Iron Mountain Connect Records Management
Entering a Collection Order with Iron Mountain Site Validation
NOTE:Organisations that contract to use Iron Mountain Site Validation functionality follow different steps to enter file-only and vault collection orders. Refer to Placing File-Only and Vault Collection Orders with Iron Mountain Site Validation.
  1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
  2. Iron Mountain Connect Records Management performs Site Validation for a single customer at a time. Select a customer to sort the collection list, and to activate the Collection basket, Action drop-down and multi-select functionality.
NOTE: Changing the customer after you have added items to the basket will delete all new items and remove existing items from the collection list.
  1. If necessary, add new boxes, add new files and/or add existing boxes to the collection list.
  2. Once you have added items to the collection list, select new and refile boxes and click Add to Basket. Iron Mountain Connect Records Management increments your basket by one for each item on the order.
NOTE:File-only line items do not have an Add to Basketbutton; they are added from the Collection Order Basket Items screen. Refer to Placing File-Only and Vault Collection Orders with Iron Mountain Site Validation.

  1. Click the Basket button. The Collection Order wizard leads you step by step through the order process, starting with Collection Order Wizard Step 1: Collection Order Basket Items.
NOTE: Items remain in your basket from session to session until you complete an order or manually remove the item.

 

 

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