1. Select a customer. Scroll down to the Information portion of the screen to view records management data and links for the selected customer.

3. If the customer is division- and/or department-enabled, you can also see information related to these levels within the customer. Select a division and/or department. The following constraints apply:

· If the customer is division-enabled, all active divisions are displayed and you must select a division to view departments.

· If the customer is not division-enabled but is department-enabled, all active departments display.

· If the customer is not division- or department-enabled, the Division and Department sections appear greyed out.

4. Scroll down to the Information portion of the screen to view records management data and links for the division or department selected.

Use this functionality to view records management data for inactive customers. Inactive customers cannot transact orders; however, they are able use Iron Mountain Connect Records Management to search for records, track orders and view box and file history. 

1. Select a customer.
2. Click the Show Inactive checkbox above the customer section of the screen. 
3. Inactive customers display in red in the list, and are marked as INACTIVE in the header of the Information section.  Depending on the number of customers, you may need to use the scroll bar to locate the inactive customers in the list.

Use this functionality to view records management data for inactive department. An inactive department is one in which customers cannot add records; however, they are able to view inventory and place retrieval and pickup orders for existing records. 

1. Select a department.
2. Click the Show Inactive checkbox above the department section of the screen.
3. Inactive departments display in red in the list, and are marked as INACTIVE in the header of the Information section.  Depending on the number of departments, you may need to use the scroll bar to locate the inactive customers in the list.

Export the schedule of rates that your organization is charged for Iron Mountain services. 

1. Click the Rate Export link above the department section of the screen.  The Export Rate Report screen opens. 
2. Select the Customer and, if necessary, the Department.  If you selected a customer and/or department while on the Manage Organizations screen, they default here.
3. Click Export.  The Rate Report is formatted as a comma delimited file (.csv).

An at-a-glance view of your monthly storage statistics for customers, divisions and departments in your organization.

Enter addresses for up to three users that will receive copies of ALL order confirmations generated, regardless of the requestor. 

1. Select a customer.
2. Click Edit.  The Edit Order Confirmation Emails screen opens.
3. Enter names and addresses for up to three users that will receive copies of ALL order confirmations generated, regardless of the requestor.  Both the name and the address are required for each entry.
4. Click Save.

View data illustrating where the selected customer, division or department fits within the organization’s overall hierarchy.  The data displayed here changes based on the level of the organization selected.

The link provided in the Address Profile enables you to access the Manage Addresses screen where you can view, add and edit this customer’s shipping addresses.  All addresses are maintained from within the Manage Addresses selection to ensure that they are synchronized system-wide. 

1. Select a customer.
2. Click on the number of shipping addresses.  The Manage Addresses screen opens.  Refer to Creating Your Shipping Addresses for step-by-step instructions on adding, editing and viewing shipping addresses.  

This is the address to which Iron Mountain mails company information and/or invoices; this address defaults based on the remittance level set in your customer profile. Contact Iron Mountain Customer Care should you need to update your mailing address.

Service Levels are optional parameters that apply when a customer places a pickup, retrieval or supply order.  A customer can have the following Service Levels:

Service Priorities guarantee the timeframe within which Iron Mountain will pick up or deliver orders that are received prior to an established cutoff time.   At least one priority level must be set; priorities display in the Details screen of the cart.  A customer can have the following priorities:

The Data Profile is a set of parameters that control record storage and transmittal.  A customer can have the following Data Profile parameters set:

A division is a customer-defined organizational unit that may consist of one or more departments.  Administrative users that have the Manage Division permission are able to create divisions for companies that are division-enabled.

1.      Select a division-enabled customer.  The screen updates to display records management data and links for the customer that you selected.

2.      From within the division section of the screen, click the Create New link .  The Create Division screen opens.

3.      Enter a Division ID and a Division Name.  The Division ID can be up 12 alphanumeric characters; the Division Name can be up to 35 alphanumeric characters and can include special characters.

4.      Click Save & Close, or click Save & Add Department.  The division you created is displayed on screen.

A department is a customer-defined subdivision of an organization.  Administrative users that have the Manage Department permission are able to create departments for companies that are department-enabled.

1. Select a department-enabled customer.  The screen updates to display records management data and links for the customer that you selected.
2. If the customer is division- and department-enabled, select a division. 
3. From within the department section of the screen, click the Create New link  .  The Create Department screen opens.
4. Enter a Department ID and a Department Name. The Department ID can be up 12 alphanumeric characters; the Department Name can be up to 35 alphanumeric characters and can include special characters.
5. Select the Data Format for files stored by this department:

·         If files are tracked, click List files and select the entry method from the dropdown list.

·         If files are not tracked, click Do not list files.

5.      Click Save & Close, or click Save & Add Department if you need to add multiple departments within the same division.  The department that you created is displayed on screen.