Use the steps below to create an IOD request for a file and add it to your basket.
- Select Records Management | Search, Retrieve. The Search Results screen is displayed.
- Perform a search for the file(s) containing the documents to be scanned.
- Select
from the Action column. The Request Image on Demand screen opens.
NOTE: Use the multi-select functionality to create an IOD request that applies to multiple files. Click the multi-select tick box located at the left of the Item Type column to select files.The multi Action drop-down, located at the top left-hand side of the screen, becomes active as soon as two or more files are selected. Click the multi Action drop-down and select Request IOD.
- 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. This information is included
- 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 basket.
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NOTE: You must add your request to the basket to save it. Requests will be lost if you click Cancel or close the screen before adding the request(s) to the basket.
- Repeat steps 4 and 5 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 Basket. A single IOD request containing all of the IOD document line items for the file is created and added to the basket, and the basket is incremented by one. A link to view and edit the IOD request is now displayed underneath the Action drop-down button and underneath the Retrieval Method drop-down in the Retrieval Order Basket Items step of the retrieval order wizard.
- Follow the steps in Entering a Retrieval Order to 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 to edit and cancel it while it has a status of Submitted for Processing.
See Also