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pHKapa Setup

pHKapa has two administration areas

  • Key icon → users and access → http://{your-url-for-pHKapa}/access
  • Wrench icon → pHKapa setup → http://{your-url-for-pHKapa}/admin/phkapa

This topic is about pHKapa setup.

    **Please be careful at pHKapa setup**.
    Entering "Tickets" and "Actions", you have total control over fields and its values and you can change data freely.

Classify Tickets

Each ticket are classified with fields like Type, Origin, Process, Activity, Category, Supplier, Priority, Safety, Cause.
Each of these fields are presented on tickets with select boxes containing option values.
Fill up your tables with your business options.

Classify Actions

Actions are registered on PLAN stage.
Each ticket can have many actions, and each action is classified with a Action Type, like corrective, preventive or others.

Classify Action Types

Action types are managed on menu Action Type , and you can have as many as you want.
When checking “Verification” option for Action Type you set “Action Effectiveness” making action and parent ticket to require VERIFY stage.


One important topic is relations between tables.

  • Processes may have many Users associated.
  • Activities and Categories may have many Processes associated.
  • Causes may have many Categories Associated.

Assign one or more Processes to Users

pHKapa allows user only to access self registered tickets or tickets classified with user associated processes.
Same rule to receive notifications.
Imagine at you business you have an employee working for “Administrative Support”, you should create a process for “Administrative Support” and assign it to this user, so he may access tickets classified “Administrative Support”.

  • Goto ( Menu → Users → Edit ).
  • Assign Processes to Users.
  • Remember this feature will set tickets access and notifications for each user.

Be aware that you must check ACCESS, if users are allowed for pHKapa.
Users that does not have allowed for pHKapa or at least for one of it's children, will not be available in pHKapa Setup.
Check users and access at → http://{your-url-for-pHKapa}/access

Assign one or more Activities to Processes

  • Goto ( Menu → Processes → Edit ).
  • Assign Activities to Process.
  • On REGISTER stage when you select a process activities list will be updated with process related activities.

Assign one or more Categories to Processes

  • Goto ( Menu → Processes → Edit ).
  • Assign Categories to Process.
  • On REGISTER stage when you select a process categories list will be updated with process related categories.

Assign one or more Causes to Categories

  • Goto ( Menu → Categories → Edit ).
  • Assign Causes to Category.
  • This will filter Cause options by category at PLAN stage.
phkapaadministration.txt · Last modified: 08/02/2021 16:32 by

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