How to use the Tree Diagram 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 directs you to the current step that needs to be completed.

3. Adding the cause‑analysis tool

In the Cause Analysis step, click “Add Analysis” to choose which tool will be used.

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 “Tree Diagram.”
Title (optional): you may define a title for the tool.
Problem (required): this field will automatically be filled with the occurrence title, and you may complement or completely modify it.

Click “Add” to include the tool.

The available and mandatory tools depend on the module’s configuration. Click here to learn more.

4. Filling in the Tree Diagram

With the tool added, click to insert 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, in this step, the identified “why” is determined to be the root cause, you can enable this option.

After completing the information, click “Add.”

Repeat the process until the root cause is found, completing all categories or only those necessary.

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 Tree 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 , the following options are available:
- Edit: Change 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)