Bowtie Master

Add and edit metadata

Metadata is the additional information that could be added to a barrier. This information can include the barrier type, its condition, owner and location.

Bowtie Master allows users to add customised metadata (i.e titles and colour formats) to the barriers they have identified. Improving the visibility of critical pieces of information related to the controls of your operation. This guide details how to add and delete metadata.

A standard list of metadata types could be created for your organisation via the settings menu.  If you would like to create metadata types for each of the bowties you create have a look at adding new metadata at a bowtie diagram level. 

 

Adding metadata at a bowtie diagram level

Step 1: To add a new type of metadata go to the Metadata Side Menu found on the left-side of the Diagram Editor and click on + METADATA.

Any change you make here only apply to this diagram. Go to the Setting Menu to create a standard list of metadata that apply to all diagrams created.

Step 2: Type in a name for the new metadata that is to be created and click SAVE.

The newly created metadata will be displayed on the Metadata Side Menu.

Step 3: Click on the newly created metadata to edit.

  • Select a colour for the metadata
  • Add in options by clicking on the + OPTION button, type in each option and choose a colour and click SAVE
  • If the metadata requires free text input do not include options, click SAVE

Adding new metadata at a company level

If you would like to set different metadata types for the bowties created in your organisation this can be done in the settings menu. 

Step 1: Go to the SETTINGS Menu and then the METADATA tab

Step 2: Click on the + METADATA field and type in a new name for the metadata that is to be created and click SAVE.

Step 3: The new metadata created will be displayed on the Metadata Types list. To edit the metadata that has been created click on the EDIT METADATA field

  • Select a colour for the metadata
  • Add in options by clicking on the + OPTION, type in each option and choose a colour and click SAVE
  • If the metadata requires a free text input do not include options, click SAVE

Deleting metadata at a bowtie diagram level

Step 1: To delete metadata in the Diagram Editor go to the Metadata Side Menu and click on the metadata that is to be deleted.

Step 2: Click on DELETE.

Step 3: Confirm deletion of metadata by clicking on DELETE METADATA.

This action cannot be undone once completed. This will permanently delete the selected metadata.

Deleting metadata at a company level

Click into the SETTINGS menu and then head to the METADATA tab, click into the ellipsis next to the metadata type that is to be deleted and then click the DELETE METADATA field.