Sequences
How do I manually set or clear an expiration date on a specific user's step?
How to Manually Set or Clear an Expiration Date on a Specific User's Step In addition to sequence-wide auto-expiration policies, you can manually set a specific calendar date expiration on any individual user's step directly from the sequence details ...
What is the General Onboarding sequence on Vome?
What Is the General Onboarding Sequence on Vome? The General Onboarding sequence is a special, dedicated sequence that every organization has by default on Vome. It is distinct from regular sequences you create, and it serves a specific purpose in ...
What is the Checklist step type in a sequence?
What Is the Checklist Step Type in a Sequence? The Checklist step type allows you to create a step that contains multiple individual items, each of which must be tracked and completed separately. This is useful when a step involves several distinct ...
What is the E-Signature / Fillable PDF step in a sequence?
What Is the E-Signature / Fillable PDF Step in a Sequence? The E-Signature / Fillable PDF step allows you to collect a signed or filled document from users as part of a sequence, without requiring any third-party tool. The entire process happens ...
How do I manage users in a sequence on Vome?
How to Manage Users in a Sequence on Vome The sequence details view gives you a full picture of every user assigned to a sequence, their current step, and their progress status. This is where you manage day-to-day sequence activity for all assigned ...
How do I organize sequences into folders on Vome?
Organizing Sequences into Folders on Vome Folders allow you to group related sequences together in your Sequences list, making it easier to manage large numbers of sequences across different programs, departments, or seasons. Creating a Folder From ...
How do I archive or copy a sequence on Vome?
How to Archive or Copy a Sequence on Vome Archiving a Sequence Archiving a sequence removes it from active use. Before archiving, it is important to understand the consequences: All profiles in the sequence who are currently Active or Paused will be ...
How does sequence auto-expiration work on Vome?
How Does Sequence Auto-Expiration Work on Vome? Sequence auto-expiration allows you to set a policy that automatically expires certain steps in a sequence after a defined period of time. This is particularly useful for compliance-related steps such ...
What are Sequence Automations and how do I use them?
What Are Sequence Automations on Vome? Sequence Automations are actions that trigger automatically once a user is marked as Finished in a sequence. They allow you to connect sequences to other parts of Vome, so users are automatically moved forward ...
How do I configure step navigation settings for users in a sequence?
Configuring Step Navigation Settings for Users By default, users in a sequence are moved from step to step by an administrator. However, you can give users more flexibility by enabling navigation settings at the step level. These settings let users ...
How do I set due dates and reminders on sequence steps?
Setting Due Dates and Reminders on Sequence Steps Each step in a sequence can have its own due date and reminder settings. These allow you to set deadlines for users and receive automatic notifications when steps are overdue. Setting a Due Date on a ...
How do I control who can see a sequence on Vome?
Sequence Visibility on Vome Every sequence has a visibility setting that controls whether assigned users can see and interact with it, or whether it remains internal to your admin team only. The Two Visibility Options Visible to admins only When this ...
Understanding Sequence Profile Statuses on Vome
Understanding Sequence Profile Statuses on Vome When a user profile is assigned to a sequence, it will have one of four statuses at any given time. This article explains what each status means and how it affects the user's experience. The four ...
Understanding Sequence Metrics on the Vome Dashboard
Understanding Sequence Metrics on the Vome Dashboard The Sequences module displays four metrics next to each sequence on your dashboard. This article explains what each metric means and how they are affected by your admin permissions. What do the ...
How Does the SCORM Cloud Integration Work on Vome?
Overview SCORM Cloud is an e-learning platform that allows organizations to manage training requirements using SCORM-compliant course files. It tracks detailed learner progress and completion data within each course. Vome has partnered with SCORM ...
How Does the Sterling Volunteers Integration Work on Vome?
Overview Sterling Volunteers is a background check provider that helps organizations manage and track volunteer background checks. Vome has partnered with Sterling Volunteers to integrate background checks directly into the Vome platform. This ...
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 ...
Why should I use the auto-assign profile tags setting in my sequence steps?
When building a sequence step, you can choose to auto-assign a profile tag (which you can create in the database) so that when a volunteer moves from step to another, you will be able to see what they've done in their sequence from the database. ...
What is self-tracking in the Sequences module?
When on, the Self-Tracking setting will apply to all steps in the sequence by default. Users can update their status for each step and move themselves to the next step. You can also choose to customize this setting for each step. If you disable ...
What are the different step categories when adding steps in a sequence?
When creating the steps for any given sequence, you can currently choose between various step categories (i.e., File Upload, Interview, Orientation, Training, Custom). The only implication of adding a step within a specific category is it can be ...
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 ...
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 ...
How should I organize onboarding on Vome?
🧭 How should I organize onboarding on VOME? ✨ Overview For most organizations, onboarding on VOME begins after a volunteer submits an Application Form. From that point, the volunteer is usually affected to a Sequence through one of three methods: a ...
How do I use Sequences on Vome?
🧭 How do I use Sequences on VOME? ✨ Overview The Sequences module is used to manage a step-by-step process on VOME. Although it can be used for general process management or internal task tracking, it is most often used to manage volunteer ...