How to set up Test plans

Test plans are a way to document and track different processes, quality standards, and materials. They are designed for subcontractors or contractors to ensure the quality of their work on-site. This article will explain test plans in Dalux, how to create test plans, and how to use them.

A test plan is a predefined list of items that the subcontractors/contractors need to check, to document the quality of their work. Typically, test plans are divided into different trades and stages within the construction.

Using test plans in Dalux can be done on-site with Dalux Mobile.

How to set up test plans

Before you can use test plans on your project, you need to enable the feature. To do so, go to

Settings Field Add features 'Test plans' Activate.

Test plans in Dalux can be created manually or imported from an Excel template.

To start creating test plans, go to Settings Field 'Test plans'.

From the pop-up menu, you have three options. You can:

• Create a new test plan
• Copy Test plans from another project
• Copy Test plans from the company profile

Copying existing test plans is useful if the same test plans are used across different projects.

Making a new test plan in Dalux

To create a new test plan, go to

Settings Field 'Test plans' Add Create new.

In the window, give your Test plan a name and prefix. You can also select which columns to include in the Test plan. If you already have an empty test plan workflow set up, you can choose it here.

Test plans in Dalux can be created manually, point by point, or imported from an Excel template.

To create the test plan manually, drag and drop points from the side menu. You can then enter the required information in each field. Unwanted points can be dragged to the -icon at the bottom, to be deleted.

Alternatively, you can use Excel to import multiple points at once. First, make a template in Dalux or use the empty test plan.

Copy it to your clipboard by clicking Copy. Then open up Excel and press 'CTRL+V' (Paste).

You can then start filling out the cells in Excel. When you are done, the entire table can be copied and pasted back into Dalux, by clicking Paste in the top menu and pressing 'CTRL+V'.

How to add a checklist to a test plan

Checklists can be added to the different inspection points. This is useful if a certain process has multiple checks that need to be done.

To attach a checklist to a test plan, click 'Checklist' in the registration type column, choose the checklist you want to attach and click 'OK'.

When you add a checklist to a test plan, the checklist will automatically open, when the inspection point is clicked while filling out a new test plan.

Planning extent

Set up a workflow for a test plan

After setting up a test plan, you need to connect it to a workflow. You can either create a new workflow for this or connect it to an existing empty one.

To create a new workflow go to

SettingsFieldWork packagesClick next to the work package in which you want to place the workflowAdd workflow

Select the workflow type Test plan and choose the desired test plan from the list. The workflow will automatically be named after the selected test plan.

You can also create an empty test plan workflow and add a test plan to it later.

If you already have an empty test plan workflow, you can select it when creating the test plan or when editing it in the Settings of the test plan.

A test plan can only be linked to one workflow in one work package.