Method and management system

How are escalation factors found?

An escalation factor is a condition that disables or weakens a barrier — a sensor past its calibration date, a silenced alarm, a task handed to someone unauthorised. To find them, ask one question of every barrier: "what would stop this working?" Each answer is an escalation factor and calls for a secondary barrier of its own. This is the least drawn and most useful part of a bowtie.

One question

Write the same question under every barrier: what would stop this working? The answers are not failures but conditions: overdue maintenance, deliberate bypass, wrong setting, untrained user, an alarm nobody can hear over the noise.

The triple structure

BarrierEscalation factorSecondary barrier
Gas detectorCalibration overdueCalibration schedule and record
Automatic interlockBypassed for maintenanceBypass permit and reinstatement check
Operator interventionOnly one person left on shiftMinimum manning rule
Fire suppressionLow water main pressurePressure monitoring and alarm

Why it is the most valuable part

Barriers rarely break in an instant; they weaken first. Incident reviews return the same picture almost every time: the barrier was there, but it had been degrading for months and nobody was measuring it. The escalation factor column is what turns a bowtie from a drawing into a maintenance programme.

The shared factor trap

If one escalation factor keeps reappearing under several barriers, it has become the biggest risk on the diagram. "Maintenance team understaffed" showing under four barriers means those four barriers are really one.

Where they are drawn

An escalation factor hangs off the barrier, not on the threat line. Placed on the threat line it inflates the diagram, and worse, it breaks the link between a barrier and the thing that weakens it.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is