If you are an Iron Mountain retention customer it is possible for you to run your own report showing all of your retained cartons. You run this report via IMconnect. It is a handy report for displaying all of your inventoried files and cartons at Iron Mountain's secure facility
Like most things "Iron Mountain", you'll need to go through a series of steps to process your file / carton inventory accurately and securely. You will also need to have an IMconnect login, which can be set up by your account representative.
I am an occasional customer of Iron Mountain and have no affiliation with that company. I don't endorse Iron Mountain at all but I am a customer trying to help other customers who may have struggled with this process as I did.
Step 1
Log in to IM connect
Step 2
Go to the HOME page. Look to the middle of the page called the REPORT CENTER
Step 3
In the middle of the page where it says REPORT CENTER, look under REQUEST A REPORT.
Step 4
Below REQUEST A REPORT you'll see 3 drop down boxes:
In SELECT A REPORT CATEGORY choose INVENTORY (do not choose 'retention' like I did :-)
In SELECT A SERVICE CENTER choose RECORD CENTER
In SELECT A REPORT choose CARTON INVENTORY
Step 5
Then click CONTINUE
Step 6
A new window will appear. In the drop down box select your customer number.
Step 7
Then, below that, you are somewhat on your own. You'll need to determine your sort criteria. Try it and see how it goes. I usually select the one that shows the most detail but you might have something else in mind.
Step 8
Beneath the sort criteria is your REPORT FORMAT. I'm not sure the difference between all of the formats but I do know that if I choose CSV, when my report is created this format allows me to manipulate the data in an Excel file, which I find very handy.
Step 9
Then click SUBMIT. It will take about 3 hours or less for the report to generate. If your IMconnect is set up like mine, you'll get an email notification
That's it! Hope that helps! Please read these other posts by TurtleDog:
How to Check Your Iron Mountain Shredding Schedule From Your Computer
How to Update Retained Document Information on IMconnect
How to Securely Lock a Windows PC Computer to Protect Your Info
Like most things "Iron Mountain", you'll need to go through a series of steps to process your file / carton inventory accurately and securely. You will also need to have an IMconnect login, which can be set up by your account representative.
I am an occasional customer of Iron Mountain and have no affiliation with that company. I don't endorse Iron Mountain at all but I am a customer trying to help other customers who may have struggled with this process as I did.
Step 1
Log in to IM connect
Step 2
Go to the HOME page. Look to the middle of the page called the REPORT CENTER
Step 3
In the middle of the page where it says REPORT CENTER, look under REQUEST A REPORT.
Step 4
Below REQUEST A REPORT you'll see 3 drop down boxes:
In SELECT A REPORT CATEGORY choose INVENTORY (do not choose 'retention' like I did :-)
In SELECT A SERVICE CENTER choose RECORD CENTER
In SELECT A REPORT choose CARTON INVENTORY
Step 5
Then click CONTINUE
Step 6
A new window will appear. In the drop down box select your customer number.
Step 7
Then, below that, you are somewhat on your own. You'll need to determine your sort criteria. Try it and see how it goes. I usually select the one that shows the most detail but you might have something else in mind.
Step 8
Beneath the sort criteria is your REPORT FORMAT. I'm not sure the difference between all of the formats but I do know that if I choose CSV, when my report is created this format allows me to manipulate the data in an Excel file, which I find very handy.
Step 9
Then click SUBMIT. It will take about 3 hours or less for the report to generate. If your IMconnect is set up like mine, you'll get an email notification
That's it! Hope that helps! Please read these other posts by TurtleDog:
How to Check Your Iron Mountain Shredding Schedule From Your Computer
How to Update Retained Document Information on IMconnect
How to Securely Lock a Windows PC Computer to Protect Your Info
No comments:
Post a Comment