Directory Service Web App: Difference between revisions
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'''Organization renamed:''' The Official Contact of the organization is notified when the organization is renamed. | '''Organization renamed:''' The Official Contact of the organization is notified when the organization is renamed. | ||
== FAQ == | |||
'''''Here below you can find the most frequent questions about the new DS web app. Last update: 08-Feb-2023''''' | |||
'''Q:''' How do we search for red-listed organizations? | |||
'''A:''' This "red-list" flag is not made visible to users in the new DS. Instead, the organization is disabled through the "Disable" menu, and you can search for disabled organizations. In the database, the organization's red-list flag is set to True. | |||
'''Q:''' How do we duplicate organizations? | |||
'''A:''' This feature does not exist on the new DS. This feature was primarily used when an organization changed its name. Since we wanted to keep the name of the organization on whose behalf the members' activities were carried out, we had to duplicate the organization. With the new DS, we are offering the “legal rename” feature which renames the organization in DS and propagates this change in meeting and voting entries from the date the name change took effect. Note that the name change on Contribution entries has not been implemented yet (as of September 2021) | |||
'''Q:''' How audit rules have been defined? | |||
'''A:''' They check the compliance with ETSI directives and cases that could have an operational impact. The set of rules will be augmented when we find new damaging cases. | |||
'''Q:''' Will persons inherit from rights granted to groups? | |||
'''A:''' No. For the time being, a person's rights will continue to be based on their hiring or representing the organization's rights | |||
'''Q:''' will the new DS be made available to members? | |||
'''A:''' No, this will continue to be an application reserved for staff. However, we hope we can make some pages available to our members in the near future. For instance, an official contact could be granted the right to see all details of his organization, except the remarks. | |||
'''Q:''' How often are the organization or person activities figures updated? | |||
'''A:''' They are computed in real-time when they are requested | |||
'''Q:''' Are we still able to access the old desktop DS? | |||
'''A:''' Yes, at least until the end of 2023, as some Meeting Room features are still there and not yet replaced. But it is no longer possible to use it to update organizations' or persons' or bodies' information. It can be used to show these information, but it will show data that has been migrated (and sometimes transformed) to new DS. Therefore it may show incomplete information. This is for instance the case for Organization status values, or for old Person roles. | |||
'''Q:''' Why is the list of "Hired Persons" not shown in a tab, like other information? | |||
'''A:''' This feature was initially forgotten when defining the Minimum Viable Product. It has been cheaper to add a button with an URL to Persons page, with a filter on the "Employee Of" search field. | |||
'''Q:''' Can I search for a person with an e-mail? | |||
'''A:''' Yes, this feature has been added with the 25th October 2021 release. You can do it in simple search and advanced search. | |||
'''Q:''' The number of Full members displayed on the ETSI Portal is different than the number of active Full members in DS. Is there a bug? | |||
'''A:''' There is no bug. To have the equivalent query in DS, you shall search for active/disabled/suspended Full members | |||
'''Q:''' I cannot update an organization when the system finds a duplicate organization. Is there a bug? | |||
'''A:''' There is no bug. This is intentional, this control was put in place to improve data quality. Such rare situations can happen when a separate organization entry has been created for an organization that is a 3GPP member via two or more partners. In that case, contact ETSI Membership. | |||
'''Q:''' The list of ISG gives the full ISG title, can we provide also the acronym, as this is the way ISGs are presented on the ETSI portal? | |||
'''A:''' To be considered as an enhancement request | |||
'''Q:''' When searching for organizations participating in one ISG, why does it not give exactly the same list like the one published on the portal? | |||
'''A:''' DS counts ETSI as a participating organization, and the portal does not count it. | |||
'''Q:''' In the History tab, I cannot see the changes done before September 2021. Is it normal? | |||
'''A:''' Yes, you see only the events since the new DS web app was put in production (13-Sept-2021). The former changes have been recorded in a table that is no longer used, but you can still see them on the "Updates Log" tab of the desktop app. If you want to know the changes done on organization statuses, go to the Status tab and select the "Past" filter. Most of the other changes were not detailed and brought no or little value. We may consider migrating the "creation" events. | |||
'''Q:''' How do I know that an organization has been withdrawn or expelled? | |||
'''A:''' with the new DS, "withdrawn" and "expelled" are no longer an ETSI membership status. Instead, this is the reason why membership has been ended. To retrieve that information for a given organization, go to the "Status" tab, and select "Timeline=Past." If you want to search for all organizations that have been withdrawn or expelled, select "Reason For Transition" as an organization search criteria. | |||
<blockquote><blockquote></blockquote></blockquote> | <blockquote><blockquote></blockquote></blockquote> | ||
Revision as of 13:51, 30 July 2025
Overview
The new DS web app is designed to perform better and be more intuitive in relation to the old DS Desktop application. DS is accessible via a web browser and presents a new, refreshed look.
