What's the difference between Sequences and Screening Checklists on Vome?

What's the difference between Sequences and Screening Checklists on Vome?

Both of these features allow organizations to manage the screening and onboarding process for volunteers.

Sequences: Step by step process that is applied independently of opportunities
Screening checklists: Requirements for users when they apply to an opportunity via the direct application funnel or get assigned to an opportunity by an admin.

Info
The status of the same entry in a Sequence or screening checklist will be synchronized for an user. For example, if you have a Sequence with a File Upload entry for a Photo ID upload, and one of your opportunities is applying the same File Upload entry on the opportunity's screening checklist, wherever the user decides to upload the file, the file and latest status of that Photo ID upload will be found in both the Sequences module and the screening checklist for that user.

Key differences
  1. Screening checklists are baked into opportunities
  2. Sequences is an independent module, and have many extra customizations and automation options
    1. There are more step categories (Custom, Fillable PDFs, Fillable Forms, Videos, Checklists)
    2. Steps can be private 
    3. User can mark themselves as complete
    4. Users can move themselves from one step to the next
    5. You can auto-assign a profile tag when when someone moves from a certain step to a future step.
Idea
We recommend using Sequences instead of screening checklists. You can choose to build a Sequence for each opportunity.

Here are some commons use-cases for organizations

1. You are using the direct application funnel for the recruitment workflow 
for opportunities and would like to auto-assign volunteers tasks once they apply for the opportunity. This would be a great use-case for creating a screening checklist for that opportunity. Once the user applies for the opportunity, they will immediately see the screening checklist assigned to it!

2. You have a general application funnel via the Forms module or have opportunity-specific onboarding process at your organization and want to have volunteers complete the process
before getting assigned for an opportunity. This would be a great use-case for sequences!


    • Related Articles

    • 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 ...
    • How does Verified First's background screening solution work on Vome?

      Vome is proud to partner with Verified First to offer preferred pricing on background checks for your volunteers. This partnership goes beyond background checks, with a comprehensive suite of services designed to support all your volunteer screening ...
    • How should I organize onboarding on Vome?

      There are many ways to easily keep track of onboarding new applicants using Vome! It is recommended to read through the summaries below to identify if you would like to track onboarding using sequences or opportunity-level screening checklists. 1. ...
    • Why should I use the "auto-assign profile tags" feature when moving someone from one step to another in a sequence?

      Overview A volunteer onboarding sequence helps you track each volunteer’s progress through various steps, from start to finish. While you can see a volunteer’s progress in the Sequences module or an individual’s profile, leveraging auto-assign ...
    • How would I gather digital consent using the Sequences feature?

      The Sequences feature allows you to share and gather information from personnel that you're onboarding to your organization. In order to gather digital consent using the Sequences feature, you must start with creating a Form on Vome: On the left-hand ...