Home

ePlans User Manual

1. IRCNOVTEST2 SE Bock Forward Projects prome 21 94 Log Main Tool Bar Main Contact El Tasks List Info 2 Notes Email GA Edit Expand current Collapse Yi IRCNOVTEST2 El IRCNOVTEST2 iartis HE Current Subm EAS 11 Files 0 New di Moo P FO ect N ame EAE Documents lk earn uber a Drawings 1 Files 0 New Projeti Name RGNOVTEST2 5 0 Project Permits Folder MNCPPC Contact Information No image eis Photos aggtion a a Procurement and Contract Applican ee Project Correspondence Applicant s Email Re po rts Ta b H E Uploads Applicant s Phone 5 0 ChangeMarkReports Application Type Parcel ID Project Coordinator Illora Chambers Project Coordinator s Email ichambers avolvesoftware com Project Admins Gregory Linkous Harvey Mazer Shuchi Vera Patrick P ro e ct n fo Ta b Butler Steve Reid Information Counter Illora Chambers Status Begin Project Review Planning Info Link Project Start End Start 11 2 2012 9 48 24 AM End Pass Through avi htm html mov wmv P ro j e ct F es Incoming Files Fax Email 201 eplans montgomeryplanning org Versioning Enabled for this project Main Tool Bar The top row of the Main Tool Bar is identical to the Main Tool Bar in the Active Projects Screen The bottom row provides a number of additional features El Tasks List The Tasks List button project Project Managers and System Administrators have the abil
2. f CYCLE GROUP REVIEWED BY STATUS amp NOTES pa ja a g 4 SHUCHT A 1 PDCO GROUP SHUCHI W MONTGOMERYPARKS ORG 2 PM E r E Comments 8 f Reviewer PM COMMENTS REVIEWER RES INSE f Clarify your s Comments have Res ponse comments on been revised sheet L 06 See changemarks i in drawings AARON Skipped v R AARON A NEO MONTGOMERYPARKS ORG EVIEW hi pl Complete Checkbox i VIEW CHECKLIST f i 7 5 4 EVIEW AND OR me iGiiMENT COMPLETE B EEE a alate Sadie E ASSIGNMENT COMP LETE Comp ete f 4 pl Mm 14d Review Skip Pending Tasks Save amp Close AARARARAA A Page 79 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS QAP Officer Page 81 of 137 WORKFLOWS QAP Officer This section describes the QAP Officer 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 Upload revised drawings Responsible Group Consultant Task Name Begin review cycle Responsible Group Project Manager 1 04ddY AIAIIN MAINAN IY SA 159339 Task Name POCO team
3. Drawings X 2 GY EB Project Permits Folder X 2 GA Save Folder Photos X 2 gt Procurement and Contract X 2 QA Order Project Correspondence X GA E Uploads X 2 GA 0B ChangeMarkReports Ti rl E E an E E E Save Folder Orde Expand current Collapse ell 2 To modify individual folders use the icons to the right of the folder name e Click the Delete icon to delete a folder and all of its contents e Click the View Permissions icon to changes which users have access to view modify or add to a folder e Click the Rename icon to rename the folder 3 Tochange the order folders are viewed in the project s Main Page click and drag the folder you wish to move to the location you wish to move it to Click the Save Folder Order button when you are finished organizing folders During the design review phase of a project the Current Submissions is the most commonly accessed folder by all users which is why its default location is at the top 4 To create a new folder click the Add Folder link Page 99 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks File Management Once a phase of a project is complete you may want to create record sets of Consultant submissions or move older working files to archive folders Instead of downloading and uploading files to your computer this can all be accomplished within the eP
4. Optional Applicant s Phone Application Type Parcel ID Status Planning Info Link End Date Versioning Enabled Important Once versioning has been enabled for a project it cannot be disabled ave 4 Click on the Edit button to modify the project template and to add users to the project You can add users to the project at any time during the workflow by going back to this button Adding users to the project allows others to view and comment on the documents loaded into ePlans The rest of the project template can be used as is or customized to meet the needs of your specific project Most projects will not require any changes to the template Qu plans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County IRCNOVTEST2 4a Back Forward Projects Profile al EN 6 Logout Main Contact E Tasks List Info FG totes i Expand current Collapse a IRCNOVTEST2 Ey ests Project Info Reports H Current Submissions 1 Files O New a Documents ea Drawings 1 Files 0 New a Project Permits Folder Ea Photos Location Ea Procurement and Contract Applicant H Project Correspondence Applicant s Email Project Number IRCNOVTEST2 Project Name IRCNOVTEST2 MNCPPC Contact Information No image exists H E Uploads Applicant s Phone 5 0 ChangeMarkReports Application Type Parcel ID Project Coordinator Illora Chambers Proj
5. Review AAA AAA AAA EEE EEE NENNEN EN AAA AAA E m Complete reviendie ff Skip Pending Tasks saves cios AT Save amp Close 23 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 e mail notifying you of a new task in your task bar Click the Project File Markups tab of the eForm and scroll down to your username in the Group Review List 24 The PM Comments Field will display a note from the Project Manager Respond to the Project Manager in the Reviewer Response Field The PM Comments Field and Reviewer Response Field show a record of all of 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 comments and responses 25 Click the checkbox entitled Plan Review And Or Assignment Complete then click the Complete Review button to notify the Project Manager of your response 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 button 26 Once the Project Manager has resolved all comments with all PDCO Team members he or she will complete the PDCO Review process and send the comments on to the Consultant Page 78 of 137 ta la la a A N A A
6. 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 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 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 5 through 9 above Page 62 of 137 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 prevent a complete PDCO Team review he or she will reject the drawings and request that you revise your drawings and upload them again If your drawings are approved on the first submission you will skip this task 1 Anew task will appear in your Task List Click on the link entitled UploadRevisedDrawings 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 The Task Instructions section of the eForm will contain comments from the Pro
7. No in the Resolved Column Page 41 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 You can view and edit changemarks within the context of an entire drawing by navigating back to 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 View Folders Upload Files i a Curent Son Select hi A 15 Ab FR O iS p bo aK 7 H L 0t Cover Sheet pd 1 4 2013 10 18 43 AM 577 KB Asron Feldman a S 7 dl x Aeron Feldman a safja x 6 Ifchangemarks exist within a drawing the Markups icon will appear below the file name Click the Markups icon and the View Markup Screen will appear 7 Decide which changemarks you want to view or edit View To view changemarks click on the View box for each markup name you would like to see You can view as many or as few changemarks at the same time as you would like Edit To edit changemarks click on the Edit button for the changemark you want to edit You can only edit one set of changemarks at a time Markups attached to plan layoutt dwg arkup Name Author Date PPDCO EFUDD PDCO Useri 12320128556 PM 2 amp Nikki Thorne 12 14 20121 10 12PM a a 8 Once you have selected the chang
8. Project Manager Aaron 4 aaron 4 bmontgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow ReviewBidDocuments Activity Instructions alize EEErEErIAEAEANAEANAENENEANAEAENEEEEN Current User Logon Aaron 4 aaron Dmontgomeryparks org Plan Review Types Project Construction Plans Review Percent 100 y f f f mn _ nn a _ REQUIRED QAP CHECKLIST ax REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process S Click Here for Design Business Process Click to Access Project Review Complete f save ana close A Seveanc Close TT a 4 Review and revise all of the bid documents as necessary to prepare them for the QAP Manager s review 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 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 button Page 51 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 tha
9. Save You can return to this screen at any time by clicking on the Profile button on the Main Tool Bar 7 After saving your profile information you will be taken to the Projects Screen 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 entered in your User Profile page If you ever forget your password click on the Forgot Your Password link next to the Login button After logging in you will be taken to the Active Projects Screen From this screen you can view all of the projects you have been invited to and all pending tasks for you to complete Ta ad p ans MontgomeryPlanning org MonigomeryParks org M NCPPC Montgomery County Main Tool Bar Sa Back Forwer d s Projecte Protite a A PF ogout iaa see enlargement 2 projects out of for Hacks Tnarne atd2gavotvescttware com E Preso Enter To Soo A as below Project Number Options Project Name 04a e Do Hol Alles or Delete Upload Project Files o P 7 a Mora s test proyect lora Champers Design Complete o 2 aa ParrsDemoName Upload Project Files P roject Sea rch Field Project Sorting Buttons Project List Task List 4 4 gt gt Page 1 of 1 U ferns Project Number Task Attached To Updated On Updated By Det edt Manager Pending 12 12 2012 3 28 08 PM 12 12 2012 3 28 06 PM Navigation Buttons Page 17 of 137 The M
10. E Carlton Gilbert MNCPPC PLANNER COORDINATOR AREA 2 DIVISI carlton montgomeryplanning org Ad d E Carl Morgan Montgomery Parks CIP Manager carl Yamontgomeryparks org Fl Paul Carlson Montgomery County Parks Paul montgomeryparks org C h ec k b OX E Carlos Iraheta Montgomery County Parks carlos i montgomeryparks org E Carl Sears Montgomery County Parks Carl montgomeryparks org E Carl Morgan cityplannermorgan com Ad d carl Morgan cmorgan aicp com Selected Page 1 of 2 8 items Use r o Add Selected Users Add All Users Groups All Users _ New User First Name Last Name Invite 8 Once you have added all of the necessary users click the Return to Project button in the Main Tool Bar 9 Click the Tasks List button in the Main Tool Bar Page 29 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 10 At the bottom of the page click the MNCPPC ParksWorkflow link to start the Workflow This is arguably the most important step in the process as it initiates the project and sends out the first task 20130103 Main Contact Espora cupra alias A 2003 0103 Se arena Sy Eerie gigrig eplans ganaca Lodge Tani Pad Show All Tasks For All Users Workiow Rauling Slip Workiow Agency Reta Sitz unreal Proje Werdow Rowing Slip pale Projac Cnsckksi Report Eure Projed Shocks Report Hol Mel Bems Only E Proja Ta
11. Parking Spaces 11 count Shrubs 7 count Save to File This will save a comma separated value csv file that can be opened ina spreadsheet program such as Microsoft Excel A B Concrete Paving 125 6 ft Flagstone Paving 2755 4 sq ft Mulch Beds 0 sq in count count When you have finished exporting data click the Close button on the Takeoff Export Window To save all of the takeoffs you have calculated click the Save As button at the top left corner of the Brava Viewer Enter your name in the Save As Window that appears and click OK To return to a Takeoff file you previously saved open the drawing in the Brava Viewer and click the Review link at the top of the Brava Viewer Select the file name you want to view and click OK Click the Takeoff 4 7 tab at the top of the Takeoff Menu Page 106 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 in two places Reports about project user activity are available through the project s Main Page Reports of actions taken within a workflow are available below the Task List 1 For reports about project user activity
12. ePlans Web Address Add Close Page 116 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Disabling Pop Up Blocker In order for ePlans to function properly the platform needs to automatically open new windows within Internet Explorer To make sure Internet Explorer allows this you will need to disable the Pop Up Blocker for ePlans 1 Open Internet Explorer and click on the Tools icon Select Internet Options from the dropdown menu The Internet Options Menu will open in anew window Print File Zoom 100 Safety View downloads Manage add ons F12 deweloper tools Go to pinned sites About Internet Explorer Click the Privacy tab 3 Click the Settings button to open the Pop Up Blocker Settings Window Type or paste the main ePlans web address https eplans montgomeryplanning org and click the Add button and then click the Close button to return to the Internet Options Menu 5 Click the OK button in the Internet Options Window to close that window and return to Internet Explorer Page 117 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Privacy Tab Select a setting for the Internet zone Medium Blocks third party cookies that do not have a compact privacy policy Blocks third party cookies that save information that can be used to contact you witho
13. REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Main Page Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process u PM f Click to Acce Project Comments Complete PM Comments Save and E Complete Save And Close Close Page 90 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 6 The project s File List will appear on the left side of the screen Click on 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 Toview 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 Annotate Annotate Redact Takeoff Publish Save Select The Maryland National Capital Park and Planning Commission CAMP SENECA SPECIAL PARK SENECA LODGE TENT PAD CONSTRUCTION PLANS 14500 CLOPPER ROAD BOYDS MARYLAND 2084 Text Image EXIST NG SOVTOUR EXIST WG TREI LINE EXIST KG TREES Browse PROPOSE TREES PROPERTY WME EXIST Wo LINE OF PAVEMENT FORT WG STORM TAAN BOTTOM OF WALL TOP OF WALL INVERT E_EVATIDA LITE NE DISTURRANTE SLT FENCE TREE PROTECT
14. go to the project s Main Page and click the Reports tab next to the Project Info tab at the top of the screen A list of all of the available reports for that project will appear along with a brief description of each report Ny p la ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County 2013 0103 Back Forward gt Projects Profile lal EJ Logout Main Contact G Tasks List Info Notes Email fy Edit Expand current Collapse la Seneca Lodge TentPad E 2013 0103 Project Info Li Current Submissions 6 Files 12 New Available repd KR 2 Documents Drawings O Project Permits Folder Ga Photos Current Project All Emails Sent Detailed Report Current Project all emails sent detail report Current Project All Emails Sent Summary Report Current Project all emails sent summary report Current Project All Files Report Current Project all uploaded files report Current Project All Project Users Current Project all users in Project Current Project All Uploaded Files with Sheet Sizes Current Project all uploaded files with sheet size calculations La ChangeMarkReports Current Project Entered last 30 days Current Project entered in last 30 days Current Project Entered last 7 days Current Project Entered in last 7 days Current Project Folders Entered last 30 days Current Project folders entered in last 30 days Current Project Folders Entered last 7
15. 6 A P PROJECTS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 01 Cover Sheet pdf 577 674 bytes Files to be MQ PROJECTS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 02 Layout pdf 198 145 bytes P PRQJBCTS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 03 Grading pdf 320 075 bytes U p Od d e d P PRG S LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 04 Details pdf 299 008 bytes P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 05 Details pdf 323 292 bytes P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 06 Planting pdf 258 554 bytes Select Files Select Folders Upload URL Upload Nov Click the Select Files button A Windows Explorer window will open You can also drag files directly from Windows Explorer into the Files to be Uploaded Box Find the files that you want to upload from your computer or local server drive onto ePlans Highlight the desired files and click Open Hold down the Control key to select multiple files Click the Upload Now button to upload the files Once you are finished uploading project files return to the eForm If you closed the eForm you can get back to it by clicking on the task in the Task List see step 1
16. Anew task will appear in your Task List Click on the link entitled UploadRevisedDrawings 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 Click on the Project File Markups tab at the top of the screen to see a list of every changemark made on the drawing Project Construction Plans vie 2 Project File Tab Filter by Group Response Refresh Changemarks Publish to PDF Field Resolved File Cycle Group i Markup Description Details Respons Remove Will revi Save Eta Aaron Feldman parking lot Layout pdf improvements from this set PDCO Group Change mark Updates Extend the Aaron Feldman wall all the way across L 02 PDCO Group Layout pdf L 06 PDCO Group planting pdf Aaron Feldman Save Changemark Updates Fl Show My Changemarks F Show All Changemarks for All Cycles x 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 Page 65 of 137 The Maryland National Capital Park and Planning Commission Montgom
17. 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 Project Construction Plans 15 Re Review Info Project Info Contact Info Project File Markups Project Manager Aaron 5 aaron 44 1G0montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow DetermineTypeOrPercentageOfPlanReviewUploadExistingProjectFiles O Activity Instructions Current User Logon Aaron A AMA aaron Gmontgomeryparks org Plan Review Types Project Construction Plans Review Percent REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for Checklist Click Here for Design Business Process Click to Access Project Complete Save And Close 1 Click the link for the checklist you wish to complete This will open the checklist in a new window Page 97 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 2 Atthetop ofthe page click the checkbox for all of the relevant steps within the process and click the Select Items button 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 button Chec
18. Commission Montgomery Parks Takeoff Tools The Brava Viewer has the ability to count the number length or area of several different elements at once keeping a separate tally of everything measured This feature is particularly useful when creating cost estimates determining quantities of materials to order or verifying whether proposed work falls within required limits Anota Rada Takes lish Measure Takeoff Total Count Takeoff Menu Categories List Takeoff Checkmarks et EN ER es JE Measure Toolbar Calibration Window Cures Gene Caite E Open a drawing in the Brava Viewer by clicking its thumbnail in the Project File List Zoom to the drawing s graphic scale If no graphic scale exists zoom to a known dimension gt 3 Click the small arrow nn button to the right of the Measure or Takeoff link at the top of the Brava Viewer and select Calibrate from the drop down menu 4 Make sure the Snap checkbox is checked 5 Place your cursor at the 0 hash mark of the graphic scale and click once If no graphic scale exists use the beginning point of a known dimension 6 Place your cursor at the next hash mark of the graphic scale and click once If no graphic scale exists use the end point of a known dimension 7 Select the units you wish to use from the Select units drop down menu 8 Type inthe dimension o
