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Blog
- 2021: VP Harris Inauguration Elevates Diversity and Executive Leadership
- Covid Cyber Employment Fraud: $Millions in Job Fraud, $Billions in Unemployment Fraud. Recruiters and Jobseekers Paradigm shift
- Does Post Covid Demand, "Evolve or Fold" Data Strategy?
- World Talent Economy Forum on Global Competitiveness
- Jobs n Career Success: Employment News
- CMDB Corporate Governance for Publicly Held Companies
- Top Trends in Project Management
- Freshwork's Multichannel vision for FreshService (ITSM)
- Microsoft Teams Tripping Transcription Tenancy.
- Uber's Call Center Security Social Engineering Massive System Breach
- Community Crisis Resource Reference List
- Financial Services Operations
- AI: Knowledge Centered Support
- Review and Approve Knowledge
- Predictive Intelligent Situational Awareness
- ROI: Demand AI Service Management
- ChatGPT Ethics and FTC
- Imperative: Governance Risk Compliance
- Gamifying ITSM Excellence
- AI Revolutionizes Service Management
- GRC Industry Reference Matrix
- Walk Up Experience- Design-To-Deliver
- AI & GRC Defense Against Security-Data Breach
- 5-Star ITSM Solutions
- Remedy to ServiceNow Migration
- 5-Step Policy-Compliance Risk Management
- Vulnerability Remediation RACI
- Be Your Best-Self Strategies
- Knowledge is AI-Power
- Artificial-Intelligence in Employment-Fraud Exploits
- RIDAC Log Management
- Broad's AI COVID-19 Solutions
- KAUST: AI-Healthcare Innovation
- Embracing Equity in IT Service Management
- ITSMF: Erik Bock, Digital Business
- ServiceNow World: Chicago Wednesday, 11/02
- Today's HR Super Trends
- Empty Nester Creates Meaningful Mother's Day
- Constructive Feedback from Destructive Work Environment
- Noir and Grit: This is The Batman
- Jeffrey Nicoll, CEO of JIT and ServiceNow Executive Strategist
- March of International Women and Creating Ideas that bring Hope, Opportunity and Transformation
- IT Service Management News and Views
- Eye Strain: Modern Sources and Solutions
- Remembering Paradise by the iconic Meatloaf (Dead at 74 of COVID)
- Covid and Omicron 911, That was my Emergency
- Fresh Juicing for Healing: Dawn's COVID Part 2 (Omicron edition)
- Facebook's Response to "Whistleblower Protection Program" is new brand, MetaVerse
- Senate Hearing on Facebook Transparency an Accountability
- October 2021: Facebook's Platform Challenges
- Strategies to Stop Cyber Crime & Bullying
- San Francisco Bay Area: ITSMF News
- SNL lessons, hosted by Elon Musk
- 5 Ways to Create Opportunity with Social Leadership
- Happy Saint Patrick's Day
- INTERNATIONAL WOMEN'S DAY EDITION: Celebrating our World's Leaders
- Tribute In Memory: Heartland Rock Icon- Michael Stanley
- Middle East's Top CIO50 Innovation Leaders. #7 is the most visionary Healthcare CIO, I've worked with.
- TOP TIPS: Attracting LinkedIn Viewers
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ServiceNow
- Financial Services Operations
- Gamifying ITSM Excellence
- AI Revolutionizes Service Management
- GRC Industry Reference Matrix
- AI & GRC Defense Against Security-Data Breach
- Strategic Portfolio Management FAQs
- Service Catalog Process FAQs
- DevOps & Change Velocity
- Demystifying Taxonomy Categorization
- Email-to-Incident is Costly Inefficiency
- Role of CMDB-Management Service-Owner
- ServiceNow Virtual Agent Chatbot
- Vulnerability Response Workspace Module
- Best of ServiceNow Vancouver
- Enhancing End-User Service Experience
- Comparing ServiceNow-Strategic-PM to Microsoft-PM
- AI and Improved Knowledgebase-Search
- Washington ESC or Knowledge Portal?
