Add Or Edit Test Plans

The Test Plan page allows users to view, search, and filter their Test Plans. Test Plans serve as containers for your tests.

Also see how to Filter and Search Test PlansWhat The Test Plan Metrics MeanDuplicate Test Plans, and Delete Test Plans.

Test Plan Sept 19 2017

Clicking Start Over at any time will delete the information entered so far and take you back to the first tab.

To add a manual Test Plan:

  1. Click Test Plan.
    Test Plan
  2. Click + New Test Plan.
    The Add a new test plan pop up opens.
    Add Test Plan v302842640ab7e576c
  3. Click Manual Testing Select.
     Automated Testing has now been implemented.

    The Test Plan Information tab opens.
    Detailed Execution Plan tab v302842640ab7e576c
  4. Type the Test Plan Name. (Mandatory field.)
  5. Type the Test Plan Description. (Mandatory field.)
  6. Select a Project from the Project drop down menu. (Mandatory field.)
    Your choice of Project determines the choice of Requirements later under the Requirements tab.
  7. Manage Dependencies:
    A Dependency is a relationship between the Test Plan and another Test Plan. For instance, the Test Plan may be Required For another Test Plan. 

    1. Add a Dependency:
      1. Select from the Choose Parent drop down menu.
        Dependencies choose parent Test Plan
      2. Select a Test Plan from the Choose child drop down menu.
      3. Click Add.
        The Dependency saves as a tag.
        Test Plan Dependencies list
    2. Delete a Dependency.
      1. Click the white cross to the right of the Dependency.
        Stryka Development Testing tag
  8. Add Phases and Milestones:
    Phases and milestones

    1. Add a Milestone:
      Phases have a start and end date. Milestones only have a single date.

      1. Click + Milestone.
      2. Click Milestone Name and type the Milestone Name.
      3. Click Pick a Date and select a date in the calendar drop down menu.
      4. Click outside the field to save.
    2. Add a Phase:
      1. Click + Phase.
      2. Click Phase Name and type the Phase Name.
      3. Click the Pick a Date field on the left and choose a start date.
      4. Click the Pick a Date field on the right and choose an end date.
        Dates before the start date will be grayed out.
        Cannot choose an end date before the start date
      5. Click outside the field to save.
    3. Delete a Milestone or Phase by clicking the gray X.
      Attachments can only be added or managed while editing Test Plans.
  9. Click the Detailed Execution Plan tab:
    You must create at least one Phase before creating a detailed execution plan because this section breaks down all the Phases into days. Weekend days will be grayed out.

    Detailed Execution Plan tab location v302842640ab7e576c
    See the results of the Detailed Execution Plan in the Daily Test Progress report.

    1. Set planned daily Test Case executions:
      Detailed Execution Plan days v302842640ab7e576c

      1. Set the same number of Test Case executions per day:
        1. Type the number of executions into the Apply to all field.
          apply to all
        2. Click Apply to all.
          All the fields will populate with the same number and the Planned Overall Executions fields will be filled in.
      2. Manually enter the number of executions per day:
        1. Type the execution number into each field.
          The Planned Overall Executions fields will be filled in
  10. Click Next.
    The Requirements tab opens.
    Requirements tab Test Plan
  11. Manage Requirements:
    1. Add Requirements:
      1. Click + Add Requirements. 
        Adding Requirements Test Plan pop up
        Only Requirements that belong to the Release selected under the Test Plan Info tab will show.
      2. Search for External IDs, Requirement IDs or Requirement Names.
      3. Click to select Requirement checkboxes.
      4. Click to select the Select/Deselect All checkbox to speed up the selection processs.
      5. Click Add Selected.
        The Requirements appear under the Project’s Requirements drop down menu.
    2. Delete Requirements:
      1. Click the X next to the Requirement.
        Delete Requirement April 2017 red arrow
  12. Click Next.
    You will be prompted to confirm whether you wish to add the Test Cases associated with the Requirements you have just selected to the Test Plan.

    The Test Team Resources tab opens.
    Testing Resources April 2017
    You can currently only select stakeholders as Testing Resources. In the future, software and environments will be selectable.  
  13. Manage Testing Resources:
    1. Add Testing Resources:
      1. Select Testing Resources from the Add Testing Resources drop down menu. (Mandatory field.)
      2. Click Add.
        The selected Testing Resource appears below the Add Testing Resources drop down menu.
    2. Delete Testing Resources:
      1. Click the red X next to the Testing Resource.
        Delete a Testing Resource April 2017
  14. Click Next.
    The Review tab opens.
    Review tab Test plan
  15. Review your information. Click the relevant tab to make edits.
  16. Click Save and Close.

