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
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
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
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
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
PowerClerk User Group Sessions (UGS)
PowerClerk Responsive Admin View

PowerClerk Video Guides

Please find below a collection of all currently available PowerClerk Video Guides.
 

New User Video Guide

The following video guide offers instructions on how to register with PowerClerk, reset an account password, and Grant Access for projects to other participants. Direct video link: https://cleanpower.wistia.com/medias/teew4tddn1


 

Setting up Business Days

This video shows how to setup Business Days within PowerClerk. Direct video link: https://cleanpower.wistia.com/medias/ptettrs9lu

 

Dashboards

This video guide will show you how to setup, edit, resize, and position Dashboards and how to export a Dashboard as an image for your reporting. Direct video link: https://cleanpower.wistia.com/medias/5fw8fnxyi3

 

Edit Forms – Tutorial #1

This video guide will show you how to insert key data fields into forms.  Capture key info from the form so that you have the necessary inputs to approve or reject applications. Direct video link: https://cleanpower.wistia.com/medias/aq4hbqpxhv

 

Edit Forms – Tutorial #2

This video guide will show you how to adjust settings on key data field elements.  Set features like Conditional Visibility and PV or Custom List elements to capture key technical info. Direct video link: https://cleanpower.wistia.com/medias/xmfergerw1

 

Configuring Forms

This video guide explains how to Configure Forms in PowerClerk. Direct video link: https://cleanpower.wistia.com/medias/k21wfletjk

 

FormSense

This video guide will demonstrate how to define default values with FormSense. Direct video link: https://cleanpower.wistia.com/medias/tu7e2m4qtd

 

Build A Formula

This video guide will demonstrate how to build a formula through our visual design surface. Use PowerClerk to calculate key data fields that streamline your administrator workflow. Direct video link: https://cleanpower.wistia.com/medias/libiq559z9

 

Automation with Formulas in Action Rules

The following video will present you the concept of triggering Automations based on a Formula’s result. Direct video link: https://cleanpower.wistia.com/medias/b5tkq8lv39

 

Formulas and Advanced Visibility Rules

To control the Conditional Visibility of From fields you can use Formula logic to adapt the display of your Forms to a vast variety of business scenarios. Direct video link: https://cleanpower.wistia.com/medias/fqqq16u0mg

 

Calculated Fields

Display the results of Formula calculations on Forms, Communications, Document Templates, and Reports. This video demonstrates how to use Calculated Fields within your program. Direct video link: https://cleanpower.wistia.com/medias/3b2ioykrc0

 

Milestones

This video guide will walk through setting up PowerClerk’s Milestones feature. Direct video link: https://cleanpower.wistia.com/medias/hb7us7lbtz

 

Project Summary

The following video demonstrates how to use PowerClerk’s Project summary feature. Direct video link: https://cleanpower.wistia.com/medias/5m6xh6924o
 

 

Setting up Roll-up Reports

The following video demonstrates how to setup a Roll-up Report. Direct video link: https://cleanpower.wistia.com/medias/ziw0p47p56

 

Roles and User Administration

This video will walk through setting up roles as defined by different required levels of access in PowerClerk and then assigning roles to users. Direct video link: https://cleanpower.wistia.com/medias/8hytw5k6ee

 

Visualize Workflows

This video will demonstrate how to build a workflow through our visual design surface. Align key Workflow statuses with stages in your business or technical review process. Direct video link: https://cleanpower.wistia.com/medias/xzgi1whm66