As before, it is the platform to manage Organizations, Persons, and Bodies. However the way to maintain the data has changed. It also allows the management of ETSI Corporate Groups and offers additional features, such as History and Audit.
From Q4 2022, the DS desktop application is no longer used to manage these entities. Information is only accessible in read access and its accuracy is not guaranteed , due to the evolutions of the data model.
How to login
In order to access DS, you have to login into the ETSI portal and then click on this link Directory Service
When you open DS, after logging on to the portal, you see your username in the top right corner and the active Groups list is displayed. You can click on the top left tabs to open Groups, Organizations, Persons, Bodies and Person Lists.
Organizations
Display the list of Organizations
In order to display the list of organizations, you can always click on the top blue bar on the organizations' link.
When you open this page for the first time, you will see the list of active organizations. Once you have selected any filter, it will save it until you log off.
Simple Search
This function helps you find organizations quickly by typing their name or ID and by selecting the State toggle switch. You can sort the results by clicking on sortable columns. Note that the STATUS| CATEGORY column is not sortable. The toggle switch has three buttons, each one grouping several states of an organization.
- Active: it searches only for the organizations in Active state
- Not Active: it searches for the organizations in Disabled, Suspended, or Archived states
- All: it searches for the organizations in any state
If you click on More Filters, you can add more filters and combine them to refine the search.
! Note that all filters are evaluated against the current properties of the organizations. They are combined using the AND operator. For instance, you can search for organization that are currently “ETSI FULL Member” AND their Country is France AND their UoC is 2.
State
Through this field you can select: Active, Disabled, Suspended, Archived
- Active State
An employee of an active Organization has a login or can request one in order to access the member area of the ETSI and/or 3GPP portals.
- Disabled State
The organization has been disabled to prevent its delegates from connecting to ETSI and/or 3GPP portals. This corresponds to setting the "red list" flag with the desktop application.
- Suspended State
The organization's delegates are temporarily unable to access the members-only area of the ETSI and/or 3GPP portals.
- Archived State
The organization no longer exists within the ETSI structure, therefore its former employees are unable to access the ETSI and/or 3GPP portals and services on behalf of this organization.
Country
You can choose one country only.
Family (Status filter)
You can choose from ETSI, 3GPP, oneM2M and Others (these can be e.g. NSOs, partners, organizations providing STF Experts...). This filter affects the values proposed for the Status filter. When no value is set in Status filter, it searches for all organizations having currently an ETSI membership.
Status
You can choose one or several statuses related to the selected family. Your choice affects Category filter
Category
Depending on what Family and Status are, you can choose different options.
Type
It can assume those values: (Trade) Association, ALERT*, Micro-Enterprise, Not-for-profit User Association, Small & Medium Entreprise. * ALERT is an historical "Type" that is no longer used.
Reason for transition
This field indicates why a status has ended or will be ended. This filter closely works with the Status timeline and Status filters. Unlike other filters, this is not the value of the current status that is evaluated. This is the end reason of a past or future status. As a matter of fact, Membership is represented by a successive set of status values over consecutive periods of time, and a reason is given when ending each period of a status. Therefore, this filter enables to find only the organizations that had or will have their last status ended with this value. The possible reasons are: Withdrawn, Ramp Up, Rejected, Transition, Expelled.
