Iron Mountain Features

Search Options (A)

The top portion of the screen shows fields available to query requests.

• Enter the criteria into the appropriate text box then click ‘Search’ to filter the list.

• To see all items, click ‘Search’ with out any criteria.

• The ‘Current Search’ showing the applicable query in effect

• More details on how to make effective searches can be found here.

Actions (B)

Actions are taken using the drop-down fields and buttons

Delete Selected

permanently removes the requests selected in the lists and request table

Delete All

permanently removes all the listed requests and removes them from the request table

Fulfill Selected

Transfers the selected items after they have been submitted.

Fulfill All

Transfers all applicable items listed on all pages. Items must first be submitted

Approve Selected

Approve the transfer request for the selected items.

Approve All

Approve the transfer request for all the items on all pages of the list.

Reject Selected

Reject the transfer request for the selected items.

Reject All

Reject the transfer request for all the items on all pages of the list.

Submit

Submit the item to Iron Mountain for pickup or delivery.

• Items must be ‘Approved’ before they can be submitted

• Depending on the setting in the Iron Mountain Integration configuration screen, users have a choice to transfer the item within Gimmal Physical immediately after the ‘Submit’ button, manually transfer using the Fulfill buttons, or utilize the Nightly History Report for an automated transfer.

Overrides (C)

Users with the appropriate permissions can override certain values on the View Iron Mountain Requests page by:

• Selecting the items(s) to be changed from the list of requests by clicking the check box to the left of the item(s)

• Editing the updated value in the appropriate field in the override section (A)

• Clicking the ‘Update’ button in the override section

• Options that can be changed include:

  • Request Types

  • Delivery Priority

  • Order Type

  • Comments - overrides the comments (aka Special Instructions) on pickup or delivery requests with the listed text. They can be up to 120 characters. Any comment over that amount will be trimmed to 120 to prevent order errors.

    • To clear all comments from all selected items, tick the ‘Clear Comments’ check box.

Page Options (D)

There are several available page options:

• The number of rows shown on the page can be adjusted using the ‘Rows’ Dropdown. 50 is the maximum value

• If there are more items than the number of rows can show, they will be shown in additional pages. Use the ‘Jump to Page’ or back/next options to move between pages.

Related Views (E)

Clicking any of these buttons will close this screen and open an additional view.

• Iron Mountain Request History will open a searchable view of all Iron Mountain Requests.

  

• View Request History will open the ‘[Item] Request History’ page which allows users to locate the request history of all records of that type by querying a variety of options

  

• Query Requests on the Home Page will collect all items from the current query and move them to the Home Page Grid. This view has additional values, actions, and queries available for the management of the items.