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Creating and Publishing a Test Plan

Build the list of steps each inspection will go through

A test plan is the set of checks you want carried out on every area you inspect. You add the steps in order, decide who completes each one and whether it needs reviewing, then publish the plan so you can start creating inspections from it.

Example: a "Plot handover" plan with steps for first fix, second fix and final inspection.

Creating a Test Plan

  1. Select Quality Assurance V2, then Test Plans.

  2. Select + New test plan.

  3. Enter a Name and Description.

  4. Press Create test plan. Your plan is listed under Test Plans as Draft.

Adding Steps

  1. Open your draft plan and select Add step button

  2. Pop up will appear. Enter the step's Name and Description.

  3. Select who completes and submits this step (ie everyone has access to it, or you might want to restrict it to a person / cohort)

  4. Toggle 'Review Required' -if you want this step to be reviewed by someone. If it is toggled on, you can then select the person / cohort you want to review this step.

    Steps that don't need review are approved automatically as soon as they're submitted.

  5. Once finished, select add step button

  6. The step is added to the plan with its own empty form.

  7. Repeat for each step, in the order they should be done.

You can drag and drop each step to the order you want them to be in.

Each step needs a form before the plan can be published. See Building a Step's Form.

Publishing Your Plan

When you are happy with all your steps (and completed building the forms within the steps), you are ready to publish the plan.

  1. Select Publish.

  2. Your plan is listed as Published and can now be used to create inspections.

If Publish isn't available, hover over it to see what's missing. A plan can't be published if:

  • it has no steps

  • a step has no cohort to submit it

  • a step needs review but has no reviewer cohort

  • a step's form has no questions

Disabling a Plan

When a plan is no longer needed, open it and select Disable. It moves to Disabled and can't be used for new inspections. You can publish it again at any time.

Use Case

Quality managers setting up the standard checks for a project, such as plot handovers, M&E sign-offs or fire stopping inspections.

💡 Tips

  • Use the step description to tell inspectors what the step is for. It's also used as the form's description.

  • Use the status filter and search on the Test Plans list to find plans quickly.

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