Create new test plans, or edit existing an one.
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.
Things to note:
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:
Activate Test Plan | Edit Test Plan Details | View Event Log | Mark Test Plan In Progress | Mark Test Plan Closed | Reopen Test Plan | Delete Test Plan | |
---|---|---|---|---|---|---|---|
Draft | ✓ | ✓ | ✓ | ✓ | |||
Not Started | ✓ | ✓ | |||||
In Progress | ✓ | ✓ | |||||
Submitted | ✓ | ✓ | ✓ | ✓ | |||
Closed | ✓ | ✓ |
Use the search field to search for a test plan number or name.
Click the filters under the search field to refine the list:
Click a column heading to sort alphabetically in ascending or descending order. Some columns cannot be sorted.
You can select multiple templates to create several different test plans at once.
An Administrator or Associate can edit test plans that were created by their organization. You cannot edit a closed test plan.
To edit the test plan details click Edit Test Plan Details from the test plan.
To edit an activity click the three dots menu for the activity and select Activity Details. You cannot edit a completed activity or an activity that is in review (except to reassign the reviewer).
You can only delete test plans that are created by your organization and not activated (in Draft status).
The Delete action is available under the three dots menu for each applicable test plan.