Flux Energy is a single-page workspace. Every module lives behind the left sidebar—no page reloads, no separate URLs to bookmark.

Sidebar groups

• Home — Workflow Center, Operator Dashboard, Financial Overview.
• Turbine IQ™ — Fleet intelligence, BESS, trading desk, loss accounting.
• Contracts & Land — Contract creator, landowner agreements, PPAs, tracker.
• Site & Real-Time — Live SCADA telemetry, GIS map, wind resource, cold climate, data imputation.
• Performance & Programs — Wind performance analytics, predictive maintenance, fleet ISO economics, HSE, training, community.
• Asset Management — Equipment lifecycle, field dispatch, construction, decommissioning, document vault, contractor management.
• Settlements — Settlement processing, sandbox, adjustments & disputes.
• Finance — General ledger, treasury, ERP/banking, expenses, AR invoicing, investor portal, merchant risk, compliance automation.
• Energy Markets — Regional ISO markets, ISO dashboard, NYISO portal, grid dispatch, ETRM, substations.
• Compliance & IT — Audit, tax, OSHA, environmental, security analytics, grid compliance, integrations hub.
• HR & Safety — HR core, payroll, OSHA safety, field workforce, talent, rewards, LMS.
• Help Desk — This documentation center. Use the filter at the top to search across all articles.

Collapsing and pinning sidebar groups

Click a group label (e.g. "Finance") to collapse or expand that group. The sidebar state persists for the current session. On narrow screens the sidebar auto-collapses; click the hamburger icon to reopen it.

Breadcrumbs and Back button

The breadcrumb bar at the top of the content area shows your current location. The Back button returns to the previously viewed module—useful when following cross-links from settlement to contract or from turbine alert to field dispatch.

Press ⌘K (Mac) or CtrlK (Windows) from anywhere in the app to open the command palette.

• Type a module name to jump directly (e.g. "settlement", "NYISO", "document vault").
• Type a turbine ID or contract name to search records when the backend is connected.
• Press Enter on a result to navigate; press Esc to dismiss.
• Arrow keys move through results without using the mouse.

Help Desk filter

The filter field at the top of this page searches within Help Desk articles only. Use it to narrow to a topic (e.g. "ACH", "imputation", "LOTO") without leaving the Help Desk.

Use the theme toggle in the top header bar to switch between Light, Dark, and System modes. Dark mode reduces eye strain during night shifts and low-light field reviews.

Additional display preferences (locale, date format, default landing page) are available under Profile. Changes apply immediately and persist across sessions once saved.

Flux Energy uses RBAC (Role-Based Access Control). Your role determines which modules you can open, which actions you can perform (view, edit, approve, export), and which tenant data you can see.

Common roles

• Platform Admin — Full access to all modules, tenant settings, user management, and integrations.
• Finance Manager — GL, treasury, settlements, invoicing, investor portal, and payment approvals.
• Settlement Analyst — Settlement processing, adjustments, sandbox, and read access to contracts and production data.
• Operations Manager — Operator dashboard, Turbine IQ™, SCADA, field dispatch, asset management, and maintenance programs.
• Field Technician — Field dispatch, work orders, OSHA safety, and read access to asset and site data.
• Land Agent — Landowner contracts, parcel records, royalty context, and community engagement.
• Compliance Officer — Audit trail, tax & 1099, REC tracking, environmental, and read access to settlements and finance.
• Read Only — View dashboards and reports without creating or modifying records.

What to do if access is missing

1. Confirm the module is included in your role by checking with your Platform Admin.
2. Ask your admin to adjust your role in Platform Admin → User Management.
3. If you see a module grayed out in the sidebar, your role does not include it—do not attempt to access it via direct URL.

The settlement engine follows a deterministic seven-step pipeline. Each step must be complete before the next can be approved.

1. Production lock — Confirm meter data or SCADA production is final for the period. Use Data Imputation if gaps exist; approve or reject imputed values before locking.
2. Contract alignment — Verify the active Landowner Contract or PPA Contract covers the settlement period and royalty rate, escalators, and curtailment clauses are correct.
3. Revenue calculation — Settlement Processing computes gross revenue from production × energy price (PPA or spot) and applies any REC or capacity adders.
4. Deductions & escalators — CPI escalators, curtailment deductions, and contractual adjustments are applied column by column in the 14-column settlement grid.
5. Net royalty — The engine calculates net payment per landowner or LP. Review and approve line items in the Settlement Sandbox before promoting to live.
6. GL posting — Approved settlements generate journal entries in the General Ledger. Review the JE batch before posting to close the period.
7. Disbursement — Trigger ACH batch through ERP & Banking (Plaid) or Stripe Connect for royalty payouts. Track status in Treasury.

