Themes

Overview

Themes in PowerClerk enable organizations to configure their program interface in alignment with their brand identity, enhancing visual consistency, and improving the user experience. Program Designers can apply theme colors, fonts, and stylistic elements based on the organization’s style guide, ensuring that the design remains cohesive across multiple programs.
 
Program Designers can preview theme settings within PowerClerk, allowing real-time evaluation of changes before they are finalized. Once a Theme has been submitted to the PowerClerk Support Team and has passed an accessibility review, it can be applied universally across all relevant programs within an agency.
 

How Themes are Stored in PowerClerk

A Theme is created in a program by a user. This Theme will be available across an entire agency* or is only available to the creator of the Theme within the program depending on the status of the Theme.
 
*Note: Each PowerClerk Program is overseen by the Agency it belongs to; in some cases, an agency may manage multiple programs.
 
Example: See the figure below- The Agency is “Clean Power Research” and the Program is “Template Interconnection (2024)”.

Figure 1: Agency and Program Example

• Approved: A theme can be Viewed and/or Copied by various users within the same Agency. This Theme is now shared across the Agency.
• Draft: A Theme can be Viewed and/or Edited by the user who created the Theme. This will be in the specific program the user created the Theme in. This is NOT shared Agency-wide.
• Pending: After a Theme is submitted for approval, a Theme can be Viewed and/or Copied by various users within the same Agency. This Theme is now shared across the Agency.
  • Example: A user can create “Theme X”, submit “Theme X” for approval from the PowerClerk Support Team, and in the meantime “Theme X” is now automatically shared between all programs in the Agency. Various Users in this Agency can now View and/or Copy “Theme X”.
• Rejected: A Theme goes back to only being able to be Viewed/Edited by the user who created the Theme. This is no longer being shared Agency-wide.

Figure 2: Theme Statuses

Creating a Theme

1. Navigate to Program Design > Themes.
   Note: Currently, the Themes feature is available for Enterprise licenses. Please contact your Account Executive with further questions.
    Note: A Program Administrator needs to enable a Role to be able to Edit Themes.
2. Select the New Theme button.
   

   Figure 3: Creating a new Theme

    

3. Name your Theme.
   Note: Multiple Themes can have the exact same name, PowerClerk does not do a uniqueness check.
4. Modify branding elements such as colors, fonts, and styling according to organizational guidelines.
   • Main Colors:
   • Primary brand color – The primary brand color defines the look and feel of the site and stands out to users. Examples include the navigation bar, primary buttons, and table hover background colors.
   • Neutral – The neutral color is an accent that complements the primary brand color, helps it stand out, and provides emphasis and depth to users. Examples of this include secondary buttons, loading message box, and text input button background colors.
   • Secondary neutral colors – The secondary neutral color helps provide balance and versatility to the design, supporting both the brand and neutral colors. Examples include input element border, input element read-only background, and table accent color.
   • Alert Colors
   • Informational, warning, and alert colors – Configurable to distinguish critical notifications.
   • Typography
   • Font selection – Supports Google Fonts, enabling organizations to maintain consistency with brand typography.
   • Font size customization – Allows organizations to fine-tune font size.
   • Appearance
   • Corner styling – Options for rounded or square corners to align with design preferences.
     

     Figure 4: Options for Styling Themes
5. Preview
   Use the preview function to assess a Theme’s appearance within the program. Select the “Preview Theme Sitewide” button below the Appearance section (see figure below) and click Save to allow the page to refresh to apply the preview.
   

   Figure 5a: Preview Theme Sitewide
   

   Figure 5b: Save Theme Preview

 
Quick Preview
A Quick Preview is also available in the Edit page. Use the Text input to visualize new font changes, check and uncheck the checkbox, toggle the checkbox switch, select the radio button group, and use the dropdown Items to understand how the Theme affects the PowerClerk program.
 


Figure 6a: Quick Preview

Figure 6b: Preview Alert Colors

 
Note: This section has sample components for previewing the selected Theme choices. When a Theme is submitted for review, PowerClerk reviewers will test Theme settings accessibility against WCAG 2.0 AA criteria. For more information, see the guidelines at WCAG 2.0 AA.
 

6. Click Save at the bottom of the page.
7. Steps to Submit a Theme for Approval.
• Before the Theme is “Submitted for Approval”: Edit, Copy, and Delete. The Status of the Theme will be labeled “Draft”. Note: Changes cannot be made to the Theme after submitting approval.
• Edit: Before submitting for approval, final changes can be made by selecting the “Edit” option. Make sure to “Save” the page again after edits are finalized.
• Copy: Make a copy of the Theme if you would like to make edits before or after submitting for approval. This allows changes to be made to an exact copy of the current theme being submitted for approval. PowerClerk will automatically name the copy “Copy of” with the Theme name.

Figure 7a: Theme Copy
• Delete: To delete the Theme, select the “Delete” option. This cannot be undone.

Figure 7b: Delete Theme
• Submit the Theme for Approval to PowerClerk Support
  • Submit for Approval: Select the “Submit for Approval” button.

   

  

  Figure 8a: Approved Theme can be Applied to Program

   

  

  Figure 8b: Confirm Approved Theme can be Applied to Program
• After the Theme is “Submitted for Approval”: View, Copy, and Unsubmit
  After submitting for approval, the options to View, Copy, or Unsubmit the Theme are available.
   
  

  Figure 9: Theme Status
  • View: This page displays the Theme settings configured.
  • Copy: Make a copy of the Theme if you would like to make edits before or after submitting for approval. This allows changes to be made to an exact copy of the current theme being submitted for approval.
  • Unsubmit: If you have changed your mind and no longer require approval, select “Unsubmit”.
    Note: The Delete option will be available again after Unsubmitting a Theme.
• Apply to Program.
  Once the PowerClerk Support team approves the Theme, select the “Apply to Program” option for the Theme to apply to the PowerClerk environment.
   
  

  Figure 10a: Approved Theme can be Applied to Program

   

  

  Figure 10b: Confirm Approved Theme can be Applied to Program

Revoke Approval
If an approved Theme needs to be removed from ALL programs at once, select the “Revoke Approved Theme” option. Confirm by typing in “Revoke approved theme”.
 


Figure 11a: Revoke Approval

 


Figure 11b: Confirm Revoke Approved Theme

 
After applying the Theme to the program, the Theme colors, fonts, and stylistic elements will now appear in the PowerClerk program. An “In Use” notice appears next to the Theme’s name as well as the programs this Theme is being applied to.
 


Figure 12: In Use Theme

 
To restore the Theme to the original PowerClerk Theme, select the option “Restore Default PowerClerk Theme”.
 


Figure 13a: Restore Default PowerClerk Theme

 
PowerClerk will ask the user to confirm the theme reset.
 


Figure 13b: Restore Default PowerClerk Theme

 

PowerClerk Theme Example

PowerClerk Default Theme:

Figure 14a: PowerClerk Default Theme

 
Example Theme “Figment Light & Power Theme”:
 
Note: The PowerClerk logo in the upper-right will always be the PowerClerk color regardless of the Theme.
 

Figure 14b: Example Theme

Video Guides

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A full list of all Video Guides can also be found here.

FAQs

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