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:
- Identify hazards and threats
- Visualize controls and barriers
- Monitor incidents and deficiencies
- Track corrective actions
- Analyze risk trends
- Support safety governance workflows
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:
- Reduce fragmented risk management processes
- Improve visibility into operational risks
- Standardize safety workflows
- Improve accountability across teams
Using BowTie Diagrams for Risk Visualization
BowTie diagrams provide a visual representation of:
- Hazards
- Threats
- Consequences
- Preventive controls
- Recovery controls
- Escalation factors
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:
- Logged and categorized
- Linked to hazards
- Reviewed by management
- Tracked through corrective action workflows
The Incident List screen provides visibility into:
- Incident references
- Hazard relationships
- Incident status
- Open investigations
- Target completion dates

Tracking Corrective Actions
BowTiePro allows teams to manage deficiencies and corrective actions directly within the platform.
Users can:
- Create actions
- Assign responsibilities
- Set priorities
- Track deadlines
- Monitor completion status
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:
- Hazards by location
- Hazards by category
- Controls by type
- Risk distribution charts
- Organizational risk trends

Improving Safety Governance
BowTiePro supports structured safety governance by combining:
- Risk modeling
- Incident management
- Corrective action tracking
- Reporting
- Administrative controls
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:
- Improved operational visibility
- Centralized risk management
- Better incident oversight
- Faster corrective action tracking
- Simplified safety reporting
- Enhanced communication between teams
- Improved compliance and governance workflows
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:
- Hazard identification
- Risk assessment
- Incident management
- Corrective action tracking
- Operational monitoring
- Continuous improvement
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:
- Identify hazards early
- Implement preventive controls
- Monitor operational risks continuously
- Track deficiencies and corrective actions
- Improve decision-making using safety data
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:
- Equipment failures
- Human error
- Environmental hazards
- Process deviations
Risk Assessment
After hazards are identified, organizations assess:
- Threat likelihood
- Potential consequences
- Existing safeguards
- Residual risk levels
Risk assessment helps prioritize safety efforts and resources.
Control and Barrier Management
Organizations implement preventive and recovery controls to reduce operational risk.
Examples include:
- Safety procedures
- Engineering controls
- Training programs
- Emergency response measures
Incident Management
An SMS includes processes for:
- Recording incidents
- Investigating root causes
- Managing corrective actions
- Tracking deficiencies
This helps organizations learn from operational events and improve safety performance.
Monitoring and Continuous Improvement
Organizations continuously review:
- Safety performance
- Risk trends
- Incident data
- Action completion
- Control effectiveness
This supports ongoing improvement of operational safety processes.
Benefits of Using an SMS
Implementing a Safety Management System helps organizations:
- Improve operational safety
- Reduce incidents and deficiencies
- Strengthen compliance efforts
- Improve accountability
- Standardize risk management processes
- Enhance communication across teams
- Support continuous operational improvement
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:
- Understand hazard relationships
- Identify preventive controls
- Visualize recovery measures
- Analyze escalation factors
- Improve communication between operational teams
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:
- Centralize safety information
- Track incidents and actions
- Visualize operational risks
- Monitor control effectiveness
- Generate management reports
- Support governance and compliance workflows
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:
- Identifying hazards
- Managing operational risks
- Tracking incidents
- Monitoring corrective actions
- Improving governance
- Supporting continuous improvement activities
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:
- Standardize risk management processes
- Improve operational visibility
- Reduce fragmented workflows
- Improve accountability
- Maintain consistent safety practices
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:
- Define hazards
- Identify threats and consequences
- Configure preventive and recovery controls
- Analyze escalation factors
- Evaluate residual risk levels
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:
- Record incidents
- Track investigations
- Review hazard relationships
- Monitor target completion dates
- Follow corrective workflows

Managing Corrective Actions and Deficiencies
Corrective action tracking is a key part of most safety management frameworks.
BowTiePro helps organizations:
- Create actions
- Assign responsibilities
- Set priorities
- Track deadlines
- Monitor completion progress
- Manage deficiencies
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:
- Hazards by location
- Controls by category
- Risk distribution
- Operational trends
- Organizational safety performance

Supporting Governance and Administration
BowTiePro includes administrative and configuration tools that help organizations maintain structured governance processes.
Organizations can manage:
- Users and permissions
- Risk matrices
- Hazard categories
- Control classifications
- Action tracking settings
- Operational terminology
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:
- Providing visual risk representations
- Centralizing operational data
- Standardizing workflows
- Improving visibility into actions and incidents
This helps organizations make more informed operational and safety decisions.
Benefits of Using BowTiePro Within Safety Frameworks
Organizations using BowTiePro can benefit from:
- Improved operational oversight
- Better hazard visibility
- Stronger corrective action management
- Improved incident tracking
- Centralized safety governance
- Better reporting and analytics
- Enhanced accountability across teams
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:
- Monitor operational risks
- Review incident trends
- Track corrective actions
- Identify unresolved deficiencies
- Improve operational oversight
- Support continuous improvement
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:
- Identify high-risk scenarios
- Review control effectiveness
- Monitor escalation factors
- Evaluate residual risk
- Analyze protection layers
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:
- Incident references
- Related hazards
- Incident status
- Investigation progress
- Target dates
- Open deficiencies
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:
- Create actions
- Assign responsibilities
- Set priorities
- Track progress
- Monitor overdue items
- Review completion status
Action Tracking workflows help ensure operational findings are addressed appropriately.
Using Action Tracking Views
Users can manage corrective activities using:
- Action List view
- Action Board view
These views help organizations:
- Monitor workloads
- Review workflow progress
- Track unresolved items
- Improve accountability