- Introducing Security Incident Response
- Vulnerability Response Test Plan
- Efficient Workday to ServiceNow Integration
- AutomatePro AutoTest: Getting Started
- AutomatePro AutoTest Custom-Testing
- ServiceNow Executive Reporting Approaches
- SPM Gantt Chart Presentation
- CMDB Health Dashboard
- Incident On-call Best Practices
- BA Product Update Process
- Getting-Started ServiceNow Timesheet Management
- ServiceNow Service Catalog Builder
- 10 Cool Features Standard-to-Pro
- Comparing GRC & IRM
- Starting ServiceNow GRC Process
- Accelerate ServiceNow-Knowledge with Microsoft-Word
- Managing Incident Surge Problems
- High Volume Incident-Management Strategies
- SPM Risk Management Process
- Pinned KB-Articles & deflection
- ServiceNow Document Management System
- Mastering Knowledge Article Pinning
- Persona Use & Administration
- AI-Powered AutomatePro & ServiceNow
- AutoPlan Release Setup Simplified
- AI: Dawn’s Demos AutomatePro
- Raptor Workflow Data Platform
- ServiceNow Xanadu AI Advantage
- SPM Collaborative Workspaces
- AI-Powered Xanadu & RaptorDB
- Explore AutomatePro Release 8.0.0
- Accelerating IRM & GRC
- Roadmap CMDB-HAM-SAM Value Recognition
- AutomatePro & ServiceNow Automated-Test
- Remote Support Success Strategy
- CMDB Powered Digital Transformation
- ServiceNow's Generative AI Revolution
- Knowledge after-Party #100DaysOfServiceNow
- Generative AI in ServiceNow-SPM
- Knowledge is AI-Power
- ServiceNow World: Chicago Wednesday, 11/02
- Jeffrey Nicoll, CEO of JIT and ServiceNow Executive Strategist
- AI-powered ServiceNow Tests
- Xanadu Upgrade: ServiceNow SPM
- Xanadu Upgrade: CMDB Plan
- AI Test-Powered ServiceNow
- Transforming Healthcare Software Catalogs
- Predictive Intelligence in ServiceNow
- California Wildfires: Lessons in Public-Sector Portals
- Impactful Incident Management Knowledge
- Starting ITSM Predictive Intelligence
- TPRM Business-Analyst Guide
- Robotic Process Automation Workflows
- Mastering Zing Search Optimization
- A-Z Data Fabric Glossary
- Workflow Data Integration Fabrics
- New in Performance Analytics
- Predictive Intelligence & ITSM
- Predictive Change Mastery
- Optimize ServiceNow ML Training
- HAM & SAM Base
- Foundations for Asset Management
- Xanadu Upgrade Drives Innovation
- Upgrades: AutoTest from ATF
- RaptorDB for Data Owners
- AutomatePro: Greenfield ServiceNow Strategies
- Build ServiceNow Data Fabric
- Visualize Governance Empower Decisions
- Data Fabric Governance & Quality
- Automated Test Platform Health
- AutomatePro AutoDocument from AutoTest
- UC: AutoTest & AutoDocument
- ServiceNow Collaborative Workspace Management
- ServiceNow User Experience Analytics
- AutomatePro: Ditch Manual Agile
- Master Collaborative Workspace Planning
- Master Figma Developer Handoff
- Figma Based Design Tokens
- Known Error Process Essentials
- SAFe Release Planning Process
- Agile Automation’s Unexpected Value
- ServiceNow Workflow Data Platform
- Zero Copy Powers Performance
- Accelerate GenAI Workspace Delivery
- Careers Figma‑Powered ServiceNow
- Accelerate ServiceNow AutoDeploy Value
- Simplify CSDM Amplify Value
- Epic Chicago World Forum
- AutomatePro 9.0.2 Breakthrough Features
- Manual Deployment Defect Loops
- Setting Up Agile Boards
- RaptorDB Demo Data Anonymization
- Show Remaining Articles (95) Collapse Articles
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Getting Started
- Introduction to Knowledge Management
- Knowledge Categorization "Find-ability"
- Productivity: Service Operations Workspace
- Conduct A Windows-Security Scan
- Burp Suite Professional & Web Security Process
- BMC Remedy ITSM Reference
- AI: ServiceNow Virtual-Agent Chatbot
- COE for Human Resources
- Getting Started: Engagement Manager
- One-IT: Effective Ticket Handling
- Service Catalog Order Guides
- Employee Journey Management ServiceNow
