Welcome to BowTiePro Cloud Edition — a web-based risk management platform designed to help organizations visualize, analyze, and manage operational risks using the BowTie methodology.

BowTiePro provides an intuitive way to:

The platform combines visual risk assessment with operational workflows, making it easier for teams to understand and manage complex risks across the organization.

What is the BowTie Methodology?

The BowTie methodology is a visual risk assessment approach that displays:

This structure helps organizations clearly understand how risks are controlled and where weaknesses may exist.

Key Features of BowTiePro Cloud Edition

BowTiePro Cloud Edition includes a wide range of risk management capabilities, including:

Feature Description
BowTie Diagrams Visualize threats, consequences, and controls in an easy-to-understand format.
Hazard Management Organize hazards by cases and operational locations.
Risk Registers Generate centralized risk and hazard registers.
LOPA Analysis Perform Layers of Protection Analysis for additional risk evaluation.
Incident Management Record and investigate incidents directly within the platform.
Deficiency Management Track deficiencies, actions, and corrective measures.
Reporting & Dashboards Generate reports and visualize operational risk metrics.
Administration Controls Configure system settings, classifications, and workflows.

BowTiePro Cloud Edition allows multiple users to collaborate through a centralized cloud database, improving visibility and consistency across the organization.

Benefits of Using BowTiePro Cloud Edition

Organizations use BowTiePro to:

The cloud-based approach also enables easier collaboration and centralized access to risk information across departments and locations.

Who Uses BowTiePro?

BowTiePro is used by:

The platform is designed for both technical specialists and non-specialist users through its visual and easy-to-understand risk modeling approach.

What You Will Learn in This Knowledge Base

This knowledge base will help you learn how to:

BowTiePro Cloud Edition provides organizations with a powerful and visual approach to operational risk management. By combining BowTie analysis, incident management, action tracking, and reporting capabilities into a centralized platform, organizations can improve risk communication, strengthen operational controls, and support continuous safety improvement.

The BowTiePro dashboard provides a centralized overview of operational risks, hazards, controls, incidents, and corrective actions across the organization.

The dashboard is designed to help users quickly monitor:

The visual layout helps both operational teams and management gain quick insight into organizational safety and risk performance.

Accessing the Dashboard

After logging into BowTiePro Cloud Edition, users can access the dashboard from the main navigation menu.

The dashboard opens automatically for many users depending on system configuration and permissions.

Understanding the Dashboard Layout

The dashboard is organized into multiple sections containing charts, graphs, and operational summaries.

These sections may include:

Monitoring Hazards and Risk Distribution

The dashboard provides visual summaries of hazards across:

Organizations can use this information to:

Charts and summaries help simplify large volumes of operational data into easy-to-understand visuals.

Reviewing Controls and Safeguards

BowTiePro dashboards also provide visibility into controls and barriers used to manage operational risks.

Users may review:

This helps organizations evaluate how risks are being managed across different operational environments.

Monitoring Incidents and Deficiencies

Incident-related information may also appear within dashboard summaries.

Users can monitor:

This improves visibility into operational issues requiring attention.

Reviewing Action Tracking Metrics

The dashboard helps teams monitor action management activities, including:

This allows organizations to improve accountability and follow-up management.

Using Dashboard Analytics

The dashboard analytics help management:

The visual format simplifies communication between operational teams and leadership.

Benefits of the Dashboard

Using the BowTiePro dashboard helps organizations:

The dashboard provides a high-level operational overview while still supporting detailed analysis workflows.

The BowTiePro dashboard provides organizations with a centralized and visual overview of operational risks, incidents, actions, and safety performance metrics.

By combining analytics, workflow visibility, and operational summaries into a single interface, the dashboard helps organizations improve oversight, decision-making, and continuous risk management processes.

BowTiePro organizes operational risk information using a structured hierarchy built around:

This structure helps organizations manage large amounts of risk information in a centralized and organized manner.

Understanding how these components work together is important for creating effective BowTie diagrams, LOPA assessments, incident records, and action tracking workflows.

What is a Case?

