Create ITPs At The Project Level

At the project level, you can create new ITPs manually from scratch, copy ITPs created at the organization level, or import them using a template. The template is available to download from the Download template button.

Navigate to Inspection and Test Plans at the project level

  1. From your project home page click Settings, and then select the Compliance or Completions icon. The Module management page shows the available modules under Product Settings.

    The Inspection and Test Plans toggle must be enabled for the module.

  2. In the Product Settings landing page select the Module Settings tab, and then select a module. The Module settings landing page shows.

  3. Select the Project settings tab, and then click the Open Inspection and Test Plans link. The Inspection & Test Plans page opens.

Manually create a new ITP

  1. In the Inspection & Test Plans page, click Create ITP. The Create ITP dialog box shows.

  2. Enter the ITP information, and then click Save.

Copy ITP from organization

  1. Click Copy ITPs from Org. The Copy ITPs from Org dialog box opens.

  2. Select ITPs from the list and then click Copy. You can select up to 20 ITPs at a time.

  3. The ITPs now show in draft mode in your projects Inspection & Test Plans page.

Import ITPs

  1. In the Inspection & Test Plans page, click the Download template link. The Inspection and Test Plan Import Template is downloaded to the downloads folder.

  2. Fill in the ITP information.

    Included in the template are the Instruction and Example sheets.

  3. Click Create ITP. The Create ITP dialog box shows.

  4. Enter the required fields, and then click Select file to Import.

  5. Select the ITP template, and then click Open. The ITPs will show in the Inspection & Test Plan page.

Considerations

You must have Level 3 – Account Admin permissions in InEight Platform or a Compliance or Completions role with the applicable permissions.