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
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
Input and Output Fields
Connecting, Testing, and Enabling
Maintenance and Alterations
Connections Message Format
FAQ
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
Curated Lists
Built-in DER lists
Global Lists
FAQ
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
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
Okta IDP Configuration
SP Configuration
PowerClerk API
Custom API IDs
FAQ
API Documentation for Developers
Application & Process Automation
Getting Started
Common Usage Scenarios
Using Custom IDs
API Method Reference
Code Samples
Administration
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
How to validate a Data Import
FAQs
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
FAQs
Operation Status
Questions to ask yourself
Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
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
Test Environment
Questions to ask yourself
Locating the Test Environment feature
How to setup a Test Environment
FAQs
User Administration
Questions to ask yourself
Locating the User Administration feature
How to work with User Administration
FAQs
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
Questions to ask yourself
Locating the Project Summary feature
FAQs
How to edit the Project Summary
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
PowerClerk Video Guides
New User Video Guide
Setting up Business Days
Dashboards
Edit Forms - Tutorial #1
Edit Forms - Tutorial #2
Configuring Forms
FormSense
Build A Formula
Automation with Formulas in Action Rules
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Roles and User Administration
Visualize Workflows
Settings
My Account
Questions to ask yourself
Locating the My Account feature
How to use the My Account feature
Setting up Multi-Factor Authentication
MFA Recovery Guidelines
FAQs
FormSense
Questions to ask yourself
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
Questions to ask yourself
Locating the Grant Access feature
How to Grant Access to users
FAQs
PowerClerk Program Launch
PowerClerk Responsive Admin View
PowerClerk User Group Sessions (UGS)
NEW! Learning Management System (LMS)

Premium Features Package Content

Premium Features extend the capabilities of PowerClerk to handle specific use cases for program administration. Please contact your PowerClerk Account Executive to discuss pricing and implementation of Premium Features for your program by sending us an email to support@powerclerk.com.
 
Adding Premium Features to your subscription provides:
 

 

Automations & Scheduled Triggers

Automations streamline your Workflow to save time on the most repetitive steps in processing applications. PowerClerk offers also the option to setup Scheduled Triggers. These triggers allow you to run one of your Reports, for example, on a scheduled basis set to either daily, weekly, monthly, or yearly.

Continue reading on the Automations page…

Automations

 

Configurable Attachments

This option allows Program Designers to choose which file types are acceptable for each attachment field (e.g., .JPEG, .PNG, .CAD, etc.). You can define a variety of acceptable file formats with the exclusion of executable files like .exe or .bat.

Continue reading in the Configurable Attachments section…

Configurable Attachments

 

Cross Program Reporting

Cross Program Reporting allows you to run reports across multiple PowerClerk programs that you have in your agency. To set up programs for cross-program reporting, please contact Clean Power Research to configure and enable this feature for your programs and state the programs you would like to run a report on. In addition, the roles intended to run this kind of report need to have the admin privilege “Edit Cross-Program Report Mapping” enabled.

Continue reading in the Cross Program Reporting section…

Cross Program Reporting

 

Custom Lists

PowerClerk’s Data Fields functionality allows you to define Custom Lists under the Custom Lists-tab. A Custom List can be any kind of hierarchical list of data, that you would like your applicants to be able to select pre-defined data from.

Continue reading in the Custom Lists section…

Custom Lists

 

Formulas/Calculated Fields

Use Formulas with PowerClerk’s intuitive drag-and-drop Formula editor to perform calculations in Forms that assist applicants and increase data accuracy and enable math to be performed in Forms automatically.

Continue reading on the Formulas/Calculated Fields page…

Formulas/Calculated Fields

 

Large attachments

The option to allow Large File sizes to be attached can be configured to enable attachments larger than the platform default. Please note: This option should only be used in circumstances explicitly requiring a deviation from the default value.

Continue reading in the Large attachments section…

Large attachments

 

Project Inquiries

Use the Project Inquiry feature to configure Dynamic Customer Messaging.

Continue reading on the Project Inquiry page…

Project Inquiry

 

Sensitive Data Fields

PowerClerk allows you to add Sensitive Data Fields to capture sensitive user information, such as Social Security Numbers or W9 information, which you want to protect against unwarranted disclosure. Administrators of your program working with Sensitive Data Fields are required to setup Multi-Factor Authentication (MFA) for their account access in PowerClerk for additional security.

Continue reading in the Sensitive Data Fields section…

Sensitive Data Fields