Before your team can fully utilize Serenity, it’s important to configure your organization’s structure. This includes managing access, setting up your sites and departments, and defining assets and operational areas.
All of these settings can be accessed from the My Organization menu in the top navigation bar.
Access Management
Access Management allows you to control who has visibility into what, based on their role, group, and assigned responsibilities.
From this section, administrators can:
Add or remove users
Define group memberships for task routing
Assign permissions to users and groups
Setup automated user and group provisioning with Azure Entra ID
Managing Your Organization Hierarchy
Organizing your company’s structure in Serenity ensures that data, workflows, and reporting are aligned to how your team operates in the real world. The following components make up that hierarchy:
Organizational Units (Org Units)
Org Units represent high-level segments of your business, such as Divisions or Business Lines. Use them to group similar establishments or operational functions.
Establishments
An Establishment is a physical location or site (e.g., Central Office, Coastal Headquarters). These are used to:
Assign site-specific tasks, incidents, inspections
Filter data and reporting
Set site ownership and assignment rules
Comply with OSHA Recordkeeping requirements
Zones (Departments, Shops, Work Areas)
Zones are subdivisions within an establishment, such as:
Departments (e.g., Production, Warehousing, Shipping/Receiving)
Work Areas (e.g., Welding Bay, Receiving Dock)
Use Zones to help guide teams towards the specific areas within a site where tasks are to be performed.
Processes
You can also define Processes that occur within each zone or establishment — for example:
Receiving
Shipping
Picking/Packing
Finished goods assembly
Assets & Vehicles
Assets
Track fixed or movable assets that are part of your operations:
Eyewash stations
Fire extinguishers
Forklifts
Production machinery
Vehicle Fleet
Define and manage company vehicles used in your operations. This is useful for:
Vehicle inspections
Tracking issue and corrective/preventive action history related to fleet assets
💡 Both Assets and Vehicles are optional modules and can be enabled based on your organization’s needs.