Step settings, due dates and expiration
How do ongoing requirements and collection rounds work?
Some things have to be collected more than once. A flu vaccination record, an annual health declaration, a yearly confidentiality agreement. An ongoing requirement lets you describe who owes it and how often you collect it, so you set it up once ...
How do custom step statuses work in a sequence?
Custom step statuses let you track where someone really is on a sequence step, using your own words. A background check step that would otherwise sit on Pending for two weeks can read Initiated, then Awaiting references, then Cleared. You create the ...
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 ...
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 ...
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 ...