Step-by-step guides to the jobs you will actually do in READI Collect. Each one takes a single task from the first click to the finished result, in real screens from the live site.
10 guides
· Updated September 9th 2026
All screens are captured from the READI Collect web application at desktop and phone sizes. Companies, people, and collections shown are fictional sample data.
Contents
Register your companyCreate the account, invite your people, and finish on a dashboard you can request from.
Find your way aroundOpen each page in the menu once, so you know where everything lives.
Add your peopleAdd one person, import a whole list, and set up the DOT and Non-DOT groups.
Set your company upYour defaults, your sites and your own lab and MRO, so every request starts pre-filled.
Request a collectionRaise a collection from the dashboard to dispatch, one question at a time.
Follow a collection to its resultOpen a collection and read it end to end, down to the result and the timeline.
Request a collection for yourselfRaise your own collection and follow it through to the result.
Join as a collectorAgreements, addresses, credentials and rates, then turn yourself on.
Take a collectionAccept an offer, work the checklists and report, and complete the collection.
Put it on your phoneAdd READI Collect to your home screen, and what that does and does not change.
Guide 1 of 10
Register your company
Everything starts here. In this guide we create a company account, verify the email address, and work through the short setup that runs the first time you log in, so that by the end you can request a collection.
10 steps · About 6 minutes · Desktop & mobile · Dark & light · Sample data
Steps 1 to 3
Create your account
Everything happens on the READI Collect web site. There is no app to install: the same site works on a computer and on your phone.
readicollect.com → Sign up now → Employer → Sign up
What does it cost?
A company subscription is $39.99 a year, after a 30-day free trial. Collectors join at no charge. Each collection is charged separately, and the price depends on the collector and the type of test.
Is there an app to install?
No. READI Collect is a web site, and the same site works on a computer and on a phone. Anyone you invite reaches it the same way.
The verification email has not arrived.
Check your spam or junk folder first, since a first message from a new sender often lands there. Add info@readicollect.com to your safe senders so the ones that follow reach your inbox. Setup will not move past this step until the address is verified, and you can ask for another email from the same screen.
1
Click Sign Up Now
Start on readicollect.com. Use Sign Up Now to create a new company. If your company already has an account and a manager has invited you, use Log In instead. Both take you to the same secure area.
2
Choose Employer, then register
Pick Employer if you request collections for your team, or Collector if you perform them. Enter your name, your company name, your email address and a password, and agree to the terms and the Subscriber Agreement. Your email address becomes your login, so use one you can get to: a verification email goes to it as soon as you sign up.
3
Log in from now on
From here on you come back through Log In. Forgot your password? sends a reset link to your email address. That is the same route anyone you invite uses to set their first password.
Steps 4 to 9
Work through the setup
The first time you log in, READI Collect walks you through a short setup. It opens by asking you to verify your email address, then covers your phone number, your laboratory, your people. Every step after verification can be skipped and picked up later from Settings, but a few minutes here means you can request a collection straight away.
Phone → lab & MRO → managers and members → invite managers → invite members
What is a Designated Employer Representative?
The DER is the person at your company authorised to receive test results, and the one the Medical Review Officer calls about a pending test. Federal rules expect a named DER, so it is worth filling in properly rather than skipping.
What does an invited team member actually see?
They set a password, read a few short slides explaining the platform, and land in their own portal. They see only what concerns them, and they can request a mobile collection for themselves. They cannot see anybody else's collections.
Can I add people without emailing them?
Yes, but not in this setup run. Skip this step, then add them under Team Members, where a tick box puts somebody on the roster without sending anything. Invite them whenever you are ready for them to log in.
4
Verify your email address
Setup opens here. A verification link went to the address you registered with; click it and come back, then use I have clicked the link. If it has not arrived, look in your spam or junk folder and add info@readicollect.com to your safe senders. Resend email sends another. You can carry on with the rest of setup while you wait.
5
Add your phone number
Enter a mobile number, choose Verify by text, and type in the code you receive. There are no automated text messages for employers at the moment: this step is here to confirm the number can receive a text when one is needed. If you would rather not receive any, reply STOP to that message. A business or billing number for the company is optional.