Withdrawn (resigned):The organization has communicated its willingness to resign from an ETSI Status at the end of the current membership period. The resignation coincides ith the end of a status both for the organization and its employees.
Ramp Up: That means that the organization has declared an increased ECRT and has agreed with ETSI to increase its financial contribution over a given number of years. Strictly speaking, such a reason does not end a membership, but ends a period within a membership
Rejected: The organization's application to ETSI membership has been rejected and that ends the corresponding Status (e.g. Applicant).
Transition:The status ends when the organization logically reaches the next status (e.g. pre-Applicant to Applicant). If you find organizations with such a last end reason, this is likely because their status has not been correctly set or ended.
Expelled: The Organization has been expelled and all its employee have lost their access to ETSI and/or 3GPP.
Status timeline (new search criteria available from September 2022)
You can specify here for which status period you want to search for organization.
As its name indicates, this filter is exclusively linked to the Status and the Family filters, but also to its Reason for being ended. If you select the Past timeline but you don't select a Reason For Transition, the timeline filter is ignored
Also, its scope does not apply to other filters related to the status. For instance, if you also select a Category, this is the Category of the current ETSI membership that will be evaluated, not the one linked to the past or future withdrawn statuses.
Current and Future: The organization has the selected status(es) which will be ended today or in the future
Past:The organization had the selected statuses ended in the past. If an organization had in the past the same status value of a current status, this is displayed too. It happens for instance when an organization stays ETSI member but under different conditions (e.g. change of UoC)
Number of UOC
Unit of Contribution currently paid by the organization (note that the exact figure should be inserted: 1, 2, 3, 6, 9, 13, 18, 24, 30, 37, 45; there is no way to search for multiple values)
ISG activity
It searches for organizations currently active in any ISG. If you select No, you search for an organization that is not actively participating in any ISG
ISG
When ISG Activity equals to Yes, this is possible to use this field to restrict the search to some specific ISG. When you select several ISG, the search gives the union of all found results (logical OR).
Advanced Search
Advanced search enables you to either combine multiple filters using AND function or find independent results using OR function. It is possible to change the logic operator for some of the filters: Is/Is Not, Starts With/Contains/Is, In/Not In, >=/Is/<= .You can search using common filters like Organization Id, Name, Country, State. When State is not specified in a filter, the system searches by default for Active organizations.
! In order to validate the query you must click on the circle with the + sign before clicking Search. This also enables additional criteria to be added.
Date Range
Using the Date Range filter, you can also search for organizations matching some specific conditions over a specific period of time (e.g. in 2020).If you don't set any date range, then it means that the conditions will be searched at any time.
The *Date Range filter impacts all the filters that present the * symbol: *Status family, *Status list, *Type, * Nb Of UoC, * ISG List.
! The Simple Search searches for organizations matching currently the criteria, whereas Advanced Search for organizations that have matched or will match the criteria. This can explain why Advanced Search finds more results when you use a date-impacted filter.
*Status family
You can search for organizations with an active Status family over a specific period of time
- *Status list: You can search for organizations with an active Status list over a specific period of time
- *Type: You can search for organizations with a specific Organization Type over a specific period of time
- *Nb of UoC: You can search for organizations with a specific number of UoC over a specific period of time
*ISG List: You can search for organizations having participated to one or more named ISG over a specific period of time
This function saves the current search query with all its filters and copy the resulting link into the clipboard. This allows you to share your search query and its results with another colleague. This can also be useful for building a list of pre-defined queries that you can keep in your browser bookmarks. Unused links are deleted after 3 months.
Actions
- Create: You can create a new Organization giving the following information: Commercial Name (previously "short name"), Legal Name (previously "long name"), and Country:
The system prevents you from creating the organization if it finds an existing organization with the same Commercial and Legal Names.
The Commercial Name can only contain 30 characters.
