Work on your assigned test plan activities

Work on test plan activities that are assigned to you for action.

After a test plan has been activated, the participants in the test plan are required to follow the instructions in each activity and complete their work. In most test plans, these steps will be done on the mobile app.

After an assignee marks an activity for review, the reviewers need to complete their reviewer actions (such as a Hold Point). The Manager can then mark the activity as completed. Once all activities are completed, the test plan can be submitted and closed.

An activity goes through the following statuses:

Draft - When a test plan is created, it begins in Draft status. All activities are also in Draft status at this time.
Not Started - Once the test plan is activated, the status changes to Not Started. All activities are also set as Not Started.
In Progress - Once an activity is started, its status changes to In Progress. The Assignee performs their tasks on the activity and marks it for review.
In Review - When marked for review, the status of an activity changes to In Review. The Reviewer(s) can check the task performed by the Assignee.
Complete - After the review is done, the Manager updates the activity to Complete.

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.

View details of an activity

Click an activity to view the details of the task that you need to perform such as the description, acceptance criteria, method, and frequency.
Click each tab at the top for more information:

Reference Documents - Documents to be referred while performing the task.
Record Requirements - Evidence (inspections or attachments) to be added after performing the task.
Reviewer Actions - Any critical review points with the assigned reviewers.

Add inspections to an activity

Before starting an activity, the Manager or Approver may want to schedule the required inspections before the Assignee starts working on the activity.

To add an inspection, click the three dots menu for the activity and select View or Add Records.
Add the required inspections to the activity.

Start an activity

Click on a test plan to view its activities.
Click the three dots menu for the activity you've been assigned and select Start.
The status of the activity will change from Not Started to In Progress. If this is the first activity that was started in the test plan, the status of the Test Plan will also change from Not Started to In Progress.

Note: You cannot start an activity if there are unreleased hold points in a previous activity. The hold point must be released before you can start the next activity.

Add records to an activity

Add inspections and documents as evidence of the work you've done in an activity.

1. Click the three dots menu for the activity and select View or Add Records.

2. Click Add and choose from the following record types:

Inspections > Create Inspection

Choose an inspection template. You can search for an inspection template by title, or filter by category.
Click Next to enter the basic details of the inspection such as the Title, Assignee, Notes, and Due Date.
After adding the inspection you'll find it on the View or Add Records screen. You can click it to edit it and fill it out.

Inspections > Link Inspection

Choose an existing inspection to add to the test plan.
You can search or filter for an inspection. Only one Inspection can be linked at a time.
Click Link.
After adding the inspection you'll find it on the View or Add Records screen. You can click it to edit it and fill it out.

Attachments

Select or drag and drop files from your computer. The maximum size per file is 50MB.
You can attach up to 10 documents from the Document Register.
Once all the files are added, you can add a description/comment to each file. You can delete a file that is not required.
Upon saving, the files will be added to the activity and categorized as media (images and videos) or files (any other file type).