Home

ePlans User Manual

1. 56 WORKFLOWS CONSULTANT Consultant Task Name Determine type or percentage of plan review upload existing project files and information Responsible Group Project Manager Task Name Pre screen review Responsible Group Project Manager REJECT Task Name Begin review cycle Responsible Group Project Manager INOYddV 03033N MIIA3Y 3Y SIA THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS This section describes all of the Consultant s tasks within the Workflow Task Name Review bid documents Responsible Group Project Manager Task Name PDCO team review Responsible Group PDCO team Task Name Prepare QAP Checklist Responsible Group Project Manager Task Name Compile PDCO comments Responsible Group Project Manager 93M3IN38 OL NIN LIY Task Name QAP Approval Responsible Group QAP Officer Task Name PDCO review cycle complete Responsible Group Project Manager Task Name Prepare eSignature Responsible Group Project Manager QAIAOYddVY MIIAIY ON Task Name Task Name Review revised drawings eSignature Responsible Group Responsible Group Project Manager Division Chief Task Name Additional review needed Responsible Group Project Manager 193 38 59 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Ta
2. Begin Project Review 2 12 2013 3 58 30 a Project sea rch 2013 0103 gt Seneca Lodge Tent Pad Aaron Obtain Signatures 1 4 2013 8 33 27 AM fi el d AAA 13 Demonstration Parks ms Name of Park or amenity within a park Nikki Begin Project Review 2 1 2013 8 51 13 AM Bonney Park Lucas Obtain Signatures 4 2013 10 46 26 AM 7 7 Active projects list Page 1 of 1 4 items Navigation buttons Page 1 of 1 3 items Active Projects Screen Main Toolbar This group of buttons provides your primary navigation functions This toolbar will be vis ble on most ePlans screens Most users will only see a single line of buttons but Project Managers and System Administrators have a second row of buttons available for their use The Back Back land Forward Forward buttons function much like the back and forward buttons on your web browser taking you to the screen you previously or subsequently viewed e The Projects Projects button will take you back to the Active Projects screen from wherever you are e The Profile button will take you to your User Profile where you can edit your personal informa tion or change your password e The Reload button will refresh the page you are currently on e The Search ih button allows you to search for keywords within all of your project s files labels or titles This feature is much more powerful than the Project Search field e The
3. Project Admins Status Planning Info Link Project StartiEnd Start 9172014 2 47 51 PM End Pass Through av htm html mov wmv Fax Email 455 mro pdox dey ronny Fes ws MNCPPC LCL Enabled for this project Versioning 1 O Main Toolbar The top row of the main toolbar is identical to the main toolbar in the Projects screen The bottom row provides anumber of additional features e The Tasks List Tasks List button will take you to a list of all of the tasks pending for this project Project Managers and System Administrators have the ability to view all tasks for all members of the project team from this link by clicking the Show All Tasks for All Users checkbox above the Tasks List e Thelnfo E Into button will display all of the project s information including a roster of all the project team members the groups to which they are assigned and the levels of permission they have Many of these fields will be left blank as this is a screen also used by the Montgomery County Planning Department for their project review process The Notes Notes button functions like a bulletin board allowing users to create and share notes with the entire project team The Email Emait button allows you to send emails to individual members of the project team with out leaving ePlans Email sent from ePlans will show up in the recipient s regular email inbox The sender s
4. Corrections Complete 1 Before you begin make sure your files have the exact same names as on your previous submission This will enable Versioning ePlans will recognize identical file names and save both files allowing you to compare the old file with the new one 2 Anew task will appear in your Task List Click on the link entitled UploadRevisedDrawings 3 Amessage will pop up asking if you want to accept the task Click OK OK to accept the task and open the eForm 4 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 63 64 The Task Instructions field will contain instructions from the Project Manager about what revisions you need to make Follow the Project Manager s instructions and upload the revised drawings following the same steps as in the Upload Project Drawings task Be sure to use the exact same file names as you did for the previ ous submission Return to the eForm and click the checkbox entitled I have uploaded the corrected documents and or drawings as indicated below Add any additional comments or notes in the Consultant s Notes field ClicktheComplete Complete button atthe bottom of the eForm to finish this task and move on You will be asked if you are sure you want to complete this task If so click the OK 2 button Ifyou want to leave ePlans and finish thi
5. 1 Tosave a copy of a dina with mais embedded into it navigate to the folder list on the left side of the project s main page and find the drawing you wish to publish Click the Markups i icon for that drawing to open the View Edit Markup screen View Edit button to open the Brava Viewer tions dialog box Click the View checkbox next to the Changemarks you want to publish and click the View Edit Click Publish KLEE at the top of the screen and select Publish to PDF to open the PDF Publish Op Determine if how you would like the Changemarks to appear in the published PDF Burn In current markups This setting will insert all the open Changemarks as a layer in the drawing You cannot edit Changemarks using this feature Insert markup as PDF comments This setting converts all the file s Changemarks to PDF comments allowing you to manipulate them as if they were comments created in Adobe Acrobat to your local or network drive or to attach it to an email Click the Publish Publish button at the bottom of the Publish to PDF dialog box to save the file 105 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Project Construction Plans 15 Review Pi An Review mfo Project Info M Contact Info Project File Markup Resources Filter by Group Refresh Changemarks Publish to PDF Resolved File Cycle Group Description Details Response
6. MONTGOMERYPARKS ORG Please see my changemarks in the dfawings m 4 Comments to reviewer Reviewer V ASSIGN COMMENT responses PM COMMENTS IEWER RESPOM E dd additional ns E wi Er Notes from 1 PDCO GROUP an J reviewer ICO6 AVOLVESOFTWARE COM Review Complete Send 40 Review Comple Send Comments O MD Comments THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 1 Anew task will appear in your Tasks List Click on the link entitled CompilePDCOTeamComments 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of yhe Workflow 4 Click the Project File Markups tab at the top of the screen to see a list of every Changemark made on the drawing set You can view all of a project s markups outside of the Workflow by generating a Project Markups Listing from the Reports tab Instructions for generating reports can be found in the Reporting section of the Other Functions tab 5 Review each of the Changemarks For each Changemark that you feel is appropriate to forward on to the Consultant select Yes from the dropdown menu in the Resolved column If you want a re viewer to modify or clarify one of their Changemarks select No from the dropdow
7. go NA ALS o j a MAM f 1 E e j A NIT T A x ee Snap a Lt g HTA E i Y le Y A i a il gt N Calibrate 3 3 i Calibrate z Ko dy E Calibrate scale to known length K S i Select units Ey a w f gt 4 r 4 h Ez pr gt ae Ni Med Se La gt A Enter length between selected points A ALIGN WALK WITH 5 LICHT FIRTO E 9 0 0 10 _ EXISTING PAD ALTERNATING EACH SIDE L047 4 Y CAST IN PLACE 4 OF PATH TIE IN TO EX lt L 04 CONCRETE PAVING ELECTRICAL SERVICE 140 LichT FIXTURE 9 0 0 z L 04 ALTERNATING EACH SIDE Fa beket 1 EDGE OF TENT ABOVE ie a0 rr el TT 2 FLAGSTONE e L 04 PATIO PAVING LE 5 Click the Measure button at the top of the Brava Viewer to open the Measure toolbar at the left side of the viewer Measure Line m Calculate the distance and angle between two points Measure Polyline aA Calculate the combined length of multiple lines A Measure Polygon Calculate the overall length and area of a closed polygon Measure Rectangle Calculate the width height and area of a rectangle Measure Circle IBM Calculate the radius circumference and area of a circle Measure Count Place check marks Y on a drawing to record what areas have already been measured THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Takeoff Tools The B
8. MONTGOMERY COUNTY PARKS 93M3IN38 OL NYUNLIY QAIAOYddVY M3IAIY ON This section describes all of the Project Manager s tasks within the Workflow Task Name QAP Approval Responsible Group QAP Officer Task Name eSignature Responsible Group Division Chief 25 26 Project Startup Before documents can be reviewed in ePlans the Project Manager must first create a project which stores all of the documents and comments tracks the Workflow and distributes notifications to the proj ect team members All projects will start with the same basic Parks template which you can modify to meet the specific needs of your project You can add or remove folders change group permissions add project team members assign roles and even skip tasks within the Workflow if needed This section will THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS walk you through the steps to create a project Active Projects List a nn Aaron E Options 2013 0211 07 e 2013 0103 07 e CFP 13 998706 999999 Lucas B Training Projet QM mR 1 After logging in the Projects screen will appear Click the Create Project Create Project button on the main toolbar This will take you to the Create Project form fyou do not see the Create Project button on Back Forward Projects Profile 2 del Logout Task List All Projects Create Project View Archived Projects
9. Move this tree Will comply Poieni Project Manager L 02 Aaron EHER to the other i roject nie Layout pdf 2014 0918 tie of the markups path Yes Field verified Publish to PDF L 02 2014 0916 Carl Is this tree on 9 6 2014 Layout pdf IE really here Project Manager Export Changemarks to Excel Label the will compiyl L 02 Aaron EERIE building Layout pdf 2014 0918 Seneca Lodge Project Manager Save Changemark Updates A E Show My Changemarks E Show All Changemarks forAll Cycles xz 6 A comprehensive list of all the Changemarks for an entire project can be saved through the project s eForm Navigate to the project s task list and click on any active task to open the eForm Click the Proj ect File Markups tab at the top of the eForm 7 To create a PDF of all the project s comments click the Publish to PDF link at the top of the Change marks list The file will be saved to the ChangeMarkReports folder on the project s folder list 8 To create an Excel spreadsheet of the Changemarks click the Microsoft Excel Ix icon at the bottom of the Changemarks list A window will pop up at the bottom of your screen asking if you want to open or save the file Click the button for whichever action you wish to perform You can select the destination you wish to save a file to by clicking the arrow next to the Save button and selecting Save As 106 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COM
10. aaron samontgomeryparks org ACG N 4172014 41 9117 2014 42 Acti er cton POCOTeam Project Manager 21712014 4 1 i Reviewer name Status 14 4 u la A Fl Page 1 ofll eForm link 1 Click the Show All Tasks For All Users checkbox to see the status of each member of a review The Status column will show one of three words Pending The task has not yet been accepted by the assigned user Accepted The assigned user has accepted the task but not yet completed it Complete The user has completed the assigned task 2 To reassign a review task to another user click the Reassign link in the Action column A pop up window will appear asking if you want to reassign this task to another user Click the OK OK button to go to the Reassign window 3 The user currently assigned to the task will be highlighted in yellow at the bottom of the screen Select a user within the PDCO Team from the list at the top of the screen and click the Reassign to User link Ifyou want to reassign to someone outside of the PDCO Team you will need to use the Edit button in the main toolbar to add that user to the PDCO group You can also reassign a task to yourself which will allow you to complete a task without the original reviewer s comments 38 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 4 Ifa PDCO Team member accidentally completes their task and wants to enter
11. Cabin John Family Picnic Area Cabin John Group Camping Area Cabin John Group Picnic Area Cabin John Hq Property Cabin John Ice Rink Property Cabin John Indoor Tennis Property Cabin John Local Park Cabin John Maintenance Yard Property Cabin John Mini Train Property Cabin John Regional Park Cabin John Stream Valley Park Cabin John Stream Valley Park Unit 1 Cabin John Stream Valley Park Unit 2 Cabin John Stream Valley Park Unit 3 Cabin John Stream Valley Park Unit 4 Cabin John Stream Valley Park Unit 5 Cabin John Stream Valley Park Unit 6 Callithea Farm Special Park Calverton Galway Local Park Calverton NCA Camp Seneca Special Park D20 HO6 A29 D21 C06 A08 DO1 MO7 D22 E64 510 F17 T50 C07 A04 A05 D82 D24 C47 B83 E47 A31 E23 D27 D29 D30 BO6 BO7 B75 FO2 E58 B72 BO8 Cannon Road Local Park Capital Crescent Trail Special Park Capital View Open Space Urban Park Capital View Homewood Local Park Carderock Springs NCA Caroline Freeland Urban Park Carroll Knolls Local Park Carson Farm Special Park Cashell Neighborhood Park Cedar Creek Local Park Cedar Island Conservation Park Centerway Local Park Charles Browning Farm Charred Oak NCA Chase Avenue Urban Park Cheltenham Drive Urban Park Cherrywood Local Park Chevy Chase Local Park Chevy Chase Open Space Urban Park Cindy Lane Neighborhood Park Clarksburg Neighborhood Park Clarksburg Triangle Urban Park Clarksburg Village North Local Park Cle
12. E54 C23 D98 D16 B47 B48 F18 KO2 F19 T89 S18 S16 S17 D99 B49 N12 Rock Creek Stream Valley Park Unit 1 Rock Creek Stream Valley Park Unit 11 Rock Creek Stream Valley Park Unit 12 Rock Creek Stream Valley Park Unit 14 Rock Creek Stream Valley Park Unit 15 Rock Creek Stream Valley Park Unit 16 Rock Creek Stream Valley Park Unit 2 Rock Creek Stream Valley Park Unit 3 Rock Creek Stream Valley Park Unit 4 Rock Creek Stream Valley Park Unit 5 Rock Creek Stream Valley Park Unit 6 Rock Creek Stream Valley Park Unit 7 Rock Run Stream Valley Park Rocking Horse Road Community Garden Rockwood Special Park Rosemary Hills Lyttonsville Local Park Royce Hanson Urban Park Saddlebrook Local Park Saint Paul NCA Sangamore Local Park Santini Road Local Park Scotland Neighborhood Park Seek Lane Neighborhood Park Seneca Crossing Local Park Seneca Landing Special Park Seneca Springs Local Park Seneca Store Historical Park Serpentine Barrens Conservation Park East Serpentine Barrens Conservation Park North Serpentine Barrens Conservation Park South Seven Locks Local Park Seven Oaks Neighborhood Park Shady Grove Maintenance Yard Property 121 Sherwood Forest Manor Neighborhood Park E04 Spencerville Local Park Sherwood Forest NCA EO5 Stewartown Local Park Shirley Povich Field Property C25 Stonecrest NCA Silver Spring Intermediate Neighborhood Park E06 Stonegate Local Park Sligo Avenue Neighborhood Park E66 Stonehedge Local P
13. Project Name Project Coordinator Status Create date Seneca Lodge Tent Pad Aaron gt Seneca Lodge Tent Pad Aaron Name of Park or amenity within a park Nikki Bonney Park Lucas Begin Project Review 2 12 2013 3 58 30 PM Obtain Signatures 1 4 2013 8 33 27 AM Begin Project Review 2 1 2013 8 51 13 AM Obtain Signatures 2 4 2013 10 46 26 AM Page 1 of 1 4 items your screen contact the System Administrator to change your privileges 2 The top four lines of the Create Project form those marked with a red asterisk are required The re maining lines are optional Project Number Enter a unique project identification code using the following naming system AAA BB CCCCCC DDDD EEEEEE where AAA Three character Park Facility Code See the appendix for a list of Park Facility Codes BB The last two digits of the fiscal year in which the project is scheduled to begin For example enter 16 if a project is scheduled to begin design in fiscal year 2016 CCCCCC Project Description Form PDF or other identifying number If the project originated from another agency such as a technical review or mandatory referral use the number as signed by the sponsoring agency DDDD Three or four digit Project Tracking Database PTDB number This is the number assigned to the project in the database the Park Development Division uses to monitor and communicate the progress of each park development
14. Save Changes Members in group Aaron _ Maryland National Capital Park and Planning Commission Landscape Architect aaron 44 52 montgomeryparks org Page 1 of 1 1 items Remove Selected Users Remove All Users ALA Users tabs PA Check All Name Company jtle Ema Publicis NCPPC No one public montgomeryplanning org F Michaelt Brookeville Municipality townofbrookeville comcast net Search users md i ie ann I Holly Montgomery County Planning Holly montgomeryplanning org F Haviz Montgomery County Parks haviz montgomeryparks org m Town Administrator Garrett Park Municipality garrett park comcast net Select users 40 de IF Khalid MNCPPC Supervisor khalid 3 montgomeryplanning org checkbox E Paraq gt Montgomery County Planning parag X montgomeryplanning org hatti hinti sal a Page 1 of 109 760 items Add Selected U sers Add Selected Users 6 The menu at the bottom of this screen allows three options from which you can select users You can select multiple users by checking the box next to each users name When you click the Add Selected Users Add Selected Users button all checked users will be added to the selected group Groups From the Groups tab select a group from the drop down list to browse through a list of all of the Parks employees or all of the Parks consultants who have previously been invited to a
15. Wheaton Shorefield House Property Wheaton Sports Pavilion Property Wheaton Stables Property Wheaton Veteran s Urban Park Wheaton Woods Local Park Wheaton Claridge Local Park Whittier Woods Local Park Wildcat Branch Stream Valley Park Wildcat Branch Stream Valley Park Park Unit 1 Wildcat Branch Stream Valley Park Park Unit 3 Willard Avenue Neighborhood Park Winding Creek Local Park Windsor NCA Winter s Run Local Park Wisconsin Place Property Wood Local Park Woodacres Local Park Woodfield Local Park Woodlawn Cultural Special Park Woodlawn Manor Historic House Property Woodside Urban Park Woodstock Equestrian Park Wyngate Woods Neighborhood Park Zeigler Farm 123 GLOSSARY Activity Instructions Directions for completing a task Activity Instructions can be found in a yellow text box at the top of every eForm Approve The documents being reviewed are acceptable Clicking the Approve button in an eForm will move the workflow to the next task In most cases clicking the Approve button cannot be undone Brava Viewer The program within ePlans that allows you to view and comment on drawings See page 35 for basic viewing instructions See page 49 for a description of Compare Mode See page 74 for instructions on making Changemarks Go to ftp ftp infograph com brava Brava_7 0_Tool_Tips pdf for further information Changemark Annotations made on top of drawing files within the Brava Viewer as part of a docume
16. aaron EHIRR montgomeryparks org Plan Review Types Project Construction Plans Review Percent 100 y Plan Review QAP Due Date Type x I Review Percent REQUIRED QAP CHECKLIST le Da REFERENCE CHECKLISTS QAP Due Date Click Here for QAP Checklist Click Here for Construction Business Process 3 l QAP Due Date Click Here or Design Bustmess Proca k QAP Checklist Click to Access Project Return to main page El I have completed all items in the QAPChecklist QAP M confirmation Thanks for taking the time to review these drawings Please let me know if checkbox you need additional information l PM Comments Comments _ from Project Manager QAP Officer Comments QAP Checklist Prepared Save and Close QAP Checklist Prepared lt amp Save Save And Close 1 Anew task will appear in your Tasks List Click on the link entitled AdditionalReviewNeeded 2 A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 52 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS A Enterthe QAP Due Date and click the Save Save button This is the deadline for the QAP Officer to complete his or her review of the drawings 5 Click the link ent
17. lt KA a yA J A I u FA lt IN A 7 X Y IN A A A LA AN LIU 11 After reviewing all Changemarks for this review cycle return to the eForm and scroll to the bottom of the screen to the Group Review list 12 Select the Assign Comments checkbox for each reviewer who has unresolved Changemarks Changemarks marked No in the top of the Project File Markups tab 13 Type any general comments questions or instructions in the PM Comments field for each reviewer The PM Comments Field and Reviewer Response field show a record of all the text entered into these boxes To better organize your comments and responses enter your most recent set of comments at the top of the box each time adding a date in front of each comment 14 Click the Send Comments button to notify PDCO Team reviewers of unre solved comments 15 Repeat steps 1 through 14 until all Changemarks are resolved As Changemarks are resolved change their status from No to Yes to easily track which comments still need to be resolved 16 Once all of a reviewer s Changemarks are resolved uncheck the Assign Comments checkbox for that reviewer 17 Once you are satisfied with all of the Changemarks make sure all of the Assign Comments check boxes are unchecked and click the Review Complete button to end this PDCO Team review 18 If a member of the PDCO team has additional comments after they have already completed their r
18. AL Review Percent REQUIRED QAP CHECKLIST RA _ REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Project Manager Aaron EHRE aaron lHRTARF montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow PreScreenReview Activity Instructions vie oz 32 to deter Return to main page Click to Access Project Notes from Project A Manager PRESCREENING COMMENTS Notes from Consultant a T Approve Six drawings were uploaded to the Current Submissions Folder Consultant s Reject Notes J Save and Close 1 As soon as the Consultant completes the Upload Project Drawings task a new task will appear in your Tasks List 2 A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow Near the bottom of the page is a field labeled Consultant s Notes This is where you will find any special instructions left by the Consultant when they uploaded their drawings 4 To view the uploaded drawings click on the Click to Access Project link This will take you back to the project s main page 3 UJ 34 THE MARYLAND NATIONAL
19. CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 5 The project s file list will appear on the left side of the screen Unless otherwise noted in the Consul tant s Notes field the files should be in the Current Submissions folder Click the folder s name to see a thumbnail preview of all the drawings Hover your cursor over one of the thumbnails to see a slightly enlarged preview The File Management section under the Other Functions tab contains additional details about the different functions available in the file list You can modify the order in which the files appear by clicking the Edit Edit button on the project s main page and going to the Folders tab Further instructions are in the Folder Management section of the Other Functions tab of this manual To allow for a more logical review process it may be helpful to put the drawings in the same order they will appear in the final bid set Before viewing the Consultant s drawings set your view preference by clicking the radio button for the view you would like to use Side Panel View The drawings will appear in the same window as the file list in the place of the Project Info panel This setting reduces the number of windows you have open making desk top navigation simpler New Window View Each drawing selected will open a new window This setting allows for a larger viewing area for each drawing but requires you to shuffle through multiple windows
20. Commission Text CAMP SENECA SPECIAL PARK E SENECA LODGE TENT PAD CONSTRUCTION PLANS mage E 14500 CLOPPER ROAD BOYDS MARYLAND 20841 Fa Browse ae Annotate ER Annotate tool AA e gt 7 INDEX OF DRAWINGS beschr ton yji COVER SHEET TAYOUT AND MATERIALS PLAN Loa GRADING PLAN Loe HARDSCAFE DETAILS HAROSCAPE DETAILS The Maryland Nationa Capital N Te gt Pork and Plasning Commission Seneca Lodge Tent Pad San genre nese hianga Camp Seneca Special Park Swen km Viel und et sit k LO ee u en a en g a a ke ee pene M ee A N 2 8 Clickthe Annotate link at the top of the screen to open the Annotate Tool Bar along the left side of the screen 9 Click the Image button in the Annotate Toolbar at the left side of the screen A drop down menu will appear immediately above the Annotate Toolbar 89 90 V4 ANTIM NTATIONNATAT CADITA DADE AND DT ANNINC CAMMICCTAN N AA IN I IN A J l J N A 4 JLA P A I 4 P N R N A N J P IN IN IN J U U MI IVILO y IU IN A IL MIN L rr y r Y 7 QA V Y gt To Y M f D LA Le 4 N A gt L f x TYTrnryY yO A f i d f R h DIN N MK Y 9 I IN y ivi Ma y AN J WN y J d MA XN JAY MY 1 NI 10 Click the Browse MEMES button just to the right of that drop down menu to open Windows Explorer 11 Navigate
21. E Uploads bee La ChangeMarkRep 6 Files 0 New THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Measure Tools The Brava Viewer allows users to take accurate measurements from scaled drawings right on the com puter screen The measure tool can be calibrated to any drawing scale automatically calculating real world distances from scaled drawings Hein 7 I Measure Takeoff Annotate Radast gt Measure Publish 7 p Pr o gt y Te gt ZE Measurement settings Custom Scale APR S Measuring Systems Predefined Scale in English 1f 1 4 ns Display Results Unit Predsion e a id Page Scale Default is Full Size 1 1 Currentis Full Size 1 1 Set Scale Custom 1 0 lin 10Lo ft y OK MS Predefined Full Size 1 1 Save Default tee y REVIEW AND APPROVAL ISSUED FOR PROCUREMENT ON ie TE merap Seneca Lodge Tent Pad er fe we 1 Camp Seneca Special Park ommission O E SCALE 1 10 0 DWG 102 of 6 SHT 2 of 1 Open a drawing in the Brava Viewer by clicking its thumbnail in the project s file list In 6 j ar gt 2 Click the small arrow Eu button to the right of the Measure or Takeoff link at the top of the Brava Viewer 3 If you know the draw
22. Help button takes you to the ProjectDox help site There is a lot of useful information in the help site that is not covered in this manual Use the index or search functions to find instructions on specific aspects of ePlans e The Logout Logout button logs you off of ePlans and takes you back to the Login screen Project Sorting Buttons Clicking the Recent Projects Recent Projects button will show only those projects you have accessed within the past few days Clicking the All Projects Preiezis button will show all proj ects you have created or been assigned to Clicking either of these buttons will clear any queries entered in the search field Project Search Field Type in a keyword or part of a keyword and hit enter Only projects with matches in the Project Number Project Name or Project Coordinator fields will be shown Click the All Projects button to return to your full projects list Active Projects List The Active Projects List provides you with basic information about every project to which you are assigned You can sort your projects by number name coordinator status or creation date Clicking the project number will take you to the project s main page Navigation Buttons The Active Projects List and the Tasks List are set to display a limited number of entries at one time You can use the navigation buttons at the bottom of each list to scroll through all of your active proj
23. Here for Construction Business Process Review Percent Click Here for Design Business Process Resubmit Due Date Click to Access Project FA oe Return to main page CYCLE GROUP REVIEWED BY STATUS amp NOTES Notes from Please see my changemarksn the drawings PDCO Team AARON 7 1 PDCO GROUP AARON MONTGOMER YPARKS ORG Notes to Project Manager Six drawings were uploaded to the Current Submissions Folder f Consultant s Complete Notes Save and Close Complete Save And Clo 1 A new task will appear in your Tasks List Click on the link entitled UploadRevisedDrawings 2 A message will pop up asking if you want to accept the task Click OK OK toacceptthe task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 The bottom of the eForm will contain general comments from each PDCO Team Member Click the Project File Markups tab at the top of the eForm to see a list of each Changemark made by the PDCO Team for the entire drawing set 65 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Project Construction Plans 15 Review PAI nn A OO OO O l E o _ Review Info Project Info Contact Info Status Project File Markups A Project File A Markups P LA C
24. Highlight 55 Associates a Changemark with a specific line of text highlighted in a document Highlight the block of text to which you want to call attention Depending on how the PDF you are viewing was created this button may not always be available Changemark Highlight ZE Creates a colored box and associated Changemark Click your left mouse button at the starting point of the desired area to highlight and hold your mouse button down Drag the mouse to cover the area you want to highlight Changemark Revision Cloud Creates a revision cloud and associated Changemark Click your left mouse button at the starting point of the desired area to cloud and hold your mouse button down Drag the mouse to cover the desired area and release the mouse button to create Bn r Changemark Arrow Creates an arrow and associated Changemark Click your left mouse but ton at the end point of the arrow and hold your mouse button down Drag the mouse to the beginning point of your arrow and release the mouse button to create After designating the location of your Changemark an icon resembling a Post It Note will appear along with the Changemarks Dialog Box Provide a unique title for each Changemark in the top field of the dialog box Using your initials fol lowed by a sequential number will help others to identify the author and order of your Changemarks Enter your comment in the bottom field of the dialog box and click the OK butt
25. NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 4 Once you have reviewed the information on the eForm click the link entitled Click Here for QAP Checklist This will open the QAP Checklist in a new window 5 Review the checklist to ensure the Project Manager has met all the requirements For any item marked N A the Project Manager should have entered an explanation in the PM Comments box 6 You can comment on any item in the checklist by entering a note in the Response field of the check list SEI Comments E Check here to display only the items that are set as Not Met from Project Manager O E SO E RESPONSE COVERSHEET Standardized Cover Sheet NIA Met Notmer Cover sheet is missing signature bloc Ss Comments to Project ES ppal er SPRITES aaa a Manager BID 006 i iti AS reflects market conditions amp ANA O erate ER Contingent Items used as applicable SNA Met Not Met me 11 correction list Update Correction List Close To view the drawing set navigate back to the project s main page and select the folder to which the drawings are saved Do not close the QAP Checklist window while you are viewing the drawings it may be helpful to toggle back and forth between the two screens If you closed the eForm for the QAP Check list you can get back to it by clicking the task in the Tasks List see step 1 Once you finish your review of the ch
26. Upload revised drawings Responsible Group Consultant Task Name Begin review cycle Responsible Group Project Manager INOYddV 03033N MIIA3Y 3Y SIA 193 38 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Review bid documents Responsible Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager Task Name Compile PDCO comments Responsible Group Project Manager 93M3IN38 OL NIN 138 Task Name QAP Approval Responsible Group QAP Officer Task Name PDCO review cycle complete Responsible Group Project Manager Task Name Prepare eSignature Responsible Group Project Manager Task Name Upload revised drawings Responsible Group Consultant QAIAOYddVY MIIAIY ON Task Name Task Name Review revised drawings eSignature Responsible Group Responsible Group Project Manager Division Chief Task Name Additional review needed Responsible Group Project Manager 193 38 71 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Project Construction Plans 15 R Project Info i Contact Info Project File Markups Resources J Project Manager Aaron FRA aaron 39 484 montgomeryparks g Activity Instructions Plan Review Type Workflow Activity Name Activity Instructions MNCPPC_Par
27. email address will be the same address used to log into ePlans e The Edit Ei Edit button is only available to Project Managers and System Administrators and provides them with the ability to modify a project s users folders and settings For more information about the Edit button go to the Project Manager s tab or to the Folder Management section of the Other Func tions tab V Show All Tasks For All Users Attached To Status Priority Created On 24201340630 Due date Updated On Updated By Project Manager Pending 9419 2074 33442 aaronfeldman QAP Officer Project Manager Project Manager Project Manager Project Manager Project Manager Complete Complete Complete Complete Complete Complete 2 4 2013 4 06 08 2142013 3 57 13 21412013 3 49 18 214 2013 3 48 52 242013 AB 242013 3 47 58 214 2013 4 06 29 214 2013 4 06 05 21412013 3 57 17 21412013 3 49 17 242013 3 48 50 2142013 3 48 36 lucas bonney m lucas bonney m lucas bonney m lucas bonney m lucas bonney m lucas bonney m 20 y Page 1 of 5 33 items Project Name The name of the project is always provided at the top of the screen making sure you are always aware which project you are working in Reports Tab The Reports list allows you to generate several types of reports of a project See the Report ing section of the Other Functions tab f
28. has finished the task The task status changes from Accepted to Complete as soon as the user clicks on the Complete or Approved button in the eForm User An individual with an ePlans username and password Users are separated into user groups and assigned specific tasks within a Workflow See page 9 for a description of all of the user groups or roles Versioning A feature of ePlans that allows users to upload multiple files of the same name and compare the differences from one version of a file to the next using Compare Mode in the Brava Viewer The file s previous version is kept and logged in ePlan s history along with its associated markups All topics and notes remain as a single record containing a full file history of all versions of the file Floating the cursor over the link to a file reveals to which version of the file a specific topic refers See page 49 for a description of Compare Mode Workflow One single entire sequence of tasks that comprise a standard document review process based on the Park Development Division s business process for construction document review The entire Park Development Workflow can be seen on page 11
29. revised drawings are identical to those of the original drawings This will enable versioning which allows users to overlay multiple files of the same name on top of each other to see changes from version to version Keeping identical file names does not overwrite older files with new ones all previous versions of a file are still accessible on ePlans Upload your revised drawings by following the instructions in the Upload Project Drawings task Type any additional instructions or general notes to the Project Manager in the Consultant s Notes field Clickthe Complete Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure you want to complete this task If so click OK ar If you want to leave ePlans and finish this task later click the Save and Close Save and Close button You are now finished with this task and it will disappear from your Task List This task will be repeated as necessary until the Project Manager accepts the drawings 6 WORKFLOWS PDCO TEAM PDCO Team This section describes the PDCO Team s task within the Workflow Task Name Determine type or percentage of plan review upload existing project files and information Responsible Group Project Manager Task Name Upload project drawings Responsible Group Consultant Task Name Pre screen review Responsible Group Project Manager REJECT Task Name
30. this document is to provide an overview of the core components of ePlans and to guide all ePlans users through a standard document review process known as a Workflow As you gain pro ficiency with ePlans you will discover many advanced functions and features throughout the software that are not covered in this guide While ePlans is the term commonly used by M NCPPC for this soft ware this manual also refers to it as ProjectDox the software s proprietary name The terms are used interchangeably throughout this manual and within the software This manual is organized into six main sections an Introduction Getting Started the Workflows Other Functions the Appendix and the Glossary The document starts with general information about ePlans progressing to more specific descriptions of individual functions within the system Read the Introduc tion and Getting Started sections before using ePlans to gain a general understanding of the purpose and function of the system Once you begin to use ePlans you can refer to the information in the Work flow and Other Functions sections as it pertains to your specific role in the Workflow Introduction This section provides an overview of the purpose and function of ePlans within the Park Development Division s design review process It also defines the roles of the various user groups intro duces the Workflow and provides some quick reference tools Getting Started Your computer must be properly confi
31. to QAP After you check this box the Review Complete button will become available at the bottom of the screen Clicking this button will take you to the final tasks of the Workflow 50 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Review Bid Documents Although the ePlans Workflow provides the tools necessary to review a set of construction drawings there are several other components to a complete set of bid documents This task ensures that you review the specifications bid form and routing sheet necessary to send a project out to bid Activity Instructions Plan Review Type Workflow Activity Name Activity Instructions MNCPPC_ParksWorkflow ReviewBidDocuments ina Review Percent Current User Logon Aaron EHAR aaron HABER moptgomeryparks ore A Plan Review Types Project Construction Plans pola Review Percent 100 CIEN page a _ REQUIRED QAP CHECKLIST ee mu ee REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Complete Click Here for Design Business Process 3 Save and Close Click to Access Project Complete Save And Close 1 Anew task will appear in your Task List Click on the link entitled AdditionalReviewNeeded 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window an
32. to the eSignature file on your computer s hard drive and click Open Open le The eS ignature file name you just selected should now appear in the drop down menu above the Annotate toolbar Until you select a new file or change the eSignature file s location this file will always appear in the drop down menu after you click the Image icon 12 When the Image icon is active your cursor will turn into a small cross hairs with the image icon just below it Click your mouse once on the drawing near the signature block to place your eSignature on the drawing Size is 4 x 2 Size is 4 x 2 APP EN ATPK EY x ES h O VED FOR PROCUREMENT APPROVED FOR PROCUREMENT AK NY x Date Approved LEA D E bB 201 Mitra SENBERN PE Chief Park Development Division itra HHI i Chief Park Development Division 13 After placing your signature click the Select MEX icon on the Annotate toolbar to move and scale it to fit into the signature block 14 Resize your signature to fit on the Approved By line by dragging one of the white boxes at the corner of the image You can maintain the aspect ratio of your signature by holding the Shift key down while resizing the image 15 To enter the date of the approval click the Text icon in the Annotate toolbar and place a text box on the drawing by clicking the desired location of the text box and typing the date 16 Resize the text by dragging one of t
33. uploaded to the Current Submissions folder at the top of the Project Files list Expand cument Collapse i Project number a H AAA 15 COCCC DDDD TEST wee ya Current Submissions 6 Files 18 New Submissions upload files La Documents ES Project Reports y Project Agreements a Other Documents Ea Drawings Project Permits Folder here Button click to collapse subfolders Button H E Pracurement and Contract click to see O a ETA z oject Correspondence subfolders pA Uploads Folder name Folder AAA 15 CCCCC DDODD TESTicurrent Submissions click hyperlink Mo files currently exist in Current Submissions To upload files into this folder 1 Click the Upload button below 2 Follow the instructions in the pop up window Large files may take afew minutes to be View folders processed Click the Refresh button atthetop of the page to refresh your flelietlew Upload files Upload Files WORKFLOWS PROJECT MANAGER 23 Project Manager Task Name Upload project drawings Responsible Group Consultant 03033N MIIA3Y 39 SIA REJECT Task Name Upload revised drawings Responsible Group Consultant INOYddV Task Name PDCO team review Responsible Group PDCO team Task Name Upload revised drawings Responsible Group Consultant THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION
34. 18 New to collapse o Documents subfolders Project Reparts Project Agreements 4 Button Other Documents click to see H Drawings subfolders iat Folder name Procurement and Contract click hyperlink a Project Correspondence to view files H E aaie a ChangeMarkReports Folder 444 15 CCCCL DODD TESTICuurrent submissions View Folders Upload Files Current Sort Select e E 04 SBN5D0D0ax 2 gt F L 01 Cover Sheet pdf 9 17 2014 3 13 31 PM 564 KB Aaron Sos No files currently exist in Current Submissions Toupload files into this folder 1 Click the Upload button below 2 Follow the instructions in the pop up window Large files may take afew minutes to be processed Click the Refresh button atthe top of the page to refresh your file list view eo 46h m L 02 Layout pdf 917 2014 31331 PM 194 KB View Folders 61 10 11 12 13 14 15 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Click the Browse Browse button and aWindows Explorer window will open You can also open Windows Explorer on your own and drag and drop files directly Navigate to the files you want to upload from your computer or local server file to ePlans Highlight the desired files and click the Open ren jr button Hold down the Control key to select multiple files Click the Upload Upload button to uplo
35. 7 403 Grading pdf V1 L 03 Grading pdf V2 E l F Compare j gt of mode Overlay Differences shown ve a Im wa Fass re id y Damm A Aal dd es Pu een Pa rm a GUSTADO E Comparison toolbar see SS ACA Side by side Overlay Version 2 only differences Deletions only Version 1 only Additions only Overlay E Places the two versions on top of one another Unchanged only Overlay Differences fall Shows elements that have been added to Version 2 in green deleted from Version 1 in red and remain unchanged in grey Side by Side an Shows the two versions next to each other default view Version 1 Shows the older version only Version 2 El Shows the newer version only Additions if Shows only elements that have been added to Version 2 in green Deletions Shows only elements that have been deleted from version 1 in red Unchanged Shows only elements that have not changed between versions in grey 108 APPENDIX THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Allow Trusted Sites Depending on your internet browser s settings you may need to verify that ePlans is recognized as a Trusted Site Because of the amount of information transmitted between your computer and the ePlans server your browser may mistakenly identify ePlans as a malicious website By identifying it as a trusted site you can ensure
36. Cycle Group i Description Details Response Move this tred Will comply L 02 Aaron Ee to the other Layout pdf 2014 0918 side of the path Project Manager Yes Field verified L 02 20 14 0916 Carl Is this tree on 9 6 2014 1 Project Manager Layout pdf IT really here Label the Will comply L 02 Aaron HADAL building Layout pdf 2014 0918 Seneca Lodge 1 Project Manager 4 Click the Project File Markups tab at the top of the screen The top portion of the Project File Markups tab shows a list of every Changemark made on the drawing View the Consultant s response to each Changemark in the Response column at the right of the screen You can view all of a project s mark ups outside of the Workflow by generating a Project Markups Listing from the Reports tab Instructions for generating reports can be found in the Reporting section of the Other Functions tab Curent Sort Select i ad ui prt z 0185325 D A 37 La Mie _ F LM Cover Sheet pdf Y A 2014 2 05 33 PM 564 KB FB Aaron Seiner Bag x Compare mode Versioning available View history i mM L 02 Layout pdf 9118 2014 2 05 33 PM 220 KB 47 48 RYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION A IL MIN L rr y r Y 7 QA V N iNTYT TANT N A AV 4 N x f D AN m D Y A D AN y iV A NR y N j AVA AJ gt YE N AY U
