Iron Mountain Connect Records Management
Setting Frequently Used Retrieval Methods
User Functionality > Retrieval Orders > Entering a Retrieval Order > Setting Frequently Used Retrieval Methods

Save time and effort by setting a default retrieval method that eliminates the step of manually setting the retrieval method for each item in the basket.

You can set different default retrieval methods for boxes and files, and you are able to manually change the retrieval method if individual items in your basket require a different retrieval method.

  1. From within the Basket Items screen, click the Set Retrieval Method link that is located near the Empty Basket button.
  2. Click the radio buttons to select one retrieval method for the boxes in your basket, and/or one method for the files in your basket.
  3. Determine how long this retrieval method will remain as the default:
    • Indefinitely: Tick the Set as Default for Future Retrievals tick box to apply the selected retrieval method(s) to items currently in your basket and to items that you add to your basket during future work sessions. This setting will remain until you return to this screen and untick this box.
    • This work session only: Leave Set as Default for Future Retrievals unticked to apply the default retrieval method to all items currently in your basket. It will not apply to items that you add during future work sessions.
  4. Click Update. Iron Mountain Connect Records Management applies the default retrieval method.

See Also