19. Name E L 02 Layout pdf 12 28 2012 2 33 06 PM 198 KB Asron Feldman A 5a M L03 Grading pdf 12 28 2012 2 33 08 PM 220 KB Aaron Feldman Ses L 04 Detaits pdf u Drawin 12 28 2012 2 33 06 PM 299 KB H 7 B Aaron Feldman 4 4 B iaa i 4 ut Fremen e T 05 Details pdf_ aamua ON St j a POWE u Tun cd t 12 28 2012 2 33 07 PM 323 KB j ES mera Z man Asron Feldman i gt ph tet OO i der pad Wri rreri i wi a a Bere HALA Pan Tools u sa El L 06 Planting pdf a ag irae w A y l 12 28 2012 2 33 07 PM 258 KB e T Aaron Feldman php Soca at Br mm AD N Roa 2 Seneca Lodge Tent Pad Camp Seneca Spectal Park Nery ie Fetlo MATINAL PLAN 1 O lt gt Annotate Redact Takeoff Publish Annotate Toolbar Dr Changemarks Toolbar see enlargement an WALK WITH o FR F7 OC 0 Erst Pan ALTERMAN EADH at ON TAST AM PLACE ce t x hg Snes Pano m AN Y V UGH FICTURE 9 OC trib mann fn sank l m OF Pa zam q Be EDGE OF Tane saoe J lt a WEST N y en Pa Franc List ae FEN cena cout i Los Doko st Nr Lil L y Tem Asa maa ANNO TYP 2 TENI post wm 4 che ANON AP SEAT Whe The Maryland National Capi
20. Nca Hawlings River Stream Valley Park Heritage Farm Neighborhood Park Highland Stone Neighborhood Park Hillandale Adult Edu Center Hillandale Local Park Recreation Facility Hillandale Local Park Hillandale Park Office Building Hillmead Neighborhood Park Hillwood Manor Neighborhood Park Historic Hyattstown Open Space Spcl Park Hopefield Neighborhood Park Hoyles Mill Conservation Park Hoyles Mill Village Local Park Hunters Woods Local Park Hunters Woods Nca Indian Spring Terrace Local Park Indiansprng Terrace Local Park Rec Facility Inverness Forest Nca Jesup Blair Local Park John Haines Neighborhood Park Johnson Local Park Jones Mill Road Neighborhood Park Josiah Henson Special Park Juniper Blair Neighborhood Park Kemp Mill Estates Local Park Rec Facility Kemp Mill Estates Local Park Kemp Mill Urban Park Ken Gar Palisades Local Park Rec Facility Ken Gar Palisades Local Park Kensington Cabin Local Park Kensington Heights Neighborhood Park Kensington Parkway Stream Valley Park B32 P15 E69 D61 D83 A15 M56 FO6 D63 HO9 D64 D46 B74 C31 P16 M52 N26 G06 M53 P17 P18 P23 P19 P20 P21 P22 M25 B33 L10 D65 P24 P73 P76 B66 B77 D66 D67 The Maryland National Capital Park and Planning Commission Kensington Frederick Ave Neighborhood Pk Kilgour Branch Stream Valley Park Kings Crossing Local Park Kings Local Park Kingsview Local Park Kramer Urban Park Lake Needwood Snack Bar Layhill Local P
21. Task List see step 1 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 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 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 7 through 11 above Page 33 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Pre Screen Review Once you determine the type or percentage of plan review and upload project drawings the Consultant s will receive an e mail instructing them to upload their project drawings for review Once that is complete you will need to conduct a Pre Screen Review to ensure the Consultant s drawings are acceptable to send to the PDCO team for their review 1 Oncethe consultant completes the task entitled Upload Project Drawings a new task will appear in your Task List Click on the link entitled PreScreenReview 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
22. Team Review so don t worry about adding yourself to the Assign Reviewers list All in Group All users in the group will receive this task and all users will need to accept the task This is the default setting and the most common setting to use in the 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 First In Group All users in the group will receive the task but only one person needs to accept it CYCLE SELECT GROUP ASSIGNMENT REVIEWER SS SS ns Yv 1 PDCO GROUP All In Group v Steve Reid First In Gro SISEF Assign Reviewers Assignment Type Checkbox Dropdown Menu 6 The Project Manager s Notes Field allows you to communicate general instructions such as the location of the files to review to the PDCO Team 7 Click the Begin Review button at the bottom of the eForm to finish this task and move on If you want to leave ePlans and finish this task later click the Save and Close button 8 You are now finished with this task and it will disappear from your Task List Page 38 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 of the PDCO Team See the
23. 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 Toview the uploaded drawings click on the link entitled Click to Access Project This will take you back to the project s Main Page Review Info Project Info Contact Info Project File Markups u x Activity Instructions Project Manager Project Manager icO2 EEE com Workflow Activity Name Activity Instructions MNCPPC_ParksWorkflow PreScreenReviey Plan Review Type Current User Logon YP Plan Review Types Review Percent Other SSS REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Illora 4 chambersO u w Return to Main Page Prescreen Click to Access Project Project Manager f Comments PRESCREENING COMMENTS Consultant s Notes Files are located in the current submissions folder Consultant s Notes Save and Close Page 34 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks eplans is p MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County IRCNOVTEST2 Back Forward Projects Profile la gh Le Logout i Main C
24. 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 Click on the Project File Markups tab at the top of the screen The top portion of the Project File Markups Screen shows a list of every changemark made on the drawing View the Consultant s response to each changemark in the Response field at the right of the screen Project Info Contact Info Status Project File Markups Filter by Group Refresh Changemarks Publish to PDF Resolved File Cycle Group i Markup Description Details Response 120312 add bushes to the front entrance Add lan 1 PDCO Group p PDCO EFUDD landscape layout1 dwg is Save Changemark Updates Show My Changemarks Show All Changemarks for All Cycles 5 You can view the revised drawings by navigating back to the projects 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 6 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 on the View History Ea icon ben
25. any items marked N A be sure to include an explanation in the PM Comment Field for each item Make sure all items are marked N A or Met You will not be able to send your project to the QAP Manager if any items are marked Not Met 9 When you have finished your review of the checklist click the Update Correction List button to save the checklist and then click the 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 Update Correction List and then Close to save your progress Click the QAP Checklist link on the eForm to return to this point Select Items PM Comment C Check here to display only the items that are set as Not Met 1D DESCRIPTION STATUS PM COMMENT TITS FUN SE Status COVERSHEET Standardized Cover Sheet 3 s Not enter additionaleas Sms here 001 N A Met Mi E 0 Update COVERSHEET Standardized Title Block w M NCPPC Not p 002 Logo signatures and dates INJA 9 Met Met Correction COVERSHEET s Sa enaa A SS gt Project Title and Project Address ia 003 H ONA Met a List Close Update Correction List 1 Page 53 of 137 10 11 12 13 14 The Maryland National Capital Park and Planning Commission Montgomery Parks Once you are ready to send your project to the QAP Officer check the checkbox entitled I have completed all items in the QAP Checklist Enter any gener
26. 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 47 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 document review Changemarks are the primary means of making comments on drawings within the ePlans platform 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 Wi Checked Checkbox 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 59 for an overview of all of the Consultant s tasks in a Workflow Dialog Box A window that appears co
27. i ip KN SNA Lo A Shown 3 e a mue vaca Se 8 MOS il e fy Pie ao OY Comparison d PS Li SJ Toolbar see enlarge ment Side By Side Overlay Unchanged Differences Overlay Places the two versions on top of one another Overlay Differences Shows elements that have been added to Version 2 in green deleted from Version 1 in red and remained unchanged in grey Side By Side Shows the two versions next to each other Version 1 Shows the older version only Version 2 Shows the newer version only Additions 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 Version 1 and 2 in grey Page 48 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 10 Once you have determined whether or not the Consultant has addressed all of the comments from the PDCO Team and the external consultants return to the Review Info Screen of the eForm Ifthe Consultant has not addressed all of the comments enter any additional comments in the PM Comments Field in the eForm and click the Return to Consultant button Once the consultant uploads their revised drawings you willl need to review the drawings again 11 If all comments have been addressed click the Accepted button to move on to the next task Project Construct
28. individual reviewers 1 Anew task will appear in your Task List Click on the link entitled CompilePDCOTeamComments 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 Click on the Project File Markups tab at the top of the screen Project Construction Plans 50 Re 7 en Review Info Project Info y Contact Info Status Project File Markups Filter by Group e Refresh Changemarks Publish to PDF Resolved File Cycle Group i Markup Description Details Response Remove L 02 Aaron Feldman parking lot Eayaus pif improvements from this set 1 PDCO Group Extend the Aaron Feldman wall all the way across L 02 1 PDCO Group Cavout hdi Extend Aaron Feldman shrubs to meet existing L 06 1 PDCO Group Planting pdf Save Changemark Updates AAA Show All Changemarks for All Cycles 4 Thetop portion of the Project File Markups Screen shows a list of every changemark made on the drawing Review each of the changemarks For each changemark that you feel is appropriate to forward on to the Consultant select Yes in the Resolved Column for that changemark If you are not satisfied with a changemark or you feel it needs further clarification from the reviewer select
29. 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 conducted outside of the Park Development 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 project that may participate ina limited number of review cycles or have special permissions apart from those granted to other groups Page 10 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 43M3lA34 OL N8n38 Q3033N M3IA3Y I34 S3A QAIAOYddY MIIAIY ON I3AOYddY Page 11 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Quick Reference Below are some of the most common icons found throughout ePlans You can also hold your cursor over an icon at any time to see a brief description Project icons Folder Icons File Icons Reprographics Icons permissions Cart Project Topics Motes Topics Notes Exist Find Topic or Exist view Print Project Note in Fo
30. open the Control Panel and navigate to the User Account Menu 2 Click the Turn User Account Control On or Off Vista or Change User Account Control Settings Windows 7 link This will open the UAC Settings Menu irl Control Panel User Accounts User Accounts de Search Control pl _ 3 Control Panel Home Make changes to your user account Manage your credentials Change your picture Link online IDs Manage your file encryption certificates ae Manage User Accounts Configure advanced user profile properties To change your password press Ctrl Alt Del and select Change a password Change my environment variables Choose when to be notified about changes to your computer User Account Control helps prevent potentially harmful programs from making changes to your computer Tell me more about User Account Control settings Always notify T Never notify me when mi Programs try to install software or make changes to my computer Imake changes to Windows settings 11 Not recommended Choose this only if you need to use programs that are not certified for Windows 7 Z because they do not support User Account Control Never notify rm Page 119 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 3 Update the UAC by following the instructions below e Vista Uncheck the Use User Account Control UAC to help protect your computer checkbo
31. project files click on the link entitled Click to Access Project This will take you back to the project s Main Page Follow the instructions in the Upload Project Drawings task to upload your revised drawings 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 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 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 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 approves the drawings for review by the PDCO Team 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 9 above Page 64 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Upload Revised Drawings Following PDCO Review Once the Project Manager reviews and complies all of the PDCO Team comments you will receive an e mail notifying you that revisions need to be made to the drawings The Project Manager will also provide you with a Consultant Resubmit Due Date 1
32. review Responsible Group PDCO team Task Name Compile PDCO comments Responsible Group Project Manager Task Name PDCO review cycle complete Responsible Group Project Manager Task Mame Upload revised drawings Responsible Group Consultant Task Name Review revised drawings Responsible Group Project Manager Task Name Additional review needed Responsible Group Project Manager The Maryland National Capital Park and Planning Commission Montgomery Parks Y3IM31438 OL NYAH OINOYddY MIAJY ON Task Name Review bid documents Responsible Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager Task Name Prepare eSignature Responsible Group Project Manager Task Name eSignature Responsible Group Division Chief Page 83 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 the final task in the Workflow aimed at ensuring all of the necessary components of a complete Bid Set are present The QAP Approval is the only task in the Workflow that cannot be skipped 1 Anew task will appear in your Task List Click on the link entitled QAPApproval A message will pop up asking if you want to acc
33. want to calculate by clicking on each point of that shape Hit the Enter key to close the shape and calculate the area The Total Count Field at the top of the Categories List will keep track of the total area of all shapes measured within the highlighted category Count Use the Measure Count button to place a checkmark Y on top of each item you want to count The Total Count Field at the top of the Categories List will keep track of the total number of checkmarks placed within the highlighted category 16 To save quantity takeoffs as a spreadsheet or text file click the Export link in the Takeoff Menu The Takeoff Export window will appear Select categories to export Concrete Pawing Flagstone Paving Mulch Beds Parking Spaces Shrubs save tocnboad EED mm Page 105 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 17 Select the Categories you would like to export Hold the Ctrl key down and click to select multiple categories Alternately click the Select All button to export all categories 18 Determine the format to which you want to save your data 19 20 21 Save to Clipboard This will copy each category and quantity as a string of text You can paste this information directly into the text of an email or into a word processing document Concrete Paving 125 6 ft Flagstone Paving 2755 4 sq ft Mulch Beds 0 0 sq in
34. 015 CCCCCC Project Description Form PDF or other identifying number Ifthe project originated from another agency such as a Technical Review or a Mandatory Referral use the number assigned by the sponsoring agency This number does not necessarily represent the funding source OCA for the project DDDD Three or four digit Project Tracking Database PTDB number This is number assigned to the project in the Project Tracking Database EEEEEE Type of project up to 50 characters Type in a very 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 an 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 The remaining fields of the Create Project form are optional 3 Click the 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 created This may take a few moments Page 26 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Create Project This site supports unlimited projects Project Number Enter your project number here Project Name Enter the project name here PARKS Project Template Template
35. Additional Review Needed 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 review cycle will be saved and a new record will be created for the new review percentage 5 If you just completed the 100 review of your project click on the checkbox next to No additional review is needed Proceed to QAP and click the Review Complete button This will take you to the final tasks in the Workflow Page 50 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 1 Anew task will appear in your Task List Click on the link entitled ReviewBidDocuments 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 Project Construction Plan Activity Cerro erojecemnro conacmo status project rie markups A instructions
36. CO team review PDCO team Task Name Determine type or percentage of plan review upload existing project files and information Responsible Group Project Manager Task Name Compile PDCO comments Responsible Group Project Manager Task Name PDCO review cycle complete Responsible Group Project Manager AIAIaN MAINAN IY SIA Task Name Pre screen review Responsible Group Project Manager REJECT Task Name Review revised drawings Responsible Group Project Manager JAOUddV Task Name Begin review cycle Task Name Additional review needed Responsible Group Proiect Manager Responsible Group Project Manager YIMI AI8 OLNYNISY JIA0YAAV MIINIS ON Task Name Review bid documents Responsible Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager 193 1384 Task Name QAP Approval Responsible Group QAP Officer Task Name Prepare eSignature Responsible Group Project Manager Task Name eSienature Responsible Group Division Chief Page 59 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Upload Project Drawings The Project Manager from the Park Development Division will create a file for your project in ePlans and send you an e mail inviting you to join the project If this is your first time logging on to ePla
