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Edit, close, and delete an Exploratory Session

Learn how to edit, close, and delete an exploratory session in BrowserStack Test Management.

Modify session metadata while testing is active, finalize a session into a permanent read-only record, or permanently remove a session and all its data.

These three actions represent the lifecycle management of an exploratory session after it has been created and (optionally) executed. Each has different consequences, and understanding those consequences prevents accidental data loss.

Edit a session

Editing lets you update a session’s metadata at any point while the session is still active. You might need to extend the timebox mid-session, reassign the session to a different tester, refine the mission based on early findings, or correct a tag or title.

Editable fields

You can modify the following fields on an active session:

Field Typical reason to edit
Title Clarifies scope after testing reveals a more specific focus area
Timebox (Minutes) Extends duration when initial estimate was too short
Configuration Corrects the OS/browser/device if the original selection was wrong
Description/Mission Refines the charter based on early observations or stakeholder input
Tags Adds or removes categorization labels as the session’s context evolves
Assign to Hands off the session to another tester mid-stream

Editing does not affect existing log entries. If you change the timebox from 15 minutes to 30 minutes, the elapsed-time counter adjusts to reflect the new total, but all previously logged entries remain unchanged.

Edit from the list view

  1. Click Exploratory Sessions in the left navigation panel.
  2. Find the session in the Active Sessions tab.

    Left navigation panel with Exploratory Sessions highlighted

  3. Click the three-dot menu () on the right side of the session row.
  4. Select Edit Session.

    Edit Session option highlighted in the three-dot menu

  5. Modify the fields you need to change.
  6. Click Update to save your changes.

Three-dot menu open on a session row, showing Edit Session, Close Session, and Delete options

Edit from inside the session

  1. Open the session by clicking its title in the list view.
  2. Click the three-dot menu () on the right side of the session row.

    Three-dot menu open on a session row, showing Edit Session

  3. Select Edit Session.
  4. Update the fields you need to change.
  5. Click Update to save your changes.

Three-dot menu open on a session row, showing Edit Session, Close Session, and Delete options

This approach is useful when you realize mid-session that the timebox needs adjusting or the mission needs refining. You do not have to leave the execution UI.

Editing restrictions

You cannot edit a session that has been closed. Closing is a one-way action that locks all session data, including metadata. If a closed session contains incorrect metadata, your only option is to delete the closed session and create a new one. For this reason, review your session details before closing.

If you are unsure whether you need to adjust session metadata after testing, leave the session open until your post-session review is complete. Close it only after all metadata and log entries are finalized.

Close a session

Closing a session marks it as complete and converts it into a permanent, read-only record. The session moves from the Active Sessions tab to the Closed Sessions tab, and all editing capabilities are disabled. This is the intended end state for every session that has served its purpose.

The effect of closing

Once you close a session, the following changes take effect immediately:

  • The session becomes read-only: You cannot add, edit, or delete log entries. You cannot modify any metadata fields (title, timebox, mission, tags, configuration, or assignee). You cannot add or remove linked issues (requirements or defects).

  • The session moves tabs: It disappears from the Active Sessions list and appears in the Closed Sessions list. Anyone looking at the Active Sessions tab will no longer see it.

  • The session remains fully viewable: All log entries, linked issues, metadata, and the status bar summary are preserved exactly as they were at the time of closing. You can open a closed session at any time to review its contents.

  • The session’s data is excluded from Test Run and Test Plan reports: This is true for all exploratory sessions regardless of state, but it is worth noting that closing a session does not change its reporting visibility.

Close from the list view

  1. Click Exploratory Sessions in the left navigation panel.
  2. In the Active Sessions tab, find the session you want to close.

    Left navigation panel with Exploratory Sessions highlighted

  3. Click the three-dot menu () on the session row.

    Close Session option highlighted in the three-dot menu

  4. Select Close Session.
    A confirmation dialog appears.
  5. Click Close Session to confirm.

    Close Session option confirmation dialog box

To cancel, click Cancel or the X icon on the dialog. The session remains active.

