Requesting an Unlisted Open Shelf File
User Functionality > Retrieval Orders > Requesting an Unlisted Open Shelf File

Unlisted open shelf files do not have file records and are stored on a shelf instead of being contained within a box. Use the steps below to request an unlisted open shelf file. Once you have entered the request, you can add it to your cart and retrieve the file from storage at Iron Mountain. 

NOTE: The functionality described in this section will not be available if your company does not contract with Iron Mountain for open shelf file storage.
      
  1. Select Records Management | Search, Retrieve. The Search Results screen is displayed.
  2. Perform a search to find the records you need to retrieve. 
  3. Click the Request Unlisted Open Shelf File button which is located in the upper left portion of your screen. The Request Unlisted Open Shelf File screen opens.
  4. Select a customer from the dropdown list. Only customers that are enabled for Open Shelf service will be listed.
  5. Select File Group(s) to search. Iron Mountain will search only the groups that you list in this field. Specify as many groups as necessary.
  6. Enter a description of the file(s) in the File Description 2 field. The search word or phrase that you entered into the Keyword field in the Left-Side Search bar defaults into the File Description 1 field. Iron Mountain uses these descriptions to locate the file(s). Supplying precise information shortens the retrieval process.
  7. Click Save to List. The data is combined into a single request and added to the Unlisted File Request section in the lower portion of the screen. Each request becomes an individual item in the cart.
  8. Repeat steps 3 through 5 to request all files that you need from within this box. You are able to return at a later time and enter additional requests.
  9. Click Add to Cart. The file requests are created and added to the cart. The number of items in your cart increases. You are able to access unlisted open shelf file requests through the Retrieval Order Cart Items step in your Retrieval Order wizard.

See Also

IOD

XOD