Workflow Template
CCEW preparation and lodgement checklist (NSW, Australia) Workflow
Collects job and test details for a Certificate of Compliance for Electrical Work (CCEW), routes the details through an office completeness check with an electrician revision loop, then lodges the CCEW with NSW Fair Trading, notifies the network operator if applicable, and emails the customer once lodged.
Picture an electrician wrapping up a job while the office scrambles to check every test result is filled in before the CCEW can be lodged with NSW Fair Trading. This workflow collects the job and test details through a simple form, has the office check completeness before it goes anywhere, sends it back to the electrician if anything's missing, then lodges it and notifies the network operator when needed. Everyone can see exactly where a job sits — Preparing, Details Missing, Ready to Lodge or Lodged — without anyone needing to chase status updates by phone or email.
Business Outcomes
- Fewer incomplete CCEWs reaching lodgement thanks to a built-in office completeness check
- Faster turnaround on missing-details revisions with a direct electrician task loop
- Clearer visibility of every job's status from Preparing through to Lodged
- Reduced manual chasing for test results, since electricians submit them once via form
- Customers automatically informed once lodgement is confirmed, without office admin time
Workflow Steps
Steps
- 1Create CCEW job recordcreate record
Creates the CCEW job record from the submitted job form.
- 2Set status to Preparingupdate record
Sets the CCEW status to Preparing.
- 3Office: check CCEW details completecreate task
Assigns the office a task to check the CCEW details are complete and record the outcome.
- 4Save check result to recordupdate record
Persists the office's check result and missing details to the record.
- 5Route on check result
Routes to the missing-details revision loop or forward to lodgement readiness.
check_result: "Complete"→Set status to Ready to Lodgecheck_result: "Details missing"→Set status to Details MissingDefault→End - 6Set status to Details Missingupdate record
Sets the CCEW status to Details Missing.
- 7Electrician: update missing detailscreate task
Assigns the electrician a task to update the work description and test results based on the missing details noted by the office.
- 8Save updated details to recordupdate record
Persists the electrician's updated description and test results to the record.
- 9Return to office checkrestart from step
Restarts the workflow from the office check step so the office can re-review the updated details.
- 10Set status to Ready to Lodgeupdate record
Sets the CCEW status to Ready to Lodge.
- 11Office: lodge CCEW with NSW Fair Tradingcreate task
Assigns the office a task to lodge the CCEW with NSW Fair Trading within the required timeframe and record the CCEW number and lodgement date.
- 12Save lodgement details to recordupdate record
Persists the CCEW number and lodgement date to the record.
- 13Route on network connection
Routes to network operator notification if the job involves connection to the network.
network_connection: "Yes"→Office: notify network operatornetwork_connection: "No"→Set status to LodgedDefault→Set status to Lodged - 14Office: notify network operatorcreate task
Assigns the office a task to notify the network operator and record the notification date, without waiting for a network response.
- 15Save network notified date to recordupdate record
Persists the date the network operator was notified to the record.
- 16Set status to Lodgedupdate record
Sets the CCEW status to Lodged.
- 17Email customer: CCEW lodgedsend email
Emails the customer that the CCEW for their work has been lodged, including the CCEW number and lodgement date.
Fields
- Electrician Name*
- Electrician Email*
- Licence Number*
- Customer Name*
- Customer Email*
- Site Address*
- +18 more fields
Forms
CCEW Job Intake
18 fields
Data Views
CCEW Lodgement Tracker
customer_name, site_address, completion_date, ccew_number +2 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
Similar Workflows
Similar Categories
FAQs
Do I need to set anything up before running this workflow?
No installation or development project is needed — the template is ready to use as soon as your workspace publishes it. You can start collecting CCEW job details straight away through the request form.
Can my team customise the checklist fields or steps?
Yes. You can describe the change you want in plain English or edit the steps directly in the workflow editor, and earlier versions are kept so you can compare or roll back. This makes it straightforward to adjust the office check, the fields collected, or the lodgement task as your process evolves.
Who is involved in checking and lodging the CCEW?
The office is assigned a task to check the submitted details are complete, and the electrician is assigned a task to fix any missing details if the office flags them. The office is also assigned the lodgement task with NSW Fair Trading and the network operator notification task when the job involves a network connection.
What happens if the office finds details are missing?
The workflow sets the status to Details Missing and assigns the electrician a task to update the work description and test results based on what the office noted. Once the electrician submits the updates, the workflow returns to the office check step so the details can be re-reviewed before moving forward.
Is this suitable for jobs that don't involve a network connection?
Yes. The workflow checks the 'Involves Connection to the Network?' answer and only routes to the network operator notification task when the answer is Yes, otherwise it moves straight through to setting the status to Lodged. This means non-network jobs skip that step entirely without any extra configuration.
What does the customer see or need to do?
Customers don't need an account — they're only involved through the record's customer email field, which is used to send them a notification once the CCEW is lodged. That email includes the CCEW number and lodgement date so they have confirmation on file.
What gets recorded on the CCEW job record?
The record keeps the office's check result and any missing details, the electrician's updated description and test results if a revision loop happens, the CCEW number and lodgement date, and the network notification date if applicable. Each record also has a reference number, a status, and a timeline showing what happened at each step, which your team can refer to for its own record-keeping needs.
Can the office track how many CCEWs are at each stage?
Yes, table views and dashboards show records grouped by status — Preparing, Details Missing, Ready to Lodge or Lodged — so the office can see at a glance which jobs need attention. Workspace activity is also logged, giving a clear audit trail of actions taken on each job.
Does this workflow send SMS reminders to electricians or customers?
Email and SMS are built into the platform, so if you want to add reminder messages you can build that into the workflow using the editor. By default this template emails the customer once the CCEW is lodged, but you can extend it to send additional notifications as needed.
Ready to use this workflow?
Create a free account and customise this workflow for your business.