onbase applicant users guide - mesa county, colorado · 2019-06-28 · onbase‐ applicant users...

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OnBaseApplicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan Review 2 III. To Request a PreApplication Meeting Online: 3 IV. How to Submit an Application: 9 A. If Applicant submitted a PreApplication Meeting Request through OnBase 9 B. If Applicant did not submit a PreApplication Meeting Request through OnBase 9 V. Viewing and Responding to Comments 15 VI. To See Approved Documents 17

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Page 1: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

  

OnBase‐ Applicant Users Guide 

Table of Contents 

                         pg. 

I.  

Creating a Plan Review Account  

II.  To Sign Into Plan Review  

III.  To Request a Pre‐Application Meeting Online:  

IV.  How to Submit an Application:   

A.  If Applicant submitted a Pre‐Application Meeting Request through OnBase  

B.  If Applicant did not submit a Pre‐Application Meeting Request through OnBase  

V.  Viewing and Responding to Comments  

15 

VI.  To See Approved Documents  

17 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 2: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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I. Creating a Plan Review Account 

1. Go to https://onbase.mesacounty.us/PlanReview/  

 

2. Click Register 

 

 

 

3. Agree to Disclaimer, Terms & Conditions of Use 

 

 

 

 

 

 

 

4. Enter Registration Information‐ Notifications from Plan Review will be sent to email address 

entered in application (not in account registration). Click Next 

 

 

 

 

 

 

 

5. Check info and Create Account 

 

 

6. Sign‐in 

 

Page 3: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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Applicant is able to sign‐in at this time. 

 

 

 

 

 

 

II. To Sign Into Plan Review 

1. Go to: https://onbase.mesacounty.us/PlanReview/ . Click Sign In. 

 

 

 

 

 

 

2. Enter Sign In information 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 4: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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III. To Request a Pre‐Application Meeting Online: 

1. Sign into account 

2. Under Start New Project  select Request Pre‐Application Meeting‐ Click Add Project 

 

 

 

3. Fill out Pre‐Application Meeting Request Form. Starred (*) items are required. Fill out 

information as completely as possible. This information will be used to prepare for your pre‐

application meeting. Descriptive and accurate information will result in a more productive 

meeting.  

Pre-Application

Fill out the following form below and click continue. After clicking continue, click Add Plan Documents on the left. Change, Add Plan Documents to Add Documents. Applicant Information (required)

Name of Applicant*

Phone Number*

E-Mail Address*

Property 1 Information (required)

Property Owner Name*

Property Address*

Acres*

Tax Parcel Number*

Current Zoning*

Property 2 Information (if needed)

Property Owner Name

Page 5: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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Property Address

Acres

Tax Parcel Number

Current Zoning

Please select one item below and fill in all information. This information will be used to prepare for your pre-application meeting. Descriptive and accurate information will result in a more productive meeting. Subdivision How many lots are you proposing to create?

What is the size of lots you are proposing to create?

Upload a Pre-App Drawing as described below. Multiple drawings may be uploaded. Property Line Adjustment

Describe how you are proposing to change the property lines

How many properties are involved? Will new access points be required?

Yes No

Upload a Pre-App Drawing as described below. Multiple drawings may be uploaded. Site Plan

Current use of property

Description of proposed use of property

Upload a Pre-App Drawing as described below. Multiple drawings may be uploaded. Upload a narrative describing proposed uses in as much detail as known. Other

Describe in detail why a pre-application meeting is needed.

Upload Pre-App Drawing as described below

Any other necessary documents

Page 6: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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Click "Continue" below to save this form. Documents must be uploaded on the following page for Pre-App meeting to be scheduled. For ALL applications, include the following on your Pre-App Drawing: An aerial photo can be generated from https://emap.mesacounty.us/viewer/ or will be provided at Planning Counter at Mesa County Central Services. Pre-App Drawing must include: •Proposed and existing property lines •Existing and proposed structures •Existing and proposed septic systems •Location of all easements •Existing and proposed driveways •On-site irrigation and drainage facilities •Any additional information that you feel will be beneficial to your project Click ADD PLAN DOCUMENTS button on left side of the page to upload files from your computer. Click Browse to find documents and UPLOAD to upload files. Once ALL documents are uploaded, click SUBMIT APPLICATION on left side of screen.  

