Requesting an IOD from an Unlisted File
User Functionality > Retrieval Orders > Requesting an Unlisted File > Requesting an IOD from an Unlisted File

Iron Mountain Connect Records Management enables you to request an unlisted file and have it delivered via IOD. 

  1. Follow the steps to create a new request for an unlisted file or click an Unlisted File Requests link from the Search Results or Retrieval Order Cart screen to edit an existing unlisted file request. 
  2. Select Request IOD from the Action dropdown located to the right of the line item that you need to have imaged and delivered electronically. The Request Image on Demand screen opens.
  3. Enter information that will help Iron Mountain locate the document to be scanned:
  1. Click Save to List.  Iron Mountain Connect Records Management creates a separate line item for each document request from within the same file.   Line items for the same file are combined into a single IOD request and appear as one item in the cart.
  1. NOTE:  You must add your request to the cart to save it.  Requests will be lost if you click Cancel or close the screen before adding the request(s) to the cart.
  1. Repeat steps 3 and 4 to request images of additional documents within the same file.  You are able to return at a later time and enter additional requests if necessary.
  2. Click Add to Cart.  A single IOD request containing all of the IOD document line items for the file is created and added to the cart, and the cart is incremented by one. A link to view and edit the IOD request now displays underneath the Action dropdown button and underneath the Retrieval Method dropdown in the Retrieval Order Cart Items step of the retrieval order wizard.  
  3. Follow the steps in Entering a Retrieval Order to finish processing this IOD request.
    NOTE:  Because an IOD request is for a document within a file and an XOD request is for a study of an x-ray, these two types of functionality are not available for a single file (i.e., if you select IOD for a file, XOD will appear greyed out).
  1. After you complete an IOD order, you are able to edit and cancel it while it has a status of Submitted for Processing.  
See Also

Retrieval Orders

XOD