home - city of orlando - welcome to digital plan revie · 2018-01-25 · • submit your...
TRANSCRIPT
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
First Submission
• Submit your application only via email to Digital Permits: [email protected]
• *For Commercial projects only, an invoice will be emailed for payment of the 25% plan review deposit. Email digital permits once paid to allow our office to initiate the invite to upload in ProjectDox.
• First time users will receive two email 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.
Application Process
Getting Started
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
ProjectDox Home Page
• Active Project list will only display projects assigned to the digital applicant & searched within 10 business days
• Project Flow Task list shows tasks pending for you to complete
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
Submitting “Uploading” Documents
Access the Folder Link Click the Upload Files Button
Browse and Select Plans & Documents
Click Upload Files to submit/upload
Upload Complete
Completing the Submission
• Complete the Applicant
Upload Task by selecting
Workflow Portals
Open/Accept the Submission Task “Applicant Upload Task”
Acknowledge Submission Complete Additional people can be added to the project at this stage of completing the task
PRESCREEN REVIEW
Attention Crystal:
Your plan review submission for Project: BLD2017-05306 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 re-
submittal.
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 407.246.2271 or
send an email to Digital Permits.
Pre-Screen Correction Request Task Assignment
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.
1) Select Workflow Portals 2) Select Prescreen Corrections Task 3) View the “Reviewer Comments” section for corrections required
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Project Status Review the progress of your project, comments & review status by selecting Project
Reports anytime
Viewed in Drawings folder Select Magnify glass or the changemark symbol
Changemarks Comments noted in the drawings themselves
Example Changemark (Comment) Report
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)
• 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 version
Corrections Required • After all reviews are completed, and if corrections/information is required, the
applicant will receive an email notification to submit revisions
Completing Applicant Resubmit Task Select Workflow Portals & select the Applicant Resubmit task
• 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.
Applicant Submit Fees
• Applicant will receive an email
notification to Pay Fees, after all
reviews are completed and
approved. Fees must be paid on our
City website:
www.cityoforlando.net/permits
Retrieve Approved Plans and Permits
Downloading Documents
Download all items to scale, from the Approved folder, print and post on site for inspections (This folder will generate at this stage) *Note: Plans are issued to the contractor of record or person with Power of Attorney from the contractor
Submitting Revisions / DocHolds after permit
issuance
• Email Digital Permits requesting to open the portal to
submit your revisions and/or Document Holds
• You will receive an email invite via eplans to upload & the
initial submittal, task, review, and approval process will
take place
*Remember to submit a narrative*
Additional Services
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? Email 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? Email Overtime Inspections Permit Renewals Expired permit? Email 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
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 email Email 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 – check out our Open Counter Digital platform which assists with guiding business owners before they lease a space or start their business
QUESTIONS
Thank you for attending!
407.246.3396
www.cityoforlando.net/permits