37. EH A EUTC gt _ REQUIRED QAP CHECKLIST re REFERENCE CHECKLISTS Review Click Here for QAP Checklist Click Here for Construction Business Process Complete Click Here for Design Business Process checkbox Click to Access Project Review Complete Additional Vit additional review is needed Proceed to QAB Review Needed Review Complet y Additional Review Needed Save And Qese itional Review Needed ave And Gg H Save and Close 1 Anew task will appear in your Tasks List Click on the link entitled AdditionalReviewNeeded 2 A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 If your project is still in development and you need to go through another review cycle select the appropriate Plan Review Type and Review Percent from the dropdown menus and then click the Ad ditional Review Needed button at the bottom of the page This will restart the Workflow from the Determine Type or Percentage of Plan Review task All of the Changemarks plans comments and reports from the previous cycle will be saved and a new record will be created for the new review percentage 5 Ifyoujust completed the 100 review of your project click the checkbox next to No additional review is needed Proceed
38. Files 0 New ea Documents Di Er a Drawings Te Permissions sett Permitspofger XE EY 4 pr Photos X E or Rename ea Peocuremepi nd Contract X 2 ir ra ProjestCorrespondence amp G Reorder files lt fosas X 2 A f 721 ChangeMarkReports X mt Sr Add Folder Upload files Save Folder Order Add folder Expand curren Collapse all Save folder order 1 To edit a project s folder structure click the Edit sj Edit button in the main toolbar on the project s main page 2 Modify individual folders by using the icons to the right of the folder s name Modify subfolders by clicking the icon to the left of the folder s name Delete x Delete the folder and all of its contents including subfolders and their contents Permissions View and modify which users have access to view modify or download from a par ticular folder Rename A Change the title of a folder Reorder Files 3 Change the order in which files appear in the project s file list additional detail below Upload Files if Upload files to a folder This process is identical to the upload process outlined in the Project Manager s workflow 3 To change the order folders are viewed in the project s main page click on the folder L4 icon you wish to move and drag it to the location you wish to move it to Click the Save Folder Order Save Folder Order button when you are finished organizing folders 4 To create a new folder cli
39. IINIY OL NIN 138 JJ Z m O Task Name lt Task Name Upload project drawings G PDCO review cycle complete Responsible Group Responsible Group Consultant 20 Project Manager lt m Z S Z m m a lt Task Name m Task Name m Task Name Pre screen review Upload revised drawings gt Prepare eSignature Responsible Group Responsible Group y Responsible Group Project Manager Consultant 3 Project Manager lt J REJECT q m O Task Name Task Name Review revised drawings eSignature Responsible Group Responsible Group Project Manager Division Chief Task Name Upload revised drawings Responsible Group Consultant INOYddV Task Name Task Name Begin review cycle Additional review needed Responsible Group Responsible Group Project Manager Project Manager A a AAA AAA THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name QAP Approval Once a Project Manager has received the 100 revised drawing submission from the Consultant he or she will initiate the Quality Assurance Program QAP approval process This is one of the final tasks in the Workflow aimed at ensuring all the necessary components of a complete bid set are present The QAP Approval is the only task in the Workflow that cannot be skipped Activity Instructions Plan Review Type Project Manager Aaron ERNIE aaron HARR montgomeryparks opg Workflo
40. MISSION MONTGOMERY COUNTY PARKS Global Compare The Global File Compare tool expands the capabilities of the Brava viewer s Compare tool such that users can compare any two documents regardless of the project or folder they are housed in The only requirements are that a user must already have access to the project in which he or she wants to view documents and the user must also have an active task within a Workflow i Review mro Project Info Project File Markups Resources Resources tab Open File Compare File Select Project 2013 0103 2013 0211 E 2013 0103 El 2013 0211 Project search Current Submissions 7 Files 0 New Current Submissions 6 Files 0 New E L 01 Cover Sheet pdf k E final png H Lot Cover Sheet pdf j F L 02 Layout pdf P Select files i EME L 02 Leyout pdf ib ELO Grading pat E L 03 Grading pdf pa L 04 Details pdf Select File BBS L04 Detsils paf e ES Los Details pat I zA L 05 Details pdf i E L 08 Planting pdf 3 EE L 06 Planting pdf oa Documents Compa re H Documents 1 Files 0 New a Drawings selected files H Drawings H E Project Permits Folder i H Project Permits Folder H Photos Euer Photos H E Procurement and Contract 94 Procurement and Contract z H a Proiect Correspongertce z Compare Selected Files 1 Navigate to a project where you have an active task and click on that task to open the eForm It
41. O Team Review As Project Manager you are included in the PDCO Team Review by default so don t worry about adding yourself to the reviewers list 6 If there are external stakeholders or permitting agencies who are part of your project team they can be part of the PDCO Review Cycle You can do this by adding external reviewers to the External or Other user groups see the instructions for adding users to a project in the Project Startup section of the Project Manager tab and following the instructions in step 5 above Alternately you can obtain their comments outside of the ePlans Workflow Because external reviews often take longer than PDCO Team reviews coordinating external reviews outside of the ePlans Workflow will allow you to return PDCO Team comments to the Consultant in a more timely fashion 7 Set the Assignment type for each review group First in Group All users in the group will receive the task but once the first person receives the task it disappears from everyone else s Tasks List All in Group All users in each group selected will receive this task and all users must accept the task This is the default setting for this Workflow and the most common setting to use in the park development review process Individual The task is assigned to the individual user whose name is selected in the dropdown list to the right of the assignment type 8 The Project Manager s Notes field at the bottom of the eForm allow
42. Team member your main responsibility in the Workflow is to review the Consultant s drawings as they relate to your specific work program 1 Anew task will appear in your Tasks List Click on the link entitled PDCOTeamReview 2 A message will pop up asking if you want to accept the task Click OK Ok toacceptthe task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow The Project Manager has already filled out the type of project level of completion Percent Review and the deadline for you to complete your review Group Review Due Date Additionally the Project Manager s Notes field may include information about the submission you are about to review such as the location of the project files within ePlans 4 Toreview the Consultant s drawings click the link entitled Click to Access Project This will take you to the File List on the project s main page If there are no drawings in this submission relevant to your PDCO Team role you can skip to Step 20 of this task 5 The project s file list will appear on the left side of the screen Unless the Project Manager directs you otherwise the drawings for review should be in the Current Submissions folder Click the folder s name to see a thumbnail preview of all the drawings Hover your cursor over one of the thumbnails to see a slightly enl
43. To view a drawing click the drawing s name or its thumbnail image This will launch the Brava Viewer Use the toolbar at the bottom of the viewer to navigate around the drawing To view another drawing click on another drawing s name or thumbnail image View Folders Upload Files me Le Current Sot Select New Window View 0r S pAr X a Y BO 7101 Cover Sheet pot 9 17 2014 3 13 31 PM 584 KB Side Panel View FE Aaron 3355 a E urn Er oy Ze Cy aX m 9117 2014 3 13 31 PM 194 KB eN on L 02 Layout pdf r Thumbnail rea MS Aaron preview Enlarged preview fea TE MS Li E _ nme p tt THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Annotate Redact Measure r Publish Drawing in new window wa Seneca Lodge Tent Pad j ni A rr es pees MIS Amiga Caas bpas fun 3 en Camp Seneca Special Pa I e gl r 1 eee beeen gt _ LOON E bee L Re E Navigation A tools see below Zoom button slide right to zoom in slide left to zoom out 8 At this point you can use the Changemarks tool to make individual comments on each drawing Refer to the PDCO Team Review task for detailed instructions on making Changemarks 9 Once you have completed your review of all the drawings return to the eForm to complete the task Select o
44. Y 1 N You can view and edit Changemarks within the context of an individual drawing by following the in structions in Step 7 of the Compile PDCO Team Comments task You can also compare the revised drawings with the original drawings by using the Versioning tool available on any drawing that has a red V2 or V3 V4 etc next to its name Click the View History X icon beneath the file name you want to view and the File Details Versioning and History page will ap pear in a new window Click the Compare Mode link at the top of the screen Select the two versions of the file you want to compare by checking the checkbox next to the appropri ate version number Click the Compare Compare button at the bottom of the screen to open the Brava Viewer Version checkbox 10 You can also compare two drawings within the same folder by clicking the checkbox next to each 11 12 13 drawing s name and clicking the Compare Checked Files 4 15 icon at the top of the project s file list This will bypass the File Details Versioning and History page and open the Brava Viewer directly You can compare drawings in different folders or different projects by using the Global Compare tool See in structions in the Other Functions tab The Brava Viewer is configured to load two versions side by side as the default view and the oldest version will always be on the left You can also overlay the two file
45. Y COUNTY PARKS Publishing Changemarks After each PDCO Team Review it is a good idea to save a record copy of all the Changemarks made on the Consultant s drawings ePlans allows you to embed the Changemarks into each drawing or to save a comprehensive list of every Changemark made for an entire project P bd R L 02 Layout pdf V3 Annotate Review r y E OF TENT on PANG EXPANSION s e ONCRETE A g Enr Post io ane m STONE CLA cha SEATWALL T 1 DRANAGE Loa scvprur CAT uT ILOS nern Du se i zu Mi A al pima Ep i A na H ipepe i A r or eS a D Redact Measure Publish PDF Publish Options Pages Size Use default page size 36 00 x 24 00 in T Fitto 150 AO 1189 x 841 mm E Layering Output F Hyperlinks All pages Remove Remove hidden text Designated pages Coloring Document Original Colors Rotation Markup Original Colors Security Password protect Burn In current markups U Insert markup as PDF comments F Append Changemarks notes Confirm A ESTs Create Watermark Banners PDF A 1b compatible Fit document Watermark Banners within banners Publish Publish The Marylan era nal Capital Park and Plar ommission MA u a e ey e SCALE 1 10 0 DWG Hu YA Seneca Lodge Tent Pad
46. act documents meets the standards set forth by Montgomery County Parks See page 79 for an overview of allofthe QAP Officer s tasks in the Workflow Radio Button A graphic element that allows users to make only one selection from a number of options Deselected Radio Button Selected Radio Button Reaccept To re open a user s task once e or she has already completed it Tasks can only be reaccepted within the current step of the Workflow and only a Project Manager has the ability to reaccept a task on a user s behalf See page 43 for instructions on how to reaccept a task Reassign To give one user s task to another user A Project Manager can reassign any unaccepted task from one user to another within the same group A Project Manager can also reassign a task to himself or herself to advance a workflow See page 38 for instructions on reassigning tasks Reject The submitted documents are not acceptable and must be returned to their author for revisions before moving on Clicking on the Reject button will restart the task at hand Review Cycle The entire sequence of tasks required to complete a Workflow one time through Save and Close Save amp Close An option for users who wish to save their progress within a specific task and return to ePlans to complete the task at a later date Clicking the Save and Close or Save amp Close button in an eForm will save the user s progress and close the eForm window To re
47. ad the files Once you are finished uploading files return to the eForm Ifyou closed the eForm you can get back to it by clicking on the task in the Tasks List see Step 2 Click the Complete Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure you want to complete this task If so click the OK L ar button Ifyou want to leave ePlans and finish this task later click the Save and Close Save and Close button You are now finished with this task and it will disappear from your Task List You can upload additional files at any time by going to the folder list at the left side of the project s Main Page and following steps 6 11 above Upload files Select fles to upload L 01 Cover Sheet pdf 564 13 KE L 02 Layout pdf 193 50KB X L 03 Grading pdf 312 57 KB Drag and Drop L 04 Details pdf 292 0 KB Files Here SSS SS Se L 05 Details pdf 315 71 KB L 06 Planting pdf 252 49 KB Total Upload URL Upload URL URL Display Name URL Display Name URL 62 URL Upload URL Upload UAL Notes THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Upload Revised Drawings Following Pre Screen Review The Project Manager will review the drawings you uploaded to make sure they are ready to be sent to the PDCO Team for their review If the Project Manager finds any issues that will hin
48. additional comments you can re open their review by clicking the Reaccept link under the Action column of the task list The task will then re appear in that PDCO Team member s task list El Show All Tasks For All Users Task Attached To Status Priority Due date Created On Updated On Updated By PDCOTeam aaron montgomenyparks Complete 9 19 2014 9 17 2014 9 18 2014 aaron 23 montgom Reaccept POCOTeam Project Manager Accepted 192014 3947 2014 9118 2014 aaron 32 23 amontgom Reassiqn Page 1 011 2 items 5 YoucanendaPDCOTeamReview early by clickingthe Skip PendingTasks button on the bottom of the eForm You will be asked to make sure that you want to skip all pending tasks If so click the OK button 6 Click the Complete Complete button at the bottom of the eForm to finish the PDCO Team Re view task You will be asked to make sure that you want to complete the PDCO Team Review If so Click OK ok The status of all PDCO Team members will change to Complete for this task and it will be removed from their Tasks List Once you click the Complete button you cannot review the PDCO Team Review Task within the eForm PDCO Team members are still able to make Changemarks on the drawings but they will not be visible on the eForm POCO USER 1 POCO GROUP ICOS AVOLVESOFTWARE COM VIEW CHECKLIST POCO USER Z POCO GROUP ICOSB AVOLVESOFTWARE COM Complete Skip Pending Task
49. arged preview The File Management section under the Other Functions tab contains additional details about the different functions available in the file list Expand current Collapse del View Folders Upload Files E F E AAA 15 CCCCC DDDD TEST ee i pu ft e 2 7 V Oa Current Submissions 6 Files 18 New 0R ee Pals DD a X ss el 7 1 01 Cover Sheet pdf e 9 17 2014 3 12 31 PM 564 KB E Tal Aaron gt Side Panel View prey I SE Documents LA Project Reports Project Agreements lt hal i Drawing name Thumbnail preview Enlarged preview 9 09 Drawings 1 54 Project Permits Folder a Procurement and Contract a Project Correspondence H E Uploads i ChangeMarkRe a ES au a 7 UJ THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 6 Before viewing the Consultant s drawings set your viewer preference by clicking the radio button for the view you would like to use Side Panel View The drawings will appear in the same window as the file list in the place of the Project Info Panel This setting reduces the number of windows you have open making desk top navigation simpler New Window View Each drawing selected will open a new window This setting allows for a larger viewing area for each drawing but you will have to shuffle through multiple windows 7 To view a drawing click the drawings name or its thum
50. ark Sligo Cabin Neighborhood Park E07 Stoneybrook Local Park Sligo Creek Golf Course Property E08 Strathmore Local Park Sligo Creek North Neighborhood Park E09 Stratton Local Park Sligo Creek Stream Valley Park E10 Strawberry Knoll Local Park Sligo Creek Stream Valley Park Unit 1 L15 Sugarland Special Park Sligo Creek Stream Valley Park Unit 1A FO7 Sundown Road Local Park Sligo Creek Stream Valley Park Unit 2 E11 Takoma Piney Branch Local Park Sligo Creek Stream Valley Park Unit 3 B78 Takoma Park Neighborhood Park Sligo Creek Stream Valley Park Unit 4 B79 Takoma Park South Neighborhood Park Sligo Creek Stream Valley Park Unit 5 A19 Takoma Urban Park Sligo Elementary School Property M58 Takoma Langley Community Center Property Sligo Mill NCA B55 Tamarack Neighborhood Park Sligo Mill Overlook Neighborhood Park E51 Tanglewood Neighborhood Park Sligo Parkway Property S06 Ten Mile Creek Conservation Park Sligo Bennington Neighborhood Park J31 Ten Mile Creek Greenway Stream Valley Park Sligo Dennis Avenue Local Park E12 Tilden Woods Local Park Snowdens Mill Pond Property J32 Tilden Woods Stream Valley Park Somerset County Property E52 Timberlawn Local Park South Four Corners Neighborhood Park B56 Tobytown Neighborhood Park South Germantown Maintenance Yard E72 Traville Local Park 007 South Germantown Mini Golf Splash Play M18 Trolley Museum Property ground Area C27 Tuckerman NCA M02 South Germantown Montgomery Tennis C28 Twinpo
51. arspring Local Park Cloverly Local Park Colesville Local Park Colesville Manor Neighborhood Park College View Neighborhood Park Colt Terrace Neighborhood Park Columbia Local Park Concord Local Park Connecticut Avenue Neighborhood Park Countryside Neighborhood Park Crabbs Branch Stream Valley Park Cross Creek Club Local Park Dale Drive Neighborhood Park Damascus Neighborhood Park Damascus Recreational Park Darby Historical Cultural Park Darnestown Heritage Park Darnestown Local Park Dartmouth NCA Derwood Station Neighborhood Park Dewey Local Park Dickerson Conservation Park Dickerson Local Park Dowden s Ordinary Special Park Drake Drive NCA Druid Drive Neighborhood Park Dry Seneca Creek Stream Valley Park Dry Seneca Creek Stream Valley Unit 1 Dry Seneca Creek Stream Valley Unit 2 Dufief Local Park Duvall Road NCA East Norbeck Local Park East Silver Spring Urban Park East West Highway NCA Edgewood Neighborhood Park Edith Throckmorton Neighborhood Park Ednor Local Park Ednor Recreation Building Property Ellsworth Urban Park Elm Street Urban Park Elmhirst Parkway NCA Emory Grove Community Garden Park Emory Grove Hills NCA C11 M38 B12 C41 M60 G04 A11 D38 D39 A12 D40 D41 A13 E50 B13 B14 B16 E71 B17 B18 B19 D43 B20 D44 D45 A25 A28 B21 B22 FO5 B23 D47 A27 English Court NCA English Manor Neighborhood Park Evans Parkway Neighborhood Park Fairdale Road NCA Fairland Gunpow
52. ator in the Project Info Page See page 20 See page 24 for an overview of all of the Project Manager s tasks within the Workflow Project Role See Group Project Template A collection of default settings most commonly used for Park Development projects The project template can be used as is or customized to meet the needs of each specific project Most projects will not require any changes to the template The workflow described in this manual uses the PARKS Project template See page 27 for instructions on editing the project template QAP Quality Assurance Program An initiative of the Park Development Division to assure the profes sional quality and uniform format of construction documents QAP Checklist A guide for Project Managers and Consultants to verify that construction documents meet the standards and requirements developed by the Park Development Division for document con tent and format prior to issuing them for procurement and construction The QAP Checklist must be completed by the Project Manager and verified by the QAP Officer prior beginning the procurement process See page 52 for instructions to the Project Manager on preparing the QAP Checklist See page 79 for instructions to the QAP Officer on verifying the QAP Checklist QAP Officer The last person to review a set of contract documents before they go out to bid Following a standard checklist of requirements the QAP officer ensures that a set of contr
53. bnail image This will launch the Brava Viewer Use the toolbar at the bottom of the viewer to navigate around the drawing To view another drawing click on another drawing s name or thumbnail image 8 To conduct your review click the Annotate RAUGI button at the top of the Brava Viewer and a tool bar will appear to the left of the drawing aa E Annotate Review Redact Measure r Publish Save as Annotate Annotate toolbar Changemark tools Aaron 777777709 18 2014 10 43 AM Move this tree to the other side of the path Changemark oT Changemarks list Changemark description Zoom and pan tools Seneca Lodge Tent Pad 4 Camp Seneca Special Park um nn Wo BER A Oe Changemark arrow Changemark Changemark revision cloud Changemark Changemark text highlight highlight 4 Changemark N 9 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION OMERY COUNTY PARKS Click the small arrow to the right of the Changemarks f icon to expand the Changemarks toolbar Click the appropriate icon described below to initiate aChangemark and then select the location for your Changemark Changemark amp Creates a Changemark note looks like a Post It Note without any associated line work Click once in the drawing at the desired location to create Click and hold to resize pri Changemark Text
54. cess of reviewing the drawings This is the default status You can click the Save and Close button at the bottom of the screen to save your work and return ata later time You cannot click the Review Complete button while your status is in review Corrections Required You have entered Changemarks for the Consultant to address during the next stage of work Approved You have reviewed the Consultant s drawings and have no comments No Review Required There are no drawings in this submission that are relevant to your PDCO Team role After selecting Corrections Required Approved or No Review Required from the dropdown menu click the Plan Review And Or Assignment Complete checkbox You can also enter general notes in the text box at the right side of the screen Click the Complete Review Complete Review button at the bottom of the eForm to fin ish the task and move on You will be asked if you are sure that you want to complete this task If so Click OK Ifyou want to leave ePlans and finish this task later click the Save and Close Save and Close button During his or her review of the PDCO Team s comments the Project Manager may request additional information from you If this happens you will receive an email notifying you of a new task in your task bar Click the task and scroll down to your username in the Group Review list The PM Comments field will display notes from the Project Manager Respo
