Use this functionality to add an existing box that is already in storage at Iron Mountain to the pickup list.
- Select Records Management | Pickups, Add Records | Quick Pickup Order. The Quick Pickup screen opens.
- Select a customer.
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NOTE: Changing the customer at any time during the pickup order process will remove items that you have added to your cart and clear entries on the Quick Pickup screen. |
- For each type of file or box to be picked up, type the number of New and Refile items.
- Click Add to Cart. Iron Mountain Connect Records Management increments your cart by one for each type of new AND refile item on the order. For example, your cart is incremented by one whether you add a single standard carton or four standard cartons.
- Next, the Pickup Order wizard leads you step-by-step through the order process starting with Pickup Order Wizard Step 1: Pickup Order Cart Items.
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NOTE: Items remain in your cart from session to session until you complete an order or manually remove the item. |
Refiling an Existing Box with Iron Mountain Site Validation
Organizations that contract for Iron Mountain Site Validation functionality use the following steps to refile an existing box.
- Select Records Management | Pickups, Add Records | Pickup List (Add Records). The Pickup List screen opens.
- Click Refile Box. The Find Existing Box screen opens.
- Select a customer.
- Enter the SKP Barcode or copy and paste multiple SKP Barcodes from a list or separated by commas that correlates to the box(es) that will be refiled and click Continue. Refile boxes must have a status of Checked Out from Iron Mountain.
- Save the box. Retention calculations are performed and the box appears on the pickup list organized in descending order by SKP Barcode. If the SKP Barcode is blank because Iron Mountain assigns it for your organization at receipt, boxes are ordered with the newest box at the top of the pickup list.
NOTE: If your user permissions force you to enter missing metadata when refiling a box or boxes and required metadata fields have been left blank, the Box Details screen opens. Correct the highlighted fields for each box, proceed thru each box if necessary, and then click Finish.