---
title: "Reporting an Incident"
slug: "reporting-an-incident"
tags: ["v8.2"]
updated: 2026-10-06T22:01:27Z
published: 2026-10-06T22:01:27Z
canonical: "docs.serenityops.com/reporting-an-incident"
---

> ## 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.

# Reporting an Incident

Serenity makes it easy for users to report incidents directly from the homepage, helping your organization respond quickly and consistently to safety events.

## How to Report an Incident

To begin reporting an incident:

1. Go to your Serenity **Home** page
2. Select the **Report an incident** button at the top of the page. You can also select **Report an incident** from the **EHS incidents** list in the Incident & Investigation Management area
3. Complete the form and select **Save**

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/incident-report-button-home.png?sv=2026-02-06&spr=https&st=2026-11-03T18%3A23%3A49Z&se=2026-11-03T19%3A23%3A49Z&sr=c&sp=r&sig=6bjW824Zkl%2Bb0Q4g91TeOtkdDuUEbpUmYHGAQraLRw8%3D)

This opens a form (as shown below), where you can complete all required information.

![](https://cdn.us.document360.io/7951ec8a-9aa7-4a24-82dd-bc5d6b13dc78/Images/Documentation/incident-report-form-current.png?sv=2026-02-06&spr=https&st=2026-11-03T18%3A23%3A49Z&se=2026-11-03T19%3A23%3A49Z&sr=c&sp=r&sig=6bjW824Zkl%2Bb0Q4g91TeOtkdDuUEbpUmYHGAQraLRw8%3D)

### Fields in the Incident Form

Here’s what you’ll need to fill out. Fields marked with an asterisk are required:

| **Field** | **Description** |
| --- | --- |
| **Short description** | A brief summary of the incident (required) |
| **Description** | Additional context or narrative describing what happened |
| **People involved** | Names of any individuals involved or impacted |
| **Establishment** | The site where the incident occurred (required) |
| **Exact location** | A more specific area within the establishment (e.g., Dock 3, Break Room) |
| **Zone** | A specific zone within the establishment (available once an Establishment is selected) |
| **Date of occurrence** | When the incident took place (defaults to the current date and time) |
| **Date reported** | Defaults to the current date and time (can be adjusted if the report is backlogged) |
| **Primary category** | Select the main type of incident: Hazard, Illness, Injury, Near miss, Product defect, Property Damage, Release, Slip/Trip/Fall, or Vehicle Damage |
| **Additional categories** | Optional tags to further classify the event |
| **Reported by** | The person who reported the incident. Search for and select a user |
| **Assignment group** | Optional: specify a group to handle the incident |
| **Assigned to** | Optional: assign a specific person directly |

## Manual vs. Automatic Assignment

You have two options for routing the incident after submission:

- **Manual Assignment:** Fill in the “Assignment group” or “Assigned to” fields
- **Automatic Assignment:** Leave these fields blank. The system will apply your organization’s assignment rules (typically based on Establishment)

**Tip:** Unless you have a specific person or team in mind, it’s recommended to leave assignment fields blank and let the platform route the incident for you.

## Once Submitted…

After clicking **Save**:

- The incident is created in the system
- It will be automatically routed (if not manually assigned)
- Assigned users/groups will be notified via email
- You’ll be able to track the incident’s status and updates

## Who Can Report an Incident?

All Serenity users, regardless of role, can report incidents. This ensures everyone in your organization has the ability to document safety events quickly and accurately.

## Custom Incident Report Forms (Optional)

If your organization has opted for **custom intake forms** as part of your Serenity implementation, you’ll see those forms displayed just below the welcome banner on your homepage, under the **“See something? Say something!”** section.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc5j-k9XeO1EJs09s4VCN5SK6XK4chNCcTrlqyTJsphLooYg5k-np74XH2Rxapf0OnCC2p3BCbfBNPS8CKTvhQAFVR_rSbg0b2eK2_mz0bo_pBxWjhpREx5w14lawP03PuA0kyi1g?key=0AljBKwI0wYz67ygMJMFFpE5)

These custom forms are designed to simplify the reporting process for employees who may not be familiar with EHS systems or technical terminology.

### What Makes These Forms Different?

Unlike the standard “Report an Incident” modal, custom intake forms:

- Present questions in a **plain-language, easy-to-understand format** (e.g., “What happened?” instead of “Description”)
- Combine multiple data types, like injuries, spills, and property damage, into a **single, streamlined form**
- Can use **dynamic logic** to show only relevant questions based on user input
- Are tailored to your organization’s specific terminology and processes

### Customized for Your Team

Every intake form is built specifically for your organization. That means:

- The **questions and layout** will reflect your internal policies and reporting standards
- The **fields shown** may vary from site to site or role to role
- The form can guide users through the entire incident submission process without needing training

**Note:** These forms are typically developed during implementation or by request through a **Statement of Work (SOW)** with Serenity’s Professional Services Team.

### Not Seeing the Forms?

If you don’t see custom forms under your welcome banner, your organization may not have this feature enabled yet. Reach out to your System Admin or Serenity support contact to learn more about whether this is available to you.