READI CollectTutorials ← All tutorials

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.

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

Click Dispatch, then a new request Click Dispatch, then a new request Click Dispatch, then a new request Click Dispatch, then a new request
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.

Read it, enter an ETA, then click Accept Read it, enter an ETA, then click Accept Read it, enter an ETA, then click Accept Read it, enter an ETA, then click Accept
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

Mark yourself arrived Mark yourself arrived Mark yourself arrived Mark yourself arrived
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.

Work down the checklist and submit it Work down the checklist and submit it Work down the checklist and submit it Work down the checklist and submit it
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

Open the report and work through it Open the report and work through it Open the report and work through it Open the report and work through it
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.

Click Add photo on each picture it asks for Click Add photo on each picture it asks for Click Add photo on each picture it asks for Click Add photo on each picture it asks for
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.
Click Complete collection Click Complete collection Click Complete collection Click Complete collection
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.

Find it later in Collection History Find it later in Collection History Find it later in Collection History Find it later in Collection History
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
What is next

That is the whole job. If you also manage a company account, Topic 1 starts the manager guides.