55. checklist you wish to complete This will open the checklist in anew window 2 Atthetop of the page click the checkbox for all the relevant steps within the process and click the Select Items button at the bottom of the page This will move all the checked items into the form at the bottom of the page For the QAP Checklist you will need to select all of the steps You can do this by clicking the Check All Check All button Make sure you have met all items on checklist If an item is not needed for the project select N A Check All 7 COVERSHEET 001 Standardized Cover Sheet COVERSHEET 002 Standardized Title Block w M NCPPC Logo signatures and dates COVERSHEET 003 Project Title and Project Address Selection checkboxes COVERSHEET 004 BID 006 Vicinity Map of the Project w North Arrow Cost estimate reflects market conditions amp recent bids BID 007 Contingent Items used as applicable Select Items 4 Asyou complete each item on the checklist you can change the status to Met and enter notes in the PM Comment field 5 You can close this window to return to the eForm Check here to display only the items that are set as Not Met MAA DESCRIPTION STATUS PM COMMENT RESPONSE COVERSHEET Standardized Cover Sheet gt Not m F N A Met Status el COVERSHEET Standardized Title Block w M 002 Logo signaturss emdT tes Not Met N A Me
56. chweinhaut Center Property Martin Luther King Jr Maintenance Yard Martin Luther King Recreational Park Matthew Henson State Park Stream Valley Park Matthew Henson State Park Unit 1 Matthew Henson State Park Unit 2 Matthew Henson State Park Unit 3 Matthew Henson State Park Unit 4 Maydale Conservation Park Mccrillis Gardens Special Park Mckenney Hills Neighborhood Park Mcknew Conservation Park Mcknew Local Park White Flint Neighborhood Park Meadowbrook Annex Property Meadowbrook Local Park Meadowbrook Maintenance Yard Property Meadowbrook Riding Stables Property Meadowood Local Park Meadowside Nature Center Property Merrimac Neighborhood Park Metro Urban Park Middlebrook Hill NCA Middlevale Neighborhood Park Miles Road NCA Mill Creek Stream Valley Park Mill Creek Towne Local Park 119 120 P32 D79 D80 D81 J24 C18 Milton M Kaufmann Park Mineral Springs NCA Montgomery Hills Neighborhood Park Montgomery Parks Landfill Property Montgomery Regional Office Mro Property Mount Zion Local Park Moyer Road Local Park Muddy Branch Stream Valley Park Muddy Branch Stream Valley Park Unit 1 Muddy Branch Stream Valley Park Unit 2 Muddy Branch Stream Valley Park Unit 3 Muncaster Manor Local Park Muncaster Recreational Park Needwood Boat Rental Area Needwood Mansion Property Needwood Snack Bar Area Needwood Visitor Center Property New Hampshire Estates Neighborhood Park New Hope Island Conservation Park Newpo
57. ck the Add Folder link at the bottom of the folder structure 95 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 5 During the PDCO Team review process it may be helpful to change the order in which files appear in the project s file list to reflect the order drawings will ultimately appear in the bid set Click the Reorder Files 4 icon to bring up a new window You can use the dropdown menu to automatically sort the files to different parameters or you can manually create a file order Click the file or files you wish to move and then click one of the buttons at the right of the screen to move the file or files to the de sired location When you are finished click the Save Order Save Order button The next time anyone opens the project s File List the files will appear in the order you saved Selected Folder Current Submissions Auto Sort dropdown Auto Sort menu Custom Save Oger Custom Sort L 01 Cover Sheet pe Select files L 02 Layout pdt L 03 Grading pdt L 04 Details pdt L 05 Details pdt L 06 Planting pdf oP Move file s to top Top Move file s up one space Move file s Mit down one Space Bottom Move file s to bottom 96 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS File Management Once a phase of a project is complete you may want to create a record set of Consultant submissions or move older
58. cklist Click Here for Construction Business Process Click Here for Design Business Process Click to Access Project Complete Save And Close f QAP Checklist This checklist is to be prepared by the Project Manager following the acceptance of the 100 Construction Documents from the Consultant It is then sent on to the QAP Officer to ensure all the requirements of a set of contract documents are included before the set goes out to bid This is the only step in the Workflow that cannot be skipped so the checklist is provided throughout the Workflow to ensure the requirements are being met as the Consultant is developing their drawings Construction Business Process Checklist This checklist is used to facilitate the transition from the design phase to the construction phase of a project The checklist ensures a clear line of communication be tween the Project Manager Construction Manager Construction Inspector and Contractor Design Business Process Checklist This checklist outlines all of the coordination steps within a design process The Project Manager should use this checklist to ensure that he or she keeps all relevant parties in the loop throughout the process and receives the appropriate approvals to proceed with bidding and construction The ePlans Workflow was created based on this checklist THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 1 Click the link for the
59. comments waiting for them to address before moving on to the next review cycle Clicking this button allows the consultant the view the list of Changemarks in the Project File Markups tab If the Consultant is not required to make any revisions click the No Revisions Needed button Clicking the No Revisions Needed button means the con sultant will not be able to view any Changemarks under the Project File Markups tab of the eForm The Consultant can still view markups on the project file list of the project s main page 45 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Review Revised Drawings After the Consultant revises their drawings you will need to conduct another review to make sure all of the PDCO Team and external reviewers comments have been addressed This task is similar to the Pre Screen Review and can be repeated until the Consultant has satisfactorily addressed all of the comments provided to them Project Construction Plans 15 Review Project File Markups J Activity 1 Instructions Workflow Activity Name MNCPPC_ParksWorkflow ReviewRevisedDrawings O Activity Instructions vie wings to ensure all cc eteen adequately addresse 1 Plan Review ag ne of Accent E zu Type Current User Logon HEN 7 Review Percent ln REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Plan Review Types Review Percent Resubmission 1 Due Date Cl
60. creational Park Laytonsville Local Park Leaman Local Park Leland Neighborhood Park Leland Beach Triangle NCA Little Bennett Camp Ground Little Bennett Creek Stream Valley Park Little Bennett Golf Course Property Little Bennett Maintenance Yard Property Little Bennett Regional Park Little Falls Stream Valley Park Little Falls Stream Valley Park Unit 1 Little Falls Stream Valley Park Unit 2 Little Seneca Greenway Stream Valley Park Little Seneca Stream Valley Park Little Seneca Stream Valley Park Unit 1 Little Seneca Stream Valley Park Unit 2 Little Seneca Stream Valley Park Unit 3 Little Seneca Stream Valley Park Unit 4 Locust Grove Nature Center Property Locust Hill Neighborhood Park Long Branch Local Park Long Branch Stream Valley Park Long Branch Stream Valley Unit 1 Long Branch Stream Valley Unit 1A Long Branch Stream Valley Unit 3 Long Branch Arliss Neighborhood Park Long Branch Garland Neighborhood Park Long Branch Wayne Local Park Longwood Local Park Luxmanor Local Park Lynnbrook Local Park Magruder Branch Stream Valley Park Magruder Branch Stream Valley Park Unit 1 P77 C48 E65 C36 X06 D71 M20 N32 HO2 J20 LO9 L11 L19 L20 S04 LO1 B34 S08 E36 B62 N22 FO8 NO3 MO9 D72 M10 B35 A16 C15 D74 C42 J21 D75 Magruder Branch Stream Valley Park Unit 2 Maiden Lane Urban Park Manor Oaks Local Park Manor Park NCA Maple Avenue Community Garden Maplewood Alta Vista Local Park Margaret S
61. d open the drawing in the Brava Viewer and click the Review button at the top of the viewer Select the layer name you want to view and click OK Click the Takeoff amp tab at the top of the Takeoff menu Aa a lr Annotate Redact Takeoff Publish gt m IB 150 41 Srap E Show leader MIE O Hoag CONTROL JOINT TYP gt Sf sh a Tal gt DA gt E A A CS EXPANSION JOINT TYP NR 4 gt L04 oe Nee NN i Z PRY 5 Total Length x LED ame 73 ft 6 in Export Edit Delete Export Category v Takeoff export Categories Select all Save to clipboard Save to file Close Current Scale Calibrated THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Reporting Any time a user performs an action in ePlans a record of that action is saved to the ePlans server Using this information ePlans users can generate a number of different reports to find out various activities occurring in their projects Reports are available through the project s main page AAA 15 CCCCC DDDD TEST e Back Forward Projects Profile a gA Logout admin Project Reports Main Contact fe Project Reports G Tasks List Info Notes E Edit Expand current Collapse lt A Test Project Reports tab El AAA 1 5 CCCCC DDDD TEST Project I
62. d existing project files and information Responsible Group Project Manager Task Name Upload project drawings Responsible Group Consultant Task Name Pre screen review Responsible Group Project Manager REJECT Task Name Upload revised drawings Responsible Group Consultant Task Name Begin review cycle Responsible Group Project Manager INOYddV 03033N MIIA3Y 3Y SIA 193 38 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Review bid documents Responsible Group Project Manager Task Name PDCO team review Responsible Group PDCO team Task Name Prepare QAP Checklist Responsible Group Project Manager Task Name Compile PDCO comments Responsible Group Project Manager 93M3IN38 OL NIN LIY Task Name QAP Approval Responsible Group QAP Officer Task Name PDCO review cycle complete Responsible Group Project Manager Task Name Prepare eSignature Responsible Group Project Manager Task Name Upload revised drawings Responsible Group Consultant QAIAOYddVY M3IAIY ON Task Name Review revised drawings Responsible Group Project Manager Task Name Additional review needed Responsible Group Project Manager 193 38 87 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name ESignature After the QAP Officer dete
63. d the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 Review and revise all the bid documents as necessary to prepare them for the QAP Officer s review You can upload and review these documents in ePlans if you choose The Brava Viewer has the capability to review compare and mark up text documents 5 Click the Complete button at the bottom of the eForm to finish this task and move on You will be asked if you are sure you want to complete this task If so click OK ou want to leave ePlans and finish this task later click the Save and Close Save and Close button 51 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Prepare QAP Checklist Before going out to bid all construction projects must go through the Quality Assurance Program QAP This process ensures that a set of bid documents meets the standards adopted by the Park Development Division The QAP Review is the one step of the workflow that cannot be bypassed Project Construction Plans 1 i Review Info Project Info Contact Info Status Project File Markups Resources Project Manager Aaron EHRE aaron H0RB Emontgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow PrepareQAPChecklist Activity Instructions o the a F ur Activity u l a Instructions Current User Logon Aaron EHIB
64. der Golf Course Property Fairland Recreational Park Fairview Road Urban Park Falls Road Local Park Farmland Drive Local Park Fenton Street Urban Park Fernwood Local Park Fleming Local Park Flower Avenue Urban Park Flower Hill Local Park Flower Valley Neighborhood Park Forest Glen Neighborhood Park Forest Grove Neighborhood Park Fountain Hills Local Park Fox Chapel Neighborhood Park Fox Hills West Neighborhood Park Garrett Park Waverly Neighborhood Park Garrett Park Estates Local Park General Getty Neighborhood Park Georgian Forest Local Park Germantown East Local Park Germantown Square Urban Park Germantown Town Center Urban Park Glen Echo Heights Neighborhood Park Glen Haven Neighborhood Park Glen Hills Local Park Glen Mar Neighborhood Park Glenfield Local Park Glenmont Greenway Urban Park 117 118 Glenmont Local Park Good Hope Local Park Goshen Branch Stream Valley Park Goshen Elm Conservation Park Goshen Recreational Park Great Seneca Stream Valley Park Great Seneca Stream Valley Park Unit 1 Great Seneca Stream Valley Park Unit 2 Great Seneca Stream Valley Park Unit 3 Great Seneca Stream Valley Park Unit 4 Great Seneca Stream Valley Park Unit 5 Great Seneca Stream Valley Park Unit 6 Great Seneca Stream Valley Park Unit 7 Great Seneca Stream Valley Park Unit 8 Great Seneca Stream Valley Park Unit 9 Green Farm Conservation Park Greenbriar Local Park Greenway Village Neighborhood Park Greenwich Nei
65. der a complete PDCO Team review he or she will reject the drawings and request that you revise your drawings and upload them a gain If your drawings are approved on the first submission you will skip this task Project Construction Plans 15 Review Pi Activity Instructions Review Info _ Contact Info Em Project File Markups Plan Review Type Review Percent Project Manager Aaron 8 88 aaron BE Amontgomeryparks ora Return to main page Workflow Activity Name Activity Instructions SSS AAA A MNCPPC_ParksWorkflow UploadRevisedProjectDrawings Current User Logon Aaron E Eigr BE aaron H4 BEamontgemferyparks ore Cata Plan Review Types HjEGE SON SU PCD Elda Review Percent 159 A A 3 A A 3 a A 3 3 4 REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS d Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Corrected documents checkbox Click to Access Project SEILER Comments v from project e uploaded the corrected documents and or drawings as indicated below The title block lists the incorrect project name Include a graphi scale and north arrow on all drawings Upload each drawing as an individual file rotated to the proper orientation Comments to Project Manager Corrections Complete Save and Close A SA LOLA A Consultant s AA
66. does not matter which project you use to get into an eForm you will have the opportunity to select the projects where your files are housed in a later step Click the Resources tab at the top of the eForm In the first Select Project field begin typing the name or number of the project that holds the first file you want to compare A dropdown menu will appear containing all of the projects that contain the characters you just typed Select a project and its file structure will appear in the Select File field As you type more characters the list of possible projects should shrink 4 Repeat Step 3 in the second Select Project field for the project that holds the second file you want to compare 5 In each Select File field navigate to the files you want to compare and click the radio button for each file 6 Click the Compare Selected Files Compare Selected Files button to open the Brava Viewer The Brava Viewer is configured to load two versions side by side as the default view and the Open File will always be on the left You can also overlay the two files viewing only elements that have been added green elements that have been deleted red and elements that remain unchanged between the two files The toolbar at the bottom of the screen allows you to toggle be tween the different views 107 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Publish
67. e view you can re open their task Navigate to the project s task list and click the Show All Tasks for All Users checkbox Find the PDCO team member s name and click the Reaccept link in the far right column of the list The task should reappear in the PDCO team member s task list Fl Show All Tasks For All Users Task Attached To Status Priority Due date Created On Updated On Updated By Action PDCOTeam aaron 4 montgomeryparks Complete 9 19 2014 9 17 2014 9418 2014 aaron 15 23 montgom Reaccept POCOTeam Project Manager Accepted 9 19 2014 9 17 2014 9 18 2014 aaron 39 4emontgom Reassiqn Page 1 of 1 2 items 43 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name PDCO Review Cycle Complete Once you have coordinated all of the PDCO Team comments and comments from external reviewers you are ready to send all of the comments to the Consultant for their action Project Construction Plans 15 Review PARK Review Info Project Manager Workflow Activity Name Activity Instructions Current User Logon Plan Review Types Review Percent Consultant Resubmit Due Date Aaron ERARA aaron HAB REmontgomeryparks org MNCPPC_ParksWorkflow PDCOReviewCycleComplete Aaron PFARA aaron HARE montg omerypark org REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click He
68. e All websites in this zone will use the zone s security settings Add this website to the zone s eplans montgomeryplanning org projec ox Websites Add https imncppc kronoshosting com 4 Type or paste the main ePlans web address https eplans montgomeryplanning org projectdox and click the Add button Click the Close button to return to the Internet Options menu 6 Either click the OK button to return to Internet Explorer or follow the instructions on the next page to disable your Pop Up Blocker THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Disabling Pop Up Blocker For ePlans to function properly the platform must be able to automatically open new windows within your internet browser To make sure the browser allows this you will need to disable the Pop Up Blocker for ePlans The following steps apply to Internet Explorer but similar steps can be followed for other browsers Internet Options B P R General Security Privacy Content Connections Programs Advanced Print settings File Select a setting for the Internet zone Zoom 100 Had um Safety Blocks third party cookies that do not have a compact View downloads Ctrl PC pokey ye ii ki Blocks third party cookies that save information that can Manage add ons be used to contact you without your explicit consent mae a Restricts first party cookies tha
69. e the same information at the same time facilitating communication and higher productivity Here is what ePlans does to enable online project information management e All of the shared project information documents drawings 3D models annotations project Email discussion threads and faxes is centralized in one location so it is visible accessible and usable by everyone who needs it e The user friendly interface makes it easy for users at all technical skill levels to leverage the power tools in ePlans e Permissions and roles based security restrictions are configured and applied so that only appropriate personnel have access to project information as well as subsets of that information e Using electronic Workflows and eForms the flow of critical information from one person to the next is tightly controlled in order to maintain schedules and enforce accountability e ePlans uses version control to track changes within a document e Automation features make sure that when activity takes place in the workspace those who need the updated information are informed immediately THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS e Plan document and markup viewing tools online discussions and group Email provide for timely information and a more productive review for the whole team e Complete details of all workspace activity are recorded comprising a complete audit trail for docu
70. ePlans Comprehensive User Guide Draft Version 2 0 January 2015 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Table of Contents INTRODUCTION 5 About This Document 7 Purpose 8 Project Roles 9 Workflow Overview 11 Quick Reference 12 GETTING STARTED 13 Technical Requirements 15 Logging in For the First Time 15 Logging in After the First Time 17 Active Projects Screen 18 Accessing Projects 19 WORKFLOWS 23 Project Manager 23 Consultant 57 PDCO Team 69 QAP Officer 79 Division Chief 85 OTHER FUNCTIONS 91 Reference Checklists 93 Folder Management 95 File Management 97 Measure Tools 99 Takeoff Tools 101 Reporting 103 Publishing Changemarks 105 Global Compare 107 APPENDIX 109 Allow Trusted Sites 111 Disabling Pop Up Blocker 113 Park Facility Codes 115 GLOSSARY 125 INIRODUCTION THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS About This Document ePlans is a powerful tool that streamlines the design review process and improves accountability among all ofthe process s participants The review process and the software have been set up to maximize flex ibility allowing the Project Manager the ability to utilize as many or as few of the available features as he or she is comfortable with While each project begins with a standard template that template can be modified to meet the specific needs of each individual project The intent of
71. ecklist click the Update Correction List button to save the checklist then click the Close Close button to return to the eForm Ifyou need to stop working and return to this step later click the Update Correc tion List button and then the Close button to save your progress Click the link entitled Click Here for QAP Checklist on the eForm to return to this point If there are items in the QAP Checklist that need further action from the Project Manager enter your comments in the QAP Officer Comments field at the bottom of the eForm and click the QAP Not approved QAP Not Approved button at the bottom of the eForm This will notify the Project Manager that he or she must make revisions before the QAP Checklist can be approved This task can be repeated for as many times as it takes until you are comfortable approving the checklist When all the requirements in the QAP Checklist have been met click the Complete Complete button to notify the Project Manager You will be asked if you are sure that you want to complete this task If so click OK Ifyou want to leave ePlans and finish this task later click the Save and Close Save and Close button You are now finished with this task and it will disappear from your Tasks List 8 UJ WORKFLOWS DIVISION CHIEF Division Chief This section describes the Division Chief s task within the Workflow Task Name Determine type or percentage of plan review uploa
