Before we begin... 

⬜  Complete Training 

• Go through the ClearGov Academy course on Transparency for Administrators
  • ClearGov Academy Learning Journey: Getting Started with Transparency
    Note: Use your ClearGov login to access ClearGov Academy.

⬜ Gather Relevant Materials

• Collect all relevant materials in preparation including any past financial data.
• Send your financial data to ClearGov to upload into our system. 

5 Steps to Setting Up your Transparency Center

Transparency is a ClearGov module designed to increase fiscal transparency and make it easy for your constituents to download and view your financial data, receive updates on capital projects, view department-specific dashboards, and more!

⬜  Step 1: Locate your Transparency Center 

1. Select the drop-down menu underneath your name in the upper right corner of the ClearGov homepage. 
2. Select the first option called “View (your organization name) Page” 

⬜  Step 2: Customize the Web Page 

If you are signed in as an Admin user in ClearGov, you will be able to make changes to your organization's Transparency Page when viewing it.

1. Rearrange and hide any panels. An eye icon will be visible to hide panels on the page. If you do not see the eye icon, be sure that you are signed into your ClearGov account as an Administrator.
   • Resource: Reordering and Hiding Panels 
2. Navigate to the Banner settings to add a Banner and Seal/Logo to your site. 
   • Resource: Transparency Center Banner
3. Add Custom Panels to add more context and information to your Transparency Site. 
   • Resource: Add Custom Content Panels 
4. Add the name of the Official for your organization. For example, the Mayor.
   • Resource: Add an Official to Transparency 

⬜  Step 3: Manage the Data that Displays on your Transparency Page 

Manage the Financial Data that displays on your public Transparency Site in the following locations: 

• Use the Financial Data tile to make decisions about which Funds to display and more.
• Use the Years tile to decide which years to display and budgeted vs. actuals. 
• Use the Pages tile to decide which Pages to display on your Transparency site. 

• Resource: Transparency - Financial Data 
• Resource: FAQ: Where can I find my onboarded data?

⬜  Step 4: (Optional) Create Dashboards 

Transparency Dashboards can be added to your Transparency Center to highlight individual departments. Department Dashboards can be created for as many Departments in your organization, highlighting key metrics and information. 

• Resource: Transparency Center - Department Dashboards

⬜  Step 5: (Optional) Create Project Pages 

Project pages can be created to highlight important information about ongoing projects for your organization. 

• Capital Budgeting Connection - Project Pages can be synced directly from Capital Budgeting Requests.
  • Resource: Capital Budgeting - Sharing Capital Requests to Transparency Projects Pages
• Custom Project Pages - You can create custom Project Pages directly in Transparency.
  • Resource: Create Projects in Transparency