Managing Test Plans

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

Starting a Test Plan

Step 1: From the Test Plans tab of the Runbooks module, 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 details as desired. Click Continue.

Step 4: 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.

Step 5: 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.

Step 6: Begin engagement by selecting a procedure and clicking View.

Step 7: The procedure page will appear. Conduct the procedure, then click Save.

Step 8: 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.

Click Close from the test plan overview page to return to the Engagements tab.

Viewing a Test Plan

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

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.

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.