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Create or edit a test plan

Create new test plans, or edit existing an one.

Test plans are created by selecting a published template that your organization has access to. Using a template ensures all test plans follow a generally accepted standard that acts as a reference for all participants. You can select multiple templates to create several different test plans at once.

 

Things to note:

  • Users with Admin, Associate and Contributor roles can create, edit and delete test plans in Draft status. Learn more about Test Plan roles
  • Users with Admin and Associate roles can activate test plans.
  • Test plans can only be created and activated from the web application. Once they are activated, they can be edited from either the web or mobile app.
  • Once activated, a test plan cannot be deleted. It can be edited by users with appropriate permission.

Hinweis

Test Plans is currently only available to projects on the KSA1 and MEA Aconex instances. We'll continue to develop features based on feedback and announce availability for other Aconex instances at a later date. Make sure you subscribe to Release Highlights to be notified.

Create a single test plan

  1. From the main navigation menu, click Field and select Test Plans.
  2. Click Create Test Plans.
  3. You'll see all published templates created by, or shared with your organization. You can search, filter and sort the list of templates to find the one you need. Click on a template's name to preview it and make sure its the correct one.
  4. Select a template and click Create. 
  5. Complete the details of the test plan. Some information will be pre-populated by the template but you can make changes. Some fields cannot be changed such as the template name.
  1. Click Save. The test plan is created as a Draft and you'll see the activities defined by the template.
  2. Click the name of an activity to update it.
  3. Click through each tab to update the activity details, reference documents, reviewer actions and their associated reviewers. Note: You cannot add records requirements (inspection templates), or any new reviewer actions that were not specified in the template.
  4. Click Update to save your changes on that activity.
  5. Click and update each activity as required.

Activate a test plan

  1. Once you have completed your updates and you are ready to begin working on the test plan click Activate. You'll need to be an Admin or Associate to activate the test plan.
  1. The status of the test plan changes to Not Started. You'll now see the list of all your test plans.

Create multiple test plans

You can select multiple templates to create several different test plans at once.

  1. From the main navigation menu, click Field and select Test Plans.
  2. Click Create Test Plans.
  3. You'll see all published templates created by, or shared with your organization. You can search, filter and sort the list of templates to find the ones you need. Click on a template's name to preview it.
  4. Select the templates and click Create. 
  5. Each test plan is created as a Draft and you'll see them in the list of test plans.
  6. Click the name of a test plan to begin updating it.
  7. Complete the details of each test plan and the associated activities. The steps are the same as creating a single test plan as described above.

Edit a test plan

An Administrator or Associate can edit test plans that were created by their organization. You cannot edit a closed test plan.

To edit the test plan details click Edit Test Plan Details from the test plan.

To edit an activity click the three dots menu for the activity and select Activity Details. You cannot edit a completed activity or an activity that is in review (except to reassign the reviewer).

Hinweis

A Hold Point can be changed to any other reviewer action, however other reviewer actions cannot be changed to a Hold Point. This prevents a Hold Point from being inadvertently introduced in an active test plan.

Delete a test plan

You can only delete test plans that are created by your organization and not activated (in Draft status).

The Delete action is available under the three dots menu for each applicable test plan.

What's next?

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