City of Boise Planning and Development Services. Electronic Plan Review User s Guide. Planning Projects. Getting Started. Submit Application

Transcription

1 eplanreview City of Boise Planning and Development Services Electronic Plan Review User s Guide Planning Projects Getting Started Submit Application Upload Files Plan Review Project Approval Planning & Development Services PDS Online eplanreview

2 eplanreview Planning User s Guide Page 2 Table of Contents What is eplanreview?... 3 Submit Application (eapply)... 3 Setup Requirements... 5 Upload Files... 6 Prescreen Task Fees Due Review Checking on Status... 21

3 eplanreview Planning User s Guide Page 3 Getting Started What is eplanreview? eplanreview is the City of Boise s electronic plan review program. Planning & Development Services customers can submit projects electronically. City departments and other agencies can review projects simultaneously, which helps reduce review time frames and lets customers skip a trip to City Hall. Planning & Development Services eplanreview Fig. 1 Submit Application Submit Application (eapply) eapply: Submitting an application is the first step of electronic plan review. The eapply section of our PDS Online website makes it easy to submit data and track previous applications. PDS Online Account Applicants must have a free PDS Online account. After registering, you can type within the application fields, save the data and keep a record of all your applications. Need Help? Call (208) if you need help signing up.

4 eplanreview Planning User s Guide Page 4 Additional Forms Applications are listed at pds.cityofboise.org. They are numbered and grouped together by discipline. Each application has a check-list of required submittal items. Are You the Primary Contact? Are you the person responsible for uploading files and communicating with the City? Make sure you mark yourself as the project's Primary Contact on the application form, or you won t receive our s and be given rights to upload files. Submittal Standards To pass our prescreen review, all drawings and documents must meet the requirements listed in the Electronic Plan Review Submittal Standards. Incomplete documents will not be accepted. More information is available at pds.cityofboise.org/eplanreview. Submit Online Submitting your application online isn't just easier, it's also faster. Your data goes directly to our database, and a case is created as soon as you hit the "Submit" button. We don't have to manually create the case and type in your information. Upload Files After receiving the application, we'll send an with the case number and a link to upload files. You'll have temporary rights to upload files. After submitting the files, your rights change to read only. If it's your first time using eplanreview, you'll also get a temporary password so you can log in and set up your eplanreview account.

5 eplanreview Planning User s Guide Page 5 Setup Requirements eplanreview is a free service. It is a web-based program and little to no special software is needed. However, there are some requirements: Activate your eplanreview Account Applicants need an eplanreview account. After submitting the application in PDS Online, you ll receive an with a temporary password and directions for setting up an eplanreview account. To keep your information secure, be sure to change your password after logging in for the first time. Why are there two logins? PDS Online and eplanreview are two different websites and each requires a separate login. See the What s the Difference section for details. Disable Pop-Up Blockers eplanreview displays plans in pop-up windows, so you'll need to disable your browser s pop-up blocker before using the system. Install ProjectDox Components (if using Internet Explorer) We use ProjectDox software to review plans. At the eplanreview login screen (Fig. 1), click the Install ProjectDox Components link at the bottom left of the screen. This installs the ActiveX components needed to run the program. Note: If you do not have Administrator rights to your computer, you may need to contact your IT staff for help with this step. Other Browsers Many of the needed features in ProjectDox will be most successful in Internet Explorer and the other popular browsers (Chrome, Safari, Firefox, MS Edge) can also be used with an acceptable experience.

6 eplanreview Planning User s Guide Page 6 Upload Files Applicant Task Instructions The applicant s first step is to upload all required drawings and documents for their project. Follow the links within your invitation to access the case.

7 eplanreview Planning User s Guide Page 7 Upload all drawings and documents for the project. Please review and follow the Electronic Plan Review Submittal Standards. Documents that do not meet standards will not be accepted and may be deleted in the system. Tips for Uploading: -Follow submittal standards for naming documents/drawings -All files must be PDF format (.pdf) -Upload to correct folders (drawings in the Drawings folder and documents in the Documents folder) -Break out drawing sheets into separate files in the Drawings folder. This is not necessary for documents. -Orient each sheet correctly. Drawings must use landscape orientation. Select the Drawings folder to begin your upload.

8 eplanreview Planning User s Guide Page 8 A new pop-up window will open. To search your computer for files, click the Browse For Files button. You can also drag and drop files into this window. Drag Files into this area or choose Browse for Files above. Select all desired files, then select Open to copy them over. Select your files, then select Open

9 eplanreview Planning User s Guide Page 9 Select Upload Files to transfer the selected drawing files into the eplanreview program. Once all Drawing files have been uploaded, select Close.

10 eplanreview Planning User s Guide Page 10 Select View Folders to access the Documents folder. Please review and follow the Electronic Plans Submittal Standards. Repeat the upload steps until all required documents have been uploaded. Files can be moved between the Drawings and Documents folders by checking the white box next to the file(s) you wish to move, and then selecting the Move checked files to another folder icon.

