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Edit a test plan 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.

Before you edit a template you'll need to know the definitions for each field in the template, including its activities.

  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 to open a template and click Edit. You can edit all the fields, associated inspection templates, and linked documents in the template. 
  5. You can save your changes to Draft to work on it later by clicking Save and Close.
  6. 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.

Nota

You can check the version of the template from the Properties option under the three dots menu

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.

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