Sorting the Pickup List with Iron Mountain Site Validation
User Functionality > Pickup Lists > Sorting the Pickup List with Iron Mountain Site Validation

If your organization uses Iron Mountain Site Validation functionality, you are able to easily sort the pickup list so that it is customer-specific. Once you have sorted the pickup list, you are able to add files to boxes already on the pickup list and view, edit and remove records from it.

  1. Select Records Management | Pickups (Add Records) |Pickup List (Add Records). The Pickup List screen opens.
  1. Select a customer from the Select Customer dropdown. The sort is applied to the pickup list, and only boxes and files for that customer appear on the pickup list. The Action dropdown and the Pickup Cart are now activated and you are able to place a pickup order using Site Validation.

NOTE: Organizations not using Iron Mountain Site Validation can use the Customer column filter, or any other column filter to sort the pickup list. The Action dropdown and Pickup Cart are activated at all times when on the Pickup List screen.

 

See Also

User Functionality