Adjustments and disputes

If a landowner or LP disputes a line item, open Adjustments & Disputes. Create a variance record, attach supporting evidence, and route for approval. Approved adjustments repost to GL in the current or next period.

Year-end tasks

Before filing deadlines, run the 1099-NEC compilation in Tax & Compliance. Confirm TIN/W-9 records are complete for all payees in Landowner Contracts and Vendor Contact Hub.

The operational picture is built from three complementary views:

• Turbine IQ™ Dashboard — Fleet-wide KPIs: availability, capacity factor, MTBF, MTTR, active alarms. Start here each morning.
• Real-Time SCADA — Live telemetry per turbine: power output, wind speed, nacelle direction, fault codes, and operational state updated by the second.
• GIS / Site Map — Geospatial view of the wind farm: turbine positions, parcel boundaries, substation connections, and road access. Useful when dispatching technicians.

Responding to an alarm

1. Identify the alarm in Real-Time SCADA or the Turbine IQ™ alarm panel.
2. Check Asset Health Monitor for context (trending condition score, recent work orders).
3. If a technician response is required, create a Work Order in Field Dispatch. Assign priority, crew, and parts from inventory.
4. If the turbine must be de-energized, issue a Permit to Work (PTW) and follow LOTO procedures in OSHA Safety.
5. Close the work order with technician sign-off once the fault is resolved. Time and labor post automatically to the asset's maintenance history.

Predictive Maintenance uses sensor thresholds, vibration RMS, and AI-assisted condition signals to surface turbines at risk before a failure occurs.

• Review the priority queue daily—turbines flagged "critical" or "warning" should be inspected or scheduled within the SLA window.
• Use the CBM rules engine in Field Ops Advanced to configure threshold triggers and auto-create work orders when limits are breached.
• Asset Health Monitor shows a unified health score per turbine, combining SCADA data, recent work orders, and OEM maintenance schedules.
• Link condition findings to Component Lifecycle when a major component (blade, gearbox, main bearing) is flagged for planned replacement.

The General Ledger is the accounting system of record. All settlement, payroll, and invoice workflows ultimately post journal entries here.

• Chart of Accounts — Manage account codes, classes (revenue, expense, asset, liability), and sub-ledger mappings.
• Journals — Create manual JEs for accruals, reclassifications, or corrections. Every entry requires a debit/credit balance and a posting date.
• Trial Balance — Run before period close to confirm all accounts net to zero at the ledger level.
• Revenue Recognition — For projects with ASC 606 or IFRS 15 obligations, configure recognition schedules that post automatically over the contract term.

Period close checklist

1. Lock the settlement period and confirm all royalty JEs are posted.
2. Post payroll journal entries from Payroll & Compensation.
3. Reconcile bank statements in Treasury against the GL cash accounts.
4. Run the Trial Balance and resolve any out-of-balance entries.
5. Export the period financials for board or investor reporting.

Flux Energy connects to bank accounts via Plaid for ACH payments and Stripe Connect for royalty disbursements.

• Link a bank account — Go to ERP & Banking → Bank Accounts and follow the Plaid OAuth flow. Requires Platform Admin or Finance Manager role.
• Initiate a batch payment — In Treasury, select approved payables and click Submit ACH Batch. Batch files are generated and transmitted on the next available banking day.
• Track payment status — Monitor ACH return codes and Stripe payout statuses in ERP & Banking → Payment History. Returned payments generate an alert and a task in Field Dispatch.
• FedNow instant payments — For supported counterparties, initiate real-time payments from Treasury → Real-Time Rail. Confirm the payee's bank supports RTP/FedNow before sending.

Most grids and tables in Flux Energy include an Export button (CSV or Excel). Some dashboards support PDF export for board-ready output.

• Grid export — Apply filters first, then click Export CSV or Export Excel. The export reflects only the rows currently visible in the filtered view.
• Settlement reports — In Settlement Processing, use the Download Package action on a locked period to get the full calculation workbook, including the 14-column breakdown and audit trail.
• Financial statements — Run Trial Balance, P&L, or Balance Sheet from General Ledger → Reports. Choose period and output format.
• Investor reports — The Investor / LP Portal generates quarterly statements with project financials, distributions, and tax documents for each investor.
• Audit trail export — Compliance Automation → Audit Trail supports filtered export by user, module, date range, and action type (SOX evidence packages).
• 1099-NEC compilation — Tax & Compliance → 1099 Compilation exports IRS-formatted files. Run a pre-flight check before downloading to catch missing TINs.

Scheduled reports

Contact your Platform Admin to configure automated report delivery via email. Scheduled reports run on calendar triggers and attach exports directly to the notification.

