Atualizado em 22 de maio de 2021
With a registered occurrence, it is necessary to approve if the registration fits according to the process defined in your company.
For the approval of occurrences, it is necessary to have the approval permission granted.
In the Events module, click the Inbox tab.
The list of occurrences to be evaluated will be displayed.
Click on the issue that will be approved.
In the screen with the information of the occurrence, fill in the fields.
Fields with * are mandatory.
For users who have permission to manage types, categories, and cause classifications, it is possible to register a new category and a new type using the first option in the list.
For users who have the Manage> Customers permission in the Qualiex settings, it is possible to register a new customer and a new location using the first option in the list.
After entering the occurrence identification information, we can proceed to the treatment data.
Enter the data corresponding to the handling of the occurrence.
With the treatment data filled in, we can define the people who will contribute to the investigation of the root cause.
Select the users who can assist in discussions and analysis to understand and investigate the root cause of the occurrence.
To access the list, click on Select.
After selecting the collaborators who will be part of the negotiation team, click Finish.
After filling in the data you can already approve the occurrence by clicking on or just save to continue filling in another time, but if you need to define a person responsible for each stage of the deal and insert attachments, we have a few more steps until you have everything ready for approval.
To define a person responsible for each stage of the negotiation or to change the deadlines, access the Steps tab.
Remembering that when editing the dates of the stages the Completion Deadline is adjusted.
If you need to view or add any attachments to the issue, click the Attachments tab.
Insert or view the attachment that was added to the occurrence record.
Drag the file from your computer or click to choose the file, it can send several files at once.
We have some features for managing attachments.
In the History tab we have the registered changes.
To approve the occurrence, click on Save and approve and we have two options:
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