Click Continue to submit form. 

 

 

 

 

 

 

 

 

 

 

   

Page 7: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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4. To upload documents as requested in Pre‐Application Meeting Request Form.  

Click Add Plan Documents. You will not be able to Submit Application until you have uploaded 

files and the Pre‐Application form is filled out. To edit Pre‐Application form, Click Project 

Information Tab and click Start/Edit above Project Information title bar. You will not be able to 

start the Application form until a Pre‐Application Meeting is held UNLESS you have a Pre‐

Application Number. In which case, submit Application by following steps in III. Submitting an 

Application below. 

 

  

 

 

 

 

 

 

 

 

 

 

 

5. Click Browse to select documents from the local drive. 

 

 

 

 

 

 

 

 

Click to edit 

application, 

if neededClick to upload 

documents 

Must be on Project 

Information Tab 

Page 8: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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6. Select Files from computer. Multiple files can be uploaded at the same time by holding shift and 

selecting file names. Click Open. 

 

 

 

 

 

 

 

 

 

 

 

 

 

7. Select Discipline and Sheet Type for each file. The only Discipline available at this step in the 

process is Pre‐Application. If file name does not describe the file, include a Description as well. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Page 9: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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8. Click Upload 

 

 

 

 

 

 

 

 

 

9. Click Yes 

 

 

 

 

 

 

 

10. Repeat step 6‐10 until all files are uploaded. Then click Submit Application 

 

 

 

 

 

 

 

 

Page 10: OnBase Applicant Users Guide - Mesa County, Colorado · 2019-06-28 · OnBase‐ Applicant Users Guide Table of Contents pg. I. Creating a Plan Review Account 1 II. To Sign Into Plan

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Note. Even after you click Submit Application, files can be uploaded until the project is sent out for 

review. To do this, upload files in this location using the Browse.. and Upload button. You will no longer 

see the Submit Application button but files will go into application. Inform planner if you have added 

additional documents. 

 

IV. How to Submit an Application:  

 

A.  If Applicant submitted a Pre‐Application Meeting Request through OnBase 

Go to : https://onbase.mesacounty.us/PlanReview/Plan and click on the project name created in the 

Pre‐Application Meeting Request Form. Go to step 2. 

 

 

 

 

 

 

B. If Applicant did not submit a Pre‐Application Meeting Request through OnBase 

 Go to : https://onbase.mesacounty.us/PlanReview/Plan. Under Start New Project, select 

Application 

  

 

 

 

 

 

 

 

 

 

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2. To submit an application, on the Application tab, click EDIT  

 

 

 

 

 

 

 

 

 

 

3. Fill in Application.  Some fields are automatically generated if a pre‐application request was 

submitted and can be changed at this time. Note:  Project emails will go to the Representative 

email address only. Clicking Representative Same as Applicant box will copy information from 

Applicant. All items with a red * are required. If there is no Lien Holder, put n/a and 0’s in those 

required fields. 

 

 

1. Application

Assigned Planner Planner Name

Planner E-Mail

Planner Phone

After a pre-application meeting, when you are ready to submit your application, click "Edit" at the top right. Complete the form, and click "Continue" to save. Then use the "Upload Plan Documents" button to upload any necessary documents. Once you have uploaded needed documents and are ready to submit the project to the Mesa County Planning Department for review, click "Submit for Review".

Application Type* (Press the down arrow key to access the values available for this field or start typing to filter the values)

Click Start/Edit 

Application while 

on Application tab 

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Applicant Information (required) Name of Applicant*

Mailing Address (Address, City, State, Zip)*

Phone Number*

E-Mail Address*

Alternate E-Mail Address

Pre-Application Number*

Representative Information to Whom all Correspondence is to be Sent Representative Same as Applicant?

