Users with the proper permissions are able to assign one or more hold codes to a box to prevent it from being added to a destruction order. Only hold codes that have not yet been assigned are available. For boxes already on hold, you are able to assign additional hold codes that have not yet been assigned to this box.

1. Select Records Management | Search, Retrieve. The Search Results screen is displayed.

2. Follow the steps outlined in Searching for Records Stored at Iron Mountain to search for and display boxes.

3. With your search results displayed, move your cursor over the record that you wish to place on hold. The record will be highlighted. You must Edit the box to place it on hold.

OR

4. Click the Assign link that is displayed in the Hold Codes section of the screen. The Assign Hold Codes screen opens. Only hold codes not currently assigned to this box display.

5. Select one or more hold codes.

6. Click Assign Holds. You are returned to the Box Details tab screen.

NOTE: The hold code(s) that you have selected are NOT assigned until you SAVE the box.

Users with the proper permissions are able to remove one or more hold codes from a box. Once all hold codes have been removed from a box, its retention fields govern its destruction eligibility.

1. Select Records Management | Search, Retrieve. The Search Results screen is displayed.

2. Follow the steps outlined in Searching for Records Stored at Iron Mountain to search for and display boxes. Boxes with one or more hold codes assigned are indicated by the On Hold box icon .

3. With your search results displayed, move your cursor over the record that you wish to remove a hold from. The record will be highlighted. You must Edit the box to remove its hold codes.

· Click the On Hold box icon . The Box Details screen opens. Click the Edit button.

· Select Edit from the Action dropdown. The Box Detail tab screen opens in edit mode.

4. Click the Remove link that is displayed in the Hold Codes section of the screen. The Remove Hold Codes screen opens. Only hold codes currently assigned to this box display.

5. Select one or more hold codes.

6. Click Remove Holds. You are returned to the Box Details tab screen.

NOTE: The hold code(s) that you have selected are NOT removed until you SAVE the box.

7.                
8. Click Save.  The hold code(s) is removed from the box.  Once all hold codes have been removed from a box, its retention fields govern its destruction eligibility. 

Users with the proper permissions are able to assign one hold code to a new box to prevent it from being added to a destruction order. Only hold codes that have not yet been assigned are available.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.                                        

NOTE: Customers that use Iron Mountain’s Site Validation functionality select Records Management | Pickups, Add Records | Pickup List (Add Records).

2. Click the Action dropdown to the right of the box and select Edit from the dropdown list. The box record opens with the Box Details screen displayed.

NOTE: New Box icons  are clickable. Use them as a shortcut to open the View Box screen instead of using the Action dropdown selections.

3. Enter a hold code or click the hold code lookup to select and assign a hold code.

4. Click Save. The box is placed on hold and the hold icon displays at the top of the Box Details screen, as well as on the Pickup List screen.

Users with the proper permissions are able to remove a hold code from a box. Once the hold code has been removed, the box’s retention fields govern its destruction eligibility.

1. Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.

NOTE: Customers that use Iron Mountain’s Site Validation functionality select Records Management | Pickups, Add Records | Pickup List (Add Records).

2. Click the Action dropdown to the right of the box and select Edit from the dropdown list. The box record opens with the Box Details screen displayed.

NOTE: New Box icons  are clickable. Use them as a shortcut to open the View Box screen instead of using the Action dropdown selections.

4. Click Save. The hold code is removed from the box and its retention fields govern its destruction eligibility.