37. D QAP CHECKLIST Click Here for QAP Checklist Click to Access Project REVIEWED BY Click Here for Construction AARON My a ee ARO T HONTO HERRAR OA STEVE W 4 er SHUCHI May se SHUCHL A PHONTGOMERYPARKS CHG En Complete Revie REFERENCE CHECKLISTS Click Here for Design Business Process STATUS amp NOTES T FLAN REVIEW ANDVOR ASSIGN 4 E ee Activity Instructions Plan Review Type Review Percent Project Manager s Notes Return to Main Page Highlighted Group Title Username Notes to Project Manager Status Menu Review Complete Checkbox Complete Review Save and Close Page 73 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks E e p la ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County IRCNOVTEST2 Back Forward amp Projects Profile 2 ENE Logout Main Contact B Tasks List E Info 4P Notes EJEmail edit older IRCNOVTEST2 Documents 8 Files 8 New aj View Folders Upload Files am O 1 h Annotate Redact Takeoff Publish gt Curent Sort Select _ D A amp pn E BE F Lat Cover Sheetpdt 12 28 2012 2 33 08 PM 577 KB Aaron Feldman Sea Thumbnail Preview Drawing
38. Drag n Drop files or folders Files 6 P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 01 Cover Sheet pdf 577 674 bytes al P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 02 Layout pdf 198 145 bytes MIINPROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 03 Grading pdf 320 075 bytes P BESWECTS IPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 04 Details pdf 299 008 bytes P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 05 Details pdf 323 292 bytes 34 P PROJECTS LPDD_Seneca Lodge Tent Pad Project Correspondence Major Deliverables 2012 0925 100 L 06 Planting pdf 258 554 bytes Selest Files Select Folders Upload URL Upload Click the Select Files button A Windows Explorer window will open You can also drag files directly from Windows Explorer into the Files to be Uploaded Box Find the files that you want to upload from your computer or local server drive onto ePlans Highlight the desired files and click Open Hold down the Control key to select multiple files Click the Upload Now button to upload the files Once you are finished uploading project files return to the eForm If you closed the eForm you can get back to it by clicking on the task in the
39. Help Tutorial To create a desktop shortcut click and drag the icon below to your desktop Clice here to add ePlans 7 7 1 4 x to your Faworites a mull 2 Asmall window will appear out of the bottom or top edge of your Internet Explorer Window asking if you want to run or save a file Click the Run button If this window does not appear you will need to call the Help Desk to obtain administrative access to download and run ActiveX Controls 3 Once the file is downloaded the ProjectDox Components 7 7 Setup Wizard will automatically launch Follow the instructions in the Setup Wizard When the Setup Wizard is complete you should be able to run ePlans on your computer Page 121 of 137 Montgomery Parks Park Facility Codes Each project created within ePlans is assigned a unique Project Number consisting of several pieces of The Maryland National Capital Park and Planning Commission 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 the Montgomery County Parks system has a unique Facility Code consisting of a letter followed by a two digit number All of the Park Facility Codes for Montgomery County Parks are listed below E24 A01 s01 N48 KO7 KO1 B28 DO2 DO3 Col D04 N61 F22 F01 F10 DO5 N47 A03 M01 B81 DO6 BO1 C02 C45 DOS DO9 C03 M48 N27 N29 G07 Aberde
40. ION FENCE m LAYOUT AND MATERIALS PLAN roa GRADING PLAN In HARDSCAPE DETAILS Signature Block Park and Planning Commissum The Marvland Navonal Capral Seneca Lodge Tent Pad Camp Seneca Special Park POLITY 0A imors Lanp Vere Path Prepay seamen Cros Gomera Co 8 Click the Annotate link at the top of the screen to open the Annotate Tool Bar 9 Click the Image button in the Annotate Tool Bar at the left side of the screen A drop down menu will appear immediately above the Annotate Tool Bar 10 Click the Browse button just to the right of the drop down menu to open a Windows Explorer window 11 Navigate to the eSignature file on your computer s hard drive and click OK The eSignature file name you just selected should now appear in the drop down menu above the Annotate Tool Page 91 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Bar 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 button 12 Place the eSignature by clicking once on the drawing near the Signature Block After placing the drawing click the Select button This will prevent you from inadvertently inserting a second copy of the eSignature Once in select mode you can also move rotate resize or delete an image file Size is 4 x 2 AZ B
41. List This will take you to the eForm 5 Click on the Skip Pending Tasks button at the bottom of the eForm You will be asked to make sure that you want to skip all pending tasks If so click OK E GROUP REVIEWED BY STATUS amp NOTES AARON a PDCO GROUP AARON Sy Sy DMONTGOMERYPARKS ORG STEVE 4 h STEPHEN MONTGOMERYPARKS ORG PDCO GROUP SHUCHTE h SHUCHT DMONTGOMERYPARKS ORG PDCO GROUP Complete Skip Pending Tasks _ Save Close 6 Click the Complete button at the bottom of the eForm to finish the task You will be asked to make sure that you want to complete the PDCO Team Review If so click OK The status of all PDCO Team members will change to Complete and the task will be removed from everyone s Task List Once you click the Complete button you cannot reopen the PDCO Team Review task PDCO Team members may still make changemarks on drawings but you will need to communicate with them outside of the Workflow Page 40 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Compile PDCO Team Comments Once every member of the PDCO Team has had the opportunity to comment on the Consultant s documents 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
42. Manage add ons Fl developer tools Go to pinned sites About Internet Explorer Click the Security tab Click the Trusted Sites button in the menu titled select a zone to view or change security settings This will activate the Sites button just below that window 4 Click the Sites button This will open a dialog box that allows you to add ePlans as a trusted site to Internet Explorer 5 Type or paste the main ePlans web address https eplans montgomeryplanning org and click the Add button and then click the Close button to return to the Internet Options Menu 6 Click the OK button in the Internet Options window to close that window and return to Internet Explorer Page 115 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks This zone contains websites that you trust not to damage your computer or your files Security level for this zone Allowed levels for this zone All Medium Prompts before downloading potentially unsafe content Unsigned ActiveX controls will not be downloaded You can add and remove websites from this zone All websites in Add this website to the zone https feplans montgomenplanning org Websites Remove Require server verification https for all sites in this zone Security Tab Trusted Sites Sites OK
43. National Capital Park and Planning Commission Montgomery Parks 6 Add users to a group by using the All Users or New User tab at the bottom of the screen All Users existing users The e mail addresses for all Montgomery County Parks Department employees are pre loaded into the ePlans database Similarly any consultant who has previously been invited to a project will appear in the All Users tab To add an existing user to a group enter all or part of a person s name or e mail address into the search field Click on the checkbox next to that user s name and click on the Add Selected Users button at the bottom of the screen That user s name will now appear in the Selected Members box at the top of the screen New Users Make sure the person you are trying to add does not appear in the All Users window before creating a new user To create a new user who has not yet been added to the ePlans database select the New User tab Enter the name and e mail address of that user and click the Invite button The user will receive an e mail invitation to ePlans with a temporary password and be added to the All Users list 7 Repeat steps 5 and 6 for each relevant group in the project Be sure to add yourself as a PDCO team member in case you need to reassign a review task to yourself See the Reassign and Skip Pending Tasks description for more information carl Add Name Company Title Email
44. Notes Field will include information about the submission you are about to review such as the location of the project files within ePlans 4 To review the consultant s drawings click on the link entitled Click to Access Project This will take you back to the project s Main Page f there are no drawings in this submission relevant to your PDCO Team role you can skip to step 16 of this task 5 The project s File List will appear on the left side ofthe screen Click on the folder where the drawings are saved Unless otherwise directed by the Project Manager these files will always be in the Current Submissions folder 6 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 Use the tool bar at the bottom of the screen to zoom and pan to close up views of the drawing To view another drawing click on another thumbnail image or another drawing name see screenshot below Page 72 of 137 CYCLE Fi 1 1 a 4 Project Manager Review Percent Workflow Activity Name P Activity Instructions Current User Logon Plan Review Types Group Review Due Date Project Manager s Notes ls Si GROUP PRC IO IP POCO GAO LI MNCPPC_Parks Work PDCOTeamReview Project File Markups Asron a aaron AAN ffgomeryparks org u Aaron WEN Sarg montgomeryparks org Preece Const la I REQUIRE
45. On Pink Sheet 020 DESIGN 7 021 Advertise Project Award Contract issue Notice To Proceed Project Lead Shins To Construction Manager DESIGN Organize Propec File Within One Month Of Adverisement and Price To Payment Of Consultant For Compilation Of Documents Obtain All Required Deliverables From Conkultant For Project File Tum Over File And AM Necessary Documents To 022 2 Constuction Manager e 3 Click the Select Items button at the bottom of the list This will move all of the checklist items into the form at the bottom of the page 4 The items you selected will appear in another checklist at the bottom of the page As you complete each item 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 ID r TION STATUS PM COMMENT DESIGN 001 Send vul POCO request form and follow POCO procedures A Met Not Met ne J P M DESIGN 003 Form evaluation commimee to select consultant review WA Met 7 Not Mel proposals and hire consultant Project Manager coordinates with In House Survey Chief to 4 Comment EM check survey to comply with POD requirements A O OSA 4 7 u P DESIGN OUS Project Manager coordinates with project engineer and checks NIA W Met Not Met to ensure information is complete Project Manager coordinates with lands
46. Outside Agencies As Required To Finalize Approvats 011 7 DESIGN Project Manager Confirms That Permi Submissions Are Ocourting Al The Appropriate Timetrames For The Propect And Coordinates with Construction Manager And Engineer As Needed Construction Supenasor Seals Porma Sets Propecd 012 Manager Reviews Forest Conservation Plan To Ensure Informabon ts Complete Coordinates With Landscape Architect As Necessary And Obtains Environmental Planning Division Approval J DESIGN Incorporale Review Comments imo Documents Review Win Sechon Superasor Conssuchon Sechon Supenssor Or Omsion Chief If Controversial Or Compacaied 014 DESIGN y 015 Project Manager Confirms That Permi Approvals Are Obtained And Provides Copias To Construction Manager 7 DESIGN Finalize Documents Sid Form Cost ESSmate And Prepare Sequence Of Construction Contract Speciasst initiates Cooranaiion WiN Purchasing And CIP Coordinator Contema Funding 018 DESIGN 7 01 A POD Staff Team Checks Documents And Revises Documents As Necessary Se e ct 7 DESIGN incorporate Review Commants into Documents ow 7 DESIGN Send Final Documents To POCO Team Al 100 Complesan Each Team Member Reviews Documents with Their Dimsson Chief And Other Retevant Members Of Their Onision Comments Are incorporated into Documents Team Signs 019 Drawings It e m S 7 DESIGN Initiate Procurement Process For Construction Submit Au Documents With Mileston Chocidist And Pink Sheet For Routing Ottain Sagnatures
47. PDCO Team Workflow chapter 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 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 1 You can use the Status Column in your Task List to monitor the progress of each member of the PDCO Team as they complete their review of the Consultant s documents Pending The task has not yet been accepted by the assigned user Accepted The assigned user has accepted the task but has not yet completed it Complete The user has completed the assigned task Task Updated By Action Reassign Seassian 2 Toreassign a review task to another user click on 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 button This will take you to the Reassign Window 3 The user that you want to reassign from will be highlighted in yellow Select a user within the PDCO Team and click the Reassign link at the right side of the screen If you want to reassign to someone not in the PDCO Team add a user to the PDCO Team group using the Edit button in the Main Tool Bar You can also reassign a task to yourself to complete the task withou
48. Page 8 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks e Automation features make sure that when activity takes place in the workspace those who need the updated information are informed immediately 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 documents 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 effort has been made to minimize the occurrence of these elements and none of them interfere with the Park Development Workflow or the Montgomery County Parks ability to use ePlans Project Roles This compreh
49. Review Info tab at the top of the screen Page 66 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 11 After making all of the necessary revisions to your drawings make sure the file names of your revised drawings are identical to 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 newer ones a copy of the original file will still exist in ePlans 12 Upload your revised drawings by following the instructions in the Upload Project Drawings task 13 Type any additional comments or general notes to the Project Manager in the Consultant s Notes Field GROUP REVIEWED BY STATUS amp NOTES AARON a Me 1 PDCO GROUP AARON h GMONTGOMERYPARKS ORG 5 STEVE Y h 1 PDCO GROUP STEPHEN S MONTGOMERYPARKS ORG a 2 Consultant s SHUCHI 1 PDCO GROUP SHUCHL S MONTGOMERYPARKS ORG e N otes Consultant s Notes Save and Close Complete Save And Close E 14 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 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 button 15 You are now finished with thi
50. S PROCUREMENT PR y Approved BA Date Mitra ABARA P Chief Park Development Division 13 Resize your eSignature 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 ration of the image by holding the Shift key down while you resize the image 14 To enter the date of the approval click the Text button in the Annotate Tool Bar and place a text box in the drawing by clicking on the desired location of the text box and typing the date Size is 4 x 2 APPROVED FOR PROCUREMENT A T ri u a g gt fr 4 2 jp ek a A re i l h i er u o BER vet an a Approved By MEA o o bale 3 2013 1 Mitra MARA PE Se Chief Park Development Division Page 92 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 15 Resize the text by dragging one of the white boxes at the corner ofthe image You can maintain the aspect ration of the image by holding the Shift key down while you resize the image 16 Resize the text box without resizing the text by dragging one of the two black dots at the top of the text box a 17 Click the Save icon WW 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 18 Return to the the eForm and click the Complete button The Project Manager will rece
51. This will cause the View Markup Screen to appear Curent Sot Select Sr iT F A SA AA e EA O 38 Bo a x 7 El 7 L01 Cover Sheet pdf AA 1 4 2013 10 18 43 AM 577 KB lil Aron 455 A A A ip Fl L 02 Layout pdf 114 2013 10 19 44 AM 225 KB Page 76 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 16 Click the radio button next to the set of changemarks you want to edit and then click the View Edit button Markups attached to plan layoutt dwg Edit Markup Name Author Date PDCO EFUDD PDCO User 14 32012 8 55 56 PM 5 4 a PDCO Nikki WW 12 14 2012 1 10 12PM a a 17 Once you have selected the changemarks you want to edit click the View Edit button The drawing and changemarks will appear in the Brava Viewer 18 Continue to make changemarks as before and then click the Save icon E to save your work 19 Once your review is complete return to the Project File Markups Screen of 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 20 Select the appropriate status from the dropdown menu In Review You are still in the process of reviewing the drawings This is the default status You can click the Save amp Close button at the bottom of the screen to save your work and return to your review at a later time Corrections Required
52. Unit 1 Reddy Branch Stream Valley Unit 2 Reddy Branch Stream Valley Unit 3 Redland Local Park Rickman Farm Horse Park Special Park Ridge Road Recreational Park River Road Shale Barrens Conservation Park Rock Creek Hills Local Park Rock Creek Maintenance Facility Rock Creek Regional Needwood Golf Course Rock Creek Regional Needwood Mansion Rock Creek Regional Park Rock Creek Stream Valley Unit 1 Rock Creek Stream Valley Unit 11 Rock Creek Stream Valley Unit 12 Rock Creek Stream Valley Unit 14 Rock Creek Stream Valley Unit 15 Rock Creek Stream Valley Unit 16 Rock Creek Stream Valley Unit 2 Rock Creek Stream Valley Unit 3 Rock Creek Stream Valley Unit 4 Page 127 of 137 P49 P50 P51 P68 N55 N54 N53 N21 001 N24 N52 N51 N50 LOS D96 A18 E54 C23 D98 B47 B48 F18 KO5 KO2 N36 F19 O11 S16 S17 D99 B49 007 012 N12 Montgomery Parks Rock Creek Stream Valley Unit 5 Rock Creek Stream Valley Unit 6 Rock Creek Stream Valley Unit 7 Rock Run Stream Valley Park Rockwood Education Center Cabin Tall Timber Rockwood Education Center Cabin The Oaks Rockwood Educational Center Cabin The Western Hill Rockwood Education Center Rockwood Manor House Building Rockwood Manor House Property Rockwood Special Park Maintenance Garage Rockwood Special Park French House Rockwood Special Park Skyview House Rockwood Special Park Rosemary Hills Lyttonsville Local Park Royce Hanson
53. Urban Park Saddlebrook Local Park Saint Paul NCA Sangamore Local Park Scotland Neighborhood Park Seek Lane Neighborhood Park Seneca Crossing Local Park Seneca Landing Boat Ramp Seneca Landing Special Park Seneca Log Cabin Building Seneca Springs Local Park Seneca Stone Barn Serpentine Barrons Conservation Park North Unit Serpentine Barrons Conservation Park South Unit Seven Locks Local Park Seven Oaks Neighborhood Park Shady Grove Mini Golf Splash Playground Ticket Building Shady Grove Splash Golf Property Shady Grove Maintenance Yard B71 C24 M61 B50 B51 N84 B52 B80 L04 P57 P72 P58 P59 P60 P61 C44 B85 B53 N85 E01 HO8 B15 G11 EO2 E03 E04 E05 C25 E06 E66 N87 E07 E08 E09 E10 L15 FO7 The Maryland National Capital Park and Planning Commission Sherwood Forest Manor Neighborhood Park Sherwood Forest NCA Shirley Povich Field Silver Spring Intermed Neighborhood Park Sligo Avenue Neighborhood Park Sligo Avenue Recreation Facility Sligo Cabin Neighborhood Park Sligo Creek North Neighborhood Park Sligo Creek Public Golf Course Sligo Creek Stream Valley Unit 1 Sligo Creek Stream Valley Unit 1a Sligo Creek Stream Valley Unit 2 Sligo Creek Stream Valley Unit 3 Sligo Creek Stream Valley Unit 4 Sligo Creek Stream Valley Unit 5 Sligo Mill NCA Sligo Mill Overlook Neighborhood Park Sligo Bennington Neighborhood Park Sligo Dennis Avenue Local Park Recreation Facility Sl
