1. Technology Services
2. Software Center
3. General Purpose
4. ImageNow
5. End User Procedures

End User Procedures

WHO SHOULD KNOW THESE PROCEDURES

All users of VCU ImageNow are responsible for knowing this procedure and familiarizing themselves with its content.

PROCEDURES

1.  Procedure for Document Retention:  Documents stored in Perceptive Content, better known as "VCU ImageNow" must be retained and destroyed in accordance with VCU Records Management Office procedures and time periods listed in the VCU Records Ownership.

• ImageNow Department Lead identifies the type of documents that their department stores in VCU ImageNow as well as any applicable retention schedules.
• ImageNow Department Lead or an appointed ImageNow User maintain documentation that details their department’s process of retaining and destroying VCU ImageNow documents.
• If manual document destruction is preferred, Department Lead or appointed ImageNow user will be responsible for querying, selecting and purging records from VCU ImageNow. If not, use of Retention Policy Manager is recommended.  ImageNow Department Lead must provide the following requirements toImageNow Administrator(s) for configuration:
  • Type of documents (e.g. transcript, invoice, personnel action form)
  • Retention schedules
  • Events to trigger a retention-related action
• A records destruction request (RM-3) must be submitted by the ImageNow Department Lead (or appointed group admins) and approved by the VCU Records Manager prior to purging official records from VCU ImageNow.

2.  Procedure for Quality Assurance:  Documents stored in VCU ImageNow are to be assessed after capture and before destruction of original to assure quality is within the Library of Virginia’s Digital Imaging Guidelines.  Towards that end, the following responsibilities and duties are directed as followed:

• Department Lead and appointed ImageNow Users must ensure that the imaged records are accurate copies of the originals.
• Department Lead and appointed ImageNow Users must maintain a quality control process in place to certify that the imaged records are visually inspected for legibility and integrity, as well as an indexing system to allow for easy access and retrieval.
• Paper documents scanned or digital documents (e.g. email, PDF) converted to VCU ImageNow (TIFF) format must met the minimal standards for archival image quality set forth by the digital imaging guidelines. For example, text materials are to be imaged at 300 to 600 dots per inch.

3.  Procedure for Business Continuity:  ImageNow departments are expected to maintain written documentation detailing ImageNow usage to ensure business continuity.  Departmental written documentation shall include:

• Training materials provided for new staff whose responsibility involves VCU ImageNow.  This may be included as part of departmental standard operating procedures.
• Test plan to be executed in preparation for updates of VCU ImageNow and integrated systems.
• Alternative business procedures to be used during planned and unplanned ImageNow downtime.
• Routine and emergency contact information for the delegated ImageNow Department Lead(s) and ImageNow Administrators.

For an example, see the Virginia Department of Emergency Management continuity plan template.

4.  Procedure for Creation and Maintenance of User Accounts:  

• ImageNow User accounts
  
  • Access to ImageNow records is determined by the Department Leads.  There is no automated process for user account creation or granting of application privileges for VCU constituents.  Investigative access requests are handled on a case by case basis.  Exceptions should be submitted to the CIO (cio@vcu.edu) or Director of Application Services (bolannea@vcu.edu) in Technology Services for review and approval.
  • All user accounts are based on VCU eID.
  • Access for new users must be approved by an ImageNow Department Lead in the area responsible for record ownership. For example, access for a fiscal administrator to Accounts Payable invoices in ImageNow/WebNow must be approved by an ImageNow Department Lead in Procurement Services - Accounts Payable.
  • TheImageNow Administrators will disable access when:
    • Requested by the area responsible for record ownership.
    • Requested by ImageNow department lead in the same area.
    • Requested by supervisor of the user.
    • Official notification is received from the Technology Services CIO or ISO that there has been security breach, misuse of the account, or other critical situation.
    • Upon receipt of failure to deliver email notice resulting from an ImageNow email update about upcoming system maintenance.
  • The ImageNow Administrators will maintain primary responsibility for adding, changing and removing access.
  • ImageNow Department Leads are responsible for verifying current users and groups memberships during the annual security review based on reports provided by ImageNow Administrators.
• Elevated Privilege accounts
  • Elevated privileges denote permissions to make system changes that are global or beyond the scope of a user’s department.  
  • To illustrate and maintain a separation of duties, any ImageNow user granted elevated privileges will receive a secondary account with those permissions excluding the record management permissions associated with their primary account.
  • Elevated privileges:
    • are granted on a case by case basis
    • are not guaranteed
    • can be temporarily assigned
    • can be revoked at any time if deemed warranted by ImageNow Administrators
      
      
• System accounts
  • For system integration purposes such as email, generic accounts can be used by VCU ImageNow as system accounts to communicate with other applications.  
  • ImageNow Department Leads are responsible for creation, maintenance and password management of any account that will accessed their solution in VCU ImageNow.

FORMS

1. RM-3 - Certificate of Record Destruction
2. VDEM Continuity Plan Template

RELATED DOCUMENTS

1. VCU Records Management

FAQs 

 Do I still need to complete a RM-3 form before purging ImageNow records?

It depends:

• Yes, when your department is the official record owner.
• No, when your department has convenience copies of official record managed by another department.

 Not sure? Contact the process owner of the records in question, your department head or review the Records Ownership resource at: go.vcu.edu/records-ownership

Can members of my department use a shared account setup in ImageNow?

Sharing of user accounts is not allowed in VCU ImageNow.  Only one person per account shall be permitted.  User accounts and passwords should never be shared with anyone other than the person for whom they were created.  If it is determined that an account is being shared, reasonable corrective actions will be taken. The Department of Business Application Services staff will report the violation to the account owner and if appropriate, ISO.

Will a rationale be provided for denied or revoked elevated privileges?

Yes, a written explanation will be provided in response to a denied request for elevated privileges or revocation of elevated privileges. The ImageNow Administrator will report the violation to the account owner and if appropriate, ISO.

How can manual destruction apply to a digital records information system?

In this context, 'manual' means not automated.  A system user would query, select and delete digital records in this method.  

This article was updated: 10/7/2024