This checklist is intended to assist Reviewers with navigating potential areas of review in the Report module (Digital Financial Report documents, Digital Budget Book documents, CIP [Capital Improvement Plan] documents, and Custom documents.)
Before You Begin...
Know Your Assignment
Be sure to work with the owners of the Report document(s) to understand what needs to be reviewed and what is expected of you in regards to providing feedback.
Login to ClearGov
You should have received an email when you were added as a Reviewer and assigned document pages. From that email, you can log-in to ClearGov.
Note: For all document types, users assigned to pages within a document will have immediate access to those pages. Therefore, you may not necessarily receive an invitation email from the document's Editor. However, ClearGov will systematically send one summary email at the end of the day notifying you what pages you have been assigned to and with what role.
Navigate through the Report module
We recommend you take some time to familiarize yourself with the new system. Here are a couple of resources to help you:
-
Under the Report heading in the left navigation menu, select the type of document to which you will be contributing:
- Digital Financial Reports
- Digital Budget Books
- CIP Documents
- Custom Documents
- Then, select the name of the document you've been asked to review.
Reviewable Areas in Documents
Assigned Pages
Select the Page(s) you have been assigned to contribute to from the left-hand page structure menu. You can scroll through the page to review the content. Utilize the collaboration tools to leave comments and notes.
Note: If the document Editor hasn’t given you access to edit a page, you will see the message “Permission needed to view this page. It looks like you don't have permission to view this page. If you need access, contact editor(s) below” when selecting that page.
As you hover your cursor over pages you have permission to edit, content blocks you can edit will display a thin border. Selecting these content blocks will open a robust text editor. Select Options in the upper right corner of a content block to hide it, re-order it on the page, and more.
Your work is automatically saved and can be seen by the person who requested your input.
Leave Feedback in Documents
It’s easy to collaborate with your teammates, enhance productivity, and streamline document management using the collaboration tools that are found in all document types.
Resources:
- Document Building - Collaboration Tools - The Collaboration Bar
- Document Building - Collaboration Tools - Add an In-Text Comment
- Document Building - Collaboration Tools - Block Status Updates
Pro-Tips:
- Comments can be edited or deleted by selecting the three Action dots.
- Extra commentary can be added by entering a comment in the Reply box under the original comment.
- Select the green checkmark to mark the comment as resolved.
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Report.
Have more questions or need assistance?
Submit a Request