- Productivity Tips for Knowledge-Users
- Strategies for Manual Test
- TikTok for Digital Leaders
- Master Social Video Editing
- Understanding Security Encryption Standards
- Persona Use & Administration
- AutomatePro A-Z Terminology Glossary
- Predictive Intelligence in ServiceNow
- TPRM: Solving Vendor Risk
- Agent Assist Setup
- Artificial Intelligence A-Z Glossary
- Predictive Intelligence Knowledge Service
- Setup Free Azure DevOps
- Robotic Process Automation Workflows
- Optimize ServiceNow ML Training
- Effective Business Process Consultancy
- Automate New Hire Access
- AutomatePro: Greenfield ServiceNow Strategies
- Build ServiceNow Data Fabric
- Microsoft Sync Sanity Saving
- ServiceNow User Experience Analytics
- Master Figma Developer Handoff
- Known Error Process Essentials
- ESL ChatGPT Prompt Tips
- Show Remaining Articles (21) Collapse Articles
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FAQs
- Knowledge Categorization "Find-ability"
- FAQs: Governance Risk Compliance
- Understanding Clop Ransomware Mitigation
- ServiceNow IRM SOX FAQs
- Strategic Portfolio Management FAQs
- Chat GPT FAQS
- Ticket Handling Infographic FAQs
- Service Catalog Process FAQs
- DevOps & Change Velocity
- Role of CMDB-Management Service-Owner
- Vulnerability Response Workspace Module
- How-To Import ServiceNow Stories 🚀
- Best of ServiceNow Vancouver
- Enhancing End-User Service Experience
- Washington ESC or Knowledge Portal?
- TikTok for Digital Leaders
- Mastering Telecommuting Efficiency
- Essential Laptop Migration Hacks
- AutomatePro A-Z Terminology Glossary
- Microsoft Sync Sanity Saving
- Zero Copy Powers Performance
- Show Remaining Articles (6) Collapse Articles
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Strategic Portfolio Management
- Understand ServiceNow's 2 SPMs
- Comparing ServiceNow-Strategic-PM to Microsoft-PM
- Efficient Workday to ServiceNow Integration
- ServiceNow Executive Reporting Approaches
- SPM Gantt Chart Presentation
- Strategic Portfolio Management Foundations
- Timeline: ITBM to SPM
- SPM Project Templates
- SPM: Starting a Demand
- AutoMatePro AutoPlan Demand Management
- Strategic PPM Risk Management
- SPM Risk Management Process
- Xanadu Upgrade: ServiceNow SPM
- Xanadu Upgrade Drives Innovation
- ServiceNow Collaborative Workspace Management
- SAFe Release Planning Process
- Epic Chicago World Forum
- Setting Up Agile Boards
- Show Remaining Articles (3) Collapse Articles
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AutomatePro
- AutomatePro AutoTest Reference
- AutomatePro AutoTest: Getting Started
- AutomatePro AutoTest Custom-Testing
- Autotest: Test-Run Defects
- Quality Assurance Test Process
- AutoTest Case Planning
- AutomatePro Functions and Permissions
- AutoMatePro AutoPlan Demand Management
- Introducing AutomatePro Control Console
- Troubleshoot AutoTest Run Issues
- QuickStart-AI Service Catalog Test
- 8.2 New AutoTest Features
- AutomatePro AutoTest Operations Process
- Persona Use & Administration
- AutomatePro A-Z Terminology Glossary
- AI-Powered AutomatePro & ServiceNow
- AutomatePro Accelerated Agile Sprints
- Advanced ServiceNow Test Automation
- Costly Habit: Manual Test
- Transforming Healthcare Software Catalogs
- Upgrades: AutoTest from ATF
- BPC Heros & AutomatePro
- AutomatePro: Greenfield ServiceNow Strategies
- Automated Test Platform Health
- AutomatePro AutoDocument from AutoTest
- UC: AutoTest & AutoDocument
- AutomatePro: Ditch Manual Agile
- Agile Automation’s Unexpected Value
- Accelerate ServiceNow AutoDeploy Value
- Ignite Impact Driven CoE
- Epic Chicago World Forum
- AutomatePro 9.0.2 Breakthrough Features
- Manual Deployment Defect Loops
- Show Remaining Articles (18) Collapse Articles
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Glossary Reference
- Security and IT Glossary
