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How to report progress on an occurrence action in Qualiex?

An approved occurrence, with the root cause identified and the action plans defined, requires the execution of these actions in order to be completed effectively.
 

1. Access the module

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

2. Locating the occurrence

Click the Occurrences tab, locate the desired occurrence, and then right‑click it or open the context menu and select “View.”
 
To view the occurrence, you must be responsible for one of the stages or be part of the involved team.

When you click View, the system will open the stage that displays the information for the current step: “Action Plan Execution.”
 
The system will then display a screen containing all the actions that must be executed as part of the treatment.
 
Use the scroll bar at the bottom of the screen to view all action information.

3. Reporting action progress

  • Locate the action you are responsible for and click , or right‑click the desired action.

    Then select the option “Report progress.”

    When the progress report opens, you can navigate between the information tabs by clicking , and you will have access to information such as:

    General: description of the action (5W2H)

    Costs: used to report the cost of executing the action, if applicable

    Team: used to inform which collaborators are involved in the action (the team will be able to view the action and the occurrence)

    Attachments: if there are additional pieces of evidence (such as photos, documents, videos, etc.), you must upload them as attachments

    Comments: you may add instructions or comments for others to view

    History: everything done in the action will be recorded and available for review

    Percentage completed: based on the progress report (there is no sum of previous entries — only the last one is considered)

    Hours worked: based on the progress report (there is no sum of previous entries — only the last one is considered)

     

Use the scroll bar on the right side to view the remaining information.
Below, you will see the fields for reporting progress:

Time worked (in hours): Used to record the amount of time spent executing the action.

 
To correctly register minutes, you must enter four digits. For example:
2355 will be recorded as 23:55.

  • Progress (%): Used to inform the percentage of action completion.

  • Description: Provide detailed information about what has been done up to the moment of the progress report.

After completing the description, click “Report” to record the progress.

All registered progress entries will appear immediately below the description field.

4. Sending the action to the effectiveness verifier

When reporting 100% progress on an action that has an assigned effectiveness checker, the system will ask whether you would like to change the status to “Effectiveness check.”

If you click “Keep status”

The action will remain under your responsibility, and you will need to manually change the status later.

If you click “Change status”

Responsibility for the action will be transferred to the effectiveness checker, and you will not need to adjust the status manually.

5. Completing the action through the progress report

When reporting 100% progress on an action that does NOT have an assigned effectiveness verifier, the system will ask whether you would like to change the status to “Completed.”

If you click “NO”

The action will remain in progress under your responsibility.

If you click “YES”

The action will be marked as completed.