Close from inside the session

You can also close a session from within the Session Execution UI using the session action controls on the page. The same confirmation dialog appears.

Reopening a closed session

You cannot reopen a closed session. This is by design. A closed session is an immutable audit record. If you closed a session prematurely and still have testing to do, create a new session for the remaining work. Reference the original session’s title or ID in the new session’s mission for traceability.

Readiness checklist for closing

Close a session when all of the following are true:

  • You have finished testing: You have covered the scope defined in your mission, or your timebox has expired and you have captured everything relevant.

  • All defects are linked: Every bug you found during the session has been logged as a Bug entry and linked to your issue tracker. After you close the session, you cannot add new links.

  • Metadata is accurate: The title, mission, tags, and configuration reflect the actual work you did. These fields are locked after closing.

  • Your team has reviewed the session (if applicable): If your workflow includes a post-session review with a QA manager or lead, complete that review before closing. The reviewer can add their own log entries (such as Notes with feedback) while the session is still open.

If you are running a bug bash and plan to discuss findings in a team debrief, leave the session open until the debrief is done. Close it only when the discussion is complete and all action items have been captured in the log.

Delete a session

Deleting a session permanently removes it and all associated data from Test Management. This includes every log entry, every linked issue reference, all attachments, and all metadata. The session disappears from both the Active Sessions and Closed Sessions tabs. There is no recovery.

The confirmation safeguard

Because deletion is irreversible, Test Management requires a two-step confirmation:

  1. Click the three-dot menu () on the session row in the list view.

    Delete Session option highlighted in the three-dot menu

  2. Select Delete.
    A confirmation dialog appears.
  3. Type the word delete in the confirmation text field. The Delete button remains disabled until you type the exact word.

    Delete Session confirmation dialog with warning message

  4. Click Delete.

To cancel, click Cancel or the X icon. The session remains untouched.

Delete active vs closed sessions

You can delete a session in any state. Both active sessions (Yet to start, In Progress) and closed sessions can be deleted. The confirmation dialog and safeguard are the same regardless of state.

For active sessions, deletion removes all in-progress work. If a tester is currently working in the session, their unsaved log entry (anything typed but not yet submitted via Add Log) is lost along with all saved entries.

For closed sessions, deletion removes the archived record. If the session log was the only record of testing activity for a particular area, that audit trail is permanently gone.

Closing vs deleting a session

Closing and deleting serve fundamentally different purposes. The table below clarifies when to use each.

  Close Delete
Purpose Finalizes the session as a permanent record Remove the session entirely
Data preserved Yes. All log entries, links, and metadata remain viewable. No. Everything is permanently erased.
Reversible No. You cannot reopen a closed session. No. You cannot recover a deleted session.
Appears in Closed Sessions tab Yes No
Use when Testing is done and you want to preserve the audit trail The session was created by mistake, is a duplicate, or contains no useful data

If you need to preserve a record of the testing work, close the session instead of deleting it. Reserve deletion for sessions that have no lasting value, such as sessions created accidentally, duplicates, or sessions with no log entries.

Effect on linked issues

Deleting a session removes the link references stored in Test Management, but it does not delete or modify the actual issues in your external tracker. If you created a Jira ticket from a Bug entry and later delete the session, the Jira ticket still exists in Jira. Only the link between the session and the ticket is removed. If you want to preserve the link for traceability, consider closing the session instead of deleting it.

Quick reference

The following table summarizes when to use each action:

Action Available on Active sessions Available on Closed sessions Reversible Data preserved
Edit metadata Yes No Yes (edit again) N/A
Close Yes N/A No Yes (read-only)
Delete Yes Yes No No (permanent removal)

Next steps

To understand the list view, session states, and status counts in more detail, see Manage Exploratory Sessions.

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