Objective: At the end of this course, participants will be able to successfully navigate through the digital plans review portal by:

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2 Objective: At the end of this course, participants will be able to successfully navigate through the digital plans review portal by: Correctly uploading plans and documents Accepting & Completing tasks Tracking the progress of projects and respond to comments Retrieving approved plans Submitting revisions and document holds

3 First Submission

4 Application Process Submit your application via to Digital Permits: *For Commercial projects only, an invoice will be ed for payment of the 25% plan review deposit. This is due prior to the completion of the first review. First time users will receive two notifications from eplans. One with your account information and the other with the permit number to access the site Follow the instructions to submit your initial plans and documents for review to the city staff.

5 Getting Started For optimal functionality, utilize IE, uninstall Pop up blockers, & install ProjectDox Components

6 Account Profile First time users must complete all fields highlighted in yellow. New password created will be used to access the site for future logins for any permits submitted under your digital applicant sign-in. Remember your Security Question! This is what is used to reset your password

7 ProjectDox Home Page Active Project List will only display projects assigned to the digital applicant & recently searched Project Flow Task list shows tasks pending for you to complete

8 Submit/Upload Plans and Documents Follow the file name included in the guide Upload 1 drawing sheet per file Upload drawings in the drawings folder and documents in the documents folder

9 Submitting Uploading Documents Access the Folder Link Click the Upload Files Button

10 Browse and Select Plans & Documents

11 Click Upload Files to submit/upload

12 Upload Complete

13 Completing the Submission Complete the Applicant Upload Task by selecting Project Tasks Once you Complete your task you will be unable to delete uploaded files. This option is only available prior to completing the 1 st submittal

14 Open/Accept the Submission Task Applicant Upload Task

15 Acknowledge Submission Complete Additional people can be added to the project at this stage of completing the task

16 PRESCREEN REVIEW

17 Prescreen Corrections Requested Applicant will receive an notification to alert them of the request for additional information or changes required before the formal review may begin. A resubmission task is assigned to the applicant to allow comments to be reviewed, corrections made and plans to be submitted back to the city. Attention Pre-Screen Crystal: Correction Request Task Assignment Your plan review submission for Project: BLD has not met the minimum requirements for acceptance. You may review correction comments and requirements accessing the ProjectDox site. When corrected plans and or documents are ready for re-submittal, please, Login to ProjectDox and follow the instructions provided for resubmittal. Please be advised when re-submitting plans and or documents: All corrections must be uploaded using the same file names as the original submittal Once corrections have been uploaded for review, no additional submissions will be accepted unless requested Please make corrections within 15 days of this notice. If you do not have access to the specified folder, please contact us at or send an to Digital Permits.

18 1 2 1) Select Project Tasks 2) Select Prescreen Corrections Task 3) View the Reviewer Comments section for corrections required 3

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20 Project Status Review the progress of your project, comments & review status by selecting Project Reports anytime

21 Example Changemark (Comment) Report Export

22 Changemarks Comments noted in the drawings themselves can only be viewed within the drawings after all plan review has been completed Viewed in Drawings folder Select the changemark icon To view previously submitted versions select the grid magnify glass icon

23 Example of the Department Review Status Report Review disposition as well as any reviewer comments not applicable in Changemarks (i.e. documents, plans, additional information required)

24 *Please allow business hours to complete each task assigned to the Permit Technician Group*

25 Corrections Required After all reviews are completed, and if corrections/information is required, the applicant will receive an notification to submit revisions Revisions must be uploaded to the appropriate folders using the ORIGINAL file name allowing for file versioning to occur. If correctly named, the file will automatically version

26 Completing Applicant Resubmit Task Select Project Tasks & select the Applicant Resubmit task

27 Respond to comments by either utilizing the Applicant Comments field in the Changemarks items list for Changemark comments or the Department Review Status list for comments noted in that report or by submitting a Response document in the documents folder Review and accept the task instructions. Click the Resubmit Complete button to finalize your submission back to the city.

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29 Applicant Submit Fees Applicant will receive an notification to Pay Fees, after all reviews are completed and approved. Fees must be paid on our City website:

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33 Retrieve Approved Plans and Permits

34 Downloading Documents Download all items from the Approved folder, print to scale and post on the job site for inspections (This folder will generate at this stage) *Note: Plans are issued to the digital applicant that is the contractor of record or person with Power of Attorney from the contractor

35 Submitting Revisions / DocHolds after permit issuance Digital Permits requesting to open the portal to submit your revisions and/or Document Holds You will receive an invite via eplans to upload & the initial submittal, task, review, and approval process will take place *Remember to submit a narrative*

36 Additional Services

37 Permit Express Cut the review time in half! If you have a commercial projects that is 5,000 sqft or less you may qualify for this free service. Visit our announcements page on our permitting website for additional information Permitting Services Permitting Services for administrative permit related documents and trade permits that do not require plans or documents such as: - Contractors registration - Recorded NOC s - Trade apps such as Electrical, Mechanical, Plumbing, or Building roof Business Tax Opening a business visit our Open Counter Digital platform which assists with guiding business owners before they lease a space or start their business

38 QLess Virtual Lobby Check-in Get in line before arriving to our lobby; updated wait times are sent directly to your phone via text or schedule an appointment Drop & Go (Paper submittals only) Submitting plans / documents? Avoid the wait! Permit Pickup (Paper submittals only) Permit ready for issuance? Permit Pick up to have your issued plans, permit, & inspection card ready for pick up at our reception desk Overtime Inspections Need an inspection after hours? Overtime Inspections Permit Renewals Expired permit? Permit Renewals PreSubmittal meeting Design professional s can meet with our plan review team prior to formally submitting plans for clarification on questions or concerns

39 QUESTIONS

40 Thank you for attending!