Duplicate Check

Locating the Duplicate Check feature

Anyone in a Role with the Edit Project Duplicate Config privilege can configure the Duplicate Check feature by opening the ADMIN menu and clicking on Duplicate Check:

How to utilize the Duplicate Check feature

PowerClerk’s Duplicate Check feature allows you to search projects for duplicate data entries. As an example use case, an administrator may evaluate projects containing the same “account number” to screen for duplicate project submittals. Configure any number of duplicate checks and run them manually, on demand, from the Duplicate Check page. Or, set one of your duplicate check configurations to run automatically, with the results appearing on the Admin Project Page.
 
As of September 2026, users with the “Edit Project Duplicate Config” role permission can now create and save any number of duplicate check configurations. Each configuration must be given a Name and Description.
 
Note: If an Automatic Duplicate Check was saved in the program prior to September 2026, it was given the name “Default Duplicate Definition.”
 
To configure, click “Edit” on an existing configuration, or use the “Configure New Duplicate Check” button above. Select and “Add” the Data Fields that determine whether two projects are duplicates. Then select whether “All” or just “Any” of those selected Data Field criteria must be met. You may also choose to include or exclude matching projects in certain Workflow Statuses.
 

 
Note: The “Unsubmitted” status is not on the list because it is always excluded. In the case of an Automatic Check, when PowerClerk checks the current project’s data against other projects, it will not consider other projects in the “Unsubmitted” status.
 
In the example above, this Automatic Check will return a result if the Account Number’s value and the Meter Number’s value match for two or more projects
 
After all selections are made, “Save” the configuration.
 
To manually run a duplicate check, go to Admin >> Duplicate Check, expand the line of the desired configuration and click the “Run” button, then review the results below. Running a duplicate check manually will check for duplicates across the entire program, evaluating every project against every other project.
 

 
Set one of your configurations to run automatically with the “Set Automatic” button that appears next to “Edit”. The one configuration that is set to run automatically is marked with the “Automatic” label.
 

 
The Automatic Check configuration will generate a new section on the Admin Page of a project. If that project’s data matches another project’s data as configured within the automatic duplicate check, a result will appear for the administrator’s review.
 

 
Click the link to each matched project to open its Admin page.
 
Read more about the Mark as Child and Mark Successor Channels for ideas on how to use the Duplicate Check as the first step of a workflow. Common use cases include Transfer of Ownership or Project Expansion applications.

FAQs

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