PowerClerk Support Center

Project Pages
Project Admin Page
Locating the Project Admin Page
How to Use the Project Admin page
Project View/Edit Page
Locating the Project View/Edit Page
How to use the Project View/Edit Page
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
Sending Mass Communications
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 Mass Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Web Connector
Define the Web Connector
Connecting, Testing, and Enabling the Web Connector
Creating a Standard Web Connector Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Connector
Web Connector 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
Revert Data Imports
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
Entra ID Configuration (SAML)
Entra ID Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
Integration Guide 001: How to configure an ArcGIS Connector – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
PowerClerk Video Guides
Setting up Roll-up Reports
New User Video Guide
Configuring Forms
Roles and User Administration
Setting up Business Days
Formulas and Advanced Visibility Rules
Visualize Workflows
Dashboards
ArcGIS
FormSense
API
Edit Forms - Tutorial #1
SFTP Automatic Data Import
Calculated Fields
Web Connector Setup
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!
NEW: PowerClerk Certifications

Curated Lists

Avoid the headache of managing equipment lists and the associated data quality assurance and quality compliance with CPR’s distributed energy resource (DER) equipment lists. Our experts manage DER data for your benefit as a trusted resource to perform a variety of calculations PowerClerk programs often require.

Data Fields feature


Questions to ask yourself about Curated Lists

Is there a form element that fulfills my program’s calculation and data requirements backed by curated equipment lists?

Does CPR maintain a Global Equipment List I can tap into to capture required equipment data in a Custom List Data Field Group?
Do I want to share data from an equipment list with another PowerClerk program (e.g., an Energy Agency managing incentives) via a Channel?

There are two kinds of Curated Lists:

  • Lists which back PowerClerk’s built-in DER form elements: the PV System, the PV System + Battery and, the Energy Storage System.
  • Global Lists, curated by CPR, and used to create a Custom List Group which can then be added to a form within the program.
Built-in DER form element lists

Programs with access to the PV System, PV System + Battery and Energy Storage System form elements have access to the Global Equipment Lists backing them. Anyone in a Role with the Edit Form privilege sees these fields available on the form editor. Once added to a form, the subsequent Data Field Group will be automatically created, and the associated equipment will be available for the end user to select from these form elements:
 

Locating the Curated Lists feature

Figure 1: Locating the Curated Lists feature

 
 
 

I cannot find my PV panel or inverter within PowerClerk, what now?

The list of inverters and PV panels of PowerClerk’s PV Systems form element is based off the California Energy Commission’s (CEC) Equipment List. The CEC updates their equipment list three times a month on the 1st, 11th, and 21st day of the month (or the following business day). Clean Power Research’s general practice is to update PowerClerk’s PV Systems database within one business day of any CEC list updates.
 
Please note: We recommend manufacturers to submit their unlisted panels and inverters to the CEC promptly. Please reach out to your manufacturer if you have been carefully soliciting the CEC’s Equipment List and still cannot find your respective equipment. As soon as the CEC includes new equipment with one of their upcoming Equipment List updates, we will reflect this change accordingly in PowerClerk.
 
 

Global Lists

Specific Global Lists of DER equipment are available upon request. Our current offerings include an Electric Vehicle List and Electric Vehicle Supply Equipment (EVSE) List. To gain access to one of these lists, please submit an access request to the PowerClerk team.
 
Once enabled, anyone in a Role with the Manage Custom Lists privilege will be able to view the lists on the Custom List tab of the Data Fields page.
 

Manage Custom Lists

Figure 2: Manage Custom Lists

 
Please note: To learn how to create a Data Field Group using a Custom List see the Custom Lists and Data Fields page.
 
What data is included in these lists and how often are updates processed for Built-in DER form elements?

PV System Equipment:
The list of inverters and PV panels of PowerClerk’s PV Systems form element is based off the California Energy Commission’s (CEC) Equipment List. The CEC updates their equipment list three times a month on the 1st, 11th, and 21st day of the month (or the following business day). Our general practice is to update PowerClerk’s PV Systems database within one business day of any CEC list updates. We recommend that manufacturers submit their unlisted panels and inverters to the CEC promptly. As soon as the CEC includes new equipment with one of their upcoming Equipment List updates, we will reflect this change accordingly in PowerClerk.
 

Energy Storage Equipment Lists:
The storage inverters, batteries, and integrated storage lists are all updated from the respective CEC lists.  The battery and integrated storage lists also contain models that are not yet on the CEC lists, but are available for sale in the US.  Data for these models comes directly from the battery and energy storage equipment manufacturers.
 