6
Choose your lab and MRO
Use READI Collect defaults and every result, initial and confirmation, is posted to your portal automatically and you are emailed when it lands. Lab-based tests cost extra on top of the collection. Choose We have our own instead and results follow the process you already have. Then name your Designated Employer Representative, or tick the box to reuse the billing contact you have entered. All of it can be changed later.
7
Decide who is a manager
Read this one before you invite anybody. Managers run the company: people, collections, settings and billing. Members take part only as donors, requesting and following their own collections and seeing nothing else. One person can be both.
8
Invite your fellow managers
Add them by email address. Two switches each: Billing and financial access, and Hide test results for a manager who should run the company without opening donor results. You are already listed, and any of this can be changed later on Team Members.
9
Invite the people who will be tested
Add an email address for each and say whether they are DOT or Non-DOT. Send invite emails them a link to set their own password. If you are not ready for your people to log in yet, skip this step: you can add them later under Team Members, where a tick box lets you put somebody on the roster without emailing them at all. Then click Start using READI Collect to finish.
Step 10
You are ready
Setup ends on the dashboard, which is the page you land on every time you log in from now on.
Dashboard → Request a Collection · Pre-scheduled Collection Request
10
Land on your dashboard
You can now request a collection. Three counters summarise open collections, completed ones and team members. Request a Collection starts one immediately; Pre-scheduled Collection Request plans a future on-site event. Your collections are listed underneath.
You should now be able to
Create a company account, and verify the email address it is built on.
Say who is a manager and who is a member, and why that matters.
Invite both, and know that either can be changed later.
Find the dashboard you will start every collection from.
What is next
Your company exists and your people are invited. Next, Topic 2 shows you around the dashboard and the menu so you know where everything lives.
Find the dashboard you will start every collection from. 2 of 10
Find your way around
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.
7 steps · About 4 minutes · Desktop & mobile · Dark & light · Sample data
Step 1
Open the menu
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
1
Look at the menu
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
Visit each page
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
Why does Find Collectors not show me any names?
Coverage is shown without identities. When you request a collection, dispatch matches you with a collector and their name and contact details appear on that collection.
2
Click Find Collectors
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.
3
Click Supplies
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.
4
Click Incidents
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.
5
Click Team Information
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.
6
Click Team Members
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.
7
Click Settings
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 should now be able to
Reach any part of READI Collect from the menu, on a computer or a phone.
Check coverage in an area before you need a collection there.
Tell the difference between Team Information, which is the company, and Settings, which is you.
What is next
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.
Tell the difference between Team Information, which is the company, and Settings, which is you. 3 of 10
Add your people
You cannot request a collection for somebody who is not on your roster. In this guide we add one person by hand, import a whole list from a file, and set up the groups that decide which tests apply to whom.
6 steps · About 5 minutes · Desktop & mobile · Dark & light · Sample data
Steps 1 to 4
Add the people
Team Members is your roster. Everyone who might need a collection, and everyone who runs the company, belongs here.
Team Members → Add New Team Members · Manage · Import CSV
1
Click Team Members
This is the roster: everyone with their email, role, groups and whether they are active. Filter by DOT or Non-DOT and search by name. Export CSV downloads the list if you need it elsewhere.
2
Click Add New Team Members
Enter an email address and pick a role. A member requests and follows their own collections; a manager runs the company. Click Send invitation to email them, or tick Save without sending invite to put them on the roster and invite them later.
3
Click the pencil to manage someone
Everything about one person: name, phone, date of birth, which groups they are in, their role, and whether they get texts about active collections. For a manager, two switches matter: Billing access, and Hide results. Their sign-in email is theirs to change, not yours.
4
Click Import CSV for a whole list
One row per person with an email address, plus optional name, address, phone and role columns, up to 500 rows. Download the example file first so your columns match. Say whether the file is DOT or Non-DOT, choose it, and import. New people get an email to set a password.
Steps 5 and 6
Sort them into groups
Next, the groups. Every company starts with two: DOT for people tested under federal rules, Non-DOT for people tested under your own policy. The group is what decides which test types a collection can use, so it matters that people are in the right one.