- Guided After-Action Report
- Security-Operations GRC Glossary
- Artificial Intelligence A-Z Glossary
- Business Process Improvement Glossary
- HR Glossary
- Strategic Portfolio Management Glossary
- Service Catalog/Portal A-Z Glossary
- AutomatePro A-Z Terminology Glossary
- Healthcare Compliance Simplified Framework
- A-Z Data Fabric Glossary
-
ITSM
- ITSM Capability Model- L1
- One-IT: Effective Ticket Handling
- Service Catalog Order Guides
- Email-to-Incident is Costly Inefficiency
- CMDB Health Dashboard
- Incident On-call Best Practices
- Managing Incident Surge Problems
- High Volume Incident-Management Strategies
- Pinned KB-Articles & deflection
- Stockroom Asset Management Mastery
- Starting ITSM Predictive Intelligence
- Predictive Intelligence Knowledge Service
- Predictive Intelligence & ITSM
- Predictive Change Mastery
- Xanadu Upgrade Drives Innovation
- Best Approach Problem Management
- Epic Chicago World Forum
- Show Remaining Articles (2) Collapse Articles
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Service
-
Overview
- Productivity: Service Operations Workspace
- GRC Managed Risk
- GE Change Acceleration Process
- Overview: Employee Center Pro
- SOX Control-Management and Attestation
- RIDAC: Strategic Portfolio Management
- Artificial Intelligence A-Z Glossary
- Advanced Program Management
- AI: ServiceNow Virtual-Agent Chatbot
- Business Process Optimization Reviews
- Proper Ticket Handling Imperative
- Public Sector Digital Services
- Employee Journey Management ServiceNow
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UAT
- UAT- Approve or Reject Change
- Demo Service Catalog
- AutoTest Case Planning
- Strategies for Manual Test
- 8.2 New AutoTest Features
- Persona Use & Administration
- AutomatePro A-Z Terminology Glossary
- AutomatePro Accelerated Agile Sprints
- Advanced ServiceNow Test Automation
- AutomatePro: Greenfield ServiceNow Strategies
- Epic Chicago World Forum
-
Healthcare
- GRC Industry Reference Matrix
- Broad's AI COVID-19 Solutions
- KAUST: AI-Healthcare Innovation
- Eye Strain: Modern Sources and Solutions
- Covid and Omicron 911, That was my Emergency
- Fresh Juicing for Healing: Dawn's COVID Part 2 (Omicron edition)
- Transforming Healthcare Software Catalogs
- Healthcare Compliance Simplified Framework
- Epic Chicago World Forum
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Chat GPT
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Security Operations (SecOps)
- SecOps Vulnerability Response Lifecycle
- Vulnerability Response Workspace Module
- Vulnerability Remediation RACI
- Security Incident Response Introduction
- Introducing Security Incident Response
- Vulnerability Response Test Plan
- High Volume Incident-Management Strategies
- Understanding Security Encryption Standards
- TPRM: Solving Vendor Risk
- BA Guide: Vulnerability Response
- Epic Chicago World Forum
-
Agile
- Agile Scrum Master Guide
- DevOps Automated Test
- Quality Assurance Test Process
- Getting-Started ServiceNow Timesheet Management
- Optimized Sprint Capacity Plan
- Persona Use & Administration
- AutomatePro A-Z Terminology Glossary
- AutomatePro Accelerated Agile Sprints
- Advanced ServiceNow Test Automation
- AI-powered ServiceNow Tests
- 80% Outages: Unauthorized Change
- Upgrades: AutoTest from ATF
- Effective Business Process Consultancy
- CAP Agile Story Grooming
- Data Fabric Governance & Quality
- Automated Test Platform Health
- AutomatePro AutoDocument from AutoTest
- AutomatePro: Ditch Manual Agile
- Agile Automation’s Unexpected Value
- Manual Deployment Defect Loops
- Setting Up Agile Boards
- Show Remaining Articles (6) Collapse Articles
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Knowledge Management
- Productivity Tips for Knowledge-Users
- AI and Improved Knowledgebase-Search
- Washington ESC or Knowledge Portal?
