Occurrence categories – Wiki https://wiki.qualiex.com Base de Conhecimento Sobre o Software da Qualidade Qualiex Fri, 24 Sep 2021 17:26:41 +0000 pt-BR hourly 1 https://wordpress.org/?v=6.5.2 https://wiki.qualiex.com/wp-content/uploads/2021/10/cropped-favicon-32x32-1-32x32.png Occurrence categories – Wiki https://wiki.qualiex.com 32 32 How to register a category of occurrence? https://wiki.qualiex.com/modules/occurrences-en/how-to-register-a-category-of-occurrence/ Fri, 24 Sep 2021 17:26:41 +0000 https://wiki.qualiex.com/?post_type=docs&p=2160

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To classify an occurrence, either in its registration or in approval, we have typifications that are divided into type and category of occurrence.

See how to register a type of occurrence.

The type is the comprehensive classification of the occurrence and the category aims at a more specific typification corresponding to the selected type.

Exemplification of the type and category of the occurrence

Register an occurrence category

In the event module click on the Categories tab.

“ Manage types, categories and cause classifications ” permission required .

To add a new category click .

The window to register the new category will be displayed, fill in the data:

  • Title: Insert the name of the category that will be registered, remembering that it is specifically considering the types already registered.
  • Description: If you need a description about the category, enter it in this field.
  • Icon: Select an icon to represent that category. When registering an occurrence, this icon is displayed in the listing with the color of the related type.
  • Deadlines for dealing: Define the deadlines that will be used when an occurrence is registered with this category. These fields are mandatory.
    • Deadline for Cause Analysis step (days)
    • Deadline for action plan elaboration stage (days)
    • Deadline for the execution stage of the action plan (days)

Fields with * are mandatory.

After filling in the data click on  to complete the registration.

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How to inactivate an occurrence category? https://wiki.qualiex.com/modules/occurrences-en/how-to-inactivate-an-occurrence-category/ Fri, 24 Sep 2021 17:25:52 +0000 https://wiki.qualiex.com/?post_type=docs&p=2158

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If there is an occurrence category that will no longer be used, we can inactivate it.

You must have permission to Manage cause types, categories and classifications.

In the event module click on the Categories tab.

In the category of the event that will be inactivated click on the context menu and select the Inactivate option.

The occurrence category will be inactivated.
To find the categories of inactive occurrences use the filter .

Inactive categories are no longer displayed in the list for selection, occurrences that use this category do not change.

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How to duplicate an occurrence category? https://wiki.qualiex.com/modules/occurrences-en/how-to-duplicate-an-occurrence-category/ Fri, 24 Sep 2021 17:25:14 +0000 https://wiki.qualiex.com/?post_type=docs&p=2156

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If it is necessary to register a new category of occurrence, we can duplicate the category and edit as needed.

You must have permission to Manage cause types, categories and classifications.

In the event module click on the Categories tab.

In the category of occurrence to be duplicated click on the context menu and select the Duplicate option.

Change the data and click  to complete the operation.

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