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

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

 
 

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.
 

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.