---
title: How to Move an Occurrence to the Next Step?
description: How to Move an Occurrence to the Next Step?
---

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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. [General information](https://qualiex.forlogic.net/en/occurences?hsLang=en#general-information)

# How to Move an Occurrence to the Next Step?

If you need to move an occurrence to a different step during the treatment process, it is possible to make this change manually.

 

### Accessing the Module

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

### **Advancing a Step**

To change a step, select the desired occurrence and click on it to open its details.

To modify a step, you must have either the **“Edit all”** or **“Edit only from my location”** permission.  
These permissions are defined under **Configurations \> Roles and Permissions**.

You can only advance or return a step if you are the **overall responsible person** for the occurrence, or the **responsible person for the specific step** (in which case you can only move the step you are responsible for), or a user with the **appropriate permissions**.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-10-2026-02-18-40-6578-PM.png?width=1118&height=443&name=image-png-Mar-10-2026-02-18-40-6578-PM.png)

After accessing the occurrence, click the context menu ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-25%20101233-png-Mar-10-2026-02-19-20-0861-PM.png?width=10&height=19&name=Screenshot%202026-02-25%20101233-png-Mar-10-2026-02-19-20-0861-PM.png) and select the option “Change step.”

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-10-2026-02-20-18-6890-PM.png?width=692&height=409&name=image-png-Mar-10-2026-02-20-18-6890-PM.png)

 

When choosing the step to which you want to move the occurrence, a window will appear asking you to confirm the change by clicking “Next.”

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Mar-10-2026-02-21-44-6721-PM.png?width=645&height=222&name=image-png-Mar-10-2026-02-21-44-6721-PM.png)

 

If the cause analysis tools have been set as mandatory in the Occurrences module settings, it will be necessary to complete the required analysis tools before advancing to the next steps.

 

- [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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