If you prefer to work with a keyboard and mouse you can edit templet 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