Risk assessments can be started directly from several locations within Serenity, giving users the flexibility to initiate assessments wherever they are working — from the home dashboard, from the Risk Center, or directly from a specific risk assessment template.
Starting a Risk Assessment from the Home Page
From the Serenity Home Page, users can quickly start a new assessment through the main action menu:
Click the Report an incident dropdown at the top of the page.
Select New risk assessment.
This option is ideal for users who want to start an ad-hoc or one-time risk assessment, such as a Job Hazard Analysis or equipment-specific review.
Starting a Risk Assessment from the Risk Center
You can also initiate a new assessment directly from the Risk Center workspace:
Navigate to Workspaces → Risk Assessments.
Click Start new assessment in the upper right corner of the page.
This opens the same guided workflow used across the platform.
Starting from a Risk Assessment Template
If you already know which template you’d like to use (for example, Job Hazard Analysis or Equipment Risk Assessment), you can also start directly from that template:
Navigate to Risk Assessments → Assessment Templates.
Open the desired template.
Click Start new assessment in the top-right corner.
This method automatically pre-fills the template field and applies all predefined scoring criteria, hazards, and report settings from that template.
Completing the Risk Assessment Setup
After starting from any of the above entry points, Serenity launches a four-step guided setup process:
Step 1: Select a Template
Choose which Risk Assessment Template will define the structure, hazards, and scoring for your new assessment. Only active templates appear in the list. You can use the search bar to quickly locate a specific template.
For example, select Job Hazard Assessment (JHA) to evaluate risks associated with specific job tasks or work steps.
Step 2: Select the Entity
Next, select the Entity the assessment will be associated with. This determines where the risk assessment applies — such as a facility, process, or asset.
Entities are displayed in a tree structure that reflects your organization’s hierarchy (e.g., Company → Region → Site → Department).
Select the appropriate entity from the list and click Next.
Step 3: Provide Details
In the Details step, you’ll define key administrative information for the new assessment, including:
Short Description – A descriptive title, automatically suggested based on the template and entity selected (for example, Job Hazard Assessment – Germany 1 Support Center).
Assignment Group – Optionally assign assessment to a workgroup or team.
Assigned To – The primary individual responsible for completing the assessment.
Expected Start – The date the assessment work is expected to begin.
Due Date – The date the assessment should be completed.
Step 4: Complete Setup
Review your selections and click Submit to finalize the setup. Serenity will automatically create the new risk assessment record and open it in edit mode, where the assessor can begin assessing hazards, identifying controls, and documenting actions.
After Creating the Assessment
Once the risk assessment record is created, it can be accessed from:
The “Your Assessments” tab on the Risk Center page.
The entity record it is associated with.
The user’s task list if it has been assigned directly to them.
From there, assessors can proceed to perform the risk assessment following the organization’s established methodology.