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

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

✅ 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

Have more questions or want help setting up your workflow?
We're here to support you — reach out any time!

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