Your Flux Energy account is managed under Profile (personal preferences) and Account & Security (credentials, MFA, and session control).

Password and MFA

• Change your password at any time under Account & Security → Password. Use a unique password not shared with other services.
• Enable Multi-Factor Authentication (MFA) using an authenticator app (TOTP). MFA is mandatory for Finance Manager, Platform Admin, and Settlement Analyst roles.
• If MFA is lost or locked, contact your Platform Admin to reset your second factor—self-service recovery is disabled for high-privilege roles.

SSO and OAuth login

If your organization uses Google Workspace or another SSO provider, use the Sign in with Google button on the login screen. Do not create a separate password-based account—SSO and password accounts are separate identities.

Active sessions

Review and terminate active sessions under Account & Security → Sessions. If you see an unrecognized device or location, revoke it immediately and notify your Platform Admin.

Signing out

Click your avatar in the top-right header and select Sign out. On shared or public devices, always sign out explicitly—closing the tab does not end the session.

Keyboard shortcuts

• ⌘K / CtrlK — Open global search / command palette.
• Esc — Close any open modal, dropdown, or search palette.
• ↑ ↓ — Move through search results or list selections without the mouse.
• Enter — Confirm the highlighted result or focused action.

Power-user tips

• Hash navigation — Every module has a URL hash (e.g. #view=settlements). Bookmark a module URL to return directly without navigating the sidebar.
• Filter before exporting — Apply all grid filters before clicking Export so the output contains exactly the rows you need.
• Settlement Sandbox before live runs — Always test a new royalty calculation configuration in the Sandbox before running a live period. Sandbox runs are non-destructive and can be discarded.
• Collapse sidebar groups — If you work in only two or three modules, collapse the other sidebar groups to reduce visual noise.
• Dark mode for field reviews — Switch to dark mode before reviewing dashboards on a tablet in low-light field conditions.

The Workflow Center is the visual map of your landowner, settlement, field, and finance processes. Swim lanes group tiles by function (contracts, settlements, turbines, HR, and more). You do not have to complete steps in order; the layout is designed to show dependencies and handoffs between teams.

What you can do here

• Jump to a module — Click a tile to open the corresponding dashboard (for example Contract Management, Settlement Processing, or Document Vault).
• Open guided workflows — Some tiles open modals that walk through approvals, reviews, or batch actions.
• Understand the flow — Turn on Data Flow to animate how information moves between stages. This is useful for onboarding and audits.

Quick stats

The stat cards at the top summarize pending settlements, released amounts, active contracts, monitored turbines, and upcoming site visits. Use them as a health check before you drill into detail.

Best practice

Start each day from the Workflow Center to see which lanes are active, then jump to the module that needs attention. If you are new to a role, follow one lane left-to-right once to learn how your work connects to upstream and downstream teams.

The Operator Dashboard is the day-to-day operations cockpit for a project or site. It is tuned for production, availability, and settlement context—not deep accounting detail.

Before you begin

1. Select the Project / Site you are responsible for. If the list is empty, your administrator may need to assign projects or sync data.
2. Choose a period (last 7 / 30 / 90 days or year-to-date) that matches the question you are answering.

How to use the numbers

Review KPIs and charts for trends (production, outages, curtailment signals, and settlement-related rollups where shown). Compare periods to spot drift or anomalies. When something looks off, use Turbine IQ™ or Real-Time SCADA for turbine-level detail.

When to use something else

For official royalty runs, payment batches, and adjustments, use Settlement Processing and related finance tools. The Operator Dashboard is a frontline view, not the system of record for finalized payments.

The Financial Overview consolidates high-level financial KPIs and shortcuts into revenue, RECs, insurance, PPA settlements, and related areas. It is designed for executives and finance leads who need a single pane before drilling into the General Ledger or investor tools.

How to read the screen

Scan the summary cards for totals and period comparisons. Use the View or link actions on each card to jump to the module that owns that metric (for example REC Tracking, Insurance, or PPA Contracts).

Cross-checking

When you need to reconcile a number, open the linked module and compare the same period. If definitions differ (cash vs accrual, gross vs net), refer to your organization’s chart of accounts and policy in General Ledger or Compliance Automation.

Turbine IQ™ is the fleet intelligence hub for turbines, hybrid storage, and commercial outcomes. It is organized into tabs so operators, traders, and analysts can stay in one place without losing context.

Dashboard

Use the main Dashboard tab for fleet-wide KPIs, status summaries, and quick navigation into problem assets. Start here for morning briefings and executive snapshots.

Fleet Intelligence

Fleet Intelligence focuses on analytics, condition signals, and monitoring-style drill-downs. Use it when you are tracing underperformance, comparing sites, or correlating SCADA-derived metrics with business outcomes.

