Types of occurrences – Wiki https://wiki.qualiex.com Base de Conhecimento Sobre o Software da Qualidade Qualiex Fri, 24 Sep 2021 17:24:27 +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 Types of occurrences – Wiki https://wiki.qualiex.com 32 32 How to register a type of occurrence? https://wiki.qualiex.com/modules/occurrences-en/how-to-register-a-type-of-occurrence/ Fri, 24 Sep 2021 17:24:27 +0000 https://wiki.qualiex.com/?post_type=docs&p=2154

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In order 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 an occurrence category.

The type is the comprehensive classification of the occurrence and the category aims to type it in a more specific way corresponding to the selected type.

Exemplification of the type and category of the occurrence

Register an occurrence type

In the occurrence module, click on the Types tab.

Required to “Manage types, categories and cause classifications.”

To add a new type, click .

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

  • Title: Enter the name of the type to be registered.
  • Description: If you need a description about the type, enter it in this field.
  • Color: Select a color to represent that type. When registering an occurrence, this icon is displayed in the listing with the color of the related type.

Fields with * are mandatory.

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

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]]> How to inactivate a type of occurrence? https://wiki.qualiex.com/modules/occurrences-en/how-to-inactivate-a-type-of-occurrence/ Fri, 24 Sep 2021 17:23:48 +0000 https://wiki.qualiex.com/?post_type=docs&p=2152

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If there is a type of occurrence that will no longer be used, we can inactivate it.
You must have permission to Manage cause types, categories and classifications.
In the occurrence module, click on the Types tab.

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

The cause classification will be inactivated.
To find inactive cause classifications use the filter .

Inactive occurrence types are no longer displayed in the list for selection, occurrences using this type are unchanged.

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]]> How to duplicate an occurrence type? https://wiki.qualiex.com/modules/occurrences-en/how-to-duplicate-an-occurrence-type/ Fri, 24 Sep 2021 17:22:59 +0000 https://wiki.qualiex.com/?post_type=docs&p=2150

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

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

In the occurrence module, click on the Types tab.

In the type 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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