---
title: How to Link and Unlink a Type to a Category of Occurrences in Qualiex?
description: How to Link and Unlink a Type to a Category of Occurrences in Qualiex?
---

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

# How to Link and Unlink a Type to a Category of Occurrences in Qualiex?

When registering a new occurrence, after selecting the **Category**, the **Type** field (also in the occurrence creation form) will display only the types that are directly linked to that selected category.

This configuration is done directly in the **Categories** tab, allowing each category to have the appropriate types according to its characteristics.

### 1. Access the Module

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

### 2. Linking the Type to the Occurrence Registration Step

Click the **“Categories”** tab, then right‑click the desired category or open the **context menu ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-25%20101233-png-Mar-11-2026-01-11-58-6550-PM.png?width=10&height=19&name=Screenshot%202026-02-25%20101233-png-Mar-11-2026-01-11-58-6550-PM.png) ** and select **“Edit.”**

 

 

To perform the linking, you 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.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-11-2026-01-14-01-4804-PM.png?width=670&height=325&name=image-png-Mar-11-2026-01-14-01-4804-PM.png)

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

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-11-2026-01-17-16-8893-PM.png?width=670&height=473&name=image-png-Mar-11-2026-01-17-16-8893-PM.png)

 

In the “Registration” step, you will find the field used to link the “Types that can be used in this category.” To view the list of types, click the button ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-19%20102513-png-Mar-11-2026-01-18-25-6537-PM.png?width=11&height=8&name=Screenshot%202026-02-19%20102513-png-Mar-11-2026-01-18-25-6537-PM.png) .

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-11-2026-01-20-12-4909-PM.png?width=670&height=394&name=image-png-Mar-11-2026-01-20-12-4909-PM.png)

 

Select the desired type by clicking the checkbox ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-12%20111321-png-4.png?width=20&height=19&name=Screenshot%202026-02-12%20111321-png-4.png)(it turns blue when selected). You can also use the “Select all” option.

To uncheck a type, click the checkbox again ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-03-04%20103331-png-1.png?width=19&height=18&name=Screenshot%202026-03-04%20103331-png-1.png) , or click **“X”** to remove all selections.

After linking the types to the category, click **“Save.”**

**![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-11-2026-01-22-14-4884-PM.png?width=670&height=467&name=image-png-Mar-11-2026-01-22-14-4884-PM.png)**

After clicking “Save,” the category will be updated and a confirmation message will appear:

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-11-2026-01-23-30-6552-PM.png?width=670&height=523&name=image-png-Mar-11-2026-01-23-30-6552-PM.png)

 

The type can be selected in new occurrences and in occurrences that are already open.

 

- [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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