The Action Tracking workflow in BowTiePro helps organizations manage corrective and preventive actions in a structured and traceable manner.
The workflow allows users to:
- Create actions
- Assign responsibilities
- Monitor progress
- Track deficiencies
- Review outstanding items
- Close completed actions
The module is designed to support operational risk management and ensure follow-up activities are properly managed.
Accessing the Action Tracking Module
To open the Action Tracking module:
- Log in to BowTiePro.
- Navigate to the top navigation menu.
- Select Actions.
The module opens on the Action List screen where users can search, filter, and manage actions.
Understanding the Workflow Structure
The Action Tracking workflow is designed around the lifecycle of an action from creation through completion.
A typical workflow includes:
- Action identification
- Action assignment
- Progress tracking
- Review and follow-up
- Action closure
Each action remains traceable throughout the process.
Action Lifecycle
Actions move through different operational stages during their lifecycle.
Open Actions
Newly created actions are initially considered open and require assignment and follow-up.
In-Progress Actions
Once assigned, actions may move into an active working state while corrective activities are being performed.
Review Stage
Actions may require review or verification before closure to ensure the issue has been resolved appropriately.
Closed Actions
Completed and approved actions can be closed once all required activities are finalized.
Using the Action List Screen
The Action List screen provides a centralized view of all actions within the selected case or location.
Users can:
- Filter actions
- Search by description
- View overdue items
- Display open actions only
- Export results to Excel
The list view helps users quickly identify outstanding work and monitor action status.
Understanding Action Details
Each action contains detailed information used throughout the workflow.
Typical action details include:
- Action description
- Responsible party
- Priority
- Target date
- Supporting notes
- Cost information
These details help teams manage accountability and progress tracking.
Using the Action Board View
The Action Board view provides an alternative visual layout for monitoring actions.
The board view helps users:
- Visualize workflow stages
- Review open items
- Track operational progress
- Monitor active deficiencies
This layout is useful for operational reviews and workflow monitoring.
Filtering and Monitoring Actions
Users can apply filters to:
- Show overdue actions
- Display open items only
- Show assigned actions
- Filter by type
- Filter by location
This helps improve visibility and operational follow-up.
Benefits of the Workflow
The Action Tracking workflow helps organizations:
- Improve accountability
- Monitor unresolved issues
- Maintain audit traceability
- Reduce missed follow-ups
- Improve operational oversight
- Ensure corrective actions are completed
Best Practices
When managing actions in BowTiePro:
- Keep action descriptions clear and specific
- Assign responsible owners
- Monitor overdue actions regularly
- Update action progress consistently
- Review actions before closure
- Use filters and board views for operational visibility