An approved occurrence needs an action plan to carry out the deal and be completed effectively.
We can create immediate actions without the need to carry out a cause analysis or after discovering the root cause, we register the actions to resolve it.
To register actions access the occurrence.

Click on the 3. Action Plan tab.

To register the actions click on .

To register actions before performing the cause analysis, the option Allow action plans before the cause analysis must be enabled in the event settings.

The window for registering the action will be displayed, we use the 5W2H:

• Name (What?): Enter a title for the action.
• Responsible (Who?): Indicate the user who will be responsible for executing the action.
• Verifier (Who?): Select the user who will check if the action was effective.

• Location (Where?) : Select the location already registered in Qualiex related to the action.
• Deadline (When?): Set the deadline for executing the action plan.
  • Start date: Enter the date when the execution will start.
  • Duration in days: Enter the duration of the execution.
  • End date: Type or the field is calculated as entered in duration in days.
• Estimated cost (How much?): If necessary, inform the cost of the action.
• Description (How?): Inform how the action should be performed.
• Justification (Why?): Insert the justification of why the action was registered.

To record click on .

After creating the first action we can create the actions that will be dependent, creating a new action the field Belongs to is enabled.
Select the action that will be the root / parent of the other actions.

After registering the action, it is displayed hierarchically.

With the action plan and its registered activities, we can change the statuses as the actions are carried out.
To change the status of the action, we will access the occurrence that with the registered action plan.

After accessing the case, click on the 3. Action Plans tab.

In the desired action click with the right button of the mouse or click in the context menu  and select the option Change Status.

To change the status, it is mandatory to have a responsible person.

We have the statuses:

• Waiting for start (P): Initial status, when we create an action, it is defined as waiting for start.
• Running (D): When the action is being performed, set the status to running.
• Checking effectiveness (C): With the execution completed we can check if the action was effective, set the status to checking effectiveness to indicate that the action is under verification.
• Done: Use when the action is complete.
• Suspended: If the action is paused due to an impediment, set the status to suspended.
• Canceled: If the action is no longer needed and does not need to be performed, we can cancel the action.

After selecting the corresponding status, the action is updated.