The Legal Name can only contain 100 characters
- Export: You can export the results of your search:
Audit: download an excel table with the audit rules failed by the Organizations within the results list
Credit Notes: export the credit notes for Year N-2 and Year N exercices
XLSX: export the displayed list to an excel file
CSV : export the displayed list to a text file with csv extension:
(;): All in a single column, fields separated by a semi-colon character
(tab): All in a single column, fields separated by a tab character
(,): All in a single column, separated by a comma character
Show Audit: It shows, for each listed organization, the number of rules that failed, or a green check if the audit succeeded
Organization details
When you select an organization from the search results list you can see its details.The General Information panel is displayed regardless of the tab you select on the page. It shows the organization's State, Commercial Name, Legal Name, and Country. You can see in the right corner of that panel the Actions button and the Audit rules recap.
Under the General Information panel, you can see all the tabs that you can access by clicking on them. The Hired Persons button redirects you to a separate page listing the persons hired by this organization (you can choose Active, Not Active, or All).
Actions
From there you will access a list of functions:
- Edit: You will be able to modify: Country, Additional Information, Address, Status, Declarations, Roles, ISG and NSO. ! Note that you cannot update an organization if the system finds another organization with the same name. If you face this situation, contact the Membership Administration team.
- Rename: Change commercial and/or legal name. In the case of "technical renaming", it propagates this change in all meetings, voting, and history entries. In the case of "legal renaming", it propagates the change to entries created from the date the name change took effect.
- Disable: All accounts of this organization will temporarily lose access to ETSI/3GPP online applications and will be removed from the e-mail lists they subscribed to. This corresponds to setting the "red list" flag with the desktop application.
- Enable: All previously disabled accounts of this organization will retrieve their access to ETSI/3GPP online applications, but subscriptions to e-mail lists will not be restored. This corresponds to clearing the "red list" flag with the desktop application.
- Archive: This menu is available only if the organization has no active ETSI/3GPP status. This shall be used when the organization no longer exists within the ETSI environment. When your archive an organization, all ISG participations are automatically ended. All related persons no longer have access to ETSI and/or 3GPP portals, their EOL accounts have been deleted.
- Unarchive (when the organization has been archived): the organization is no longer considered archived, but no former EOL account is restored.
- Suspend: it suspends ETSI Membership. The organization's delegates are temporarily unable to access the members-only area of the ETSI and/or 3GPP portals.
- Resume (menu available when the organization has been suspended): it resumes ETSI Membership. The organization's delegates retrieve their access to the members-only area of the ETSI and/or 3GPP portals.
- Change domain name: The modification of the e-mail domain name is applied to all persons within the organization
- Merge with: it opens a menu where you select the target organization it shall be merged with. When saving, the current organization is deleted from ETSI database, and the following data are transferred to the target organization:
- Declarations
- Addresses (you will need to delete the duplicated ones if any)
- Statuses
- Roles
- ISG membership
- Representing persons
- Hired persons
- Activities
- History records are not transferred
- Export Activities: export the organization's 3-years activities into an excel file. You can select the last year of the period in the Activity tab
General tab
This tab shows you three panes:
- Status: current Statuses (i.e. still active), the withdrawn or expelled status,
- Additional Information: the Declared Activity, Phone, URL, VAT Number and Declarations
- Declarations: decisions and remarks.
Using Edit you can edit the additional information and enter new Declarations (see below).
