How to Enable and Disable Occurrence Treatment Steps in Qualiex?

The PDCA Cycle, also known as the Deming Cycle, is a methodology widely used in business management. It includes the steps Plan, Do, Check, and Act, with the purpose of promoting continuous and progressive improvements in processes.

Learn more about each PDCA step in our Quality Blog!

In Qualiex, we recognize that not all processes require the full execution of the PDCA cycle. For this reason, we provide the option to enable or disable PDCA steps directly in the Categories tab.

This feature ensures autonomy and flexibility so that each organization can customize the workflow according to its needs, making management more agile and aligned with the reality of each process.

1. Access the Module

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

2. Disabling a Treatment Step

Click the “Categories” tab, then right‑click the desired category or open the context menu

and select “Edit.”

To make this change, the user must have the “Manage types, categories, and cause classifications” permission, defined under Configurations > Roles and Permissions.
Click here to learn how to configure permissions for the Occurrences module.

When selecting the “Edit” option, a window will open allowing you to make changes to the category.
In the “General” tab, locate the “Treatment Phase” section.

Only the following steps can be disabled: Cause Analysis, Effectiveness Check, and Standardization/Disclosure.

After locating the steps, review them and click the button to disable the desired steps.

When the step is enabled
When the step is disabled

In this way, you will see all the steps displayed as follows:

By clicking the icon

, you can view how your treatment flow has been defined and see which steps are active in it.

After making the necessary changes, click “Save.”

When you click “Save,” the category will be updated, and a confirmation message for the edit will appear: