How Do I Collaborate With My Team?
Compliance investigations are rarely a solo effort. Zenoo provides built-in collaboration tools so you can involve colleagues, get approvals, and maintain a clear discussion record — all within the case and alert interfaces.What you’ll learn
- How to add reviewers to cases and alerts
- How to use threaded comments and @mentions
- How emoji reactions work
- How the approval workflow operates
- How real-time notifications keep everyone in sync
How do I add a reviewer?
Click Add Reviewer
In the reviewers section (visible on the case or alert detail panel), click Add Reviewer.
Select a colleague
Choose from a list of available team members. The list shows:
- Name and title — to help you find the right person
- Current workload — how many open cases/alerts they have
- Only users who are not already reviewers on this record appear
Assign a role
Choose the reviewer’s role:
- Reviewer — asked to review and provide feedback
- Approver — asked to provide formal approval (required for case closure in some configurations)
Add a message (optional)
Write a brief message explaining what you need from them. This message appears in their notification.
| Status | Meaning |
|---|---|
| Invited | Reviewer has been added but has not responded |
| Reviewing | Reviewer has acknowledged and is actively reviewing |
| Approved | Reviewer has approved (for Approver role) |
| Rejected | Reviewer has declined approval with feedback |
| Removed | Reviewer has been removed from the record |
How do I use comments?
The discussion panel appears on every case, alert, and required check. It supports threaded conversations, @mentions, and emoji reactions.Open the discussion panel
Scroll to the Discussion section on any case, alert, or check detail view.
Write a comment
Type your message in the text box. You can write different comment types:
- Comment — general discussion
- Question — flag something you need clarified
- Note — record an observation for the file
- Decision — document a formal decision with rationale
@mention a colleague
Type @ followed by the person’s name. An autocomplete dropdown shows matching users. Select a name to mention them.
@mentioned users receive a push notification and an in-app notification. They can click the notification to jump directly to the comment.
Reply to a thread
Click Reply under any existing comment to start a threaded conversation. Replies are nested under the parent comment and keep related discussion organized.The parent comment author receives a notification when someone replies to their thread.
How does the approval workflow work?
For cases and alerts that require formal approval:- Add one or more reviewers with the Approver role
- Each approver reviews the case/alert and either Approves or Rejects
- When all approvers have approved, the system flags the record as having all required approvals
- If any approver rejects, they add feedback explaining what needs to change
How do notifications work?
Zenoo sends real-time notifications for collaboration events:| Event | Who is notified | How |
|---|---|---|
| Added as a reviewer | The new reviewer | Push notification + in-app |
| @mentioned in a comment | The mentioned user | Push notification + in-app |
| Reply to your comment | The parent comment author | Push notification + in-app |
| Reviewer status changed | The case/alert owner | In-app |
What about system comments?
The system automatically generates comments for significant events:- Status changes (e.g., “Case moved to Internal Review”)
- Auto-triage results (e.g., “AI research completed: 92% false positive probability”)
- Escalation events (e.g., “Case escalated to Jane Smith: SLA breach”)
What’s next?
Resolve a Case
Use collaboration and approvals as part of the case resolution workflow.
Review Alerts
Discuss alert findings with reviewers before taking action.
Track SLA Compliance
Monitor deadlines while waiting for reviewer responses.
Read the Audit Trail
Every comment, reviewer action, and approval is logged.