Templates
The templates section in Cloudscaff allows you to create and manage the customizable documents and classifications that form the foundation of your operational workflow.
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
Open Templates
Click Templates
Here you can build, manage, and update your Handover Certificates, Inspection Certificates, and Site-related classifications.
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.
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.
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.
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.
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.
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.
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