Annual Non-Person Account Re-Verification

Annual review instructions for Staff to complete the Non-Person Account Re-Verification form, including how to confirm no changes, submit account updates, search and select Owner/Supervisor correctly, and understand what happens after submission.

Overview 

The Annual Non-Person Account Re-Verification form is used as part of the annual review process for Non-Person Accounts. Account owners must review each listed account and confirm whether it is still needed.

Each account must be reviewed using one of the following options:

• Still needed (no changes) – The account will be reverified for another year with no changes.
• Still needed (with changes) – Updates will be submitted to IT Central for review and applied after approval.
• No longer needed – A ticket will be created for IT Central to process the account suspension.

Detailed Instructions: 

The submission form link is sent annually through an automated email notification.

To complete the form:

1. Open the form from the email link.
2. Review each Non-Person Account listed on the form.
3. Select the appropriate option for each account:
   • Still needed (no changes)
   • Still needed (with changes)
   • No longer needed

When selecting “Still needed (with changes)”:

• The following fields must be completed:
  • Display Name of the Account
  • Owner
  • Supervisor
• For Owner and Supervisor, you must click Search and then select the correct person from the search results.
• After selection, the field will display the person as Full Name —  email address.
• You must select the person from the search results even if the Owner or Supervisor is staying the same.
• Typing a name manually without selecting from the search results will prevent the form from being submitted until corrected.

Important: If changes are entered but Still needed (no changes) is selected before submitting, none of the changes will be applied. The account will be reverified using the original details that were loaded when the form opened.

After completing all required fields, submit the form.

Additional Info 

What happens after submission?

• Still needed (no changes): A form submitted confirmation message is displayed on the form. The account will be reverified for another year with no changes.
• Still needed (with changes): A form submitted confirmation message is displayed, and a ticket is created for IT Central to review and approve the requested changes. The ticket requester is the account owner.
• No longer needed: A form submitted confirmation message is displayed, and a ticket is created for IT Central to process the account suspension. The ticket requester is the account owner.

Changes submitted through Still needed (with changes) are not applied automatically. IT Central reviews and approves the requested updates before they are made.

Accounts marked No longer needed are not suspended immediately through the form itself. IT Central acts based on the created ticket.

For help with the process, contact IT Central at itcentral@newschool.edu.