If you prefer to work with a keyboard and mouse you can edit a template on a desktop through Manage.

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


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