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Once you’ve started a workflow, you can track its progress at any time. Forerunner shows you which steps are complete, what’s currently in progress, and what still needs to be done.

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Viewing your workflows

Access your workflows from the Workflows section in the main navigation:
1

Go to Workflows

Navigate to the Workflows section to see all workflow types available in your community.
2

Select a workflow type

Click on a workflow type (like “Building Permit Application”) to see your workflows of that type.
3

View your workflow list

Your workflows appear as cards showing:
  • Property address - The location associated with each workflow
  • Status - Overall progress (Not started, In progress, Complete, or Rejected)
  • Last edited - When the workflow was last updated
4

Open a workflow

Click on any workflow card to open it and see detailed progress information.

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Understanding the workflow view

When you open a workflow, you see:

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Progress bar

At the top of the workflow, a progress bar shows how many steps you’ve completed out of the total. This gives you a quick visual indicator of where you are in the process.

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Workflow status

The overall status appears prominently:
StatusMeaning
Not startedWorkflow created but no steps completed
In progressAt least one step complete, more steps remaining
CompleteAll required steps finished
RejectedOne or more steps were not approved

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Step list

Each step displays:
  • Step name - The type of record required (like “Site Plan” or “Final Inspection”)
  • Tag - Optional label providing context (like “Department Review”)
  • Step status - Whether this specific step is pending, in progress, succeeded, failed, or skipped
  • Action button - Options to create, view, or continue working on the step

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Step statuses

Individual steps can have these statuses: Pending - The step hasn’t been started yet. You may need to complete earlier steps first. In progress - You’ve started this step but haven’t submitted it yet. Succeeded - The step is complete and approved. Failed - The step was reviewed and not approved. Depending on the workflow, you may be able to resubmit. Skipped - This step was bypassed (typically by your community during their review process).

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Tracking multiple workflows

If you have several active workflows, the workflow list helps you manage them: Filter by status - Focus on workflows that need attention by filtering to “In progress” status. Sort by date - See recently updated workflows first, or find older workflows that may need follow-up. Search by property - If you’re working with multiple properties, search to find the specific workflow you need.

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Email notifications

Forerunner sends email updates to keep you informed: Step completion - When you complete a step, you receive confirmation. Review updates - When your community reviews a step, you’re notified of the result. Action needed - If additional information is required, you receive a notification with details.
Check your email’s spam folder if you’re not receiving workflow notifications. You can also return to the workflow page anytime to check status directly.

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Workflow history

Your completed workflows remain accessible for your records:
  • View the full history of steps and submissions
  • Access records created during the workflow
  • Reference property information associated with the application
  • Download or print records for your files

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Returning to a workflow

You can continue a workflow from where you left off:
1

Find your workflow

Navigate to Workflows and select the workflow type, or access it from the property page.
2

Open the workflow

Click on your workflow card to open the detailed view.
3

Identify the next step

Look for steps with “Create” or “Continue” buttons. These are ready for your action.
4

Complete the step

Click the action button to open the form and continue your application.
Your in-progress work is saved automatically. If you started filling out a step but didn’t submit, your entries should be preserved when you return.

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When your workflow is reviewed

Some workflow steps require review by your community. During review:
  1. You submit a step - Your information is recorded and marked for review
  2. Community reviews - Staff members evaluate your submission
  3. You receive notification - Email notification informs you of the result
  4. Status updates - The step status changes to Succeeded, Failed, or another state
If a step fails review, the notification typically includes information about what’s needed to proceed.

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Troubleshooting

Solution: Workflow status changes when steps are completed or reviewed. If you’re waiting for community review, processing times vary. Check email for updates, or contact your community for status on pending reviews.
Solution: Workflows are grouped by type. Make sure you’re looking at the correct workflow type. If you still can’t find a workflow, verify you’re signed in to the correct account.
Solution: Check your email for a notification explaining why the step wasn’t approved. The notification typically includes details about what needs to be corrected. If you didn’t receive a notification, contact your community for clarification.
Solution: Make sure you clicked Submit or Save after completing the form. If the step requires review, it may remain “In progress” until approved. Check for any errors that may have prevented submission.
Solution: Once a step is completed and submitted, you may not be able to edit it directly. Contact your community if you need to correct information in a submitted step. They can advise on the process for amendments.