1. Using Financial Reporting Compliance
  2. Create or Edit a Test Plan

Create or Edit a Test Plan

A test plan determines whether a control effectively serves its purpose in alleviating risk. The plan consists of steps you define. A user executes the plan while assessing the control it applies to.

For any given control, you can create multiple test plans, but only one for each of the assessment activity types that apply to controls. Create or edit a plan as you edit the control it belongs to:

  1. In the Controls page, open the record of the control in either view-only or edit mode: Click its name, or select the record and select the Edit option.

  2. In the record of the control, click the Test Plans tab.

  3. A page displays a panel for each of the control assessment activities your organization has activated. (These are assessment activities selected in the Configuration Options page of the Setup and Administration work area). You can:

    • Expand any panel to view the assessment plan for its activity (if one has been created).

    • Define or modify a plan for an activity. If you opened the page in edit mode, click the Create or Edit button (labeled with a pencil icon) in the panel for that activity. If you opened the page in view-only mode, first select Actions > Edit Definition. Then select the Create or Edit button for an activity.