Create a test plan in Audit Workspace

---
title: Create a test plan in Audit Workspace
description: Create a test plan to document the control testing procedure. You can create a test plan from scratch or based on a test template to describe how a feature is to be tested.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/create-test-plan-audit-ws.html
release: brazil
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Audit Supervisor Workspace, Audit Workspace overview, Audit Management, Governance, Risk, and Compliance]
---

# Create a test plan in Audit Workspace

Create a test plan to document the control testing procedure. You can create a test plan from scratch or based on a test template to describe how a feature is to be tested.

## Before you begin

Role required: sn\_audit.manager, sn\_audit\_ws.supervisor, sn\_audit\_ws.auditor, sn\_audit.user

## Procedure

1.  Navigate to **All** > **Audit** > **Audit Workspace**.

2.  Click **Create** and select **Test plan** from the **Home** page.

    You can also create a test plan by navigating to the Audit workspace List page.

    1.  Click the lists icon \(\[Omitted image "ListsIcon.jpg"\] Alt text: List icon.\).
    2.  Click **Test plans** in the Execution list.
    3.  Click **New**.
    You can also create a test plan from an engagement that is in **Validate** or **Fieldwork** state by selecting the test plan and clicking the **Generate Control Tests** button in the Test plans related list.

3.  To change the content of the test plan to the content in the test template, click **Revert to template** button.

4.  On the form, fill in the fields.

<table id="table_m54_5g2_mqb"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

Unique identification number.

</td></tr><tr><td>

Name

</td><td>

Name of the test plan.

</td></tr><tr><td>

Control

</td><td>

The control that this test plan covers.

</td></tr><tr><td>

Entity

</td><td>

Entity is auto-populated based on the value selected in the **Control** field.

</td></tr><tr><td>

Test template

</td><td>

Related test template.If you select a test template, all the fields in the **Design test** and **Operational test** sections are populated with the test template values.

</td></tr><tr><td>

Duration

</td><td>

Expected duration of the test.

</td></tr><tr><td class="sub-head" colspan="2">

Design test

</td></tr><tr><td>

Design expectations

</td><td>

Basic requirement that should be met for a control to be effective.

</td></tr><tr><td>

Design assessment procedures

</td><td>

Procedure or steps to be followed to conclude whether the design of the control is effective to achieve the control objective or not. This is based on the design expectation.

</td></tr><tr><td class="sub-head" colspan="2">

Operational test

</td></tr><tr><td>

Operational expectations

</td><td>

Expectations that should be met to ensure that the control is operating effectively to achieve the control objective.

</td></tr><tr><td>

Operational assessment procedures

</td><td>

Detailed steps, to carry out the operational expectations, which need to be performed to conclude that the control is operating successfully.

</td></tr></tbody>
</table>5.  Click **Save**.

6.  To visually explore the relationships between the different types of critical audit data that affect your business, click **360° view** button.