Name of Representative*

Mailing Address (Address, City, State, Zip)*

Phone Number*

E-Mail Address*

Property Information Property 1 Information

Property Owner Name*

Property Address*

Tax Parcel Number*

Property 1 Lienholder Information

Lienholder Name*

Mailing Address*

Phone Number*

E-Mail*

Property 2 Information (if needed)

Property Owner Name

Property Address

Parcel Tax Number

Property 2 Lienholder Information

Lienholder Name

Mailing Address (Address, City, State, Zip)

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Phone Number

E-Mail

When all items on checklist are ready, click ADD PLAN DOCUMENTS button on left side of the next page to upload files from your computer. Click Browse to find documents and UPLOAD to upload files. Once ALL documents are uploaded, click SUBMIT APPLICATION on left side of screen.

 

 

 

 

Click Continue when done 

4. After completing Application,  upload application documents as required on the checklist given 

by Planning Department. Click on Add Plan Documents 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

5. Click Browse to select documents from the local drive  

 

 

 

 

 

 

 

 

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6. Select files from computer. Multiple files can be uploaded at the same time by holding shift and 

selecting file names. Click Open. 

 

7. Select Discipline and Sheet Type for each file. The Discipline will match the Source on the 

checklist. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Select Discipline first. 

Corresponds with 

Source on checklist 

Select Sheet Type second 

as it is customized for 

Discipline.  

Include Description if 

file name does not 

clearly describe file  

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8. Click Upload to upload documents 

 

 

 

 

 

 

 

 

 

 

 

 

9. Click Yes 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

10. Use Actions to delete, replace file with an updated version or download files 

 

 

 

 

 

 

 

 

 

Delete 

Replace files with 

an updated version 

Download 

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11. Repeat step 6‐10 until all files are uploaded. Then click Submit for Review 

 

 

 

 

 

 

 

 

 

 

 

 

 

12. To check project status: Click on Projects tab, look under Status 

 

 

 

 

 

 

 

 

V. Viewing and Responding to Comments 

1. Go to : https://onbase.mesacounty.us/PlanReview/Plan.  Sign‐in and choose project. 

  

 

 

 

 

 

 

 

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2. Choose Plan Documents tab to see documents submitted by Applicant and any other documents 

uploaded by planning staff. Choose Review Documents tab to see documents that are part of 

the review cycle. This includes marked‐up drawings, comments, additional docs, etc.  

 

 

 

 

 

 

 

 

 

 

 

 

3. Documents from different review cycles can be filtered by Review Cycle pull‐down menu. 

Documents can be downloaded by selecting the icon next to the file or selecting multiple 

documents to be downloaded and clicking the icon under Plan Review Cycle. 

 

 

 

 

 

 

 

 

 

 

 

 

Review Documents‐ Documents 

uploaded by Planning Department 

related to the review cycle chosen‐ 

Includes marked up drawings, 

comments, additional docs, etc.

Plan Documents‐ Documents 

uploaded by Applicant or Planning 

Department 

Documents from each review 

cycle can be filtered by selecting 

desired Review Cycle 

Click to download file Click to download 

all chosen files. 

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4. When notified, Applicant should respond to each comment in the word document. To resubmit 

documents including Response to Comments and any additional or modified docs, sign‐in to 

account, pick project and click Add Plan Documents. Repeat steps 6‐10 in IV above to upload 

document. When complete. Click Resubmit. 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

VI. To See Approved Documents 

 

1. Go to : https://onbase.mesacounty.us/PlanReview/Plan.  Sign‐in and choose project. 

2. Click on Approved Documents Tab. Pull down menu shows documents as described below 

 

 

Click to start process to 

upload documents 

Click to resubmit application. 

This is the ONLY way Planner 

will be notified that 

additional documents have 

been uploaded. 

Click Approved Documents tab for 

approved documents 

Pull down menu 

‐Plan Set and Reference Documents‐ 

OnBase Generated Files such as Plan Sets, 

Review Comments, Decision Letter 

 

‐Plan Documents‐ Individual approved files 

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3.  Documents can be downloaded by selecting the icon next to the file or selecting multiple 

documents to be downloaded and clicking the icon under Plan Review Cycle. 

 

 

Click to download file Click to download 

all chosen files.