What is Occurrence Prioritization in Qualiex?

Prioritization Rules allow occurrences to be automatically classified according to criteria defined by the organization, directing the treatment process based on the assigned priority level—whether due to urgency, differentiated deadlines, or the need for approval. This functionality streamlines decision-making, facilitates management, and ensures that critical occurrences receive visibility and prompt resolution.

Accessing the module

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

How to configure the Occurrence tab in the Prioritization Rule?

First, access Configurations by clicking the Modules menu, located in the top navigation bar.

In the Configurations module, click on the “Prioritization Rules” tab.

Now, on the Prioritization Rules tab, click on

Click here to learn how to create Prioritization Rules

Occurrences Tab

Next to the General tab of the prioritization rule, you will find the Occurrences tab. This is where you configure how the prioritization rule will be applied to occurrences within the system.

To create a prioritization rule, the user must have the “Manage prioritization rules” permission, which is defined under Configurations > Roles and Permissions.

Impact occurrence deadlines

Enable the toggle to activate this feature.

Select a priority from the drop-down field (e.g., Low, Medium, High).

Enable the toggle

to activate this feature.

Defining deadlines

Define the deadlines (in days) for each stage of the occurrence (e.g., Root Cause Analysis, Action Plan Elaboration, etc.).

The field accepts integer values only, from 1 to 999.

The defined values will be automatically applied to the Stages tab of the occurrence and these values will be view-only during the evaluation stage.

Apply approval flow for deadlines and responsible persons

Below this section, enable the toggle.

Once enabled, any attempt to change deadlines or responsible parties in the occurrence will require approval through an approval flow.

Simple configuration

For each priority level (Low, Medium, High), select one approval flow.

Advanced configuration

Enable the advanced configuration toggle.

For each priority, define multiple rules based on the number of changes, for example:

“When deadlines and/or responsible parties are changed once, apply workflow X”
“When changed two or more times, apply workflow Y”

Rules and constraints:

Maximum of 5 rules per priority
The first rule (1 change) is mandatory and cannot be deleted
Values must be numeric, unique, and in ascending order

Approval workflows must be previously configured in the Approval Flows tab

How does prioritization appear in the occurrence?

To apply a prioritization rule to occurrences: Access the Contracted Modules menu and select the Occurrences module.

In the Occurrences module, access the Categories tab.

Create a new category or edit an existing one and link the desired prioritization rule.

To create or edit categories with prioritization rules, the user must have the permission “Manage types, categories, and cause classifications”, defined under Configurations > Roles and Permissions.

Category with a prioritization rule

When registering or editing an occurrence, selecting a category that has an active prioritization rule will cause the rule criteria to appear automatically on the screen.

Filling in the criteria

When editing an occurrence linked to a category with a prioritization rule, the system displays fields such as Severity, Urgency, and Trend (or other criteria defined by the rule).

The user must select one option for each criterion.

Priority calculation

Based on the values selected, the system automatically calculates the occurrence priority.
As a result, when accessing the General tab of the occurrence, it is possible to view:

The criteria values
The calculated priority (Low, Medium, or High)

The priority can also be viewed:

On the occurrence registration screen
In the occurrence listing columns

Visibility and editing of criteria

During registration and evaluation, prioritization criteria fields are mandatory and editable.
In subsequent stages, these fields become read-only.
External users with permission to register occurrences can also fill in these criteria at creation time.
If the criteria are modified in future edits, the priority is automatically recalculated, reflecting the updated information.

How does the “priority history” work?

Each time an occurrence is submitted for evaluation, the system stores a snapshot of the prioritization rule configuration at that moment.

This ensures that:

Even if the rule is changed later, the occurrence retains the original prioritization data used at submission.
If the occurrence returns to registration or goes through evaluation again, a new snapshot is recorded using the most recent rule configuration.

Display in the occurrence listing

A column called “Priority” can be enabled on the main screen, allowing users to easily view the priority level of each occurrence.

This column shows the same priority value displayed on the General tab of the occurrence.
You can use this column to sort occurrences by criticality.
If no prioritization rule is applied, the field remains blank.

Click here to learn how to Add or Remove columns in the Occurrences module.

Benefits of this feature

Occurrences are automatically classified by the system.
Demands can be prioritized based on the actual severity and urgency of each situation.
Deadlines are fully integrated with approval workflows.
Ensures standardization, detailed history, and full traceability throughout all stages.