To make incident reporting as easy and intuitive as possible for all employees — especially those outside the EHS team — Serenity offers Custom Intake Forms through our Professional Services Team.
These simplified forms serve as a user-friendly entry point for incident submission and are tailored to meet the specific needs of your organization.
What Are Custom Intake Forms?
Custom intake forms are streamlined, single-screen reporting forms that appear directly on your Serenity homepage. They act as a simplified interface for submitting incident data, making it easier for frontline workers, supervisors, or office staff to report events accurately — without needing to navigate the full incident module.
These forms are built as an abstraction layer that sits on top of Serenity’s incident data model. That means:
The data still lands in your incident database
All core workflows and tracking rules still apply
But the user experience is much easier for non-technical or occasional users
Key Features
Custom forms can include:
✅ Plain-language question formats (e.g., “What happened?” instead of “Incident Description”)
✅ Dynamic field visibility (e.g., show injury questions only if the user selects “Injury” as the category)
✅ Consolidated intake across multiple categories:
Injury & Illness
Spill/Release
Property or Vehicle Damage
✅ Single-screen data entry to reduce friction and increase submission speed
🧠 This helps ensure users provide complete and accurate reports, even if they’re unfamiliar with formal EHS terminology.
How to Get Started
Custom intake forms are available as a professional service engagement. Organizations can work with Serenity’s Services Team to:
Define form structure and required questions
Identify required and optional fields
Design logic for conditional field display
Publish the form to your Serenity homepage
📄 This service is offered through a Statement of Work (SOW). Contact your Serenity Sales or Customer Success representative to initiate a scoping conversation.
When to Consider Custom Intake Forms
You want to improve reporting rates from frontline employees
You need a simpler interface for teams unfamiliar with EHS workflows
You want to ensure complete submissions across multiple incident types
You’re rolling out Serenity to a large, distributed workforce