Operations
How to create your first inspection in Easedesk
Step-by-step guide to creating a inspection in the Easedesk Quality Control module. Required fields, what happens after, and common gotchas.
Quick answer
To create a inspection, open Quality Control from the sidebar, click "New Inspection", fill in the required fields, and save. The new record is immediately searchable and triggers any linked downstream automations (e.g. accounting posts, notifications, approvals).
Step 1 — Open the Quality Control module
In the left sidebar, click Quality Control. If you don't see it, your role may not have quality-control.view permission — ask your Owner or Admin to grant it under Settings → Users & Roles.
Step 2 — Click "New Inspection"
The list view shows all existing inspections. Click the New Inspection button at the top-right. You will be taken to a clean form page with all available fields visible (we never hide important fields behind tabs).
Step 3 — Fill in required fields
Required fields are marked with a red asterisk. Tooltip help is available on every label — hover over a field to see what it does. Optional fields can be left blank and added later.
Step 4 — Save (or "Save & Add Another" for bulk entry)
Click Save to create the inspection. If you want to add several in a row, the "Save & Add Another" button resets the form while keeping the page open. The new record appears at the top of the list view.
What happens after
Creating a inspection may trigger downstream automations depending on the module — for example, posting a journal entry, sending an email, or starting an approval workflow. You can see all triggered actions in the Audit Log.
Editing or deleting a inspection
Click the inspection row in the list view to open detail mode. The Edit button is at the top-right. To delete, use the kebab menu (•••). Note: records linked to other entities (e.g. an invoice that has a payment) cannot be deleted — they can be cancelled or voided instead.
Frequently asked questions
How do I create a inspection in Easedesk?
Can I import inspections from a spreadsheet?
Why is my "New Inspection" button disabled?
Can I edit a inspection after creating it?
What happens if I delete a inspection?
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