eplan user’s guide - maplegrovemn.gov · eplan user’s guide. 11-28-17

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ePLAN User’s Guide

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ePLAN User’s Guide

11-28-17 Page | 1

Submittal Requirements

Drawings

Drawing Sheet Sizes

Common listed drawing sheet sizes are supported. Additional sizes will be accepted but the

stamp location may cover content. Plans must be uploaded to scale and in the approved

format.

8 ½” x 11” 11” x 17” 24” x 36” 30” x 42”

Drawing Standards

o Drawings should be submitted in their native files

o Drawings can be submitted in the following formats:

DWG, DXG, DWF, indexed PDF, PRT, CGM, G3, G4, CG4, RNL, CMI, MI, HGL,

PLT, HPGL, IGS, IGES, IDW, DGN, CIT, TG4, or RLE

PDF files must be indexed to allow for text searching

o Drawings must be submitted:

o as a single sheet per drawing file

o in the correct orientation

o to scale

o Do not submit scanned PDF drawings as this will distort the scale

Graphic Scale

Each sheet must illustrate a typical graphic scale. If more than one scale is used on a sheet,

an independent graphic scale must accompany the applicable detail.

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File Name

o Plan file names and sort order must

match the sheet index.

o File names for drawings submitted

will include the discipline character

followed by a three-digit number.

o If decimals are required in the sheet

number, place it after the third digit.

o Note: when uploading a

corrected file, upload using the

original file name so it can be

compared to the original.

City Approval Stamp

o Plans/documents larger than 11” x 17”

o Reserve a 2.5” w x 1.5” h area just inside the lower right hand corner, positioned so

the lower right corner will be located 5” in from the right border and 1” above the

bottom.

o Plans/documents at 11” x 17”

o Reserve a 2.5” w x 1.5” h area just inside the lower right hand corner, positioned so

the lower right corner will be located 2.5” in from the right border and 1” above the

bottom.

o Plans/documents at 8.5” x 11”

Drawing Type Discipline Sheet # Example

General G 000.99 G000 Cover Sheet

Civil C 000.99

Landscaping L 000.99

Architectural A 000.99 A100 First Floor

Structural S 000.99

HVAC (Mechanical) M 000.99

Electrical E 000.99

Plumbing P 000.99

Fire Suppression FS 000.99

Fire Alarm FA 000.99 FA003.1 3rd Floor

Haz-Mat HZ 000.99

Telecom. T 000.99

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o Reserve a 2.5” w x 1.5” h area just inside the lower right hand corner, positioned so

the lower right corner will be located 1” in from the right border and 1” above the

bottom.

Documents

Document Standards

Submit all supporting documents in multiple page PDF form, including, but not limited to:

o specification books

o special inspection forms, resume sheets, and

certification numbers

o energy code compliance information/certificate

o calculations

o spec sheets

Note: single files with multiple document types will not be accepted

Browser Settings

Internet Explorer (only browser that will provide full functionality)

o URL: https://planreview.maplegrovemn.gov/projectdox/index.aspx?

o Add URL to:

compatibility mode

trusted sites

allow pop ups

o Install ProjectDox from your login screen

Sample Document Naming Conventions

Intake Checklist

Spec Book Volume 1

Spec Book Volume 2

Special Inspection Documentation

Energy Code Compliance

Documentation

11-28-17 Page | 4

Register for an ePermits Account

NOTE: If you are a new contractor to the City of Maple Grove, please call 763-494-5989 to have your

business information added to our database prior to registering.

First time use requires the establishment of an account in ePermits before submitting a permit

application.

Visit http://Bit.ly/epermits

Click on Account on the upper right side of the screen

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Fill in the required information - Verify the email address has been entered correctly

Click on Create Account

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Applying for a Permit

When logged into ePermits, click on Apply for Permit

Select the permit that you need to apply for. The list is

based on the account type selected at the time of

registration.

Read and accept the:

o Permit requirements

o Declaration at the bottom of the page

o For fire permits, see additional requirements at the end of this guide

Enter the information as prompted

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o Address

o Applicant information

Include property/building owner’s contact information

o Selection

Provide detailed description of work

Identify the building name or new tenant name as appropriate

o Details

Provide designer’s information

Identify date SAC letter was submitted to the MET Council

If an error message appears, verify information and try again, if there is still an issue, please

call 763-494-5989 for assistance

Pay Permit Application Fee

NOTE: The maximum allowed amount that can be charged on a credit card is currently $2,000.00. If the application fee is greater than this, payment will have to be made in the form of a check. Note: plan review will not begin until the application fee is received.

The permit application fee will be shown on the fees page when completing the ePermit

To pay the fee online, add to cart

Click the checkout with PayPal button, or click on continue shopping if you have more permits

to apply for. All fees can be paid at once.

