Step Categories in Sequences

When creating a sequence in Vome, each step must be assigned a category. Categories help organize steps in the admin panel and appear as folders in the user’s view. All step types support hyperlinks, file attachments, and completion tracking.

Sequence coordinators and watchers are notified when a step is completed by a user.

Step Types Overview

File Upload

• Admin enters a title and description.

• Admin can attach a file (e.g., a form or reference document).

• User is prompted to upload a file. If a file is attached, the user gets a download button as well as the upload button.

• If multiple documents are required, instruct users to submit a ZIP file.

• Step is marked as "Uploaded" once the user uploads a file.

• Coordinators and watchers are notified upon submission.

Examples:

• “Medical Form” – Admin attaches a fillable PDF. User downloads, completes, and uploads it.

• “Driver’s License” – Admin includes instructions. User uploads a PDF of their license.

Video

• Admin uploads a video file directly to the step, or embeds a video link.

• User watches the video inside Vome.

• Step is marked as “Watched” once the video is viewed to the end.

• Coordinators and watchers are notified upon completion.

Fillable PDF

• Admin uploads a fillable PDF and selects which fields users must complete.

• User fills in the PDF directly in Vome.

• Step is marked as “Signed” once the user submits it.

• Coordinators and watchers are notified upon submission.

Fillable form

• Admin selects an existing form from the Forms module.

• User opens and submits the form within Vome.

• The step is marked as “Submitted” when completed.

• Coordinators and watchers are notified upon submission.

Use case: Quizzes, questionnaires, or data collection.

Interview

• Admin adds a title and description.

• Description can include links to external scheduling tools (e.g., Calendly, Zoom).

• User completes the action externally as instructed.

• Nothing on this step is validated by Vome, so it is marked as "Complete" by an admin, or by the user if the step allows them to mark themselves complete.

• Coordinators and watchers are notified upon completion.

Example:
“Zoom Interview” – Description includes a link to book an interview slot.

Orientation

• Admin adds a title and description.

• Description can include orientation session details, dates, and links to external resources (e.g., Google Drive, videos).

• Nothing on this step is validated by Vome, so it is marked as "Complete" by an admin, or by the user if the step allows them to mark themselves complete.

• Coordinators and watchers are notified upon completion.

Example:
“New Volunteer Intro” – Includes session date/time and a link to onboarding materials.

Training

• Admin adds a title and description.

• Can include links to training videos, documents, or quizzes.

• User completes the training following the instructions.

• Nothing on this step is validated by Vome, so it is marked as "Complete" by an admin, or by the user if the step allows them to mark themselves complete.

• Coordinators and watchers are notified upon completion.

Example:
“Sensitive Communication” – Description includes a video link and a form link for quiz submission.

Checklist

• Admin creates a list of tasks in a single step.

• Each checklist item is ticked off separately, by an admin or by the user, and every item has to be ticked before the step itself can be completed.

• There is no automatic completion on a checklist step. It is marked as "Complete" by an admin, or by the user if the step allows them to mark themselves complete.

• Coordinators and watchers are notified upon completion.

Custom

• Admin adds a title and description, with an optional file attachment.

• Description may include external links or detailed instructions.

• Used for custom workflows or instructions that don’t fit other step types.

• Marked as "Complete" by an admin, or by the user if the step allows them to mark themselves complete. If the custom step asks for a file back, it records "Uploaded" first and can complete automatically once the file arrives.

• Coordinators and watchers are notified upon completion.

Example:
“Criminal Record Check” – Includes a link to a police service portal and an attached template.

Background Check (Sterling Volunteers)

• Admin adds a background check step integrated with Sterling Volunteers, using a Package ID from Sterling.

• User is redirected to complete the check externally.

• Upon completion, the user is returned to Vome, and the step is automatically marked complete.

• Future updates to background check status are also tracked in Vome.

• Coordinators and watchers are notified upon completion.

E-Learning (SCORM Cloud)

• Admin uploads a SCORM-compliant .zip package. This requires the SCORM Cloud integration to be connected.

• User launches and completes the course directly from the step in Vome.

• Progress and completion status are synced with Vome.

• Detailed analytics are accessible in SCORM Cloud.

• Step is marked complete in Vome upon course completion.

• Coordinators and watchers are notified upon completion.

Course

• Admin attaches a published Course from the Courses module as a sequence step. Available on the Enterprise and Ultimate plans.

• Admin sets the Completion requirement: "Optional, never blocks", "Expected, but never blocks", or "Must pass to continue" (the default), plus an optional minimum score.

• "Must pass to continue": the user cannot move to the next step until the course is completed and passed. "Expected, but never blocks": the result is recorded, but the user can continue. "Optional, never blocks": no gating is applied. Results are saved in the course either way.

• A minimum score set on the step overrides the course's own pass mark for gating purposes.

• The user sees the course title, description, gate information, their status and score, and a "View course" button that opens the course player. When finished, they are returned to the sequence.

• Step is marked complete once the course is completed (and passed, when a pass mark or minimum score applies).

• For full details, see How do Courses work on Vome?

• Coordinators and watchers are notified upon completion.

Step Type Comparison