View test plans on Mobile

Search, filter and sort your test plans

1. Log into Oracle Aconex Mobile, and select your project.
2. Tap Test Plans.
3. You'll see all test plans created by your organization, shared with your organization, or where your organization is a participant (Approver, Manager, Reviewer or Assignee). The following details are visible for each test plan:

• Number - A system generated test plan identification number.
• Name - Name of the test plan.
• Manager - User or organization who is named as a Manager on the test plan.
• Status - Current status of the test plan.
• Progress - Percentage completion of the test plan.
• Location - Location (or area) of the test plan

4. Use the search field to search for a test plan number or name.
5. Tap on the filter icon to refine the list. You can filter by:

• Manager - Multi-select field to find the test plan managed by selected users or organizations.
• Location - Toggle switch to include or exclude child areas in when displaying test plan.
• Status - Multi-select field to find the test plan that are in selected status.
• Category - Multi-select field to find the test plans belonging to selected categories.
• Shared Test Plans - Enable this to include test plans that were shared by other organizations.

6. Tap on the sort option to refine the list by:

• Test Plan Number - Sort the test plans by test plan number in either ascending or descending order.
• Status - Sort the test plans by status.
• Date Created - Sort the test plans by created date.

View test plan activities

1. Tap a test plan to view its details. The first section is expanded by default so you can see its activities. 
2. Tap on any section to expand and view its activities. The previous section will be collapsed.

3. For each activity you'll see its number and description. You'll see additional information depending on the status:

• If the activity is Not Started or In Progress you'll see the Assignee and the number of hold points (if any).
• If the activity is In Review and it has a hold point, you'll see the reviewer and an icon to show the hold point status:
  • Grey icon - The reviewer has not responded to the hold point.
  • Green solid icon - The hold point is marked as Released.
  • Green outline icon - The hold point was overridden by a Manager or Approver.
  • Red icon - The hold point is marked as Not Released.

4. Tap on the filter icon to refine the list by:

• Assignee - Multi-select field to find the Activities assigned to selected users or organizations.
• Reviewer - Multi-select field to find the Activities assigned for review to selected users or organizations.
• Status - Multi-select field to find the Activities that are in selected status.
• Reviewer Action - Multi-select field to find the Activities where selected Reviewer Actions are configured.

5. Tap on the sort option to refine the list by:

• Activity Section - Sort the test plans by sections and activity numbers in ascending order.
• Status - Sort the activities by status.

6. Tap on an activity. You'll see the overview screen including the description, acceptance criteria, method, frequency, reference documents, record requirements, and reviewer actions.
7. Tap Records to see the records added as an evidence of the performed task, such as inspections and documents.
8. Tap Event Log to see the status changes of the activity. To see all other events related to the activity, view the test plan event log in web application.

Export test plans

Similar to the web application, you can export up to five test plans at a time from your mobile device. 

1. On the test plan list page, tap the three dots menu at the top and choose Select to Export.
2. Select up to five test plans to be exported.
3. Tap the download icon. The export process runs in the background so you can continue working.
4. You'll receive an email notification that confirms which test plans exported and if any test plans failed to export.  Note: Make sure your email notification preference is set correctly. If you turn off email notifications in your user preferences, you will not receive any test plan notifications.
5. To view the exported file(s), log into the web application.
6. Click Documents from the main navigation menu and select Temporary Files. Each test plan is exported as a separate .zip file.

What happens when I'm offline?

Oracle Aconex Mobile lets you keep working even when you’re offline. While offline, cached data will automatically sync when you have a stable internet connection. If you explicitly log out without an internet connection, any cached data will be lost. Where possible, we recommend staying logged in at all times and syncing regularly to avoid this. If your login session has expired, you’ll just need to re-enter your password when you have an internet connection, and your data will sync.

Without an internet connection, you can access test plans and activities that you previously viewed while online, and perform the following actions:

• Search and filter test plans and activities.
• Add records (inspections and attachments) to activities.
• Review activities.
• Update the status of test plans and activities. Note: You can only change the status once when offline.
• Edit details of test plans and activities.

Note: Test plan attachments on your device are removed after 4 weeks of not being accessed.