welcome to electronic plan review - orlando...paper-based reviews –design files according to the...
TRANSCRIPT
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Welcome to Electronic Plan Review
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Objectives
• At the end of this course, participants will be able to: – Understand the differences in workflow between electronic and
paper-based reviews
– Design files according to the standard file conventions for electronic submission
– Accept a task and complete an upload of plans and documents to the City of Orlando for review
– Understand how to track the progress of projects and respond to comments
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Anyone been here before…?
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Would you rather be…
or…?
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Benefits
• VALUE to the customer/public
– Available 24hrs, 7 days a week, 365 days of the year
– Reduce printing costs required for paper submission.
– Save time submitting and receiving updates online
– Easy access to final plan set for download
– Access to full file history
– Automatic file versioning
– Electronic stamping
– Information access & performance tracking
– Design community access to redlines
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First Submission
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Application Process
• Applications may be submitted at the counter, emailed or faxed to the city, BUT not the plans/document.
• Upon application acceptance first time users will receive an email from ProjectDox with your account information to access the site.
• Follow the instructions to submit your initial plans and documents for review to the city staff.
• Leverage the Digital Plans ProjectDox User Guide to assist with questions on submittal standards and process.
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Getting Started
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Getting Started
Requirements
Internet
Explorer 10
Internet
Explorer 11
Firefox
Chrome
Apple Safari
7.1
Apple Safari
8.0
Configure Pop-up blocker X X X X X X
Compatibility View
Settings X X
Adding Trusted Site X X
Install of ProjectDox
Components (one-time
only)
X X
Disabling the UAC X X
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Getting Started
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Account Profile
• First time users must complete all
fields highlighted in yellow.
• New password created will be used
to access site for future logins for any
new applications.
• Security question and answer can be
anything you choose. For example,
your dog’s name or your favorite
football team.
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ProjectDox Home Page
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Submission Standards
• Submit plan set as single files for any of the below formats:
• Plans submitted in landscape mode.
• Submit documents as multi-page files in any of the below formats:
• File Name Length
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Submit/Upload Plans and Documents
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Submitting “Uploading” Documents
Access the Folder Link Click the Upload Files Button
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Browse and Select Plans & Documents
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Click Upload Files to submit/upload
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Upload Complete
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Completing the Submission
1. Upload required files to
required folders.
2. Complete the Applicant
Upload Task
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Open/Accept the Submission Task “Applicant Upload Task”
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Acknowledge Submission Complete
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PRESCREEN REVIEW
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Prescreen Corrections Requested • Applicant will receive an email 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.
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Project Status
• Check the overall status of your projects anytime from the home page Status column.
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Project Status
• Review detailed information for the plan review under Reports.
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Example Changemark (Comment) Report
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Corrections Requested • If corrections/information is required the applicant will receive an email notification alerting the
applicant of the request.
• Open/Accept the task to review the comments from the plan review team.
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• Review and Respond to the comments provided by the plan review staff.
• Correct documents and upload to the appropriate folders using the ORIGINAL file name.
• Review and accept the task instructions.
• Click the Resubmit Complete button to finalize your submission back to the city.
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• Respond to Changemarks
comments from the plan
reviewer.
• View specific comments in
relation to location on the
plan/document using the
Markup Name column
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• Review and Respond to the comments provided by the plan review staff.
• Correct documents and upload to the appropriate folders using the ORIGINAL file name.
• Review and accept the task instructions.
• Click the Resubmit Complete button to finalize your submission back to the city.
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Retrieve Final Documents
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Downloading Documents
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Q & A
Thank You For Attending