PowerClerk Support Center
- Program Design
- Advanced Program Design
- Administration
- Integration Guides
- Program Reporting
- PowerClerk Video Guides
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- 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
- PowerClerk Program Launch
- PowerClerk Responsive Admin View
- PowerClerk User Group Sessions (UGS)
- Learning Management System (LMS)
Program Design
Automations
This PowerClerk feature is an upgrade to Actions for customers who need more advanced and/or conditional triggers to quickly process applications. Automations allow you to automatically trigger PowerClerk to advance a project’s status, send out a Communication Template, or validate user input on your Forms.
Communication Templates
The Communications feature is a powerful and flexible way for administrators to automatically generate email communications to participants and other administrators.
Deadlines
Deadlines enable administrators to keep stakeholders abreast of the timing requirements for any application. PowerClerk can automatically send reminder communications prior to expiration of a deadline and can also send additional communications and/or change the status of a particular application when a deadline expires.
Forms
Forms in PowerClerk are configurable by administrators, and can include logic that makes them dynamic and responsive based on user input. Data required in an application are entered into the application form by the applicant and are visible to the administrator upon submission.
Roles
Roles control who can see and do what actions at what time. A hierarchy of roles, each with uniquely defined permissions, can be specified by the Administrator.
Workflow
Administrators have self-service control over the workflow for each program in PowerClerk, and each program can have a unique workflow.