The Serenity Workspace is your central hub for managing all Environment, Health, and Safety (EHS) activity. Whether you're managing incidents, tracking inspection results, or reviewing open tasks, everything starts here.
This guide will walk you through the layout so you know where to find what you need.
Top Navigation Bar (Header)
Located at the top of your screen, this bar gives you access to global actions and support options:
Serenity or your company logo: Click to return to your homepage at any time
Workspaces: Switch between the Serenity Workspace (default) and the Analytics Center (advanced reporting).
My Organization: Use this menu to manage access for your organizations users.
Get Support: Choose Submit a Case to contact Serenity support, or My Open Cases to check on cases you have already submitted
Search: Quickly find incidents, inspections, or tasks by keyword
Notifications & Profile: Access recent alerts and manage your user settings including theme and colors.
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Left-Hand Application Navigator
This vertical menu is your main tool for navigating the platform's core modules:
Module Name | What You Can Do |
| View your personalized homepage with your EHS items, items that need attention, recently viewed records, quick links, and your establishments |
| View and create custom dashboards with analytics and data visualizations. |
| For Siteframe customers. Start, complete, and manage safety walks. |
| Report and track injuries, near misses, and other EHS incidents, then assign and complete formal investigations. |
| Create reusable inspection and audit templates and use those templates to perform inspections and audits throughout your organization. |
| Configure risk assessment templates and use those templates to perform risk assessments throughout your organization. |
| Manage a calendar of recurring safety checks, reviews, or approvals. |
| Track findings (e.g. safety concerns and unsafe conditions) and assign corrective and preventive actions with due dates. |
| View and manage your organizational structure, including org units, establishments, zones, processes, assets, vehicles, people, and time card entries. |
| Browse ready-made lists that span modules, such as all incidents, recordable injuries, investigations, inspections, risk assessments, findings, actions, and personnel and time cards |
| Administrators can manage system properties and platform settings that control how Serenity works for your organization. Most users will not need to visit this area. |
Home
Dashboards
Safety Walks
Incident & Investigation Management
Inspection & Audit Management
Operational Risk
Operational Compliance
Findings & Actions
Organization Management
Advanced Lists
SettingsWorking in a Module
Most modules share the same layout, so once you learn one you can find your way around the rest.
Default lists: Ready-made lists in the left panel, grouped by record type (for example, Assigned to you, Assigned to your group, and Open at your establishment)
My lists: Your own personal lists
Filter, Sort by, and Group by: Narrow down and organize the records in the current list. You can also type in the filter boxes under each column heading
Export: Download the records in the current list
Create button: Start a new record from the top right of the list, such as Report an incident, Start new inspection, or New finding
🔐 Security Note
The items shown in the left-hand navigation menu are role-based and depend on the modules enabled for your organization. This means some users may not see all modules, depending on their assigned permissions.
If you believe you’re missing access to a module you need, contact your site administrator or EHS lead.