PowerClerk Support Center
- Project Pages
- Program Design
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- Automations
- Channels
- Communications
- Connections
- Content Library
- Custom API IDs
- Data Fields
- Deadlines
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- 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
- eSignature Envelopes
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- 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
- Formulas and Calculated Fields
- Front Page
- Incentive Design
- Milestones
- Project List Columns
- Project Summary
- Project Views
- Roles
- Workflow
- Administration
- Tools Menu
- Integration Guides & API
- PowerClerk Video Guides
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- 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
- Standard Web Adapter 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
Features At-a-Glance
PowerClerk Release Notes
PowerClerk will notify you with the Release Notes feature of new feature additions and feature updates. This notification icon is only visible to PowerClerk users with Administrative privileges and is located in the upper right-hand corner of the PowerClerk screen. An orange dot notifies users that a new notification or update is available:
![Release Notes Release Notes](/wp-content/uploads/2018/10/features_0.png)
The Release Notes page—accessed by clicking on an individual notification link or from the Admin Menu—will provide additional details about the updates and modifications incorporated in each release. When available, links to relevant Support Center articles detailing new features and implementation instructions will be included.
See below the list of features currently available to streamline and automate your PowerClerk program.
Workflow
- Self-service configuration by administrators, easy to modify
- Support for multiple paths in one program (e.g., FastTrack and standard processes)
![Workflow Workflow](/wp-content/uploads/2018/07/features_1.png)
Project Lists
- High status transparency for applicants and administrators
- Columns configurable per program by the administrator
- Configurable Views group projects by status and can be used to create Queues
![Application List Application List](/wp-content/uploads/2018/07/features_2.png)
Forms
- Self-service configuration by administrators; easy to modify
- Support for multiple forms per program (e.g., IncentiveApplication, Proof of Project Milestones, etc.)
- Conditional visibility of fields to adjust application requirements dynamically
![Forms Forms](/wp-content/uploads/2018/07/features_3.png)
Roles
- Configurable by administrators
- Support for creation of new roles(e.g., Inspector, Distribution Engineer, etc.
![Roles Roles](/wp-content/uploads/2018/07/features_4.png)
Communications
- Communication templates configurable by administrators
- Can be sent automatically
- Keep applicants and administrators in sync
![Communications Communications](/wp-content/uploads/2018/07/features_5.png)
Deadlines
- Configurable by administrators
- Keep applicants and administrators on track
- Can be automatically activated
![Deadlines Deadlines](/wp-content/uploads/2018/07/features_6.png)
Document Generation
- Configurable by administrators
- Automatically generate documents (e.g., interconnection agreement) from templates
- Ensure each application has a matching agreement
![Document Generation Document Generation](/wp-content/uploads/2018/07/features_7.png)
eSignatures
- Streamline signature routing and eliminate paper
- More secure than wet ink
- Signature requests routed via email
![eSignatures eSignatures](/wp-content/uploads/2018/07/features_8.png)
ePayments
- Streamline credit card payments online
- Secure processing and data storage. No credit card information stored in PowerClerk
- Deployable throughout the workflow
- Payment confirmations routed via email
![ePayments ePayments](/wp-content/uploads/2018/07/features_9.png)
Test Environment
- Try out program changes in a secure testing environment
- Test out ideas for new program requirements or completely new programs
- Review changes prior to committing them to the live program
![Test Environment Test Environment](/wp-content/uploads/2018/07/features_10.png)
Formulas
- Configurable by administrators
- Automatic calculations in forms (e.g., Total System Size, Total Cost)
- Logical Expressions (e.g., Is System Size >= 50kW?)
- Can determine ePayment fee amounts
- Used by Automations to set Conditions for Action
![Formulas Formulas](/wp-content/uploads/2018/07/features_11.png)
Automations
- Configurable by administrators
- Supersedes existing Actions feature
- Utilizes “When [trigger] occurs, if [condition], then do [action]” framework
- Triggers are: forms submit, status change
- Conditions are Formulas (e.g., System Size >= 50kW)
- Actions are: Change Status, Send Communication, Set Deadline, Set Data Field, Call Web Adapter
- Validation Actions block form submission
![Automations Automations](/wp-content/uploads/2018/07/features_12.png)
Custom Lists
- Create hierarchical lists of data
- Configure Custom List Field Groups
- Configurable for administrators
![Feature Feature](/wp-content/uploads/2018/07/features_16.png)
Incentive Design
- Configurable for administrators
- Support for date-based and data field-based eligibility conditions
- Calculate PV-specific incentives (e.g., PBI, EPBB) or simple rebate
![Incentive Design Incentive Design](/wp-content/uploads/2018/07/features_13.png)
Reports
- Configurable for administrators
- Comprehensive reporting from system of record
- Create ad hoc reports or rerun pre-saved reports for updates
- Share reports with other administrators
![Reports Reports](/wp-content/uploads/2018/07/features_14.png)
Data Import
- Import historical records into new or existing programs, self-service
- Report on all projects from one system of record
- Make updates to historical projects from PowerClerk at will
![Data Import Data Import](/wp-content/uploads/2018/07/features_15.png)
Sensitive Data Fields
- Capture sensitive user information
- Protect against unwarranted disclosure
![Sensitive Data Fields Sensitive Data Fields](/wp-content/uploads/2018/07/features_18.png)
Multi-Factor Authentication
- Add account security by requiring Multi-Factor Authentication for administrators
- Convenient setup via QR Code
![Multi-Factor Authentication Multi-Factor Authentication](/wp-content/uploads/2018/07/features_17.png)