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Records can be accessed from multiple locations throughout Forerunner, making it easy to find the information you need whether you’re searching by property, browsing by category, or viewing records on the map.

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Primary access methods

Records tables - Browse and search records organized by category with powerful filtering and sorting Property pages - View all records attached to a specific property with files and tasks Map interface - Click properties on the map to see records with geographic context Mobile app - Access records in the field with offline support Direct links - Share URLs to specific records with team members

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Accessing via records tables

Records tables are the primary interface for browsing, searching, and managing records across your account:
1

Open the Records menu

Click Records in the main navigation.
2

Select a category

Choose the category you want to view:
  • Inspections
  • Permitting
  • SI/SD
  • Grants
  • Mailings
  • Code Cases
  • And others based on your configuration
Each category shows its own table of records.
3

View the records table

The table displays all records in that category with columns for:
  • Record type name
  • Property or object information
  • Creation date
  • Last updated date
  • Status (if applicable)
  • Creator
  • Quick actions

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Table controls

Every records table includes powerful controls in the header: Saved views dropdown - Switch between different filtered views of your data Filter button - Add and manage filters (shows badge when filters are active) Columns button - Show or hide columns to customize your view Row count - See total number of records in current view Add new button - Create a new record of available types in this category Export data - Download filtered records in various formats
Create saved views for common searches like “Inspections this month” or “Permits needing review” to quickly access frequently-used filters.

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Filtering records

Use filters to find specific records:
1

Click Filter button

In the table header, click the Filter button (funnel icon).
2

Add filter criteria

Select filter options:
  • Record type - Filter to specific types within the category
  • Date range - Created date, updated date, or custom date fields
  • Status - If records have status fields
  • Property attributes - Flood zone, address, parcel ID, etc.
  • Creator - Who created the record
  • Custom fields - Any field from the record form
3

Apply filters

Click Apply to filter the table. The row count updates to show matching records only.
4

Save the view (optional)

To reuse these filters:
  • Click Save view
  • Give it a descriptive name
  • View appears in saved views dropdown for future use
Learn more about table views in Tables documentation.

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Sorting records

Click any column header to sort:
  • First click - Sort ascending
  • Second click - Sort descending
  • Third click - Remove sort
Common sorting:
  • Created date - See newest or oldest records
  • Property address - Alphabetical by location
  • Status - Group by status values
  • Record type - Group by type within category

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Customizing columns

Adjust which columns appear and their order:
1

Click Columns button

In the table header, click the Columns button (column icon).
2

Select columns

Check or uncheck columns to show or hide them:
  • System columns (address, date, creator)
  • Record-specific fields from the form
  • Calculated values
3

Reorder columns

Drag and drop column headers to rearrange their order in the table.
4

Save preferences

Column customizations are saved automatically to your user account and persist across sessions.
Column order and sizing are saved per user, so you can customize your view without affecting other team members.

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Opening a record

From the records table: Click the row - Opens record in view mode Actions menu - Click the three-dot menu for options:
  • View - Read-only display
  • Edit - Modify record data
  • View on map - Show property location
  • Duplicate - Create copy of record
  • Delete - Remove record (if permitted)
  • Copy link - Share URL to record

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Accessing via property pages

View all records attached to a specific property:

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From property page

1

Navigate to the property

Find the property using:
  • Global search by address
  • Properties table
  • Map (click property marker)
2

Open property details

Property page displays with multiple sections:
  • Property information
  • Records
  • Files
  • Tasks
  • Map
3

View Records section

The Records section shows:
  • All records attached to this property
  • Organized by category or type
  • Count of records by type
  • Quick actions to view or edit
4

Open a record

Click on any record in the list to view details.

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Benefits of property-based access

See complete context:
  • All records for one location
  • Chronological history
  • Related files and tasks
  • Geographic location
Easy navigation:
  • Jump between records, files, and tasks
  • See how work relates to the property
  • Track activities over time
Quick creation:
  • Add new records to current property
  • Property automatically linked
  • Fields auto-populated from property data

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Accessing via map interface

View records with geographic context:

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Map-based workflow

1

Open the map

Navigate to Map in the main navigation, or use map widgets on dashboards and property pages.
2

Find properties with records

Properties on the map may show indicators:
  • Color coding based on recent assessments (PDAs)
  • Icons indicating record types
  • Badges showing record counts
3

Click a property

Click on a property marker to open the property information panel.
4

View records in panel

The panel displays:
  • Property summary
  • Recent records
  • Quick links to full record details
  • Option to create new records
5

Open full record

Click any record in the panel to view complete details, or click “View all records” to see the property page.
Use map filters to display only properties with specific record types or attributes, like “Properties with PDAs showing major damage” or “Permits pending approval.”
Learn more about map features in Maps documentation.

