Organisations that contract Iron Mountain Site Validation functionality follow different steps when placing file-only and vault collection service orders. 

1. Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
2. Select the customer. Selecting the customer activates the Collections basket.

3. Click on the Collections basket button.  The Collections Basket Items screen opens.  The items in your basket are listed, grouped by item type.
4. Enter invoicing information and instructions. 

   The invoicing fields that you will need to complete vary based on your company's records management hierarchy and service levels. 

   ·  If applicable, select the Invoice to Division and/or Invoice to Department that will incur the cost of this order.

   ·  Instructions associated with the invoicing division or invoicing department default to the Instructions field from SafeKeeperPLUS™. Use the Item Instructions field to enter instructions that apply to individual line items or to a vault pickup service request, rather than to the division or department.

   · If this customer requires purchase orders, enter the purchase order number to which this order will be applied. Use the purchase order lookup to find a list of active purchase orders. Please see Using Purchase Orders for additional information.

   · If this customer uses chargeback codes to apply external charges, enter the applicable code. Use the Apply to All button to enter the same chargeback code for each item on the pickup order.

5. To add files to the order, type the number of New and Refile files to be picked up in the Individual File section on the screen.  Specify any special instructions that apply to those files. 

6. To add a vault service collection to this order, tick the Vault Collection Service box located at the bottom of the screen.
7. Click Next> to move to the Collection Order Completion step in the Collection Order wizard.  Please see  Collection Order Wizard Step 3: Collection Order Completion.