This document provides information on how to create and manage the test plans of a project in the TESTaide application.
To be able to manage the test plans, you will need to have the correct permissions, such as Project Manager or Create Plan/TC…. For more information, please refer to Global Permissions. |
To create a test plan, follow these steps:
Note that all the steps with (*) are required to enter. |
On the TESTaide homepage, select the project that you want to create a test plan for.
Select the 'Test Plans' menu on the left sidebar.
On the test plan page, click the 'Create Test Plan' button on the top right.
In the pop-up window, enter the following information.
Project Key* : The key of the selected project cannot be chosen, it will be automatically created using the name of the project.
Environment* : Choose a predefined test environment. (Choose only one)
If no environment is available, contact the system admin.
Test Plan Type* : Choose between Manual and Auto
The ‘Manual’ type is … (to be edited further with feature information)
The ‘Auto’ type is … (to be edited further with feature information). The ‘Auto’ type is only available for the Pro edition of TESTaide.
Test Plan Name* : The maximum length for the name is 50 characters.
Description : The maximum length for the description is 1000 characters.
Tags : By using tags, you can search for plans using the Tag Search on the navigation bar to quickly find the plan.
Plan leader : Select the manager of the test plan
Start Date : Plan start date
End Date : Plan end date
Click the ‘Save’ button at the bottom to complete the test plan creation.
To edit the information of a test plan, follow these steps:
On the TESTaide homepage, select the project that contains the test plan you want to make changes to.
Select the 'Test Plans' menu on the left sidebar.
From the list of test plans, select the test plan you want to make changes to.
On the test plan detail page, click the ‘More’ button on the top right of the page. When the drop-down menu appears, select the ‘Edit Plan’ option.
On the pop-up window, edit the test plan information.
Note that the ‘Project Key’ & ‘Test Plan Key’ cannot be edited.
Click the ‘Save’ button at the bottom to save changes.
To remove test plan(s), follow these steps:
On the TESTaide homepage, select the project that contains the test plan(s) you want to remove.
Select the 'Test Plans' menu on the left sidebar.
From the list of test plans, select the test plan you want to remove.
On the test plan detail page, click the ‘More’ button on the top right of the page. When the drop-down menu appears, select the ‘Delete Plan’ option.
When the pop-up window appears, click the 'OK' button to complete the deletion.