The Electronic Plan Management system (EPM) is an online tool designed to allow architects,

Transcription

1 Electronic Plans Management Training Creating an Account/ Managing Users

2 The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers, and designers the ability to oversee their projects as they go through the plan review and permitting process. All pertinent information related to the project is visible on the dashboard, with real time updates. The first step to working in EPM is establishing an account. The web address is:

3 Click here to Create the company account for the first time. Once the account is established, individuals may be added and deleted as needed.

4 Enter your company s official name. This will be the name that will appear on any letters or reports associated with your account. Press Continue. If the firm is already in the system, do not create a new account. If is not listed, click Continue.

5 Enter the base firm information in the first section of this page.

6 The Client Administrator will have permissions to make changes to the account, add/delete users, and grant security rights to users. The Client Administrator may have many different roles so check each box that is applicable. If you have a license, please enter it in the appropriate box. When finished, press Submit.

7 Once submit is pressed on the previous screen, the information is saved and EPM will bring you to this screen. Sign in using the newly created username and password.

8 This is the view when you initially sign in. To add additional users to the account, click Manage Your Account.

9 Select Update Company Profile if changes are needed to the firm s address, phone number or Make the needed Make the needed changes and press Save.

10 Select User Management to add/delete users. Select Add under List of Employees

11 Add the users information and assign security permissions. Click Save. Repeat these steps for each user in the firm.

12 Once all employees are entered, they will appear in the list. Click the tablet picture to make changes as necessary.

13 All information can be edited on this screen. Passwords can be reset on this screen as well if a password is forgotten. When finished, press save.

14 You may also wish to add users that are not in the firm but are designers or contractors you work with frequently. By adding them, EPM will preload them into dropdown lists in the OnSchedule application so you do not have to add their information on each submittal.

15 Enter the information and press Save. It is imperative that you enter the name and license number as it appears on the individuals seal. This information is vital to the project, as it impacts the AE Pass Rate Incentive program and becomes part of the official record of the project. As we discover incorrect information, it will delay the project through the plan review process and may adversely affect the AE Pass Rate scores.

16 The contractors are listed. They may be edited in the same manner as the Employees by clicking on the edit icon. To go back to the dashboard, click Back

17 Thank you for using this training demonstration. If you have additional questions on Creating an account/managing Users, please contact: OnSchedule Coordinators: X1