User Guide to epermits and ProjectDox

Transcription

1 Apple Valley ProjectDox User Guide Page 1 of 8 User Guide to epermits and ProjectDox This document provides general information on how to apply for a permit using epermits and ProjectDox. USING EPERMITS- STEP 1: Click Departments & Services in the bluish-grey banner. STEP 2: Find Building Inspections and click Permits. STEP 3: Click Proceed to Site. STEP 4: Click Apply for Permit. STEP 5: Choose appropriate step below: If you are a contractor using this site for the first time, click on Account in the upper right hand corner. Fill in your information. If you are a contractor who has used this site before, fill in your and password under Account Login. If you are a homeowner, click I am an owner and do not want to register. STEP 6: Choose permit you want to apply for. STEP 7: Permit Requirements: See and complete any required links and pre-requisites. Then click I Agree Apply for Permit. STEP 8: Enter all required information. STEP 9: Pay fee. STEP 10: Once the application fee has been paid, you will receive an called epermits Order Confirmation. Projects not needing plan review can stop here. Projects requiring plan review should continue.

2 Apple Valley ProjectDox User Guide Page 2 of 8 USING PROJECTDOX- STEP 10 cont d: Projects requiring plan review will receive two additional s. One is called ProjectDox Invitation (for first time users to log in and create an account) and the other is called ProjectDox Applicant Upload Task Assignment. STEP 11: Log in to the above address or click on the link provided by the . First time users will be re-directed to User Profile to reset your password, create a security Q&A, and enter additional information. See photo below. You can edit your information at any time by clicking Profile on the top toolbar.

3 Apple Valley ProjectDox User Guide Page 3 of 8 STEP 12: Click on Projects on the main toolbar in the upper right. The screen splits into two sections. The top section is Active Project Lists. This is a list of all permits you have applied for or been granted. The bottom section is ProjectFlow Task List. This lists all permits that require action from you, the applicant. Anytime you see something in the ProjectFlow Task List, the City is waiting for your action. Under the Project column in ProjectFlow Task List, click on your project. It should begin with AV. See photo below. The Profile tab in the upper right toolbar is the equivalent of the HOME button. Use this button anytime you want to see the main screen. STEP 13: This is the page you upload plans to. Choose the folder you want to upload your plans and/or documents to. See photo below.

4 Apple Valley ProjectDox User Guide Page 4 of 8 Documents folder can include (as needed) SAC determination letter, State Plumbing letter, Homeowner Association approval letter. Preferred CAD files are.dwg,.dgn,.dwf,.dxf,.pdf (Vector),.TIFF,.PLT Each page of drawings must be submitted as a single file. Multiple page files submitted will be rejected. Only Searchable PDF files are accepted for calculations, reports, & other supporting documentation (i.e. non-drawing files) Files must be oriented correctly or they will be rejected. Plans must be uploaded in an approved format, to scale, with output dimensions of 8 ½ x 11, 11 x 17, 24 x 36, 30 x 42. Choose the folder by clicking it. Click the Upload Files button, then Browse For Files button to choose the file(s) to upload. When you have selected your file(s), click Upload Files then Close the page when you are done. Your files will show up on the left hand side. See photo below. Click View Folders to return to your upload screen. Add more files as necessary to the appropriate folders.

5 Apple Valley ProjectDox User Guide Page 5 of 8 Plan file names and sort order must match the sheet index. Files should include the discipline character, followed by the three-digit sheet number. If decimals are needed, place it after the first digit. (Ex: S ) When uploading revised plans/files, they must match the original file name. See photo for an example of to name files.

6 Clicking View Folders will also give you a visual that the files have been added. See photo below. Apple Valley ProjectDox User Guide Page 6 of 8 STEP 14: Now that you have uploaded all documents to the folders, you need to let the City know you are done with this task. Do this by clicking Workflow Portals on the main toolbar. See photo below. Your ProjectFlow Task List will populate in the middle of the screen.

7 Apple Valley ProjectDox User Guide Page 7 of 8 Under the Task column, click the underlined task. The task in the photo below says Applicant Upload Task. See photo below. Accept the task. STEP 15: A new window appears. Click on all tabs to verify the information is correct. If any information incorrect, click on the Profile tab on the main screen or contact Inspections at or projectdox@cityofapplevalley.org.

8 Apple Valley ProjectDox User Guide Page 8 of 8 If the information in the tabs is correct AND all required documents have been uploaded, please check the box stating I have uploaded all required drawings and/or documents and click Upload Complete Notify the City of Apple Valley. See photo below. STEP 16: Under ProjectFlow Task List you will notice your task has disappeared. This is because no immediate attention is required from you. If/when more action is needed, you will receive another and the task will reappear in this area. Use these same steps if you receive the Applicant Resubmit task a task which means the City is requesting additional or revised information from you. You will be notified when your permit has been issued and construction may begin. At this point in the process, the City of Apple Valley is reviewing your application to verify the address, contractor qualification, scope of work, and required documents. If everything is accurate, it will be assigned to an Inspector and/or other City departments to review. You will receive all updates and communication through the you provided during the application process. If you have any questions in the meantime, please contact Building Inspections at or projectdox@cityofapplevalley.org.