PowerClerk Support Center

Program Design
Automations
Questions to ask yourself
Locating the Automations feature
Creating an Automation
FAQs
Communication Templates
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Smart Templates
Feature reference
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
How to create Deadlines
Delaying Deadlines
Deadline Automations
Deadlines in the Admin View
Deadlines in Communication Templates
Deadlines in Reports
Deadlines in Project List Columns
Deadline Functionality Definitions
Feature reference
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
Feature reference
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
Feature reference
FAQs
Workflow
Questions to ask yourself
Locating the Workflow feature
How to create and edit the Workflow
Transitions
Changing a project's status
Feature reference
FAQs
Advanced Program Design
Channels
Locating the Channels feature
What are Channels?
Channels Checklist
3-Step Publishing Process
Channel Type A: Mark As Child
Channel Type B: Make Successor
Channel Type C and D: Create/Submit Related Project
Sending Signals
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
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FAQ
Content Library
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Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
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Curated Lists
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Document Templates
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Locating the Document Templates feature
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eSignatures
DocuSign template tags
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Smart Templates
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to create a Formula
Formula Data Dictionary
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 design an Incentive
Incentive Options
FAQs
Single Sign On (SSO)
Azure AD
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Locating the Business Days feature
Setting up Business Days
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Dashboards
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Locating the Dashboards feature
How to create widgets in your Dashboard
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Data Import
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Locating the Data Import feature
How to validate a Data Import
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Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
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Operation Status
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Locating the Operation Status feature
How to use the Operation Status feature
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Program Info
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Program Statistics
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Locating the Program Statistics feature
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Reports
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Test Environment
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Locating the Test Environment feature
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User Administration
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Locating the User Administration feature
How to work with User Administration
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Integration Guides
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
Program Reporting
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
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
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Locating the Project Summary feature
FAQs
How to edit the Project Summary
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Locating the Project Views feature
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PowerClerk Video Guides
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Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
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FormSense
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Locating the FormSense feature
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Grant Access
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Locating the Grant Access feature
How to Grant Access to users
FAQs
PowerClerk Program Launch
PowerClerk Responsive Admin View
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)

Milestones

Set Milestones to best communicate with your applicants on progress, reducing confusion and providing a clear view on the process.

Milestones feature


Questions to ask yourself about Milestones:

Which Milestones need to be configured for this program?
Which statuses should be grouped into a Milestone?

Which Milestone names help applicants identify key steps in the process, and which other Milestones should be kept for internal reference only?

Locating the Milestones feature

Anyone with a Role that has Program Design privileges can open the Milestones feature by opening the PROGRAM DESIGN menu and clicking on Milestones:

 

Locating the Milestones feature

Figure 1: PROGRAM DESIGN >> Milestones

 

How to define a Milestone

Milestones are helpful for showing a simple view of complex Workflows that contain lots of statuses. You’ll be able to group several statuses together into one Milestone showing an applicant a more streamlined flow through the process. The applicant or installer will see a highlighted blue portion of the configurable status bar on the View/Edit project views.  This serves to quickly inform a user about where the project is within the workflow. A status description for each Milestone may also be included in the Current Status section to help the user understand what is happening at this stage of the process.

To set up Milestones for your PowerClerk program navigate to PROGRAM DESIGN > Milestones, then:

  1. Add Milestone (as few or many as you wish)
  2. Name the Milestone
  3. Drag and drop the status(es)* you’d like to include into each milestone
  4. Enter the Status Description to display on the Current Status panel of the View/Edit page (optional)

*Please note: Not every status needs to be assigned to a Milestone. When a project is in an unassigned status, Milestones are not displayed on the View/Edit page.

 

Milestones

Figure 2: Milestones

 
A status can only exist in one Milestone. As you add statuses to a Milestone it will be removed from the Unassigned Statuses list. If you later decide you want to move a status, you can simply drag it from one Milestone to another or remove it, and then drag it to the new Milestone from the Unassigned Statuses list.

Video Guide

Milestones

This video guide will walk through setting up PowerClerk’s Milestones feature:

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

Create A Support Ticket

Not finding your answer here?  Submit a question to our support team at the PowerClerk Ticket System and leverage the PowerClerk team’s expertise.