72. ect that may participate in a limited number of review cycles or have special permissions apart from those granted to other groups THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Workflow Overview The flow chart below provides an overview of the steps involved in the ePlans review process This chart is referred to as the Workflow 93M3IN38 OL NYN LIY 03033N MIIA3Y 39 SIA QAIAOYddVY M3IAIY ON REJECT INOYddV 11 Quick Reference THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Below are some of the most common icons found throughout ePlans You can also learn an icon s function by hovering your mouse pointer over that icon to see a brief description Project icons Revoke bermissions Topics Notes Topics Notes dont Exist View Project information Send TeamMail to project or Display calendar Click to select date User logged in Not logged in Folder Icons Find Topic or Note in Folder Download Folder View or Manage Folder Permissions subscribe to this Folder for email Motification Currently subscribed to this Folder Inhent parent permissions Subscribed to a folder subfolders Edit selected folder metadata File Icons Delete File Topics Notes Exist Topics Notes dont Exist View File in Separate Window View File in Markup Exists for this Fi
73. ecto Components drag the icon below to your desktop Click here to add ePlans GEV 3 3 3 1 to your Favorites ProjectDox ePlans desktop Add ePlans to Components shortcut your bookmarks installer 16 6 Once you successfully log in you will be taken to your User Profile page where you willneed to reset your temporary password create a security question and answer and enter some additional infor mation about yourself Be sure to keep your new password in a safe place The security question and answer are used to reset your password should you ever forget it 7 Fill in all of the required fields those marked with a red asterisk and click the Save save button Once logged in you can return to this screen at any time by clicking the Profile Profile button on the main toolbar 8 After saving your profile information you will be directed to the Projects screen Reset password Change Password Password Reset Question amp Answer urent password security question Whatis the name of your first dog New password security answer lt Answer has been encrypted Confirm new password Secu rity Password must not contain special characters must contain at least one digit and one alphabetic character and must be beiween 6 and 20 characters question Profile Information Contact User Project Group Information Metadata Membership Membership Save button Save Required field e La
74. ects or tasks Tasks List The Tasks List shows any tasks requiring your action across all of your projects Clicking the task will take you to the eForm for that task there you can get further instructions for completing the task Tasks in red are past their due date Accessing Projects When you click on a project number in your Active Projects List you will be taken to that project s main page Here you can access all of the files that have been uploaded to that particular project view project information and communicate with other members of the project team AAA 15 CCCCC DDDD TEST Back Forward Projects Profile 2 44 Loge Main toolbar Expand current Collapse A Test Proje E AAA 15 CCCCC DDDD TEST a Project Info Reports Project name Project Number AAA 15 CCCCC DBBELIEST Bee Ea Current Submissions Fe Project Name Test Pres E Documents BUE Drawings H E Project Permits Folder H E Photos H E Procurement and Contract ntact Information Mo image exists Map Config Name Location momen County Reports tab A Project Correspondence Primary Contact H E Uploads 39 ChangeMarkRepons Project info tab Primary Contact s Email Primary Contact s Phone Application Type Parcel ID Project files list Aaron sole Project Coordinator Project Coordinator s Email aaron mmontgomenparks org Gregory 2028 Shuchi Steve Es Aaront ERA sa
75. ed in the drawings Not Met The item has not been addressed in the drawings Go back and incorporate this items in your bid document The Workflow prevents you from sending your project to the QAP Officer if any items are marked Not Met 53 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Check here to display only the items that are set as Not Met ID DESCRIPTION STATUS PM COMMENT RESPONSE COVERSHEET gt Not Status Standardized CO 001 o E N A Met Met Project COVERSHEET Standardized Title Block w M NCPPC No Manager 002 Logo signatures and dates A RER comment COVERSHEET Project Title and Project Address Not 003 NIA Met u J Not 004 N A 9 Met Met BID 006 Cost estimate reflects market conditions amp recent bids Not N A Met NOt Close ontingent Items used as applicable Er Ei PETE Ei IEE EE Estel Ei FERN Ei EEN BE e COVERSHEET Vicinity Map ofthe Project w North Arrow H BID 007 Met Update correction list 9 When you have finished your review of the checklist click the Update Correction List Update Correction List button to save the checklist and then click the Close Close button to return to the eForm f you need to stop work in the middle of this step and return to it later click the Update Correction List button and then Close to save your progress Click the QAP Checklist li
76. flows are animated in a video The online training video can be found at http montgomeryparks org pdd eplans story html e While you are inside the ePlans platform you can click on the Help icon on the main toolbar see the Getting Started section of this guide There is a lot of useful information in the ePlans help site that is not covered in this manual Use the index or search functions to find instructions on specific aspects of ePlans e The Brava Tool Tips user guide provides you with an in depth description of all of the features that are available in the Brava Viewer The user guide is available online at the following address ftp ftp info graph com brava Brava_7 0_Tool_Tips pdf e A training presentation has been created by Avolve Software and was given to Project Managers and PDCO Team members when ePlans was initially launched Contact a Network Administrator for a copy of this presentation Purpose ePlans is an online document review storage and submittal platform created by Avolve Software and tailored for the Park Development Division PDD of the Montgomery County Parks Department ePlans allows PDD Project Managers the ability to organize and formulate comments for Consultants based on feedback from the Planning Design Construction and Operations PDCO Team By using ePlans to create online virtual project workspaces you enable people from across divisions at different locations disciplines and schedules to shar
77. fx Markups attached to L 02 L pdf Upload Files om St A A cid Curent Sot Select Delete View Markup Name Author Date II a pE eb x Se Aaron EETAS 2014 0918 Aaron E82 9 18 2014 10 46 37 AM all a L 01 Cover Sheet pdf 2014 0916 Carl 2132 Carl Mee 9812014 10 47 24AM 9117 2014 3 12 31 PM 564 KB ale ala Clear AH Select All for View Fl L 02 Layout pdf 2117 2074 3 13 31 PM 194 KB 11 12 If Changemarks exist within a drawing the Markups icon will appear below the file name Click the Markups icon and the View Markups screen will appear You can view all of a project s markups outside of the Workflow by generating a Project Markups Listing from the Reports tab Instructions for generating reports can be found in the Reporting section of the Other Functions tab Once you select the markup you want to view or edit click the View View button The drawing and all the selected markups will appear in the Brava Viewer Here you can use the toolbar at the bottom of the screen to navigate to different areas of the drawing You can also click individual Changemarks to see the text of each After reviewing and responding to all the Changemarks click the Save Changemark Updates Save Changemark Updates button in the Project File Markups tab of the eForm and then click the Review Info tab at the top of the eForm After making all the necessary revisions to your drawings make sure the file names of your
78. ghborhood Park Greenwood Local Park Gregerscroft Neighborhood Park Griffith Local Park Gude Drive Recreational Park Gunner s Branch Local Park Gunner s Lake Local Park Gunner s Village NCA Harmony Hills Neighborhood Park Hastings NCA Hawlings River Stream Valley Park Heritage Farm Neighborhood Park Highland Stone Neighborhood Park Hillandale Local Park Hillmead Neighborhood Park B82 Hillwood Manor Neighborhood Park L18 Historic Hyattstown Open Space Special Park B84 Hopefield Neighborhood Park S15 _Hoyles Mill Conservation Park E68 Hoyles Mill Village Local Park D23 Hunters Woods Local Park C35 Hunters Woods NCA D55 Indian Spring Terrace Local Park C40 Inverness Forest NCA D56 Jesup Blair Local Park B29 John Haines Neighborhood Park D37 Johnson Local Park B30 Jones Mill Road Neighborhood Park L17 Josiah Henson Special Park E67 Juniper Blair Neighborhood Park X05 Kauffman Park Montgomery Village D57 Kemp Mill Estates Local Park A14 Kemp Mill Urban Park D58 Ken Gar Palisades Local Park D59 Kensington Cabin Local Park B31 Kensington Heights Neighborhood Park J12 Kensington Parkway Stream Valley Park B32 Kensington Frederick Avenue Neighbor hood Park J13 Kilgour Branch Stream Valley Park X07 King Street Community Garden E69 Kings Crossing Local Park D61 Kings Local Park D83 Kingsview Local Park A15 Kramer Urban Park F06 Layhill Local Park D63 Layhill Village Local Park HO9 Laytonia Re
79. gured to run ePlans Before you begin consult the Technical Requirements checklist This section will also guide you through the process of creating a login and password for ePlans Workflows The Workflow is the business process for design review established by the Park Development Division translated into the customized ePlans platform This section is divided into four subsections that relate to the five user groups in the Workflow Project Manager Consultant PDCO Team QAP Officer and Division Chief Refer to the subsection for your user group for step by step instructions to complete each of your tasks in the Workflow Other Functions ePlans contains several functions that can be used outside of the Workflow This sec tion provides a guide for using many of these tools Appendix The Appendix contains additional technical information that provides some troubleshooting instructions to ensure ePlans functions properly on every user s machine Network Administrators are the primary audience for the Additional Technical Information Glossary As you read this manual refer to the Glossary to understand the ePlans specific terminology THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS In addition to this Comprehensive Guide there are several other reference documents that provide more in depth information about ePlans and its various functions e The key steps within the Consultant and PDCO Team work
80. he white boxes at the corner of the image You can maintain the aspect ratio by holding the Shift key while you resize the image 17 Resize the text box without resizing the text by dragging one of the two black dots at the top of the text box 18 Click the Save As ked icon at the top left corner of the screen A dialog box will pop up asking you to Please input name Type your name and click the OK button 19 Return to the eForm and click the Complete button The Project Manager will receive an email notification that you have signed the Cover Sheet and the project is ready to go to bid OTHER FUNCTIONS THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Reference Checklists Each eForm contains links to three checklists These checklists are provided for reference throughout the design review process to ensure all of the requirements of a Park Development project are met With the exception of the QAP Checklist these checklists are not a required part of the Workflow E Review Info Project Into Contact Info Project Manager Aaron EHRRA aaron HA BE amontgomeryparks org EL Ata Workflow Activity Name MNCPPC_ParksWorkflow i ReviewBidDocuments Activity Instructions Finalize all bid documents and confirm everything Current User Logon Plan Review Types Review Percent REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Che
81. ick Here for QAP Checklist Click Here for Construction Business Process 3 Click Here for Design Business Process R nn nn 43 Return to main a 5 y page r T 7 T Review Info Project Info W Contact Info Project File Markup RESOUrCES Project Manager Aaron ERRIRE aaron HUBER 4 montgomeryparks org Consultant Resubmit Due Date Click to Access Project _ Notes from All six sheets were revised and re uploaded into the current drawings s i Consultant Consultant s folder Notes Notes from z T Project Manager 1 Return to I cCnsultant 1 Anew task will appear in your Tasks List Click on the link entitled ReviewRevisedDrawings 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm F PM Comments 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow Near the bottom of the page is a field labeled Consultant s Notes This is where you will find any special instructions from the Consultant 46 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS A Filter by Group rA J A Refresh Changemarks Publish to PDF
82. ing s scale select Settings from the dropdown menu to open the Measure ment Settings window Enter the drawing scale in the Custom field or select from the Predefined dropdown menu and then click the OK OK button 4 If you are not sure of the drawing s scale zoom to an element on the drawing with a known dimen sion and select Calibrate from the Measure or Takeoff dropdown menu Ifno graphic scale exists parking spaces sidewalks and doorways all make good elements to calibrate your drawings from Make sure the Snap checkbox is checked and click once on the beginning point and end point of the ele ment you want to calibrate your drawing from If you did this correctly the Calibration window will open Select the units you wish to display type in the length of the element you just traced and click the OK OK button 99 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS MON RS m O z ES 6 m a 4 A R Annotate E TI Publish Measure la keoff Be Snap VAN ACCESSIBLE Measure 0 PARKING SPACE HANDICAPPED toolbar l i PARKING SPACE a Distance Ke Wa LI _ICAST IN PLACE e L 04 CONCRETE PAVING X AS WA Ng e 11 04 0 NTROL JOINT TYF AN eS T r ws ur N ME i E 16 Fa G ocn ES SA PANSION OINT PAN MA gt N AL R Coordinates l i
83. itled Click Here for QAP Checklist The QAP Checklist page will appear in a new window QAP CHECKLIST Select one or more categories and click the Show Available Comments button PARKS ld Show Available Comments Make sure you have met all items on checklist If an item is not needed for the project select N A DESCRIPTION COVERSHEET 001 Standardized Cover Sheet COVERSHEET 002 Standardized Title Block wM NCFPC Logo signatures and dates COVERSHEET 003 Project Title and Project Address COVERSHEET 004 Vicinity Map of the Project w North Arrow BID 006 Cost estimate reflects market conditions amp recent bids BID 007 Contingent Items used as applicable Select tems 6 At the top of the page click the Check All Check All button to select all of the items in the QAP Checklist Alternately you can conduct a self check of the bid documents by checking each once you have determined your documents meet the requirement 7 Click the Select Items button at the bottom of the QAP Checklist This will move all of the checklist items into the form at the bottom of the page 8 Select the status for each QAP Checklist item N A The checklist item does not apply to this project Include an explanation in the PM Comment col umn as to why this specific item does not apply to the project Met This is the default setting for all checklist items Clicking this radio button indicates that the item has been address
84. k Forward gt Projects Profile 2 44 Main Contact Mm Project Reports El Tasks List into a Notes E Emaii Expand cumant Collapse M TestProject 5 Select the Groups tab at the top of the screen The window on the left side of the screen will display a complete list of groups used in the design review process Select the group you wish to add users to by clicking that group s name Do not change or delete the group names as they are tied directly to the functionality of the Workflow Default roles and permissions have been assigned to each group based on the Park Development Division s common business practices You can modify any of these de fault settings by clicking the Permissions tab at the top of the screen 27 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Return to AAA 15 CCCCC DDDD TEST se Back Forward Projects Profite 12 44 2 Logout Admin Project Projectinfo Folders Roles Metadata pGroups Permissions Export Notifications Workflow Reports Return To Project Print Project Groups _ l z i Selected group Disable New Group roup Name PDCO Group Start Date Finish Date 3 External ii Other PDCO Group LDA age Private Group L gt Disable Invitation Email V Allow Workflow Start Delete Company Title Email Invitation Email
85. ksWorkflow PDCOTeamResi Review Percent N Group Review Due Date Current User Logon ks 670 Plan Review Types Review Percent iM Notes from Group Review Due Date 09 15 sows Project Project Manager s Notes l s Manager Return to main y page REQUIRED QAP CHECKLIST REFERENCE CHECK Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Click to Access Projec Highlighted group title CYCLE GROUP REVIEWED BY STATUS amp MNGIES User name Review status PM COMMENTS BEWFEWER RESPONSE S Ok Leave th a wants above tree big a Notes from AARON e Corrections Requifad v a Project 1 ne A Manager AARON 1 VI MONTGOMERYPARKS ORG Please see my changemarks in the dravino A Notes to Project Manager LETE General OMMENTS REVIEWER RESPONSE TI _ E drawing notes PDCO USER1 7 1 PDCO GROUP ectic i Review ICOS AVOLVESOFTWARE COM complete checkbox 72 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name PDCO Team Review The Project Manager from the Park Development Division will create project in ePlans and send you an email inviting you to join the project If this is your first time logging in to ePlans you will need to follow the instructions under the Getting Started tab before continuing As aPDCO
86. l checks in the Workflow Project Construction Plans 10 A Revie Activity Instructions m Project Manager Aaron EKHE aaron HHHH montgomeryparks org Review Info Project Info Project File Markups Plan Review Type Workflow Activity Name Activity Instructions MNCPPC_ParksWorkflow PrepareForESignate Current User Logon Plan Review Types Review Percent SITE a Aaron ERRE aaron HAE2 Gmontgeemeryparks org Review Percent _ eSignature Date r ESignature Date Save REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process lt page Click Here for Design Business Process Click to Access Project Comments 71 from Project Manager PM Comments T Complete compie J save and cose S Save and Close 1 Anew task will appear in your Tasks List Click on the link entitled PrepareForESignature 2 Amessage will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 Enter the eSignature Date and click the Save Save button This is the deadline for the Division Chief to apply his or her eSignature to the drawing set 5 Enter any general comments to the Division Chief in the PM Co
87. le Download File Move F le s Copy File s Start Workflow against file Compare files Check In File Check Out File intemal extemal markup link to Clipboard Batch Stamp selected files Reprographics Icons Add item to Cart View Print Shipping label Ordering not allowed Order Pending Ready to Ship Administration cons View or Edit User Permissions Edit Workflow Definitions setting not editable or GETTING STARTED THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Technical Requirements ePlans is designed to be a user friendly program understandable to anyone who possesses basic inter net navigation skills and has a valid Email address Before you begin you will need to make sure you are using a computer that meets all of the minimum technical requirements necessary to run ePlans e Acomputer with a 32 or 64 bit processor e Ahigh speed internet connection such as cable DSL or 3G LTE e An up to date web browser with the Pop Up Blocker turned off see the Appendix for instructions on disabling the Pop Up Blocker for Internet Explorer Although ePlans is compatible with most web browsers Changemarks and the Compare Tool can only be used with Internet Explorer e ProjectDox Components installed To install ProjectDox Components click the ProjectDox Compo nent Installer link in the bottom left hand corner of the login screen Logging In For
88. mation Project Manager Pending 929 201 9 29 2014 Message from webpage Do you want to accept this task Start Workflows ET IM Cancel MMEPPC ParksWorkflow Page 1 011 1 items 1 Once you start the Workflow a task will appear in your Tasks List Click the link entitled Determi neTypeOrPercentageofPlanReviewUploadExistingProjecFilesandInformation 2 A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm This step will take a few moments while ePlans generates the eForm for the first time on this project 3 The eForm will appear in a new window and the Activity Instructions will give you more informa tion about what actions are required in this task of the Workflow Project Construction Plans 15 Revi Review Info Ma ee o ie io Project File Markups Resources Project Manager Aaron EHARA aaron 4 844 montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow DetermineTypeOrPercentageOfPlanReviewUploadExistingProjectFiles Activity Activity Instructions Instructions Aaron 9188 aaron SERR 4 montgomeryparks org Plan Review x Type Current User Logon Plan Review Types Review Percent 1 REQUIRED QAP CHECKLIST y REFERENCE CHECKLISTS mi Review Percent Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Busines
89. ments Email annotations and markups Workflows and forms access and egress plus much more In summary ePlans allows the stakeholders in a project to manage information communication activity and resources better than manual or conventional means ePlans was brought to the Montgomery County Parks Department as part of a collaborative effort with the Montgomery County Planning Department For the most part the ePlans platform was tailored to meet the distinct needs of each department in the collaboration Some shared elements could not be modified to individual department specifications however resulting in the occasional appearance of lines of text instructions or nomenclature that is irrelevant to the Park Development process Every ef fort has been made to minimize the occurrence of these elements and none of them interfere with the Park Development Workflows or the Montgomery County Parks ability to use ePlans Project Roles This comprehensive guide is designed for anyone involved in the Park Development process that is re sponsible for reviewing design and construction documents using ePlans ePlans users include Project Managers Consultants PDCO Team members QAP Officers and External Stakeholders Comments from External Stakeholders such as state and county review agencies or members of the general public will be coordinated by the Project Manager generally outside of the ePlans Workflow PROJECT MANAGER The Project Manage
