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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create test step plans in the test plan

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 (

Image omitted: ListsIcon.jpg
List icon.\).
  1. Select Test plans under Execution.

  2. Select a test template record from the list of test plans.

  3. Select the Test step plans tab to view the list of test step plans and create a new test step plan.

  4. Select New to create a new test step plan.

  5. 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.
    • Select Save to save the test step plan.