Team Members → Groups → Edit → shareable registration link
Who belongs in the DOT group?
The staff you test under federal Department of Transportation rules, typically safety-sensitive roles such as CDL drivers. Everybody else tested under your own company policy belongs in Non-DOT. Somebody can be in both.
What can a member do that a manager cannot?
Nothing extra. A member takes part only as a donor: they request and follow their own collections and see nothing else. A manager runs the company. One person can be both.
5
Click the Groups tab
Each group with how many people are in it. Create Group adds another, for a site or a division. The people icon lists who is in a group, and the pencil opens it.
6
Copy the registration link
A group has a title, an icon and colour, and the DOT switch that marks its members as federally regulated. At the bottom is a shareable link that signs people straight into that group. Hand the DOT link to your drivers and the roster builds itself.
You should now be able to
Add one person by hand and a whole roster from a file.
Set somebody as a manager, with or without billing access.
Put people in the right group, and explain why the group matters.
Hand out a registration link so people can add themselves.
What is next
Your roster is in. Next, Topic 4 sets your company defaults, your sites and your lab, so every collection you request starts with the right answers already filled in.
Hand out a registration link so people can add themselves. 4 of 10
Set your company up
Half an hour here saves a question on every collection you ever request. In this guide we fill in the company profile, the defaults every request starts from, the sites you collect at, and your own lab and MRO, then check the subscription.
7 steps · About 8 minutes · Desktop & mobile · Dark & light · Sample data
Steps 1 to 3
Fill in the General tab
Start on Team Information. The first tab holds the things you set once and rarely touch again. Save changes at the top applies everything on the tab, so you can work down it and save at the end.
Team Information → General → Profile · Collection defaults · Company contact
1
Enter your profile and brand colour
Your company name and an optional description, then the brand colour and text colour that tint the menu for everyone on your team. This is what your people see when they sign in.
2
Choose your collection defaults
Pick a default test type and drug panel and they are chosen for you every time a collection is requested, and can still be changed on the request. Default collection notes go to the collector on every request: where to park, who to ask for.
3
Add your company contact
The person to ask for, the address for correspondence and billing, and a business number. This one is a contact number rather than one that receives texts, so a land line is fine. The switch underneath turns collection texts on or off for the whole team.
Steps 4 and 5
Set up your links and sites
Next, two tabs that save typing later: a registration link per group, and the places you actually collect at.
Links → group registration links · Sites → add a site
4
Click Links and copy one
Each of your groups has a link that signs a new person straight into it. Hand the DOT link to your drivers and the Non-DOT link to everyone else, and the roster builds itself without you adding anybody by hand.
5
Click Sites and add where you collect
A site is a place you usually test at: a depot, a plant, a yard. Give it a name and address and a request starts there with the map pin already dropped. The star makes one the default. Roadside and one-off collections still work without a site.
Steps 6 and 7
Name your lab and check billing
Last, who processes your tests and who reviews the results, then a look at the subscription.
Lab, MRO & DER → Billing
What does the Medical Review Officer actually do?
The MRO is a doctor who reviews a non-negative result and speaks to the donor before it is reported, in case there is a legitimate medical explanation such as a prescription.
Why does the lab account number matter?
It tells the laboratory whose account to bill and report against. Entering your DOT and Non-DOT numbers here means the right one is picked from the test type, instead of a collector writing it on the paperwork by hand.
6
Enter your lab, MRO and DER
Use the READI Collect defaults, or switch to your own and enter the lab name, your DOT and Non-DOT account numbers, and the MRO name and phone. The right account number is then picked from the test type, so collectors stop writing it on the paperwork. Below that, name your Designated Employer Representative.
7
Click Billing
Your subscription at a glance: the free trial with the days left, the price once it ends, and Start subscription when you are ready. Manage billing in Stripe opens the secure portal for cards and receipts. Only managers with billing access see the buttons.
You should now be able to
Set the defaults that every future request starts from.
Save the places you collect at, so a request starts with the pin already dropped.
Enter your own laboratory and MRO, or use the READI Collect ones knowingly.
