Create test step plans in the test plan

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a test step plan from the Audit Workspace by selecting a test plan, opening the Test step plans tab, and entering details like identifier and assessment objective.

    Before you begin

    Role required: sn_audit.admin or sn_audit.manager

    About this task

    Test step plans are generated for the test plan of a control based on the control objective. Each control objective has a particular test template, and test step templates are created for this test template. Test plans are generated from the test template of a control objective. Test step plans are generated from the test step templates.

    Procedure

    1. Navigate to Workspaces > Audit Workspace.
    2. Select the lists icon (List icon.).
    3. Select Test plans under Execution.
    4. Select a test template record from the list of test plans.
    5. Select the Test step plans tab to view the list of test step plans and create a new test step plan.
    6. Select New to create a new test step plan.
    7. In the test step plan form, enter the following details:
      • Identifier: The identifier of the test step plan.
      • Test plan: The name of the test plan. By default, this field is automatically populated.
      • Assessment objective: The assessment objective. An assessment objective is the guideline for how to assess the control.
    8. Select Save to save the test step plan.