Test Plans
Test Plans are the templates for a test order to be carried out during or after the item or lot has been received on stock and has gone into quarantine. The Test Plan uses the defined Test Property Sets and Test Devices.
Test Plans can be created item-specific. Either they are related to an item via the Item Card or via the related routing. That means a Test Plan must be allocated to each item that is to be tested.
To create test plans
In the header of the Test Plan template there is general information regarding the Test Plan. In the lines of the template the selected Test Property Sets are listed or are managed.
- Choose the
icon, enter Test Properties, and then choose the related link. - Choose the New action.
- Fill in or update the fields as described in the following tables.
General FastTab
The fields on the General FastTab are described in the following table.
| Field | Description |
|---|---|
| No. | Unique identifier from the number series or manually entered if manual numbering is allowed. |
| Version | Current version of the test plan. Since Test Plans are versioned, when a Test Plan is certified, it starts with version 1. It is allocated automatically and serially numbered through. |
| Description | Description of the test plan. |
| External Document Name | Identifies a document file that relates to the test plan. If a file exists, choose Show External Document on the Home menu to open the file. To upload a file using the standard Import page, choose the ellipsis button or choose Upload External Document on the Home menu. For more information, see Document Storage. NOTE: This field is displayed only if the Document Storage Point field = Per Record in the Quality Assurance Setup page. |
| Status | Current state of the Test Plan. The options are New, Certified, Under Development, and Closed. New Test Plans are set with the New status. Test Plans that are not certified cannot be used or selected for test orders. |
| Type | Specifies if the test plan is related to an Item or a Test Device. |
| Valid from / Valid to | Specifies in which period the test plan can be used. If a test plan has expired and is connected to an item, a message opens upon posting of the receivable. |
| Default | Indicates if the testing has been defined internally or if it should be executed based on an external request (for example, testing according to the technical supervision society). |
| De.-/Certification Date / De.-/Certified by | Date and User ID of when certification status changes. |
| Responsibility Center | Responsibility Center that is allocated to the test plan. |
| Ready for Certification | Automatically turned on when the status is changed to Certified. |
| Usages Assgnt. (Items) | Displays the number of Test Plan Assignments in which the Test Plan No. is used. Choose the value to open the filtered records in the Test Plan Assignment page. Relevant for Test Plans with Type = Item. |
| Usages (Test Devices) | Displays the number of Test Devices that contain the Test Plan No. as the Default Test Plan No. Choose the value to open the filtered records in the Test Device List page. Relevant for Test Plans with Type = Test Device. |
Lines FastTab
In the Lines FastTab, the Test Property Sets are allocated to the Test Plan. The pre-selected test values from the Test Property Sets are also copied. It is possible to change certain editable fields of the copied Test Property Sets and criteria. This may be necessary if some of the expected test results have to be changed to fit the related item or routing (such as Upper Limit and/or Lower Limit).
Test Plan Property Set Card
On the Lines FastTab, choose Property Set > Card to open the Test Plan Prop. Set Card for a line. For Test Properties that have a Testing Method of Counting (AQL), specific properties can be tested in a given interval of test quantity. Use the Personalize feature in the Test Plan Prop. Set Card page to show the Test Each (Times) field.
The Test Activity No. field is used to assign a predefined activity to an individual Test Plan Property Set line and specifies how long it takes to perform testing of this property. For more information about Test Order Scheduling, see Test Order Scheduling.
The information entered in the Test Each (Times) field determines whether the lot- or serial number has to be tested or not. For example, if this field is set to 3 on the Scratch test property, scratches will be tested on the first and then again on the fourth test.
Note
The Test Each (Times) field cannot be populated if an Inspection Severity Code is entered on the Item Test Prop. Insp. Severities page (see Inspection Severities of Test Properties).
The Test Locations field indicates whether a test location has been assigned to the test plan property. To assign a test location, choose Property > Test Locations on the Lines FastTab. Enter the location code, any related costs, and select the Standard checkbox if this test location should be copied to the Test Order Property directly.
