Recent Articles
How to Check Download History in URVA
Follow the steps below to view the history: Step 1: Go to Admin Settings From the URVA homepage, click on Admin Settings in the left-hand menu. Step 2: Open Download History In the Admin Settings section, click on Download History. Step 3: View ...
Reassigning a Submitted Case with reason/ remarks
To enable supervisors to send back cases for correction with stage-based, mandatory remarks—so FEs can fix issues with clear context and direction. Steps to Reassign a Submitted Case with Correction Remark Step 1: Review the Submitted Case Go to the ...
Editing Price in the Order Form
This help document explains how users can edit the price field in the order form and how the system responds to those changes. Who Can Use This Feature? Users with access to the Order Form tab can edit prices before submitting an order in a task. ...
Task Completion Email Notifications – Territory-Based Logic
When a task is marked completed, URVA automatically sends email alerts based on specific conditions: Who Receives the Email? The reporting manager of the user who completed the task. The second-level reporting manager (manager’s manager). Any user ...
Task creation without territory assignment
A territory must be assigned to a user in order for them to view customers and perform tasks. In cases, we can allow users to perform tasks without any territory assignment. To enable the permission, follow the steps: From the URVA home page, go to ...