Use this functionality to add an existing box that is already in storage at Iron Mountain to the pickup list.
- Select Records Management | Collections, Add Records | Quick Collection Order. The Quick Collection screen opens.
- Select a customer.
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NOTE: Changing the customer at any time during the collection order process will remove items that you have added to your basket and clear entries on the Quick Collection screen. |
- For each type of file or box to be picked up, type the number of New and Refile items.
- Click Add to Basket. Iron Mountain Connect Records Management increments your basket by one for each type of new AND refile item on the order. For example, your basket is incremented by one whether you add a single standard box or four standard boxes.
- Next, the Collection Order wizard leads you step-by-step through the order process starting with Collection Order Wizard Step 1: Collection Order Basket Items.
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NOTE: Items remain in your basket from session to session until you complete an order or manually remove the item. |
Refiling an Existing Box with Iron Mountain Site Validation
Organisations that contract Iron Mountain Site Validation functionality use the following steps to refile an existing box.
- Select Records Management | Collections, Add Records | Collection List (Add Records). The Collection List screen opens.
- Click Refile Box. The Find Existing Box screen opens.
- Select a customer.
- Enter the SKP Barcode or copy and paste multiple SKP Barcodes from a list or separated by commas that correlates to the box(es) that will be refiled and click Continue. Refile boxes must have a status of Checked Out from Iron Mountain.
- Save the box. Retention calculations are performed and the box appears on the collection list organised in descending order by SKP Barcode. If the SKP Barcode is blank because Iron Mountain assigns it for your organisation at receipt, boxes are ordered with the newest box at the top of the collection list.
NOTE: If your user permissions force you to enter missing metadata when refiling a box or boxes and required metadata fields have been left blank, the Box Details screen opens. Correct the highlighted fields for each box, proceed thru each box if necessary, and then click Finish.
