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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 before you set off, your status on the way, the report and its photographs on site, and completing it before you leave so the company gets its paperwork and you get paid.

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

I cannot take this one. What do I do?
Click Decline on the offer and it goes to the next nearest collector. Once you have accepted there is no button to hand it back, because the company has been told you are coming, so ring dispatch on (217) 615-4424 straight away and they will reassign it.
Click Dispatch, then a new request Click Dispatch, then a new request Click Dispatch, then a new request Click Dispatch, then a new request
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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
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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, and the checklists and reports for the collection are yours from this moment.

Steps 3 to 5

Before you set off, and on the way

The assignment is your working screen for the rest of the collection. Open it before you leave, because the checklist is there to be done before you go, not once you arrive.

Dispatch → your assignment → a checklist → I've arrived

Do I have to mark myself nearby?
No. Nearby happens on its own: while your location is shared, arriving within about half a mile of the site marks you nearby and the company sees it. Arrived is the one thing you do yourself, with the I've arrived button, because only you know you are through the door.
Open your assignment and work down the checklist before you leave Open your assignment and work down the checklist before you leave Open your assignment and work down the checklist before you leave Open your assignment and work down the checklist before you leave
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Open your assignment and work down the checklist before you leave

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. The checklist is the important part before you set off: 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. Submit it, then go.

Check your status under Dispatch as you go Check your status under Dispatch as you go Check your status under Dispatch as you go Check your status under Dispatch as you go
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Check your status under Dispatch as you go

Your active collections sit under Dispatch with a status on each: Accepted once you have taken it, Nearby once your shared location puts you close to the site, and On-site once you have clicked I've arrived. The company watches the same progress on its own timeline, so keeping it current is what tells them you are coming and stops the phone calls.

Click I've arrived when you get there Click I've arrived when you get there Click I've arrived when you get there Click I've arrived when you get there
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Click I've arrived when you get there

Nearby is automatic, from your shared location. Arrived is yours: click it the moment you are on site and the company sees it on their timeline. Only then does the Complete collection button appear, so this is also the step that lets you finish.

Steps 6 and 7

Fill in the report

The report is the record of what you actually did, and the paperwork the company receives. Fill it in and attach everything while you are still on site.

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
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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, before you leave Click Add photo on each picture it asks for, before you leave Click Add photo on each picture it asks for, before you leave Click Add photo on each picture it asks for, before you leave
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Click Add photo on each picture it asks for, before you leave

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. Do it at the site: a form photographed later is a form that is late, and late paperwork delays your payment.

Steps 8 and 9

Complete it before you leave

Completing the collection is what releases the paperwork to the company and starts your payment, so it is the step that actually ends the job. Do it before you drive away.

Assignment → Complete collection → Collection History

A photograph will not upload. What now?
Email a copy of the form to info@readicollect.com so the collection is not left open, and tell dispatch. Only CCF forms and negative instant results may be emailed. Any non-negative result goes into the READI Collect portal and nowhere else.
I have a question or a problem on site. Who do I call?
READI Collect dispatch on (217) 615-4424, or info@readicollect.com.
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
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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. Upload every document and photograph and complete the collection before you leave the site: paperwork that arrives later slows down your payment. If a photograph genuinely will not upload, email the form to info@readicollect.com and tell dispatch.

Find it later in Collection History Find it later in Collection History Find it later in Collection History Find it later in Collection History
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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.