Create one or more test plans.

You can create a test plan independently, as part of a product, or as part of a work order.
  1. Complete the steps that align with your goal.
    OptionDescription
    Create a test plan.
    1. Navigate to Operations » Work Items.
    2. Click Create test plan.
    Create a test plan for a specific product.
    1. Navigate to Product Insights » Products.
    2. Click the product for which you want to create a test plan.
    3. Click the Work Items tab.
    4. Click Create test plan.
    Create a test plan as part of a work order.
    1. Navigate to Operations » Work Orders.
    2. Click the work order for which you want to create a test plan.
    3. Click the Work Items tab.
    4. Click Create test plan.

    Create a test plan as part of a DUT.

    1. Navigate to Systems Management » Assets.
    2. Click the DUT for which you want to create a test plan.
    3. Click the Work Items tab.
    4. Click Create test plan.
  2. Optional: In the Create test plan slide-out, select the product family of the product.
    SystemLink updates the Product drop-down menu with only products in the product family you selected.
  3. Select the product for which you want to create a test plan.
    If you did not specify the product family, SystemLink updates the Product family drop-down for you.
  4. Click Next.
    SystemLink lists the test plan templates you can use for creating your test plan.
    Note To make a new test plan template, use the SystemLink API.
  5. Select a test plan template.
  6. Click Next.
    SystemLink copies the information and files linked to the template to the new test plan.
  7. Optional: Modify the test plan details.
  8. Click Create.
    SystemLink opens the test plan you created.
  9. Optional: To add files to your test plan, click Files » Upload files.
After creating a test plan, schedule when SystemLink executes your test plan.