BESS Management

The BESS tab covers battery energy storage: state of charge, cycling, constraints, and co-located wind-plus-storage behavior. Coordinate with Grid Dispatch and ETRM when storage participates in markets or dispatch programs.

Trading Desk

The Trading Desk tab surfaces energy trading and commercial position context tied to your fleet. Pair it with ETRM and Energy Markets dashboards for full trade lifecycle and ISO detail.

Loss Accounting

Loss Accounting is for categorizing and reconciling production losses—curtailment, outages, resource, and forced loss—so settlement and finance can explain variances.

Open Turbine IQ™ from the sidebar, then use the tab bar at the top of the Turbine IQ area. The sidebar remembers which Turbine IQ sub-tab is active when you navigate away and return.

Direct links (useful in training and runbooks)

You can jump straight to a tab from Help Desk or bookmarks:

• Dashboard — default fleet overview.
• Fleet Intelligence — analytics and monitoring drill-downs.
• BESS Management — storage operations.
• Trading Desk — commercial / trading views.
• Loss Accounting — loss categories and reconciliation.

Tip

If a tab looks empty, confirm your tenant has asset data loaded and that your user role includes Turbine IQ. Some charts require API connectivity to SCADA or market feeds.

Real-Time SCADA shows live turbine and site telemetry. The interactive map initializes when you open the view—give it a moment on first load. Use this screen when you need situational awareness during events, commissioning, or curtailment.

How to work effectively

• Pan and zoom the map to correlate geographic layout with alarm or power patterns.
• Cross-reference anomalies with Curtailment Events and Grid Dispatch when dispatch or constraints are in play.
• When telemetry conflicts with billing meters, escalate to Data Imputation or settlement analysts before changing settlement inputs.

Wind Resource supports resource assessment, long-term yield thinking, and loss-driver analysis—useful for explaining year-over-year deltas to investors and offtakers.

GIS / Site Map places turbines, substations, parcels, and easements in geographic context. Use it when you are validating land boundaries, routing field crews, or explaining site layout to stakeholders.

Land Agent supports land workflows—negotiations, obligations, and landowner touchpoints—complementary to structured records in Landowner Contracts.

Cold Climate focuses on icing, low-temperature limits, and seasonal operational constraints. Pair with Fleet Intelligence and loss accounting when winter losses dominate.

Data Imputation

Data Imputation helps fill gaps in metered or SCADA-derived series when sensors fail or data is delayed. It is a governance-sensitive area: document assumptions, prefer transparent methods, and align with what Finance and regulators accept for your settlement period.

This group sits between Site & real-time (live telemetry and geography) and Asset Management (equipment lifecycle and field execution). Use it for fleet performance analysis, reliability signals, cross-ISO context, safety and training compliance, and community programs.

• Wind Performance — production and availability versus resource and expectation.
• Predictive Maintenance — condition signals and prioritized work.
• Fleet ISO performance — fleet-level ISO economics and trading-style views; pair with Regional ISO markets (Energy Markets) for geography and interconnect context.
• HSE & Safety — incidents, permits, and safety programs.
• Training & Competency — qualifications and learning records.
• Community Engagement — stakeholder communication and programs.

Flux Energy splits safety along two common operating models—both are first-class, just different record systems.

• HSE & Safety (sidebar: Performance & programs) — site and process safety: incidents, permits, programs, and operational HSE aligned with how you run the plant.
• OSHA Safety & Training (sidebar: HR & Safety) — people records: training compliance, workforce incidents, certifications, and HR-owned safety workflows.

If you are unsure where to log something, start with the closest team: operations teams often begin in HSE; people leaders and HRBPs often begin in OSHA & Training.

Asset Management maintains the authoritative equipment register—turbines, major components, warranties, and lifecycle events. Keep serial numbers, models, and service history aligned with what SCADA and settlement expect.

Field Dispatch routes inspections, corrective work, and preventive maintenance. Create or assign work orders, track status, and close the loop so production and safety incidents are documented.

Field Ops Advanced adds deeper operational telemetry and workflows for teams that run large or complex fleets—use it when standard dispatch views are not enough.

Construction & development

Use Construction & Dev during build and commissioning: milestones, punch lists, and handover to operations. Transition records cleanly into Asset Management when turbines go commercial.

Decommissioning

Decommissioning covers end-of-life planning, salvage, environmental obligations, and land restoration. Financial provisions often tie back to Insurance & Risk and investor reporting.

The Document Vault is your controlled repository for contracts, warranties, inspection PDFs, and regulatory evidence. Use import tools where available and apply consistent naming so search and audits succeed.

