Create and edit test plan templates

Create a template using Excel Import

1. From the main navigation menu, click Field and select Settings.
2. Click Test Plans and select Templates.
3. You'll see all templates created by or shared with your organization
4. Click Create Template to create a new test plan template.
5. Select Import using Excel and click Continue.
6. Click Download import template. This template contains the latest information about categories, reviewer actions, inspection templates, users and organizations, that have been configured for this project. We recommend you download the import template every time you create a new template using excel, so you have the latest updates from your project. Only one template can be created per import file, but you can import up to 10 files at a time.

7. If prompted, click to save the file on your computer. It may download directly depending on your web browser. By default, the file will be named TestPlanImportTemplate.xlsx. 

8. Open your metadata template file in your spreadsheet application such as Excel.
9. You'll find instructions in the first worksheet of the template to guide you through each step.
10. Complete all the mandatory fields. They're shown with a highlight and bold text in your file.
11. Complete as many of the other fields in the template as you need to.
12. Save the template.
13. Upload the template file by dragging and dropping it, or click anywhere in the outlined space and choose files from your computer. 
14. Click Import.
15. You'll see an icon next to each file to show you if the import was successful or not.
16. Click Close to see the template(s) that were imported successfully. They will be in Draft status.
17. (Optional) Click into a template to add reference documents to an activity or make any other manual adjustments.
18. Publish the template to make it available to users on the project.

View Excel Import Logs

If a template failed to upload you can check the import logs to find out why. Then you can fix the template and try the import again. You can also see successful imports here, but they will not have a log file.

1. From the Test Plans project settings click Import Logs.
2. Find the import that failed and click Download Log.
3. View the log and see the reason for failure and how you can correct it.

Create a template manually

1. From the main navigation menu, click Field and select Settings.
2. Click Test Plans and select Templates.
3. You'll see all templates created by or shared with your organization
4. Click Create Template to create a new test plan template.
5. Select Import manually and click Continue.
6. Enter the details of the template name, description, category, manager, and approver.

• The template name is the only required field in this form.
• If you don't select a category, the template is automatically assigned to the Uncategorized category.

1. Once all the required details are added, click Save to add this activity to the template.
2. (Optional) Click Edit Template Details to edit any details at a template level.
3. (Optional) Click Manage Sections to reorder activities and sections, including moving activities from one section to another. You can also delete sections that do not have any activities added. To delete a section that has activities, you need to delete the existing activities.
4. Click Save and Close to save your changes and work on it later.
5. When you're ready, click Publish to finalise the template.

Copy templates from another project

You can copy up to 25 templates from other projects that you have access to. You need to be a Test Plan Admin or Associate in the project you are copying from.

Note: Project specific data such as participants, categories, reviewer actions, inspection templates, and documents from the source project are not copied.

1. Click Create Template to create a new test plan template.
2. Select Copy from Project.
3. Select the project you want to copy from.
4. Select the template(s) you want to copy.
5. Click Copy.
6. The template(s) will be created in Draft status. You can edit them as required.

Copy a template in the current project

You can create up to 10 copies of a template at a time. The template(s) will be created in Draft status.

The Copy action is available under the three dots menu for each template.

Note: Project specific data such as participants, categories, reviewer actions, inspection templates, and documents from the source template are copied.

Edit a template

You can edit a published template that was created by your organization. Updating a template will increase it's version number by 1. Your changes will not update any existing test plans.

1. Click to open a template and click Edit. You can edit all the fields, associated inspection templates, and linked documents in the template. 
2. You can save your changes to Draft to work on it later by clicking Save and Close.
3. Once you are ready, click Publish to update the template, so it can be used for new test plans. The latest version of a template is always used when creating new test plans.

Delete a template

You can only delete templates that are created by your organization and have never been published.

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