A Case is a high-level container used to organize operational risk information within BowTiePro.

Cases may represent:

Each case contains its own:

Cases help organizations separate and manage risk information across different operational areas.

What are Locations?

Locations are subdivisions within a case that help organize hazards and operational activities geographically or functionally.

Examples of locations may include:

Locations help organizations:

Understanding Hazards

A Hazard represents a source of potential harm, operational loss, or unwanted events.

Hazards are the central element of BowTie analysis and are linked to:

Examples of hazards may include:

Hazards help organizations identify and manage operational risk systematically.

Relationship Between Cases, Locations, and Hazards

BowTiePro organizes these elements in a hierarchical structure.

Example structure:

Level Description
Case High-level operational or organizational grouping
Location Specific operational area within the case
Hazard Source of operational or safety risk

This structure helps organizations maintain clear separation and organization of operational risk data.

Using Hazards Within BowTie Analysis

Hazards serve as the foundation for BowTie diagrams and LOPA assessments.

Each hazard can include:

This allows organizations to build complete operational risk models around each identified hazard.

Benefits of Structured Organization

Using cases, locations, and hazards helps organizations:

This structure becomes especially valuable in large organizations managing multiple operational environments.

Filtering and Reporting

Cases and locations can also be used for:

This allows management teams to review risk information by:

Best Practices

When organizing cases, locations, and hazards:

Proper organization improves long-term reporting, scalability, and operational visibility.

Cases, locations, and hazards form the foundation of operational risk organization within BowTiePro.

By structuring risk information in a consistent and centralized manner, organizations can improve visibility, simplify risk analysis, strengthen reporting, and support more effective operational safety management.

This quick start guide introduces the basic workflow for getting started with BowTiePro Cloud Edition.

By following these steps, new users can quickly learn how to:

Step 1 — Log In to BowTiePro

Open the BowTiePro Cloud Edition login page and sign in using your assigned credentials.

After logging in, users are typically redirected to the:

depending on permissions and system configuration.

Step 2 — Review the Dashboard

The dashboard provides a centralized overview of:

Reviewing the dashboard helps users understand current operational risk status and outstanding activities.

Step 3 — Understand Cases and Locations

BowTiePro organizes operational data using:

Cases help separate operational environments, while locations organize hazards within each case.

Before creating risk assessments, users should understand how their organization structures operational data.

Step 4 — Create or Review Hazards

Hazards form the foundation of BowTie analysis.

Users can:

Hazards are later used for:

Step 5 — Build BowTie Diagrams

BowTie diagrams visually represent:

These diagrams help teams understand how operational risks are controlled.

Users can:

Step 6 — Perform LOPA Assessments

The LOPA module helps organizations evaluate:

LOPA assessments support deeper operational risk analysis and help evaluate safeguard effectiveness.

Step 7 — Track Actions and Deficiencies

BowTiePro allows users to create and monitor corrective actions.

Users can:

This helps organizations improve accountability and operational follow-up.

Step 8 — Monitor Incidents

The incident management module helps organizations:

This supports operational learning and continuous improvement.

Step 9 — Use Dashboards and Reports

Dashboards and analytics provide visibility into:

Management teams can use this information to improve oversight and decision-making.

Best Practices for New Users

When getting started with BowTiePro:

Taking a structured approach helps users become familiar with the platform more efficiently.

BowTiePro Cloud Edition combines BowTie analysis, LOPA assessments, incident management, action tracking, and dashboards into a centralized operational risk management platform.

By understanding the basic workflow and navigation structure, new users can quickly begin managing hazards, tracking risks, and improving operational safety processes.

Managing operational risk across hazards, controls, incidents, and corrective actions can become difficult without a centralized system. BowTiePro simplifies this process by combining visual risk modeling, incident tracking, action management, and reporting into a single platform.

The platform helps organizations:

BowTiePro provides both operational teams and management with a clear understanding of organizational risk exposure.

Centralized Risk Visibility

BowTiePro centralizes risk-related information across different operational areas and locations. Users can monitor hazards, controls, incidents, and actions from a single environment.