The Asset Health Monitor aggregates condition indicators across systems—vibration, temperatures, fault codes—into a unified health picture. Use it to prioritize capital and O&M spend.

Contractor Management tracks vendors performing work on site: qualifications, insurance, inductions, and performance. Coordinate with Workforce Management for your own employees versus contractors.

Contract Creator is where you create, version, and import agreements that drive settlements—landowner leases, O&M references, community host agreements, and related commercial terms. Getting this right upstream prevents payment disputes downstream.

Typical workflow

1. Create or import a contract record with effective dates, parties, and governing terms.
2. Link turbines, meters, or project entities so production can be allocated correctly.
3. Align settlement rules (escalators, floors, true-ups) with what Finance expects in Settlement Processing.
4. Route the contract through review/activation steps your organization defines (often mirrored in Workflow Center tiles).

Data quality

Keep contract IDs and version history consistent with the Document Vault so auditors can match the legal PDF to the structured record. When terms change, update the active version before the next settlement run.

These two areas solve different commercial problems; both can affect revenue recognition and cash.

Landowner Contracts

Use Landowner Contracts for royalty participation, easements, and landowner payment terms. You will work with parcels, tract overlap, and turbine assignments. This ties directly to royalty settlement lines and 1099 reporting in Tax & 1099.

PPA Contracts

Use PPA Contracts for power purchase agreements—pricing mechanics, curtailment treatment, counterparty billing, and delivery points. Finance often reconciles PPAs against ISO settlements and AR Invoicing.

Coordination

When a project has both landowners and a PPA, ensure turbine-level allocation rules are documented so Settlement and GL postings do not double-count or miss a share.

Settlement Processing is the core engine for royalty calculations, review, approval chains, and payment batches. Typical cycles include data lock, calculation, exception review, management sign-off, and release to Treasury or AP.

End-to-end steps

1. Confirm production and loss data for the period (SCADA, meters, imputations).
2. Validate active contracts and rates in Contract Creator / landowner tools. Track ongoing obligations in Contract Tracker.
3. Run or refresh the settlement calculation; resolve exceptions and allocation conflicts.
4. Complete approvals per your policy, then generate payments or export to your ERP.

Settlement Sandbox

Use Settlement Sandbox to model what-if scenarios—new rates, turbine additions, or loss reallocations—without touching production ledgers. Sandbox behavior depends on environment configuration; watch for the sandbox banner when it is active.

Adjustments & Disputes

Adjustments & Disputes is where you record corrections, landowner disagreements, and true-ups after a period closes. Always attach rationale and references so Audit Trail and external auditors can reconstruct decisions.

General Ledger is the accounting backbone: chart of accounts, journals, period close, and revenue recognition sub-ledgers where configured. Settlement outputs should map cleanly to GL accounts your controllers expect.

Treasury manages cash, liquidity, and often payment execution or bank file preparation. Pair with ERP & Banking for bank accounts, reconciliations, and ERP sync.

Expenses & Procurement covers purchase orders, receipts, expense reports, and approval hierarchies—critical for CapEx vs OpEx treatment on turbine work.

The Vendor Contact Hub centralizes vendor master data (contacts, payment preferences, insurance). Keep it aligned with who appears on settlement and AP exports.

The Investor / LP Portal gives limited partners or co-investors a read-only view of distributions, KPIs, and documents you choose to expose. Investor Management is the internal tool for cap tables, commitments, waterfalls, and governance.

AR Invoicing handles customer-facing invoices for energy sales and related charges—often tied to PPA billing logic.

Merchant Risk tracks counterparty credit, collateral, and exposure where you sell power or hedge.

Compliance Automation applies policy rules—segregation of duties, approval thresholds, and regulatory checks—across financial workflows.

Energy Markets connects your physical wind fleet to wholesale markets, scheduling, and commercial trading. Use these modules when revenue depends on ISO schedules, LMP, capacity, or hedges—not only on PPA minima.

Multi-ISO and ISO dashboards

Regional ISO markets (Energy Markets) compares connected ISOs and regional context when you operate across geographies. Fleet ISO performance (Performance & programs) emphasizes fleet economics and trading-style workflows. The ISO Dashboard (branded for your deployment) focuses on a single market’s prices, constraints, and operational signals.

NYISO Portal

The NYISO Portal view aggregates links and context for New York ISO participants—useful for compliance and market-facing staff who live in market portals daily.

Grid Dispatch

Grid Dispatch is where operators record or consume dispatch instructions, align with real-time SCADA, and document compliance with ISO or utility directives.

ETRM

ETRM supports trade capture, positions, and deal economics. Align deal terms with Turbine IQ™ Trading Desk and finance for mark-to-market and settlement.