- Knowledge Management Pro Features
- Accelerate ServiceNow-Knowledge with Microsoft-Word
- Pinned KB-Articles & deflection
- ServiceNow Document Management System
- Mastering Knowledge Article Pinning
- Impactful Incident Management Knowledge
- Starting ITSM Predictive Intelligence
- Predictive Intelligence Knowledge Service
- Mastering Zing Search Optimization
- AI Demands: Data Stewards
- ServiceNow Collaborative Workspace Management
- Known Error Process Essentials
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Workday
-
Network Connectivity Solutions
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Business Process Methodologies
- Ideation: DaVinci Inspired Mind-Mapping
- Quality Assurance Test Process
- AutoTest Case Planning
- Managing Incident Surge Problems
- Strategic PPM Risk Management
- AI-Powered AutomatePro & ServiceNow
- Advanced ServiceNow Test Automation
- TPRM: Solving Vendor Risk
- A-Z Data Fabric Glossary
- Workflow Data Integration Fabrics
- New in Performance Analytics
- Effective Business Process Consultancy
- BPC Heros & AutomatePro
- AI’s Emergent Governance Ethics
- AutomatePro: Greenfield ServiceNow Strategies
- Build ServiceNow Data Fabric
- Microsoft Sync Sanity Saving
- CAP Agile Story Grooming
- Data Fabric Governance & Quality
- ServiceNow Collaborative Workspace Management
- Master Collaborative Workspace Planning
- AI Powered Excellence Centers
- C-Suite CxO ChatGPT Prompts
- Brilliant Productivity ChatGPT Prompts
- Known Error Process Essentials
- SAFe Release Planning Process
- Agile Automation’s Unexpected Value
- Ignite Impact Driven CoE
- Epic Chicago World Forum
- Show Remaining Articles (14) Collapse Articles
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Service Catalog & Request Management
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Artificial Intelligence
- 10 Cool Features Standard-to-Pro
- Knowledge Management Pro Features
- QuickStart-AI Service Catalog Test
- Managing Incident Surge Problems
- Master Social Video Editing
- AI-Powered AutomatePro & ServiceNow
- AI Test-Powered ServiceNow
- Predictive Intelligence in ServiceNow
- Agent Assist Setup
- Artificial Intelligence A-Z Glossary
- Predictive Intelligence Knowledge Service
- Robotic Process Automation Workflows
- A-Z Data Fabric Glossary
- New in Performance Analytics
- BPC Heros & AutomatePro
- AI Demands: Data Stewards
- AutomatePro: Greenfield ServiceNow Strategies
- Data Fabric Governance & Quality
- AutomatePro: Ditch Manual Agile
- Prompt-Powered Business Solutions
- ESL ChatGPT Prompt Tips
- Ignite Impact Driven CoE
- NEOM Innovation Creates Opportunity
- RaptorDB Demo Data Anonymization
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Integrated Risk Management
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Microsoft
- Effortless Excel Mail Merge
- CoPilot Powered Productivity Tips
- Accelerate ServiceNow-Knowledge with Microsoft-Word
- USB Ports Troubleshooting Tips
- Mastering Telecommuting Efficiency
- Essential Laptop Migration Hacks
- Setup Free Azure DevOps
- A-Z Data Fabric Glossary
- Microsoft Sync Sanity Saving
- Email Suite Comparative Analytics
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AI: Generative Artificial Intelligence
- Mastering iPhone 16 AI
- AI-powered Service Management Operations
- AI Video Editing Hacks
- AI Workflow Reengineering Requirements
- AI: Dawn’s Demos AutomatePro
- AI Powered Career Resilience
- Raptor Workflow Data Platform
- AI-Powered Xanadu & RaptorDB
- AI Assist's Rockstar-Agent
- Advanced ServiceNow Test Automation
- AI-powered ServiceNow Tests
- Optimize Productivity with Siri
- AI Test-Powered ServiceNow
- Predictive Intelligence in ServiceNow
- California Wildfires: Lessons in Public-Sector Portals
- Impactful Incident Management Knowledge
- Agent Assist Setup
- Starting ITSM Predictive Intelligence
- Artificial Intelligence A-Z Glossary
- Predictive Intelligence Knowledge Service
- Robotic Process Automation Workflows
- A-Z Data Fabric Glossary
- Workflow Data Integration Fabrics
- New in Performance Analytics
- Predictive Intelligence & ITSM
- Predictive Change Mastery
- A-Z Data Fabric Glossary
- RaptorDB for Data Owners
- BPC Heros & AutomatePro
- AI’s Emergent Governance Ethics
- AI Demands: Data Stewards
- Master Data Quality Dimensions
- AutomatePro: Greenfield ServiceNow Strategies
- Build ServiceNow Data Fabric
- Data Fabric Governance & Quality
- Designing AI-Driven Data Portals
- AutomatePro AutoDocument from AutoTest
- Prompt-Powered Business Solutions
- C-Suite CxO ChatGPT Prompts
- Data Quality Dimensions Metrics
