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ZI CASES / Scoped case records

Documented facts. Independent review.

Written evidence and independent review without automatic payroll deductions.

Request a Cases demoExplore the workflow

One-time setup · Annual subscription · Agreed configuration

ZI CasesILLUSTRATION · FICTIONAL DATA
Illustrative case file · Fictional data
Facts recorded

Record a report

Record the subject, title and facts.

An illustration of the workflow; no real records or actions are created.
Opportunity to respondIndependent decisionRecorded appeal

A CLEAR DIFFERENCE IN YOUR WORKDAY

Document the response, investigation, decision and appeal.

Opportunity to respond

The subject can respond before investigation review.

Independent decision

Separate investigator and decision reviewer.

Recorded appeal

An appeal reviewer independent of the original investigation and decision.

FROM START TO OUTCOME

The workflow inside ZI Cases

Each step gives the next one the context it needs.

  1. Record a report

    Record the subject, title and facts.

  2. Response and investigation

    Response, written evidence and reasoned recommendation.

  3. Review a decision

    Independent decision or return for further work.

  4. Appeal and close

    An independently reviewed appeal or closure acknowledgement.

WHO IS IT FOR?

Different roles. Clearer work.

  • People teams
  • Authorized investigators and reviewers

Before we begin

Does the investigator also approve the decision?

The investigator and decision reviewer are separate; an appeal reviewer is independent of earlier participants. Decisions are recorded without automatic payroll deductions.

Can I start with this application alone?

Yes. We agree on the application, permissions and configuration you need. Additional applications or external integrations are scoped before implementation.

How are setup and pricing agreed?

We review your team's needs in a demo, then provide a quote covering setup, annual subscription, implementation scope and training.

FROM FIRST DEMO TO FIRST WORKDAY

Clear steps. A considered start.

One-time setup + annual subscription. Additional customization and integrations are scoped together.

  1. 01

    Understand your needs

    A demo around your team's workflow and the apps you need.

  2. 02

    Agree on the scope

    A clear quote: setup and annual fees, before implementation.

  3. 03

    Set up and get started

    Configure roles and resources, then train your team as agreed.

Start with what your team needs.

See the product, discuss your needs, then decide. No purchase commitment.

Request a demo