Before you request anything, a quick walk through the menu. In this guide we open each page in turn so you know where to go when you need it, and which of the guides that follow covers it properly.
Step 1
On a computer the menu runs down the left. On a phone the same items sit in a bar along the bottom, with the rest behind More.
Dashboard · Find Collectors · Supplies · Incidents · Team Information · Team Members · Settings
Every page a manager needs is one tap away. The top bar names the company you are working in and your role, the bell holds your notifications, and your initials open your own settings. We will visit each page now.
Steps 2 to 7
Click down the menu in order. Each page gets a guide of its own later, so for now just note what it is for.
Find Collectors → Supplies → Incidents → Team Information → Team Members → Settings
Check coverage before you need it. Enter a city and state or a ZIP code, pick a radius, and click Search. It tells you whether collectors serve that area and shows it on the map. Identities stay private until dispatch matches you with one.
Order rapid test cups and other collection supplies by the box. Each product lists its panel and what the box holds. Buy takes you to a secure card checkout, where shipping is added.
Every collection your company has requested, with its status and a search box. Open a row to follow it, read the report and download the paperwork. Create Incident starts a new request from here as well as from the dashboard.
Your company profile, the brand colour your team sees, and the defaults every collection starts from. The other tabs hold your registration links, your sites, and your lab, MRO and Designated Employer Representative. Topic 4 works through the lot.
Everyone on your roster with their role, group and status. Add New Team Members invites people one at a time, Import CSV brings in a whole list. The Groups tab manages DOT and Non-DOT membership. Topic 3 is the walkthrough.
Your own account rather than the company: profile, password and two-factor authentication, location sharing, light or dark appearance, the teams you belong to, your devices, and what is new. Log out is here too.
You know your way around. Next, Topic 3 walks you through adding your people, which has to happen before you can request a collection for anybody.