How to use the 5 Whys method in the cause analysis of an occurrence in Qualiex?

1. Access the module

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

2. Locating the occurrence

Click the Occurrences tab, then right‑click the desired occurrence or open the context menu

and select “View.”

To perform the cause analysis of an occurrence, you must be either the person responsible for the occurrence or the person responsible for the cause‑analysis stage.

When you open the occurrence, the system automatically takes you to the current step that needs to be filled out.

3. Adding the cause‑analysis tool

In the Cause Analysis step, click “Add Analysis” to choose which tool you want to use.

A screen will open for you to select which analysis tool will be used:

Analysis Tool (required): you can choose between Ishikawa Diagram, Tree Diagram, or 5 Whys.

To select the tool, click , then choose the option “5 Whys Diagram.”

Title (optional): you may define a title for the tool.

Problem (required): this field will automatically be filled with the occurrence title, but you may add details or replace it entirely.

Click “Add” to insert the tool.

The available and required tools depend on the module’s configuration. Click here to learn more.(placeholder)

4. Filling in the 5 Whys

With the tool added, click to enter the “Whys.”
A screen will appear for entering a single “why.”

The following fields will be displayed:

• View of the previous answer: this helps guide the evaluation for the next “why.”

• Why?: enter the new “why.”

• Root cause: if this “why” identifies the root cause, you can enable this option.

After filling in the information, click “Add.”

Repeat the process until you find the root cause, answering each previous “why.”

Remember: if the module settings have the mandatory completion option enabled, the tool is considered complete only when at least one root cause has been identified.

Once all the “whys” have been added, the diagram is complete.

More tool options

You can edit the diagram, the problem, and the “whys” that have been added.

Click to collapse or expand the tool view.
In the tool’s context menu , you will find the following options:
Edit: Modify the name of the tool.
Remove: Delete the diagram.

In the context menu of a “why,” the following options are available:

Edit: Modify the information entered for that “why.”
Remove: Delete the corresponding “why.”

Having difficulty using the 5 Whys methodology? Click here to learn more. (placeholder)