Substations & grid

Substations & Grid documents T&D assets, interconnection points, and constraints that affect deliverability.

Curtailment

Curtailment Events logs when and why output was limited—economic, system-wide, or local. Tie these records to Loss Accounting and landowner settlements when contracts allocate curtailment risk.

Tax & 1099 supports withholding, reporting, and year-end statements for royalty participants and vendors. Align payee records with Landowner Contracts and Treasury before filing deadlines.

The Audit Trail captures user and system actions for investigations and SOX-style controls. Treat it as non-negotiable evidence when regulators or investors ask “who changed what, when.”

GHG & Carbon and Environmental track emissions factors, mitigation programs, and environmental compliance obligations—often required for offtakers and ESG reporting.

REC Tracking follows renewable energy certificates from creation through retirement so you do not double-count environmental attributes.

Insurance & Risk stores policies, deductibles, claims, and risk registers. Link major equipment events from Field Dispatch or weather losses to claims workflows.

Workforce Management is the enterprise HR surface: employee records, organizational structure, roles, time and attendance, crew scheduling, and workforce analytics. It also hosts role-based access (RBAC) administration for who can approve settlements, payments, or exports.

Tabs you will use most

• Employees & org — directory, departments, onboarding.
• Time & attendance — timesheets, overtime, approvals.
• Crew scheduling — shifts and on-call rotations for field teams.
• OSHA Safety — training records, certifications (GWO, electrical, climb), incidents, JSAs, and audit evidence.
• Field Operations — tie-ins to site work and safety workflows.

OSHA and safety programs

Open the OSHA Safety tab when you need to prove compliance: upload or record training expirations, log incidents with root cause, and maintain corrective actions. This complements Contractor Management for third-party crews.

Governance

Restrict sensitive HR exports to authorized roles. Use the HR audit trail tab when available to review access and employment events.

Security Analytics summarizes login patterns, risky events, and policy violations for IT and security teams. Use it alongside your SIEM for investigations.

OT Security focuses on operational technology—SCADA networks, remote access, and industrial controls—complementing IT security with plant-floor context.

Account & Security is where users manage passwords, MFA, sessions, and device trust according to your tenant policy.

Profile holds personal preferences (display name, locale, theme) separate from admin-managed entitlements.

Backend Integration documents base URLs, API keys or OAuth settings, webhooks, and environment toggles (production vs sandbox). Application owners use this when wiring data pipelines.

The Integrations Hub lists connectors—SCADA historians, ISO data feeds, ERP, identity (Okta/Microsoft), and document stores. Follow the principle of least privilege: grant only the scopes each integration needs.

Operational checklist

1. Verify authentication (service accounts vs user-delegated) before promoting to production.
2. Test in sandbox or staging when available; confirm rate limits and retry behavior.
3. Document owner and on-call for each integration in your internal runbook.

Flux Energy is a single-page workspace. Every module lives behind the left sidebar—no page reloads, no separate URLs to bookmark.

Sidebar groups

• Home — Workflow Center, Operator Dashboard, Financial Overview.
• Turbine IQ™ — Fleet intelligence, BESS, trading desk, loss accounting.
• Contracts & Land — Contract creator, landowner agreements, PPAs, tracker.
• Site & Real-Time — Live SCADA telemetry, GIS map, wind resource, cold climate, data imputation.
• Performance & Programs — Wind performance analytics, predictive maintenance, fleet ISO economics, HSE, training, community.
• Asset Management — Equipment lifecycle, field dispatch, construction, decommissioning, document vault, contractor management.
• Settlements — Settlement processing, sandbox, adjustments & disputes.
• Finance — General ledger, treasury, ERP/banking, expenses, AR invoicing, investor portal, merchant risk, compliance automation.
• Energy Markets — Regional ISO markets, ISO dashboard, NYISO portal, grid dispatch, ETRM, substations.
• Compliance & IT — Audit, tax, OSHA, environmental, security analytics, grid compliance, integrations hub.
• HR & Safety — HR core, payroll, OSHA safety, field workforce, talent, rewards, LMS.
• Help Desk — This documentation center. Use the filter at the top to search across all articles.

Collapsing and pinning sidebar groups

Click a group label (e.g. "Finance") to collapse or expand that group. The sidebar state persists for the current session. On narrow screens the sidebar auto-collapses; click the hamburger icon to reopen it.

Breadcrumbs and Back button

The breadcrumb bar at the top of the content area shows your current location. The Back button returns to the previously viewed module—useful when following cross-links from settlement to contract or from turbine alert to field dispatch.

Press ⌘K (Mac) or CtrlK (Windows) from anywhere in the app to open the command palette.

