> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zenoo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Do I Collaborate With My Team?

> Add reviewers to cases and alerts, leave threaded comments, @mention colleagues, and track approvals.

# 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?

<Steps>
  <Step title="Open the case or alert">
    Navigate to the case or alert you want to add a reviewer to.
  </Step>

  <Step title="Click Add Reviewer">
    In the reviewers section (visible on the case or alert detail panel), click **Add Reviewer**.
  </Step>

  <Step title="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
  </Step>

  <Step title="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)
  </Step>

  <Step title="Add a message (optional)">
    Write a brief message explaining what you need from them. This message appears in their notification.
  </Step>

  <Step title="Confirm">
    Click **Add**. The reviewer receives a notification and the record appears in the reviewers panel with status "Invited."
  </Step>
</Steps>

Reviewer statuses:

| 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.

<Steps>
  <Step title="Open the discussion panel">
    Scroll to the **Discussion** section on any case, alert, or check detail view.
  </Step>

  <Step title="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
  </Step>

  <Step title="@mention a colleague">
    Type **@** followed by the person's name. An autocomplete dropdown shows matching users. Select a name to mention them.

    <Info>
      @mentioned users receive a push notification and an in-app notification. They can click the notification to jump directly to the comment.
    </Info>
  </Step>

  <Step title="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.
  </Step>

  <Step title="React with emoji">
    Hover over any comment to see the reaction button. Click it to add an emoji reaction. Use reactions for quick acknowledgments without cluttering the thread.
  </Step>
</Steps>

## How does the approval workflow work?

For cases and alerts that require formal approval:

1. Add one or more reviewers with the **Approver** role
2. Each approver reviews the case/alert and either **Approves** or **Rejects**
3. When all approvers have approved, the system flags the record as having all required approvals
4. If any approver rejects, they add feedback explaining what needs to change

<Tip>
  You can check whether all approvals are in place before closing a case. The case detail view shows an "Approvals" section with each approver's status.
</Tip>

## 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                     |

Notifications link directly to the relevant case, alert, or comment — so recipients can jump into context immediately.

## 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")

System comments appear in the timeline with a distinct style so you can distinguish them from human comments.

## What's next?

<Columns cols={2}>
  <Card title="Resolve a Case" icon="circle-check" href="/guides/case-management/resolve-a-case">
    Use collaboration and approvals as part of the case resolution workflow.
  </Card>

  <Card title="Review Alerts" icon="bell" href="/guides/case-management/review-alerts">
    Discuss alert findings with reviewers before taking action.
  </Card>

  <Card title="Track SLA Compliance" icon="clock" href="/guides/case-management/track-sla">
    Monitor deadlines while waiting for reviewer responses.
  </Card>

  <Card title="Read the Audit Trail" icon="scroll" href="/guides/case-management/read-audit-trail">
    Every comment, reviewer action, and approval is logged.
  </Card>
</Columns>