PowerClerk Support Center

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
Bulk Communications via Data Import
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 Bulk Email Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define the Standard Web Adapter
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter 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
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
Azure AD Configuration (SAML)
Azure AD Configuration (OIDC)
Okta IDP Configuration (SAML)
SP Configuration
SSO for multiple programs
IDP Configuration Troubleshooting
FAQs
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
FormSense
Edit Forms - Tutorial #1
Calculated Fields
Build A Formula
Milestones
Edit Forms - Tutorial #2
Project Summary
Automation with Formulas in Action Rules
Setting up Roll-up Reports
Configuring Forms
Roles and User Administration
Formulas and Advanced Visibility Rules
Visualize Workflows
ArcGIS
API
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)
Join us for Reflow!
NEW: PowerClerk Certifications

PowerClerk Program Launch

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

Program Launch


Questions to ask yourself about your program launch:

When should the program launch?
Should the program allow self-registration?
How to receive support post-launch?

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
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:
     

    Program Support Contact Info

    Admin >> Program Info >> Program Support Contact Info

     
    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:
     

    User Import .csv

    Required header columns EmailAddress and Role to import multiple users to PowerClerk via .csv

     
     

    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.
     

     
     

    PowerClerk Program Launch