PowerClerk Program Launch

Submit the VersaForm at the bottom of this page to initiate the PowerClerk Program Launch procedure

Ready, set, launch….!

Are you exploring this Support Center page because you are ready to launch your PowerClerk sandbox program to the Production environment and begin accepting applications? If so, you have come to the right place! We are just as excited as you are and will work to ensure everything goes smoothly.
 
PLEASE NOTE: Once ready, please use the VersaForm at the bottom of this page to initiate your program launch.
 

What does launching your program involve?

The process to launch a PowerClerk program entails two steps:

Step 1) Submission of the program parameters as outlined below.
Step 2) The process performed by CPR to take a copy or ‘snapshot’ of your PowerClerk sandbox program configuration.

The program copy, along with the program parameters provided below, are then used to establish a new program within the secure PowerClerk production environment. The result is a program URL where end-users will access and administer the program going forward.
 
 

Required Information

General Program Launch Parameters

To create the production program, we will ask you within the Program Launch Questionnaire to provide information on the following launch parameters:
 

Agency Name: How your utility is referenced in PowerClerk (“Your Utility Name” e.g. “Clean Power Research”).

Agency Abbreviation: Used in PowerClerk where shortening the agency name is useful (e.g. “CPR”).

Logo: The official company logo to appear in the top left corner of PowerClerk (Format: transparent .png. Size limit: 300 px wide and 100 px tall).

Program name: Will display as “[Agency Name] – [Program Name]” (i.e. “Clean Power Research – FERC Applications”).

URL prefix:

• Will display as “[urlprefix].powerclerk.com” in production, e.g. “cprferc.powerclerk.com” – please note that percentage signs (%) or full stops (.) are disallowed.
• It is recommended that this URL be descriptive in the event future PowerClerk programs are needed (e.g. a residential interconnection program and a commercial interconnection program; e.g. “cprres.powerclerk.com” & “cprcom.powerclerk.com”). ). We advise against just using your agency abbreviation e.g. “cpr.powerclerk.com”.

Project number prefix: The prefix for the PowerClerk Project Number which should be 2-6 characters, and all capital letters e.g. “CPR” to appear for projects as “CPR-00011”.

Desired Launch Date: Please aim for a date and time within regular CPR business hours (Mo-Fr 9:00 AM to 5:00 PM Pacific Time).

 
 

PV System Element Options

The following settings are only relevant for programs using PowerClerk’s PV System Specifications form element:

(Optional) Reference array tilt in degrees: Used in the PV system design factor calculation (e.g. “34“).

(Optional) Reference zip code: Can be left blank to use system zip code for ideal system in design factor calculation (e.g. “12345“).

Display Estimated Production: yes/no.

Display Design Factor: yes/no.

Hide Shading Information: yes/no.

Display Inverter Rating: yes/no.

Time zone: Can be one of the following: “Pacific/Mountain/Central/Eastern/Hawaii/Alaska/Atlantic/Arizona“.

PV Derate %: Default value is 10.

Learn more about enabling PV System battery addition element on Forms.
Learn more about built-in DER form element; the PV System element.

 
 

Program Communication Settings

The following information will be gathered to denote Communication settings for your future production program:

Communication display name: Used in Communication Emails sent out of PowerClerk.

Communication reply-to email address: If supported by the applicants email provider, this setting pertains to the To: portion being automatically populated with the email address you wish to provide if the recipient clicks on their Respond/Reply button.

Communication reply-to display name: If supported by the applicants email provider, this is the name that would automatically populate along with the email address you wish to provide if the recipient clicks on their Respond/Reply button.

 
 

Program Support Contact Info

The Program Support Contact Info settings are configurable via Admin >> Program Info within PowerClerk and denote the information available to applicants via the “SUPPORT” button in the top-right corner of a PowerClerk program:
 

 
Please be prepared to provide:

Support Contact Email Address: e.g. where an applicant can send an email to for questions about your PowerClerk program.

Website: e.g. where an applicant can browse to for further information about your PowerClerk program.

Phone number (optional): e.g. which phone number to call in case an applicant requires assistance with your PowerClerk program.

 
 

Additional Settings

Allow Self-Registration: This setting will allow PowerClerk user accounts to self-register for your program in the respective role you denote eligible for self-registration (e.g. likely the Applicant role).

Lead Program Designer in the production program: This is the individual who will be granted the Edit Users Role privilege by PowerClerk’s Support Team to allow adding other administrative users to the production program.

This information can also be provided as a .csv file to import multiple users by following the required import file format as shown below:
 

 
 

A Word of Caution

Please note that any changes made in the sandbox after you initiate your program launch (starting from the time you submit the Program Launch Questionnaire up to day 5 of the 5-day launch process) will not be transferred to production. Hence it is advisable to either:

Complete all configuration work in the sandbox prior to requesting the production launch.

Stop making changes in the sandbox during the 5-day production launch procedure period and wait for CPR to give your team access to the production program. Then, make any needed configuration changes in the production instance.

 
 

Form to Initiate Program Launch

Ready for launch? Once you submit the following form, please pause configurations until the program launch has been completed.