---
title: "Configuring Investigation Management"
slug: "configuring-investigation-management-1"
updated: 2025-04-29T21:03:15Z
published: 2025-04-29T21:03:15Z
canonical: "docs.serenityops.com/configuring-investigation-management-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.serenityops.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Investigation Management

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.

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## 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

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## 🛠️ 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).**