Iron Mountain Connect Records Management enables you to request an unlisted open shelf file and have it delivered via IOD.
- Follow the steps to create a newrequest for an unlisted open shelf fileor locate an existing unlisted open shelf file request.
- Select Request IOD from the Retrieval Method dropdown of the file that you need to have imaged and delivered electronically. The Request Image on Demand screen opens.
- Enter information that will help Iron Mountain locate the document to be scanned:
- Enter up to 5 characters in the Requested For field to identify the person who requested the IOD.
- Enter a description of the document that you need Iron Mountain to retrieve and scan. Iron Mountain uses this description to locate the document.
- 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.
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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.
- Repeat steps 4 through 6 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.
- 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.
- Follow the steps inEntering a Retrieval Orderto 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 a film, 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).
- After you complete an IOD order, you are able toeditandcancelit while it has a status ofSubmitted for Processing.
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