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How to use 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 how to use test plans in Dalux.

If you want to set up test plans, you can read this article: How to set up Test plans

Table of contents

  1. How to use test plans

How to use test plans

Create test plan registrations on Dalux desktop

Everyone in the workflow that the test plan is associated with can use the test plan and make registrations. On Dalux Desktop, you can access test plans by going to:

Field Test plans Select the test plan from the appropriate folder.

With the test plan selected, clickNew in the top menu. Now select which point you want to add a new registration to.

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When you select a point a pop-up window will appear. In this window you can select:

  • Location - needed for tests in zones to count toward the set extent.
  • Multiple inspection points - useful if you are testing multiple things at once.
  • Add attachment - for adding images or documents.
  • Comments - a text field for any potential comment needed.

Click 'Save' at the bottom to save your work.

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It is also possible to create test plan registrations in the Locations module. This is done by clicking a point on a drawing, and then New  Test plans.

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View test plan registrations on Dalux desktop

You can view your completed test plans in several ways.

Filled-out test plans can be found in Field Test plans.

From here the test plans are organized in folders according to work packages. Open a folder and select the test plan.

You can switch between the:

  • Test plan - Here you can see the test plan and the status of finished checks.
  • Extent overview - This will open a matrix showing the extent of checks.
  • Registrations - This will show a list view of all checks done.

In each view, a point can be opened by double-clicking on it.

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Completed checks will show as green and planned checks will show as grey.

The progress wheel will show the progress and will be automatically updated according to the planned extent.

Create test plan registrations on Dalux mobile

We recommend creating test plan registrations through Locations. Navigate to your location and press on the drawing or in 3D. Then press New registration 'Test plans' Select the appropriate test plan Select an inspection point.

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More inspection points can be added or removed. Select a location, upload documents, take photos, and add a comment if needed.

When the data has been filled in, press 'Save' in the top menu to save the registration.

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You can also select 'Test plans' from the Home screen. Then select the appropriate test plan and an inspection point. A new registration can be created using the -icon in the top menu.

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 Read more

If you want to learn more about setting up test plans, read this article: How to set up Test plans.

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