Control on VAT number
From DS V6.0, the system checks that the VAT number matches a format expected for the organization's country. The table below shows whcih formats are expected:
| Country/Region Code | Expected Format |
|---|---|
| AT | ATU######## |
| BE | BE######### |
| BE | BE ######### |
| BE | BE0######### |
| BE | BE ###.###.### |
| BE | BE ### ### ### |
| BE | ######### |
| BE | ###.###.### |
| BE | ### ### ### |
| BG | BG########## |
| BG | BG######### |
| CY | CY########@ |
| CY | ########@ |
| CZ | CZ######## |
| CZ | CZ######### |
| CZ | CZ########## |
| CZ | ######## |
| CZ | ######### |
| CZ | ########## |
| DE | DE######### |
| DE | ######### |
| DE | DE######### |
| DE | DE ######### |
| DK | DK######## |
| DK | ######## |
| EE | EE######### |
| EE | ######### |
| ES | ES########@ |
| ES | ########@ |
| ES | ES@######## |
| ES | @######## |
| ES | ES@#######@ |
| ES | @#######@ |
| ES | @########@ |
| ES | @######@ |
| ES | @#####@ |
| ES | #######@ |
| ES | ######@ |
| ES | #####@ |
| ES | @####### |
| ES | @###### |
| ES | @##### |
| FI | FI######## |
| HR | HR########### |
| HR | HR########### |
| HU | HU######## |
| HU | ######## |
| IE | IE######?? |
| IE | IE######??? |
| IT | IT########### |
| LT | LT######### |
| LT | LT############ |
| LT | ######### |
| LT | ############ |
| LU | LU######## |
| LU | ######## |
| LV | LV########### |
| LV | ########### |
| MT | MT######## |
| MT | ######## |
| NL | NL#########B## |
| NL | #########B## |
| PL | PL########## |
| PL | ########## |
| PT | PT######### |
| RO | RO########## |
| RO | RO######## |
| RO | RO####### |
| SE | SE##########01 |
| SE | ##########01 |
| SI | SI######## |
| SI | ######## |
| SK | SK######### |
| SK | SK########## |
| SK | ######### |
| SK | ########## |
Declarations
Declarations consist of Decisions and Remarks and are only made by the ETSI Secretariat.
Decisions
In order to insert a new decision, you have to provide: source (e.g. DG, GA, Poll), Type and date. You should add a comment. Type varies according to the source.
Type
- DG: Approval, Withdrawal, Expulsion, Reject, Suspension and Resume.
- GA: Approval, Withdrawal, Expulsion, Reject
- Poll: Approval, Withdrawal, Expulsion, Reject. When the source is Poll you have to provide the date of the Poll, by selecting it in the Events field.
Remark
You should add a Remark, providing its Type and Comments. Source field should be ignored, it is automatically set to Remark
Type
- Secretariat: any remark which shall be kept internal to Secretariat, and never made visible to members
- PreWithdrawn: when a member resigns from membership, the resignation will be effective on the 1st of January. Therefore, this type of remark is used when we want to comment that an organization has informed of the resignation, but its membership is still active
- Membership: the remark is linked to the membership itself
- Others: Any other reason to enter a remark.
Address tab
Every organization must have all three types of addresses to be compliant with audit rules: Legal, Billing and Send-invoice-to.
Status tab
This tab shows you two things: Organization Identity Card and Declarations.
Organization Identity Card:
It displays the complete list of the statuses of an organization since its registration in the ETSI Directory Service.
You can filter the list by Timeline (All, Past, Current, and Future), and Family (ETSI, 3GPP, Other). You can also restrict the list to any NSO related status using the Members filter (All, NSO member, NSO non-Member),
Active statuses have a blue background. By moving the mouse over the € symbol in the financial contribution column, you can see their financial contribution. In the left corner, you can see the number of displayed statuses.
To add a new Status, click on Actions then Edit, a plus will appear in the right corner of the card.
Groups tab
There you can see the organization's current groups and open the groups' details. In order to modify Groups, you need to go to the Group page.
Roles tab
It shows which persons have Official role(s) and Technical role(s). Official role(s) can be held by Person(s) hired by this organization or another organization. You can add a new Official role by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing roles by using the same Edit function. Note that if you end a person's role with a future end date, the person's role will appear on the General tab until the end date is reached.
Note that you cannot set a role's start date that is earlier than the status' start date. Technical Role(s) are held in Technical Bodies by Person(s) hired by this organization. Note that you cannot add a Technical Role on this tab (this feature is only available on the Technical Body screen of the desktop DS app)
ISG tab
It displays the list of ISG an organization participates in or has participated in. When an organization wants to join any ISG, you can add a new ISG Status by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing ISG statuses by using the same Edit function.
NSO tab
It shows organizations representing their country's NSO; you can add a new status by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing NSO statuses by using the same Edit function. The following fields are displayed:
- Agreement Date: the date when the agreement has been signed with the hosting country of the organization
- Start Date: the date when the organization has taken the NSO role for its country
- End Date: the date when the organization has ended its NSO role
- Voting Weight: voting weight of the hosted country for the NSO related votes
- Voting Rights: set to true when the country can have a representing NSO organization for ETSI
- Official Contact: the person who holds the official contact role
- No Voting Since: the date when the Country has lost its rights to vote for the NSO related vote
Representing persons tab
It displays the list of persons that can represent the organization. If you want to add a new person, you need to go to the concerned Person page.
