El t i Pl
Electronic
Plans
Management Training
Creating an Account/
M
Managing
i
U
Users
EPM – Creating an Account/Managing Users
The Electronic Plan Management system (EPM)
is an online tool designed to allow architects,
engineers and designers the ability to oversee
engineers,
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 first step to working
in EPM is establishing
g an account. The web
address is:
http://epm.mecklenburgcountync.gov
EPM – Creating an Account/Managing Users
Click here to
Create the
company
account for
the first time.
Once the
account is
established,
individuals
may be
added and
deleted as
needed.
EPM – Creating an Account/Managing Users
Enter your company’s
official name. This will
be the name that will
appear on any letters or
reports associated with
your account
account. Press
Continue.
If the firm is
already in the
system,
y
do not
create a new
account. If is not
listed, click
Continue.
Continue
EPM – Creating an Account/Managing Users
Enter the base firm information
in the first section of this page.
EPM – Creating an Account/Managing Users
The Client
Administrator will have
permissions to make
changes to the
account, add/delete
users, and grant
security rights to users.
The Client
Administrator may have
many different roles so
check each box that is
applicable. If you have
a license, please enter
it in the appropriate
box. When finished,
press Submit.
Submit
EPM – Creating an Account/Managing Users
Once submit is
pressed on the
previous
screen the
screen,
information is
saved and
EPM will bring
you to this
screen. Sign
in using the
newly created
username and
password.
EPM – Creating an Account/Managing Users
This is the view
when you initially
sign in. To add
additional users to
the account,
account click
Manage Your
Account.
EPM – Creating an Account/Managing Users
Select Update
Company Profile if
changes are
needed to the firm’s
address, phone
number or email
Make the needed
changes and
press Save.
EPM – Creating an Account/Managing Users
Select User
Management
to add/delete
users.
Select Add
under List of
Employees
EPM – Creating an Account/Managing Users
Add the users
information and assign
security permissions.
Click Save.
Repeat these steps for
each user in the firm.
EPM – Creating an Account/Managing Users
Once all
employees are
entered they will
entered,
appear in the list.
Click the tablet
picture to make
changes as
necessary.
EPM – Creating an Account/Managing Users
All information
can be edited on
this screen.
Passwords can be
reset on this
screen as well if a
password is
forgotten.
When finished,
press save.
EPM – Creating an Account/Managing Users
You may also
wish to add
users that are
not in the firm
but are
d i
designers
or
contractors you
work with
q
y By
y
frequently.
adding them,
EPM will preload
them into
dropdown lists in
the OnSchedule
application so
yyou do not have
to add their
information on
each submittal.
EPM – Creating an Account/Managing Users
Enter the information and
press Save.
It is imperative that you
enter the name and
license number as it
appears on the
individuals seal. This
information is vital to the
project, as it impacts the
AE Pass Rate Incentive
program and becomes
part of the official record
of the project. As we
discover incorrect
information, it will delay
the project through the
plan review process and
may adversely affect the
AE Pass Rate scores.
EPM – Creating an Account/Managing Users
The contractors are
listed. They may
be edited in the
same manner as
the Employees by
clicking on the edit
icon.
To go back to the
dashboard, click
Back
EPM – Creating an Account/Managing Users
Thank you for using this training
demonstration If you have additional
demonstration.
questions on Creating an account/Managing
Users, please contact:
OnSchedule Coordinators: 704-336-3837 X1