- Agile Automation’s Unexpected Value
- Mastering Uniqueness & Consistency
- Accelerate GenAI Workspace Delivery
- ESL ChatGPT Prompt Tips
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Global News & Views
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Digital Business Process
- AutoPlan Release Setup Simplified
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- Connect Collaborate Create Knowledge
- Lessons Learned: CrowdStrike Incident
- CrowdStrike Outage: Global Chaos
- MasterCard's AI-Powered Fraud Detection
- Effortless QR Code Creation
- AT&T Big Data Breach
- Transformation: Success from Setbacks
- LinkedIn Digital-Success Enablement
- Digital Excellence Through Collaboration
- Digital-Transformation Leader: David Pultorak
- Business Process Design Excellence
- California Wildfires: Lessons in Public-Sector Portals
- TPRM: Solving Vendor Risk
- A-Z Data Fabric Glossary
- New in Performance Analytics
- Predictive Change Mastery
- Foundations for Asset Management
- AI’s Emergent Governance Ethics
- Automate New Hire Access
- Build ServiceNow Data Fabric
- Trusted Data Governance
- Understanding Inclusive Global Communication
- Master Collaborative Workspace Planning
- Figma Based Design Tokens
- AI Powered Excellence Centers
- Data Quality Dimensions Metrics
- SAFe Release Planning Process
- Mastering Uniqueness & Consistency
- Accelerate GenAI Workspace Delivery
- Simplify CSDM Amplify Value
- Ignite Impact Driven CoE
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Generative AI
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RaptorDB
Explore AutomatePro Release 8.0.0
Explore AutomatePro Release 8.0.0: this update introduces some of our favorite exciting new features and enhancements that streamline testing and automation. You can now restrict access to sensitive Test Plans and AutoPlan entities, ensuring Group Based Access Control so that only the right teams have visibility and control. Let’s explore the key improvements.
Accelerate ITSM Test using Out of the Box Importable Templates
AutomatePro accelerated adoption with Out of the Box Importable Test Templates for ITSM tests significantly speeds up your implementation process. With importable test templates, you can quickly deploy standard test cases without starting from scratch. These templates come pre-built with best practices, allowing you to focus on refining your tests rather than building them from the ground up.
Here’s how this investment accelerates your time to implement:
- Time Savings: OOTB templates provide ready-made test cases, reducing the time needed to create, configure, and validate ITSM processes.
- Consistency: Each template follows industry best practices, ensuring your tests meet compliance and quality standards from day one.
- Ease of Use: Simply import the templates and adjust them to suit your unique configurations, cutting down on the complexity of test setup.
- Scalability: As your ITSM needs evolve, these templates make it easy to add, modify, or scale tests without lengthy development cycles.
For those new to the system, the Learning Portal offers training to guide you through optimizing these templates, ensuring you get the most out of your testing investment. This approach helps you implement ITSM tests faster, with greater accuracy and efficiency.

Test Plan Editor
The Test Plan Editor is a game-changer because it simplifies the entire process of creating and managing test plans. With its drag-and-drop functionality, users can now easily add Activities, Checks, and Blocks without needing complex configurations or coding skills. This makes building comprehensive test plans faster and more intuitive.
- Leverage more actions & checks for customized workflows from the Washington DC release.
- Save time in both test creation and execution, boosting overall productivity.
- Validate workflows faster, reducing errors and improving testing accuracy.

Why We Love the Test Plan Editor!
The Test Plan Editor puts full control in the hands of users, allowing them to design and modify test plans in real time. This feature dramatically cuts down on manual setup, minimizes errors, and lets users organize even complex workflows with just a few clicks. By streamlining processes, it boosts productivity and efficiency, making collaboration easier and allowing teams to adapt test plans as needs evolve.
Getting Started: Simplified Steps to Build a Test Case
The Test Case Editor makes it easier to create, modify, and manage comprehensive test plans. Here’s how to build a test case:
- Open Test Plan Editor: Launch the Test Plan Editor to begin creating your test.
