# Cloudscaff LLC Docs

## Cloudscaff LLC Docs

- [System Requirements](https://docs.cloudscaff.com/system-requirements.md): This section outlines the minimum and recommended hardware, software, and network specifications necessary to install, configure, and operate the system effectively.
- [Onboarding Overview](https://docs.cloudscaff.com/onboarding/onboarding-overview.md): Cloudscaffs onboarding process explained
- [Activate Subscription](https://docs.cloudscaff.com/onboarding/activate-subscription.md): This section explains how to activate your Cloudscaff subscription and helps prevent billing or onboarding confusion.
- [Onboarding Template](https://docs.cloudscaff.com/onboarding/onboarding-template.md): This section explains how to complete the Onboarding Template Step-by-Step.
- [Scaffold Management Setup](https://docs.cloudscaff.com/onboarding/scaffold-management-setup.md): To complete the setup of your Scaffold Management section, we require your existing safety documentation.
- [Site Inventory Balancing](https://docs.cloudscaff.com/onboarding/site-inventory-balancing.md): To accurately reflect items already on site, we require inventory movement records.
- [Accessing the System](https://docs.cloudscaff.com/accessing-the-system/accessing-the-system.md): You can access Cloudscaff directly in your browser or by installing the app.
- [Internet Browser](https://docs.cloudscaff.com/accessing-the-system/internet-browser.md): Use Cloudscaff directly in your browser on any device—no installation needed.
- [Installing the Moble App](https://docs.cloudscaff.com/accessing-the-system/installing-the-moble-app.md): Install Cloudscaff on your phone or tablet for quick, app-like access anywhere.
- [Installing the Desktop App](https://docs.cloudscaff.com/accessing-the-system/installing-the-desktop-app.md): Install Cloudscaff on your desktop for quick, app-like access anywhere.
- [Login to Cloudscaff](https://docs.cloudscaff.com/login/login-to-cloudscaff.md): You can log in to Cloudscaff directly through your web browser or by using the installed PWA (Progressive Web App) on your desktop, laptop, tablet, or mobile device. Both options connect you securely
- [Login to Cloudscaff (Microsoft Sign-In)](https://docs.cloudscaff.com/login/login-to-cloudscaff-microsoft-sign-in.md): This page explains how to access your Cloudscaff account using Microsoft Single Sign-On (SSO).
- [Navigation](https://docs.cloudscaff.com/navigation/navigation.md): The side navigation in Cloudscaff is your main workspace control panel. It provides quick access to all key modules.
- [Accessing Settings](https://docs.cloudscaff.com/settings/accessing-settings.md): Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.
- [Business Settings](https://docs.cloudscaff.com/settings/business-settings.md): Here you can manage and update your company information, branding, and general system preferences.
- [Templates](https://docs.cloudscaff.com/settings/templates.md): The templates section in Cloudscaff allows you to create and manage the customizable documents and classifications that form the foundation of your operational workflow.
- [Inspection Certificate Template: Build and Edit](https://docs.cloudscaff.com/settings/templates/inspection-certificate-template-build-and-edit.md): The Inspection Certificate Template allows you to design and standardize scaffold inspection forms in line with your company’s safety and compliance requirements.
- [Handover Certificate Template: Build and Edit](https://docs.cloudscaff.com/settings/templates/handover-certificate-template-build-and-edit.md): The Handover Certificate Template allows you to design and standardize scaffold handover forms in line with your company’s safety and compliance requirements.
- [Scaffold Types Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/scaffold-types-template-create-and-edit.md): This section is where you define and manage the different types of scaffolding your company erects and uses in day-to-day operations.
- [Site Categories Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/site-categories-template-create-and-edit.md): Standardize and categorize all job sites to enable accurate analytics, grouping, and reporting.
- [Site Groups Template: Create and Edit](https://docs.cloudscaff.com/settings/templates/site-groups-template-create-and-edit.md): Organize and group sites within categories to improve filtering, reporting, and data insights.
