Create a RCM Project Test in the Project Workbench

1. Access the project.
   1. Click the Project ribbon.
   2. Click Current.
   3. Click the project name.

      

2. Click the RCM Work Paper in the activity list.
3. Select an entity (organization, process, IT application, etc.) from the drop-down list.
4. Click Add RCM Object and select Test from the drop-down menu.

   

5. Complete the Project Testing Detail Information:
   • Name: Enter the name of the test
   • Description: Enter the test description.
   • Start Date: Click Calendar and then click a date for the testing period start date.
   • End Date: Click Calendar and then click a date for the testing period end date.
   • Status: Select the status from the drop-down menu.
   • Share Testing Detail: Checking this option will make this specific test and all of its related information available to the Controls Management RCM, if applicable.
   • Tester: Select the name of the user responsible for completing the test.

     Note: This list displays the names of the users who have been assigned to the project. If no users have been assigned, this list will be empty.

   • Type: Select the type of test that will be completed (e.g. inspection, observation etc.)
   • Frequency: Select how often the test will be completed.
   • Sampling Information: Enter the size and description of the sample used during the testing.
6. Click Save.

Note: See Update Internal Project Tests Results and Findings for information on completing the rest of the form.