Creating test plans

The test plan captures the test requirements, test cases, test execution criteria, and other information for a particular test cycle.

About this task

A test plan in IBM® Rational® Quality Manager is based on a test plan template. When you create a test plan, you choose a template to base it on.

A test plan consists of several sections that are defined in the template. You can add your own sections to the test plan and you can remove sections that are supplied with the template.

To create a test plan:

Procedure

  1. Point to the Planning icon (Planning), and click Create Test Plan.

    The new test plan opens, with a table of contents on the left and an editor on the right.

  2. At the top of the new test plan, enter a unique test plan name.
  3. Select a test plan template from the list.

    Currently, the application provides three test plan templates. The Default Test Plan template is a superset of Basic Test Plan template. Choose one or the other depending on how many sections you wish to include in the test plan. You use the third template with Web Application Security tests.

  4. Complete the test plan Summary or assign the Summary section to another team member to complete.

    The Summary section consists of two predefined categories (Product and Release) and a Description. To add new products or releases to the test plan or to add your own test plan categories, click the Manage Test Plan Categories icon (Manage category ).

    To complete the test plan Summary:

    1. Select a Product from the list.
    2. Select a Release from the list.
    3. In the Description, type a detailed description of the test plan.

    To assign the Summary section, or any section of the test plan, to another team member to complete:

    1. Click Work Item: Create to open the Create Work Item window.
    2. In the Summary field, enter a summary of the work item.
    3. In the Owned By field, select an owner to assign the work item to.
    4. In the Due field, assign a work item due date.
    5. Click OK.
    A work item of the Task-Quality type is created.
  5. Complete the other test plan sections as needed or assign them to other team members to complete.
  6. To open all test plan sections in the editor at once, select Show All Sections.
  7. To add your own, customized test plan sections or to remove sections that you do not need, click Manage Sections.
  8. Click Save to save the new test plan.
  9. Optional: Click the Print View icon (Print view ) in the upper right corner of the test plan to display a printable version of the test plan.
  10. Optional: Click the Lock icon (Lock test artifact) in the upper right corner of the test plan to make the test plan read-only. When the test plan is locked, only you or an administrator can unlock it. To unlock the test plan, click the Unlock icon (Unlock test artifact).
    Note: You are required to provide your password as an e-signature to complete this action.

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