Bulk Edit for Unit Walks lets you correct inspection data across every completed unit walk on a floorplan in one spreadsheet pass, in HappyCo Manage on the web.
Use it to fix the same data-entry error repeated across units after a walk, instead of opening each inspection one at a time.
In this article
- Before you start
- Turn on Bulk Edit Unit Walk Data in Admin Center
- Open Bulk Edit Unit Walk Data in HappyCo Manage
- Choose the inspection template and floorplan
- Editing unit walk values in the spreadsheet
- Review and apply your changes
- Checking results and retrying failed units
- Turn off Bulk Edit Unit Walk Data in Admin Center
- Frequently asked questions
Related links
Before you start
- Built for Due Diligence Coordinators cleaning up repeated data-entry errors
- Early Access release: turned on in Admin Center under Release Updates
- Completed unit walks only
- One floorplan per pass
- Runs in HappyCo Manage on the web
Where the option appears and who can see it
The option is in the Actions menu on the property page, not on the property list. It isn't tied to a specific role or permission: it appears once an admin turns on Bulk Edit Unit Walk Data under Release Updates in Admin Center.
Turn on Bulk Edit Unit Walk Data in Admin Center
-
Open Admin Center
Open Admin Center. -
Go to Release Updates
Go to Release Updates. -
Turn on Bulk Edit Unit Walk Data
Turn on Bulk Edit Unit Walk Data.
TipThis is an Early Access release, so it stays off until it is turned on here.
Open Bulk Edit Unit Walk Data in HappyCo Manage
Open the property
Open the property in HappyCo Manage.
Click Actions
Click Actions.
Select Bulk Edit Unit Walk Data
Select Bulk Edit Unit Walk Data.
Close without changing anything
You can leave at any step before you apply. Closing the window discards your edits and changes nothing.
Choose the inspection template and floorplan
Select the inspection template
Select the inspection template you want to edit.
Select the floorplan
Select the floorplan. Each option shows how many units it covers.
Tip
If the property has only one floorplan for that template, this step is skipped automatically.
One floorplan per pass
Every unit in the cohort shares the same section layout, which is what makes a single spreadsheet possible. To edit a different floorplan, run the bulk edit again and choose that one.
Editing unit walk values in the spreadsheet
The grid opens with one row per unit and your current values already filled in. Change a value the same way you would in any spreadsheet, and edit as many rows and columns as you need before moving on.
- Columns come from that floorplan's own inspection sections.
- Duplicated sections appear as separate columns, so Bedroom 1 and Bedroom 2 stay distinct.
- Each column offers the same options your inspector saw in the field.
- Unit, building, floorplan and status columns are read-only, so you know which row is which.
Review and apply your changes
Submit the grid
Submit the grid. A summary lists each change and the number of units it affects.
Tip
If you submit without editing anything, a message tells you there is nothing to apply.
Check the unit counts
Read the unit counts for each change.
Tip
The unit counts are the fastest way to catch an edit made in the wrong column.
Apply or close
If the summary looks right, apply it. If it doesn't, close the review: nothing has changed yet.
A bulk edit can't be undone
There is no rollback, so use the review summary to confirm your changes before applying them.
Checking results and retrying failed units
Changes are applied unit by unit. If one unit fails, the rest continue.
When the run finishes, a results table shows each unit, its building and whether it updated. If any units failed, you can retry only those.
Completed walks stay complete
The values update in place and the completion time refreshes.
Turn off Bulk Edit Unit Walk Data in Admin Center
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Open Release Updates
Go back to Release Updates in Admin Center. -
Switch it off
Switch Bulk Edit Unit Walk Data off. TipYour unit walk data is not affected. Turning it off only removes the option from the Actions menu.
Frequently asked questions
Which unit walks can I bulk edit?
Completed unit walks only. Walks that are still Scheduled or In Progress are not included, and a banner in the workflow reminds you.
Will this reopen my completed walks?
No. Completed walks stay complete. The data updates and the completion time refreshes.
Can I edit more than one floorplan at a time?
Not in a single pass. Run the bulk edit again and select the next floorplan.
Can I undo a bulk edit?
No. There is no rollback, so use the review summary to confirm your changes before applying them.
Can I turn the feature off again?
Yes. Bulk Edit for Unit Walks is an Early Access release. Turn it on or off any time from Release Updates in Admin Center.
What if some units do not update?
The run continues past a failure. The results table shows which units did not update, and you can retry just those.
Can I do this in the Due Diligence Inspections mobile app?
Not yet. Bulk Edit for Unit Walks is in HappyCo Manage on the web. In the mobile app, edit inspections individually.
Why do I not see the option in my Actions menu?
Bulk Edit for Unit Walks is most likely still turned off for your account. Open Admin Center, go to Release Updates, and turn it on.
Do I need a specific role or permission to see Bulk Edit Unit Walk Data?
No specific role or permission is tied to it. The option appears once an admin turns on Bulk Edit Unit Walk Data under Release Updates in Admin Center. If it's missing from the Actions menu, the release is off; it isn't a permissions issue.
Is the option in the Actions menu on the property list or on the property page?
On the property page. Open the property in HappyCo Manage and choose Actions > Bulk Edit Unit Walk Data.