Test plans are displayed on the Test Plans tab of the Runbooks module.
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.
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.
Step 1: From the Test Plans tab of the Runbooks module, click New Test Plan.
Step 2: Select whether to start a new plan or modify an existing test plan.
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.
Step 3: From the Test Plan Details tab, insert the test plan title (required) and enter a description and tags. Click Continue.
Step 4: From the Select Procedures tab, add the relevant procedures to the test plan. Use the filtering options to find desired procedures.
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 Create Test Plan.
The engagement is now ready to be started. Click Start new engagement, or click Close and return to the Test Plans tab.
The test plan is now listed for future access on the Test Plans tab.
Test plans can be exported locally as a YAML file.
From the Test Plans tab of the Runbooks module, 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.