11 eplanreview Planning User s Guide Page 11 Available folders will be displayed. Select the icon (not the folder name) next to the folder you would like to move the document into. You cannot move a file into the folder it is currently located in. The file will be moved to the folder you have chosen. Prescreen Task Once upload is completed, while in the project, select Tasks from the upper right to view available tasks for that project. s You can also view available tasks for all projects on the Home screen in the ProjectFlow Task List, under the Tasks column. Tasks will automatically sort by due date.

12 eplanreview Planning User s Guide Page 12 Recently Accessed Projects ProjectFlow Task List Select Applicant Upload Task along with the affirmative to accept the task. The task s due date will be red if it is past due. Accepting the Applicant Upload Task will open a pop-up window. Check the box to confirm you have completed the upload. Select Upload Complete SUBMIT PLANS to send the files to City of Boise for review. If you do not complete this task, no reviewers will be notified and the Prescreen review will not begin.

13 eplanreview Planning User s Guide Page 13 Once you confirm No tasks are available at this time. you may log out. The applicant will now wait for notification from the City of Boise, either for corrections needed or that Prescreen has passed and fees are now due. If corrections are required, the applicant will receive an notification to complete the Prescreen Corrections Task. Follow the link in the to the case.

14 eplanreview Planning User s Guide Page 14 Select the Prescreen Corrections Task and the affirmative response to accept the task and open the task window. A new pop-up window will open. The applicant can view Reviewer Comments. Select Close to close the window.

15 eplanreview Planning User s Guide Page 15 Upload files and corrections as needed in response to the Reviewer Comments. The reviewer may have deleted files if they were uploaded incorrectly, so that the applicant can re-upload them following the Submittal Standards. Please review and follow the Electronic Plans Submittal Standards. Select the Prescreen Corrections Task and a new pop-up window will open. Check I have uploaded the corrected documents and/or drawings as indicated above and click Resubmit Plans to return the application back to the City of Boise. NOTE: This Prescreen Corrections task can cycle through multiple times until all necessary documents/changes are submitted.

16 eplanreview Planning User s Guide Page 16 Fees Due Once the application is deemed complete, the applicant is notified via that Prescreen is approved, but fees are due prior to review. The project review only begins once fees are paid in full. For commission/committee level applications, fees must be paid by 4:00pm on the cutoff day in order to be scheduled on the next hearing agenda. Follow either of the epay links in the notification to pay the application fee online. After fees have been paid, the project will be accepted for review.

17 eplanreview Planning User s Guide Page 17 Review The applicant will receive an notification if additional corrections are required during the review. Follow the link in the . Select the Applicant Resubmit Task to accept the task.

18 eplanreview Planning User s Guide Page 18 A new pop-up window will open. The applicant will be able to view Reviewer Comments. Select Close to close the pop-up window. Upload the requested corrections. Please review and follow the Electronic Plans Submittal Standards. If uploading a new version of the same document, the file name must be IDENTICAL to the original file name. Using a file name identical to an uploaded file allows for file versioning. When uploading documents, file names that are candidates for versioning will turn blue.

19 eplanreview Planning User s Guide Page 19 Version numbers will appear to the right of the file name of versioned files. Select the Applicant Resubmit task again. A new pop-up window will open. Reply to the Reviewer Comments in the Applicant Comments box. Check the Task Instructions box, then select RESUBMIT PLANS to return the project to the City of Boise for additional review. NOTE: This Applicant Resubmit Task can cycle through multiple times until all necessary documents/changes are submitted.

20 eplanreview Planning User s Guide Page 20 Other departments and agencies can upload project comments to the Agency Comments folder. The applicant will receive an notification each time a new document is uploaded to this folder. The applicant can download the file, by choosing the download icon, or view the document inside a viewer window by clicking on the document image or file name. Open In Viewer Download File Once the review is complete, the applicant will receive official notification from the City of Boise. Your Workflow is over.

21 eplanreview Planning User s Guide Page 21 Checking on Status During an active review, the Applicant has a few options in checking the status. Option #1 Select Project Reports to access helpful reports. Some useful reports include ProjectFlow-Prescreen Comments, ProjectFlow-Workflow Routing Slip, and ProjectFlow- Department Review Status. Options #2 View progress with the PDS Online searchable database ( Simply input your permit number to get started. After you enter your permit number and hit Search, select your permit number from the list to access more features. Option #3 Open the Workflow Designer for a visual workflow. While in the project, select Tasks from the upper right. s

22 eplanreview Planning User s Guide Page 22 Select the Open Workflow Designer icon under Workflow Instances. The Workflow Instance Designer will open. The project s current step in the workflow will be green. View the workflow instance