Plan Review Guide
Table of Contents
Submit A Project For Review
Select An Application Type and Input Project Information
If you have not yet registered for an account, please do so now by clicking the "Sign Up" button in the top right corner of the page and following the on screen instructions. After completing the registration process, you'll be sent an activation email. You will need to open this email and click the link inside in order to activate your account..
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Begin by logging into the website. Click the "Sign In" button in the top right corner of the page. You'll be prompted to enter your full email address and password to proceed. If you already see your name in the top right corner of the page, you are already signed in and may proceed to the next step.
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In the navigation menu at the top click "Plan Review > My Submittals".
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You should now see your submittal overview. This page lists all of the projects that you have submitted or been invited to participate in along with the project status and any action buttons. You may navigate to this page at any time to check on the status of a project, or to begin the re-submittal process. To submit a new project click the "Submit a New Project" button near the top of the page.
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Fill out the on screen form and select an application type. If you need help choosing which application type is right for your project, you can click the "Help me choose" link for more information. Click Save and Continue when you are ready to move on.
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Continue filling out the project information that is required for your application type. Required fields are indicated in bold, all other fields are optional. Once you've completed the form you will be given an opportunity to look over the information and confirm or edit your entries. If you see any corrections that should be made, you can use the Edit button at the bottom of the screen to make those changes now. Once everything looks correct, please read and check the agreement at the bottom of the page and click the confirm button to continue to the upload portion of your submittal.
Upload Project Documents
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You should now be at the Document Overview screen and see that no files have been uploaded. You can begin uploading your documents by clicking the "Upload Files" link shown below.
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Before selecting the files that you would like to upload, please review the submittal guidelines on the right side of the screen. It is important to ensure that you adhear to these guidelines in order to receive the quickest turn around time possible.
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To select the documents to upload, you may either drag them into the upload window, or click the "Add Files" button to browse your computer or network. You may repeat this process as much as needed in order to get all of your files listed in the upload window.
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Once you're ready to begin the upload process, click "Start Upload". You should see a progress bar that indicates the status of your upload. Once the upload is finished you should be returned to the upload overview page.
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Now that your documents have been uploaded, you're shown a confirmation of the files that were submitted. You can now add more files, delete files, invite a consultant to upload, or click Save and Continue to progress to the next step.
Pay Any Required Fees
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Plan review fees vary by the type of application. For example, some fees and payment information will be provided after submitting the application. If fees are required before submitting the application they will be presented here in an itemized break down. Select an option to pay the required fees and follow the on screen instructions to continue.
Confirm and Submit The Project For Review
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Then last step of the submittal process is to confirm your submittal package. Your project will not be submitted for plan review until you do this. Once the submittal package has been confirmed you will be unable to edit your application, or upload more documents without contacting an administrator. Once you're sure that your submittal package is complete, click "Confirm and Submit for Review".
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After clicking to confirm your submittal package, you will need to click OK to the confirmation dialog box as well.
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Congratulations! Your project has been submitted. You will recieve an automatic email notification for each milestone in the plan review process. You may return to the submittal overview at any time to check on the status of your project.
Your project will not be submitted for review until you complete this final step!