The Investigation Management module in Serenity is designed to work effectively out of the box, with a streamlined workflow and structure that supports formal incident investigations. While the configuration requirements are lighter compared to the Incident Management module, there are still a few important elements that EHS Admins should review and manage to tailor the system to their organization’s needs.
What Can Be Configured?
Within this section, you’ll find detailed articles on how to customize core elements of the investigation management process, including:
Role-based access to sensitive records
Causal Factor Categories
🛠️ Need More Customization?
Additional configuration options — including advanced workflows, data integrations, and customized investigation forms — may be available through our Professional Services team.
📄 To explore customizations beyond standard admin settings, contact your Serenity Sales Representative to define a Statement of Work (SOW).