El t i Pl
Electronic
Plans
Management Training
Interactive Review
Process
Interactive Review Process
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 web address is:
htt //
http://epm.mecklenburgcountync.gov
kl b
t
To Check Status of Active Projects
On the log in page, log into your account.
To Check Status of Active Projects
Click on Active Projects tab
To Check Status of Active Projects
Interactive Review in Progress
1. Choose Project Number from list with status “Interactive Review in Progress”
To View Interactive Review Comments
•
Click on Review Results
To View Interactive Review Comments
1. Check general notes
section
2 Click on Reviewer
2.
Comment Files
3. Click on Reviewer Feedback Files for
Plan markups and Reviewer notes
To Respond to Reviewer Comments and
Upload Revisions
Click on Submit Interactive Review Files.
To Respond to Reviewer Comments and
U l dR
Upload
Revisions
i i
1
2
1. Click on Sheet Index file and save to Desktop or location of choice
1
2. Click on Plan file(s) and save to Desktop or location of choice
To Respond to Reviewer Comments and
U l dR
Upload
Revisions
i i
Open Sheet Index from your
D kt
Desktop
or location
l
ti
off choice
h i
1. If revising existing sheets
indicate revision # and
date of revision.
1
1
2. Add new sheets to index
with sheet dates
3. Use the original Sheet
Index and make revisions
and new sheet additions
2
2
4. Save the file
To Respond to Reviewer Comments and
Upload Revisions
Open Plan files from Desktop
or location of choice
5
• Make corrections to plans
to meet code requirements
as directed by Reviewer
• Changes shall clouded
• Revisions should
correspond to plan legend
• DO NOT add additional
revision sheets – Make
revision corrections on
original
i i l plan
l sheet.
h t
• Save File
To Respond to Reviewer Comments and
U l dR
Upload
Revisions
i i
1
2
1. Click on Browse to open your revised Sheet index file
1
2. Click on Browse to open your revised Plan File
To Respond to Reviewer Comments and
U l dR
Upload
Revisions
i i
2
1
1
2
1. Choose Sheet Index file and click open to load file
1
2. Choose Plan File and click open to load file
To Respond to Reviewer Comments and
Upload Revisions
Check files for accuracy and click on Upload to load files
To Respond to Reviewer Comments and
Upload Revisions
Uploaded files can now be submitted for Re-review
Re review
To Respond to Reviewer Comments and
Upload Revisions
Interactive files have now been submitted for Re-review
To Respond to Reviewer Comments and
Upload Revisions
The History tab under Tool Box shows Interactive Review files
submitted and Sheet Index uploaded
To Check Status of Active Projects
1
Check the Active Projects tab frequently for any further Interaction with plan review
and to view project status
Interactive Review Process
Thank you for using this training demonstration. If you have additional
questions, please contact:
OnSchedule Coordinators 704-336-3837 x 1