---
title: "Custom Intake Forms"
slug: "custom-intake-forms"
updated: 2025-04-29T20:33:02Z
published: 2025-04-29T20:33:02Z
canonical: "docs.serenityops.com/custom-intake-forms"
---

> ## 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.

# Custom Intake Forms

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.

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## 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

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcrci55eW171NFAikgA6E9soO6210POEWRY3WF2e81NsEdaMry2ThhOfF-FHFEbSoqZC3ny7qyFNGafs8KwdLyrdytCE656ukraU2ErtLu-QckkHiCFwAMsxLC5lrhzKGdZIXQwxg?key=0AljBKwI0wYz67ygMJMFFpE5)

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## 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.

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## How to Get Started

Custom intake forms are available as a **professional service engagement**. Organizations can work with Serenity’s Services Team to:

1. Define form structure and required questions
2. Identify required and optional fields
3. Design logic for conditional field display
4. 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.

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## 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