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Electronic Plans Management Training Submit a fillable PDF for OnSchedule Review
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Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

May 11, 2018

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Page 1: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Electronic Plans Management Training

Submit a fillable PDF for OnSchedule Review

Page 2: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

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:

http://epm.mecklenburgcountync.gov

Page 3: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

KEY NOTES:

Once you have saved the master file for OnSchedule from the Download Application Form, you may use it as a template for all future applications. It is necessary to download over and over if you do not wish.

Once you begin completing the form, it is not necessary to fill out all of the information at one time. You may save the form and come back to it at a later time and date. Once it is complete, then you may go to the Download Application Form page and Submit the Application Form.

Page 4: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for Revisions to OnSchedule Review

On the log in page, log into your account.

Page 5: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

From the home screen, select Submit Application.

Page 6: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

On the Download Application Form page, select OnSchedule.pdf.

Page 7: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

The OnSchedule Review form will open and look like this. At the bottom of the first page, after you have read the terms and conditions, select I Accept or I do not Accept. If you do not accept, the application will not advance.

Page 8: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Complete the sections as applicable to your project. Please remember, the project name given here should be an accurate description of the project and will be printed on the Certificate of Occupancy or Certificate of Compliance at the conclusion of the project. If you have had a preliminary review, click yes and place the project number assigned at the time the Preliminary Review application was submitted.

Page 9: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the address of the project. When entering the Roadway Type, use BLVD for Boulevard when applicable.

Under Type of Work, please choose all that apply.

NOTE: Work on Previously Occupied Existing Building is equivalent to previous category, Renovation.

Page 10: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Specify if the project will be in phases.

Complete the information on Occupancy as applicable to the project.

Page 11: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Complete the Building Details as applicable.

Page 12: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the Backflow information.

Page 13: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the square footage information.

Just click in the appropriate square (cell) and enter the related information. The Renovation (SQ FT) or New (SQ FT) should match the Square Foot to be Reviewed value entered earlier in the pdf.

Page 14: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the Fire Details. Depending on the information provided, additional questions may be revealed.

Enter the Water/Sewer Details.

Page 15: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the Zoning Details information. It is importance to provide accurate information on the type of business.

Page 16: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the Health Department details as it is applicable. Based on the information provided, additional questions may be revealed.

Page 17: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the information for the City of Charlotte as applicable. Please note, if this project is new construction, please contact the City of Charlotte Land Development office for information if you have not already. 704-336-6692

Page 18: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

In this section, please enter an accurate detailed description of the scope of work of the project. The more information provided here assists in a more accurate estimation of the project for plan review time and reduces the chance of issues during the plan review process.

Page 19: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Enter the Media Type. (The Online (Web) option is for future use.

Enter the Property Owner information.

Page 20: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

In the Key Contacts, please enter the applicable information.

When entering the Architect information, it is imperative the information is entered as it appears on the seal holders license. This is crucial to the AE Pass Rate Incentive Program. For more information on this program go to www.meckpermit.com, Commercial Plan Review Services, AE Pass Rate Incentive Program.

Page 21: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

When entering the Electrical Engineer/Designer information, it is imperative the information is entered as it appears on the seal holders license. This is crucial to the AE Pass Rate Incentive Program. For more information on this program, go to www.meckpermit.com, Commercial Plan Review Services, AE Pass Rate Incentive Program.

Repeat steps for all remaining Engineers/Designers.

Page 22: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Once the information is complete, save the form in a convenient location with a file name that will be easy to identify as the project.

PLEASE NOTE: You can stop and save the form at any time. It is not necessary to complete the form before saving. You may come back to it with additional information.

Page 23: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Once the form is complete and you are ready to submit the project, go to the Download Application Form page. Click on Browse… to upload your saved pdf.

Page 24: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

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.

Page 25: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

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

Page 26: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

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 application again on the Download Application page.

Page 27: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Once the application 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.

Page 28: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

When the application 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.

Page 29: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Once the project has been scheduled, please review the Schedule PDF and if the date is ok, accept the date.

Page 30: Electronic Plans Management Training - … a fillable PDF for OnSchedule Review The Electronic Plan Management system (EPM) is an online tool designed to allow architects, engineers,

Submit a fillable PDF for OnSchedule Review

Once the date has been accepted, follow the normal steps for submitting a project.

Thank you for using this training demonstration. If you have additional questions, please contact:

OnSchedule Coordinators 704-336-3837 x 1