each item

Rating Sets define how inspectors score each item, for instance Good / Repair / Replace / N/A or Yes / No. Configuring them correctly is critical for accurate reporting.

Click Select Another Rating Set to pick from HappyCo's pre-built options. Use an existing Rating Set whenever possible: it gives a smooth path to a complete Due Diligence condition report.

Fields to check when you create or customize a Rating Set
Field What it does
Label The most important field for reporting. For an item to appear in Due Diligence reports, its Rating Set label must be either "Condition" or "Type."
Shorthand Any text. For a Radio Rating Set, use shorthand that matches the ratings (for instance, "Good - Repair - Replace - N/A").
Grade description Each grade has its own description that appears in reports.
Grade icon and color Each grade gets a customizable icon and color.
Require Photo Repair and Replace default to requiring a photo. Inspectors must take a photo and add a note before continuing.

  Lock in your Rating Set

When the Rating Set is ready, click the Checkmark to lock it in.

Make an item required

  1. Open the item
    In the Template Editor, click the item you want to require.
  2. Find the Required checkbox
    In the Edit Item module, find the Required checkbox below the Rating Set field.
  3. Check it and save
    Check the box, then save your changes.

      Tip

    The inspection can't be marked Complete until a required item is rated. To see if an item is already required, open it and look at the same checkbox.

Require a photo or note for a rating value

1.  Open the item

In the Template Editor, click the item whose rating requirements you want to change.

2.  Open the Rating Set editor

In the Edit Item module, click the Rating Set field at the top (it shows the current set, for instance "Condition = Good - Repair - Replace - NA"). The Rating Set editor opens with options for each rating value.

3.  Set the requirements

For each rating value, check Require photo, Require note, or both.

Set the requirements

  Tip

Requiring both for Repair and Replace tells reviewers exactly what needs attention.

4.  Save

Save the rating set, then save the item.

Add a new section

  1. Add the section
    Click Add New Section.
  2. Optionally copy an existing section
    To start from an existing section, click the Checkmark next to the section to duplicate.
  3. Name it
    Enter the section name at the top of the screen.
  4. Add items
    Add items using the steps in Add an item to a section.
  5. Save
    Click Save and Exit.
  6. Add it to your Outlines
    Add the new section to your Template Outlines.

      Tip

    A section not in an Outline does not appear during walks.

  New sections must be in your Template Outlines

New sections must be added to your Template Outlines to appear during Due Diligence walks. To have our team do this for you, submit a Service Request.

Reorder sections and items: drag in the Template Editor

Reorder sections and items: drag in the Template Editor

Rearrange sections and items to match your team's inspection flow, for instance moving Kitchen before Bathroom.

  • Sections: click the handlebar icon on the right of the grey section header and drag the section up or down.
  • Items: click and drag the item to its new position within the section.

Reorder sections with the Reorder Sections module (recommended)

1.  Open the module

Click the handlebar icon on any section header to open Reorder Sections.

2.  Drag sections into order

Drag sections into your order. They are grouped by Header and Body, and you rearrange within each group.

Drag sections into order

3.  Save the order

Click the green Update Order button at the bottom of the module.

  Tip

Closing the module without clicking Update Order loses your changes.

How Bedroom, Bathroom and Half Bathroom sections multiply

Bedroom, Bathroom and Half Bathroom are special sections that multiply automatically based on each unit's floorplan, which comes from your rent roll during setup. You don't configure how many appear per unit type.

  • A 2x2 unit gets two Bedroom and two Bathroom sections.
  • A 1x1 unit gets one of each.
  • A studio gets no Bedroom sections.
  • A floorplan without a Half Bathroom skips that section, even though it is in the template.

Turn on Multiply for special sections

1.  Open the section

In the Template Editor, click the Bedroom, Bathroom or Half Bathroom section header.

2.  Check Multiply

In the section settings, make sure the Multiply checkbox is checked.

Check Multiply

  Tip

If Multiply is unchecked, you see only one of that section regardless of unit type.

  Don't delete Bedroom, Bathroom or Half Bathroom sections

Keep all three in your template even if some floorplans don't use them. The system shows only the sections that apply to each unit's floorplan, so other units still display correctly.

Delete an item or section

  • Item: click the checkbox next to the item, then click the Trash icon.
  • Section: click the section header, then click the Trash icon.

  Deleting a section removes it from outlines

Deleting a section automatically removes it from any outlines it is part of. Double-check before deleting.

Do template changes apply to in-progress inspections?

Once your template edits are saved:

  • Scheduled inspections pick up the changes automatically.
  • Draft, In Progress and Completed inspections are not updated.
  • On the mobile app, if the device already loaded the inspection list, pull down on the list to sync the latest template before starting the walk.

  Related articles

Need help from the Due Diligence team?

Further Reading

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