Find your subscription and know who at your company can change it.
What is next
The account is set up. Topic 5 is the one you will come back to most: requesting a collection, start to finish.
Find your subscription and know who at your company can change it. 5 of 10
Request a collection
The job you will do most often. In this guide we raise one collection from the dashboard to the moment it goes out to collectors, answering each question on the form as we come to it, and finish with the separate form for planning an event.
9 steps · About 6 minutes · Desktop & mobile · Dark & light · Sample data
Step 1
Start the request
Both ways in are on your dashboard. Almost always you want the first one.
Dashboard → Request a Collection
1
Click Request a Collection
This starts one now, and it reaches nearby collectors the moment you submit. Pre-scheduled Collection Request is the other card, for a planned event such as a hiring day, and we come back to it at the end. Everything between now and then is the immediate request.
Steps 2 and 3
Say who is being tested
First question on the form. Answering it narrows everything below to what applies to that person, so it is worth getting right.
Request a Collection → Donor
2
Choose the donor
Pick the person being tested from your roster. The form then adjusts to them, so a driver in your DOT group is offered DOT test types only, and your company default type and panel are filled in already. Add another person being tested puts the rest on the same request.
3
Or click Add someone who is not on the team yet
If they are standing in front of you and not on the roster, add them here rather than leaving the form. A name and email are enough. DOT or Non-DOT decides whether the post-accident questions apply. Tick "Don't email them yet" to skip the invitation.
Steps 4 to 6
Say what they are being tested for
Next, three separate questions that people often confuse: why the test is happening, what is being collected, and what the laboratory screens for.
Reason for test → Test type → Drug panel
How soon does the test have to happen?
Alcohol is the urgent one: within two to three hours, and never more than eight, because alcohol leaves the system quickly. A drug test should be done as soon as possible and no later than thirty-two hours after the accident.
What drugs are covered?
Under SAMHSA guidelines, testing should cover the five illicit drug classes, amphetamines, THC, cocaine, opiates and phencyclidine, and alcohol. For non-DOT tests a company may test for any number of substances, as long as its own policy spells them out.
4
Pick the reason, type and panel
Reason is why the test is happening and changes nothing about what is collected. Test type is the specimen and whether it is DOT. Drug panel is what the laboratory screens for, and choosing one fills "Drugs to be tested for" in plain words. Alcohol testing adds a breath test to a drug collection.
5
Click "What do these test for?" if you are unsure
This opens the full detail of every panel your chosen test type offers, including what each abbreviation covers and the confirmation cutoffs. Worth opening when your policy names specific substances and you need to be sure the panel reaches them.
6
Answer the post-accident questions
Choosing Post-Accident for somebody in a DOT group opens the five FMCSA questions. Answer them all and READI Collect applies 49 CFR 382.303 for you and says whether a DOT test is required. If it is, the DOT test type is selected automatically.
Steps 7 and 8
Say where, when, and send it
Three questions left, and the last of them is the button.
You can still submit, and READI Collect dispatch arranges coverage. If a test genuinely cannot be done in the time the rules allow, record why: the collection keeps a list of every collector the request reached, which is the evidence of what was tried.
7
Add anything the collector should know
These notes reach the collector and everyone else working the collection. They start from your company default notes, so all you add is what is specific to today: which gate, who to ask for, any equipment to bring.
8
Set the location, then click Request collection
Leave Schedule blank to dispatch now, or set a date and time in your own timezone. For Address, pick one of your sites and the pin lands on it, type an address and choose the match, or drag the pin for a roadside collection. Check the count of qualified collectors under the map, then send it.
Step 9
Planning ahead instead
One more form, for the other card on the dashboard. Use it when you are not asking for somebody to come now.
Dashboard → Pre-scheduled Collection Request
9
Use Pre-scheduled for an event
Tell us the company, the site, who will be the contact on the day, and what tests you need. Dispatch then confirms the date with you rather than sending somebody straight away, so allow at least 72 hours. Use it for hiring events or a round of randoms.
You should now be able to
Raise a collection for anybody on your roster, and for somebody who is not on it yet.