90. mments field and click the Complete rn button at the bottom of the screen You will be asked if you are sure you want to complete this task If so click OK If you want to leave ePlans and f nish this task later click the Save and Close Saveandclose button 6 Oncethe Division Chief applies his or her eSignature to the cover sheet ofthe construction drawings you will receive an email instructing you to proceed with the procurement process 5 VI THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS ESignature Complete Congratulations The Division Chief has applied the final signature to the project AAA 15 CCCCC DDDD TEST The workflow is complete and you may now commence the procurement process Project Number amp Name AAA 15 CCCCC DDDD TEST Test Project Plan Type Project Construction Plans 100 Review Consultant Project Manager Aaron 9 RR aaron 2417 2 Omontgomeryparks org Resource Links eplans User Guide 7 You can view the Division Chief s eSignature by opening the project s cover sheet in the Brava Viewer click the thumbnail of the cover sheet in the file list of the project s main page 8 Click the Review button at the top of the Brava Viewer A window entitled Markup Open for Review will appear 9 Select the Division Chief s name from the list and click OK ok The eSignature and the date will appear in the Approved for Procurement box on the co
91. n menu and enter your comments in the Response field for that Changemark 6 Once you have reviewed all of the Changemarks for this review click the Save Changemark Updates Save Changemark Updates button Review Into Filter by Group A Refresh Changemarks Publish to PDF Cycle Group i Description Details Response Move this treg There is an Aaron REINA to the other electrical line on Layout pdf 2014 0918 side of the the other side of path the path Project Manager Project Manager 1 2014 0916 Carl Is this tree Layout pdf really here Label the L 02 Aaron FH0IBo building Layout pdf 2014 0918 Seneca Lodge Project Manager Save Changemark Updates show All Changemarks for All Cycles I 41 42 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS View Folders Upload Files St Sm Current Sort Select E I Fee Bene Or 3BB500aXxa El 7 L01 Cover Sheet paf 9 17 2014 3 13 34 PM 584 KB Aaron Da amp Zaax mM L 02 Layout pdf 9117 2014 3 13 31 PM 194 KB Aaron a Sal Ap x 7 You can view and edit Changemarks within the context of an individual drawing by navigating back to the file list on the project s main page and selecting the folder to which the Consultant s drawings are saved this is usually the Current Submissions folder Do not close the eForm while you are viewi
92. nagers Standard practices require the Division Chief to apply his or her eSig nature to the cover sheet of any set of construction drawings before they go out to bid See page 85 for an overview of the Division Chief s tasks within a Workflow eForm The digital form that appears at the beginning of each task in a Workflow eForms contain a number of components including instructions about completing the task at hand document review types and due dates messages between various user groups in a Workflow access to reference check lists and lists of comments made on a drawing 127 128 ePlans An online document review storage and submittal platform tailored for the Park Development Di vision of Montgomery County Parks using Avolve software for ProjectDox Also referred to as ProjectDox See page 8 for an overview of ePlans eSignature A scanned copy of one s signature that serves as a digital verification that a set of contract documents are complete and ready to be sent to contractors for bidding The eSignature is the final step in the Workflow applied to the cover sheet by the Division Chief See page 89 for an overview Global Compare A feature that allows a user to compare two files in the Brava Viewer regardless of their location in ePlans See page 107 for an overview Group A collection of related users responsible for completing similar tasks within a workflow See page 9 for a description of all of the project u
93. nch Stream Valley Park Unit 6 Parkland Local Park Parklawn Group Camping Area Parklawn Group Picnicking Area Parklawn Local Park Parkside Headquarters Property Patuxent River Watershed Conservation Park B44 K06 A17 E75 D88 D89 D90 D91 N11 D62 L06 C39 B45 D92 B46 G09 D93 D94 KO8 J27 P42 P43 P44 D95 L13 H07 S14 M37 N28 M11 G10 J28 Peach Orchard NCA Peachwood Neighborhood Park Pennyfield Lock NCA Philadelphia Avenue Urban Park Piedmont Crossing Local Park Pilgrim Hill Local Park Pinecrest Local Park Pleasant View Local Park Plumgar Local Park Pope Farm Nursery Potomac Community Neighborhood Park Potomac Horse Center Special Park Potomac Palisades Conservation Park Quebec Terrace Neighborhood Park Quince Orchard Knolls Local Park Quince Orchard Valley Neighborhood Park Rachel Carson Conservation Park Randolph Hills Local Park Ray s Meadow Local Park Red Door Store Historical Cultural Park Reddy Branch Stream Valley Park Reddy Branch Stream Valley Park Unit 1 Reddy Branch Stream Valley Park Unit 2 Reddy Branch Stream Valley Park Unit 3 Redland Local Park Rickman Farm Horse Special Park Ridge Road Recreational Park River Road Shale Barrens Conservation Park Rock Creek Hills Local Park Rock Creek Maintenance Yard Rock Creek Needwood Golf Course Rock Creek Regional Park Rock Creek Stream Valley Park P45 P52 P53 P54 P55 P56 P46 P47 P48 P49 P50 P51 J29 X08 LO8 D96 A18
94. nd to the Project Man ager in the Reviewer Response field The PM Comments field and Reviewer Response field show a record of all the text entered into these boxes Be sure to enter your most recent comments at the top of the box adding a date at the beginning of each new comment may help to better organize your com ments and responses Click the Complete Review Complete Review button at the bottom of the eForm to fin ish the task and move on You will be asked if you are sure that you want to complete this task If so click OK If you want to leave ePlans and finish this task later click the Save and Close Save and Close button Once the Project Manager has resolved all comments with all PDCO Team members he or she will complete the PDCO Review process and send all comments to the Consultant 17 WORKFLOWS QAP OFFICER THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS QAP Officer This section describes the QAP Officer s task within the Workflow Task Name Review bid documents Responsible Group Project Manager Task Name PDCO team review Responsible Group PDCO team Task Name Determine type or percentage of plan review upload existing project files and information Responsible Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager Task Name Compile PDCO comments Responsible Group Project Manager dIM
95. nds NCA plex Property B57 Unity Neighborhood Park B68 Upper Long Branch Neighborhood Park J33 Upper Paint Branch Stream Valley Park E73 Upper Rock Creek Local Park LO5 Valley Mill Special Park G11 South Germantown Recreational Park HO8 South Germantown Soccerplex E02 South Gunner s Branch Local Park E03 Southeast Olney Local Park 122 Valleywood Neighborhood Park Veirs Mill Local Park Wall Local Park Waring Station Local Park Warner Circle Special Park Washington Grove Conservation Park Washington Square Neighborhood Park Waters House Special Park Waters Landing Local Park Watts Branch Stream Valley Park Watts Branch Stream Valley Park Unit 1 Watts Branch Stream Valley Park Unit 2 Watts Branch Stream Valley Park Unit 3 Watts Branch Stream Valley Park Unit 4 Waverly Schuylkill Neighborhood Park Wells Neighborhood Park Wembrough Neighborhood Park West Fairland Local Park Westmoreland Hills Local Park Wheaton Athletic Area Wheaton Carousel Property Wheaton Children s Play Center Wheaton Community Building Property Wheaton Family Picnic Area Wheaton Forest Local Park Wheaton Group Camping Area Wheaton Ice Rink Property Wheaton Indoor Tennis Property Wheaton In Line Property Wheaton Maintenance Yard Property Wheaton Mini Train Property Wheaton Picnic Snack Bar Area Wheaton Regional Park NO8 N39 M17 A20 E18 E19 E20 J35 P74 P62 B63 E21 C29 E55 M63 F12 E22 E63 K03 N35 A21 L14 B64 147
96. ne of the three buttons at the bottom of the eForm Approve Approve The drawings are acceptable to send to the PDCO Team for their review without any changes from the Consultant This option will skip the Upload Revised Drawings task and move the workflow directly to the Begin Review Cycle task Reject The Consultant needs to make changes to the drawing before they can be sent to the PDCO Team Enter your instructions to the Consultant in the Prescreening Comments field on the eForm and click the Reject button This will launch the Upload Revised Drawing task for the Consultant and you will need to complete another Pre Screen Review before sending the drawings to the PDCO Team Save and Close Select this button if you want to leave ePlans and finish the task later 35 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Begin Review Cycle Once you are satisfied with the Consultant s drawings you will need to assign reviewers and set a due date for them to complete the review Project Construction Plans 15 Review tr Activity Instructions Project Manager Workflow Activity Name Activity Instructions i ry Plan Review Type hm Current User Logon Aaron EHAIBE aaron 3EHIRR montgomeryp Plan Review Types Project Construction Plans Reien Parner u Review Percent Group Review Due Date x 3 __ Review D
97. nfo Reports A 73 Current Submissions 6 Files 18 New j F da nc A Available reports Vi t l yocuments ER Fiy View Report Name Report Type Report Description lew repor EH 3 Drawings H Project Permits Folder fa trent Project All Emails Sent Detailed R Project All Emails Sent Detailed Report Era Photos fa CurrentProject All Emails SentSummary Project All Emails Sent Summary Report H Procurement and Contract en c tPr iect Al Files R Proied All Un rasa d cea Bad Conespontence a urrent Project iles Report roje ploaded Files Repo H Uploads fa Current Project All Group Users Project All Project Group Users a gen fa Current Project All Uploaded Files with Sh Project All Uploaded Files with Sheet Sizes fa Current Project Files Viewed By Date Project Files Viewed By Date fa Current Project Folders Entered By Date Project Folders Entered By Date fa Current Project Project Markups Listing Project All File Markups Listing fa Current Project Unpublished Files Project Unpublished Files fe Current Project Users Entered By Date Project Users Entered By Date fe Workflow Checklist Report Not Met Items Workflow Checklist Report Not Met Items Only fa Workflow Checklist Report Workflow Checklist Report Met and Not Met fa Workflow Department Review Status Workflow Department Review Status fa Workflow Routing Slip Workflow Workflow Routing Slip i 4 IO Page 1 of 1 14 items gt k 1 For reports about a
98. ng Changemarks it may be helpful to toggle back and forth between the two screens 8 IfChangemarks exist within a drawing the Markups 4 icon will appear below the file name Click the Markups icon and the View Markups screen will appear 9 Decide which Changemarks you want to view or edit View To view Changemarks click the View checkbox for each markup name you would like to see You can view as many or as few Changemarks at the same time as you like Edit To edit Changemarks click the Edit radio button for the Changemark you want to edit You can only edit one set of Changemarks at a time Delete You also have the capability to delete an entire set of Changemarks Do not use this feature until you have consulted with the author of those Changemarks 10 Once you select the markup you want to view or edit click the View Edit ViewiEntit button The draw ing and all the selected markups will appear in the Brava Viewer Here you can use the tool bar at the bottom of the screen to navigate to different areas of the drawing You can also click individual Change marks to see the text of each Markups attached to L 02 Layout pdf Delete View Edit Markup Name Author Date Aaron PRBS 2014 0918 Aaron E 2198 911812014 10 46 37 AM 2014 0916 Carl H3S Car HERRIRA 991812014 10 47 24 AM Clear All Select All for View ga N Y Y y y 7 1 x y Tu A ra TY Y NO UN IN I VU IIA DK amp A A Y JJ LY we
99. nk in the eForm to return to this point 10 Once you are ready to send your project to the QAP Officer check the box entitled I have completed all the items in the QAP Checklist and the QAP Checklist Prepared button should become active Ifthe text on the QAP Checklist Prepared button does not change from grey to black you will need to refresh the eForm either by clicking the Reloadnbutton on your internet browser or closing the eForm and reopening it through the Tasks List 11 Enter any general comments to the QAP Officer in the PM Comments field and then click the QAP Checklist Prepared QAP Checklist Prepared button at the bottom of the screen You will be asked if you are sure you want to complete this task If so click OK Py If you want to leave ePlans and finish this task later click the Save and Close Save and Close 12 The QAP Officer will now conduct his or her review of the bid documents If he or she rejects the set for any reason you will need to repeat this task until the QAP Officer approves the documents 13 Once the QAP Officer approves the bid documents you are ready to move on to the next task 54 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Prepare eSignature After the QAP Officer approves the bid set you are ready to initiate the procurement process This task verifies that you have completed all the necessary steps and quality contro
100. nt review Changemarks are the primary means of making comments on drawings within the ePlans plat form See page 74 for instructions on making Changemarks Checkbox A graphic element that allows users to make multiple selections from a number of options Unchecked Checkbox y Checked Checkbox Compare Mode A feature of the Brava Viewer that allows users to place two files on top of one another or side by side to compare similarities and differences See page 49 for more information Complete The task is finished Clicking the Complete button in an eForm will move the Workflow to the next task In most cases clicking the Complete button cannot be undone Consultant A person or group hired by the Park Development Division to complete a set of contract documents for a specific park development project The Consultant is responsible for uploading their documents to ePlans for review by the Project Manager and the PDCO Team The Consultant will also receive and respond to comments made by the Project Manager and PDCO Team See page 57 for an overview of all of the Consultant s tasks in a Workflow Dialog Box A window that appears containing a message and requiring a user to take a certain action The simplest type of dialog box is an alert that requires the user to click the OK button to move on Division Chief A member of Montgomery County Parks Park Development Division responsible for overseeing all Project Ma
101. on to save the Changemark Changemark title Changemark text comment Changemark highlight Active Changemark 75 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 13 When you are done making Changemarks in a drawing click the Save As ver icon atthe top left corner of the Brava Viewer A dialog box will pop up asking you to Please Input Name Provide a unique name for this set of Changemarks and click the OK button Using your name and the date will help others reading your comments to identify the author and date of each set of Changemarks 14 Repeat steps 7 through 13 for each drawing in the set 15 You can make Changemarks to an existing markup or view others Changemarks by clicking the Mark ups icon next to the drawing you want to continue commenting on The View Edit Markup screen will appear Hep View Folders Upload Files Current Sot Select D w FR 0e 3 pA iM x 2 E F L01 Cover Sheetpdf 9172014 3 13 31 PM 564 KB Aaron 22 kaa x l FF L 02 Layout pdf 217720143 3 13 31 PM 194 KB Aaron Soe nae AR Markups attached to L 02 Layout pdf 4S aap x p yout pa Delete View Edit Markup Name Author Date Aaron 9183 2014 0918 Aaron ESTIBA 91812014 10 46 37 AM El 20140916 Can AHAS Carl E9133 991812014 10 47 24 AM El View slEdit Clear All Select All for View 16 Decide which Changemark
102. ood Park Bel Pre Neighborhood Park Beret NCA Berryville Park NCA Bethesda Swimming Pool Property Beverly Farms Local Park Big Pines Local Park Birch Drive NCA M48 N27 M57 N29 G07 M46 F20 X03 S02 D10 F16 C26 J01 C38 D11 F21 C04 D13 B02 J02 D14 B65 B03 M03 M04 D15 C46 Black Hill Boat Rental Area Black Hill Maintenance Yard Black Hill Nature Visitors Center Property Black Hill Park Police Substation Property Black Hill Regional Park Black Rock Mill Blair Local Park Blake High School Property Blockhouse Point Conservation Park Blueberry Hill Local Park Blunt Road Local Park Bonifant NCA Booze Creek Stream Valley Park Boundary Park NCA Bowie Mill Local Park Boyds Local Park Bradley Hills NCA Bradley Local Park Breewood Neighborhood Park Broad Run Stream Valley Park Broadacres Local Park Brookdale Neighborhood Park Brookmont Neighborhood Park Brookside Gardens Brookside Nature Center Property Brookview Local Park Browns Corner NCA 115 116 M36 M33 M99 MO6 N38 D19 M34 M49 G01 J06 PO4A PO5 PO6 PO7 PO8 P71 L16 FO3 BO5 LO2 Buck Branch Neighborhood Park Buck Branch Stream Valley Park Bucklodge Branch Stream Valley Park Bucklodge Conservation Park Bullis Local Park Burning Tree Local Park Burnt Mills East Special Park Burnt Mills West Special Park Burtonsville Local Park Cabin Branch Stream Valley Park Cabin John Action Playland Cabin John Athletic Area
103. or more information about reports Project Info Tab Basic project information entered by the Project Manager is provided here For most projects many of these fields will be blank as the information applies primarily to Montgomery County Planning Department users Additional details about this tab are provided in the Project Startup task in the Project Manager s tab THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Project Folder List The project folder section of ePlans functions much like the folders in Windows Ex plorer e Click the icon to the left of the folder L4 icon to see a list of subfolders contained within each folder e Click the icon to the left of the folder La icon to collapse the list of subfolders e Click a folder s name to view thumbnails of the files contained inside e The text in parenthesis to the right of each folder name indicates how many files are inside each folder and how many of those files were recently added Empty folders do not have any text next to the folder name e If you click on an empty folder a screen will appear notifying you that no files currently exist in that folder Click the View Folders View Folders button to go back to the Project Files list or click the Up load Files Upload Files button to add files to that folder e All files submitted by the Consultant for review by the Project Manager or PDCO Team should be
104. project EEEEEE Project type up to 50 characters Type ina short 2 3 word description of the work to be done Project Name Enter the name of the project site This could be the name of the entire park or just one amenity within a park depending on the scope of the project Template Choose PARKS Project Template from the dropdown list Location Enter the name of the park TAL PARK AND PLANNING COMMISSION Create Project This site supports unlimited proje Project Number Project Name Location Required fields Template PARKS Project Template System Default Primary Contact Email Primary Contact s Phone Application Type Parcel IE Status Planning Info Link Versioning Enabled Important Once versioning has been enabled for a project it cannot be disabled Leave checked Save Save 3 Click the Save Save button This will take you to the newly created project s main page Once you click the Save button ePlans will load all of the Parks template information into the project you just cre ated This may take a few moments 4 Click the Edit E Edit button on the main toolbar to modify the project template and to add users to the project You can add users at any time during the Workflow by going backto this button Adding users to the project allows others to view and comment on documents loaded into ePlans AAA 15 CCCCC DDDD TEST Bac
105. project go to the project s Main Page From here you can access a project s re ports by clicking the Project Reports button on the main toolbar or by clicking the Reports tab next to the Project Info tab 2 Find the report you want to generate and click the View Report fL icon The report will open in a new window F nd Mea elect a format port ent Project gt Project Markups Listing AAA 15 CCCCC DDDD TEST L 02 Layout pdf Aaron FAN Label the building Seneca Lodge 2014 0918 L 02 Layout pdf Aaron S188 2014 0918 L 02 Layout pdf Mark Date 09 18 2014 09 18 2014 Make sure Seneca is spelled correctly Consider extending this wall all the way across 103 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 3 You can save the report to a number of different file types depending on how you plan to use the data Click the dropdown menu next to the Export Expert button at the top of the report screen to select your preferred file type and then click the Export button 4 A window will pop up at the bottom of your screen asking if you want to open or save the file Click the button for whichever action you wish to perform You can select the destination you wish to save a file to by clicking the arrow next to the Save button and selecting Save As 104 STE 3 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMER
106. project in ePlans This tab is useful if you do not know the exact spelling of someone name All Users After clicking the All Users tab search for a user s name using the Search Users tool in the top right corner of this box Type the first few letters of a user s first or last name and press the Enter key All matching names will appear in the box below New User If the person you are trying to add does not appear on any of the user lists you can create a new user in the New User tab Enter the name and Email address of the new user and click the Invite invite button Instruct this new user to follow the instructions in the Getting Started section of this manual 7 Repeat steps 5 and 6 for each relevant group in your project clicking the Save Save button after you finish adding users to each group Make sure to add yourself to both the Project Manager and PDCO groups Uncheck the Disable Invitation Email box for any groups you want to receive an email telling them they have been added to the group This box is checked by default to cut down on email traffic N 8 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 8 Once you have added all the necessary users click the Return to Project Return To Project button in the main toolbar 9 From the project s main page click the Task List El Tasks List button in the main toolbar 10 At the bottom of the page click
