Change frequency for a goal
To set up/change frequency for a goal, please follow the steps mentioned below: From the URVA Home Screen, click on a GOAL under Team management. After that, user will be landed on the Active Goal screen. From the top where Goal>Active is written, ...
Create & Assign goal under an individual target for frontline executives/ field users
Create & Assign goals front line executives please follow the steps which are mentioned below :- From the URVA home page, Click on Goals under Team Managementmodule. Click on Active tab. A user will see different stages of the goals like All, ...
Delete goals in URVA
Delete goals by following the below steps: From URVA home page, click on Goals under Team Management. Now the user will see the list of all the goals created in the URVA web portal. Choose the goal which the user wants to delete and click on the ...
Modify the goal settings
An Web User can change/modify the configuration of created goals as per requirement at any point of time. To modify goal settings, follow the steps mentioned below: On your URVA Home Page, click on Goals under Team Management. In the Active tab, ...
Create an occurrence under Goals
Create occurrences under goals by following steps mentioned below: On your URVA Home Page, click on Goals under Team Management. Now click on the Active tab under Goals. Choose the occurrence and click on the submit button. Click on the + new ...
Create and edit periodic Goals in web
Create periodic goals: On your URVA Home Page, click on Goals under Team Management. In the Active tab, click on the + icon to add a new Goal Fill in the Name and Description, select the target type as Value/Count, or activity field. Select Target On ...