54. 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 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 47 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 Page 136 of 137
55. 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 21 After selecting Corrections Required Approved or No Review Required from the dropdown menu click on the Plan Review And Or Assignment Complete checkbox You can also enter any general notes for the Project Manager into the text field on the right hand side of the screen 22 Click the Complete Review button at the bottom of the eForm to finish this 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 button Page 77 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Highlighted 29 ie Group Title CYCLE GROUP REVIEWED BY STATUS amp NOTES Notes to Please see my comments in the dravis AARON Me h Me Corrections Requis Project 1 PDCO GROUP AARON 4 MONTGOMERYPARKS ORG oe Manager V PLAN REVIEW AND OR ASSIGNMENT COMPLETE Status Menu STEVE u STEPHEN Ms MEMONTGOMERYPARKS ORG PDCO GROUP Review Complete Checkbox Username SHUCHI My SHUCHI W MONTGOMERYPARKS ORG 1 PDCO GROUP Complete A
56. al Park Page 123 of 137 LO3 COS B11 P10 P75 D34 C43 D35 A07 C30 B69 B 6 D36 N46 A09 A10 C10 C37 C11 M38 B12 C41 G04 A11 D38 D39 A12 D40 D41 A13 E50 B13 B14 B16 E71 B17 B18 Montgomery Parks Dowden s Ordinary Special Park Drake Drive Nca Druid Drive Neighborhood 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 Ellsworth Urban Park Elm Street Urban Park Elmhirst Parkway Nca Emory Grove Hills Nca English Court Nca English Manor Elementary School Evans Parkway Neighborhood Park Fairdale Road Nca 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 B19 N42 D43 N45 B20 D44 D45 A25 A28 B21 B22 FOS B23 D47 A27 D48 N66 D49 P11 S13 G05 P78 P79 P80 P81 P82 P83 P84 P85 P86 S03 E59 B24 D51 B70 E53 HO1 The Maryland National Capital Park and Planning Commission G
57. al comments to the QAP Officer in the PM Comments Field and then click the QAP Checklist Prepared button at the bottom of the screen 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 button If you have completed all the steps above and the QAP Checklist Prepared button is not active the text inside the button is grey go back to the QAP Checklist and check to see if any items are marked Not Met in the status column Make sure the I have completed all items in the QAP Checklist checkbox is checked 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 Once the QAP Officer approves the Bid Documents you are ready to move on to the next task Page 54 of 137 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 of the necessary steps and quality control checks in the Workflow 1 Anew task will appear in your Task List Click on the link entitled Prepare ForESignature 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
58. and click Login The password is case sensitive and must be entered exactly as it was provided to you in the email Password Forgot your password Change Password Password Reset Question amp Answer New password ssssesees Security question Favorite Universit Reset 4 si es Confirm new password Security answer Profile Infor Contact User Project Group a Information Metadata Membership Membership Security Question Password Required field First Name Nikki LastName AAA Email nt2 w w e com 4 HTML format Personal H Title Architect Information Company Avolve Software Address AAA Address 2 Ciy Scottsdale 0 State Province AZ Postal Code 85254 Applicants Phone 602 903 0000 Fax Parcel ID Mobile Stamps Language Page 16 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 Once you successfully log in you will be taken to your User Profile where you will need to reset your password create a security question and answer and enter some additional information about yourself Keep your new password and security answer in a safe place You will use this password the next time you log in If you ever forget your password you will need to answer the security question you created to reset your password 6 Fill in all of the required fields those marked with a red asterisk and click
59. ark Layhill Village Local Park Laytonia Recreational Park Laytonsville Local Park Leaman Local Park Leland Neighborhood Park Leland Beach Triangle Nca Little Bennett Creek Stream Valley Park Little Bennett Golf Course Property Little Bennett Maintenance Facility Little Bennett Regional Park Little Bennett Regional Park Camp Ground Little Falls Stream Valley Unit 1 Little Falls Stream Valley Unit 2 Little Seneca Greenway Stream Valley Pk Little Seneca Stream Valley Unit 1 Little Seneca Stream Valley Unit 2 Little Seneca Stream Valley Unit 3 Little Seneca Stream Valley Unit 4 Locust Grove Nature Center Locust Hill Neighborhood Park Lodge At Seneca Creek Long Branch Local Park Long Branch Stream Valley Unit 1 Long Branch Stream Valley Unit Ha Long Branch Stream Valley Unit 2 Long Branch Arliss Neighborhood Park Long Branch Garland Neighborhood Park Long Branch Wayne Local Park Longwood Local Park Page 125 of 137 D68 N71 D69 P25 P77 C48 E65 C36 N72 D71 HO2 LO9 111 L19 L20 S04 N44 L01 B34 508 E36 N73 FO8 NO3 N22 MO9 D72 M10 B35 A16 C15 D74 M47 C42 P26 D75 C16 Montgomery Parks Luxmanor Local Park Lynnbrook Local Park Recreation Facility Lynnbrook Local Park Magruder Branch Stream Valley Unit 1 Magruder Branch Stream Valley Unit 2 Maiden Lane Urban Park Manor Oaks Local Park Manor Park NCA Maplewood Alta Vista Recreation Facility Maplewood Alta Vista Local Par
60. arrett Park Waverly Neighborhood Park Garrett Park Day Care Center Garrett Park Estates Local Park Garrett Park Library 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 Glenmont Local Park Glenmont Local Park Recreation Facility Good Hope Local Park Goshen Branch Stream Valley Park Goshen Elm Conservation Park Goshen Recreational Park Great Seneca Stream Valley Unit 1 Great Seneca Stream Valley Unit 2 Great Seneca Stream Valley Unit 3 Great Seneca Stream Valley Unit 4 Great Seneca Stream Valley Unit 5 Great Seneca Stream Valley Unit 6 Great Seneca Stream Valley Unit 7 Great Seneca Stream Valley Unit 8 Great Seneca Stream Valley Unit 9 Green Farm Conservation Park Greenbriar Local Park Greenwich Neighborhood Park Greenwood Local Park Gregerscroft Neighborhood Park Griffith Local Park Gude Drive Recreational Park Page 124 of 137 D52 D53 C33 B25 C13 P13 B54 B26 N60 N67 D54 N18 B27 B82 L18 B84 S15 E68 D23 C35 D55 N68 C40 D56 B29 D37 B30 L17 E67 N69 D57 A14 N70 D58 D59 B31 P14 Montgomery Parks Gunner s Branch Local Park Gunner s Lake Local Park Gunner s Village Nca Harmony Hills Neighborhood Park Hastings
61. aryland National Capital Park and Planning Commission Montgomery Parks Main Tool Bar This group of buttons provides your primary navigation functions e The Back and Forward En buttons function much like the back and forward buttons in Internet Explorer taking you to the screen you previously or subsequently viewed l Project e The Projects Projects button will take you back to the Active Projects Screen Profile e The Profile Profile button will take you to your User Profile where you can edit your personal information or change your password e The Reload button will refresh the current page you are on e The Search button allows you to search for a project based on the information entered into the Project Info Page or it allows you to search for keywords within a project e The Help information in the help site that is not covered in this manual Use the index or search functions button takes you to the ProjectDox Help site There is a lot of useful to find instructions on specific aspects of ePlans L t l e The Logout button logs you off of ePlans and takes you back to the Login Screen Project Search Field The search feature is a partial word search and will provide results that contain the words entered into the Search Field for any of the highlighted columns above For example a search for DE for the above projects would result in all thr
62. ask 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 for this project 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 Activity Instructions Review Info Project Info Contact Info Project File Markups Project Manager Project Manager 028 AAA AAA com Plan Review Type Workflow Activity Name O Activity Instructions ypeOr PercentageOfPlanRevis MNCPPC_ParksWorkflow Deterroit 2 Sfeadexisting Proje Review Current User Logon Project Manager ic020 E com Plan Review Types u Percent Review Percent i5 REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Ret rn to Click Here for QAF Checklist Click Here for Construction Business Process 7 Click Here for Design Business Process Main Page Click to Access Project Complete Save and ses 4 Select the Plan Review Type from the dropdown menu A list of standard plan review types have been provided in the dropdown menu Select one of those or add your own by selecting Other and typing in another plan review type 5 Alist of standard milestone review percentages have been provided in the Review Percent dropdown menu Select one of those or add your own by selecting Other and typing in another number 6 To upload project files click on t
63. ate Correction List button to save the checklist and then click the Close button to return to the eForm If you need to stop working in the middle of this step and return at a later time click Update Correction List and then Close to save your progress Click the QAP Checklist link on the eForm to return to this point 10 If there are items in the QAP Checklist that need further review by the Project Manager enter your comments in the QAP Officer Comments Field at the bottom of the eForm and click the QAP Not Approved button of the eForm This will notify the Project Manager that he or she must make revisions before restarting this task 11 When all of the requirements in the QAP Checklist have been met click the 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 If you want to leave ePlans and finish this task later click the Save and Close button 12 You are now finished with this task and it will disappear from your Task List Page 85 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Division Chief Page 87 of 137 WORKFLOWS Division Chief The Maryland National Capital Park and Planning Commission Montgomery Parks This section describes the Division Chief s task within the Workflow Task Name Determine type or percentage o
64. cape architect and DESIGN 007 checks to ensure information is complete and Emaronmental MUA Mel Not Met DESIGN DUS confirms that coordination and authorization for design and HUA Met Not Met relocation is occuning al the appropriate lirnetrames for the Page 98 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Folder Management The ePlans platform is designed to be a secure online location to store drawings reports correspondence 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 at any point during a project by the Project Manager 1 To edit a project s folder structure click the Edit button in the Main Tool Bar of the project s Main Screen Click the Folders tab at the top of the screen pians MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery Co Folders 2013 0103 er Forward Projects Profile E gh 7 Logout Folders if na 5 Projectinfo Folde xole Metadata Groups Permissions Reports Export Notifications Workflow Return To Project Print Expand current Collapse all El 2013 0103 H O Current Submissions X amp GPy 1 6 Files 12 New Add Folder Documents X 2 GY
65. days Current Project folders entered in last 7 days Workflow Checklist Report Workflow reviewer selected checklist comments and status report 2 Procurement and Contract O Project Correspondence E Uploads FH ee Page 1 of 1 11 items 2 Click the report you wish to generate The report will appear in a new window Click the column titles to sort the report entries by that title Current Project Project Markups Listing Current Project all file markups report Column Titles ProjectName Markup Name Markup Text Markup Date 5 File Name FirstName LastName Email Address 2013 0103 Aaron 4 Remove parking lot improvements from this set 1 4 2013 11 11 50 AM L 02Layout pdf Aaron wh aaron montgomeryparks org 2013 0103 Aaron Ph Extend the wall all the way across 1 4 2013 11 11 50 AM L 02 Layoutpdf Aaron 7 0 aaron 1 montgomeryparks org 2013 0103 Aaron M h h 1 4 2013 11 11 50 AM L 02Layoutpdf Aaron y A ia aaron Amontgomeryparks org 20130103 Aaron fr 1 4 2013 11 11 50 AM L 02 Layoutpdf Aaron wW aaron O montgomeryparks org Ex po rt 2013 0103 Aaron Fx 4 Extend shrubs to meet existing 1 4 2013 11 12 28 AM L 06 Planting pdf Aaron M h T aaron Wmontgomerypargorg 20130103 Aaron fr y 1 4 2013 11 12 28 AM L 06 Planting pdf Aaron w aaron O montgomepsfarks org O pt IONS ere badaa AAA AROE 1 of 1 6 items Download a A Report Data Show Column Title
66. e Open button to view the file in Adobe Acrobat Click the Save button to save the file to your computer Files should be downloaded when you want to view them from a location without internet access such as on site Remember that any changes made to downloaded files will not appear in ePlans unless you re upload the modified files 4 The File Preview Pane at the left side of your screen will be replaced by a new folder tree Click on the Copy or Move icon next to the folder you wish to move the file to Click the button to expand a folder and view its subfolders Copy checked file s into a new folder by clicking its icon Cancel Original El 20130103 Location H E Curent Submissions We Files 12 New 9 09 Documents Es Copy To H D Drawings Location Eec Permits Folder H E Procurement and Contract H E Project Correspondence H E Uploads H E ChangeMarkReports 5 Amessage will appear at the top of the screen indicating that the action was successful Page 101 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Measure Tools The Brava Viewer allows users to take accurate measurements from scaled drawings right on the computer screen The measure tool can be calibrated to any drawing scale automatically calculating real world distances from scaled drawings Annotate Redact Takeoff Publish Measure Toolbar Calibration x Calibra
67. e minimum technical requirements necessary to run ePlans e A computer with a 32 bit processor and Windows XP Windows Vista or Windows7 installed as the operating system e A high speed internet connection such as cable or DSL e Internet Explorer Version 8 or 9 with the pop up blocker turned off see the Appendix for instructions on disabling your pop up blocker ePlans does not currently support other web browsers such as Safari Firefox or Chrome e Temporarily disabled User Account Controls for Windows Vista and Windows 7 users only See the Appendix for instructions on disabling User Account Controls UAC can be re activated once ePlans components have been installed e ActiveX controls see the Appendix for ActiveX download instructions Logging In For the First Time The first time you are invited to join a project on ePlans you will receive an e mail notification similar to the one below This e mail will contain a temporary password and a link to ePlans 1 Copy the temporary password that was provided to you in the e mail eplans montgomeryplanning org i Sunday December 2 2012 11 01 AM illorac net 3 ProjectDox Invitation for ParksDemo1 7 KB Invitation Hello Illora User You have been added to the ProjectDox database and as a new member to the project listed below Login illorac net Temporary Password 47CD36A Project ParksDemo1 Group Consultant Invited by Wora Chambers Project Owner W
68. ePlans Comprehensive User Guide Draft Version 1 3 February 2013 The Maryland National Capital Park and Planning Commission Montgomery Parks Table of Contents INTRODUCTION en ee nenne 5 OW to USE This DOCUMENT ernennen 7 PO Se ee ee ee ee ee 8 A ee ee ie nee 9 WOrKOW VE I EWR AE 11 APP O o e a roll E T E 12 GETTING STARTED ea een Renee 13 Tecnica Requires iaa 15 Lose me IN FOR the First Tirant 15 Logging In Alter the First TIM unan 17 Accessing PFOJECK nennen 19 OO een E araanencaumueat indians 21 PO SCI AN IP Eee A PP O PO AS A 23 CONSUL iii 57 POCO TM 69 JAP ONI O a E A E T E E E E E T 81 PISTON CHIE P ee II o arunedaaancameiemsynqngnesunices 87 OTHER FUNCTION Scar 95 Rererente Checa oie 97 OVS ei ES EA AA 99 Ele Mana pe mento area 100 NGS IE TC A o A AEE E E 102 TIKEOM FOO IS an taaan 103 A Pp POE E E E PO II A 107 PAC LOLI AIL a 2 CHANCEN Sanrio ion 110 POPP IND esmas ee 113 AUOWTRUSTEA SIE nennen Erico 115 Disabling Pop Up Blocker unica nina nen naar ernennen 117 Disabling User Account Controlan 119 Installing ActiveX CONTO assi 121 PARK le NOS pate nee ee O En 122 GEO SPRY a ee nenne nee 131 Page 3 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks INTRODUCTION Page 5 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks How to Use This Document ePlans is a powerful tool that streamlines the plan review process and impr
69. eath the file name you want to view and the File Details Versioning amp History Page will appear in a new window Versioning only works for files within a single folder In other words you cannot overlay two files located within two different folders you must first copy them into the same folder Page 46 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Curent Sot Select 7 gt AT FIT 0138500a xXx A 01 Cover Sheet pe IM L 02 Layout pdf VZ 1 4 2013 11 40 43 AM 198 KB 2 320 dl x 7 Click the Compare Mode link at the top of the screen 8 Select the versions you want to compare by checking the checkboxes for those versions Compare Mode Link Version Checkboxes Compare Button Compare F 9 Click the Compare button to open the Brava Viewer The viewer is configured to load two versions side by side as the default view The files will always display with the oldest version on the left You can also overlay the two files viewing only elements that have been added green elements that have been deleted red unchanged elements grey or a combination of the three Use the toolbar at the bottom of the screen to toggle views Page 47 of 137 Montgomery Parks f Publish mer te u en se n an gt gt Comparison j gt i pe x F A P e y e i IAE OO EM rl DEAR ae Overlay DE gt DIAS gt EG TA Differences
70. eational Park Owens Local Park Owens Local Park Recreation Facility Paint Branch Neighborhood Park Paint Branch Stream Valley Unit 4 Paint Branch Stream Valley Unit 5 Paint Branch Stream Valley Unit 6 Park Police Headquarters Saddlebrook Park Police Special Operations Woodlawn Parkland Local Park Parklawn Group Camping Area Parklawn Group Picnicking Area Parklawn Local Park Parkside Headquarters Patuxent River Watershed Conservation Pk Peach Orchard Neighborhood Conservation Area Peachwood Neighborhood Park Pennyfield Lock NCA Philadelphia Avenue Urban Park Piedmont Crossing Local Park Pilgrim Hill Local Park Recreation Facility Pilgrim Hill Local Park N81 D89 D90 D91 N11 D62 LO6 C39 B45 D92 B46 N82 G09 D93 D94 KO8 P42 P43 P44 D95 L13 H07 S14 M37 N28 M11 NO6 G10 P45 P52 P53 P54 P55 P56 P46 P47 P48 The Maryland National Capital Park and Planning Commission Pinecrest Local Park Recreation Facility 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 Quince Orchard Valley Recreation Facility Rachel Carson Conservation Park Randolph Hills Local Park Ray s Meadow Local Park Red Door Store Historical Cultural Park Reddy Branch Stream Valley
