Performance
Beat Plan
Assign Beats/ Routes to Users
Assign Beats/ Routes to Users In your web console, select Calendar and then click on Planned. U...
Create & edit Beat Plan for users
Create beat plan for users: From Urva Home Page, go to Beat Plan module under Team Management....
Create & edit beat plan for mobile users?
Create beat plans for team journing planning1. You are currently on Home Screen scroll little dow...
Targets
Create & Edit targets for field users
Create targets for mobile users, please follow the steps mentioned below: From Urva home page, g...
Update & Remove targets for Field Users
Targets can be modified and refined any time by a web user. A web user can change the settings an...
How to set Targets for Team?
To create targets for mobile users please follow the steps mentioned below: In your web conso...
Create a Goal under an individual target for frontline executives/ field users
To Create a form to set individual target for frenchisee or frontline executives please follow th...
Goals
How to create & edit periodic goals with targets?
To create & edit periodic goals with targets, follow the steps mentioned below: On your web cons...
How to setup the frequency for a goal?
To setup frequency for a goal, please follow the steps mentioned below: 1. You are currently on ...
How to modify the goal settings?
An Admin User can change/modify the configuration of created goals as per requirement at any poin...
How to create Occurrence under Goals?
To create & edit occurrences under goals, please follow the steps mentioned below: On your we...
How to delete goals in URVA?
To delete periodic goals, follow the steps mentioned below: On your web console, click on Goals ...
How to set the configuration/ graph settings for goals in FeetPort web portal?
An Admin User can change/modify the configuration or graph settings of created goals as per requi...
Incentives
How to add Incentives in FeetPort?
To setup incentive types please follow the steps mentioned below: From Navigation Menu in web p...
How to view and modify the incentives in FeetPort?
To modify the incentive settings please follow the steps mentioned below: On your web console n...
How to setup eligibility criteria for incentives?
To setup eligibility criteria, follow the steps mentioned below: From Navigation Menu in web po...
How to delete Incentives in FeetPort?
Incentives can be deleted from FeetPort in following steps: From Navigation Menu in web portal,...
How user can see the whole beat route ?
User can see the whole Beat route by following steps which are mentioned below : In your web co...