Editing Templates: A Tutorial - Part 1

If you're after a more in-depth article on Inspections Templates please review this introduction to Editing Templates tutorial with Richelle from our Support team:

Richelle walks us through editing your templates on our web-app Manage

Access your account by logging in to our website happy.co

This video tutorial covers:

  • What is a Template?

  • Logging in to Manage to access your Templates

  • Overview Fields

  • Different Rating Sets

  • Duplicating Sections

  • Summary Fields

  • Scoring - An Overview

  • How Your Template appears as an Inspection and as a Report

Length: 18:38 minutes

Please let us know if you have any other questions about editing and changing your templates! ☺

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