Building sequence steps
What is the Shift Reservations step type in a sequence?
The Shift Reservations step lets a user pick their own time for something that has to happen on a date, such as an interview, an orientation or a training session. You create the shifts the way you always do. The step simply lets the people on it ...
What is the E-Learning step type in a sequence?
Overview The E-Learning step runs an interactive online training module inside a sequence. It is powered by SCORM Cloud, so if your training already exists as a SCORM package you can drop it straight into Vome rather than rebuilding it. 1. What is ...
What is the Background Check step type in a sequence?
Overview The Background Check step orders a real background check from inside a sequence. It is powered by Sterling Volunteers: the user starts the request from the step, completes it on Sterling's side, and the result comes back to Vome without ...
What is the Course step type in a sequence?
Plan required: Courses are available on the Enterprise and Ultimate plans. On a lower plan the Course tile still appears in the step picker, but it shows a lock and opens an upgrade prompt instead of adding a step. Overview The Course step attaches ...
What is the Custom step type in a sequence?
Overview The Custom step is the catch-all. It is a title, a description and an optional file, with no assumptions about what the user has to do. Use it for a requirement that none of the other step types describes, and reach for a purpose-built type ...
What is the Video step type in a sequence?
Overview The Video step plays a video inside the sequence and records that the user watched it. It is the one instructional step type where Vome can actually verify the work was done, because the player knows how much of the video was played. 1. What ...
What is the Fillable form step type in a sequence?
Overview The Fillable form step puts one of your Vome forms inside a sequence. The user answers it without leaving the platform, the step completes on its own when they submit, and every answer comes back as data you can search, filter, report on and ...
What is the Training step type in a sequence?
Overview The Training step points a user at training they have to complete and holds the record that they completed it. The training itself does not live on this step, so think of it as instructions plus a completion record. When you want the ...
What is the Orientation step type in a sequence?
Overview The Orientation step is where you tell someone about the session that introduces them to your organization: when it runs, where to go, how to join, and what to read beforehand. It is a step for logistics and instructions rather than ...
What is the Interview step type in a sequence?
Overview The Interview step marks the point in a sequence where you need to speak with someone. Vome does not run or book the conversation, so this step's job is to tell the user how to book it and to hold the record that it happened. 1. What is the ...
What is the File Upload step type in a sequence?
Overview The File Upload step asks a user to send you a document. You can also attach a file for them to download first, complete, and upload back onto the same step. Use it when what you need is a copy of something that lives outside Vome, such as a ...
How can an administrator sign or add information to a user's Fillable PDF in a sequence?
Overview On the Electronic Signature / Fillable PDF step in a sequence, an administrator can review a document a user has filled out and signed, add their own content on top of it, and save the result as the new primary file for that user's step. The ...
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 ...
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 ...