107. r is a member of the Montgomery County Parks Department s Park Development Di vision and is responsible for overseeing all aspects of park development projects The Project Manager will initiate a Workflow and will hold accountable the entire project team for completing their tasks The Project Manager will also serve as a PDCO Team member reviewing and commenting on the Consul tant s submissions For design projects that are completed entirely by Park Development Division staff the Project Manager will also handle the role of the Consultant uploading drawings for review by the PDCO Team ePlans often refers to Project Managers as Project Administrators in their help documen tation CONSULTANT The Consultant is a person or group hired by the Park Development Division to complete a set of con tract documents for a specific park development project The Consultant is responsible for uploading his or her documents to ePlans for review by the Project Manager and the PDCO Team The Consultant will also receive and respond to comments made by the Project Manager and PDCO Team For design projects that are completed internal to the Park Development Division the Project Manager will fill the role of the Consultant THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS PDCO TEAM The Planning Design Construction and Operations PDCO Team consists of Montgomery County Parks employees from various di
108. rava Viewer has the ability to count the number length or area of several different elements at once keeping individual tallies for types of elements This feature is particularly useful when creating cost estimates determining quantities of materials to order or verifying whether proposed work falls within required limits thy R Annotate Redact Takeoff Funrsn y gt a ul ma A LZ lee Measure Takeoff Total count q JCAST N PLACE EW CONCRETE PAVING Ch conor JOINT PA N 9 ie et de ED IR RTN Takeoff menu N Takeoff Category Categories Category Takeoff category Name Trees Color E Measurement Type Name Length Unit System Co Or Measurement type Units l K Curent Scale Calibrated 1 Open a drawing in the Brava Viewer by clicking its thumbnail in the project s file list 2 Calibrate the drawing by following steps 2 through 4 in the Measure Tools section 3 Click the small arrow button to the right of the Measure at the top of the screen and se lect Takeoff from the dropdown menu This will open the Takeoff menu at the right of the screen 4 Click New in the Takeoff menu to open the Takeoff Category window Enter the type of element you want to count in the Name field Select a color for the category You may want to differentiate between elements by assigning a diffe
109. re for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process REVIEWED BY STATUS amp NOTES 44 1 PDCO GROUP 1 PDCO GROUP 1 PDCO GROUP Please see my changemarks in the drawings a AARON E HG AARON 27 74 HBMONTGOMERYPARKS ORG PDCO USER1 ICOS AVOLVESOFTWARE COM VIEW CHECKLIST PDCO USER2 ICO6 AVOLVESOFTWARE COM 1 A A No Revisions Needed Request Revisions from Consultant gt l Activity Instructions Plan Review Type Review Percent Consultant Resubmit Due Date Return to main page Group review list Notes from Reviewer No Revisions Needed Request Revisions A new task will appear in your Task List Click on the link entitled PDCOReviewCycleComplete A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow If the Consultant is required to make revisions based on PDCO Team comments select the Consul tant Resubmit Due Date Ea and click the Save Save button This is the deadline for the Consultant to submit their revised drawings Click the Request Revisions from Consultant Request Revisions from Consultant button to notify the Consultant that there are
110. reate a PDF of Filter by Group ai 1 Changemarks Resolved File Cycle Group File Markup Description Details Response Markup file Review Info Refresh Changemarks Publish to PDF author name Move this tree Will comply L 02 Aaron FHARR to the othe 1 Project Manager yout pdf 2014 0918 de side ofthe path Comment fes Field verified A L 02 2014 0916 Carl Is this tr e on 9 6 2014 Res onse field 9 a a Layout pdf FEU re really here p Label the will comply 2 L 02 Aaron EERIE building 1 FIRIEEEMONDUET Layout pdf 2014 0918 nd Seneca Save Lodge T Changemark E Updates Save Changemark Updates Fl Show My Changemarks Export Show All Changemarks for All Cycles 1363 Changemarks to Excel 5 Respond to each Changemark by entering a note in the Response field for that Changemark Be sure to respond to all Changemarks even if the response is as simple as will comply This lets the Project Manager know that you have reviewed and considered every Changemark 6 You can view and edit Changemarks within the context of an individual drawing by navigating back to the file list on the project s main page and selecting the folder to which the Consultant s drawings are saved this is usually the Current Submissions folder Do not close the eForm while you are viewing Changemarks it may be helpful to toggle back and forth between the two screens
111. rent color to each 7 Select the measurement type you want to use The appropriate buttons in the Measure toolbar will become active depending on which measurement type you select 8 Click the OK 101 12 13 14 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Repeat steps 4 through 8 for each category of element you want to count You can save takeoffs as a spreadsheet or text file by clicking the Export Expert button in the Takeoff menu Select the categories you would like to export Hold the Ctrl key down and click to select multiple cat egories or click the Select All button to export all categories Determine the format to which you want to save your data Save to Clipboard This will copy each category and quantity as a string of text with each value sepa rated by a comma You can paste this information directly into the text of an Email or a word pro cessing document Save to File This will save acomma separated value csv file that can be opened in Microsoft Excel or other spreadsheet program Once you have finished exporting the data click the Close button on the Takeoff Export window To save all the takeoffs you have calculated as a layer on the drawing click the Save As r button at the top left corner of the Brava Viewer Enter the name you wish to save this layer as and click OK To return to a Takeoff layer you previously save
112. rmines that the bid set meets the standards for procurement set forth by Montgomery County Parks the Division Chief must approve the documents by applying his or her eSig nature to the cover sheet of the Construction Drawings An eSignature is simply a copy of one s signa ture scanned and saved to a digital file format Project Construction Plans 16 Activity Instructions Review Info Mr aii A ei ips Project File Markups A Plan Review Samar Taam Type Project Manager Aaron EHHIHE aaron HH montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow ESignature Activity Instructions Revi ents and Z Review Percent eSignature Date Current User Logon Plan Review Types Review Percent s 0rg Return to main page ESignature Date REQUIRED QAP CHECKLIST REFERENCE CHECKLIST Notes from Click Here for QAP Checklist Click Here for Construction Business Process Project Click Here for Desian Business Process Manaaer Complete Click to Access Project review Save and Close PM Comments 88 1 Prepare your eSignature file by scanning a copy of your signature and saving it to your computer s hard drive as a Portable Network Graphics png file Saving your eSignature to your computer s hard drive ensures that only you have access to that file 2 Anew task will appear in your Tasks List Click on the link entitled ESignature 3 A message will pop
113. rt Mill Local Park Nike Missile Local Park Nolte Local Park Norbeck Meadows Neighborhood Park Norbeck Muncaster Mill Neighborhood Park North Branch Stream Valley Park North Branch Stream Valley Park Unit 2 North Branch Stream Valley Park Unit 3 North Branch Stream Valley Park Unit 4 North Chevy Chase Local Park North Four Corners Local Park North Gate Local Park North Germantown Grnway Stream Valley Park North Point NCA G08 J25 P34 P35 P36 P37 D07 C19 H04 X98 C20 B40 D84 N33 HO5 B41 B42 D85 B67 P12 LO7 D86 B43 J26 P38 P39 P40 FO9 M45 M44 D87 NO9 S07 Northwest Branch Recreational Park Northwest Branch Stream Valley Park Northwest Branch Stream Valley Park Unit 3 Northwest Branch Stream Valley Park Unit 4 Northwest Branch Stream Valley Park Unit 5 Northwest Branch Stream Valley Park Unit 7 Norwood Local Park Norwood Village NCA Oak Ridge Conservation Park Oakland Terrace Elementary School Property Old Farm NCA Olney Acres Neighborhood Park Olney Family Neighborhood Park Olney Manor Maintenance Yard Propertry Olney Manor Recreational Park Olney Mill Neighborhood Park Olney Square Neighborhood Park Orchard Neighborhood Park Opal A Daniels Neighborhood Park Ovid Hazen Wells Greenway Ovid Hazen Wells Recreational Park Owens Local Park Paint Branch Neighborhood Park Paint Branch Stream Valley Park Paint Branch Stream Valley Park Unit 4 Paint Branch Stream Valley Park Unit 5 Paint Bra
114. s Button E Other Documents click to see 0 53 Drawings subfolders E Photos Folder name H E Procurement and Contract click hyperlink H 2 Project Correspondence to view files SEE Unioade View Folders Current Sot Select Hao ona x a A L01 Cover Sheet pdi 9 17 2014 2 12 31 PM 564 KB Aron Sooo No files currently existin Current Submissions To upload files into this folder 1 Click the Upload button below 2 Follow the instructions in the pop up window Bsamx Large files may take a few minutes to be processed Click the Refresh button atthe top of the page to refresh your file list view gt mM L 02 Layout pdf za 9171 2014 3 13 31 PM 194 KB Agron View Folders Upload Files 31 10 11 12 13 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Click the Browse Browse button and a Windows Explorer window will open You can also open Win dows Explorer on your own and drag and drop files directly Navigate to the files you want to upload from your computer or local server file to ePlans Highlight the desired files and click the Open button Hold down the Control key to select multiple files Click the Upload Upload button to upload the files Repeat steps 6 through 10 until you have up loaded all of the necessary project files You can follow these steps to upload project files at any time Once you are fini
115. s task of the Project Manager s Workflow This icon will only be visible if Changemarks exist for the current version of a drawing To view Change marks on older versions use the View History 3 icon Check Out amp Other users cannot modify any drawings that are checked out Checking out files en sures that others aren t trying to modify them at the same time you are Delete Remove the file from ePlans 5 To move or copy selected files click the Move or Copy Ez icon at the top of the files list The files list will be replaced with a new folder tree Clickthe icon to expand a folder and view its subfolders Navigate to the folder to which you wish to move the file and click the Move L 3 or Copy icon next to that folder s name A message will appear indicating that the action was successful Move checked file s into a new folder by clicking its icon Cancel Original location Expand folders Move to location Copy to location E AAA 15 CCCCC DDDD TEST T 6 Files 0 New i Documents 4 H Drawings 3 da Project Permits Folder H Photos 3 dal Procurement and Contract 15 Er Project Correspondence Ls i E H Uploads E eMarkReports Las 98 AAA 15 CCUGE Copy checked file s into a new folder by clicking its icon Cancel JODD TEST a Current Submission Documents 3 Drawings Ea Project Permits Folder 4S EB e coe Procurement and Contract H E Project Correspondence H
116. s Save amp Close 39 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Compile PDCO Team Comments Once every member of the PDCO Team has had the opportunity to comment on the Consultant s docu ments you will need to compile and review the comments before sending them to the Consultant This task allows you to rectify any conflicting comments remove any redundancies and clarify discrepancies with individual reviewers Project Construction Plans 15 Review PA Review Info Project Info Contact Info Project File Markups Project Manager Project File Markups tab Aaron Ei40T0Q aaron 3HA1R9 Emontgomeryparks org Activity Workflow Activity Name Instructions MNCPPC_ParksWorkflow CompilePDCOTeamComments Activity Instructions ICO e ject Plan Review Current User Logon Plan Review Types Review Percent Aaron FABRE aaron FHARR EGmontgomeryparks org _ REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Review Percent Return to main Click to Access Project page Group review list STATUS amp NOTES REVIEWED BY iv ASSIGN COMMENTS PM COMMENTS REVIEWER RESPONSE S F nie above Assign AARON E Han 1 PDCO GROUP i FED Corrections Required z Comments AARON
117. s viewing only elements that have been added green elements that have been deleted red and elements that remain unchanged be tween the two files The toolbar at the bottom of the screen allows you to toggle between the different views Once you have determined whether or not the Consultant has addressed all the comments from the PDCO Team and external reviewers return to the Review Info tab of the eForm If the Consultant has not addressed all the comments enter any additional instructions in the PM Comments field and click the Return to Consultant button Once the Consultant uploads their revised drawings you will need to review the drawings again If all comments have been addressed click the Accepted button to move on to the next task THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Publish 7 403 Grading pdf V1 L 03 Grading pdf V2 ASE Compare i e d mode Overlay Differences A shown 1m e Cee rr il y us Y pr rl ay un er fs O oe oo GUSTADO 2 5 Comparison toolbar see enlargement AE Side by side Overlay Version 2 only differences Deletions only Version 1 only Additions only Overlay E Places the two versions on top of one another Unchanged only Overlay Differences fall Shows elements that have been added to Version 2 in green deleted from Version 1 in red and remain unchanged in grey Side b
118. s Process Return to main page Click to Access Project Complete Save and Close gt Complete Save And Close Complete 4f Save 30 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 4 Select the appropriate Plan Review Type from the dropdown menu A list of standard project types have been provided in the dropdown menu or you can add your own by selecting Other and typ ing a new project type in the field provided 5 To upload project files navigate back to the project s main page by clicking the link entitled Click to Access Project You will see the project s file list on the left hand side of the project s main page See the File Management section of the Other Functions tab for instructions on modifying a project file organization Click the name of the folder to which you would like to upload files Click the Upload Files Upload Files button and a new window will appear allowing you to upload files If the destination folder is empty you a set of instructions for uploading files will appear where the project s file list was If there are already files in the folder the Upload Files button will appear at the top of the file list pera rent Collapse A 15 CCCCC DDDD TEST Button click CA Current Submissions 6 Files 18 New to collapse Documents subfolders h i Project Reports Project Agreement
119. s task later click the Save and Close Save and Close but ton 10 You are now finished with this task and it will disappear from your Task List This task will be repeated as necessary until the Project Manager approves the drawings for review by the PDCO Team 11 You can upload additional files at any time by going to the folder list at the left side of the project s Main Page and following steps 6 through 11 in the Upload Project Drawings task THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Upload Revised Drawings Following PDCO Team Review Once the Project Manager reviews and compiles all of the PDCO Team comments you will receive an Email notifying you that revisions need to be made to the drawings The Project Manager will also pro vide you with a Consultant Resubmit Due Date Review Info Project Info Contact Into Project File Markups 1 Resources gt m Project Manager Aaron EIHHIRR aaron 44 38 montgomeryparks org Project File Markups Workflow Activity Name MNCPPC_ParksWorkflow UploadRevisedDrawings E ANS Keen Current User Logon Aaron EHHBE aaron H4 82 Gmontgomeryparks org Plan Review Types Prien Review Percent 1594 Activity Instructions Plan Review Type Consultant Resubmit Due Date 09 19 2014 REQUIRED QAP CHECKLIST 7 REFERENEE CHECKLISTS al i Click Here for QAP Checklist Click
120. s you to communicate general instructions about the submission to the PDCO Team Enter any applicable notes there 9 Click the Begin Review button at the bottom of the eForm to finish this task and move on 37 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name PDCO Team Review Reassign and Skip Pending Tasks As the Project Manager you are responsible for completing a review of the Consultant s documents just like every other member ofthe PDCO Team See the PDCO Team Workflow tab for detailed instructions on how to make and submit comments In addition to conducting a PDCO Team review of your own you are responsible for monitoring the progress of the PDCO Team and ensuring everyone submits their comments by the assigned due date In order to keep a project moving you can bypass a reviewer s task or reassign a reviewer s responsibilities to another user FT Show All Tasks For All Users Group Task POCOTeamReview aaron 2222 montgomeryparks org for PCO Group Consultant Division Chief Reassign to Group POCO Group Reassign to Group carl 12237 Bmontgomeryparks org lucas 22 montgomeryparks org Reassign to User aaron 12129 montgomeryparks org Reassign to User HW Project Manager Reassign to Group W QAP Officer Reassign to User Reassign to Group Page 1 011 5 items Reassign from user yellow Status Priori Due dai Created On POCOTeam
121. s you want to view or edit View To view Changemarks click the View checkbox for each markup name you would like to see You can view as many or as few Changemarks at the same time as you like Edit To edit Changemarks click the Edit radio button for the Changemark you want to edit You can only edit one set of Changemarks at a time Delete You also have the capability to delete an entire set of Changemarks Do not use this feature until you have consulted with the author of those Changemarks 17 Once you select the markup you want to view or edit click the View Edit ViswiEntit button The draw ing and all the selected markups will appear in the Brava Viewer Here you can use the tool bar at the bottom of the screen to navigate to different areas of the drawing You can also click individual Change marks to see the text of each 18 Continue to make Changemarks as before and then click Save As bey to save your work 76 19 20 21 22 23 24 25 26 Once your review is complete return to the eForm and scroll to the bottom portion of the page to find your username in the Group Review list The Group Title next to your name will be highlighted in red Note that there may be two scroll bars on the right hand side of this page Slide the interior scroll bar to find your name at the bottom of the list Select the appropriate status in the dropdown menu In Review You are still in the pro
122. ser groups or roles Main Toolbar A group of buttons found at the top right corner of most screens in ePlans that provide primary navigation functions See page 20 for a description of all functions within the main toolbar PDCO Team Planning Design Construction and Operations Team A group of internal stakeholders from across the Montgomery County Parks Department that provide input during the design and construction stages of park development projects See page 69 for an overview of the PDCO Team s tasks in the Workflow Pre Screen Review A review of Consultant s drawings conducted by the Project Manager to ensure the drawings are acceptable to send on to the PDCO Team for their review This is the second step in the Work flow See page 33 for further information about the Pre Screen Review ProjectDox A web enabled collaboration platform that empowers the stakeholders in a project to man age information communication activity and resources in ways not possible by manual conventional means Also referred to as ePlans See page 8 for an overview Project List Basic information about every project assigned to a particular user This list is visible in the Active Projects screen immediately after logging in See page 18 Project Manager A member of the Park Development Division of Montgomery County Parks responsible for overseeing all aspects of park development projects The Project Manager is listed as the Project Coor din
123. shed uploading files return to the eForm f you closed the eForm you can get back to it by clicking on the task in the Tasks List see step 1 Click the Complete Complete _ button atthe bottom ofthe eForm to finish this task and move on You will be asked if you are sure you want to complete this task If so click the OK button Ifyou want to leave ePlans and finish this task later click Save and Close You are now finished with this task and the Consultant will receive a notification to upload their draw ings to ePlans for review Select hles to upload Upload URL L 01 Cover Sheet pdf 564 13 KB L 02 Layout pdf 193 50 KB L 03 Grading pdf 312 57 KB Drag and Drop E Files Here L 04 Details pdf 292 0 KB L 05 Details pdf 315 71 KB L 06 Planting pdf 252 409 KB Total Upload URL URL Display Name URL Display Name URL 32 URL Upload URL Upload UAL THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Pre Screen Review Once the Consultant uploads their progress drawings to ePlans you will need to conduct a Pre Screen Review to ensure the submission is acceptable to send to the PDCO team for their review Project Construction Plans 15 Review _ Activity Instructions Current User Logon Aaron ERAIRA aaron HRR 4 montgomerypark Plan Review Type Plan Review Types Project Construction Plans Review Percent ii
124. sk Name Upload Project Drawings The Project Manager from the Park Development Division will create a project in ePlans and send you an email inviting you to join the project If this is your first time logging on to ePlans you will need to follow the steps in the Getting Started section before continuing As the Consultant your first task is to upload your drawings into ePlans for review by the Project Manager and the PDCO Team Project Construction Plans 15 Review PARKS _ Activity Instructions Plan Review Type Review Percent Project Manager Aaron EHRE t Workflow Activity Name Activity Instructions Current User Logon Aaron EIHRTRRT aaron HARE Lamontgomeryparks org Plan Review Types Projem SDMS ACID Hans Review Percent 1597 REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS _ Return to main Click Here for QAP Checklist Click Here for Construction Business Process page Click Here for Design Business Process Click to Access Project Comments to Project Manager Six drawings were uploaded to the Current Submissions Folder Consultant s Notes s T Complete Complete Save Save And Close Save and Close 1 Before you begin make sure your project drawings are saved as individual PDF files with each plan sheet rotated to the proper orientation Files with multiple sheets or improperly rotated drawings will be rejected by the Project Manager 2 Ane
