Onboarding Template

This section explains how to complete the Onboarding Template Step-by-Step.

Overview

Download Cloudscaff Onboarding Template (Excel file).

This template allows our team to prepare your account correctly before you begin using the system.

14KB

Cloudscaff Onboarding Template.xlsx

Open

Important Notes:

• You do not need to complete every field

• Provide whatever information you currently have available

• Missing or incomplete data will be reviewed and completed by our team

• Do not delay submission if the template is not 100% complete

• Once submitted, your account will be configured within 24 to 48 hours.

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Where to Send the Template

Please email the completed onboarding template to: [e-mail]

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Onboarding Template Tabs Explained

TAB: Inventory Upload

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Required Fields

• Description

Optional Fields

• Code

• Category

• Size

• Location

• Supplier

• Yard Qty

• Weight

• Hire Cost

• Replacement Cost

• Selling Cost

• Inventory Alert %

If you are missing any of these fields, do not worry — our team will assist.

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What Cloudscaff Will Do

• Review and clean the data

• Format it for system import

• Complete required fields where possible

• Structure inventory for tracking and reporting

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TAB: Customer Details

The Customer Details tab allows you to create a list of your customers so we can help you add them to your Cloudscaff account.

Required Fields

• Customer name

Optional Fields

• Email Address

• Representative

• Contact Number

• Registration Number

• VAT Number

• Address

Additional details can be added or updated at any time after onboarding.

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TAB: User Details

The User Details tab is used to create system access for your team.

Required Fields

• First Name

• Email Address

Optional Fields

• Last Name

• Role

• Password

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How User Accounts Are Created

• Accounts are created for each listed user

• A temporary generic password is assigned (for example: ABC123)

• Each user can update their password after logging in

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After Login

Users can:

• Update their passwords

• Access assigned features

• Begin working immediately

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TAB: Sites

The Sites tab is used to create your sites in Cloudscaff.

Required Fields

• Site names

• Site details

• Customer linked to that site

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What Happens Next

• Sites are created by our onboarding team

• Sites are ready for inventory allocation and scaffold tracking

• No further action is required from you after submission

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Returning Your Completed Template

What to Send

• Completed onboarding template

Once your onboarding template is ready, please email it to: [e-mail]