The Action Tracking module in BowTiePro helps organizations manage, monitor, and follow up on actions related to hazards, controls, deficiencies, audits, and risk assessments.
It provides a centralized system for:
- Creating actions
- Assigning responsibilities
- Tracking progress
- Managing deficiencies
- Monitoring due dates
- Reviewing action status
The module supports ongoing operational risk management by ensuring corrective and preventive actions are properly documented and completed.
Purpose of Action Tracking
Action Tracking helps organizations ensure that identified issues and risk-related tasks are addressed in a structured and traceable manner.
Actions may be created from:
- Hazard reviews
- BowTie assessments
- LOPA studies
- Deficiency reviews
- Audits and inspections
- Incident investigations
- Operational observations
The module helps teams maintain accountability and visibility across all outstanding activities.
Key Features of Action Tracking
The Action Tracking module includes several core capabilities.
Action Creation
Users can create actions linked to specific hazards, controls, deficiencies, or operational findings.
Actions may include:
- Description
- Owner
- Priority
- Due date
- Status
- Supporting notes
Action Assignment
Actions can be assigned to responsible users or teams to ensure accountability and ownership.
Workflow Management
The module supports action lifecycle management, including:
- Open actions
- In-progress actions
- Review stages
- Closed actions
This helps organizations monitor completion progress effectively.
Deficiency Management
Deficiencies identified during reviews or assessments can be linked directly to actions for follow-up and remediation.
Board and List Views
Actions can be viewed using:
- List-based layouts
- Board-style workflow views
This provides flexibility for different operational and management needs.
Progress Monitoring
Users can monitor:
- Due dates
- Overdue actions
- Completion status
- Review progress
- Linked deficiencies
This helps improve operational visibility and follow-up management.
Benefits of Using Action Tracking
Using the Action Tracking module helps organizations:
- Improve accountability
- Reduce unresolved deficiencies
- Track corrective actions efficiently
- Improve audit readiness
- Strengthen operational risk management
- Maintain clear action ownership
- Improve visibility across teams
Relationship with Other BowTiePro Modules
The Action Tracking module integrates closely with:
- Hazards
- BowTie diagrams
- LOPA assessments
- Deficiency management
- Risk reviews
This integration helps organizations manage risks and follow-up activities within a single system.
Best Practices
When using Action Tracking:
- Create clear and actionable descriptions
- Assign responsible owners
- Set realistic due dates
- Regularly review overdue actions
- Keep action statuses updated
- Link deficiencies where applicable
Maintaining accurate action records helps improve operational control and long-term risk management.