Electronic Plans Management Training. Upload Drawings

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1 Electronic Plans Management Training Upload Drawings

2 Upload Drawings The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers, and designers the ability to oversee their projects as they go through the plan review and permitting process. All pertinent information related to the project is visible on the dashboard, with real time updates. The web address is:

3 Upload Drawings KEY NOTES: You may upload drawings at the same time you submit you OnSchedule. You may choose to upload drawings after submitting the OnSchedule, closer to your actual review date. If this is what you would like to do, proceed to slide 17.

4 Upload Drawings On the log in page, log into your account.

5 From the home screen, select Submit Building Construction Plan Application.

6 Click on Browse to upload your saved pdf.

7 When you click on Browse, the Choose File window will open, go to the directory where you saved the file, select the file and select Open.

8 The file will be placed in the Application Form area. If this is the correct form, select Submit.

9 If you have entered incorrect information, the form will not be accepted. If you need to make a change, simply open the pdf file, make the changes, save and go through the steps to submit the again on the Download Application page.

10 Once the has been accepted, if the address matches multiple choices, it will ask you to verify the correct address. Highlight the correct address and press continue.

11 When the is uploaded, you will be asked if you are submitting your drawings and documents with the or at a later time. If you select later time, Mecklenburg County staff will estimate the project for review and schedule the project for review.

12 If you select along with the, you will add files to the submittal by clicking on Add File.

13 Navigate to the project files, select all relevant files and click Open. Note that a Sheet Index is required when the documents are uploaded.

14 The files to be submitted will be listed. Click Submit.

15 When the is received, it will be assigned a project number. At this point, Mecklenburg County staff will estimate the project for review and schedule the project for review.

16 Once the project has been scheduled, please review the Schedule PDF and if the date is ok, accept the date. The drawing package will be assessed to ensure it is formatted and packaged correctly. Once the package is assessed and the fees have been paid, the information will be processed and plan review will begin. It is necessary for both the drawing package and fees be submitted and processed prior to the submittal deadline found on the Schedule pdf. If the package is missing information, you will be notified through the dashboard so additional information may be submitted.

17 Upload drawings at a later time When the is uploaded, you will be asked if you are submitting your drawings and documents with the or at a later time. If you select later time, Mecklenburg County staff will estimate the project for review and schedule the project for review. You may upload the drawing package at anytime by using the Finish Submitting Package under the project details page

18 Upload drawings at a later date You may upload the drawings by clicking on Finish Submitting Package.

19 Upload drawings at a later time To add files to the submittal click Add File.

20 Upload drawings at a later time Navigate to the project files, select all relevant files and click Open. Note that a Sheet Index is required when the documents are uploaded.

21 Upload drawings at a later time The files to be submitted will be listed. Click Submit.

22 Upload drawings at a later time The drawing package will be assessed to ensure it is formatted and packaged correctly. Once the package is assessed and the fees have been paid, the information will be processed and plan review will begin. It is necessary for both the drawing package and fees be submitted and processed prior to the submittal deadline found on the Schedule pdf. If the package is missing information, you will be notified through the dashboard so additional information may be submitted.

23 Upload Drawings Thank you for using this training demonstration. If you have additional questions, please contact: OnSchedule Coordinators x 1

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