---
title: How to use the 5 Whys method in the cause analysis of an occurrence in Qualiex?
description: How to use the 5 Whys method in the cause analysis of an occurrence 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. [Cause analysis](https://qualiex.forlogic.net/en/occurences?hsLang=en#cause-analysis)

# 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 ![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-12-51-40-6868-PM.png?width=21&height=26&name=image-png-Feb-18-2026-12-51-40-6868-PM.png) 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.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-01-09-48-0912-PM.png?width=670&height=133&name=image-png-Feb-18-2026-01-09-48-0912-PM.png)

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.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-01-12-52-3277-PM.png?width=670&height=152&name=image-png-Feb-18-2026-01-12-52-3277-PM.png)

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

 

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-05-14-8440-PM.png?width=573&height=513&name=image-png-Feb-18-2026-02-05-14-8440-PM.png)

 

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

To select the tool, click ![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-07-05-4016-PM.png?width=14&height=15&name=image-png-Feb-18-2026-02-07-05-4016-PM.png) , 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 ![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-08-46-8166-PM.png?width=100&height=39&name=image-png-Feb-18-2026-02-08-46-8166-PM.png) to enter the “Whys.”  
A screen will appear for entering a single “why.”

 

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-09-53-7779-PM.png?width=670&height=105&name=image-png-Feb-18-2026-02-09-53-7779-PM.png)

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.”**

**![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-14-38-8830-PM.png?width=670&height=153&name=image-png-Feb-18-2026-02-14-38-8830-PM.png)**

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.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-19-10-6852-PM.png?width=670&height=284&name=image-png-Feb-18-2026-02-19-10-6852-PM.png)

### **More tool options**

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

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-21-07-3032-PM.png?width=670&height=82&name=image-png-Feb-18-2026-02-21-07-3032-PM.png)

- Click ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-18%20110649-png.png?width=14&height=15&name=Screenshot%202026-02-18%20110649-png.png) to collapse or expand the tool view.
- In the tool’s context menu ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-18%20095131-png.png?width=21&height=26&name=Screenshot%202026-02-18%20095131-png.png) , you will find the following options:  
  **Edit:** Modify the name of the tool.  
  **Remove:** Delete the diagram.

![](https://qualiex.forlogic.net/hs-fs/hubfs/image-png-Feb-18-2026-02-23-34-1128-PM.png?width=1669&height=225&name=image-png-Feb-18-2026-02-23-34-1128-PM.png)

- In the context menu of a “why,” ![](https://qualiex.forlogic.net/hs-fs/hubfs/Screenshot%202026-02-18%20095131-png-1.png?width=21&height=26&name=Screenshot%202026-02-18%20095131-png-1.png) 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)

 

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