PowerClerk Support Center

Project Pages
Project Admin Page
Locating the Project Admin Page
How to Use the Project Admin page
Project View/Edit Page
Locating the Project View/Edit Page
How to use the Project View/Edit Page
Program Design
Automations
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
FAQs
Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
Using Channels in Test Environments
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Images in Communications
Sending Mass Communications
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
Define the Web Connector
Connecting, Testing, and Enabling the Web Connector
Creating a Standard Web Connector Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Connector
Web Connector Payload Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to work with Formulas and Calculated Fields
Formula Data Dictionary
Dynamic Formula References
Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
Access Groups and Automations
Access Groups and Data Imports
Access Groups and Reports
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Workflow Example Overview
FAQs
Administration
Announcements
Locating the Announcements feature
Creating an Announcement
Triggering an Announcement
Managing Announcements Topic List
Managing Announcement Topic Enrollment Via User Account
Prerequisites for Using Announcements
Business Days
Questions to ask yourself
Locating the Business Days feature
Setting up Business Days
FAQs
Dashboards
Questions to ask yourself
Locating the Dashboards feature
How to create widgets in your Dashboard
Other Dashboard Actions
Data Import
Questions to ask yourself
Locating the Data Import feature
Steps to Complete a Data Import
Data Import Configurations
Column Header Types
Automatic Data Imports via SFTP
Revert Data Imports
FAQs
Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Locating the Project Inquiry feature
How to edit the Project Inquiry Settings
Automating Communications for Project Inquires
Inquiry Summary
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
FAQs
Program Statistics
Questions to ask yourself
Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
Questions to ask yourself
Locating the Reports feature
How to setup Reports
Multi-instance reports
Sharing Reports
Integrate scheduled Reports
Cross-Program Reports
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
Test Environment
FAQs
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
Tools Menu
My Account
Questions to Ask
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
Missing, lost, or stolen mobile devices: resetting Multi-Factor Authentication
Disabling Multi-Factor Authentication
Recovery Guidelines for MFA Administrators
FAQs
FormSense
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to Ask
Project Grants vs Broad Grants (i.e. "Grant Access")
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
FAQs
Integration Guides & API
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
PowerClerk API
Questions to Ask
What is the PowerClerk API?
What can the PowerClerk API do?
Integrating with the PowerClerk API
API Documentation for Developers
Single Sign On (SSO)
Questions to Ask
PowerClerk SSO Configuration
Azure AD Configuration (SAML)
Azure AD Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
Integration Guide 001: How to configure an ArcGIS Connector – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
Configuring Forms
Roles and User Administration
Setting up Business Days
Formulas and Advanced Visibility Rules
Visualize Workflows
Dashboards
ArcGIS
FormSense
API
Edit Forms - Tutorial #1
SFTP Automatic Data Import
Calculated Fields
Web Connector Setup
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!
NEW: PowerClerk Certifications

NEW: PowerClerk Certifications

Practice to be certified as a PowerClerk Program Designer or PowerClerk Program Manager to design smarter solutions and administer PowerClerk programs more effectively.

PowerClerk Certifications


Sign-up and enroll for one of our currently available PowerClerk Certification paths:

PowerClerk Program Designer Exam
PowerClerk Program Manager Exam

A PowerClerk certification validates your skills and depth of knowledge in designing and administering PowerClerk programs. Getting certified demonstrates your mastery over PowerClerk’s rich feature set to manage energy program design and administration and adds a valuable asset for utility professional’s careers.
 

Exam Summary: PowerClerk Program Manager

This is the first and foundational exam that is required to become certified as a PowerClerk Program Manager capable of administering PowerClerk programs and supervising applicant projects through a program’s Workflow.
 
Candidates who pass the PowerClerk Program Manager exam have demonstrated that they possess the skills and understanding to perform administrative duties related to processing a submitted application project effectively and to guide the project through required review stages prior its final, terminal status (e.g., Permission to Operate).
 
Exam candidates administering one or more PowerClerk programs may have gathered intermediate exposure to the software and should have a working understanding of a program’s requirements. This includes familiarity with relevant business processes to perform required review duties within PowerClerk, and/or the ability to distribute application projects to subject matter experts for further review:

  • Perform the initial review of a submitted applicant project.
  • Confer with their customers as needed to validate all information has been appropriately filled out in the customer’s application in-take.
  • Reflect upon review processes, note potential suggestions for improvements to meet business requirements, and align solution with existing customer initiatives and infrastructure.
  • Recommend and explain proposed solutions and benefits to PowerClerk Program Designers.
  • Understand the impact(s) of administrative measures.

Prerequisites: None
Exam length: 30 Questions (Multiple-choice, and Freeform)
Exam duration: 60 Minutes
Exam fee: $249.00 (USD)
Validity Period: 2 Years
 
 

Exam Summary: PowerClerk Program Designer

This is the Program Designer exam in PowerClerk’s certification series aiming to certify PowerClerk configuration skills required to become certified as a PowerClerk Program Designer capable of blueprinting, designing, and implementing intricate and complex PowerClerk programs to warrant seamless and unobstructive processing of applicant projects through a program’s Workflow.
 
Candidates who pass the PowerClerk Program Designer exam have demonstrated that they possess the skills and understanding to convert business requirements to reflect program design decisions. They can roll out PowerClerk program implementations and alterations thereof and aim to minimize program downtime in the process. They also guide internal staff on how to review an applicant project and progress it through required review stages prior to granting permission to operate. Program Designers also setup reporting tasks consumable by internal stakeholders.
 
Candidates taking this exam aim to take into consideration any business requirements as outlined by their organization and are familiar with using PowerClerk’s feature capability to utilize the software appropriately. Candidates should have a working understanding of their organization’s program requirements and be familiar with relevant business processes to plan out and implement required review duties within PowerClerk and effectively prepare the workload to be processed by internal administrative staff bound to work within the PowerClerk program:

  • Plan out implementation phases and program requirements based on business requirements and the scoped-out work.
  • Investigate and setup any Forms, including data/groups & attachment fields, Workflow statuses, Automation steps, and Communications to effectively translate program requirements into PowerClerk program design.
  • Improve automatic processing of applicant projects and further streamline program operations by adhering to best practices and keeping up with feature improvements of PowerClerk.
  • Review and discuss proposed solutions and benefits with PowerClerk Program Administrators.
  • Understand the impact of program changes and how to implement changing legislative requirements on an ongoing basis.

Prerequisites: None
Exam length: 30 Questions (Multiple-choice, and Freeform)
Exam duration: 60 Minutes
Exam fee: $249.00 (USD)
Validity Period: 2 Years
 

How to enroll?

PowerClerk’s Certification program is currently available to all administrative PowerClerk accounts right within PowerClerk, and is accessible via the Program Change dropdown as shown below:
 

 
Upon enrolling into PowerClerk’s Certification program, a series of Practice Exams is required to gather 60 eligibility credits for taking the official exam. Please contact us at support@powerclerk.com for further assistance or if you do have questions prior to enrolling.
 

PowerClerk Certification Program