> 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/creating-a-test-plan.md).

# Creating a Test Plan

<mark style="background-color:yellow;">Step 1:</mark> From the **Test Plans** tab of the **Runbooks** module, click **New Test Plan**.

<div align="left"><figure><img src="/files/Uf99LJy0vLbXwdPbXBdh" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 2:</mark>  Select whether to start a new plan or modify an existing test plan.

<div align="left"><figure><img src="/files/gyY8AxX2uxtqbnwik0Vl" alt=""><figcaption></figcaption></figure></div>

If starting from scratch, click **Next**.

If starting from an existing test plan, select that option, then click **Select** next to the plan to use as a template. Click **Next**.

<div align="left"><figure><img src="/files/rhpQ3oshypazhP5sEfJj" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 3:</mark>  From the **Test Plan Details** tab, insert the test plan title (required) and enter a description and tags. Click **Continue**.

<div align="left"><figure><img src="/files/yQqFi6SG57ASoJFYGtgf" alt=""><figcaption></figcaption></figure></div>

<mark style="background-color:yellow;">Step 4:</mark>  From the **Select Procedures** tab, add the relevant procedures to the test plan. Use the filtering options to find desired procedures.&#x20;

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 **Create Test Plan**.

<figure><img src="/files/5YBgHC9TTcBdJxSVFefe" alt=""><figcaption></figcaption></figure>

The engagement is now ready to be started. Click **Start new engagement**, or click **Close** and return to the **Test Plans** tab.

<div align="left"><figure><img src="/files/4RbGoaN8oqJklcUdekz4" alt=""><figcaption></figcaption></figure></div>

The test plan is now listed for future access on the Test Plans tab.

<div align="left"><figure><img src="/files/upw9h9zEu9CyKbkMl3Fh" alt=""><figcaption></figcaption></figure></div>


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