Walkthrough Configuration

Read through the article below or click to skip to the section that is relevant to you:

1. Walkthrough Types
2. Simplified Walkthroughs
3. Enhanced Walkthroughs
   
4. Using the Bulk Walkthrough Configurator
   
5. Adding Individual Walkthroughs
   
6. Configuring an Enhanced Walkthrough
   

Walkthrough Types

Different types of inspections require different approaches; choose from two walkthrough types to efficiently capture deficiencies and ensure important items are reviewed.

Simplified Walkthroughs

 

Enhanced Walkthroughs

 

Using the Bulk Walkthrough Configurator

The bulk walkthrough configurator allows you to create and apply the same walkthrough configuration to multiple suites at once, saving a significant time when setting up walkthroughs across an entire property. This feature is particularly useful for properties with many similar units that require the same inspection process. 

Step 1: Access the Bulk Walkthrough Feature

1. Navigate to the Properties page in your Juniper web app.
2. Click on the property where you want to add bulk walkthroughs.
3. In the property overview page, locate the Quick Actions dropdown menu in the top right corner.
4. Select Add Walkthroughs from the dropdown menu.

 

Step 2: Configure Your Bulk Walkthrough

When the "Bulk Add Walkthroughs" dialog opens, you'll need to configure the following settings:

If you selected enhanced walkthrough type, you'll need to add the checklist items:

1. Click +Add Checklist Item to add items
2. Enter descriptive checklist items (e.g., "Review appliances", "Test thermostat function")
3. Use the red delete button to remove unwanted checklist items
4. Important: Checklist items cannot be empty - ensure all fields are filled before proceeding

 

Step 3: Select Target Suites

1. Review the suite selection table showing all available suites in the property
2. Use the checkboxes to select which suites should receive this walkthrough
3. The table displays useful information for each suite:
   • Suite number
   • Current status (Available, Occupied, Sold, etc.)
   • Number of rooms/areas
   • Assigned homeowner (if applicable)
4. Select individual suites or use the header checkbox to select all suites at once
5. You can also sort the items in this table by:
   • Sute #
   • Status
   • Area
   • Homeowner

 

Step 4: Create Walkthroughs

1. Once you've configured all settings and selected your target suites, click Save Walkthroughs.
2. The system will process your request and create individual walkthroughs for each selected suite.

 

Step 5: Confirmation and Review

After successfully creating your walkthroughs, you'll see a dialog box confirming the following:

• Total number of walkthroughs created
• Summary of each walkthrough with its suite ID, permissions, and checklist item count
• Status indicators showing each walkthrough is ready to "Begin"

Click Done to close the dialog box.

 

Step 6: Verify Walkthrough Creation

To confirm your walkthroughs were created successfully:

1. Navigate back to the Suites tab in your property
2. Click on any suite that was included in your bulk creation
3. Select the WalkThrough tab within the suite
4. You should see your newly created walkthrough listed with
   • "BEGIN" status for Internal Walkthroughs
   • “ACTIVATE” For Homeowner or Occupant walkthroughs 
5. Repeat this verification process for any other suites as needed

 

Important Notes

• Walkthrough Status: All bulk-created walkthroughs will be in "Begin" status, making them immediately available in the mobile app
• Mobile App Sync: Remember to pull down to refresh in the mobile app to see newly created walkthroughs
• Consistency: The bulk configurator ensures all selected suites receive identical walkthrough configurations, maintaining consistency across your property
• Time Savings: This feature significantly reduces setup time compared to configuring individual walkthroughs for each suite

 

Best Practices

• Planning: Before using the bulk configurator, plan your checklist items carefully as they will apply to all selected suites
• Suite Selection: Consider grouping suites by type (e.g., 1-bedroom vs 2-bedroom) if they require different walkthrough configurations
• Testing: Consider testing your walkthrough configuration on a single suite first before applying it in bulk
• Verification: Always verify that walkthroughs appear correctly in a sample of suites after bulk creation

 

Adding Individual Walkthroughs

If you need to add a walkthrough to an individual units, you can configure it from the unit's Walkthroughs tab.

1. Select Add Walkthrough
   
2. Add a title, and select the walkthrough type and visibility
   
   
3. Click Save.

 

When permissions are set to internal, the walkthrough and any  service requests from the walkthrough will not be visible to homeowners in Juniper. When permissions are set to Homeowner or Occupant, the walkthrough and any service requests from the walkthrough are visible to homeowners in Juniper.

The simplified walkthrough type uses the punch list interface and does not require further configuration. The enhanced type, however, must be configured before it is available to begin.

 

 

Configuring an Enhanced Walkthrough

If a homeowner walkthrough is required, it needs to be configured. The first step is to enter a walkthrough name, description and add general checklists and media as needed. General checklists are not specific to any room or asset, however are meant for reviewing things like general warranty process, completion, or other general items.

 

 

 

 

 

 

Once the title, description, media, and general checklist items are entered, the next step for configuration is to add checklist items to rooms as needed. These can be items such as review appliances, review function of thermostat, review location of water and gas shutoff, and others. 

Checklist items are meant to ensure that the same content is reviewed and confirmed with each homeowner during their walkthrough.

 

 

 

 

Note that if a homeowner walkthrough has been configured in a different unit, when configuring a walkthrough you may choose to copy an existing walkthrough to save configuration steps.

 

Once the walkthrough has been configured as needed, the final step before using the walkthrough is activation.

 

Click the back arrow to leave the walkthrough edit / review screen, and select ‘Activate’.

 

 

The options that appear next are to choose if the walkthrough is guided or self-guided. A guided walkthrough is used when you’ll be in the home with the homeowner and conducting the walkthrough with them. A self guided walkthrough allows the homeowner to complete the walkthrough using Juniper without a Property Developer representative present.

 

 

Once selecting a guided or self guided option, you’ll then be given the option to send the walkthrough activation and scheduling email (if calendars are configured). If you choose to trigger the walkthrough activation email, the homeowner assigned to the unit will receive the walkthrough scheduling email, which will allow them to schedule their walkthrough based on the calendar settings added in Juniper.

 

To skip sending the email, simply choose the ‘Don’t send email’ option. 

Your walkthrough should change to ‘Begin’ status and will be available for use.

 

 

Questions? Email us at juniper-support@spark.re and we’ll be happy to help!