Create record codes that your organization will use to calculate the length of time a record is required to be retained. Record codes are defined at the enterprise, customer and department levels; enterprise record codes are not typically updateable.
- Select Records Management | Administration | Manage Record Codes. The Manage Record Codes screen displays.
- Click Create Record Code. The New Record Code screen opens.
- Select a customer from the dropdown list.
- Determine the organization level that this record code will apply to:
- To create a record code that will apply to all divisions (if customer is division-enabled) and departments within the customer, click the Customer Record Code checkbox. The Division and Department fields are automatically removed when you click this checkbox.
- To create a record code that applies only to boxes in a specific division (if customer is division-enabled) and/or department of the customer, select the appropriate division and/or department.
- Identify the record code by entering a unique alphanumeric character code and an associated title.
- Your internal retention policies and the way that Iron Mountain Connect Records Management is set up determine your Destruction Eligibility options and whether or not you are able to update them:
- Fixed Time Period
- Permanent
- Undefined
- Indefinite
- Click Save. The record code is created and you are returned to the Manage Record Codes screen where the code is listed in alphanumeric order organized by level.
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NOTE: Use the column filters to quickly sort and search for record codes. |
See Also