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This document provides instructions on how to complete Sponsored Guest Account Form workflow review and approval.

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 directed to imagenowhelp@uncc.edu.

Table of Contents

Notification of Document Pending Banner Review

The sponsored-ban-group@uncc.edu will receive an email that there are documents in the OneIT SGA Banner Processing workflow queue.

Reminder Emails

Reminder emails will be sent daily until items are cleared.

Sponsored Guest Account Banner Processing

1.  Open a browser and go to imaging.uncc.edu/experience.

2.  The Login screen will display.

3.  Enter your NinerNET credentials and press the Log In button.

4.  Once logged into the application, a screen will display all Experience Content Apps on the main Home page.

5.  Click on the Workflow Content App from the Home screen.

6.  Once in Workflow, select  beside the OneIT Sponsored Guest Account Process workflow listing to view the available queues and then click on the OneIT SGA Banner Processing workflow queue.

7.  A list of documents will display.

8.  To view a document, click on the line item and the document will display.

Tip

Use the toolbar in the top right corner to toggle view panes on and off:

  • Show or hide thumbnails (attachments) by clicking
  • Show or hide properties by clicking

9.  Perform your due diligence.  Be sure to review the form details, document keys, custom properties and all attachments.

Note

ALL requests should have supporting documentation attached.

10.  If routing to OneIT SGA Approve or OneIT SGA Hold Processing, enter the Banner 800# in the SPONSORED GUEST ID field.  The value entered must be in Banner (sponsorships_v) so that property fields can update after routing.  The field is required and cannot be left blank when routing.  If routing to Deny or New Attachment, enter "-" in the SPONSORED GUEST ID field.

11.  Enter NOTES in the custom properties field, if appropriate.

Note

Notification emails to initiators for denied requests include NOTES entered in the custom properties.

12.  Click the Route Forward icon at the top of the screen and select the appropriate routing option from the dropdown to process the access request.

a.  OneIT SGA Approve routes the document for Identity & Access Management (IAM) processing in the OneIT SGA Processing queue.

b.  OneIT SGA Deny updates the custom property STATUS to Denied and sends an email to the initiator communicating the decision and any entered NOTES.

c.  OneIT SGA Hold Processing routes the document to the OneIT SGA Hold Processing queue where it is held until the start date when the guest processing can be verified.  An email is automatically sent to the initiator stating that the process has been put on hold. 

d.  OneIT SGA New Attachment routes the document to the OneIT SGA New Attachment queue and assigns a task to the initiator to provide required documentation.  Once the task is completed, the document will automatically route back to the OneIT SGA Banner Processing queue.

Sponsored Guest Account Hold Processing

1.  Open a browser and go to imaging.uncc.edu/experience.

2.  The Login screen will display.

3.  Enter your NinerNET credentials and press the Log In button.

4.  Once logged into the application, a screen will display all Experience Content Apps on the main Home page.

5.  Click on the Workflow Content App from the Home screen.

6.  Once in Workflow, select  beside the OneIT Sponsored Guest Account Process workflow listing to view the available queues and then click on the OneIT SGA Hold Processing workflow queue.

7.  A list of documents will display.

8.  To view a document, click on the line item and the document will display.

Tip

Use the toolbar in the top right corner to toggle view panes on and off:

  • Show or hide thumbnails (attachments) by clicking
  • Show or hide properties by clicking

9.  Perform your due diligence.  Since the document keys and custom properties are used for automated communications it is recommended that they be reviewed for accuracy.

10. For approved requests, on or after the sponsored guest's start date enter the USERNAME (if it does not already exist) to the document properties field and validate the accounts.

11.  Enter NOTES in the custom properties field, if appropriate.

Note

Notification emails to initiators for denied requests include NOTES entered in the custom properties.

12.  Click the Route Forward icon at the top of the screen and select the appropriate routing option from the dropdown to process the access request.

a.  OneIT SGA Approve updates the custom property STATUS to Approved and sends an email to the initiator indicating the request is complete.

b.  OneIT SGA Deny updates the custom property STATUS to Denied and sends an email to the initiator communicating the decision and any entered NOTES.

Notification of Document Pending IAM Processing

The iam-group@uncc.edu will receive an email that there are documents in the OneIT SGA Processing workflow queue as shown in the TEST example below.

Reminder Emails

Reminder emails will be sent daily until items are cleared.

Sponsored Guest Account IAM Processing

1.  Open a browser and go to imaging.uncc.edu/experience.

2.  The Login screen will display.

3.  Enter your NinerNET credentials and press the Log In button.

4.  Once logged into the application, a screen will display all Experience Content Apps on the main Home page.

5.  Click on the Workflow Content App from the Home screen.

6.  Once in Workflow, select  beside the OneIT Sponsored Guest Account Process workflow listing to view the available queues and then click on the OneIT SGA Processing workflow queue.

7.  A list of documents will display.

8.  To view a document, click on the line item and the document will display.

Tip

Use the toolbar in the top right corner to toggle view panes on and off:

  • Show or hide thumbnails (attachments) by clicking
  • Show or hide properties by clicking

9.  Perform your due diligence.  Since the document keys and custom properties are used for automated communications it is recommended that they be reviewed for accuracy.

10. For approved requests, on or after the sponsored guest's start date enter the USERNAME (if it does not already exist) to the document properties field and validate the accounts.

11.  Enter NOTES in the custom properties field, if appropriate.

Note

Notification emails to initiators for denied requests include NOTES entered in the custom properties.

12.  Click the Route Forward icon at the top of the screen and select the appropriate routing option from the dropdown to process the access request.

a.  OneIT SGA Approve updates the custom property STATUS to Approved and sends an email to the initiator indicating the request is complete.

b.  OneIT SGA Banner Processing routes the document for processing in the OneIT SGA Banner Processing queue.  This routing would typically only be used in this queue to resolve an issue noted after initial processing.

c.  OneIT SGA Deny updates the custom property STATUS to Denied and sends an email to the initiator communicating the decision and any entered NOTES.

d.  OneIT SGA Hold Processing routes the document to the OneIT SGA Hold Processing queue where it is held until the start date when the guest processing can be verified.  An email is automatically sent to the initiator stating that the process has been put on hold.  This routing would typically only be used in this queue to resolve an issue noted after initial processing.


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