Monitoring Safety Performance with Dashboards
The Management Overview dashboard provides visual analytics for monitoring organizational safety performance.
Users can review:
- Hazards by location
- Risk distribution
- Controls by category
- Operational trends
- Safety performance indicators
Dashboards help management identify:
- High-risk areas
- Operational trends
- Recurring issues
- Areas requiring additional controls

Improving Operational Visibility
Centralized monitoring helps organizations:
- Improve communication between teams
- Reduce missed follow-ups
- Improve accountability
- Support operational reviews
- Improve management reporting
Having all operational safety information within one platform improves consistency and decision-making.
Supporting Continuous Improvement
BowTiePro supports continuous improvement by helping organizations:
- Track recurring issues
- Monitor unresolved deficiencies
- Review incident trends
- Improve corrective action processes
- Strengthen operational controls
Regular monitoring helps organizations proactively improve safety performance and operational reliability.
Best Practices
When monitoring risk, incidents, and corrective actions:
- Review dashboards regularly
- Monitor overdue actions closely
- Keep incident records updated
- Verify corrective actions are completed
- Review operational trends frequently
- Reassess risks after significant operational changes
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:
- Record incidents
- Link incidents to hazards
- Monitor investigation progress
- Track corrective actions
- Review open and closed incidents
- Improve operational learning
Understanding Incident Management
Incidents can be linked directly to hazards within the BowTie framework, helping organizations understand:
- What happened
- Which hazard was involved
- Which controls may have failed
- What corrective actions are required
This creates a direct connection between operational risk management and incident investigation.
Accessing the Incident Module
To access the incident management module:
- Log in to BowTiePro
- Navigate to the top menu
- 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:
- Incident reference numbers
- Incident descriptions
- Incident types
- Associated hazards
- Target dates
- Incident status
- Open or overdue items
Users can also:
- Filter incidents
- Search by location
- Export incident data
- View open incidents only
Creating a New Incident
To create a new incident:
- Open the Incidents module
- Click Create New
- Select the related hazard
- Continue to the incident entry workflow
- Enter incident details
- 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:
- Incident reference number
- Incident type
- Incident description
- Damage information
- Threats that caused the incident
- Investigation details
- Assessment team members
- Affected areas
- Injured parties
- Completion and closeout information

Recording Threats and Consequences
The Incident Details screen allows investigators to:
- Link the incident to an existing threat
- Identify contributing factors
- Record whether the top event was released
- Document operational consequences
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:
- Assign a team lead
- Add assessment team members
- Define investigation target dates
- Track investigation progress
This ensures accountability throughout the investigation lifecycle.

Recording Affected Areas and Injuries
BowTiePro allows users to classify incident impacts, including:
- People
- Assets
- Environment
- Reputation
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:
- Record the final report date
- Mark incidents as completed
- Close out investigations
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:
- Analyze recurring operational failures
- Identify weak controls
- Monitor trends
- Improve risk mitigation strategies
Linking incidents to hazards improves traceability and operational learning.
Monitoring Incident Status
Incidents can be monitored throughout their lifecycle.
Organizations can track:
- Open incidents
- Investigation progress
- Outstanding deficiencies
- Overdue activities
- Resolution status
This improves accountability and ensures incidents are properly followed up.
Incident Investigation and Corrective Actions
Incident investigations often result in:
- Corrective actions
- Operational reviews
- Additional controls
- Updated procedures
- Risk reassessments
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:
- View incidents by location
- Review open incidents only
- Monitor overdue items
- Search by case or hazard
These filters improve visibility for operational teams and management.
Benefits of Incident Management in BowTiePro
Using the incident management module helps organizations:
- Improve operational visibility
- Standardize incident tracking
- Improve follow-up management
- Support investigations
- Reduce recurring incidents
- Strengthen safety oversight
Centralized incident management also improves reporting consistency across teams.
Best Practices
When managing incidents in BowTiePro:
- Record incidents as early as possible
- Link incidents to the correct hazard
- Keep investigation details updated
- Track corrective actions regularly
- Review recurring trends
- Monitor overdue items closely
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:
- Log in to BowTiePro.
- Click Admin from the top navigation menu.
- 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
- Standardize classifications before creating hazards and incidents.
- Use consistent naming conventions across all categories.
- Limit administrative access to authorized personnel only.
- Regularly review risk matrices and acceptance criteria.
- Periodically audit user roles and permissions.
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.