71. ect Coordinator s Email ichambers avolvesoftware com Gregory Linkous Harvey Mazer Shuchi Vera Patrick Butler Steve Reid Information Counter Illora Chambers Status Begin Project Review Planning Info Link Project Start End Start 11 2 2012 9 48 24 AM End Pass Through avi htm htmil mov wmv Incoming Files Fax Email 201 eplans montoomeryplannina ora Versioning Enabled for this project Project Admins Page 27 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks ParksDemot Project info Folders Roles Metadata os permissions Reports Export Notifications Workflow Project Groups oOo New Group Consultant Group Name External ER zu Other Start Date E Finish Date E FOCO Group Project Manager Private Group Disable Invitation Email Allow Workflow Start Allow Workflow Reports QAP Officer Save 5 Select the Groups tab at the top of the screen The left window displays a list of pre set groups that are most common to the plan review process Select the group you wish to add users to by clicking on the group s name in the left window The Group Name field at the top of the screen will then show the name of the group you just selected Do not change or delete the group names as they are tied directly to the Workflow Default roles and permissions have been assigned to each group based on the Park Development Division s commo
72. ee projects displaying because each project has DE contained under the Project Number field Project Sorting Buttons After conducting a project search you can view all of your projects again by clicking on the All Projects an Projects ron The Recent Projects Recent projects tton will show the 15 most recently accessed projects Project List The Project List provides you with basic information about every project to which you are assigned You can sort your projects by number name coordinator or status Clicking on the project number will take you to that project s main page Task List The Task List shows any tasks requiring action from you for all of your projects Clicking on the task will take you to the eForm for that task there you can get further instructions for completing that task Navigation Buttons The Project List and the Task List are set to display a limited number of entries at a time You can use the navigation buttons at the bottom of each list to scroll through all of your projects or tasks Page 18 of 137 Accessing Projects When you click on a project number in your Project 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 plans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County
73. emarks you want to view or edit click the View Edit button The drawing and all of the selected changemarks will appear in the Brava Viewer Here you can use the tool bar at the bottom of the screen to pan and zoom to areas of the drawing You can also click on individual changemarks to see the text of each 9 After reviewing all of the changemarks click the Save Changemark Updates button in the Project File Markups Screen of the eForm and scroll to the bottom of that screen Select the Assign Comments checkbox for each reviewer who has unresolved changemarks changemarks marked No in the top portion of this screen Page 42 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 10 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 allofthe 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 comments and responses 11 Click the Send Comments button to notify the PDCO Team reviewers of unresolved comments 12 Repeat steps 1 through 11 until all changemarks are resolved As changemarks are resolved change their status from No to Yes in the Resolved Column at the top of the Project File Markups Screen of the eForm Once all of a rev
74. en Local Park Acorn Urban Park Adventure Conservation Park Adventure Nature Center Building Ag History Farm Park Activity Center Agricultural History Farm Park Amity Drive Neighborhood Park Aquarius Local Park Arcola Local Park Arctic Nca Argyle Local Park Argyle Local Park Recreation Facility Arora Hills Local Park Aspen Hill Local Park Avenel Local Park Ayrlawn Local Park Ayrlawn Recreation Building Battery Lane Urban Park Bauer Drive Local Park Becca Lilly Neighborhood Park Bedfordshire Neighborhood Park Bel Pre Neighborhood Park Beret Nca Berryville Park Nca Beverly Farms Local Park Big Pines Local Park Birch Drive Nca Black Hill Boat Rentals Black Hill Maintenance Facility Black Hill Park Police Substation Black Hill Regional Park M57 F20 S02 D10 F16 C26 P69 C38 D11 F21 c04 D13 B02 P88 D14 B65 BO3 MO3 M59 D15 C46 BO4 PO2 PO1 S12 E57 D17 N31 N34 D18 PO3 Black Hill Visitors Center Blair Local Park 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 Unit 1 Broadacres Local Park Brookdale Neighborhood Park Brookmont Neighborhood Park Brookside Gardens Brookside Visitor Center Brookview Local Park Browns Corner Nca Buck Branch Neighborh
75. ensive guide is designed for anyone involved in the Park Development process that is responsible 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 Manager is a member of the Montgomery County Parks Department s Park Development Division 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 Consultant 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 documentation Page 9 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Consultant The Consultant is a person or group hired by the Park Development Division to complete a set of contract documents for a specific park development projec
76. ept 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 Review Info Project Info jj Contact Info Project File Markups Activity Instructions QAP Due Date QAP Checklist REFERENCE CHECKLISTS PM Click Here for Construction Business Process 4 Click Here for Design Business Process Project Manager Aaron A AAA aaron 4 10montgomeryparks org MNCPPC_ParksWorkflow QAPApproval Activity Instructions E sul Current User Logon Plan Review Types Review Percent Aaron 44 aaron montgomeryparks org Paec Genstacon PARS f Workflow Activity Name QAP Due Date REQUIRED QAP CHECKLIS Click Here for QAP Checklist Comments Click to Access Project Q AP Offi cer Comments QAP Not Approved PM Comments QAP Officer Comments Save and Close Complete QAP Not Approved Save And Close AVAL 4 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 such as the location of the project files within ePlans Page 84 of 137 The Maryland National Capital Park and Planning Commis
77. erifying 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 contract documents meets the standards set forth by Montgomery County Parks See page 81 for an overview of all of the 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 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 return to the eForm click on the associated task within the Task 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 w
78. ery Parks 6 You can view changemarks within the context of an entire drawing by navigating back to the project s Main Page and selecting the folder to which your drawings are saved Do not close the eForm while you are viewing changemarks it may be helpful to toggle back and forth between the two screens View Folders Upload Files Curent Sort Select a Ba Gi 1142013 10 16 43 AM 577 KB Aaron H y EA mM L 02 Layout pdf 114 2013 10 18 44 AM 225 KB Aaron w 7 If changemarks exist within a drawing the Markups icon 2i will appear below the file name Click on the Markups icon and the View Markup Screen will appear 8 To view changemarks click on the View box for each markup name you would like to see You can view as many or as few changemarks at the same time as you would like 9 Once you have selected the changemarks you want to view click the View button The drawing and all of its changemarks will appear in the Brava Viewer Here you can use the toolbar at the bottom of the screen to pan and zoom to areas ofthe drawing You can also click on individual changemarks to see the text of each Markups attached to L 02 Layout pdf Markup Name Author Date Aaron SS AarondAA 1 4 2013 11 11 50 AM q 10 After reviewing and responding to all of the changemarks click the Save Changemark Updates button in the Project File Markups Screen of the eForm and click the
79. ewport Mill Local Park Nike Missile Local Park Nolte Local Park Nolte Local Park Recreation Facility Norbeck Meadows Neighborhood Park Norbeck Muncaster Mill Neighborhood Park Norbeck Muncaster Mill Recreation Facility North Branch Stream Valley Unit 2 North Branch Stream Valley Unit 3 North Branch Stream Valley Unit 4 North Chevy Chase Local Park Rec Facility North Chevy Chase Local Park North Four Corners Local Park Rec Facility North Four Corners Local Park North Gate Local Park North Germantown Greenway Stream Valley Park North Point NCA Northwest Branch Golf Course Northwest Branch Recreational Park Northwest Branch Stream Valley Unit 7 Northwest Branch Stream Valley Unit 3 Northwest Branch Stream Valley Unit 4 Northwest Branch Stream Valley Unit 5 Page 126 of 137 DO7 N78 C19 HO4 NO7 C20 B40 D84 N33 HO5 B41 B42 B67 D85 P12 LO7 D86 N79 B43 P38 P39 P40 N17 N25 FO9 M45 M44 D87 NO9 S07 C21 B44 K06 A17 E75 N80 D88 Montgomery Parks Norwood Local Park Norwood Local Park Recreation Facility Norwood Village NCA Oak Ridge Conservation Park Oakley Cabin Museum Park Old Farm NCA Olney Acres Neighborhood Park Olney Family Neighborhood Park Olney Manor Maintenance Facility Olney Manor Recreational Park Olney Mill Neighborhood Park Olney Square Neighborhood Park Opal A Daniels Neighborhood Park Orchard Neighborhood Park Ovid Hazen Wells Greenway Ovid Hazen Wells Recr
80. f plan review upload existing project files and information Responsible Group Project Manager Task Name Upload project drawings Responsible Group Consultant 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 1 04ddY A3AIIN MAINAY IY SAA 19334 Task Name POCO team review Responsible Group PDCO team Task Name Compile PDCO comments Responsible Group Project Manager Task Name PDCO review cycle complete Responsible Group Project Manager Task Name Upload revised drawings Responsible Group Consultant Task Name Review revised drawings Responsible Group Project Manager Task Name Additional review needed Responsible Group Project Manager YIMI AIH OL NYNA JIAOHAAV MIJIAJY ON Task Name Review bid documents Responsible Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager 193 34 Task Name QAP Approval Responsible Group QAP Officer Task Name Prepare eSignature Responsible Group Project Manager Page 89 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name eSignature After the QAP Officer has determined that the Bid Set meets the standards for procurement set for
81. f the line you just traced and click OK to calibrate the drawing 9 Click the small arrow button again and select Takeoff from the drop down menu 10 Click the New link in the Takeoff Menu at the right side of the screen The Takeoff Category Window will appear Page 103 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Takeoff Category Category Mame Mulch Beds Color r Measurement Type ry Length g Area wd Count Unit System 11 In the Name field enter the type of element you want to count 12 Select the color you wish to use You may want to differentiate between separate elements or materials by assigning a different color to each 13 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 Length Calculate the overall length of a specific element or material This is helpful in calculating the total linear footage of fencing or piping Area Calculate the total area of a space or material This is helpful in calculating the total square footage of various paving types seed mixes required for lawn or forest cover Count Tally the quantity of a certain type of element or feature This is helpful in counting parking spaces or individual plants Select your preferred Unit System Unit and Level of Precision from the dropdown menus 14 Click
82. ge 17 Project Manager A member of Montgomery County Parks Park Development Division responsible for overseeing all aspects of park development projects The Project Manager is listed as the Project Coordinator in the Project Info Page See page 19 See page 25 for an overview of all of the Project Manager s tasks within the Workflow 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 See page 27 for instructions on editing the project template Page 134 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks QAP Quality Assurance Program An initiative of the Park Development Division to assure the professional 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 content 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 84 for instructions to the QAP Officer on v
83. he cover sheet by the Division Chief See page 90 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 User Groups Main Tool Bar A group of buttons found at the top right corner of most screens in ePlans that provide primary navigation functions See page 17 for a description of all functions within the Main Tool Bar 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 71 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 Workflow See page 34 for further information about the Pre Screen Review ProjectDox A web enabled collaboration platform that empowers the stakeholders in a project to manage 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 pa
84. he link entitled Click to Access Project This will take you to the Project s file structure The file structure list also appears at the left side of the screen in the Page 31 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks project s Main Page See the File Management section of this guide for more detail about file organization E 2013 0103 5 Current Submissions H A Documents H D Drawings H O Project Permits Folder Ee Procurement and Contract H Project Correspondence H A Uploads 1 3 ChangeMarkReports 7 Click on the destination folder to which you would like to upload files 8 Click on the Upload Files button and a new window will open allowing you to select files to upload If the folder you selected is empty a set of instructions for uploading files will appear on your screen If there are already files in the folder you selected click the Upload Files button at the top of the screen Wiew Folders Select a E En AeA I ao Go OO a x 4 i N L 01 Cover Sheet pat AS 1 4 2013 10 01 48 AM 807 KB Aaron Feldman STE a AL F L 02 Site Plan pot PA 4 2013 10 01 46 AM 433 KB Asron Feldman aSsamx E L 03 Sections 114 2013 10 01 48 AM 272 KB Aeron Feldman US am E L 0 Elewations pdf 114 2013 10 01 48 AM 270 KB Page 32 of 137 Files to be Uploaded Upload Now Select Files 9 10 11 12 13 14 15
85. his manual refer to the Glossary to understand the ePlans specific terminology Page 7 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 While you are inside the ePlans platform you can click on the Help button on the Main Tool Bar 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 infograph com brava Brava 7 0 Tool Tips pdf e ePlans parent company Avolve Software has an Online Knowledge Base that contains information based on previous customer support calls Search their database at the following address http www avolvesoftware com index php company technical support online knowledge base e A training presentation has been created by Avolve Software and was given to Project Managers and PDCO Team members when ePlans was launched Contact a Network Administrator for a copy of this presentation Purpose ePlans is an online document re
86. iewer s changemarks are resolved uncheck the Assign Comments checkbox for that reviewer 13 Once you are satisfied with all of the changemarks make sure all of the Assign Comments checkboxes are unchecked and click the Review Complete button to end the PDCO review GROUP REVIEWED BY STATUS amp NOTES A PM COMMENTS REVIEWER RESPONSE Assign SHUCHI Me SHUCHI e DMONTGOMERYPARKS ORG Comments AE Checkbox 1 PDCO GROUP PM Comments Y ASSIGN COMMENT PM COMMENTS EVIEWER RESPONSE R Clarify your Reviewe r comments on AARON WW aha OG Response AARON SW MONTGOMERYPARKS ORG 1 QAP OFFICER m Review Complete Send Comments Review Complete K Send Comments Page 43 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name PDCO Review Cycle Complete Once you have reviewed and resolved all of the PDCO Team s comments you will need to coordinate a review of the Consultant s documents with any external stakeholders and permitting agencies You can I do this by adding external reviewers to the External user group see the instructions for adding users to a project in the Project Startup section and including them in the PDCO Team Review or by requesting their comments separately outside of the ePlans Workflow Because external reviews often take longer than PDCO Team reviews allowing
87. igo Dennis Avenue Local Park Soccerplex Of South Germantown South Four Corners Neighborhood Park South Germantown Recreational Park South Gunner s Branch Local Park Southeast Olney Local Park Spencerville Local Park Stewartown Local Park Stonecrest NCA Stonegate Local Park Stonehedge Local Park Stoneybrook Local Park Recreation Facility Stoneybrook Local Park Strathmore Local Park Stratton Local Park Strawberry Knoll Local Park Sugarland Special Park Sundown Road Local Park Page 128 of 137 E11 B78 B79 A19 M58 B55 E51 506 P87 E12 P63 N88 E52 B56 E72 C27 C28 B57 B68 P41 E73 LOS B58 N89 E13 E14 D73 A30 S19 B59 N30 E61 P64 P65 P66 P67 P70 Montgomery Parks Takoma Piney Branch Local Park Takoma Park Neighborhood Park Takoma Park South Neighborhood Park Takoma Urban Park Takoma Langley Community Center Tamarack Neighborhood Park Tanglewood Neighborhood Park Ten Mile Creek Conservation Park Ten Mile Creek Greenway Stream Valley Park Tilden Woods Local Park Tilden Woods Stream Valley Park Tildenwoods Local Park Recreation Facility Timberlawn Local Park Tobytown Neighborhood Park Traville Local Park Tuckerman NCA Twinponds NCA Unity Neighborhood Park Upper Long Branch Neighborhood Park Upper Paint Branch Stream Valley Park Upper Rock Creek Local Park Valley Mill Special Park Valleywood Neighborhood Park Veirs Mill Local Park Recreation Facility Veirs Mill Loca
88. ins 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 plan review process It also defines the roles of the various user groups introduces the Workflow and provides some quick reference tools Getting Started Your computer must be properly configured 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 plan review established by the Park Development Division translated into the customized ePlans platform This section is divided into four subsections that relate to the four user groups in the Workflow Project Manager Consultant PDCO Team and QAP Officer 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 reporting publishing and document storage functions that can be used outside of the Workflow This section provides a guide for using many of those functions 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 t
