The Investigation Management application in Serenity Workspace helps EHS teams formalize, track, and resolve investigations stemming from incidents or other organizational concerns. From initial planning through to root cause analysis and final recommendations, the system guides users through a structured, auditable process.
Why Use Investigation Management?
✔️ Ensure consistent, compliant investigation procedures
🔍 Identify true root causes using proven methodologies
📎 Attach and organize evidence, findings, and tasks
📊 Track resolution actions and measure effectiveness
🧾 Maintain a complete digital audit trail
Investigation Management Workflow in Serenity
Each investigation moves through a structured lifecycle:
Planning Stage
Planning is the first step in the investigation process. Here, users define the scope, team, due dates, and tasks that will guide the investigation forward.
Discovery Stage
In this phase, users begin collecting and uploading evidence such as:
Witness statements
Photos and videos
Documents like OSHA forms or reports
All supporting content helps provide a full picture of what occurred.
Root Cause Analysis
This critical stage allows users to select a methodology and break down what really caused the event.
Two methodologies are supported:
Fishbone (Ishikawa) – Categorize and trace contributing factors
Event & Causal Factor (ECF) – Timeline-based analysis with contributing cause mapping
Recommendations Stage
Findings from the RCA are carried into this step, where users:
Add additional findings if needed
Assign Corrective and Preventive Actions (CAPAs)
Use AI to help suggest effective action steps
Closing the Investigation
When the investigation is ready for closure:
Summarize findings and actions
Certify completion
Sign electronically to lock the record
The system supports both early closure (after assignment) and delayed closure (post-completion).