Choose a reason, a test type and a panel, and say what each one decides.
Answer the FMCSA questions and read the determination they produce.
Send a collector to a site, an address, or a pin at the roadside.
Tell an immediate request apart from a pre-scheduled one.
What is next
Your request is on its way to collectors. Topic 6 picks it up from there: following the collection and getting the results back.
Tell an immediate request apart from a pre-scheduled one. 6 of 10
Follow a collection to its result
You have raised a collection. In this guide we open it and work down the page: who is on it, what was ordered, who went, what they filed, and the timestamped record you would show an auditor.
10 steps · About 7 minutes · Desktop & mobile · Dark & light · Sample data
Step 1
Open the collection
Everything your company has requested is in one list.
Incidents → a collection
1
Click Incidents, then a row
Each row gives the test type, the donor, who raised it and where it has got to. Click one to open the full page. As a manager you see every collection in the company; a team member sees only their own.
Steps 2 to 4
Read who and what
The top of the page answers the two questions you usually opened it for: who is involved, and what exactly was ordered.
Status → Creator & Donor → Incident Details
2
Check the status and the two people
The band across the top is the test type and where the collection has got to. Below it, Creator is whoever raised it and Donor is the person being tested, each with the contact details the collector was given. Download, top right, gives you the whole record as a PDF.
3
Read what was ordered
The incident ID is the reference to quote when you contact us, and the copy icon puts it on your clipboard. Under it: the reason, the panel and its cutoffs, the plain drug list, whether the collector is bringing materials and forms, the instructions, the location and the schedule.
4
Check the post-accident answers
If the reason was Post-Accident and the donor is in a DOT group, the FMCSA answers are kept here with the determination they produced. This is the part an auditor asks for: what was known at the time, and why a DOT test was or was not required.
Steps 5 and 6
See where it went and who took it
Next, the laboratory the order went to, the pin the collector was sent to, and everybody the request reached.
Lab Shipping & MRO → Map → Collectors
What if the employee could not be tested in time?
Then record the reason the test was not performed and keep the documentation; your own policy should say what happens next. This page is that documentation: the collectors list and the timeline together show every effort that was made, which is the best answer to an auditor.
5
Check the lab, MRO and map
These are the ones this collection was ordered against, taken from your settings at the moment it was raised, so changing them later does not rewrite old records. The map shows the pin the collectors were dispatched to.
6
Tick "Show unaccepted collectors"
By default you see the one who took the job, with how far out they were, their ETA and how to reach them. Ticking the box adds everyone else the request went to and how far away each was. That list is your evidence of how hard the system tried, which matters if a test could not be done in time.
Steps 7 to 9
Get the paperwork
This is the part you came for on a finished collection.
Reports → Notes → Files → Results / Forms
What counts as a refusal?
Declining the test, failing to provide an adequate specimen without a valid medical explanation, behaving in a way that hinders or invalidates the test, or leaving the scene of an accident. A refusal is handled under your company policy and generally treated as a positive.
7
Open a report the collector filed
The forms filled in on site, each openable in full: the questions, the answers and the photographs. A report still open shows as outstanding, which is how you tell a collection that is finished from one that is merely over.
8
Read the notes, and add one if you need to
Notes are the running commentary, each stamped with who wrote it and when. Files are anything attached that is not a result: a gate map, a photograph of the site, a scanned authorisation. Add note and Add file are on the right of each heading.
9
Click View on the result
Everything that counts as an outcome sits together: the chain of custody form, the collector's scans, and the laboratory result once it is back. This is the section to send to your DER, and the reason you do not have to chase paperwork by email.
Step 10
Check what happened, and when
Last, scroll to the bottom. This is the answer to any question that starts with "when did".
Timeline
10
Read the timeline
Raised, collectors queued and invited, accepted, close to the site, arrived, each report requested and completed, then completed. The indented entries are the actions under a step, and several open for more detail. For a post-accident test this is your proof somebody was there inside the window.
You should now be able to
Find any collection your company has raised, and open it.
Read what was ordered, including the panel and its cutoffs.
See who was offered the job, who took it, and how far away they were.
