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:
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)
Continue reading on the Workflow page…
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
Continue reading on the Project List Columns page…
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
Continue reading on the Forms page…
Roles
- Configurable by administrators
- Support for creation of new roles(e.g., Inspector, Distribution Engineer, etc.
Continue reading on the Roles page…
Communications
- Communication templates configurable by administrators
- Can be sent automatically
- Keep applicants and administrators in sync
Continue reading on the Communication Templates page…
Deadlines
- Configurable by administrators
- Keep applicants and administrators on track
- Can be automatically activated
Continue reading on the Deadlines page…
Document Generation
- Configurable by administrators
- Automatically generate documents (e.g., interconnection agreement) from templates
- Ensure each application has a matching agreement
Continue reading on the Document Templates page…
eSignatures
- Streamline signature routing and eliminate paper
- More secure than wet ink
- Signature requests routed via email
Continue reading about eSignatures…
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
Continue reading about ePayments…
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
Continue reading on the Test Environments page…
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
Continue reading on the Formulas page…
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
Continue reading on the Automations page…
Custom Lists
- Create hierarchical lists of data
- Configure Custom List Field Groups
- Configurable for administrators
Continue reading about Custom Lists…
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
Continue reading on the Incentive Design page…
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
Continue reading on the Reports page…
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
Continue reading on the Data Import page…
Sensitive Data Fields
- Capture sensitive user information
- Protect against unwarranted disclosure
Continue reading about Sensitive Data Fields…
Multi-Factor Authentication
- Add account security by requiring Multi-Factor Authentication for administrators
- Convenient setup via QR Code
Continue reading about Multi-Factor Authentication…