89. ion Building Wheaton Veteran s Urban Park Wheaton Woods Local Park Wheaton Claridge Local Park Recreation Facility Wheaton Claridge Local Park White Flint Neighborhood Park Whittier Woods Local Park Wildcat Branch Stream Valley Park Unit 1 Wildcat Branch Stream Valley Park Unit 3 Willard Avenue Neighborhood Park Winding Creek Local Park Windsor NCA Page 129 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks E55 Winter s Run Local Park KO3 Woodlawn Cultural Special Park M63 Wisconsin Place N35 Woodlawn Manor Historic House F12 Wood Local Park A21 Woodside Urban Park E22 Woodacres Local Park L14 Woodstock Equestrian Park E63 Woodfield Local Park B64 Wyngate Woods Neighborhood Park Page 130 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks GLOSSARY Page 131 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks ActiveX Controls Small programs added on to Internet Explorer that allow users to perform certain tasks in the ePlans platform See page 121 for instructions on how to install ActiveX Controls on your computer Activity Instructions Directions for completing a task Activity instructions can be found in a yellow text box atthe 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
90. ion Plans 50 Revie 1 Activity gt ian Instructions Project Manager Aaron MA 4 aaron A w montgomeryparks org 1 1 IR ie l f f f f f l a Workflow Activity Name MNCPPC_ParksWorkflow ReviewRevisedDrawings O Activity Instructions T gt 4 f Current User Logon Aaron amp 4 aaron fs 4 7 montgomeryparks org Plan Review Types Project Construction Plans v Review Percent 50 Consultant Resubmit Due Date 01 15 2013 a x E REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for Checklist Click Here for Construction Business Process Click Here for Design Business Process Click to Access Project Consultant s Notes PM Consultant s Comments Notes i Accepted Return to ee ARIAAREAANAAANARARNENAT PM Comments nInAnnEAN Consultant Accepted Return to Consultant a Page 49 of 137 LLLLAASASSAELALAEEEEREREEERREREELEEREREEEERE RLS SS SSSESESSSESESEESED EAS ASAD ES ESEREREEEERER AR ARAB ER ERE REREEEEEE ETS SS SESS SESS SESS SESS SESE SESE SEALER SESE The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Additional Review Needed Once you have received a set of approved drawings from the Consultant you are effectively finished with the current milestone and you should save a record set of the drawings as they stand If your project is sti
91. ith any troubleshooting questions or requests for additional permissions Task 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 Task List Page 135 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 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 Task Accepted A task s status within the Task List that indicates the user responsible has started working 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 Task 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 Task List Task Complete A task s status within the Task List that indicates the user responsible 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
92. ity to view all tasks for all will take you to a list of all of the tasks pending for this members of the project team from this link by clicking the Show All Tasks For All Users checkbox above the Tasks List window The Info button will display all of the project s information including a roster of all of the project team members the groups they are assigned to and the levels of permission they have Many of these fields will be left blank as this is a screen that is also used by the Montgomery County Planning Department for their project review process Note The Notes button allows you to add and share notes with other project team members These notes are not distributed beyond the notes page a Ls Email ee The Email button allows you to send e mails to individual members of the project team several people within the team or the entire project team Edit The Edit dest ton allows Project Managers to add or remove people from groups and to change users permissions within a project Page 19 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 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 for a project See the Reporting section for more information about reports P
93. ive an email notification that you have signed the Cover Sheet and the project is ready to go to bid Page 93 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks OTHER FUNCTIONS Page 95 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Reference Checklists Each eForm contains links to a number of 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 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 of 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 his 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 between the Project Manager Construction Manager Construction Inspector and Contractor Design Business Process
94. ject Manager about what revisions you need to make Project Construction Plans 50 F Review Info Project Info Contact Info Project File Markups Project Manager Aaron AMM aaron 44 2montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow UploadRevisedProjectDrawings O Activity Instructions gi Activity Current User Logon Aaron 4 afeldmang com Instructions Plan Review Types Hojeci Eonsituciom Bans Review Percent 50 REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Co rrected Click Here for Design Business Process Documents Checkbox Click to Access Project Task TE i Instructions 9 ave uploaded the corrected documents and or drawings as indicated beloy Kireeereet Consultant s Notes Corrections Consultant s Complete Notes Save and Corrections Complete Save Save And Close k Close AAA Page 63 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 10 11 Make sure the file names of your revised drawings are identical to 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 newer ones a copy of the original file will still exist in ePlans To upload
95. k Martin Luther King Recreational 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 Maydale Nature Center McCrillis Gardens Special Park McKenney Hills Neighborhood Park McKnew Conservation Park McKnew Local Park Meadowbrook Local Park Recreation Facility Meadowbrook Local Park Meadowbrook Maintenance Yard Meadowbrook Maintenance Yard Annex Meadowbrook Riding Stables Meadowood Local Park Meadowside Nature Center Merrimac Neighborhood Park Metro Urban Park Middlebrook Hill NCA Middlevale Neighborhood Park Mildred Pumphrey Community Center Miles Road NCA Mill Creek Stream Valley Park Mill Creek Towne Local Park Mineral Springs NCA N32 B36 NOS D76 C17 P27 P28 P29 E56 HO3 M50 MOS B37 S11 D77 E62 D78 N74 B38 B39 N75 P30 P31 P32 N76 D79 N77 D80 D81 S05 C18 M13 G08 P37 P34 P35 P36 The Maryland National Capital Park and Planning Commission MLK Jr Maintenance Yard Montgomery Hills Neighborhood Park Montgomery Regional Office MRO Mount Zion Local Park Moyer Road Local Park Muddy Branch Stream Valley Unit 1 Muddy Branch Stream Valley Unit 2 Muddy Branch Stream Valley Unit 3 Muncaster Manor Local Park Muncaster Recreational Park Needwood Boat Rental Area Needwood Visitor Center Property New Hampshire Estates Neighborhood Park New Hope Island Conservation Park N
96. k All LLECH DESCHIPTION DESIGN Send Oul POCO Request Form And Follow PDCO Procedures Check Ot ip Review Scope Of Project And initial Project Schedule Wan POCO Team Formulate RFP Review And Finalize REP Al v DESIGN Form Evaluation Cornmiiee To Select Consultant Review Proposals And Hire Consultant 003 DESIGN 004 Prepare Revised Project Schedule Based On Notice To Proceed Date Confirm That Project Schedule Canforms To CP Expenditure Schedule J DESIGN Project Manager Coordinates With In House Survey Chief To Check Survey To Comply With POD Requirements 005 y GN Project Manager Coordinates With Project Engineer And Checks To Ensure Information Is Complete J DESIGN Project Manager Coordinates With Landscape Architect And Checks To Ensure information ts Complete And Em ronmental Planning Division Approves 007 DESIGN y 008 Project Manager Coordinates With Construction Manager And Confirms That Coor mab n And Autnorzation For Design And Relocation Is Occurring At The Appropriate Timeframes For The Project J DESIGN A Project Manager Checks Documents PDD Staff Team Members May Check For Major Issues Within Their Area Of Expertise But Do Not Provide An in Dopth Reinw Until Ader Project Manager Has Checked Set 009 aN y Incorporate Review Comments into Documents Review With Section Jupenasor Construchon Section Supentsor Or Division Chief If Controversial Or Complicated J DESIGN Coormnate With Ubidy Companies And
97. k your mouse at the end point of the arrow and hold Drag the mouse to the beginning pont for your arrow Changemarks Changemarks Arrow Changemarks Text Changemarks Cloud Highlight Changemarks Highlight 9 After designating the location for your changemark an icon resembeling a Post It note will appear along with the Changemarks Dialog Box see screenshot on the next page 10 Provide a unique title in the top field of the dialog box Using your initials followed by a sequential number will help the Project Manager identify the author of each changemark 11 Enter your comment in the bottom field of the dialog box and click the OK button to save the changemark Page 75 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Changemark Title Changemark Text comment Changemark Highlight Changemark 13 When you are done making changemarks in a drawing click the Save As icon atthe top left corner ofthe screen 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 the Project Manager identify the author of each set of changemarks 14 Repeat steps 7 through 13 for each drawing in the set 15 You can make changes to an existing markup by clicking the Markups icon next to the drawing you want to continue commenting on
98. l 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 Unit 1 Watts Branch Stream Valley Unit 2 Watts Branch Stream Valley Unit 3 Watts Branch Stream Valley Unit 4 Waverly Schuylkill Neighborhood Park B60 B61 E15 N49 E16 M16 M31 M15 E17 N40 N39 N37 M26 M28 M04 M41 M30 M29 M62 M27 G12 M54 NO8 M17 M51 N93 A20 E18 N90 E19 B62 E20 P74 P62 B63 E21 C29 The Maryland National Capital Park and Planning Commission Wells Neighborhood Park Wembrough Neighborhood Park West Fairland Local Park Westmoreland Hills Local Park Cabin Westmoreland Hills Local Park Property Wheaton Regional Ice Rink Property Wheaton Regional Indoor Tennis Property Wheaton Community Building Wheaton Forest Local Park Wheaton Ice Rink Building Wheaton Ice Inline Building Wheaton Indoor Tennis Building Wheaton Regional Group Camping Area Wheaton Regional Athletic Area Wheaton Regional Brookside Nature Center Wheaton Regional Carousel Wheaton Regional Children s Play Center Wheaton Regional Family Picnic Area Wheaton Regional In Line Property Wheaton Regional Maintenance Facility Wheaton Regional Park Wheaton Regional Picnic Area Snack Bar Wheaton Regional Shorefield House Wheaton Regional Stables Wheaton Regional Train Property Wheaton Train Stat
99. l move the Workflow to the Begin Review Cycle Task skipping the Upload Revised Drawings Task Reject The Consultant needs to make changes to the drawings before they can be sent to the PDCO Team for their review Before clicking the Reject button enter your instructions to the Consultant in the Prescreening Comments Field on the eForm This will move the Workflow to the Upload Revised Drawings Task After the Consultant uploads the revised drawings based on your comments you will need to complete another Pre Screen Review Save and Close Select this button if you want to leave ePlans and finish this task later 11 Once you approve the Consultant s drawings you will be finished with this task Page 36 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name Begin Review Cycle Once you determine the Consultant s drawings are acceptable to send to the PDCO Team you will need to assign project team members to the PDCO Team review and set a due date for them to complete their review 1 Anew task will appear in your Task List Click on the link entitled BeginReviewCycle 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 Enter the Group Review Due Date a
100. lans platform Project Managers have the ability to move or copy files anywhere within their project and can set permissions for other users to move or copy files to any location or to specific folders Download rs Upload Files Fi m Files Copy Files File Checkbox Aaron Sada x L 02 Layout podft We 1 4 2012 11 40 43 AM 198 KB Asron e h FI L 03 Grading pdf W2 1 4 2013 11 40 43 AM 320 KB B 3 a dX L 04 Details pdf V2 1 4 2013 11 40 43 AM 299 KB 4 al X EI L 05 Details por V2 1 4 2013 11 40 44 AM 323 KB Page 100 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 1 On the left side of the project s Main Page navigate to the files you want to move by clicking the folder in which they are located Select the files you wish to move by clicking the checkbox next to the file s name Select the action you wish to perform bar A message will appear asking if you would like to continue Click the OK button Las e To copy the selected files to another folder click the Copy icon at the top menu e To move the selected files to another folder click the Move icon A message will appear asking if you would like to continue Click the OK button IF e To download the selected files to your computer click the Download icon A message will appear asking if you want to open or save the file Click th
101. lder aa Topics Notes i Shipping label Topics Motes don t Exist dont Exist l view File in View File or Ordering not Fa Edit Project View cat Cart Move File s Copy File s Projectllox Help internal external Me e hia A Funder Redline Exists S Order Pending Y dui for this File a Ready to Ship Single user Display calendar le or Click to select Manage Folder y S pom File Administration lcons this Folder for 5 as at Ee email y Inherit parent setting de Topic Open er sa Me Compare files editable or permissions closed Arrange sort Check In File subfolders d ser logged in a Edit select file s Mot logged in metadata View Project Add Mev View File in Information Folder Fane date Fermissions Subscribe to Notiticatian FEIMSSIANS Currently Refresh Page Subscribed to El stare METINN Es Et VOI against file Definitions this Folder subscribed to a Prd Edit Picklist Data folder Batch Stamp selected files Page 12 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks GETTING STARTED Page 13 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Technical Requirements ePlans is designed to be a user friendly program understandable to anyone who possesses basic internet navigation skills and has a valid e mail address Before you begin you will need to make sure you are using a computer that meets all of th
102. le Group Project Manager Task Name Prepare QAP Checklist Responsible Group Project Manager 193 34 Task Name QAP Approval Responsible Group QAP Officer Task Name Prepare eSignature Responsible Group Project Manager Task Name eSignature Responsible Group Division Chief Page 71 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Task Name PDCO Team Review The Project Manager from the Park Development Division will create a file for the project in ePlans and send you an e mail inviting you to join the project Ifthis is your first time logging on to ePlans you will need to follow the steps in the Getting Started section before continuing As aPDCO Team member your main responsibility in the Workflow is to review the Consultant s drawings as they relate to your specific work program A new task will appear in your Task List Click on the link entitled PDCOTeamReview 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 anew window and the Activity Instructions will give you more information about what actions are required in this task of the Workflow 3 The Project Manager has already filled out the Type of Project the level of completion Percent Review and the due date for you to complete your review Group Review Due Date Additionally the Project Manager s
103. ll 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 1 Anew task will appear in your Task List Click on the link entitled AdditionalReviewNeeded 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 Project Construction F ans 100 Revi Activity Review Info Project File Markups Instructions Project Manager Aaron WE aaron montgomeryparks org Workflow Activity Name MNCPPC_ParksWorkflow AdditionalReviewNeeded Activity Instructions ther revie sic Review Complete Current User Logon Aaron MAA aaron 44 montgomeryparks org Checkbox Plan Review Types Project Construction Plans v Review Percent 100 y Review REQUIRED QAP CHECKLIST Click Here for QAP Checklist Com plete Additional Review Needed Click to Access Project Save and Y Close Review Complete s Additional Review Needed Save And Close 4 If your project is still in development and you need to go through another review cycle select the Plan Review Type and the Review Percent from the dropdown menus and then click
104. n business practices You can modify any of these default settings by clicking on the tabs at the top of the screen Return to MonlgomeryPlanning org MontgomeryParks org MNCPPC Montgomery County 2013 0103 qe Back Forward Sy Proyecta Prutde 2 de e Logon Return To Provect Prim Project Projectinfo Folders Roles Project Groups Metadata Groups Permissions Reports Export Notifications Workflow New Group Pr Group Name Consultant Start Date TA Finish Date 3 Private Group Allow Workflow Start Allow Workflow Reports f Save Delete Company Tite Email Page 1 040 0 items Hemuve Selecion Users Hmm All Users Groups AllUsers Newlser Save Changes 0001 hate Software amp Systems Engnenr mr My ty h gt com A H T MNCPPC Programmer Analyst scott hy Sascrmontgomenplanning org Se e cte d Rose My hy MNCPPC Chief roses Me SG montoomeryplanning cra Hava hy hy M NCPPC Wide Area Network Coord harvey de Mymontgomeryplanning org M em b ers H ann M Th M NCPPC IT Manager henry Py Hy uedmonigomeryplanning org Disable Invitation Email e Company Tithe Email Projo ahos Sunpart kuote Software Technical Support ro com Peni Applicant fergie Software Permit Applicant 012 My My T econ 14 4i lt gt oe All Users AGG Sejectea Users Add All Users New User Page 1 of 108 753 hems Page 28 of 137 The Maryland
105. nd ay Project Permits Folder H E Procurement and Contract H A Project Correspondence H E Uploads H E ChangeMarkReports BA Percent Design 5 Files 5 New Number of Files in Folder Number of New Files in Folder Button click to Folder name click hyperlink to access Page 20 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Page 21 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Project Manager Page 23 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Project Manager This section describes all of the Project Manager s tasks within The Workflow Task Name POCO team review Responsible Group PDCO team HAMAIASY OL NYNLIJY Task Name Upload project drawings Responsible Group Consultant Task Name QAP Approval Responsible Group QAP Officer AIAIIN MAINAY 34 SIA Task Name Upload revised drawings 1 Responsible Group Consultant OINOYddY MIINIY ON 133138 Task Name Upload revised drawings Responsible Group Consultant JAOYddY Page 25 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Project Startup Before documents can be reviewed in ePlans the Project Manager or System Administrator must first create a
