To start Editing a Template:

• Sign in at happy.co

• Choose the folder the template is located

• Click the Templates tab

• Select the template you wish to edit

• Click the Edit button in the to roght

To edit the name of a Template, Section or Item:

• Click the Name

• Write in the Name field on the right

• Click Update in the bottom right

To delete an Item or Section:

• Click the item/section

• Click the Trash Can icon on the right screen

Note: Deleting an item is immediate and permanent

To add a new room or section:

• Click the Add New Section button at the bottom of each section

• Name the Section

• Optional: Click a room to duplicate it's items from a previous section

• Click Create Section

To add a new Item:

• Click the Add New Item button at the bottom of each section

• Name the item

• Add any useful information or criteria to the Info section

• Select a rating, or create a new rating set

To create a new Rating Set:

• Click the '+' icon

• Select the Rating Type

• Name the rating by filling out the Label field

• Choose what it will appear as on the report when selected by filling out the Grade field