Get the result and the chain of custody paperwork.
Show, with timestamps, what happened and when.
What is next
That is the manager's side of READI Collect covered. Topic 7 shows the same job from a team member's account, which is what your drivers and employees see.
Show, with timestamps, what happened and when. 7 of 10
Request a collection for yourself
If your company has put you on its testing roster, you can raise a collection for yourself and follow it to the result without going through your manager. In this guide we do exactly that, from signing in to reading the result.
8 steps · About 6 minutes · Desktop & mobile · Dark & light · Sample data
Step 1
Sign in
You sign in to a smaller version of the same site your manager uses.
Dashboard → My Requests
1
Look at your dashboard
The badge top right reads Subscriber, and the menu is short: no team, no billing, nobody else's collections. The two request cards work as they do for a manager, and My Requests lists what you have raised. The first time in, you may be asked for your date of birth, because the laboratory needs it on the paperwork.
Steps 2 to 4
Raise the collection
Click Request a Collection. It is the same form your manager fills in, with the first question already answered for you.
Request a Collection → Reason → Test type → Address
2
Check that the donor is you
Where a manager picks somebody from the roster, you get a box with your own name and "(you)". There is nothing to choose and nothing to get wrong, so move straight on. Topic 5, Request a collection, covers every question below in full.
3
Pick the reason, type and panel
Test type offers only what your group allows, so a driver on the DOT roster sees the DOT tests and nothing that could never apply. Your company default panel is filled in already. Choose Post-Accident and the five FMCSA questions appear here too.
4
Set where you are, then send it
Leave Schedule blank and it goes out now. For Address, pick one of your company sites, type where you are, or drag the pin if you are at the roadside with no address to give. Check the collector count under the map, then click Request collection.
Steps 5 to 8
Follow it to the result
Now open it from My Requests and watch it happen. You see the whole record, you just cannot change it.
My Requests → your collection
Who can see my result?
You, the managers at your company, and the people your company has authorised to receive results, which usually means its Designated Employer Representative. A manager can be set up with results hidden from them.
What happens after an accident?
Follow your company policy first, and your supervisor. READI Collect is one part of a post-accident procedure, not the whole of it. Alcohol testing is the time-sensitive part, ideally within two to three hours.
5
Open it from My Requests
You get the same record a manager sees, with Creator and Donor both showing you: the reason, the panel and what it screens for, whether the collector is bringing materials, and the location. Download gives you the whole thing as a PDF.
6
Check who is coming
The map shows where the collector was sent, and the Collectors section names the one who accepted, how far out they were and when they expected to arrive. That is the answer to "is anybody actually on the way", without ringing your manager.
7
Click View on your result
Notes are what the collector and your company recorded on the day. Results and Forms holds the outcome: the chain of custody paperwork and the laboratory result once it is back. Your results are visible to you, your company managers, and the people your company authorised to receive them.
8
Scroll to the timeline
The whole story with a timestamp against every step: raised, collectors invited, accepted, arrived, each form completed, and finally completed. After an accident this is also the proof that somebody was there inside the window the rules allow.
You should now be able to
Raise a collection for yourself without going through your manager.
See which tests apply to you and why.
Find out whether a collector is on the way, and when.
Read your own result and know who else can see it.
What is next
That is everything a team member needs. If you also perform collections, Topic 8 covers joining the collector network.
Read your own result and know who else can see it. 8 of 10
Join as a collector
Joining the network is free, and the site walks you through it the first time you sign in. In this guide we accept the agreements, say where we work from, list what we are certified to collect, send in our rates, and turn ourselves on so work can reach us.
8 steps · About 10 minutes · Desktop & mobile · Dark & light · Sample data
Steps 1 and 2
Start the setup
The first time you sign in, the site opens a short setup run. Nothing in it is permanent and nothing has to be finished now.
Sign in → setup
1
Read what the job looks like, then click Next
The opening screen is the shape of the work: offers arrive under Dispatch while you are active, each collection walks you through a checklist on site, and the finished report goes straight to the company that asked. Skip for now leaves the rest on a checklist you can pick up later.