For information about how determined values are affected by the Upper Limit and Lower Limit fields in the Test Plan Prop. Set Card, see Interpret Determined Value.
In the Contextual Details FastTab you can see whether internal/external comments exist for the test plan property set as well as its short and long text. On the Related menu, choose Property Set > Translations to open the Test Translation page, in which the translations of the test plan property set description, short text, and long text can be viewed or edited (if the test plan is open). For more information, see Test Translations.
To view the source test property information, choose Property > Card to open the Test Plan Prop. Card page.
Test Property Text and Translations
In the Lines FastTab, extended text for the test property is displayed in the Test Property Text and Test Property Text 2 fields. To view or edit (if the test plan is open) the translations of the test plan property description, short text, and long text, choose Property Set > Translations to open the Test Translation page. For more information, see Test Translations.
Usage FastTab
The fields in the Usage FastTab are determined based on the type of Test Plan, either Item or Test Device.
- Type = Item – Displays information from the Test Plan Assignment page. If multiple items, item variants or item categories use the test plan, a value of Unspecific is displayed in the Item No. field and the other fields are empty, but details of assigned setups are listed in the Test Plan Assignment FactBox. Choose the value in any field to open the Test Plan Assignment page with the filtered records.
- Type = Test Device – Displays information from the Test Device page. If multiple test devices use the test plan, a value of Unspecific is displayed in the Test Device No. field and the other fields are empty. Choose the value in the Test Device No. field to open the Test Devices page with the filtered records.
Miscellaneous FastTab
The fields on the Miscellaneous FastTab contain test plan modification information. These values are automatically determined based on the current date and the active User ID and are non-editable.
Home/Reports Menus
The actions on the Home and Reports menus are described in the following table.
| Menu | Action | Description |
|---|---|---|
| Home | Copy Test Plan | Copies all Test Property Sets and criteria of an existing Test Plan to a new Test Plan. |
| Create New Version | Creates a new version of an existing Test Plan version (same Test Plan number, new version). | |
| Show External Document | Opens the external document that was entered in the External Document Name field on the General FastTab. For more information, see Document Storage. NOTE: This action is displayed only if the Document Storage Point field = Per Record in the Quality Assurance Setup page. |
|
| Internal Comments / External Comments | Comments can be used to add notes and remarks about a test plan. - Internal comments are printed on documents that will not leave the company such as test plans. - External comments will be shown on documents that can be sent to the customer or vendor. |
|
| Upload External Document | Opens the Import page from where an external document can be uploaded to the Test Plan. For more information, see Document Storage. NOTE: This action is displayed only if the Document Storage Point field = Per Record in the Quality Assurance Setup page. |
|
| Add Document File | Opens the Related Document Files page where existing documents for the Test Plan can be viewed or new documents can be added. For more information, see Document Storage. NOTE: This action is displayed only if the Document Storage Point field = Document File in the Quality Assurance Setup page. |
|
| Activities | Opens the Test Plan Activities page, which is used for the Test Order Scheduling process (see Test Order Scheduling). Test Plan Activities define how much time is required for the test process and links the times to resources and manufacturing capacity. Activities added to a Test Plan can be then assigned to one or more Test Plan Property Set lines. |
|
| Reports | Test Plan | Generates the Test Plan report for preview or printing. |
| Test Plan List | Generates the Test Plan List report for preview or printing. |
FactBoxes
The FactBoxes on the Test Plan Card are described in the following table.
| FactBox | Description |
|---|---|
| Test Plan Assignment | Displays the related Test Plan Assignment records in which the Test Plan No. is used. In the FactBox, choose the values to open the filtered records in the Test Plan Assignment page. |
| Document Files | If the Document Storage Point field = Document File in the Quality Assurance Setup page, then the Document Files FactBox will be accessible for attaching new and viewing existing Test Plan documents. For more information, see Document Storage. |
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