Go beyond the basics and learn how to get the most out of the CCEW app with these proven best practices and pro tips.

General workflow

Complete forms on site

Fill out the CCEW form while you’re still on site. This reduces the chance of forgetting crucial details and saves you from having to make a return trip.
Use the mobile-optimized form interface to complete certificates directly on your phone or tablet.

Validate before downloading

Always use the “Validate Form” button before downloading. It’s a quick way to catch missing required fields and other simple errors.
Don’t skip validation - it only takes a few seconds and can save you from issuing incorrect certificates.

Review before sending

Use the “Review Form” modal to give everything a final once-over. It’s much easier to spot a mistake in the summary view than by scrolling through the entire form.
The review modal shows all your data in a clean, organized format for easy verification.

Profile management (Pro feature)

Save separate profiles

If you sometimes work as the installer and other times only as the tester, save two separate profiles. This will save you time and prevent you from having to manually change details.
Pro users can save unlimited profiles for maximum flexibility.

Keep profiles updated

Whenever your licence is renewed or your contact details change, update and re-save your profile immediately. This ensures all future CCEWs are accurate.
Set a calendar reminder to review and update your profiles quarterly.

Data entry tips

Always start with the smart address search. It’s faster and less prone to typos than manual entry. Only use manual entry if the address is new or can’t be found.
Start typing the street number and name for best results with the address autocomplete.

Leverage the Serial Number Helper

Don’t try to remember your last serial number. Let the app’s serial number helper suggest the next one for you to ensure correct sequencing.
The serial number helper automatically increments based on your previous certificates.

Take Photos for Reference

Get into the habit of taking photos of equipment nameplates, switchboards, and street numbers. This creates a visual record you can refer back to if needed.
Never include photos in the CCEW itself - they’re just for your reference when filling out the form.

Compliance & Record-Keeping

Create a System for PDFs

Don’t just dump your downloaded PDFs into a random folder. Create a clear folder structure (e.g., by year, then by month, then by client) to make it easy to find a specific CCEW later.
Use consistent naming conventions like “CCEW_ClientName_Date_SerialNumber.pdf”

Backup Your Records

Regularly back up your CCEW PDFs to a separate location (e.g., a cloud storage service). These are legal documents, and you’re required to keep them for several years.
CCEW certificates are legal documents that must be retained for compliance purposes. Don’t rely on a single storage location.
For a deeper dive into common errors and how to avoid them, read our full guide on common mistakes.
Our blog contains detailed articles on compliance, efficiency tips, and industry best practices.

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