PowerClerk Support Center

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
Bulk Communications via Data Import
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 Bulk Email Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define the Standard Web Adapter
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter 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
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 a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
FormSense
Edit Forms - Tutorial #1
Calculated Fields
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
Setting up Roll-up Reports
Configuring Forms
Roles and User Administration
Formulas and Advanced Visibility Rules
Visualize Workflows
ArcGIS
API
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
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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

 
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…

Workflow

 

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…

Application List

 

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…

Forms

 

Roles

  • Configurable by administrators
  • Support for creation of new roles(e.g., Inspector, Distribution Engineer, etc.
Continue reading on the Roles page…

Roles

 

Communications

  • Communication templates configurable by administrators
  • Can be sent automatically
  • Keep applicants and administrators in sync
Continue reading on the Communication Templates page…

Communications

 

Deadlines

  • Configurable by administrators
  • Keep applicants and administrators on track
  • Can be automatically activated
Continue reading on the Deadlines page…

Deadlines

 

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…

Document Generation

 

eSignatures

  • Streamline signature routing and eliminate paper
  • More secure than wet ink
  • Signature requests routed via email
Continue reading about eSignatures

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

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…

Test Environment

 

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…

Formulas

 

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…

Automations

 

Custom Lists

  • Create hierarchical lists of data
  • Configure Custom List Field Groups
  • Configurable for administrators
Continue reading about Custom Lists

Feature

 

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…

Incentive Design

 

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…

Reports

 

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…

Data Import

 

Sensitive Data Fields

  • Capture sensitive user information
  • Protect against unwarranted disclosure
Continue reading about Sensitive Data Fields

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

Multi-Factor Authentication