> For the complete documentation index, see [llms.txt](https://docs.cloudscaff.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cloudscaff.com/settings/templates/inspection-certificate-template-build-and-edit.md).
# Inspection Certificate Template: Build and Edit
## Purpose
The Inspection Certificate Template ensures that all inspections — whether daily, weekly, or on demand — follow a **standardized structure** that meets both **legal** and **operational compliance** requirements.
Each completed inspection confirms that a scaffold is **safe for use**, functioning as a digital **“green tag”** within Cloudscaff.
When you update an inspection template, those changes are applied **instantly across your entire organization** — ensuring every team member, on any device or site, always works from the **latest approved version**.
{% hint style="info" %}
[Learn how to use an Inspection Certificate](/site-management/scaffolds/inspections.md)
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## Access the Inspection Template
In the **side navigation**, click **Settings → Templates → Inspection Template**.
{% hint style="info" %}
[Click here to view how to access Templates](/settings/templates.md)
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The inspection template editor will open, displaying the current configuration or a blank form if it’s your first time creating one.
## Building an Inspection Certificate
### **Add a Category**
Each inspection template can be divided into one or more **categories** to group related safety checks.
Click inside the **Category field** and enter a name (e.g., *Structural Stability*, *Access Points*, *Guardrails*, or *Platforms*).
To add another category, click the **green plus (+)** button at the bottom of the screen.
Categories make your inspections organized and ensure that every safety aspect is covered systematically.
> **Tip:** You can add multiple categories to break down your checklist by scaffold sections, site areas, or inspection focus points.
### **Add a Question**
Under each category, you can create multiple **inspection questions**.
To add additional questions within a category, click **Add Question**.
Each question should represent a specific inspection requirement.
**Example:**
### **Functionality**
Each question automatically becomes a **Yes/No field** during inspection.
* **Yes** = Pass (compliant)
* **No** = Fail (non-compliant)
If a **category is left blank**, Cloudscaff will automatically mark it as **Not Applicable (N/A)** in the final inspection record.
### **Add Additional Categories or Questions**
To add another category, click the **green plus (+)** button at the bottom of the screen.
To add additional questions within a category, click **Add Question** again.
You can build as many categories and questions as needed to fully match your inspection protocol.
### **Remove Items**
#### **Category Items**
To delete a **category,** click the **red delete button** in the top right corner of the category field.
When you delete a category, all questions created under that category will also be permanently removed.
#### Question Items
To delete a **question**, click the **red trash icon** next to the item.
When you delete a question, only that question will be permanently removed.
### Edit Items
To edit existing entries, click inside the text field and type your updates.
***
### **Save and Update**
Once your categories and questions are finalized, click **Update Template** (bottom-right corner).
The system will automatically save and apply your changes **across all connected users and devices**.
> **Tip:** Any future inspection using this template will now follow your updated configuration.
***
### **How It Works in Practice**
* When a team member performs a scaffold inspection, they will see your custom template exactly as defined here.
* Each question can be marked **Yes (Pass)**, **No (Fail)**, or **N/A (Not Applicable)** if left unchecked.
* Upon submission, the inspection results are instantly available in **Reports** and **Site Logs**, ensuring transparency and accountability across the organization.
* Any failed item automatically flags the scaffold for corrective action before it can be marked safe for use again.
### **Best Practices**
* Keep categories short and descriptive (e.g., “Access,” “Platforms,” “Bracing,” “Signage”).
* Use simple, action-based language for questions (e.g., *“Are all ladders secured?”* instead of *“Ladder safety”*).
* Review and update your inspection template regularly to reflect new safety standards or client requirements.
* Train your site inspectors to ensure consistency when marking **Yes**, **No**, or **N/A** responses.
{% hint style="info" %}
[Adding Terms and Conditions to your Inspection Certificate](broken://pages/S2izh4RadEXwUpIqNDGM)
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