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Accessing via mobile app

View and manage records in the field:

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Mobile access workflow

1

Open mobile app

Launch the Forerunner mobile app and sign in.
2

Navigate to property

Find the property using:
  • Map view (navigate to location)
  • Search by address
  • Nearby properties (GPS-based)
  • Task list (assigned work)
3

View property records

Tap on property to open panel showing:
  • Property information
  • Records organized by category
  • Recent activity
4

Open a record

Tap any record to view details:
  • All form fields
  • Uploaded photos and documents
  • Creation and edit history
  • Options to edit or create related records

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Mobile offline access

Records are accessible offline after initial sync: Online preparation:
  • Open mobile app while connected
  • Navigate to work area on map
  • System caches property and record data
Offline capabilities:
  • View all cached records
  • Open record details
  • Create new records (sync later)
  • Edit existing records (sync later)
  • View attached photos
Return online:
  • App automatically syncs changes
  • New and edited records upload
  • Latest data downloads
Learn more about mobile capabilities in Mobile App documentation. Share specific records with team members using direct links:

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Record URLs

Every record has a unique URL:
  • View mode: /submissions/[recordId]
  • Edit mode: /submissions/[recordId]/edit
  • Summary mode: /submissions/[recordId]/summary (for SDEs and some modules)
To share a record:
1

Open the record

Navigate to the record you want to share using any access method.
2

Copy the URL

Either:
  • Copy the URL from your browser’s address bar
  • Click the actions menu (three dots) and select “Copy link”
3

Share the link

Send the URL via:
  • Email
  • Team chat
  • Project management tools
  • Documentation
4

Recipient accesses record

When they click the link:
  • Must be signed in to Forerunner
  • Must have permission to view the record
  • Opens directly to that specific record
Direct links only work for team members with Forerunner accounts and appropriate permissions. Public website visitors use different URLs.

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Record view modes

Records can be displayed in different modes depending on the record type and your intent:

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View mode (read-only)

Purpose: Review record details without editing Features:
  • All form fields displayed
  • Uploaded documents visible
  • Creation and edit history
  • Related records linked
  • Actions menu (edit, duplicate, delete)
Access: Click record from table or property page

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Edit mode

Purpose: Modify record data Features:
  • Editable form fields
  • Add or remove documents
  • Change status or other values
  • Save changes
  • Edit history tracked
Access: Click Edit button from view mode

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Summary mode

Purpose: Display calculated or formatted results (SDEs, special modules) Features:
  • Formatted display of key information
  • Calculated values highlighted
  • Action buttons for related operations (like “Create SD record”)
  • Link to edit source data
  • Professional formatting for printing
Access: Automatic for certain record types, or click View summary
Summary pages are especially useful for SDEs (Substantial Damage Estimates) as they present complex calculations in an easy-to-understand format.

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Record history and audit trail

Track changes to records over time:

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What’s tracked

For every record:
  • Created - Who created it and when
  • Last updated - Most recent change and who made it
  • Edit history - All changes with timestamps
  • Version - Which form version was used (if record type has been updated)

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Viewing history

1

Open the record

Navigate to the record in view mode.
2

View metadata

Look for information at the top or bottom of the record:
  • Created by [Name] on [Date]
  • Last updated by [Name] on [Date]
3

View edit history (if available)

Some record types show detailed edit history:
  • Click “View history” or similar link
  • See list of all changes
  • Who made each change
  • When changes occurred
  • What values were changed
Audit trail capabilities depend on your account configuration. Contact your Customer Success Manager to enable detailed edit history tracking if needed.

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Searching for records

Find specific records across all categories: Use the global search bar at the top of Forerunner:
  1. Type search terms:
    • Property address
    • Parcel ID
    • Record ID or reference number
    • Creator name
    • Text from record fields
  2. Results appear showing:
    • Matching records
    • Property context
    • Preview of relevant data
  3. Click a result to open that record
Within a records table:
  1. Use the filter controls to narrow by category
  2. Add filters for specific fields
  3. Sort by relevance
  4. Combine multiple filter criteria

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Advanced search tips

Find records by date:
  • Filter to date range
  • Sort by created or updated date
  • Save views for “Last 30 days” or “This year”
Find records by property:
  • Search for property first
  • View all records from property page
  • Or filter records table by property address/parcel
Find records by status:
  • Filter to specific status values
  • Create saved views for “Pending review” or “Approved”
  • Sort by status to group similar records
Find flagged items:
  • Filter to records needing review
  • Show only incomplete records
  • Highlight priority items

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Bulk operations

Perform actions on multiple records at once:

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Available bulk actions

Export - Download multiple records (see Exporting Records) Update status - Change status for multiple records simultaneously (if configured) Delete - Remove multiple records (if permitted) Assign - Assign records to user or group (if configured)

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How to use bulk operations

1

Filter to desired records

Use filters to show only the records you want to act on.
2

Select records

Check boxes next to records:
  • Individual selections
  • Select all on current page
  • Select all matching filter (if available)
3

Choose action

Click the bulk action button or dropdown and select the operation.
4

Confirm

Review the action and confirm. Bulk operations may take a moment for large selections.
Bulk delete operations cannot be undone. Always double-check your filter and selections before confirming bulk deletions.