Managing Test Plans
Test plans are displayed on the Test Plans tab of the Runbooks module.
This page shows the test plan title, associated tactics, the date the plan was last updated, and the number of procedures within the test plan. Test plans can be started, viewed, deleted, or exported from the "Actions" column.

Step 1: From the Test Plans tab of the Runbooks home page, click Start under the "Actions" menu of the test plan.

Step 2: Select the client from the pulldown menu. Click Next.

Step 3: Review and update plan details as desired. Click Continue.

Step 3: Review and add procedures as desired. Click Add X Procedures.

Step 4: Click Start new engagement.

Step 5: Begin engagement by selecting a procedure and clicking View.

Step 6: The procedure page will appear. Enter information and repeat for each procedure.

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

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.

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 Export.

A dialog box will appear confirming the download. Click Continue export.

The test plan will download to the local device as a YAML file.
Runbooks can be imported into PlexTrac. Only YAML files exported from Runbooks or a MITRE Adversary Emulation Plan are supported.
Step 1: From the Test Plans tab of the Runbooks home page, click Import test plan.

Step 2: Select the import type from the pulldown menu.

Step 3: Drag the YAML file or navigate to it locally and click Upload.
Multiple files can be imported simultaneously as long as each has a unique name.
Imported test plans will appear in the Test Plans tab. Procedures from imported test plans are stored in a dynamically generated open repository called "Import" that will appear in RunbooksDB.

Last modified 13d ago