The system helps organizations:

Using BowTie Diagrams for Risk Visualization

BowTie diagrams provide a visual representation of:

This visual approach helps teams better understand how risks are managed and where vulnerabilities may exist.

Monitoring Incidents and Operational Events

BowTiePro includes incident management capabilities that allow organizations to monitor and track operational events.

Incidents can be:

The Incident List screen provides visibility into:

Tracking Corrective Actions

BowTiePro allows teams to manage deficiencies and corrective actions directly within the platform.

Users can:

This ensures identified risks and incidents are actively managed and followed through to closure.

Using Management Dashboards and Analytics

The Management Overview dashboard provides visual analytics that help organizations monitor safety performance and risk exposure.

The dashboard includes:

Improving Safety Governance

BowTiePro supports structured safety governance by combining:

The platform helps organizations maintain consistency across operational safety processes while improving visibility and accountability.

Benefits of Using BowTiePro for Risk Management

Organizations using BowTiePro can benefit from:

BowTiePro simplifies risk management by combining visual risk analysis, incident tracking, corrective action workflows, and management analytics into a centralized platform.

By helping organizations visualize risks, monitor incidents, and track corrective actions, BowTiePro supports safer operations and more effective safety management processes.

A Safety Management System (SMS) is a structured framework used by organizations to identify, assess, manage, and monitor operational risks and safety-related activities.

An SMS helps organizations establish consistent processes for:

The goal of an SMS is to reduce operational risk and improve overall safety performance across the organization.

Purpose of a Safety Management System

An SMS helps organizations move from reactive safety management to a proactive and systematic approach.

Instead of only responding to incidents after they occur, organizations can:

This creates a more structured and controlled operational environment.

Core Components of an SMS

While Safety Management Systems may vary between industries, most SMS frameworks include several common components.

Hazard Identification

Organizations identify operational hazards that could lead to incidents or unsafe conditions.

Examples may include:

Risk Assessment

After hazards are identified, organizations assess:

Risk assessment helps prioritize safety efforts and resources.

Control and Barrier Management

Organizations implement preventive and recovery controls to reduce operational risk.

Examples include:

Incident Management

An SMS includes processes for:

This helps organizations learn from operational events and improve safety performance.

Monitoring and Continuous Improvement

Organizations continuously review:

This supports ongoing improvement of operational safety processes.

Benefits of Using an SMS

Implementing a Safety Management System helps organizations:

How BowTie Methodology Supports SMS

BowTie methodology is commonly used within Safety Management Systems because it provides a clear visual representation of risk.

BowTie diagrams help organizations:

This makes risk information easier to understand and manage.

Role of Technology in Modern SMS Programs

Modern Safety Management Systems often use specialized software platforms to improve efficiency and visibility.

Platforms like BowTiePro help organizations:

Digital systems improve consistency and provide better operational oversight.

A Safety Management System (SMS) provides organizations with a structured framework for managing operational risk, improving safety performance, and supporting continuous improvement.

By combining hazard identification, risk assessment, incident management, and corrective action tracking, organizations can create safer and more reliable operational environments.

BowTiePro helps organizations implement and manage structured safety management frameworks by combining risk visualization, incident management, action tracking, and operational oversight within a centralized platform.

The system supports organizations in:

BowTiePro helps transform safety management processes into structured, traceable, and operational workflows.

Centralized Risk and Safety Management

Safety management frameworks often involve multiple operational processes, departments, and stakeholders.

BowTiePro centralizes these activities within a single environment, helping organizations:

This centralized approach supports stronger governance and operational oversight.

Supporting Hazard Identification and Risk Assessment

BowTiePro supports hazard identification and risk assessment using BowTie methodology and LOPA analysis.

Organizations can:

BowTie diagrams help teams visualize how controls reduce operational risk.

Supporting Incident Management

BowTiePro includes incident management capabilities that help organizations monitor operational events and deficiencies.

The platform allows users to:

Managing Corrective Actions and Deficiencies

Corrective action tracking is a key part of most safety management frameworks.

BowTiePro helps organizations:

Action workflows improve accountability and help ensure identified risks are addressed appropriately.

