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:

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:

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:

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:

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:

This provides flexibility for different operational and management needs.

Progress Monitoring

Users can monitor:

This helps improve operational visibility and follow-up management.

Benefits of Using Action Tracking

Using the Action Tracking module helps organizations:

Relationship with Other BowTiePro Modules

The Action Tracking module integrates closely with:

This integration helps organizations manage risks and follow-up activities within a single system.

Best Practices

When using Action Tracking:

Maintaining accurate action records helps improve operational control and long-term risk management.

The Action Tracking workflow in BowTiePro helps organizations manage corrective and preventive actions in a structured and traceable manner.

The workflow allows users to:

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:

  1. Log in to BowTiePro.
  2. Navigate to the top navigation menu.
  3. 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:

  1. Action identification
  2. Action assignment
  3. Progress tracking
  4. Review and follow-up
  5. 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:

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:

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:

This layout is useful for operational reviews and workflow monitoring.

Filtering and Monitoring Actions

Users can apply filters to:

This helps improve visibility and operational follow-up.

Benefits of the Workflow

The Action Tracking workflow helps organizations:

Best Practices

When managing actions in BowTiePro:

The Action Tracking module in BowTiePro allows users to create, assign, and manage actions related to operational risks, deficiencies, audits, and assessments.

Actions help organizations ensure that identified issues are properly tracked and resolved through a structured workflow.

Accessing the Action Tracking Module

To create a new action:

  1. Log in to BowTiePro.
  2. Navigate to the top navigation menu.
  3. Select Actions.
  4. Open the Action List screen.
  5. Click Create New.

Creating a New Action

When creating a new action, users must provide the required action details.

The Action Details screen includes fields for:

These fields help organizations manage accountability and track corrective activities effectively.

Entering the Action Description

The Description field is used to define the issue or task that needs to be addressed.

Action descriptions should:

Example:

Review and update operational maintenance procedures for critical equipment.

Assigning the Responsible Party

The Action Party field allows users to assign responsibility for completing the action.

This helps:

Users can select the responsible person or team from the available list.

Setting the Priority

The Priority field defines the urgency or importance of the action.

Prioritization helps organizations:

Priority levels may vary depending on system configuration.

Defining the Target Date

The Target Date field specifies when the action should be completed.

Users can:

Setting realistic deadlines helps improve workflow management and action completion.

Adding Action Details

The Action Details section provides additional information related to the corrective or preventive activity.

This section may include:

Providing complete details improves clarity for the assigned party.

Recording Cost Information

Users can optionally define:

This helps organizations track operational or corrective action expenses when required.

Saving the Action

After entering all required information:

  1. Review the action details.
  2. Click Save & Close.

The action will then appear within:

Managing Assigned Actions

Once created, assigned actions can be:

This ensures all activities remain traceable throughout the action lifecycle.

Best Practices

When creating and assigning actions:

Maintaining accurate action records helps improve accountability and operational risk management.

The Action List screen in BowTiePro provides a centralized location for viewing and managing all actions within the selected case or location.

The screen allows users to:

This helps organizations maintain visibility and control over corrective and preventive activities.

Accessing the Action List Screen

To open the Action List screen:

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

The system opens the Action List screen automatically.

Understanding the Action List Layout

The Action List screen contains several sections used for filtering and managing actions.

Typical sections include:

The list view helps users quickly locate and monitor actions across the organization.

Using Filters

The filter section allows users to narrow down displayed results.

Available filters may include:

Filtering helps users focus on specific actions or operational areas.

Searching for Actions

The search field can be used to locate actions using keywords or descriptions.

This helps users quickly find:

Viewing Overdue and Open Actions

The screen includes options for displaying:

These filters help organizations prioritize unresolved or delayed activities.

Understanding the Action Table

The action table displays detailed information about each action.

Typical columns may include:

Users can select actions directly from the table to review or update details.

Creating New Actions

Users can create new actions directly from the Action List screen.

To create a new action:

  1. Click Create New
  2. Enter the required action information
  3. Save the action

New actions are automatically added to the list after saving.

Exporting Action Data

The Action List screen supports exporting action information.

Users can click:

to generate downloadable reports for:

Managing Actions from the List

Users can open actions directly from the list to:

This helps maintain centralized workflow management.

Best Practices

When using the Action List screen:

Proper use of the Action List screen helps organizations improve accountability, visibility, and operational follow-up management.

The Action Board View in BowTiePro provides a visual workflow-based layout for managing actions and tracking progress.

Unlike the Action List view, the board view organizes actions into workflow stages, making it easier to:

The board layout is especially useful during operational reviews and team management activities.

Accessing the Action Board View

To open the Action Board View:

  1. Log in to BowTiePro.
  2. Navigate to the top navigation menu.
  3. Select Actions.
  4. Open the Board view option.

The system will display actions grouped into workflow columns.

Understanding the Board Layout

The board view organizes actions into separate workflow stages or categories.

Each card on the board represents an individual action.

Depending on system configuration, columns may represent:

This visual structure helps users quickly understand overall operational status.

Understanding Action Cards

Each action card may display:

This allows users to review important action details directly from the board view.

Monitoring Workflow Progress

The board view helps users track how actions move through different workflow stages.

Users can quickly identify:

This improves visibility across operational teams.

Reviewing Action Details

Users can open action records directly from the board view.

Selecting an action allows users to:

This helps maintain centralized workflow management.

Using the Board View for Operational Reviews

The Action Board View is useful for:

The visual layout simplifies tracking and improves communication between teams.

Benefits of the Action Board View

Using the board view helps organizations:

Best Practices

When using the Action Board View:

Maintaining an updated board helps improve operational oversight and action management efficiency.

BowTiePro allows users to update and manage action information throughout the action lifecycle.

Editing action details helps organizations:

Users can edit actions directly from the Action List or Action Board views.

Opening an Action

To edit an existing action:

  1. Log in to BowTiePro.
  2. Navigate to the Actions module.
  3. Open either:
    • Action List view
    • Action Board view
  4. Select the required action.

The Action Details screen will open.

Understanding the Action Details Screen

The Action Details screen contains all information related to the selected action.

Typical fields include:

This screen is used to manage and update the action throughout its lifecycle.

Editing the Action Description

The Description field can be updated to provide more accurate or detailed information about the required activity.

Descriptions should:

Updating the Assigned Party

The Action Party field allows users to reassign ownership of the action when required.

This may be necessary if:

Keeping ownership updated helps maintain accountability.

Changing Priority Levels

The Priority field can be modified to reflect changing operational risk levels or business requirements.

Priority updates help organizations:

Updating the Target Date

Users can revise the Target Date when timelines change.

Target dates should remain:

Updated dates help improve tracking and reporting accuracy.

Editing Action Details and Notes

The Action Details section allows users to:

Maintaining detailed notes improves communication and audit traceability.

Saving Changes

After updating the required fields:

  1. Review all changes carefully.
  2. Click Save or Save & Close.

The updated information will immediately appear within:

Benefits of Keeping Action Details Updated

Maintaining accurate action information helps organizations:

Best Practices

When editing action details:

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