Gathering risk scenarios & incident information, and updating them can be an intense job, especially if the available data is scattered over multiple files and multiple formats. Often clients have the need to merge parts of data from different sources and tend to ask for help to do this in a decent manner. Luckily the BowTieXP software supports this need through different methods. The purpose of this blog is to make this job easier by providing you with handles for future importing of data.

Part 3: Preparing and importing new data via ‘Import Entities’ method

This part of the importing data series will show you how to easily move entities such as job titles, hazard types and action categories, from one bowtie file into another. This tutorial blog covers the following aspects:

  • Difference between BowTieXP Standard and Advanced
  • No need for data preparation
  • Importing data via the ‘Import Entities’ method

BowTieXP Standard vs. Advanced

Compared to the method described in part 2 ‘Importing External Data’ you won’t need any (knowledge of) Excel files. The import entities, described in this blog, is the only method which is available for both the standard and the advanced edition of BowTieXP. However, based on your version of the software, less or more entity categories will be available for selection. The same goes for having additional modules installed (e.g. IncidentXP or AuditXP). Basic categories are available in any version of the software: diagram display option profiles, treeview filter profiles, risk matrices, treeview tooltips, type and property descriptions and bowtie groups. The activated license for BowTieXP is deciding for the availability of other categories.

Figure 1: import entities with Advanced versus Standard

No need for data preparation

In contrast to the methods described in part 1 and 2, there is no need to prepare the data in any specific way. The only piece of data really needed is the BowTieXP file (.btf) which contains the necessary information. Bear in mind that only files created by the same or older version of the installed software can be used (e.g. if the installed version is 9.0.5, btf files from 9.2.3 can’t be used), otherwise the software won’t be able to load the information.

Figure 2: incompatible version error

So, to be able to use this method, make sure that:

  • you save the relevant file in a convenient place
  • the installed version of BowTieXP is same or more recent than the source file
  • You have the correct license activated

Importing data via ‘Import Entities’ method

To import the data using the import entities method the following steps can be used:

  1. Open BowTieXP, and optionally the BowTieXP file where you want to import the data;
  2. Go to ‘File’ > ‘Import entities…’ or use key combination ‘CTRL’ + ‘I’;
  3. Locate the file which contains the data you want to import and click ‘Open’;

Figure 3: import data from another bowtie file

4. In the popup window, select the entities you want to import from the source file. After doing so press ‘OK’;

Figure 4: select the entities for import

5. The information in the popup window will be updated stating that the importing process is finished. The imported entities should now be visible in BowTieXP.

Figure 5: finishing the import

Congratulations, you have successfully imported data via ‘Import External Data’.