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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.

3 min read·Updated 2026-06-30

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?
Open Quality Control from the sidebar, click "New Inspection", fill the required fields, and click Save.
Can I import inspections from a spreadsheet?
Yes. Most modules support CSV import. Look for the Import button on the list page. A downloadable sample CSV is provided so you can match the column format exactly.
Why is my "New Inspection" button disabled?
Your role likely doesn't include the quality-control.create permission. Ask your Owner or Admin to grant it under Settings → Users & Roles.
Can I edit a inspection after creating it?
Yes — click the row in the list view, then Edit. All changes are recorded in the audit log. If the inspection has been used downstream (e.g. an invoice that has been paid), only certain fields can be edited.
What happens if I delete a inspection?
Hard-delete is restricted for records linked to other modules. In those cases, the system will offer to cancel or void the inspection instead so downstream history is preserved.
quality-controlquality controlhow-tocreateinspection

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