---
title: How does the option to take ownership of occurrences work? 
description: How does the option to take ownership of occurrences work? 
---

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1. [Qualiex | Knowledge Base](https://qualiex.forlogic.net/en?hsLang=en)
2. [Occurences](https://qualiex.forlogic.net/en/occurences?hsLang=en)
3. [Inbox](https://qualiex.forlogic.net/en/occurences?hsLang=en#inbox)

# How does the option to take ownership of occurrences work?

It is now possible for an **occurrence to be assigned to a user group** and remain with the status **“Waiting for group”** until one of the group members **assumes responsibility**, before any treatment activities begin.

This feature is ideal for organizations in which the **individual occurrence owner is defined only after the occurrence has been approved**. In this scenario, you can configure a **user group to be temporarily responsible** and wait for one of its members to take ownership of the occurrence treatment.

### Accessing the module

Click here to learn how to access the **Occurrences** module in Qualiex.

### Configuring the option to take ownership of occurrences

To configure this option, the user must have the **“Approve occurrences”** permission, which is defined under **Configurations \> Roles and Permissions**.

During the **occurrence approval process**, through the **Inbox**, you will find the option to **temporarily assign responsibility to a user group**.  
Simply select **“Occurrence directed to a user group as temporary responsible”** when approving the occurrence.

This ensures flexibility in defining responsibility while maintaining **governance, traceability, and alignment**

**![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-01-56-3200-PM.png?width=1252&height=303&name=image-png-Apr-01-2026-12-01-56-3200-PM.png)**

 

When this option is enabled, the **“Treatment Details”** field will display the **registered teams for selection**, instead of individual employees.

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-05-57-7632-PM.png?width=330&height=259&name=image-png-Apr-01-2026-12-05-57-7632-PM.png)

This feature is available **exclusively to Qualiex users**.

### **Occurrence behavior with the feature enabled**

When accessing the **Occurrences** tab, the **Responsible** field is replaced by the **selection of a user group**, causing the occurrence to assume the status **“Waiting for group”**.

From this point on, **only involved users or members of the assigned group** are able to view and interact with the occurrence. The **group remains responsible** until one of its members formally takes ownership of the treatment.  
Until an individual responsible party is defined, the **group will be displayed as the responsible entity** for both the **occurrence** and the **current stage.**

**![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-11-11-6416-PM.png?width=1198&height=406&name=image-png-Apr-01-2026-12-11-11-6416-PM.png)**

### **How to take ownership of an occurrence**

The action of **taking ownership of an occurrence** can be performed in two ways: through the **occurrence list** or **directly within the occurrence record**.

To take ownership via the **occurrence list**, locate the occurrence with the status **“Waiting for group”**. Then, **right‑click** on the occurrence or access the **context menu**.

If you are a **member of the responsible group**, the option **“To assume occurrence”** will be available. Selecting this option assigns the occurrence to you as the **individual responsible.**

**![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-19-10-0415-PM.png?width=1176&height=254&name=image-png-Apr-01-2026-12-19-10-0415-PM.png)**

 

Users with permission to **edit all occurrences** will **not be able to take ownership** of an occurrence **unless they are members of the assigned group**.

To take ownership **directly within the occurrence record**, open the occurrence and you will be taken straight to the **General** tab. In this case, the **“Save and advance”** button will be replaced by **“To assume and save”** on all tabs.

All fields will remain in **read-only mode** until a **member of the assigned group takes ownership** of the occurrence.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-21-10-2347-PM.png?width=1646&height=351&name=image-png-Apr-01-2026-12-21-10-2347-PM.png)

When you click **“To assume and save”**, a **new window will be displayed**, as shown in the image below:

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Apr-01-2026-12-22-21-6187-PM.png?width=441&height=177&name=image-png-Apr-01-2026-12-22-21-6187-PM.png)

### **If the group is removed**

If the **user group is deleted** before any member takes ownership of the occurrence, it will **automatically return to the Inbox**, with its status changed from **“Waiting for group”** to **“Waiting for evaluation”**.  
This change is **logged in the history**, including the following details:

- **Status change:** Waiting for group  → Waiting for evaluation
- **Justification:** Temporary responsible group removed
- **Action performed by:** User name

### **Important information**

- If a **group member is removed** or has their access **deactivated**, they **immediately lose the right to take ownership** of occurrences.
- If the group has **only one active member** and that member is removed, the occurrence will become **blocked** until another member is added to the group.
- The **group is also automatically populated** in the **stage owner fields**, when applicable, ensuring consistency, proper authorization, and alignment with permissions throughout the Quality Management System workflow.

- [Occurences](https://qualiex.forlogic.net/en/occurences?hsLang=en#main-content)

    - [Treating an occurence guide](https://qualiex.forlogic.net/en/occurences?hsLang=en#treating-an-occurence-guide)
    - [Register Occurence](https://qualiex.forlogic.net/en/occurences?hsLang=en#register-occurence)
    - [Inbox](https://qualiex.forlogic.net/en/occurences?hsLang=en#inbox)
    - [Cause analysis](https://qualiex.forlogic.net/en/occurences?hsLang=en#cause-analysis)
    - [Action plan elaboration and execution](https://qualiex.forlogic.net/en/occurences?hsLang=en#action-plan-elaboration-and-execution)
    - [Effectiveness check](https://qualiex.forlogic.net/en/occurences?hsLang=en#effectiveness-check)
    - [Standardization and disclosure](https://qualiex.forlogic.net/en/occurences?hsLang=en#standardization-and-disclosure)
    - [Overview](https://qualiex.forlogic.net/en/occurences?hsLang=en#overview)
    - [General information](https://qualiex.forlogic.net/en/occurences?hsLang=en#general-information)
    - [My Actions](https://qualiex.forlogic.net/en/occurences?hsLang=en#my-actions)
    - [Cause classification](https://qualiex.forlogic.net/en/occurences?hsLang=en#cause-classification)
    - [Occurences Categories](https://qualiex.forlogic.net/en/occurences?hsLang=en#occurences-categories)
    - [Types of occurrences](https://qualiex.forlogic.net/en/occurences?hsLang=en#types-of-occurrences)
    - [Module Configurations](https://qualiex.forlogic.net/en/occurences?hsLang=en#module-configurations)
    - [Reports](https://qualiex.forlogic.net/en/occurences?hsLang=en#reports)

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