If you wish to request a review of Battery or Energy Storage System Equipment to be added to PowerClerk’s PV system Battery list choices or ESS form element choices, please fill out the associated form within the PowerClerk Ticket System:
 

PowerClerk Ticket System Equipment Listing Request

Figure 3: PowerClerk Ticket System Equipment Listing Request

 

Battery and integrated storage listing requirements:
Most of the batteries and integrated energy storage models listed are certified under UL 1973 or UL 9540, however we have not made these standards a requirement for listing, nor do we guarantee that listed equipment meets any specific requirement. The initial focus for the lists is equipment meant for residential or small commercial applications.  To be included in the list, battery and integrated storage equipment must be available for sale in the US, have a listed nameplate energy capacity (in kWh) and a listed maximum continuous discharge rate (in kW).  At this time, the list only includes batteries or integrated storage systems that are sold as a complete system with controlling electronics.  We are not currently including individual battery modules that are meant to be paired with separate control equipment.
 
Our general practice is to update the energy storage equipment lists on the 1st or 15th of each month (or the following business day).
 

Electric Vehicle List:
The Electric Vehicle list includes EV and Plug-in hybrid (PHEV) vehicles whose models are included in the EPA’s Fuel Economy database and whose MSRP, battery size, and charging specifications have been released by the manufacturer.
 
Vehicle model years prior to 2020 are included on the following basis:

  • Vehicle is an EV or PHEV
  • Vehicle is included in the EPA’s Fuel Economy database
  • Battery size and charging specifications can be found
  • Not all data fields will be available for vehicles with model years prior to 2020

Vehicle data is updated once monthly.
 

EVSE List:
The EVSE equipment list data is collected from Specification or Technical Data Sheets provided by the manufacturer through their website or direct interaction.  Information not provided on the Spec/Data Sheet is not added or maintained in the list. 
 
The list primarily consists of Level 1 and Level 2 chargers that are suitable for 1-2 vehicles.  As low power DC charging becomes available those chargers will be added to this list. Higher powered DC Fast chargers will be maintained in a separate list.
 
Chargers can be added to the list (new or discontinued) provided that a data sheet is available. Please submit requests to add equipment using the PowerClerk ticket system.
 

 

Additional Information


Learn more about enabling PV System battery addition element on Forms.
Learn more about program-wide PV System Element Options.

 

Capturing Different Inverter Variants Due to Power Control System and Other Inverter Limiting Technology

Power Control Systems are an emerging technology that enables inverters/ESS’s to limit current and loading on the busbars and conductors supplied by the power production sources, allowing for different power limiting operating modes and the ability to set a power export limit in some cases. The CEC maintains a PCS list and prior to 2023, it contained only a few dozen equipment listings. As of early 2023, this list has grown significantly. CPR recommends best practices on how to handle emerging technology within your programs, as described below. In addition, our team is actively working to enhance PowerClerk’s handling of new DER technology such as PCS to further streamline your interconnection and service request processes.
 

As a best practice, Clean Power Research recommends that program designers include an option within your application form for “equipment not listed or other” for the instances in which a specific piece of equipment cannot be selected or found. For the scenario where the inverter listing is included on the CEC PV inverter list, but the power output of the interconnecting system has an individual power export limit setpoint different than what is listed, we recommend a similar work-around.
 

  1. Utilize a checkbox asking if the listed inverter has PCS functionality
  2. If selected, conditionally reveal a drop-down menu displaying the CEC operating modes, can instruct applicants to select both available modes and the selected mode
    (Unrestricted, Export Only, Import Only, No Exchange)
  3. A 2nd checkbox asking if the PCS will be setting the inverter to a lower power setting than the listed equipment
  4. If selected, conditionally reveal a decimal field to populate the new power setting (reference screenshot below for an example)
Best Practices for PCS Equipment

Figure 4: Example of Best Practices for PCS Equipment

 

This is just one potential solution, PowerClerk’s flexibility allows program admins to quickly react to emerging technology with program design changes to capture the information your utility requires.
 

CPR is actively investigating new features and updates to support this emerging technology within PowerClerk. In the meantime, we would love to hear feedback from our utility customer program managers and engineers about how they want this information captured and how they envision using these details within their interconnection review process. If you are interested in offering insight or speaking with us further, please complete the form below. We look forward to continuing to adapt and collaborate in this exciting and rapidly changing clean energy transition.

 

Video Guides

Would a video guide help to better explain Data Fields? Contact us and let us know.

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.