Tasks movement/ actions performed on URVA web
Move tasks/ approve tasks from one state to another :
From URVA Home Page, click on the
Tasks module under
Task that is completed by the field user. You can choose the check mark icon against any of the tasks.
Click on the
Change Stage option from the top bar.
Choose the next stage as per the requirements.
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.
Add a comment to a task:
From URVA Home Page, click on the Tasks module under Operations.
Choose Activity form and then Territory and Submit.
All tasks that have been completed in that territory are displayed on screen.
Click on the particular task to view details.
Click on the Comment tab on the right slab.
You can add a comment and send the comment that will be visible to users. Also, you can share attachments as well.
Also, you can reply to another person's comment to add your opinion.
View, Edit, Filter Tasks on web
Detailed view of a task in: It consists of full details of a particular task, which are filled by Mobile user. You can view detailed information which is filled in the task along with other information. Follow these steps: From URVA Home Page, go to ...
Scheduling a task
There are two methods to schedule a task, web user can schedule a task from the web, and app user can do the same from within the URVA application. Let us know how to schedule the task. To schedule a task from office to user for future date, please ...
Create, Upload & Assign Tasks
URVA facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below: One by One create tasks: From ...
Export tasks in PDF
Task can be exported in the form of PDF file for each task. Export tasks in PDF form: From URVA home page, go to Tasks under Operations Choose Activity from the list and Submit Over each task in FINISH state (it can be customized), there is an option ...
Change territory of the task/ move task from one territory to another
URVA facilitates users with the option to change the territory of the task/Move task from one territory to another in one go. This saves a lot of time & effort. To change the territory of the task/ move a task from one territory to another, follow ...