• Type a module name to jump directly (e.g. "settlement", "NYISO", "document vault").
• Type a turbine ID or contract name to search records when the backend is connected.
• Press Enter on a result to navigate; press Esc to dismiss.
• Arrow keys move through results without using the mouse.

Help Desk filter

The filter field at the top of this page searches within Help Desk articles only. Use it to narrow to a topic (e.g. "ACH", "imputation", "LOTO") without leaving the Help Desk.

Use the theme toggle in the top header bar to switch between Light, Dark, and System modes. Dark mode reduces eye strain during night shifts and low-light field reviews.

Additional display preferences (locale, date format, default landing page) are available under Profile. Changes apply immediately and persist across sessions once saved.

Flux Energy uses RBAC (Role-Based Access Control). Your role determines which modules you can open, which actions you can perform (view, edit, approve, export), and which tenant data you can see.

Common roles

• Platform Admin — Full access to all modules, tenant settings, user management, and integrations.
• Finance Manager — GL, treasury, settlements, invoicing, investor portal, and payment approvals.
• Settlement Analyst — Settlement processing, adjustments, sandbox, and read access to contracts and production data.
• Operations Manager — Operator dashboard, Turbine IQ™, SCADA, field dispatch, asset management, and maintenance programs.
• Field Technician — Field dispatch, work orders, OSHA safety, and read access to asset and site data.
• Land Agent — Landowner contracts, parcel records, royalty context, and community engagement.
• Compliance Officer — Audit trail, tax & 1099, REC tracking, environmental, and read access to settlements and finance.
• Read Only — View dashboards and reports without creating or modifying records.

What to do if access is missing

1. Confirm the module is included in your role by checking with your Platform Admin.
2. Ask your admin to adjust your role in Platform Admin → User Management.
3. If you see a module grayed out in the sidebar, your role does not include it—do not attempt to access it via direct URL.

The settlement engine follows a deterministic seven-step pipeline. Each step must be complete before the next can be approved.

1. Production lock — Confirm meter data or SCADA production is final for the period. Use Data Imputation if gaps exist; approve or reject imputed values before locking.
2. Contract alignment — Verify the active Landowner Contract or PPA Contract covers the settlement period and royalty rate, escalators, and curtailment clauses are correct.
3. Revenue calculation — Settlement Processing computes gross revenue from production × energy price (PPA or spot) and applies any REC or capacity adders.
4. Deductions & escalators — CPI escalators, curtailment deductions, and contractual adjustments are applied column by column in the 14-column settlement grid.
5. Net royalty — The engine calculates net payment per landowner or LP. Review and approve line items in the Settlement Sandbox before promoting to live.
6. GL posting — Approved settlements generate journal entries in the General Ledger. Review the JE batch before posting to close the period.
7. Disbursement — Trigger ACH batch through ERP & Banking (Plaid) or Stripe Connect for royalty payouts. Track status in Treasury.

Adjustments and disputes

If a landowner or LP disputes a line item, open Adjustments & Disputes. Create a variance record, attach supporting evidence, and route for approval. Approved adjustments repost to GL in the current or next period.

Year-end tasks

Before filing deadlines, run the 1099-NEC compilation in Tax & Compliance. Confirm TIN/W-9 records are complete for all payees in Landowner Contracts and Vendor Contact Hub.

The operational picture is built from three complementary views:

• Turbine IQ™ Dashboard — Fleet-wide KPIs: availability, capacity factor, MTBF, MTTR, active alarms. Start here each morning.
• Real-Time SCADA — Live telemetry per turbine: power output, wind speed, nacelle direction, fault codes, and operational state updated by the second.
• GIS / Site Map — Geospatial view of the wind farm: turbine positions, parcel boundaries, substation connections, and road access. Useful when dispatching technicians.

Responding to an alarm

1. Identify the alarm in Real-Time SCADA or the Turbine IQ™ alarm panel.
2. Check Asset Health Monitor for context (trending condition score, recent work orders).
3. If a technician response is required, create a Work Order in Field Dispatch. Assign priority, crew, and parts from inventory.
4. If the turbine must be de-energized, issue a Permit to Work (PTW) and follow LOTO procedures in OSHA Safety.
5. Close the work order with technician sign-off once the fault is resolved. Time and labor post automatically to the asset's maintenance history.

Predictive Maintenance uses sensor thresholds, vibration RMS, and AI-assisted condition signals to surface turbines at risk before a failure occurs.

• Review the priority queue daily—turbines flagged "critical" or "warning" should be inspected or scheduled within the SLA window.
• Use the CBM rules engine in Field Ops Advanced to configure threshold triggers and auto-create work orders when limits are breached.
• Asset Health Monitor shows a unified health score per turbine, combining SCADA data, recent work orders, and OEM maintenance schedules.
• Link condition findings to Component Lifecycle when a major component (blade, gearbox, main bearing) is flagged for planned replacement.

