Tasks movement/ actions performed on URVA web

Tasks movement/ actions performed on URVA web

Move tasks/ approve tasks from one state to another :

 

  1. From URVA Home Page, click on the Tasks module under  Operations.
  2. Choose the Task that is completed by the field user. You can choose the check mark icon against any of the tasks.
  3. Click on the Change Stage option from the top bar.
  4. Choose the next stage as per the requirements.
  5. Based on the stage selected, the user list will appear to assign task. For example: If web platform stage is selected to move tasks then user list will appear except the URVA app users.
  6. Tap on Submit.

Add a comment to a task:

  1. From URVA Home Page, click on the Tasks module under  Operations.

  2. Choose Activity form and then Territory and Submit.

  3. All tasks that have been completed in that territory are displayed on screen.

  4. Click on the particular task to view details.

  5. Click on the Comment tab on the right slab. 

  6. You can add a comment and send the comment that will be visible to users. Also, you can share attachments as well.

  7. Also, you can reply to another person's comment to add your opinion.


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