Guide for Handling Occurrences
To address occurrences, we use the PDCA model. In this guide, we will walk through all the steps required to properly handle an occurrence. We will guide you with links to articles from the Quality Blog and Quality Tools, providing additional information and deeper content.
The first step is the evaluation and approval of the occurrence. Once the occurrence is approved, we can proceed with the treatment process.
The image below shows how the treatment steps in the Occurrences module are structured according to the PDCA cycle.

Registering the Occurrence
Step‑by‑step articles:
- How to create an occurrence in Qualiex?
- How to create an anonymous occurrence in Qualiex?
Quality Blog:
- ISO 9001:2015 – 10.2 Nonconformity and Corrective Action
Analyzing and Approving the Occurrence
Step‑by‑step articles:
- How to approve an occurrence in Qualiex?
- How to reject an occurrence in Qualiex?
Quality Blog:
- Differences Between Major and Minor Nonconformities
Analyzing the Cause
Step‑by‑step articles:
- How to perform cause analysis of an occurrence in Qualiex?
- How to use the Tree Diagram in cause analysis in Qualiex?
- How to use the Ishikawa Diagram in cause analysis in Qualiex?
- How to deepen cause analysis using the 5 Whys in Qualiex?
- How to register a Cause Classification in Qualiex Occurrences?
- How to deepen cause analysis using free‑text input in Qualiex?
Quality Tools:
- 5 Whys
- Ishikawa Diagram
Quality Blog:
- Root Cause of Nonconformities: Best Practices for Analysis and Identification
Creating the Action Plan
Step‑by‑step articles:
- How to create an action plan?
Quality Tools:
- 5W2H
Quality Blog:
- Action Plan: Planning, Execution, and Completion
Executing the Action Plan
Step‑by‑step articles:
- How to change the status of an occurrence action in Qualiex?
Quality Blog:
- How to Execute Action Plans?
Verifying Effectiveness
Step‑by‑step articles:
- How to Verify the Effectiveness of the Occurrence Treatment?
Quality Blog:
- Why Don’t Recurring Nonconformities Decrease in Your Company?
Standardization and Communication
Step‑by‑step articles:
- How to perform the standardization and communication of an occurrence?