Related Records

Related Records gives teams a flexible way to connect records that belong together, making it easier to manage work that extends beyond a single form or follows different paths based on what staff discover in the field.

Rather than capturing one long, multi-step record, teams can create purpose-built follow-up records that remain linked to the original work. This makes it easy to track corrective actions from an inspection, log labor and materials against a work order, connect follow-up inspections to a case, and more. As work evolves, related records preserve the full history while keeping each record focused on a specific task.

Related Records complements Forerunner Workflows by supporting processes that aren't linear or predefined. While Workflows are ideal for structured, repeatable processes like permit applications or grants, Related Records is designed for one-off relationships where the next step depends on the outcome of the previous one. Whether you're managing inspections, code enforcement, floodplain activities, or public works operations, Related Records helps teams organize connected work without adding unnecessary complexity to individual records.

To learn more, contact your Customer Success Manager or email hello@withforerunner.com.