> For the complete documentation index, see [llms.txt](https://docs.plextrac.com/plextrac-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.plextrac.com/plextrac-documentation/product-documentation/runbooks/managing-test-plans.md).

# Managing Test Plans

Test plans are displayed on the **Test Plans** tab of the **Runbooks** module.

<div align="left"><figure><img src="/files/48cPt0aqbOraeE84To1V" alt=""><figcaption></figcaption></figure></div>

## Starting a Test Plan

<mark style="background-color:yellow;">Step 1:</mark> From the **Test Plans** tab of the **Runbooks** module, click **Start** under the "Actions" menu of the test plan.

<div align="left"><figure><img src="/files/vJZGqr7CzJWJrXiYq0iR" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark>  Select the client from the pulldown menu. Click **Next**.

<div align="left"><figure><img src="/files/rpXTWNS003TQobqW857n" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark>  Review and update details as desired. Click **Continue**.

<div align="left"><figure><img src="/files/UYvKkXexOlNOaeUINxzU" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark>  Review the engagement. Add new procedures by clicking **Select** next to the procedure to include or delete existing ones from the engagement by clicking the x within the procedure box in the right-hand column. Click **Add X Procedures**.

<figure><img src="/files/a7Av1KDmmfcFs7lK1rkb" alt=""><figcaption></figcaption></figure>

<mark style="background-color:yellow;">Step 5:</mark>  Review the engagement coverage. The plan can still be modified from this page by clicking Add Procedures or clicking the X to remove an existing procedure. The order of procedures can also be changed by selecting a box and dragging it to the desired location.

When ready, click **Start new engagement**.

<div align="left"><figure><img src="/files/pgY2Utu9mPU0hGeIG5FX" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 6:</mark>  Begin engagement by selecting a procedure and clicking **View**.

<div align="left"><figure><img src="/files/VFEKysKbvIPMA8rdxnhq" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 7:</mark> The procedure page will appear. Conduct the procedure, then click **Save**.

<div align="left"><figure><img src="/files/Ls9YntyjIGSHRt9A17s8" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 8:</mark> Click **Close** to return to the page of the test plan that lists all contained procedures, or click the navigation arrow to move to the following procedure.

<figure><img src="/files/l1CwMgS1FYCZTxof6qrK" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Click **Close** from the test plan overview page to return to the **Engagements** tab.

![](/files/Qrtl3v4GaZideFkF0G0x)
{% endhint %}

## Viewing a Test Plan

From the **Test Plans** tab of the **Runbooks** home page, click **View** under the "Actions" menu of the test plan.

<div align="left"><figure><img src="/files/uu5B7K7socIrLDyQY8dg" alt=""><figcaption></figcaption></figure></div>

## Editing a Test Plan

From the **Test Plans** tab of the **Runbooks** home page, click **Edit** under the "Actions" menu of the test plan. If the user cannot edit, the option will not exist.&#x20;

<figure><img src="/files/sCDebKJooB3qNfmSxt9X" alt=""><figcaption></figcaption></figure>

## Deleting a Test Plan

From the **Test Plans** tab of the **Runbooks** home page, click the three dots under the "Actions" menu of the test plan and then click **Delete**. If the user cannot delete it, the option will not exist.&#x20;

<div align="left"><figure><img src="/files/UXckZ07cZ3SYqwi0Hnhr" alt=""><figcaption></figcaption></figure></div>


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