# Templates

## Purpose

These templates ensure your **Handover Certificates**, **Inspection Certificates**, and **site-related classifications** comply with your company standards, improve traceability, and provide accurate data for reporting and analytics.

## Accessing Templates

In the **side navigation**, click **Settings → Templates**

{% hint style="info" %}
[Click here to view how to access Templates](https://docs.cloudscaff.com/settings/accessing-settings)
{% endhint %}

### **Open Templates**

Click **Templates**

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F8tIoVcs6q6fI6CnNR42L%2FScreenshot%202025-10-29%20at%2011.42.04.png?alt=media&#x26;token=fa17146c-e060-4843-a553-0d5df168719f" alt="" width="563"><figcaption></figcaption></figure></div>

Here you can build, manage, and update your **Handover Certificates**, **Inspection Certificates, and Site-related classifications**.

<div align="left" data-with-frame="true"><figure><img src="https://3532476255-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FsVJ0qURLvzCOxTGXEZIZ%2Fuploads%2F8sg3CRHlupVxToosmQLc%2FScreenshot%202025-10-27%20at%2017.21.06.png?alt=media&#x26;token=73e423ea-4dee-4386-8bc5-7ec919070d84" alt=""><figcaption></figcaption></figure></div>

### **Inspection Certificate Template**

Design and customize your **Inspection Certificate** to align with your company’s inspection standards.\
This certificate can be used during **daily, weekly, or ad-hoc scaffold inspections** to verify that structures are safe for use.

Inspection certificate templates help standardize your company’s safety documentation and ensure all inspections are traceable, compliant, and formatted according to your internal specifications.

{% hint style="info" %}
[Click here to learn how to build an Inspection Certificate](https://docs.cloudscaff.com/settings/templates/inspection-certificate-template-build-and-edit)
{% endhint %}

### **Handover Template**

Customize your **Handover Certificate**, which is issued once a scaffold is **erected and ready for use**.\
This document formally certifies that the scaffold meets your company’s compliance and safety requirements.

You can include sign-off sections for supervisors, safety officers, and clients, along with job or site details.

Handover certificate templates help standardize your company’s safety documentation and ensure all handovers are traceable, compliant, and formatted according to your internal specifications.

{% hint style="info" %}
[Click here to learn how to build a Handover Certificate](https://docs.cloudscaff.com/settings/templates/handover-certificate-template-build-and-edit)
{% endhint %}

### **Scaffold Types**

Add and manage all the **scaffold types** your company uses in the system.

These types are used to:

* Standardize how scaffolds are recorded across jobs and reports.
* Enable reporting by scaffold type.
* Improve classification and analytics for large or multi-site operations.

{% hint style="info" %}
[Click here to learn how to create Scaffold Types](https://docs.cloudscaff.com/settings/templates/scaffold-types-template-create-and-edit)
{% endhint %}

### **Site Categories**

Use **Site Categories** to classify the **type or nature of each site** within your company.\
Examples:

* *Industrial Site*
* *Maintenance Site*
* *Residential Project*

These categories are used for **data segmentation** and **reporting**, allowing you to filter or analyze performance, material movement, or safety data specific to certain industries or project types.

{% hint style="info" %}
[Click here to learn how to create Site Categories](https://docs.cloudscaff.com/settings/templates/site-categories-template-create-and-edit)
{% endhint %}

### **Site Groups**

Create **Site Groups** to organize or tag related sites for easier management and reporting.

Groups can represent:

* **Cities**
* **Districts**
* **Regions**
* **States or Provinces**
* **Operational Process**

Grouping sites enables you to:

* Run consolidated reports per region or process.
* Compare productivity or material usage across groups.
* Simplify data management across multiple branches or territories.

{% hint style="info" %}
[Click here to learn how to create Site Groups](https://docs.cloudscaff.com/settings/templates/site-groups-template-create-and-edit)
{% endhint %}

> **Tip:** Defining **templates**, **types**, **categories**, and **groups** early ensures that your Cloudscaff data remains structured, searchable, and analytics-ready — helping your business maintain compliance, accuracy, and operational efficiency.