--- title: "Navigating Your Serenity Workspace" slug: "navigating-your-workspace" tags: ["v8.2"] updated: 2026-10-06T20:55:47Z published: 2026-10-06T20:55:47Z canonical: "docs.serenityops.com/navigating-your-workspace" --- > ## 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. # Navigating Your Serenity Workspace 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. ![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/image(250).png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) --- ## Left-Hand Application Navigator This vertical menu is your main tool for navigating the platform's core modules: | **Module Name** | **What You Can Do** | | --- | --- | | ![Home icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-home.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Home | View your personalized homepage with your EHS items, items that need attention, recently viewed records, quick links, and your establishments | | ![Dashboards icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-dashboards.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Dashboards | View and create custom dashboards with analytics and data visualizations. | | ![Safety Walk icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-safety.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Safety Walks | For Siteframe customers. Start, complete, and manage safety walks. | | ![Incident & Investigation Management icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-incident.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Incident & Investigation Management | Report and track injuries, near misses, and other EHS incidents, then assign and complete formal investigations. | | ![Inspection & Audit Management icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-inspection.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Inspection & Audit Management | Create reusable inspection and audit templates and use those templates to perform inspections and audits throughout your organization. | | ![Operational Risk icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-risk.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Operational Risk | Configure risk assessment templates and use those templates to perform risk assessments throughout your organization. | | ![Operational Compliance icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-compliance.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Operational Compliance | Manage a calendar of recurring safety checks, reviews, or approvals. | | ![Findings & Actions icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-findings.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Findings & Actions | Track findings (e.g. safety concerns and unsafe conditions) and assign corrective and preventive actions with due dates. | | ![Organization Management icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-organization.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Organization Management | View and manage your organizational structure, including org units, establishments, zones, processes, assets, vehicles, people, and time card entries. | | ![Advanced Lists icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-advanced.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Advanced Lists | Browse ready-made lists that span modules, such as all incidents, recordable injuries, investigations, inspections, risk assessments, findings, actions, and personnel and time cards | | ![Settings icon](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/nav-settings.png?sv=2026-02-06&spr=https&st=2026-11-03T19%3A08%3A39Z&se=2026-11-03T20%3A08%3A39Z&sr=c&sp=r&sig=MT1Kh496MIZpXZUj4y8Blu3hewPv9PUcpojesES0%2Fms%3D) Settings | 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. | ## Working 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.