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.
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
- Screening checklists are baked into opportunities
- Sequences is an independent module, and have many extra customizations and automation options
- There are more step categories (Custom, Fillable PDFs, Fillable Forms, Videos, Checklists)
- Steps can be private
- User can mark themselves as complete
- Users can move themselves from one step to the next
- You can auto-assign a profile tag when when someone moves from a certain step to a future step.
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!
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!
Ready to get started? Here are some helpful articles:
How do I use Sequences on Vome?
How does the Screening Checklist work for my opportunities?
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