# 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](https://docs.cloudscaff.com/site-management/scaffolds/inspections)
{% endhint %}

## Access the Inspection Template

In the **side navigation**, click **Settings → Templates → Inspection Template**.

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

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

<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%2FVhnMb8FzyYQS8vpP34Qu%2FScreenshot%202025-10-27%20at%2019.04.32.png?alt=media&#x26;token=43a62153-e45b-4908-87a9-4f8b8e125571" alt=""><figcaption></figcaption></figure></div>

### **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*).

<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%2FZjCXpBmoJTQBBqrKn99j%2FScreenshot%202025-10-27%20at%2019.07.30.png?alt=media&#x26;token=da0a70c3-4b83-4f09-8103-1e6901793e10" alt="" width="210"><figcaption></figcaption></figure></div>

To add another category, click the **green plus (+)** button at the bottom of the screen.

<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%2FiZSQkGbPw6UucwAOtMk8%2FScreenshot%202025-10-27%20at%2019.09.59.png?alt=media&#x26;token=e4e46489-c043-4014-a5ba-6b062209b124" alt="" width="98"><figcaption></figcaption></figure></div>

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**.

<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%2F3vcUx25B5y6DVJu96E3T%2FScreenshot%202025-10-27%20at%2019.07.35.png?alt=media&#x26;token=42e56859-a310-4e82-bc18-2ae5434b000a" alt="" width="221"><figcaption></figcaption></figure></div>

To add additional questions within a category, click **Add Question**.

<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%2FzkYiUyhDY1szLrDsToYb%2FScreenshot%202025-10-27%20at%2019.09.55.png?alt=media&#x26;token=c5d8662c-5d9c-4a2d-aac5-7580c2ebde23" alt="" width="198"><figcaption></figcaption></figure></div>

Each question should represent a specific inspection requirement.

**Example:**

<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%2FCibJzzqnqGVEqVHe1qQB%2FScreenshot%202025-10-27%20at%2019.18.33.png?alt=media&#x26;token=7932f663-a17b-4d23-b634-99ab19466d35" alt=""><figcaption></figcaption></figure></div>

### **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.

<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%2FiZSQkGbPw6UucwAOtMk8%2FScreenshot%202025-10-27%20at%2019.09.59.png?alt=media&#x26;token=e4e46489-c043-4014-a5ba-6b062209b124" alt="" width="98"><figcaption></figcaption></figure></div>

To add additional questions within a category, click **Add Question** again.

<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%2FzkYiUyhDY1szLrDsToYb%2FScreenshot%202025-10-27%20at%2019.09.55.png?alt=media&#x26;token=c5d8662c-5d9c-4a2d-aac5-7580c2ebde23" alt="" width="132"><figcaption></figcaption></figure></div>

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.&#x20;

<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%2Fc56bxt38Roi1h4UGaw2o%2FScreenshot%202025-10-27%20at%2019.22.32.png?alt=media&#x26;token=0c78158c-7c96-462b-9aab-be6eb64e1b50" alt="" width="80"><figcaption></figcaption></figure></div>

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.

<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%2F0MlrXZUmDdSPwnqyGgFY%2FScreenshot%202025-10-27%20at%2019.22.45.png?alt=media&#x26;token=d35dc418-f61c-4995-a061-f05d645e3b1c" alt="" width="64"><figcaption></figcaption></figure></div>

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).

<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%2FZ8y58ytCklfHBbuggi9Y%2FScreenshot%202025-10-28%20at%2008.51.06.png?alt=media&#x26;token=aec0b4ac-2c40-48de-8d27-b72363c57e98" alt="" width="225"><figcaption></figcaption></figure></div>

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](https://docs.cloudscaff.com/settings/templates/broken-reference)
{% endhint %}
