Welcome to Electronic Plan Review

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

Anyone been here before…?

Would you rather be…

or…?

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

First Submission

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.

Getting Started

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

Getting Started

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.

ProjectDox Home Page

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

Submit/Upload Plans and Documents

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

1. Upload required files to

required folders.

2. Complete the Applicant

Upload Task

Open/Accept the Submission Task “Applicant Upload Task”

Acknowledge Submission Complete

PRESCREEN REVIEW

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.

Project Status

• Check the overall status of your projects anytime from the home page Status column.

Project Status

• Review detailed information for the plan review under Reports.

Example Changemark (Comment) Report

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.

• 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.

• Respond to Changemarks

comments from the plan

reviewer.

• View specific comments in

relation to location on the

plan/document using the

Markup Name column

• 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.

Retrieve Final Documents

Downloading Documents

Q & A

Thank You For Attending