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Create and activate a test plan

Create new test plans from a template.

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.

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

 

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.

Tip!

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.
  2. After activation the manager and assignees can begin working on their activities.

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.

What's next?

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