106. nd click the Save button This is the deadline for all PDCO Team members to complete their review of the submitted drawings Project Construction Plans 50 Ri Review Info Project Info Contact Info Project File Markups Project Manager Aaron i aaronAA 4 montgomeryparks org Activity Instructions Workflow Activity Name O Activity Instructions MNCPPC_ParksWorkflow BeginReviewCycle Current User Logon Aaron y aaron 4 amontgomeryparks org Plan Review Types Review Percent v AA AAA i EEE ET LTE ET N N Group Review Due Date De E o REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process Assign Reviewers Click to Access Project STAAL LE U LU U UT Project Manager s CYCLE SELECT GROUP ASSIGNMENT REVIEWER Com ments 1 PDCO GROUP All In Group Aaron Feldma 1 QAP OFFICER Individual v Mitra Psloeem Y Begin Project Manager s Notes Review AAA Save and Close SS A AAA Page 37 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 Assign reviewers by clicking the checkbox next to each group you would like to include in the PDCO Team Review You will also need to set the Assignment Type for each review group As Project Manager you are by default included in the PDCO
107. ns 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 on to ePlans for review 1 Anew task will appear in your Task List Click on the link entitled Upload Project Drawings 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 To upload project files click on the link entitled Click to Access Project This will take you to the Project s file structure The file structure list also appears at the left side of the screen in the project s Main Page See the File Management section of this guide for more detail about file organization Project Manager Aaron My aaron montgomeryparks org Plan Review Workflow Activity Name MNCPPC_ParksWorkflow UploadProjectDrawings e EME O Activity Instructions Type Current User Logon Aaron 09 afeldmang Revi Plan Review Types oem pohe Pana EVIEW Review Percent LWP Percent REQUIRED QAP CHECKLIST _ REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Return to Click Here for Design Business Process Main Page Click to Access Project Consultant s Notes Six drawings
108. ntaining 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 Amember of Montgomery County Parks Park Development Division responsible for overseeing all project managers Standard practices require the Division Chief to apply his or her eSignature to the cover sheet of any set of construction drawings before they go out to bid See page 87 for an overview of the Division Chief s tasks within a workflow Page 133 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 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 checklists and lists of comments made on a drawing ePlans An online document review storage and submittal platform tailored for the Park Development Division 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 t
109. onsibility PARKS Workflow 2013 0103 Aaron Feldman Page 1 of 1 6 items Start Workfic E Start EForm in Dev mode e MNCPPC ParksWorkflow Page 109 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Publishing Changemarks After each PDCO Team Review cycle you may want to save a record copy of all the changemarks made on the Consultant s drawings ePlans allows you to save changemarks embedded within a drawing or as a comprehensive list organized in an Excel spreadsheet 1 To save changemarks embedded within a drawing use the folder list on the left side of the project s Main Page to navigate to the drawing you wish to publish Click the Markups FA icon and select which changemarks you wish to view Click the View Edit button to open the Brava Viewer Click on the Publish link at the top of the screen and select the Publish to PDF option 3 Adialog box will appear offering a number of options for publishing the drawing You do not need to change any of the settings in this dialog box if you do not want to One section to consider however is the Markup Menu Burn In current markups This setting will insert all of the open changemarks as a layer in the drawing The changemarks are not editable using this feature Insert markup as PDF comments This setting converts all of the files changemarks to Adobe PDF comments allowing you to manipulate them as
110. ontact Tasks List E info P Notes EJEmail Feat Viewer Folder RMS EST 2 Documents 6 Files 6 New IRCNOVTEST2 Preference View Folders Upload Files Om o Annotate Redact Takeoff Publish Current Sort Select r EB ESA E 1 01 Cover Sheet pdf Th mbn il 12 28 2012 2 33 08 PM 577 KB u al P ES Asron Feldman a Saa Preview a 2012 2 33 06 PM 198 KB er n ABron Feldman TY w HA se a A ar Drawing En BEN 2202012 23506 PM 320 KB Name Drawing Sk y F L05 Details pot 12 28 2012 2 33 07 PM 323 KB Aaron Feldman 859 Pan Tools Be a es 12 28 2012 2 33 40 Aaron Feldman aaa a Zoom and See E se n i La at A y PA qm The Maryland Nacional Capical S a 7 q k eneca Lodge Tent Pad Guadi Park sad Planning Commission k ig woos Uusina Fa Lo tapame ae Camp Seneca Special Park A E tor Im tb ah SA m z sis A LE MEE Enlarge ment Pan Zoom In 5 The project s File List will appear on the left side of the screen Unless otherwise noted in the Consultant s Notes the files should be found in the Current Submissions folder Click on the folder to see a preview of all of the drawings The File Management section of this manual contains additional details about the different functions available in the File List Page 35 of 137 The Maryland National Capital Pa
111. ood 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 Page 122 of 137 N41 M06 N38 MO5 D19 M43 M24 M35 M36 M33 M99 M34 G01 M49 P04 PO5 PO6 PO7 POS P71 N92 M55 L16 FO3 BO5 N62 LO2 D20 HO6 A29 D21 N63 C06 AOS MO7 D22 E64 Montgomery Parks Cabin John Ice Rink Bldg Cabin John Ice Rink Propert Cabin John Indoor Tennis Bldg Cabin John Indoor Tennis Property Cabin John Local Park Cabin John Regional Action Playland Cabin John Regional Athletic Area Cabin John Regional Family Picnic Area Cabin John Regional Group Camping Area Cabin John Regional Group Picnic Area Cabin John Regional Headquarters Cabin John Regional Maintenance Facility Cabin John Regional Park Cabin John Regional Train Cabin John Stream Valley Unit 1 Cabin John Stream Valley Unit 2 Cabin John Stream Valley Unit 3 Cabin John Stream Valley Unit 4 Cabin John Stream Valley Unit 5 Cabin John Stream Valley Unit 6 Cabin John Train Station Bldg Cabin John Train Station Property Callithea Farm Special Park Calverton Galway Local Park Calverton Nca Camp Seneca Spcl Park Rec Faciility Camp Seneca Special Park Cannon Road Local Park Capital Crescent Trail Special Park Capitol View Park Open Space Capitol View Home
112. or this project see screen shot on the next page 7 Click the report you wish to generate and follow steps 2 through 6 above Page 108 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County 2013 0103 Lian Pot rome kooo Main Contact Ea 13 Expand current Collapse YA Seneca Lodge Tent Pad E 2013 0103 Ga Current Submissions 6 Files 12 New Show All Tasks For All Users 5 0 Documents ea Drawings H E Project Permits Folder Task Attached To Status Created On Updated On EHE Photos ReviewBidDocuments ProjectManager Pending 1 4 2013 11 58 15AM 1 4 2013 11 58 15 AM ea Procurement and Contract H E Project Correspondence H A Uploads H O ChangeMarkReports Page 1 of 1 1 items Project Name Workflow Date Started Status Workflow Routing Slip v Workflow Agency Review Status Workflow report displays each agency assig PARKS Workflow 2013 0103 Aaron Feldman Current Project Workflow Rout Task status usergroup user and cycle for th PARKS Workflow 2013 0103 Aaron Feldman Current Project Checklist Rep Checklist Items and Status for Current Project PARKS Workflow 2013 0103 Aaron Feldman Current Project Checklist Rep Checklist Report Not Met Items Only PARKS Workflow 2013 0103 Aaron Feldman Current Project Task Time Re Track the time a Task is in the resp
113. ora Chambers Owners Email ichambers 4 com Login to ProjectDox Contact the Project Owner or a Project Administrator if you have questions regarding this project Please do not reply to this email Page 15 of 137 2 Click on the link that says Login to ProjectDox This will automatically open Internet Explorer and take you directly to the login screen You can also open Internet Explorer and type in the address http eplans montgomeryplanning org At this point you can bookmark the page for future use Alternatively a link to this page will be provided to you every time you receive an e mail notification from ePlans MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County MONTGOMERY COUNTY TERMS AND CONDITIONS OF USE Your access to and use of the Maryland National Capital l d n S Fark and Planning Montgomery County MNCPPC MC ProjectDox website the Site is subject to the following 7 terms and conditions as well as all applicable laws Your E Mal Ad d ress 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 gt Temporary E mail aaron mmontgomeryparks org Passwo rd 3 Enter your e mail address the same address where you received the invitation to join the project into the E mail Field 4 Type or paste the temporary password into the Password Field
114. oves accountability among all of the process s participants The review process and the software have been set up to maximize flexibility 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 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 proficiency with ePlans you will discover many advanced functions and features throughout the software that are not covered in this guide While ePlans is the official name of this software this manual refers to it as ProjectDox as well 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 Introduction 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 Workflow and Other Functions sections as it perta
115. plete Congratulations The Division Chief has applied the final signature to the project 2013 0211 The workflow is complete and you may now commence the procurement process Project Number amp Name 2013 0211 Seneca Lodge Tent Pad Project Construction Plans 100 Review Consultant Project Manager Aaron Feldman aaron feldman montgomet rh 7 Resource Links eplans User Guide PLEASE DO NOT REPLY TO THIS EMAIL p rks ors for help 6 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 on the project s Main Page 7 Click the Review button at the top of the Brava Viewer A window entitled Markup Open for Review will appear 8 Select the Division Chief s name from the list and click OK The eSignature and date will appear in the Approved for Procurement box on the cover sheet 9 Refer to the Other Functions section for instructions on publishing a copy of the cover sheet with the eSignature this process is identical to Publishing Changemarks Page 56 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS Consultant Page 57 of 137 Montgomery Parks WORKFLOWS Consultant The Maryland National Capital Park and Planning Commission This section describes all of the Consultant s tasks within the Workflow Task Name PD
116. project which stores all of the documents and comments tracks the Workflow and distributes notifications to the project 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 walk you through the steps to create a project 1 After logging in the Active Projects Screen will appear Click the Create Project button If you do not see this button contact the System Administrator to change your privileges D la ns MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County lt Back Forward amp Projects Profile NE Ae Logout Admin Task List All Projects View Archived Projects 10 projets out of 10for Mora Chambers chambers EEE com rr Press Emer To sear Project Number Options Project Name Project Coordinator Status 2 Fillin the top four lines of the Create Project form 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 15 if a project is scheduled to begin in FY 2
117. rk and Planning Commission Montgomery Parks 6 Before viewing the Consultant s drawings set your ProjectDox viewer preference by clicking on the radio button for the view you would like to use e Right Side Panel The drawings will appear in the same window as the File List on the right side of the screen This setting reduces the number of windows you have open making desktop navigation simpler e Separate Window I allows you to expand the viewing area to incorporate more of your Screen The drawings will appear in a separate window This setting 7 To view a drawing click on the drawing s name or the thumbnail image of that drawing The drawing will appear in the Brava Viewer Use the tool bar at the bottom of the screen to zoom and pan to close up views of the drawing To view another drawing click on another thumbnail image or another drawing name 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 of the drawings return to the eForm If you closed the eForm you can get back to it by clicking on the task in the Task List see step 1 10 Complete this task by selecting one of the three buttons at the bottom of the screen Approve The drawings are acceptable to send to the PDOC Team for their review without any changes from the Consultant This wil
118. roject 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 does not apply to Parks Details about this tab are provided in the Project Startup task Project Files The project files section of ePlans functions much like the folders in Windows Explorer Click on the button at the left to see a list of the subfolders contained in each folder Click on a folder s name to view the files inside The text in parentheses to the right of each folder name indicates how many files are inside each folder and how many of those files were recently added folders without any text are empty If you click on an empty folder a screen will appear telling you that no files currently exist in that folder You can return to the previous folder structure by clicking the View Folders button or you can upload files by following the instructions on the screen All files to be reviewed should be uploaded into the Current Submissions folder at the top of the file structure Project Number 72815 0105 La Current Submissions Current Submissions ee Documents Folder click to view EE Drawings files H A Rendering Files HLat ncept Up a Detaileafs0 to 90 Percent Design eo Mal 90 Percent Design QAP ae Bid Documents H O As Built Plans H O NRI FSD 9 04 ECP H A Syl and Erosions and Sediment Control Plans B Egy6ther Designs expa
119. s 7 Show Grid Lines Column Titles Forecolor White Alternating Row Color Gre a Titles Backcolor Blue v File Tyg LS v Download Report Data File Type Page 107 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 3 You can print a hard copy of the report by clicking the Print button at the top right of the screen 4 You can save the report to your computer in a number of different file types depending on how you plan to use the data Start by customizing the report s appearance using the checkboxes and pull down menus in the Export Options At the far right of the Export Options you can choose which file type you want to create e CSV Comma separated value e DOC Microsoft Word document e HTML Internet ready document e MS Office XML Microsoft Office Extensible Markup Language e XLS Microsoft Excel spreadsheet e XML Extensible Markup Language 5 Once you have selected your Export Options click the Download Report Data button A new window will appear with a link to the report for you to download Click the link to open it or to Save it Current Project Project Markups Listing Current Project all file markups report Exported file for download RExp 6 For Workflow reports click the Tasks List button on the Main Tool Bar of a project s Main Page The bottom of the page will list all of the Workflow reports that are available f
120. s task and it will disappear from your Task List This task will be repeated as necessary until the Project Manager accepts the drawings Page 67 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks WORKFLOWS PDCO Team Page 69 of 137 WORKFLOWS PDCO Team The Maryland National Capital Park and Planning Commission Montgomery Parks 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 Upload revised drawings Responsible Group Consultant Task Name Begin review cycle Responsible Group Project Manager JAOYddY q3a3J3N M3JIA3Y 3Y SJA 19339 Task Name Compile PDCO comments Responsible Group 43Mal 34 OLNYNISH Project Manager Task Name PDCO review cycle complete Responsible Group Project Manager Task Name Upload revised drawings Responsible Group Consultant Task Name Review revised drawings Responsible Group Project Manager Task Name Additional review needed Responsible Group Project Manager QIAOYddY MIIA3SY ON Task Name Review bid documents Responsib
121. se QAP Checklist Prepared Save And Close Page 52 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 Click the link entitled Click Here for QAP Checklist The QAP Checklist Page will appear in a new window 6 At the top of the page click the 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 QAP CHECKLIST Make sure you have met all items on checklist If an item is not needed for the project select N A o SELECT DESCRIPTION A COVERSHEET 001 Standardized Cover Sheet COVERSHEET 002 Standardized Title Block W M NCPPC Logo Signatures And Dates COVERSHEET 003 Project Title And Project Address COVERSHEET 004 Vicinity Map Of The Project W North Arrow COVERSHEET 005 Index Of Drawings With A Separate Column For Numbering Other Agency Required Drgs COVERSHEET 006 Utility Survey amp Relocation Certification USRC Signed And Dated By Designer COVERSHEET 007 Related Required Permits Table Checked Status And Date Noted By Designer 7 Click the Select Items button at the bottom of the QAP List 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 either N A Met or Not Met The default status is Met For
122. sion Montgomery Parks 5 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 6 Review the checklist to ensure the Project Manager has met all of the requirements The Project Manager will have entered an explanation in the PM Comments Box for any item marked N A 7 You can comment on any item in the checklist by entering a note in the Response Field of the checklist PM Comment Check here to display only the items that are set as Not Met iD DESCRIPTION STATUS PM COMMENT RESPONSE Response COVERSHEET Standardized Cover Sheet Not enter additional commenta bart gt a 001 NIA Met ilet COVERSHEET Standardized Title Block wiM NCPPC Not 002 Logo signatures and dates N A 9 Met iiet a atus d ats Update haba Project Title and Project Address H Fa No Correction List Close 8 You can view the drawing set by navigating back to the project s Main Page and selecting the Update Correction List folder to which the drawings are saved Do not close the QAP Checklist window while you are viewing changemarks it may be helpful to toggle back and forth between the two screens If you closed the eForm or the QAP Checklist you can get back to it by clicking the task in the Task List see step 1 9 When you have finished your review of the checklist click the Upd