- [User Management](https://docs.cloudscaff.com/settings/user-management.md): The User Management section lets you create and manage user accounts, roles, and access permissions.
- [Add User](https://docs.cloudscaff.com/settings/user-management/add-user.md): Add and configure new users with roles, access levels, and optional SSO login settings.
- [Edit User](https://docs.cloudscaff.com/settings/user-management/edit-user.md): Edit existing user profiles to update names, contact details, titles, and roles.
- [Role Builder: Add or Update Roles](https://docs.cloudscaff.com/settings/user-management/role-builder-add-or-update-roles.md): This section explains how to open the Role Builder, create new roles, or edit existing ones.
- [Add or Update Permissions](https://docs.cloudscaff.com/settings/user-management/add-or-update-permissions.md): Permissions define what each user can see, create, edit, approve, or delete across the Cloudscaff system.
- [Understanding Permission Toggles](https://docs.cloudscaff.com/settings/user-management/understanding-permission-toggles.md): When adding or removing permissions, you’ll see various toggles listed inside a section. Each one defines what the selected role can see and do inside the system.
- [Permissions Structure Overview](https://docs.cloudscaff.com/settings/user-management/permissions-structure-overview.md): This page provides a complete overview of all system permissions, their associated tools, and available toggles.
- [Permission Reference: Quick Activation Guide](https://docs.cloudscaff.com/settings/user-management/permission-reference-quick-activation-guide.md): This reference lists every permission alphabetically, showing where it belongs, what it controls, and which toggles to enable.
- [Customer Management](https://docs.cloudscaff.com/settings/customer-management.md): Manage customer profiles, contact details, and information to ensure accurate records on documents, and reports.
- [Add Customer](https://docs.cloudscaff.com/settings/customer-management/add-customer.md): Create and store new customer profiles with full contact, address, and VAT details for accurate invoicing and record management.
- [Edit Customer](https://docs.cloudscaff.com/settings/customer-management/edit-customer.md): Open an existing customer from the list, update any details (or delete the record), and save changes—no need to re-enter unchanged fields.
- [Terms & Conditions](https://docs.cloudscaff.com/settings/terms-and-conditions.md): Add and manage the Terms & Conditions that automatically appear on your scaffold documents—such as handovers, inspections, dismantles, and certifications.
- [What are Logs?](https://docs.cloudscaff.com/logs/what-are-logs.md): Logs record and track all operational actions that take place on your sites — including handovers, scaffold activities, upcoming dismantles, and completed dismantles.
- [Instructions Log](https://docs.cloudscaff.com/logs/instructions-log.md): A list of all instructions issued across every site. Used to track work orders, safety notes, or task-specific requests logged against a site.
- [Handover Log](https://docs.cloudscaff.com/logs/handover-log.md): A complete record of all handovers issued from every site. Used to track handover status, green-tags, safety status, signatures, certificate history, and proof of safe scaffold transfer to the client.
- [Scaffold Log](https://docs.cloudscaff.com/logs/scaffold-log.md): A complete list of all active erected scaffolds across your company. Used for tracking scaffold details, handovers, inspections, hire periods, and modifications.
- [Upcoming Dismantles](https://docs.cloudscaff.com/logs/upcoming-dismantles.md): A list of all active scaffolds approaching their dismantle dates. Used to plan resources and scheduling before dismantling takes place.
- [Dismantle Log](https://docs.cloudscaff.com/logs/dismantle-log.md): A list of scaffolds that have been fully dismantled. Used to complete job closure, review dates, and download dismantle certificates.
- [Sites](https://docs.cloudscaff.com/site-management/sites.md): Manage all operational sites — including customers, scaffolds, inventory, users, and tasks — in one central dashboard.