To edit a manual test plan:

  1. Click Test Plan.
    Test Plan
  2. Click the Test Plan’s blue linked ID or Name.
    Edit Test Plan Sept 19 2017
  3. Make the Test Plan Name editable by clicking the pencil icon.
    Edit Test Plan Name May 2017 red rectangle
  4. Make the Test Plan:
    1. Active: By clicking the Active button.
      Active button
      Test Plans must be Active to appear in the Test Designer and Test Execution pages. 
    2. Inactive: By clicking the Inactive button.
      Inactive button

  5. Manage Phases and Milestones and the Detailed Execution Plan by clicking Edit Phase & Gate and Update Planned Execution next to Timeline:
    Edit phase and gate v302842640ab7e576c

    1. Manage Phases and Milestones:
      Edit Phases and Milestones v302842640ab7e576c

      1. Add a Milestone:
        Phases have a start and end date. Milestones only have a single date.

        1. Click + Milestone.
        2. Click Milestone Name and type the Milestone Name.
        3. Click Pick a Date and select a date in the calendar drop down menu.
        4. Click outside the field to save.
      2. Add a Phase:
        1. Click + Phase.
        2. Click Phase Name and type the Phase Name.
        3. Click the Pick a Date field on the left and choose a start date.
        4. Click the Pick a Date field on the right and choose an end date.
          Dates before the start date will be grayed out.
          Cannot choose an end date before the start date
        5. Click outside the field to save.
      3. Edit a Phase or Milestone by clicking on and editing each field.
      4. Delete a Milestone or Phase by clicking the gray X.
      5. Click Save & Close.
    2. Manage the Detailed Execution Plan:
      See the results of the Detailed Execution Plan in the Daily Test Progress report.

      1. Click the Detailed Execution Plan tab.
        Detailed Execution Plan tab editing test plan v302842640ab7e576c
      2. Select GreenAmber, or Red from the RAG Status drop down menu.
      3. Type the Key Points & Highlights. This information will be displayed on the daily progress report.
      4. Edit the Planned Daily Execution numbers:
        1. Type the new number of Test Cases that should have been edited on that day.
        2. Click Save & Close.
      5. The Detailed Execution Plan shows:
        Detailed Execution Plan report v302842640ab7e576c

        • Test Execution Progress graph.
          Test Execution Progress graph v302842640ab7e576c

          • Planned overall executions (blue) vs Actual overall executions (yellow).
          • As Test Cases can be executed multiple times (for example, when a Test Case fails for the first time and must be repeated) the graph will only show the first date that each Test Case is executed.
          • Actual overall executions counts PassedFailedBlocked, and Descoped Test Cases, but not No Run and In Progress Test Cases.
          • Test Cases run outside the Phase dates will not be counted unless the Phase gates are extended.
        • Each Phase in green.
          Green Phases v302842640ab7e576c
        • Weekend dates grayed out.
    3. Click Save & Close to return to the Test Plan Info tab.
  6. Edit the Test Plan Description.
  7. Select a Project from the Project drop down menu.
    Your choice of Project determines the choice of Requirements later under the Requirements tab.
  8. Manage Dependencies:
    A Dependency is a relationship between the Test Plan and another Test Plan. For instance, the Test Plan may be Required For another Test Plan. 

    1. Add a Dependency:
      1. Select from the Choose Parent drop down menu.
        Dependencies choose parent Test Plan
      2. Select a Test Plan from the Choose child drop down menu.
      3. Click Add.
        The Dependency saves as a tag.
        Test Plan Dependencies list
    2. Delete a Dependency.
      1. Click the white cross to the right of the Dependency.
        Stryka Development Testing tag
        Phases and Milestones can only be added or edited while creating a new test plan.
  9. Add an attachment using Plutora Test Chrome Plug-In:
    To manage attachments, users need the Attachment View / Download, Attachment Access, Attachment Create, and Attachment Delete user permissions

    1. Add a screenshot:
      1. Click the black camera icon.

        If the camera icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Manage the screenshot using the toolbar. The tools from left to right are:

        1. Edit the screenshot title:
          1. Click the pen icon.
          2. Type the new file name.
          3. Click outside the file name field.
        2. Annotate the screenshot with the following tools:
          • Selection: Select and move annotations.
          • Crop: Select this tool, draw a rectangle around the area you want to keep, and click Confirm Crop.
          • Arrow: Draw an arrow.

            Arrows, text, rectangles, ellipses, and free draws will use the color selected in the Color tool (see below).
          • Text: Click to drop text and click the text to edit.
          • Rectangle: Draw a rectangle.
          • Ellipse: Draw a circle or oval.
          • Free Draw: Draw a line.
          • Undo: Undo the last action.
          • Redo: Redo the last action.
          • Delete: Deletes an annotation that has been selected using the Selection tool.
          • Color: Click to select a color for your annotations. The button on the right opens a color wheel so you can select a color that isn’t in the menu.
        3. Click Download to download the file to your computer.
        4. Click Save to Attachments to save the file to Plutora Test.
        5. Click the to close the pop up without saving the screenshot.
    2. Add a video:
      Videos created from Plutora Test’s Screen Capture are now saved in AWS, meaning that an unlimited number of 25 MB videos can be saved as attachments. 

      1. Click the black video icon.

        If the video icon has a red dot, Plutora Test Chrome Plug-In is not installed. Click here to see the installation instructions. (You must also be using Google Chrome browser.)
      2. Click to select which application window should record.
      3. Click Share.
      4. Click Start Recording.
      5. Click Stop to end the recording.
      6. Edit the video title:
        1. Click the pen icon.
        2. Type the new file name.
        3. Click outside the file name field.
      7. Click Record New Clip to discard the current video and record a new one.
      8. Click Download to download the file to your computer.
      9. Click Save to Attachments to save the file to Plutora Test.
        Plutora Test can accept attachments up to 25 MB in size. If the video is larger, it cannot be saved as an attachment, but you can still download it.
      10. Click the to close the pop up without saving the video.
  10. Add an attachment manually:
    To manage attachments, users need the Attachment View / Download, Attachment AccessAttachment Create, and Attachment Delete user permissions

    1. Click the green cross button under Attachments.
      Green Cross Stryka
    2. Select a file and click Open.
      The attachment uploads and appears as a circular icon.
  11. Manage uploaded attachments:
    1. View an attachment:
      1. Click the view button.
        View Attachment
      2. Click the X in the top right corner to close the attachment.
    2. Download an attachment:
      1. Click the download button.
        Download Attachment
        Your attachment should start downloading immediately.
        Save the file to your hard drive if prompted.
    3. Delete an attachment:
      1. Click the delete button.
        Delete Attachment
  12. Click the Requirements tab.
    Requirements tab when editing a Test Plan
  13. Manage Requirements:
    1. Add Requirements:
      1. Click + Add Requirements. 
        Adding Requirements Test Plan pop up
        Only Requirements that belong to the Release selected under the Test Plan Info tab will show.
      2. Search for External ID, Requirement IDs or Requirement Names.
      3. Click to select Requirement checkboxes.
      4. Click to select the Select/Deselect All checkbox to speed up the selection processs.
      5. Click Add Selected.
        You will be prompted to confirm whether you wish to add the Test Cases associated with the Requirements you have just selected to the Test Plan.
    2. Delete a Requirement:
      1. Click the black next to the Requirement.
    3. Bulk delete Requirements:
      1. Delete Selected Requirements:
        1. Select two or more checkboxes from the left-hand column.
        2. Select Delete Selected from the Action drop down menu.
          Delete selected requirements
        3. Click Confirm.
      2. Delete all Requirements:
        1. Select Delete All from the Action drop down menu.
  14. Click the Team Resources tab.
    Testing-Resources-tab-while-editing Sept 19 2017
  15. Manage Team Resources:
    You can currently only select stakeholders as Testing Resources. In the future, software and environments will be selectable.  

    1. Add Testing Resources:
      1. Select stakeholders from the Showing test resources drop down menu.
    2. Delete Testing Resources:
      1. Click the black X next to the testing resource.
  16. Manage Comments:
    To manage comments, users need the Comments View, Comments Create, and Comments Update user permissions

    Test Plan comments

    1. Click the Comments tab.
    2. Add a comment by typing your comment in the Your comment… field and clicking Send.
    3. Click Edit to edit your comment.
    4. Click Reply to reply to a comment.
    5. To tag a User, so that your tagged comment appears in their Comment Stream:
      1. Type the @ symbol and the first few letters of their name in the comment field.
      2. Click to select their name from the menu that appears after you type @.
        Tag a user in comment stream v101456f83a9b2da90
  17. Click Close or click the X at the top right of the pop up.

Click the clock-shaped button White clock Activity History Strykaon the top right of the pop up to view the Activity History of the record. To see more information about Activity History, click here.

Back to the top arrow

Was this article helpful?

1 found this helpful.