Serenity 8.0: Feature Release

January 13, 2025
Two men and a woman inspect the frame of a vehicle in a factory

The Problem

Organizations with distributed or siloed teams often face challenges managing incidents, investigations, inspections, audits, and risk assessments. Different teams often have their own methodologies, processes, and tools, creating a patchwork of workflows that slow down decision-making and introduce inefficiencies. Standardizing these approaches sounds ideal, but it often stifles the agility teams need to address unique pain points.

The Solution: Flexibility Without Chaos

Serenity 8.0 flips the script. Instead of forcing every team to standardize their EHS processes, our platform empowers organizations by giving them the flexibility to adapt workflows to fit the unique needs of their teams—without sacrificing organization-wide oversight and reporting efficiency.

Whether it's distributed teams using tailored methodologies, risk managers gaining enterprise-wide insights through centralized dashboards, or teams quickly deploying customized assessments, Serenity 8.0 eliminates friction and accelerates results.

With out-of-the-box workflows for reviews, approvals, diverse risk formulas, and more, Serenity 8.0 streamlines risk assessments, inspections, and investigations. Advanced tools like weighted scoring, configurable responses, and root cause analysis improve accuracy, simplify recurring tasks, and ensure compliance. These enhancements not only reduce the need for customizations but also elevate the user experience, making EHS management easier, faster, and more effective.

Table of Contents

EHS Incidents & Investigations

Fishbone-Style Root Cause Analysis

Strengthen your investigations with fishbone-style root cause analysis, enabling a comprehensive review of causal factors and categories to accurately identify incident root causes. This out-of-box solution addresses the most requested enhancement to the investigation workflow based on customer feedback.

Choose A Methodology for Investigations Event and Causal Factor Analysis or Fishbone Analysis
Choose A Methodology: Event and Causal Factor Analysis or Fishbone Analysis

Consolidated Findings & Actions Experience

You can now create findings directly within your root cause analysis. You can also create findings and child Corrective Actions & Preventive Actions (CAPAs) directly within the Recommendations tab.

This streamlined process reduces the need to copy and paste information between cause and finding records and avoids constant navigation away from investigation records to list CAPAs. It’s all in one place, making your workflow faster and easier.

Review Workflow When Closing Incidents & Investigations

You can now request Review and Approval before officially closing and incident or investigation. This out-of-the-box feature simplifies the review and approval workflow, reducing the need for customizations to meet workflow requirements.

Improved Trending for EHS Reports 

Easily track month-to-month changes in incident and injury metrics with enhanced dashboards that provide clearer performance insights. 

This update reduces the need for frequent data collection and improves system efficiency by storing fewer records per indicator.

Inspection & Audit

Varied Response Types

We’ve added new response options for inspection and audit questions—including text responses, integers, decimals, and multi-select responses—making it easier to use the inspection app for regular tasks and collect data efficiently.

Varied Response Types for Inspections
Varied Response Types for Inspections

Weighted Section Scoring

Template owners can now assign weights to different sections to calculate overall inspection scores, removing the need for complicated back-end customizations to support complex inspection scoring.

Weighted section scoring for inspection templates
Weighted Section Scoring for Inspection Templates

Restrict Templates to Specific Entities

You can now limit a template’s use to specific entity classes, making it easier to create ad-hoc inspection tasks by showing only relevant entity records and reducing errors by preventing users from selecting the wrong entity for a new task.

Easier Review Workflows

We’ve added out-of-the-box workflows for peer or manager reviews and task approvals before closing inspections or tasks. Previously, this required custom setup, but now it’s ready to use right away.

Operational Risk

Customizable Scoring for Risk Templates

Risk assessment templates now let you choose a scoring method:

Customizable scoring enables the support of multiple risk formulas without custom back-end coding, while also allowing organizations to use different templates with varied scoring methods instead of having to stick to one standard. 

Template-Specific Risk Matrix Configurations

Risk assessment templates now let you define how risk scores map to standardized risk labels. 

Benefits:

Template-specific risk matrix configurations
Template-Specific Risk Matrix Configurations

Configurable Input Values for Risk Assessments

Risk assessment templates now let you customize severity, likelihood, and exposure values.

Benefits:

Configurable Input Values for Risk Assessments
Configurable Input Values for Risk Assessments

Flexible Residual Risk Calculations

Risk assessment templates now let you calculate residual risk in two ways:

This offers built-in support for advanced residual risk scoring methods and allows a single organization to use different templates with varied calculation methods, without having to standardize on one approach.

Customizable Control Scoring Options

You can now configure the response options in the control assessment section of risk assessment tasks.

Benefits:

Easier Review Workflows

We’ve added out-of-the-box workflows for peer or manager reviews and task approvals before closing risk assessments. Previously, this required custom setup, but now it’s ready to use right away.

Mobile

Offline Mode

Serenity 8.0 now offers full offline mobile functionality with advanced incident reporting. You can report injuries, property damage, or chemical spills directly from your mobile device, even offline. 

AI technology transforms simple text descriptions into detailed, compliant reports by automatically populating required fields, ensuring accuracy, streamlining the process, and meeting regulatory standards.

Full offline mobile functionality with advanced incident reporting
Full Offline Mobile Functionality with Advanced Incident Reporting

Core Updates

Unified EHS Homepage

Our redesigned EHS homepage combines features from both EHS and Employee homepages into one convenient page. It includes:

This streamlined design allows for easy customization without affecting future updates.

Simplified Timecard Entry

A new modal allows you to manually enter hours worked at multiple establishments in one streamlined process.

Benefits:

manually enter hours worked at multiple establishments in one streamlined process
Simplified Timecard Entry for Multiple Establishments at Once

Why It Matters: Empowering Teams Without Compromise

By enabling flexible workflows and tools, Serenity 8.0 empowers teams to address unique challenges while maintaining oversight. From streamlining incident reporting and improving root cause analysis to simplifying inspections and customizing risk assessments, Serenity bridges the gap between autonomy and efficiency.

With this release, organizations can enhance collaboration, increase agility, and ensure their EHS processes deliver value—not administrative headaches. Serenity 8.0 moves beyond rigid standardization to create a more connected, efficient, and empowered way to manage EHS.