123. sk Time Report star Worklows Start Ffor in Dev mode ManlgomeryPlanning org ManigomeryParke org back lorang i gt Vico ne port displays tadh agency assigned lo he i n and m ll Task sisike USergroua User and cycle for ine wardina Checkial Bema and Status for Current Project Checkis Repel Hol Mei ber Only Traci time a Task 5 in ihe Epos oda weber or usergroup MACPPE Montgomery County Projects Pronte Lal IE i Logout Gyro Amea Een Ehre Page 1 of0 0 derma Workflow Date Started Stairs No worin exist for reporting Moor Gas for reporting Mo warkdiowea emet for reporting No worktiows exist for reporting Ho workflows nisl for reporting No workers Ens lor reporting Paget of 4 6 tema Page 30 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 documentation to the project folders 1 Once you start the Workflow a task will appear in your Task List Click on the link entitled DetermineTypeOrPercentageOfPlanReviewUploadExistingProjectFilesandInformation 2 A message will pop up asking if you want to accept the t
124. t 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 fillthe role of the Consultant PDCO Team The Planning Design Construction and Operations PDCO Team consists of Montgomery County Parks employees from various divisions 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 Consultant s drawings for accuracy and completeness The Project Manager is always a part ofthe PDCO Team QAP Officer The Quality Assurance Program QAP Officer is 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 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
125. t additional comments Y Show All Tasks For All Users Task PDCOTeamReview stephen montgomeryparks org for PDCO Group WY PDCO Group Page 1 of 1 1 items Task PDCOTeamReview PDCOTeamReview PDCOTeamReview PDCOTeamReview PDCOTeamReview BeginReviewCycle PreScreenReview Attached To aaron a montgomeryparks org for QAP Officer shuchi montgomeryparks org for PDCO Group stephen montgomeryparks org for PDCO Group aaron omontgomeryparks org for PDCO Group Project Manager Project Manager Project Manager Status Pending Pending Pending Accepted Complete Complete Created On 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 34 14 AM 1 4 2013 10 33 13 AM Updated On 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 43 51 AM 1 4 2013 10 51 20 AM 1 4 2013 10 43 48 AM 1 4 2013 10 34 13 AM Updated By aaron 2 montgomeryparks org aaron 10 montgomeryparks org aaron 42 montgomeryparks org Page 1 of 2 11 items Page 39 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 4 In order to end the PDCO Team Review early and skip all outstanding reviews you will need to change all reviewers status from Pending to Complete To do this click on the task attached to your e mail address in the Task
126. t cannot be bypassed 1 Anew task will appear in your Task List Click on the link entitled PrepareQAPChecklist 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 Enter the QAP Due Date and click the Save button This is the deadline for the QAP Officer to complete his or her review of the drawings Project Construction Plans 100 Rev Review Info Project Info Contact Info Project File Markups Activity Instructions Project Manager Aaron 4 aaron 4 omontgomeryparks gss Workflow Activity Name MNCPPC_ParksWorkflow PrepareQse Activity Instructions snare the QAP Due Date a Current User Logon Aaron 44 aaron montgomerypaseOrg Plan Review Types Project Construction Plans v QAP Review Percent Pe Checklist QAP Due Date 07 x 3 Save 1 QAP REQUIRED QAP st E Sa REFERENCE CHECKLISTS Confirm Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Procase ation ieXTo Access Project PM i f Comments Y Thave completed all items in the QAPChecklist QAP Checklist PM Comments Prepared LSS SSS SSS Sa o Save and QAP Officer Comments Clo
127. tal Park and Planning Commission ane Zoom and Seneca Lodge Tent Pad Camp Seneca Special Park Liber Folw Pan Tools Page 74 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 7 To conduct your review click the Annotate link at the top of the Brava Viewer and a toolbar will appear to the left of the drawing see screenshot on the previous page 8 Click on the small arrow to the right of the Changemarks tool Emito expand the Changemarks toolbar Click on the appropriate icon described below to initiate achangemark and then select the location for your changemark Changemarks Creates a changemark note looks like a Post It note without any associated linework Click once in the drawing at the desired location to create Changemarks Text Highlight 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 Changemarks Highlight Creates a colored box and associated changemark Click your mouse at the starting point of the desired area to highlight and hold Drag the mouse to cover the desired area Changemarks Cloud Creates a revision cloud and associated changemark Click your mouse at the starting point of the desired area to cloud and hold Drag the mouse to cover the desired area Changemarks Arrow Creates an arrow and associated changemark Clic
128. te scale to known length Enter length between selected points 5 ft Measure aH x canes nep Takeoff Calibration Window Graphic emos Diva nz of g Scale 1 Opena drawing in the Brava Viewer by clicking its thumbnail in the Project File List 2 Zoomtothe drawing s graphic scale If no graphic scale exists zoom to a known dimension 3 Click the small arrow n button to the right of the Measure or Takeoff link at the top of the Brava Viewer and select Calibrate from the drop down menu 4 Make sure the Snap checkbox is checked 5 Place your cursor at the 0 hash mark of the graphic scale and click once If no graphic scale exists use the beginning point of a known dimension 6 Place your cursor at the next hash mark of the graphic scale and click once If no graphic scale exists use the end point of a known dimension 7 Select the units you wish to use from the Select units drop down menu 8 Type in the dimension of the line you just traced and click OK to calibrate the drawing 9 Click the small arrow button at the top of the Brava Viewer and select Measure from the drop down menu Use the Measure Toolbar at the left side of the screen to measure elements in the drawing Hold your cursor over each button in the tool bar to see that button s function Page 102 of 137 The Maryland National Capital Park and Planning
129. th by Montgomery County Parks the Division Chief must approve the documents by applying his or her eSignature to the cover sheet of the Construction Drawings An eSignature is simply a copy of one s signature scanned and saved to a digital file format 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 the file A new task will appear in your Task List Click on the link entitled QAPApproval 3 A message will pop 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 5 To review the consultant s drawings click on the link entitled Click to Access Project This will take you back to the project s Main Page Project Construction Plans 100 Revi wer I Activity Ta Instructions Project Manager Aaron 4 aaron 1 montgomeryparks org 4 Workflow Activity Name MNCPPC_ParksWorkflow ESignature Activity Instructions ents and a Current User Logon Aaron 4 aaron montgomeryparks org Plan Review Types POE cons TA cion Pais Review Percent MES fs ESignature Date 02 15 2013 SS Return to
130. the OK button Repeat steps 10 through 14 for each element you want to count Your level of specificity should depend on the level of completion the documentation has reached For instance create separate categories for trees and shrubs if that is what is identified on a landscape plan If a detailed plant schedule has been provided you may want to create a separate category for each type of vegetation to confirm the consultant s plant counts are accurate Page 104 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 15 Begin calculating quantity takeoffs by highlighting from the Categories List the category of element you want to count The appropriate buttons in the Measure Toolbar will become active depending on which Measurement Type you selected when you created that category Length You can use the Measure Line button the Measure Polyline button or the Measure Circle button to calculate length Trace any line of which you want to calculate the length by clicking on each midpoint of that line Hit the Enter key to stop calculating a line The Total Count Field at the top of the Categories List will keep track of the length of all lines measured within the highlighted category Area You can use the Measure Polygon button the Measure Rectangle button or the Measure Circle button to calculate areas Trace the outline of any shape that you
131. the Activity Instructions will give you more information about what actions are required in this task of the Workflow Project Construction Plans 100 Activity Project Manager Aaron Y aaron 4 3 montgomerypar eSignature Due Date Workflow Activity Name MNCPPC_ParksWorkflow PrepareEos Activity Instructions Ave Current User Logon Aaron AAA aaron Wo montgome K5 org Plan Review Types Project Construction Plans Review Percent Mie ESignature Date Save REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process Click Here for Design Business Process PM Click to Access Project Comments Complete PM Comments Save and Compie Close i D SS T a A a 4 Enter any general comments to the Division Chief in the PM Comments Field and then click the Complete button at the bottom of the screen 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 Close button 5 Once the Division Chief Applies his or her eSignature to the cover sheet of the construction drawings you will receive an email instructing you to proceed with the procurement process Page 55 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks AND PLANNING COMMISSION Montgomery Parks orc ESignature Com
132. their reviews to take place outside of the ePlans Workflow will allow you to return the PDCO Team comments to the Consultant in a more timely fashion 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 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 Ifthe Consultant is required to make revisions based on PDCO Team comments enter the Consultant Resubmit Due Date and click the Save button This is the deadline for the Consultant to submit their revised drawings 5 Click the Request Revisions from Consultant button to notify the Consultant that there are comments waiting for them 6 Ifthe Consultant is not required to make any revisions click the No Revisions Needed button to move on to the next task see screenshot on the next page Page 44 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks J SS 7 e ae al Review Info dl esse Contact Info Project File Markups y J i J A Activity Instructions Project Manager Aaron hh f aaron NG montgomeryparks org Y Workflow Activity Name MNCPPC_ParksWorkflow PDCOR eviewCuske mplete D Ac
133. tivity Instructions Current User Logon Asron AAA aaron 0 montgomeryparks org Plan Review Types Review Percent Consultant Resubmit Due Date ee Consultant REQUIRED QAP CHECKLIST REFERENCE CHECKLISTS Click Here for QAP Checklist Click Here for Construction Business Process E Revision Click Here for Design Business Process 4 Due Date STATUS amp NOTES saan EZ 1 PODO GAO ALON Md DHONTGOMER PAR ORG Po Te ER 1 PODO GADUF A STEPHE A AO NTE MERA DA No l Seu seme Revisions 1 PODS GA0Ue 4 fa Request J Ne Revisions Needed AU Revisions Page 45 of 137 The Maryland National Capital Park and Planning Commission Montgomery 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 reviewer s 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 1 Anew task will appear in your Task List Click on the link entitled ReviewRevisedDrawings 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
134. up Y Refresh Changemarks Publish to PDF Cycle Group i Markup Description Details Response Publish to PDF Remove Will revise parking lot improvements from this set PDCO Group Aaron 4 Layout pdf Extend the Aaron iy wall all the way across L 02 Layout pdf PDCO Group Extend shrubs to meet existing L 06 PDCO Group Planting pdf Save Changemark Updates E Show My Changemarks l Export to ElShow All Changemarks for All Cycles Excel Page 111 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks APPENDIX Page 113 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Allow Trusted Sites Before installing any of the components necessary to run ePlans on your computer you need to verify that ePlans is recognized as a Trusted Site by your copy of Internet Explorer Because of the amount of information transmitted between your computer and the ePlans server Explorer may mistakenly identify ePlans as a malicious website By identifying it as a Trusted Site you can ensure Explorer will allow you to access the site Administrative rights to your computer are required to install these components 1 Open Internet Explorer and click the Tools icon Select Internet Options from the dropdown menu The Internet Options Menu will open in anew window Print F le Zoom 1005 Safety View downloads
135. ut your explicit consent Restricts first party cookies that save information that can be used to contact you without your implicit consent Location a aoe websites to request your 1ysical location oC Settings Turn on Pop up Blocker InPrivate Disable toolbars and extensions when InPrivate Browsing starts ze MR e Pop up Blocker Settings Exceptions E Pop ups are currently blocked You can allow pop ups from specific websites by adding the site to the list below erora 5 ePlans Web Address of website to allow eplans montgameryplanning Jorg Address Allowed sites l e Add eplans montgomeryplanning org Remove snzprd0410 outlook com Notifications and blocking level 4 Play a sound when a pop up is blocked Close Show Notification bar when a pop up is blocked Blocking level Leam more about Pop up Blocker os Page 118 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Disabling User Account Control Computers running Windows Vista or Windows 7 may require you to disable the User Activated Control UAC feature before allowing you to install ActiveX Controls Disabling UAC should be discussed with your Network Administrator prior to making changes to your system In all cases the UAC can and should be returned to its former settings once you are finished installing ActiveX controls 1 From the Windows Start Menu
136. view storage and submittal platform created by Avolve Software and tailored for the Park Development Division PDD of the Montgomery County Parks Department ePlans allows the PDD Project Manager 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 share 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 ofthe 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
137. were uploaded to the Current Submissions Eol Consultant s Notes Complete Save and complere Sf save saverna dose ros Page 60 of 137 Montgomery Parks Curent Submissions H E Documents H E Drawings E Project Permits Folder ES Ca Photos cr 9 2 Project Correspondence H E Uploads H B ChangeMarkReports The Maryland National Capital Park and Planning Commission 5 Click on the destination folder to which you would like to upload files Unless the Project Manager directs you to do otherwise submission drawings should always be uploaded to the Current Submissions Folder 6 Click on the Upload Files button and a new window will open allowing you to select files to upload If the folder you selected is empty a set of instructions for uploading files will appear on your screen If there are already files in the folder you selected click the Upload Files button at the top of the screen View Folders Upload Files Curent Sort Select F HEA A raeeBotea x E aie Ma F L 01 Cover Sheet 1 8 2013 10 01 46 AM 607 KB Aaron NN 3 aux E L 02 Site Plan pdf 1 4 2013 10 01 46 AM 432 KB 1142013 10 01 48 AM 272 KB Asron AAA A di x E L 04 Elewatons pdf 11420713 10 07 48 AM 270 KB Asron w Page 61 of 137 Upload Now 7 8 9 10 11 12 13 Montgomery Parks Drag n Drop files or folders Files
138. wood Local Park Captl View Homewood Local Park Rec Facility Carderock Springs Nca Caroline Freeland Urban Park Carson Farm Special Park Cashell Neighborhood Park Cedar Creek Local Park S10 F17 C07 A04 A05 D82 D24 C47 B83 E47 N64 A31 E23 D27 D29 N65 D30 BO6 BO7 B75 FO2 E58 B 2 BO8 PO9 E74 BO9 B10 G02 KO9 D31 A26 A06 B86 D32 G03 D33 The Maryland National Capital Park and Planning Commission Cedar Island Conservation Park Centerway Local Park 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 Neighborhood Park Rec Bldg Clarksburg Triangle Urban Park Clarksburg Village North Local Park Clearspring Local Park Cloverly Local Park Colesville Local Park Recreation Facility 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 Local Park Darnestown Square Urban Park Dartmouth Nca Derwood Station Neighborhood Park Dewey Local Park Dickerson Conservation Park Dickerson Loc
139. x e Windows 7 Drag the scroll bar down to Never Notify 4 Click Ok 5 Restart your computer for the changes to take effect 6 Once ActiveX Controls have been installed follow steps 1 through 5 above to return to your original UAC settings Page 120 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks Install ActiveX Controls ProjectDox requires the installation of several ActiveX Controls to be able to perform certain actions in ProjectDox These actions include Uploading Files Downloading Files Viewing Files and Viewing Help Information 1 Atthe ePlans Login Screen click the Install ProjectDox Components link at the bottom left corner of the screen MontgomeryPlanning org MontgomeryParks org M NCPPC Montgomery County MONTGOMERY COUNTY TERMS AND CONDITIONS OF USE Your access to and use of the Manland National Capital Far and Planning Montgomery County MNCPPC MC ProjectDox website the Site is subject to the following 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 not you jare a registered user By using the Login button below E mail aaron wA montgomeryparks org Password Login Forgot your password 2013 Avolve Software ProjectDox Version 7 7 is a trademark of Avolve Software All rights reserved Login
140. you would in Adobe Acrobat E kin Pages Include Are L Bookmarks 2 Use default page size 110 84 x 80 00 in Block attributes O Fit to L Layering Output L Hyperlinks Remove L Remove hidden text Coloring Rotation Document Original Colors Markup Original Colors Security Markup L Password protect a Burn In current markups Password O Insert markup as PDF comments u Append Changemarks notes Confirm Append redaction reasons r Create watermark banners C Fit document LC PDF A 1b compatible Watermark Banners Koll eran a 4 Click the Publish button A message will pop up asking if you want to Save to file or Email as attachment Select Save to file and click the OK button Page 110 of 137 The Maryland National Capital Park and Planning Commission Montgomery Parks 5 A Windows Explorer screen will appear Navigate to the location on your computer where you want to save the drawing to and click the Save button 6 To save changemarks as a list click the Project File Markups tab of any eForm 7 To create a PDF document Click on the Publish to PDF link at the top of the changemarks list To export all of the changemarks to an Excel spreadsheet click the Microsoft Excel Ix logo at the bottom of the changemarks list Project Construction Plans 0 1 MXN p Project File Markups Filter by Gro

ePlans User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents