Creating a test plan by test case
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Prerequisite
• Access to the File > Requirement test > Test plan (REQ020) menu.
Introduction
This article will teach you to create test plans by test case.
Creating a test plan by test case
To create a test plan by test case, perform the following steps:
1. Access the File > Requirement test > Test plan (REQ020) menu.
2. Click on the 
button.
3. Enter the ID # and Name of the record.
4. In the Test type field, check the Test case option.
5. In the Recurrence field, define the frequency in which the tests will be performed.
6. Configure the test result options. Choose whether it will be mandatory to add comments for specific results and define the necessary percentage to consider the result as Passed.
7. Click on the 
button.
8. If desired, customize the results. See further details in the video below.
9. If you wish to add a complete description to the test plan, select the Details tab and click on Description.
10. Click on the 
button.
Recurrence configuration
Recurrence pattern: Define whether the event will be executed daily, weekly, monthly, or yearly.
Every: After defining the period, choose the number of days, weeks, or months after which the event will be executed, or the day of the year.
Use the following fields: Starts on (Choose an item), Ends on (Choose an item), Starts on (DD/MM/YYY), Ends after (Occurrences), Ends on (DD/MM/YYYY) to define exactly when the event will be started and ended for each of the tasks associated in the Monitored objects section. Through the Starts on (Choose an item) and Ends on (Choose an item) fields, it is possible to determine that the event will be triggered on the start date of the task and ended when its deadline is reached.
Test plans must have at least two configured results, passed and failed, but it is possible to add as many extra results as necessary.
Extra configurations
• In the Details tab, it is possible to configure the test plan security. The steps for this configuration are displayed in the Configuring a security article.
• It is possible to associate documents from SoftExpert Document and add attachments related to the test plan. For further details on this operation, refer to the Adding attachments and associating documents article.
Conclusion
The test plan is ready to be associated with the requirement.