How do I use Sequences on Vome?

How do I use Sequences on Vome?

Sequences are used to manage a step by step process. Although it can be used for project management or managing tasks, it is often used for onboarding new applicants. You can completely customize the steps of a sequence, assign profiles and easily keep track of which steps they have completed.

Are assigned profiles able to see they have been assigned to a sequence?

Up to you! You can either make the sequence:
  1. Visible to admins only: People will not be notified that they have been assigned to a sequence and they will not be able to see the sequence from their profile.
  2. Visible to assigned users: Users will be notified when they are assigned to a sequence. They will be able to view their sequence steps and statuses.
Please note that we only show Vome Users their assigned sequences if they are active or paused (i.e., not when they are inactive or finished)

Can I add a profile to multiple sequences?

Absolutely! There is no limit to the number of sequences you can add volunteers to.

What if I have the same requirements across my sequences?

We got you covered! Once you create requirement (i.e. Waiver), you will be able to select it for other sequences as well. Additionally, if a volunteer is assigned to multiple sequences that have the same requirement added to it, the volunteer's status will be updated everywhere.

For example, imagine you have a liability form for all your volunteers to fill out.

You would create a new requirement under Forms & Waivers called liability form, and add it to your sequence.

Once you assign the sequence to a volunteer, their status will be Pending for this Form/Waiver. Once they submit the waiver and you confirm it is valid, you would mark the volunteer's status for this requirement as Complete.

Then, if the same volunteer is assigned to a sequence that also requires this liability form in the future, you will see that it was already marked as complete!

This logic applies to all the requirements (forms & waivers, interviews, orientation & training sessions), as the status fields are centralized across the entire platform!

Note: this also works the same way as screening checklists which are used for opportunity-level screening. If you are unsure about how screening checklists work, you can read this FAQ: How does the Screening Checklist work for my opportunities?

What do the different step categories mean?

I wanted people to answer questions, attach files, and/or provide digital consent in a sequence. How do I do that?

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