2
Click Review and accept on each agreement
The collector terms and the privacy policy, each opening in full, with a couple of declarations to answer while you are in there. Do this one properly rather than skipping it: dispatch cannot send you work until it is done.
Steps 3 to 5
Tell us about your work
Next, the three things that decide whether work reaches you and what you are paid for it.
Profile → Credentials → Rate sheet
Does it cost anything to join?
No. Collectors join the network at no charge. You are paid per collection at the rates on your rate sheet.
What happens when a credential expires?
We remind you before it does. Once it has expired you stop being matched to the collections that need it, so renewing it is what puts you back in the running.
3
Enter your two addresses
They do different jobs. The business address is where your paperwork goes. The service address is where you work from, and it decides which collections you are offered, because requests go to the collectors nearest the site. An address out of date here costs you work.
4
Add each credential you hold
One entry per credential, with its expiry date and a copy of the certificate. Credentials are what match you to a collection: a DOT urine collection is only ever offered to somebody who holds that credential. We remind you before one expires. Add your W-9 here too, so we can pay you.
5
Send in your rate sheet
What you charge, by service and by test type, sent to the READI team rather than published anywhere. You do not need one to go active, but a collection is easier to route to somebody whose rates we already hold.
Steps 6 to 8
Turn yourself on
Last step of the setup, and the one that actually starts the work coming.
Go active → your dashboard → Collector
6
Click Go active
Active means available: nearby requests are offered to you under Dispatch. While you are active your location is tracked and shared with READI Collect dispatch so requests can be routed to you, and going inactive stops that. Flip it whenever you like.
7
Finish anything you skipped
Whatever you skipped is on your dashboard as Finish setting up, with a progress count and a link to each remaining step. It stays until it is done, so you can join in five minutes and finish the paperwork when your certificates are to hand.
8
Bookmark the Collector page
Everything above has a permanent home here: Availability for the active switch, then Credentials, Agreements and your Rate sheet across the top. This is where you come back to add a credential, renew one, or go quiet for a fortnight.
You should now be able to
Accept the agreements that let dispatch send you work.
Say where you work from, and explain what that address decides.
List your credentials so the right collections reach you.
Turn yourself active, and turn yourself off again.
What is next
You are set up and active, so offers will start arriving. Topic 9 takes you through one from the offer to the finished paperwork.
Turn yourself active, and turn yourself off again. 9 of 10
Take a collection
You are active and an offer has arrived. In this guide we take one collection all the way through: reading the offer and accepting it, the checklists on site, the report and its photographs, and completing it so the company gets its paperwork.
8 steps · About 8 minutes · Desktop & mobile · Dark & light · Sample data
Steps 1 and 2
Take the offer
Everything waiting for you is on one screen. First to accept gets the job, so an offer can disappear while you are reading it.
Dispatch → a request → Accept
1
Click Dispatch, then a new request
New requests at the top are offers nobody has taken yet, with the test type, who is being tested, the address and how far it is from you. Active below is work you have already accepted, marked Accepted or On-site so you can see which still needs finishing.
2
Read it, enter an ETA, then click Accept
Check the location and map, what is being collected, which panel, and whether the company has the materials and forms on site or expects you to bring them. Accepting takes effect immediately, so tick the confirmations and enter an honest arrival time. The company is shown that ETA.
Steps 3 and 4
Get there and start
The assignment is your working screen for the rest of the collection.
Dispatch → your assignment → a checklist
3
Mark yourself arrived
Everything for this collection in one place: the donor and their contact details, the address with directions, what was ordered, and the checklists and reports to complete. Mark yourself arrived when you get there and the company sees it on their own timeline.
4
Work down the checklist and submit it
A checklist per test type, there to catch the things that ruin a collection: is your certification current, does the company have paper CCFs or are you supplying them, have you got sealed cups with tamper-resistant labels, the privacy enclosure, gloves and transport bag.
Steps 5 and 6
Fill in the report
The report is the record of what you actually did, and the paperwork the company receives.
Assignment → a report → Add photo
5
Open the report and work through it
The collection details sit across the top, including the drugs to be tested for, then the questions run in sections. Answers save as you go, so a lost signal or a locked phone does not cost you the lot.