The General Ledger is the accounting system of record. All settlement, payroll, and invoice workflows ultimately post journal entries here.

• Chart of Accounts — Manage account codes, classes (revenue, expense, asset, liability), and sub-ledger mappings.
• Journals — Create manual JEs for accruals, reclassifications, or corrections. Every entry requires a debit/credit balance and a posting date.
• Trial Balance — Run before period close to confirm all accounts net to zero at the ledger level.
• Revenue Recognition — For projects with ASC 606 or IFRS 15 obligations, configure recognition schedules that post automatically over the contract term.

Period close checklist

1. Lock the settlement period and confirm all royalty JEs are posted.
2. Post payroll journal entries from Payroll & Compensation.
3. Reconcile bank statements in Treasury against the GL cash accounts.
4. Run the Trial Balance and resolve any out-of-balance entries.
5. Export the period financials for board or investor reporting.

Flux Energy connects to bank accounts via Plaid for ACH payments and Stripe Connect for royalty disbursements.

• Link a bank account — Go to ERP & Banking → Bank Accounts and follow the Plaid OAuth flow. Requires Platform Admin or Finance Manager role.
• Initiate a batch payment — In Treasury, select approved payables and click Submit ACH Batch. Batch files are generated and transmitted on the next available banking day.
• Track payment status — Monitor ACH return codes and Stripe payout statuses in ERP & Banking → Payment History. Returned payments generate an alert and a task in Field Dispatch.
• FedNow instant payments — For supported counterparties, initiate real-time payments from Treasury → Real-Time Rail. Confirm the payee's bank supports RTP/FedNow before sending.

Most grids and tables in Flux Energy include an Export button (CSV or Excel). Some dashboards support PDF export for board-ready output.

• Grid export — Apply filters first, then click Export CSV or Export Excel. The export reflects only the rows currently visible in the filtered view.
• Settlement reports — In Settlement Processing, use the Download Package action on a locked period to get the full calculation workbook, including the 14-column breakdown and audit trail.
• Financial statements — Run Trial Balance, P&L, or Balance Sheet from General Ledger → Reports. Choose period and output format.
• Investor reports — The Investor / LP Portal generates quarterly statements with project financials, distributions, and tax documents for each investor.
• Audit trail export — Compliance Automation → Audit Trail supports filtered export by user, module, date range, and action type (SOX evidence packages).
• 1099-NEC compilation — Tax & Compliance → 1099 Compilation exports IRS-formatted files. Run a pre-flight check before downloading to catch missing TINs.

Scheduled reports

Contact your Platform Admin to configure automated report delivery via email. Scheduled reports run on calendar triggers and attach exports directly to the notification.

Your Flux Energy account is managed under Profile (personal preferences) and Account & Security (credentials, MFA, and session control).

Password and MFA

• Change your password at any time under Account & Security → Password. Use a unique password not shared with other services.
• Enable Multi-Factor Authentication (MFA) using an authenticator app (TOTP). MFA is mandatory for Finance Manager, Platform Admin, and Settlement Analyst roles.
• If MFA is lost or locked, contact your Platform Admin to reset your second factor—self-service recovery is disabled for high-privilege roles.

SSO and OAuth login

If your organization uses an SSO provider (e.g. Okta), use the SSO login option on the login screen. Do not create a separate password-based account—SSO and password accounts are separate identities.

Active sessions

Review and terminate active sessions under Account & Security → Sessions. If you see an unrecognized device or location, revoke it immediately and notify your Platform Admin.

Signing out

Click your avatar in the top-right header and select Sign out. On shared or public devices, always sign out explicitly—closing the tab does not end the session.

Keyboard shortcuts

• ⌘K / CtrlK — Open global search / command palette.
• Esc — Close any open modal, dropdown, or search palette.
• ↑ ↓ — Move through search results or list selections without the mouse.
• Enter — Confirm the highlighted result or focused action.

Power-user tips

• Hash navigation — Every module has a URL hash (e.g. #view=settlements). Bookmark a module URL to return directly without navigating the sidebar.
• Filter before exporting — Apply all grid filters before clicking Export so the output contains exactly the rows you need.
• Settlement Sandbox before live runs — Always test a new royalty calculation configuration in the Sandbox before running a live period. Sandbox runs are non-destructive and can be discarded.
• Collapse sidebar groups — If you work in only two or three modules, collapse the other sidebar groups to reduce visual noise.
• Dark mode for field reviews — Switch to dark mode before reviewing dashboards on a tablet in low-light field conditions.