Document Imaging Security Group Add/Remove Request Form Submission Manual

This document provides general instructions on how to complete and submit a Document Imaging Security Group Add/Remove Request.  For specific instructions on the content of the form, please contact your supervisor.

System Access Restrictions

The ability to view items and complete actions within Perceptive Content is restricted based on approved system security access.  An FAQ on requesting access updates is available here.  Questions regarding which security group(s) will provide the access needed can be submitted via a Help Ticket.

Document Imaging Security Group Add/Remove Request Form Submission

1.  Open a browser and go to the Document Imaging Security Group Add/Remove Request link to launch the form.

2.  When prompted, enter your NinerNet credentials and click Log In.

3.  The form will be displayed with the Preparer ID and name auto-populated.

preparer

4.  Select the requested Action from the available dropdown.

actions

5.  In the User Information section of the form, enter the UNC Charlotte ID of the person who's access is being updated, or type their last name in the field and select it from the values that appear.

Note: The person lookup feature on this form will only return currently active employees. If the person isn't an active employee (non student), you must type their UNC Charlotte ID manually.

 6.  Add the Reason for Request in the available field.  This field is required for requests to add access and optional for requests to remove access.

Add Imaging Access

1. The group information required to add access can be listed in two ways:

  1. Enter the UNC Charlotte ID of a person to Copy Access From, or type their last name in the field and select it from the values that appear.  Once selected, a list of available security groups to add will appear.  Click the remove next to any security group that the user should not be added into in order to remove it.  Click add another group at the bottom of the list to append security groups.
    copy access
  2. Select individual groups to add in the Verify / Remove / Add Security Groups section.  Selecting a Category from the dropdown will refine the list of related Security Group values to select from.  Click add another group at the bottom of the list to append security groups.
    security group

2.  Complete the required Certification indicating that the user for whom access is being requested has read and understands the related procedures and policies.

Remove Imaging Access

1.  The groups that the user for whom access is being updated is currently a member of will automatically be listed on the form in the Group Information: Remove Imaging Access section.  Click beside the security groups that the user should be removed from to add a check mark.
groups

Form Completion

1.  Click the attachments button to add supporting documentation, if applicable.

2.  Click thesubmit button to save the form to the system for processing.  A pop-up box will appear confirming submission. 

3.  Refresh your browser to initiate a new submission.

4.  Exit the form by closing the browser window.

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