- [How to Create a Site](https://docs.cloudscaff.com/site-management/sites/how-to-create-a-site.md): Create and manage new project sites by adding details, linking a customer, setting the address, and assigning users. Each site gets its own unique Site Code.
- [How to Edit a Site](https://docs.cloudscaff.com/site-management/sites/how-to-edit-a-site.md): Once a site has been created, you can update its details at any time. Editing a site uses the same form as creating one, but is accessed directly from the site list.
- [Site Page Overview](https://docs.cloudscaff.com/site-management/site-page-overview.md): Each site includes a full suite of tools for managing scaffolds, inventory, compliance, safety documents, and operational workflows.
- [Scaffolds](https://docs.cloudscaff.com/site-management/scaffolds.md): View and manage scaffolds by status, search the list, open scaffold details, and add new scaffolds.
- [How to Create a Scaffold](https://docs.cloudscaff.com/site-management/scaffolds/how-to-create-a-scaffold.md): How to create a scaffold
- [How to Edit a Scaffold](https://docs.cloudscaff.com/site-management/scaffolds/how-to-edit-a-scaffold.md): How to edit an existing scaffold
- [Overview](https://docs.cloudscaff.com/site-management/scaffolds/overview.md): The Overview tab provides a complete, read-only summary of the scaffold and its related data.
- [Site Instructions](https://docs.cloudscaff.com/site-management/scaffolds/site-instructions.md)
- [Inspections](https://docs.cloudscaff.com/site-management/scaffolds/inspections.md)
- [Handovers](https://docs.cloudscaff.com/site-management/scaffolds/handovers.md)
- [Dismantles](https://docs.cloudscaff.com/site-management/scaffolds/dismantles.md)
- [Scaffold Register](https://docs.cloudscaff.com/site-management/scaffold-register.md)
- [Map](https://docs.cloudscaff.com/site-management/map.md)
- [JSP](https://docs.cloudscaff.com/site-management/jsp.md)
- [Tasks](https://docs.cloudscaff.com/site-management/tasks.md)
- [Inventory](https://docs.cloudscaff.com/site-management/inventory.md)
- [Inventory Movements](https://docs.cloudscaff.com/site-management/inventory-movements.md)
- [Requests - Submit a Request for Inventory](https://docs.cloudscaff.com/site-management/requests-submit-a-request-for-inventory.md): Site users submit requests for inventory or materials needed on site. These requests are processed by inventory teams for approval and delivery.
- [Deliveries - Receiving Deliveries On Site](https://docs.cloudscaff.com/site-management/deliveries-receiving-deliveries-on-site.md)
- [Returns from Site](https://docs.cloudscaff.com/site-management/returns-from-site.md): A return from site is a request submitted by the site team to send inventory back to the yard for counting, processing, and stock updates.
- [Return from Site Workflow](https://docs.cloudscaff.com/site-management/returns-from-site/return-from-site-workflow.md): A complete breakdown of every stage involved when returning inventory from a site back to the yard.
- [Transfers](https://docs.cloudscaff.com/site-management/transfers.md)
- [Site Instructions](https://docs.cloudscaff.com/site-management/site-instructions.md)
- [Uploads](https://docs.cloudscaff.com/site-management/uploads.md)
- [Inventory](https://docs.cloudscaff.com/inventory-management/inventory.md): Cloudscaff Inventory Management tracks, moves, and records all components across sites and yards with real-time visibility and full audit history.
- [Inventory Overview](https://docs.cloudscaff.com/inventory-management/inventory-overview.md): View and manage all items stored in yards, depots, sites, or supplier locations with real-time quantities, statuses, and audit history.
- [Bulk Update](https://docs.cloudscaff.com/inventory-management/inventory-overview/bulk-update.md): Bulk Update allows you to update multiple inventory quantities at once by exporting your inventory list, editing the quantity adjustments, and uploading the updated CSV back into Cloudscaff.
- [Add New Item](https://docs.cloudscaff.com/inventory-management/inventory-overview/add-new-item.md): Add a new inventory stock item from the Inventory page using the Add New Item modal.
- [Item Actions Menu](https://docs.cloudscaff.com/inventory-management/inventory-overview/item-actions-menu.md): Take actions on a single inventory item from the list.\\
- [Edit an Item](https://docs.cloudscaff.com/inventory-management/inventory-overview/edit-an-item.md)
- [Delete an Item](https://docs.cloudscaff.com/inventory-management/inventory-overview/delete-an-item.md): Remove an inventory item from the system.
- [Duplicate an Item](https://docs.cloudscaff.com/inventory-management/inventory-overview/duplicate-an-item.md)
- [View Item Locations](https://docs.cloudscaff.com/inventory-management/inventory-overview/view-item-locations.md)
- [Item Movememnt Log](https://docs.cloudscaff.com/inventory-management/inventory-overview/item-movememnt-log.md)
- [Bulk Update Tool](https://docs.cloudscaff.com/inventory-management/bulk-update-tool.md): Adjust, correct, or restructure your yard inventory using Bulk Update, Cycle Count, or Resize movements. Track all changes with full audit history.
- [Bulk Update Movement](https://docs.cloudscaff.com/inventory-management/bulk-update-tool/bulk-update-movement.md): Increase or decrease inventory quantities or update component details in bulk for stock takes, reconciliations, and corrections—with full audit tracking.
- [Cycle Count Movement](https://docs.cloudscaff.com/inventory-management/bulk-update-tool/cycle-count-movement.md): Temporarily increase stock to issue deliveries before processing physical returns. Fully reversible after real quantities are recorded.
- [Resize Movement](https://docs.cloudscaff.com/inventory-management/bulk-update-tool/resize-movement.md): Convert damaged, scrap or long components into smaller usable components by decreasing one item and increasing another—fully reversible.
- [Requests – Processing a Request for Inventory](https://docs.cloudscaff.com/inventory-management/requests-processing-a-request-for-inventory.md): How to review, approve, or void material requests submitted from site, and convert them into pending deliveries for processing and dispatch.
- [Deliveries – Overview of the Delivery Process](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process.md): Deliveries move approved inventory from the yard to site. Created from a request or from the Deliveries tab.
- [Standard Delivery Process](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/standard-delivery-process.md)
- [Immediate Delivery Process](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/immediate-delivery-process.md)
- [Split or Partial Delivery Process](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/split-or-partial-delivery-process.md)
- [Delivery Import](https://docs.cloudscaff.com/inventory-management/deliveries-overview-of-the-delivery-process/delivery-import.md): The section outlines how to use the import button found inside the delivery section.
- [Inventory Returns Overview](https://docs.cloudscaff.com/inventory-management/inventory-returns-overview.md): Approve requested returns, schedule collections, and process unexpected returns directly at the yard/warehouse without site input.
- [Returns Inventory Management](https://docs.cloudscaff.com/inventory-management/inventory-returns-overview/returns-inventory-management.md): Manage the complete return workflow from site submission through collection, approval, and inventory reconciliation at the yard.
- [Immediate Return Process](https://docs.cloudscaff.com/inventory-management/inventory-returns-overview/immediate-return-process.md)
- [Over-Returns](https://docs.cloudscaff.com/inventory-management/over-returns.md)
- [Transfers](https://docs.cloudscaff.com/inventory-management/transfers.md)
- [Standard Transfer Process](https://docs.cloudscaff.com/inventory-management/transfers/standard-transfer-process.md)
- [Immediate Transfer Process](https://docs.cloudscaff.com/inventory-management/transfers/immediate-transfer-process.md)
- [Yard Transfers](https://docs.cloudscaff.com/inventory-management/yard-transfers.md)
- [Site Movements](https://docs.cloudscaff.com/inventory-management/site-movements.md)
- [Site Inventory Tools](https://docs.cloudscaff.com/inventory-management/site-inventory-tools.md): Site inventory tools let users view stock, track movements, request items, receive deliveries, submit returns, and transfer items between sites.
