User Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Viewing Reviewed plans

Transcription

1 User Guide to Mesquite s Citizen Access Portal (CAP) Planning and Zoning Division Viewing Reviewed plans Updated: Tuesday, September 18, 2018 The Citizen Access Portal (CAP) website is: Additional Procedures For information on additional procedures, please view these additional documents, also located on the Engineering website, : CAP Create Account CAP Create Application CAP Uploading a Document IMPORTANT NOTE When uploading documents, have all sheets in one document and have the version date in the document s name before uploading. The date should be in the format of YYYY_MM_DD. If the plans are not in this format, they WILL NOT be reviewed. You must use internet explorer with the plugin Silverlight to upload documents for review. Your internet explorer must be the most up to date version. If you attempt to upload following the following steps, and find a completely blank screen, you most likely do not have the most up to date version of internet explorer. Page 1 of 12

2 Viewing Reviewed plans Log on to the Citizen Access Portal as you have done in the past to apply for your permit and to pay your invoice. Go to and click the Log On located in the middle left side of the screen. Page 2 of 12

3 You will automatically be taken to the following page. Fill in the fields and click Log On. You will be taken to the CAP home page for signed in users that have at least one plan application. Click on the orange plan number of the plan you wish to review. You will then be taken to the permit information page. This page shows all of the information for this permit. Page 3 of 12

4 Scroll to the bottom of the page. You will see a box labeled EReview Projects. This box is for uploading and viewing documents once reviewed. Click on the orange Open word. Page 4 of 12

5 A new screen will appear. This is the ereview portal. This is the page that will allow you to upload and view documents. While the document is still under review, the name of the document that was uploaded will be blue. After the review process is completed, the name of the document will become red. Page 5 of 12

6 After the review is completed you are able to view the document and all comments and mark ups that have been made on the document to this point. The process of viewing a document is outlined below. Note: Just because a document has finished the review process does not mean that the document was approved. Revisions may be needed to the document. Next to the name of the document is a yellow folder. Click on this folder. A new window will appear. In this window is the document that was uploaded along with all comments and mark ups that have been made to this point. Note: Some of the comments or mark ups may be a link or an attached document. Simply click on the icon shown on the document. Icons that you are able and should click include a post-it note and paper clip, but are not limited to these icons. Page 6 of 12

7 The ereivew portal has other functions besides just viewing the document. In the top right corner of the ereview portal are two buttons that you are able to click. Case Details will take you to the page to view the document. Review Details will take you to the page with multiple options, such as viewing the comments and markups as a list, and there is an option to send messages to the City of Mesquite s case manager for the permit. Page 7 of 12

8 When the Review Details is clicked, you will be taken to a new screen. The new screen will appear similarly to the following image. Click on the name of the review version. In this example, the review version is Engineering Plan Review v.1. Each review version will have a different v.# at the end, such as v.1 is the first review version, and v.2 would be the second review version. When the name of the review version is clicked information will appear on the right side of the screen. This information includes which department has reviewed the document and which departments were not required to review the plans. The name of the reviewer and the completion of the review are some information that is also viewable. As shown in the image that follows, if there are comments or markups on the document, then red circles with a number will be shown next to the name of the review version and next to the reviewer that made the comment or markup. The number in the red circle is the number of Corrections and Recommendations that the reviewer made on the document. In this example, there is only one Correction or Recommendation on the document. If there is a Correction or Recommendation, click on the review with the red circle next to the reviewer that you would like to see the comments or mark ups that was made. Page 8 of 12

9 Under the list of reviewers will appear a list of the comments and mark ups made by the selected reviewer. In the section that is under the reviewer information, there are multiple options that may be performed. The options are selectable by clicking the button that has a yellow pencil and white paper on it. Each of these options have a different function. If you click the button under Description, a small window will appear that contains information about this Correction or Recommendation. Page 9 of 12

10 If you click the button under Corrective Action, there will be a list of comments, if the comments were made during the review. In this example, no comments were made for this section. If you click on the button under Correction Summary, a list of all comments and mark ups will appear in a new window. Page 10 of 12

11 Under the Collaboration tab, you are able to send messages directly to the permit manager. This is similar to instant messenger, however, the permit manager must be logged on to see the message, and there will not be notifications on responses sent to you. After you have viewed the comments and markups, you will need to change the document to address the comments and markups made on the document. After the document has been changed, you will upload the revised document back into the ereview portal. Follow the steps that were used to upload the first version. To upload a revised document, there is an additional step that must be followed. When viewing the Corrections section as described above, there is a selectable box under Acknowledged. Click this box once all of the corrections have been addressed and corrected. This box must be clicked in order to upload a revised document. Page 11 of 12

12 After a revised document is uploaded, the new document will be shown under the version before. If the new document has the same name as the one before, it will be listed dirctly under the document before, but with a different v# such as v1, v2, v3, etc. If the new document has a different name, it will appear like the image below. After you have submitted a new review, the document will begin the review process. Thank you for using the new EnerGov system! Page 12 of 12