125. sktop or add ePlans to your web browser s bookmarks To complete any of these actions Click on the appropriate links at the bottom of the login screen before logging in 4 Enter your Email address the same address from where you received the invitation to join the project into the Email field 5 Type or paste the temporary password into the Password field and click the Login Lagin button The password is case sensitive and must be entered exactly as it was provided to you in the invitation email MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County MONTGOMERY COUNTY TERMS AND CONDITIONS OF USE Tour access to and use of the Maryland National Capital i T i Par and Planning Montgomery County MMEPPC MO pe ProjectDox website the Site is subject to the following lu i terms and conditions as well as all applicable laws Your access to the Site is in consideration for your agreement to these Terms and Conditions of Use whether or mot you are a registered user By using the Login button below E mail aaron 42 2 q montgomeryparks org Email address Fassword a Temporary Login Ordo yo lassword Log Forgot your password password gt Password reset ProjectD 82014 Avolve RE a Tor a ProjectDox Version 2 3 is a trademark of Avolve Software All rights reserved Help Installing ProjeciDox Components Login button To create a desktop shortcut die and Install Proj
126. st Name First Mame Personal Aura Email aaron 312 montgomeryparks org V HTML format 0 Title Landscape Architect Company Maryland National Capital Park and Planning Commission Address 1 9500 Brunett Avenue Address 2 City Eier otate Province MD r Postal Code 20901 Primary Contacts Phone 130124844989 Fax 301 585 1921 Parcel ID Mobile Stamps i Language en Logging In After The First Time The second time you log in to ePlans and every time after that you will use the password that you created in your User Profile page If you ever forget your password click the Forgot your password link on the login page and you will be prompted to answer your security question If you forget your security question contact a System Administrator After logging in you will be taken to the Active Projects screen From this screen you can view all of the projects you have created or been invited to and all pending tasks for you to complete 18 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS I Main a p l a ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery u toolbar see E m rowara erae Irene ala To Tisch Lenlargement Active Projects List eee Project sorting Be a oan ar A JJ buttons Project Number i Project Name Project Coordinator Status Create date 2013 0211 gt Seneca Lodge Tent Pad Aaron
127. t SOVERSHEET 003 PM comment Project Title and Project Address Not Met ONA Met COVERSHEET Vicinity Map of the Project w North Arrow 004 C Not ry a NA Met Met BID 006 Cost estimate reflects market conditions amp recent bids Not po ie e N A Met Met Contingent ltems used as applicable Not Met BID 007 ONIA Met Er EE TE EE EE EE CE EE IEE CE ER En EN ED ER E Update Correction List 94 T THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION K Q Y SER e k rr 1 V A R K Y N A IN IN Y N A Folder Management The ePlans platform is designed to be a secure online location to store drawings reports correspon dence and other project specific documentation A default file organization tree has been set up within the PARKS Project template While this folder structure is standard to the Park Development Division and every effort should be made to adhere to these standards the folder structure can be modified by the Project Manager at any point during a project Folders tab AAA 15 CCCCC DDDD TEST Back Forward Projects Profile iz E E Logout Project Info Folders Roles Metadata Groups Permissions Export Notifications Workflow Reports Return To Project Print Expand cument Collapse all p AAA 1 5 CCCCC DDDD TEST Delete ra Sumen SUMMITS S10 Sy Sl Y 6
128. t save information that Fl2 developer tools can be used to contact you without your implicit consent Go to pinned sites Import Advanced Default About Internet Explorer ocation F Never allow websites to request your Clear Sites physical location Pop up Blocker _ M Turn on Pop up Blocker Settings Settings i ale c Disable toolbars and extensions when InPrivate Browsing starts K Cancel Apply 1 Open Internet Explorer and click the Tools 5 icon at the top right corner of the window Select Internet Options from the dropdown menu The Internet Options menu will open in a new window Click the Privacy tab Click the Settings Settings button to open the Pop up Blocker Settings dialog box 113 114 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Ip Pop up Blocker Settings ee o O N Qu Exceptions Pop ups are curently blocked You can allow pop ups from specific ePlans web E websites by adding the site to the list below address Address of website to allow tips feplans Montgomery planning arg projection caserp mncppe del deveplans montgomenplanning org eplans montgomenplanning org Remove all snprd04710 outlook com training avolvesoftware com Notifications and blocking level 4 Play a sound when a pop up is blocked Show Notification bar
129. the MNCPPC ParksWorkflow link and a Priority dropdown menu and Due Date field will appear Entering a priority and due date for the project are completely optional 11 Click the Start link to the right of the Due Date Field 12 Your first task should appear in your Tasks List shortly thereafter AAA 15 CCCCC DDDD TEST 4 Back Projects Profile z Logout Main Contact a Project Reports El Tasks List Info 4 Notes E Email Expand current Collapse A TestProject El AAA 15 CCCCC DDDD TEST a E Show All Tasks For All Users Current Submissions 8 Files amp New H Documents Task Attached To Status Priority Due date Created On Updated On Updated By Action Ham Drawings H Project Permits Folder 5 29 Photos a Project Correspondence H 0 Uploads i ChangeMarkReports Page 1 of 0 0 items 29 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Determine Type or Percentage of Plan Review Upload Existing Project Files and Information Now that you have set up your project template and added users you are ready to begin the Workflow The first task is to identify what type of project you are working on and to upload background documen tation to the project folders Attached To Status Priority Due date Created On Updated On Updated By _ Action Determine TypeOrPercentageOtPlanReviewUploadexistingProjectFilesandinfor
130. the First Time The first time you are invited to join a project on ePlans you will receive an Email notification similar to the one below This Email will contain a temporary password and a link to ePlans From eplans montgomeryplanning org mailto eplans montgomeryplanning org Sent Thursday June 21 2012 12 31 PM To PIES Linda Subject ProjectDox Invitation for 123 aplans Invitation Hello Linda 24412 You have been added to the ProjectDox database and as a new member to the project listed below Copy the Login linda ERES ry 0 Temporary Temporary Password C6DD6F 2 Password Project 123 Invited by Shuchi 22 Project Owner Shuchi 2 Login to Owner s Email shuchi tsaa EE Login to ProjectDox Link Contact the Project Owner ors Project Administrator if you have questions regarding this project Please do not reply to this email 15 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 1 Copy the temporary password that was provided to you in the invitation Email 2 Click the link that says Login to ProjectDox This will automatically open your default web browser and take you directly to the login screen You can also open your web browser and enter the address http eplans montgomeryplanning org ProjectDox 3 From the login screen you will be given the opportunity to install ProjectDox Components create an ePlans shortcut on your computer s de
131. thin the project additional detail below Move 2 Move files from one folder to another Compare 4 11 Open the Brava Viewer and compare two files to one another See the Review Re vised Drawings task in the Project Manager s Workflow for more information on Compare Mode Check Out fx Other users cannot modify any drawings that are checked cut Checking out files ensures that others aren t trying to modify them at the same time you are Delete X Remove selected files from ePlans 97 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 4 The row of icons to the left of each file s thumbnail allows you to modify individual files Some of these icons are redundant from the multiple f le icons list View History 3 View up a file s details versions and history If multiple versions of a file exist you can access the Version Compare tool from this icon Follow the instructions in the Review Revised Drawings task of the Project Manager s Workflow Download 4 You can download an individual file to your local hard drive or server Remember that any changes made to downloaded files will not appear in ePlans unless you re upload the modified files Topics Attach notes to a particular drawing for members of a project to see Markups If markups exist for a drawing you can use this icon to view or edit them Follow the instructions in the Compile PDCO Team Comment
132. turn to the eForm click on the associated task within the Tasks List Step One element within a task All of the steps must be completed in sequence to complete a task System Administrator An ePlans user with the highest level of permissions and access to all projects folders and functionality Contact a System Administrator with any troubleshooting questions or re quests for additional permissions Tasks List Information about any tasks within a Workflow that require the user s action Clicking a task will take a user to the eForm for that task Refer to Page 19 for an overview of the Tasks List Task A step within the Workflow Each task must be completed sequentially before moving on to the next task The Project Manager has the ability to skip any task in a Workflow with the exception of the QAP Checklist 129 130 Task Accepted A task s status within the Task List that indicates the user responsible has started work ing on the task but is not yet finished The task status changes from Pending to Accepted as soon as the user has clicked on the task in the Tasks List Task Pending A task s status within the Task List that indicates the user responsible has not yet begun working on the task The task status changes from Pending to Accepted as soon as the user has clicked on the task in the Tasks List Task Complete A task s status within the Task List that indicates the user responsible
133. ue Save Date ____ REQUIRED QAP CHECKLIST gt REFERENCE CHECKLISTS TA Save Click Here for QAP Checklist Click Here for Construction Business Process l pe Z Click Here for Design Business Process Return to main page Click to Access Project Assign reviewers CYCLE SELECT GROUP ASSIGNMENT REVIEWER Notes from Project Manager zerseseeer r PDCO GROUP All In Group v Aaron I gt ad ana Sassseeeed 1 E QAP OFFICER Individual v Aaron FETES v f Project Manager s Notes i Begin review Save and Close 1 Anew task will appear in your Tasks List Click on the link entitled BeginReviewCycle 2 A message will pop up asking if you want to accept the task Click OK and open the eForm to accept the task 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 4 Select the Group Review Due Date Es and click the Save Save button This is the deadline for all PDCO Team members to complete their review of the submitted drawings 36 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS SELECT ASSIGNMENT REVIEWER PDCO GROUP Al In Group First In Group Individual QAP OFFICER All In Group 5 Assign reviewers by clicking the checkbox next to each group you would like to include in the PDC
134. up asking if you want to accept the task Click OK to accept the task and open the eForm 4 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow The Project Manager will have requested a date for you to apply your eSignature Additionally the PM Comments field will include information about the submission you are about to review 5 To review the Consultant s drawings click the link entitled Click to Access Project This will take you back to the project s main page THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 6 The project s File List will appear on the left side of the screen Click the folder where the drawings are saved Unless otherwise directed by the Project Manager these files will always be in the Current Submissions folder 7 To view a drawing click the drawing s name or the thumbnail preview of that drawing The drawing will appear in the Brava Viewer at the right If you are satisfied that the bid set is complete click the thumbnail for the project s cover sheet to open it in the Brava Viewer View Folders Upload Files Om 8 TE Current Sort Select bd 4 ce HiagoaeQonax 2 9117 2014 3 13 31 PM 664 KB Save as a AS R Annotate Redact Measure Publish Select gt The Maryland National Capital Park and Planning
135. ver sheet 10 Refer to the Other Functions section for instruction on publishing a copy of the cover sheet with the eSignature this process is identical to Publishing Changemarks nm Ah R Annotate Review Redact Takeoff Publish a L 01 Cover Sheet pdf V3 The Maryland National Capital Park and Planning Commission CAMP SENECA SPECIAL PARK SENECA LODGE TENT PAD CONSTRUCTION PLANS 14500 CLOPPER ROAD BOYDS MARYLAND 20841 Review Division Chief s name A Name Author Date Michael 10 03 2014 09 Ex ST AG STORRS BOTTOM OF MALL TOP OF WAL ni PERT ELEVA TO gan LITS OF DISTURSANLE SLT Pence mW Cancel Zee LP Se SOT gt Oe feat AR ET A ar A TR De eke ew I 4 DT ne a MUDA TE ITD ee TREE PWOTECTionw PENGE ID MITTE AT PE OUEST E IE E coats A MAIM AE VITANA N AAR DF ATESTE ES Loa GRADING PLAN HARDSCAFE DETAILS Ties al Nery AO ET Var Lor Lag Layout AND MATERIALS PLAN Isar ADA COMPLIANCE CERTIFICATION OVED FDR PROC Vai ABER aa U APPR EWENT reed wen bree he preted vere a im Lado ee Tea O E T aam pan Park and Manning Commission Ag Deep Tiger Pra Seneca Lodge Tent Pad Camp Seneca Special Park ihn Set Spee Mil amen 4214519 Liber Folio em A Lama Domp AD Dup lt i Geer Mersey hmm Audet ty Tem goes ED 800 Pin t
136. visions whose work programs are directly impacted by a park development project PDCO Team members will use their individual expertise to review and comment on a Consultants drawings for accuracy and completeness The Project Manager is always a part of the PDCO Team QAP OFFICER The Quality Assurance Program QAP Officer is the last person to review a set of contract documents be fore they go out to bid Following a standard checklist of requirements the QAP officer ensures that a set of contract documents meets the standards set forth by Montgomery County Parks DIVISION CHIEF Per Montgomery County Parks contracting requirements all contract documents must be approved by the Division Chief who gives his or her approval by signing the cover sheet of the construction drawing set He or she can use ePlans to apply a digital eSignature to the cover sheet further streamlining the procurement process EXTERNAL Any person or agency outside of Montgomery County Parks who has review authority over or is directly impacted by a project is considered part of the External User Group Although a Project Manager can elect to provide external stakeholders with ePlans access their review of a Consultant s drawings is usually con ducted outside of the Design Workflow OTHER The Other user group was created to provide a Project Manager with flexibility when creating his or her project team This group can be used when assigning users to a proj
137. w Activity Name MNCPPC_ParksWorkflow QAPApproval Activity Instructions e 3 DC Review Percent QAP Due Date Current User Logon Aaron EHRE aaron 244 28 monegomeryparks org z Plan Review Types POP eeoa ens Review Percent QAP Due Date QAP Checklist x Return to main Save Page REQUIRED QAP CHE REFERENCE CHECKLISTS Notes from Click Here for QAP Checklist Click Here for Construction Business Process j Click Here for Design Business Process AT Project aE LManager Click to Access Project Notes to Project Manager Save and Close Thanks for taking the time to review these drawings Please let me krfow if Complete you need additional information Review i PM Comments QAP Not Approved QAP Officer 82 Complete QAP Not Approved Save And Clos 1 A new task will appear in your Tasks List Click on the link entitled QAPApproval 2 A message will pop up asking if you want to accept the task Click OK to accept the task and open the eForm 3 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow The Project Manager will have requested a date for you to complete the QAP Review in the QAP Due Date field Additionally the PM Comments field will include information about the submission you are about to review THE MARYLAND
138. w task will appear in your Tasks List Click on the link entitled UploadProjectDrawings 3 A message will pop up asking if you want to accept the task Click OK and open the eForm to accept the task 4 The eForm will appear in a new window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 5 To upload project files click the link entitled Click to Access Project in the middle of the eForm This will take you to the project s file list The file list also appears at the left side of the screen on the project s main page 60 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS 6 Click the name of the folder to which you would like to upload files Unless the Project Manager directs you otherwise submission drawings should always be uploaded to the Current Submission folder Click the name of the folder to which you would like to upload files Click the Upload Files Upload Files button and a new window will appear allowing you to upload files If the destination folder is empty you a set of instructions for uploading files will appear where the project s file list was If there are already files in the folder the Upload Files button will appear at the top of the file list Expand cument Collapse J Project number a AAA 15 CCCCC DDDD TEST Button click E Current Submissions 6 Files
139. when a pop up is blocked Blocking level Close Medium Block most automatic pop ups Leam more about Pop up Blocker Type or paste the main ePlans web address https eplans montgomeryplanning org projectdox and click the Add button Click the Close button to return to the Internet Options Menu 6 Click the OK button to return to Internet Explorer Park Facility Codes Each project created within ePlans is assigned a unique project number consisting of several pieces of information that relate directly to the location timing and type of work being done The first component of the project number is the Park Facility Code Every facility within Montgomery County Parks has a unique Facility Code consisting of a letter followed by a two digit number All ofthe Park Facility Codes for Montgomery County Parks are listed below E24 A01 501 KO1 E70 C01 B28 D02 D03 D04 F22 F01 F10 D05 D12 A03 M01 X90 B81 D06 B01 C02 C45 M21 D08 D09 C03 Aberdeen Local Park Acorn Urban Park Adventure Conservation Park Agricultural History Farm Park Airy Hill Local Park Arctic NCA Amity Drive Neighborhood Park Aquarius Local Park Arcola Local Park Argyle Local Park Arora Hills Local Park Aspen Hill Local Park Avenel Local Park Ayrlawn Local Park Batchellors Forest Local Park Battery Lane Urban Park Bauer Drive Local Park Beach Drive Parkway Becca Lilly Neighborhood Park Bedfordshire Neighborh
140. working files to archive folders Instead of downloading and uploading files to your computer this can all be accomplished within the ePlans platform Project Managers have the ability to move or copy files anywhere within their project and can set permissions for other users to move and copy files Change file i E F Multiple file actions p e i a HE Does DAX 2 5 42220714 8 15 09 AM 564 KB F L01 Cover Sheet pdf V3 2 ners T Individual file actions 1 On the left side of the project s main page navigate to the files you want to modify by clicking the folder in which they are located 2 You can change the order in which you view the files by selecting from the options in the Current Sort dropdown menu See the Folder Management section of this tab to change the default and custom file sort settings 3 The top row of icons allows you to modify multiple files at the same time Click the checkbox next to the files you want to modify or click the checkbox on the left side of the top row to select all files in the folder Certain icons in this list do not apply to the Park Development Workflow their descriptions have been omitted Download 4 You can download the selected files to your local hard drive or server Remember that any changes made to downloaded files will not appear in ePlans unless you re upload the modified files Copy Ez Create a copy of the selected files in any other folder wi
141. y Side an Shows the two versions next to each other default view Version 1 Shows the older version only Version 2 El Shows the newer version only Additions fg Shows only elements that have been added to Version 2 in green Deletions Shows only elements that have been deleted from version 1 in red Unchanged Shows only elements that have not changed between versions in grey 49 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS Task Name Additional Review Needed Once you have approved the drawings received from the Consultant you are effectively finished with the current level of review and should save a record set of the drawings as they stand If your project is still in development you can begin another review cycle for the next milestone If you just completed the 100 review you are ready to move on to the Quality Assurance Program QAP process Project Construction Plans 15 Review Activity Instructions N Review Info Project Info Contact Info Project File Markups Plan Review Type Project Manager Aaron EARE aaron 2 5 89 montgomeryparks org Review Percent Return to main page Workflow Activity Name MNCPPC_ParksWorkflow AdditionalReviewNeeded O Activity Instructions decide other review cycle is needed and se a Current User Logon Plan Review Types Review Percent Aaron ERARE aaron 4188 montgomeryparks ore e i
142. your browser will allow you to safely access ePlans The following steps apply to Internet Explorer but similar steps can be followed for other browsers e Internet Options eTl ree iman General Security Privacy Content Connections Programs Advanced i Select a z ne to view or change security settings Print File Zoom 100 Safety Local intranet a met View downloads Manage add ons Trusted sites Sites Fl developer tools Go to pinned sites your files You have websites in this zone Security leve evels for this zone A Medium Prompiz before downloading potentially unsafe conbefit Ansigned ActiveX controls will not be downloaded or this zone t F Enable Protected Mode requires restarting Internet Explorer Custom level Default i Reset all zones to default level m ae cana acy 1 Open Internet Explorer and click the Tools button at the top right corner of the window Select Internet options from the dropdown menu The Internet Options Menu will open in anew window 2 Click the Security tab and then select the Trusted sites zone to activate the Sites Sites button 3 Click the Sites Sites button to open the Trusted sites dialog box 111 112 THE MARYLAND NATIONAL CAPITAL PARK AND PLANNING COMMISSION MONTGOMERY COUNTY PARKS You can add and remove websites from this zon

ePlans User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents