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Editing a Test Plan

Rename, reorder or remove steps and change their settings

You can change a test plan as your project moves on. Rename steps, change their order, remove ones you no longer need, or change who completes and reviews them.


Making Edits to a Test Plan

  1. Select Quality Assurance V2, then Test Plans, and open the plan.

    • Edit Name / Description - select the Edit Details pen

    • Edit form - select the Edit form pen to edit the form on an individual step

    • Move steps - use the 6 dots on left hand side to drag and drop to location

    • Delete step - select the dustbin icon to delete

    • Change who completes / reviews a step - select the settings button

Changing Who Completes a Step

When you change the cohort who submits a step, any open inspection where nobody has been assigned to or started that step is updated straight away. The step is then open to the new cohort.

Disabling and Republishing

  1. Open a published plan and select Disable to stop it being used for new inspections.

  2. To use it again, open it and select Publish.


Use Case

Quality managers updating a plan when a check is added, renamed or no longer needed.


💡Tips

  • If a step needs review, it must have a reviewer cohort before the plan can be published again.

  • Steps that have already been assigned or started keep their current person when you change the submitting cohort.

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