✅ Sequences vs. Screening Checklists

Vome Volunteer provides two tools to help you manage volunteer screening and onboarding workflows:
Sequences and Screening Checklists. While they share similar goals, each offers unique functionality and use cases.

🔍 What’s the Difference?

Sequences

• A customizable, step-by-step onboarding process

• Runs independently of any specific opportunity

• Offers advanced step types and automation options

Screening Checklists

• A list of required tasks tied directly to a specific opportunity

• Volunteers complete the checklist after applying or being assigned

• Best for simple, opportunity-specific workflows

🔄 Syncing Steps Across Sequences and Screening Checklists

If a step (e.g. Photo ID File Upload) exists in both a Sequence and a Screening Checklist:

• The status is synced automatically across both.

• Volunteers only need to complete the step once, and it will appear completed in both places.

✅ Saves time for both admins and volunteers
✅ Keeps onboarding progress consistent

🔑 Key Differences

📌 Screening Checklists

• ✅ Tied to opportunities

• ❌ Limited customization

• ❌ No automations

• ❌ Volunteers cannot progress themselves

• ✅ Visible right after a volunteer applies

• ✅ Ideal for simple, opportunity-specific onboarding

📌 Sequences

• ✅ Runs independently from opportunities

• ✅ Highly customizable step types:

  • Custom steps

  • Fillable PDFs

  • Forms

  • Videos

  • Checklists

• ✅ Private steps (admin-only visibility)

• ✅ Volunteers can self-progress

  • Mark steps as complete

  • Move to the next step on their own

• ✅ Automation features, including:

  • Auto-assigning profile tags when volunteers move between steps

💡 Recommendation

We recommend using Sequences for most onboarding flows — especially if your process involves multiple steps, spans several opportunities, or requires automation.

You can also build a Sequence for each opportunity if you prefer a consistent structure with added flexibility.

🧩 Common Use Cases

✅ Use a Screening Checklist when:

• You're using the direct application funnel to recruit.

• You want to assign required tasks automatically after a volunteer applies.

• Volunteers should see tasks immediately tied to the opportunity.

✅ Use a Sequence when:

• You're using a general application funnel (e.g., via the Forms module).

• You need a centralized onboarding process before volunteers are assigned to an opportunity.

• You want to take advantage of:

  • Advanced step types

  • Custom workflows

  • Automations like profile tagging

📚 Related Articles

• How do I use Sequences on Vome?
  
• How should I organize onboarding on Vome?
  

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