Find test plans

View test plans

From the main navigation menu, click Field and select Test Plans.

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 columns are visible for each test plan:

• Number - A system generated test plan identification number.
• Name - Name of the test plan.
• Category - The category of the template used to create the test plan.
• Location - Location (or area) of the test plan.
• Packages - Displays the packages that the test plan is linked to. You can also see the packages for a test plan by clicking the three dots menu, selecting Edit Properties, and clicking the Linked Packages tab.
• Manager - User or organization who is named as a Manager on the test plan.
• Approver - User or organization who is named as an Approver on the test plan.
• Status - Current status of the test plan.
• Progress - Percentage completion of the test plan.
• Created By - Displays the name and organization of the Test Plan creator.
• Date Created - Date the test plan was created.
• Actions - Click the three dots menu to see available actions depending on the status and your Test Plan role.

Available actions: The following table shows which actions are available in the three dots menu based on the status of the test plan.

	Activate Test Plan	Edit Properties	View Event Log	Request Resubmit	Mark Test Plan Closed	Reopen Test Plan	Delete Test Plan
Draft	✓	✓	✓				✓
Not Started		✓	✓
In Progress		✓	✓
Ready to Submit		✓	✓
Submitted		✓	✓	✓	✓
Closed			✓			✓

Search, filter and sort your test plans

Use the search field to search for a test plan number or name.

Click the filters under the search field to refine the list:

• Approver - Find test plans to be approved by specific organizations or users.
• Category - Find test plans belonging to selected categories.
• Created Date - Provide a date range to find the test plans created within the specified time period.
• Location - Filter the list by one or more locations. You can select multiple locations in a single step to refine the results. Use the toggle switch to either include or exclude child areas for all selected locations.
• Manager - Find the test plans managed by selected users or organizations.
• Status - Find test plans in the selected statuses.

Click a column heading to sort alphabetically in ascending or descending order. Some columns cannot be sorted.