6
Click Add photo on each picture it asks for
Photograph the completed CCF, the shipping label, the donor ID where the form asks. Take it in the app and it is attached to this collection and nowhere else. Large photographs are resized on your phone before they are sent, so a poor signal is no reason to skip one.
Steps 7 and 8
Complete it
Completing the collection is what releases the paperwork to the company, so it is the step that actually ends the job.
Assignment → Complete collection → Collection History
A photograph will not upload. What now?
Tell READI Collect dispatch rather than leaving the collection open. Photographs are resized on your phone before they are sent, so a weak signal is rarely the cause, and dispatch can take the file another way.
The donor refuses. What now?
Record it and tell dispatch. Refusal includes failing to provide an adequate specimen without a valid medical explanation, and conduct that hinders the test. It is handled under the company's policy and is generally treated as a positive.
7
Click Complete collection
If anything is still open you are told exactly what, with a link straight to each one, rather than left with a button that does nothing. If a photograph genuinely will not upload, tell dispatch rather than leaving the collection open.
8
Find it later in Collection History
Finished collections move to Collection History under Collector, with what you did and when. It is your own record of the work, and it stays whether or not the company is still using the site.
You should now be able to
Read an offer properly and accept it with an honest ETA.
Work the checklists before you start, not after.
Fill in the report and attach the photographs it asks for.
Complete the collection, and know why it will not let you early.
What is next
That is the whole job. If you also manage a company account, Topic 1 starts the manager guides.
Complete the collection, and know why it will not let you early. 10 of 10
Put it on your phone
READI Collect is a web site, so there is nothing to download from an app store. You can still add it to your home screen, where it opens full-screen and one tap away. This takes about a minute and is worth doing before you need it rather than at the roadside.
3 steps · About 1 minute · Phone · Dark & light · Sample data
Steps 1 and 2
Add it to your home screen
Sign in on your phone and READI Collect offers to install itself. There is nothing to buy and nothing to download.
Sign in on your phone → Install → Share → Add to Home Screen
Is this an app from the App Store?
No. It is the same web site, saved to your home screen so it opens like an app. There is nothing to download, nothing to update, and no store account involved.
I closed the banner. How do I get it back?
It comes back after a while, but you do not have to wait. On an iPhone use Safari's Share button and choose Add to Home Screen. On Android open your browser menu and choose Install app.
1
Tap Install on the banner
Signed in on a phone, a bar appears along the bottom offering to install. The i beside it explains what installing does; Install starts it; the cross puts the bar away for a month. It never appears once the app is already on your home screen.
2
Follow the steps for your phone
On an iPhone, use Safari's Share button, choose Add to Home Screen, then tap Add. On Android the browser offers a real install button and does it for you. Either way you end up with a READI Collect icon that opens full-screen, without the browser bars.
Step 3
What it changes, and what it does not
Worth reading before you decide, because the honest answer is that it changes less than people expect.
Settings → Notifications
Does it get its own login or its own data?
No. It is the same READI Collect and the same account. Signing in on the installed copy signs you in to the same collections you would see in the browser.
Does installing give it access to my phone?
Not on its own. Anything like location is still asked for separately and you can still say no. Location matters for collectors, because it is what puts nearby work in front of you while you are active.
How do I remove it?
The same way you remove any app from your home screen. Your account and your collections are not affected, and the site still works in your browser afterwards.
3
Check Settings, Notifications
Push notifications are not switched on for READI Collect yet, and this page says so. When they are, Safari only allows them for web apps that have been added to the home screen, so having it installed is what will let them reach an iPhone at all. Until then, everything still lands in your notification inbox.
You should now be able to
Add READI Collect to your home screen from the banner, or from your browser menu.
Say what installing changes and what it leaves alone.
Explain why an iPhone will need it installed once notifications arrive.
What is next
It is on your home screen. If you are a collector, Topic 9 is the job itself; if you are on a company roster, Topic 7 covers requesting a collection for yourself.
We are READI to support you
If something in here does not match what you see on screen, or you cannot find the answer you need, get in touch and we will help.