Enter the credit card information and click on Authorize this Transaction

An order summary will be displayed. Print or save this for your records. An email receipt will be

sent to the address entered during the permit application.

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ePlans Invitation Email

When the permit application has been submitted and the application fee has been paid this will

create the permit and trigger the creation of the project for plan review in ProjectDox. This

process takes up to five minutes to complete. Once the project is created, an invitation email

will be sent to the user to upload the plans. The email will include a temporary password,

directions for logging into ePlans, and the steps to complete the upload of plans and

documents.

Logging In and Creating User Profile

From the invitation email, click on the link Login to ProjectDox

The login window will open

Enter the temporary password and login

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You will be taken to your User Profile

On this screen you can:

o Reset your password

o Create a security question and answer

o Enter additional information about yourself

o Complete all required fields

o Save

The Profile screen is available to update at any time by clicking on Profile on the main toolbar

Next time you log into ProjectDox you will use the new password that was established and you

will be taken to the home screen right away

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Navigation Basics

Home page

This page displays:

o 1) A list of Active Projects

o 2) Workflow Tasks

o 3) Navigation and control buttons

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Applicant Upload

Select the Permit Number/Project for which there is an Applicant Upload task

Click on the correct folder:

o Drawings – Used to upload plans, surveys, architectural drawings, structural drawings

o Documents – Used for the specification book and any other supporting documents

Click on Upload Files

Browse for Files

Note: File names are limited to 70 characters

Upload Files

When all files have been uploaded, select Task List, click on Applicant Upload Task (see

above diagram for Task List location)

The following eForm window will pop up

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Check the box stating that all required drawings have been uploaded and click on, Upload

Complete – Notify the City of Maple Grove, to begin the plan review process

Prescreen Review

City staff will review uploaded files

If all information is included and nothing more is needed, it will be routed to continue the formal

review process

If corrections are needed or information is missing, you will be notified via a Prescreen

Rejected email

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Prescreen Corrections

Log into ProjectDox

Select the Project

Click on the Task List in the upper right corner

Select the Prescreen Correction task, accept the task

View the prescreen comments, click on the Prescreen Checklist

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The checklist provides the opportunity for you to add your comments by double clicking under

“Applicant Response”

Close out of the task window

Upload the corrected files

Revised documents need to have the same name as the original file that was submitted

to allow for automated versioning of the file

Return to the Prescreen Correction task

Double click in this field

to add your comments

Click done to save

Click Save and Close

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Check the box to indicate that all corrections have been uploaded

Click on the Return to the City of Maple Grove

The received information will be reviewed again and if it is complete it will be routed to the Plan

Reviewer

Applicant Corrections

If corrections are required during the review process, a Corrections Required email will be sent

Log into ProjectDox

Select the Project

Click on Task List

Select the Applicant Resubmit task

Accept the task

Review the following:

o Comments provided by the plan reviewer

o View the Checklist Items

REQUIRED: Double click to add

comments. Refer to where

update or change can be found in

revised plan.

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o View Changemark Items

Click on the Markup Name

Click on the changemark name to zoom in on the information on the plan

Click on the

changemark name

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Make the required changes

Revised documents need to have the same name as the original file that was submitted

to allow for automated versioning of the file

Return to the Applicant Resubmit task

Check the boxes under the Task Instructions

Click on Resubmit Complete

The City will verify that the requested corrections have been uploaded and will forward the

project to the Plan Reviewer to continue the review process

11-28-17 Page | 18

Approved Plans

When the plan has been approved, it will be batch stamped, and you will receive an email to

Pay Final Fees

Log into ePermits and pay online (if below $2,000) or pay in person if the amount due is

greater than $2,000. You will be able to print your permit and inspection record as soon as

you complete the payment.

When Payment has been confirmed, you will be able to download the approved plans

**A full size set of approved plans, any approved documents, the permit card and inspection

record are required to be on the jobsite**

11-28-17 Page | 19

Project Status

Main Project List

o The status is visible next to the project on the home screen

For more detailed information:

Reports

o Select the project

o Click on Project Reports

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o Select ProjectFlow – Workflow Routing Slip Review

o Select the project from the drop down and click on View Report

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Workflow View

o Select the project

o Click on the Task List

o Click on the icon in front of Project name under Workflow Instances

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o The ProjectFlow Building Workflow chart is displayed with the step that the project is

highlighted

11-28-17 Page | 23

Fire Alarm or Fire Sprinkler Submission

Fire Alarm or Fire Sprinkler Submission

o Daywork or Emergency permits will require the applicant to download an electronic plan

review form to fill out.

o Once the form is filled out, it will then need to be uploaded to ProjectDox for review.

o Full submission of plans for fire alarm or fire sprinkler will require the applicant to

download a checklist, which is required to be submitted when plans are uploaded to

ProjectDox.

See examples below.

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