# Managing Test Plans

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

<div align="left"><figure><img src="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FcxjvQkvK1wIES9ug1Fz4%2Fimage.png?alt=media&#x26;token=7f322c72-6f06-410a-8b34-12a03d8a6038" 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.

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

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

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<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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FmMEGzABSkeZwShsrd6ry%2Fimage.png?alt=media&#x26;token=4c7fe9cf-75ec-4489-8511-4375617b60e1" 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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FvRLYdvL6axcV56a9b8j1%2Fimage.png?alt=media&#x26;token=32cceb40-b905-4709-8263-0122bd86a1bb" 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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F5DMvykAapvhFjrrPcaFD%2Fimage.png?alt=media&#x26;token=419a0f3f-0b7a-4193-b810-3f9aad03f2ea" alt=""><figcaption></figcaption></figure></div>

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

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<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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2F34PPJH27278fzqvnITKi%2Fimage.png?alt=media&#x26;token=2514a689-74ae-40c0-b0fb-e0ede024f061" alt=""><figcaption></figcaption></figure>

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

![](https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FvYADX8bWSJBjWpwgw0gX%2Fimage.png?alt=media\&token=2d461b8a-d20e-45db-b200-f969345023ab)
{% 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.

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## 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="https://4252973360-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LXA6EayCcg12qfDcfXd%2Fuploads%2FXex5jpQn76S9haSYuGQV%2Fimage.png?alt=media&#x26;token=4131808b-2b98-41b2-891e-c90743f9684f" 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;

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