- [Variance Handling](https://docs.cloudscaff.com/inventory-management/variance-handling.md)
- [Reports](https://docs.cloudscaff.com/reports/reports.md)
- [Notifications](https://docs.cloudscaff.com/notifications/notifications.md)
- [Manage Subscription](https://docs.cloudscaff.com/manage-subscription/manage-subscription.md)
- [Logout](https://docs.cloudscaff.com/logout/logout.md)
- [Forgot or Reset Password](https://docs.cloudscaff.com/logout/forgot-or-reset-password.md)
- [Getting Started - First Login](https://docs.cloudscaff.com/getting-started/getting-started-first-login.md): Once you’ve successfully logged in, the next step is to configure and optimize your Cloudscaff account.
- [Table Pagination & Rows per Page Selector](https://docs.cloudscaff.com/general-tools-and-features/table-pagination-and-rows-per-page-selector.md): Control how many table rows are displayed and navigate through multiple pages of data.
- [Search & Filter Bar](https://docs.cloudscaff.com/general-tools-and-features/search-and-filter-bar.md): Quickly locate records by typing keywords to filter table data in real time.
- [Create Button (+)](https://docs.cloudscaff.com/general-tools-and-features/create-button-+.md): The Create Button (+) is a universal control element within the Cloudscaff system.
- [Toggles](https://docs.cloudscaff.com/general-tools-and-features/toggles.md): A toggle is a simple on/off switch used throughout the system to control the state of a feature, setting, or option. It lets you quickly activate or deactivate something with a single click.
- [Accordians](https://docs.cloudscaff.com/general-tools-and-features/accordians.md): Accordions organise information into expandable sections, helping users view only what they need without scrolling through long pages.
- [Reference Code](https://docs.cloudscaff.com/general-tools-and-features/reference-code.md): An optional field used to store external document numbers such as PO numbers or tracking numbers. Fully searchable across system tables.
- [Permissions Structure Overview](https://docs.cloudscaff.com/general-tools-and-features/permissions-structure-overview.md)
- [Immediate Function](https://docs.cloudscaff.com/general-tools-and-features/immediate-function.md): Allows authorized users to instantly process deliveries, returns, and transfers without signatures. Stock updates immediately for faster workflows.
- [Inventory - Standard Workflow (2 signatures required)](https://docs.cloudscaff.com/workflows/inventory-standard-workflow-2-signatures-required.md): All inventory movements require sign-off to release inventory and sign-off to receive inventory. This provides full traceability, responsibility tracking, and a complete audit trail.
- [Inventory - Immediate Workflow (1 signature required)](https://docs.cloudscaff.com/workflows/inventory-immediate-workflow-1-signature-required.md): This is a separate workflow and only works if your role has the Immediate Function enabled in permissions.
- [Inventory - Standard Site-to-Site Transfer Workflow (2 signatures required)](https://docs.cloudscaff.com/workflows/inventory-standard-site-to-site-transfer-workflow-2-signatures-required.md): Moves inventory between sites with full accountability. Sending site signs to release, receiving site signs to accept, ensuring complete traceability.
- [Inventory - Immediate Site-to-Site Transfer Workflow (1 signature required)](https://docs.cloudscaff.com/workflows/inventory-immediate-site-to-site-transfer-workflow-1-signature-required.md): Transfers inventory instantly between sites. No receiving signature required. Stock updates immediately for fast internal movement and traceability.
- [Requests](https://docs.cloudscaff.com/troubleshooting/requests.md): Quick solutions for common request issues, including missing deliveries, no approve button, low stock, incorrect quantities, and permission errors.
- [Deliveries](https://docs.cloudscaff.com/troubleshooting/deliveries.md): Common issues when issuing, viewing, or receiving deliveries, with quick solutions.