Using Dashboards and Analytics for Oversight

BowTiePro includes management dashboards and analytics tools that support operational monitoring and safety governance.

The Management Overview dashboard helps organizations review:

Supporting Governance and Administration

BowTiePro includes administrative and configuration tools that help organizations maintain structured governance processes.

Organizations can manage:

This helps maintain consistency across operational safety workflows.

Improving Communication and Visibility

Safety management frameworks often involve multiple operational teams and stakeholders.

BowTiePro improves communication by:

This helps organizations make more informed operational and safety decisions.

Benefits of Using BowTiePro Within Safety Frameworks

Organizations using BowTiePro can benefit from:

BowTiePro supports safety management frameworks by combining risk modeling, incident management, corrective action tracking, analytics, and governance tools into a centralized platform.

By improving visibility, standardizing workflows, and supporting continuous improvement, BowTiePro helps organizations strengthen operational safety management and risk control processes.

Effective operational safety management requires continuous monitoring of risks, incidents, deficiencies, and corrective actions.

BowTiePro helps organizations centralize these activities within a single platform, allowing teams to:

The platform combines risk visualization, incident management, action tracking, and analytics to improve organizational visibility and control.

Monitoring Operational Risks

BowTiePro allows organizations to monitor hazards, threats, controls, and consequences across operational environments.

Using BowTie methodology and LOPA analysis, users can:

BowTie diagrams help operational teams visualize how safeguards reduce risk and where vulnerabilities may exist.

Reviewing Incident Activity

BowTiePro includes incident tracking capabilities that help organizations monitor operational events and investigations.

The Incident List screen provides visibility into:

This helps organizations maintain awareness of operational issues and improve incident follow-up processes.

Managing Corrective Actions

Corrective actions help organizations resolve identified issues and deficiencies.

BowTiePro allows users to:

Action Tracking workflows help ensure operational findings are addressed appropriately.

Using Action Tracking Views

Users can manage corrective activities using:

These views help organizations:

Monitoring Safety Performance with Dashboards

The Management Overview dashboard provides visual analytics for monitoring organizational safety performance.

Users can review:

Dashboards help management identify:

Improving Operational Visibility

Centralized monitoring helps organizations:

Having all operational safety information within one platform improves consistency and decision-making.

Supporting Continuous Improvement

BowTiePro supports continuous improvement by helping organizations:

Regular monitoring helps organizations proactively improve safety performance and operational reliability.

Best Practices

When monitoring risk, incidents, and corrective actions:

Maintaining accurate and up-to-date information improves visibility and strengthens operational risk management.

BowTiePro helps organizations monitor operational risks, incidents, and corrective actions through centralized workflows, dashboards, and analytics.

By improving visibility, accountability, and follow-up management, the platform supports stronger operational safety management and continuous improvement processes.

BowTiePro includes an integrated incident management module that helps organizations record, track, and monitor operational incidents linked to hazards and risk scenarios.

The incident management workflow improves operational visibility by allowing teams to:

Understanding Incident Management

Incidents can be linked directly to hazards within the BowTie framework, helping organizations understand:

This creates a direct connection between operational risk management and incident investigation.

Accessing the Incident Module

To access the incident management module:

  1. Log in to BowTiePro
  2. Navigate to the top menu
  3. Select Incidents

This opens the Incident List screen.

Understanding the Incident List Screen

The Incident List screen provides an overview of recorded incidents within the selected case.

The screen includes:

Users can also:

Creating a New Incident

To create a new incident:

  1. Open the Incidents module
  2. Click Create New
  3. Select the related hazard
  4. Continue to the incident entry workflow
  5. Enter incident details
  6. Save the incident

Completing Incident Details and Investigation Information

After selecting a hazard and clicking Create Incident, BowTiePro opens the Incident Details screen.

This screen allows users to fully document the incident, including:

Recording Threats and Consequences

The Incident Details screen allows investigators to:

This improves traceability between operational hazards and real-world incidents.

Managing Incident Investigations

The Investigation section helps organizations assign responsibility and track investigations.

