Use your collection list to track and manage boxes and files while they are waiting to be collected from your facility and delivered to Iron Mountain for storage. Items remain on a collection list until they are delivered to Iron Mountain and the associated SKP barcode is recorded.

Collection lists function as important record-keeping and reporting tools. They provide a document trail that you are able to export, print and retain for inventory and post-collection data entry. Depending on your service agreement with Iron Mountain, your collection list may also be used to apply data to physical boxes.

Collection lists display the following records:

NEW  BOX	Box that is ready to be delivered to Iron Mountain; can contain new file(s). New boxes can be deleted from Iron Mountain Records Management. Deleting a new box deletes all associated files and removes the box and files from the collection list. Status:  New Box
NEW FILE	File that is ready to be delivered to Iron Mountain; associated with a new or existing box. Removing a new file from a collection list deletes the file from Iron Mountain Connect Records Management. Status:  New File
EXISTING BOX	Box that has been delivered to Iron Mountain and has an SKP barcode. Iron Mountain Connect Records Management automatically removes existing boxes from a collection list when you remove the last file in the box. You cannot manually remove an existing box from a collection list or delete an existing box from Iron Mountain Connect Records Management. Status:  At Iron Mountain or Checked Out from Iron Mountain

After 18 months, collection list items that have not been received and stored at an Iron Mountain facility will be purged from the collection list.

Collection List Order

Boxes are entered onto the collection list organised in descending order by SKP Barcode. If the SKP Barcode is blank because Iron Mountain assigns it for your organisation upon receipt, boxes are ordered with the newest box at the top of the collection list.

Files are listed in the order they are added, with the newest file at the bottom of list.

The New Boxand New File icons are clickable. Use them as a shortcut to open the View Box and View File screens, instead of using the Action dropdown menus.

Collection List with Iron Mountain Site Validation

If your organisation contracts to use Iron Mountain Site Validation functionality, your collection list contains the following differences:

• You are able to select a customer and sort the collection list so that only boxes and files assigned to that customer are displayed. Once you select a customer, the Collection Order basket and Action drop-down are activated.
• You are able to select specific boxes to place on a collection order.
• File-only orders (for unboxed files that do not have associated metadata to be entered) and vault services orders are placed from within the Collection Order Basket Items screen.