- Add Test Blocks: Click the “Blocks” tab and drag a new or reusable Test Block into your Test Plan.
- Add Test Steps: Expand a Test Block, go to the “Library” tab, select “Actions”, and drag the desired action into the Test Block.
- Add Test Checks: Expand a Test Step, filter for “Checks”, and drag the desired Check into the Test Step.
- Configure Settings: Set up Test Configurations (browsers, timeouts, etc.) and define the environment where the test will run.
- Run the Test: Once the Test Plan is complete, initiate the Test Run by naming it, choosing priority, and selecting test environments.
- Monitor Results: View real-time results and use visual status bars to quickly assess success or identify issues.
- Review Defects: Automatically raised defects will be displayed in the Test Run, helping you pinpoint errors and manage corrections.
By using the Test Case Editor and drag-and-drop functionality, users can easily create robust test cases, automate the testing process, and save significant time while ensuring accuracy in every run.
Detail Using the Test Plan Editor
This table provides a step-by-step guide for using the Test Plan Editor. It outlines the key actions required for adding new and reusable Test Blocks, Test Steps, Test Checks, and more. By following these steps, users can quickly build, modify, and manage their test plans efficiently.
Action | Steps |
---|---|
Adding New Test Blocks | 1. Click the Blocks tab in the Toolbox. |
2. Drag a New Test Block into your Test Plan. | |
3. The Drop Target will highlight the placement. | |
4. Name the block in the Create Test Block modal and click Save. | |
Adding Reusable Test Blocks | 1. Use the search bar in the Blocks tab to find a reusable Test Block. |
2. Drag the block into the Test Plan. | |
3. Select the Model Block version (Published or Draft), which may update Test Steps and Checks. | |
Adding Test Steps | 1. Expand a Test Block by clicking the icon on the left. |
2. In the Library tab, filter for Actions and drag the desired Action into the Test Block. | |
3. Fill in the details in the Create Test Step modal and click Save. | |
Adding Test Checks | 1. Expand a Test Step by clicking the icon on the left. |
2. In the Library tab, filter for Checks and drag the desired Check into the Test Step. | |
3. Fill out the Outcome fields and click Save. | |
Favoriting Items | 1. Click the Star Icon to favorite frequently used Toolbox items. |
2. Access favorites by clicking the heart icon at the top of the Toolbox. | |
Modifying Entities | 1. Expand the entity by clicking the icon on the left. |
2. Make changes and click Save. | |
3. View retired entities by toggling the SHOW RETIRED button. |
Classic Control Console: Recent Test Run Results: Instant Insights, Immediate Action

With Recent Test Run Results, you can view your test execution results instantly, giving you real-time visibility into the performance of your tests.
This instant feedback allows you to identify issues quickly, make immediate adjustments, and minimize downtime.
By accessing results as they happen, you can stay on top of your testing progress, reduce delays, and ensure a more efficient, streamlined testing process.
This feature empowers you to make faster, data-driven decisions, keeping your projects on track and improving overall productivity.
Revamped Customizable Control Console
They have retained the classic and redesigned a new Control Console to improve your experience. Now, you can easily customize widgets, get a visual overview of Test Runs and Results, and monitor your data more effectively.


Create Test Pack from Theme

Themes in AutomatePro group related Test Plans together, allowing you to quickly create a Test Pack with all plans linked to a specific theme.
This saves time, simplifies management of related tests, and ensures accuracy by automating the inclusion of relevant Test Plans without manual selection. Ideal for streamlining comprehensive test creation.
OTHER RESOURCES to Explore AutomatePro Release 8.0.0
- AutomatePro – Support Portal
- AutoTest Best Practices Guide
- AutoTest Blog: tips and advice with AutomatePro
- Checklists for Completeness of Test Plan, Test Blocks, Test Steps, and Test Checks
- Community: Tagged Questions – Support Portal (automatepro.com)
- Custom Library :: AutomatePro Docs
- How to generate documents and reports
- Introducing AutomatePro Classic Control Console – Dawn C Simmons
- I can’t find the right Action/Check to use?
- Learning Automate Pro LMS home – LMS (automatepro.com)
- Test-Run Defects – Dawn C Simmons

Digital Center of Excellence: Business Process, Digital Transformation and AI. https://www.linkedin.com/groups/14470145/