Users can:

This ensures accountability throughout the investigation lifecycle.

Recording Affected Areas and Injuries

BowTiePro allows users to classify incident impacts, including:

Organizations can also record injured parties and related impact details.

This supports operational reporting and post-incident analysis.

Completing and Closing Incidents

Once investigations are completed, users can:

This helps organizations maintain accurate operational records and track incident resolution status.

Linking Incidents to Hazards

BowTiePro links incidents directly to hazards and operational risk scenarios.

This helps organizations:

Linking incidents to hazards improves traceability and operational learning.

Monitoring Incident Status

Incidents can be monitored throughout their lifecycle.

Organizations can track:

This improves accountability and ensures incidents are properly followed up.

Incident Investigation and Corrective Actions

Incident investigations often result in:

BowTiePro integrates incident workflows with action tracking processes to improve operational follow-up.

Filtering and Searching Incidents

The Incident List screen includes filtering options that help users:

These filters improve visibility for operational teams and management.

Benefits of Incident Management in BowTiePro

Using the incident management module helps organizations:

Centralized incident management also improves reporting consistency across teams.

Best Practices

When managing incidents in BowTiePro:

Consistent incident management improves operational awareness and long-term risk reduction.

BowTiePro helps organizations manage operational incidents through centralized workflows linked directly to hazards and risk scenarios.

By combining incident tracking, hazard linkage, and corrective action management, organizations can improve operational oversight, strengthen investigations, and support continuous improvement.

The Administration section in BowTiePro allows administrators to configure system-wide settings, classifications, risk structures, action tracking workflows, incident categories, and user management options.

To access the Administration area:

  1. Log in to BowTiePro.
  2. Click Admin from the top navigation menu.
  3. Select the required configuration section.

Administration Configuration Areas

Section Purpose
Cases, Locations and Security Configure operational cases, locations, and security permissions.
Security Roles Define role-based access permissions for users.
Users Manage user accounts and user access.
Terminology Customize terminology used throughout the platform.
Overall Settings Configure global system settings.
Diagram Options Configure diagram display and visualization settings.
General Hazard Import Import hazard data into the system.
Import Hazards Register Report Upload and manage hazard register information.

Common Items Configuration

Configuration Area Description
Setup Risk Matrix Configure organizational risk matrices and scoring.
Competence Define competence categories and requirements.
Post Configure organizational positions or posts.
Document Type Define document classifications.
Documents Manage document references and supporting files.
Safety Critical Activities Configure safety-critical activity categories.
Currency Define currencies used in cost tracking.
Hazard Type Configure hazard classifications.
Hazard Category Configure hazard categories.
Threat Type Define threat classifications.

Control Categories Configuration

Configuration Area Description
Types Configure control types.
Codes Define control identification codes.
Effectiveness Configure effectiveness ratings for controls.
Functions Define control functions.
Status Configure control status categories.
Criticality Level Define control criticality levels.

Human Factor Categories

Configuration Area Description
Error Types Configure human error classifications.
Types Define human factor types.
Failure Classes Configure failure classification categories.

Action Tracking Configuration

Configuration Area Description
Action Tracking Questions Configure action-related questionnaires.
Priority Define action priority levels.
Reject Reasons Configure rejection reasons for actions.
Action Tracking Statuses Define action workflow statuses.

.Layers of Protection Configuration

Configuration Area Description
Enabling Factors Configure enabling factor categories.
Condition Modifier Define condition modifiers.
Acceptance Criteria Configure risk acceptance criteria.
Equipment Categories Define equipment classifications.
Equipment Manage equipment definitions.

Incident Configuration

Configuration Area Description
Employ Type Configure employment classifications.
Immediate Cause Classifications Define immediate incident causes.
PreCondition Classifications Configure precondition classifications.
Underlying Cause Classifications Define root and underlying causes.

Best Practices for Administration Settings

The Administration module in BowTiePro provides centralized control over system configuration, classifications, workflows, and governance settings. Proper configuration helps organizations standardize risk management processes, improve reporting consistency, and maintain effective operational oversight.

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