What are the different step categories when adding steps in a sequence? How should I use each category?

What are the different step categories when adding steps in a sequence? How should I use each category?

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, user sees “Download File” and “Upload File” buttons.

  • 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.

  • 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 “Submitted” when completed.

  • Coordinators and watchers are notified upon submission.


Fillable (Vome) 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.

  • Step is marked as "Complete" manually by an admin or automatically based on user action.

  • 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).

  • Step is marked as "Complete" manually by an admin or automatically based on user action.

  • 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.

  • Step is marked as "Complete" manually by an admin or automatically based on user action.

  • 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.

  • User or admin checks off each item manually and marks it as "Complete"

  • Step is marked as "Complete" manually by an admin or automatically based on user action.

  • 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.

  • Step is marked as "Complete" manually by an admin or automatically based on user action, or as "Uploaded" if the custom step requests a file upload.

  • 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.

  • 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 assigns a SCORM-compliant course from SCORM Cloud.

  • 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.


Step Type Comparison

Step TypeAdmin Can Attach FileHyperlinks AllowedIn-Vome CompletionTracks CompletionNotifies Coordinators
File Upload✅ Yes✅ Yes✅ Upload completed file✅ Yes✅ Yes
Video✅ Yes✅ Yes✅ Watch video in Vome✅ Yes✅ Yes
Fillable PDF✅ Yes✅ Yes✅ Fill and submit in Vome✅ Yes✅ Yes
Fillable (Vome) Form✅ Yes✅ Yes✅ Submit form in Vome✅ Yes✅ Yes
Interview✅ Yes✅ Yes⚠️ May require external action✅ Yes✅ Yes
Orientation✅ Yes✅ Yes⚠️ May require external action✅ Yes✅ Yes
Training✅ Yes✅ Yes⚠️ May include external actions✅ Yes✅ Yes
Checklist✅ Yes✅ Yes✅ Manual check-off✅ Yes✅ Yes
Custom✅ Yes✅ Yes⚠️ May require external action✅ Yes✅ Yes
Background Check✅ Yes✅ Yes✅ Redirect and return from Sterling✅ Yes✅ Yes
E-Learning (SCORM Cloud)✅ Yes✅ Yes✅ Launch SCORM in Vome✅ Yes✅ Yes
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