Activities tab
Activities are displayed year by year, they are automatically updated. There are listed all the meetings attended, mailing list subscription, and Technical Roles(s).
History tab
It displays all changes done to the organization. Change events can be filtered by History date, Events type, Value to Search.
- History date: You can select a specific period of time
- Events Type: They are: Add Child, Archived, change e-mail domain name, Create, Disabled, Enabled, Expel, Expel ISG, Merged, Modify, Remove Child, Renamed, Suspended, Unarchived, Update Child, Withdraw, Withdraw ISG.
Add/Remove/Update Child events: It searches for Events concerning a child entity of the one you are looking at: e.g. Organization -> Employee.
- Value to Search: You can type a value and look for Date, Text or Number. Note that you will see only the events that have occurred since the new DS web app was put in production (13-Sept-2021). The former changes have been recorded in a table that is no longer used, but you still them on "Updates Log" tab of the desktop app. If you want to know the changes done on organization statuses, go to the Status tab and select the "Past" filter. Most of the other changes were not detailed and bring no or little value. We may consider migrating the "creation" events.
AUDIT tab
It displays all warnings or errors that have been detected on the Organizations data. See List of Organizations rules.
Concurrent edition
If two users try to update the same organization at the same time, the one that will apply one's changes after the other will be informed to reload the page before applying. Doing that, the second user will lose one's on-going changes, but this inconvenience is better than overwriting modifications that were made by the first user. This type of error is also raised on Groups, Persons, Bodies and Persons lists.
Persons
Display the list of Persons
In order to display the list of groups, you can always click on the top blue bar on the PERSONS button.
When you open this page for the first time, you will see the list of active delegates. Once you have changed any filter, it will save the filter for the next time you get there, until you close your browser.
Simple Search
This function helps you find a person quickly by typing their name, ID, or email. The system starts searching as soon as you type. By default, it searches for active persons, but you can search for non-active persons using the (Active, Not Active, All) toggle.
- You can sort the results by clicking on columns.
- You can add more filters and combine them to refine the research if you need: State, Employee of, Official role, Representing off. role incl., Technical role, Representing tech. role incl.
- Note: "Not active" button equals Archived.
State: Person state can only take two values: Active and Archived.
Employee of: You can select the organization employing the searched persons.
Official Role: Official roles are: Official Contact, Legal Contact, GA Correspondent, Board Correspondent, TA Correspondant , Financial Contact, Contact for PT Experts, Commercial contact, Voting Contact, Press Officer, Unofficial Contact
Representing off. Role incl.: Selecting YES in this field enables you to find Official Contacts of the Organization that are employee of another one.
Technical role: Technical roles are: Chair, Vice Chair, Technical Officer
Representing tech. role. Incl.: Selecting YES in this field enables you to find Persons with Technical Roles of the Organization that are employee of another one.
Advanced Search
Advanced search enables you to either combine multiple filters using AND function or find independent results using OR function. It is possible to change the logic operator for some of the filters: Is/Is Not, Starts With/Contains/Is, In/Not In, >=/Is/<=. You can search using common filters like PersonId, Family Name, Given Name, State, Username, Email.
Advanced search enables you to either combine multiple filters using AND function or add independent results using OR. It is possible to change the logic operator for some of the filters: Is/Is Not, Starts With/Contains/Is/Ends with, In/Not In, >=/Is/<=.
Using the Date Range filter, you can also search for organizations matching some specific conditions over a specific period of time (e.g. in 2020).
The *Date Range filter impacts all the filters that present the * symbol: *Official role, *Technical role, *Flags list. Note that if you don't specify any date range, the system will search for persons matching the conditions at any time. In such a case, the displayed list of results may show some persons who do no longer match the conditions.
*Official role: You can search for Persons having held an Official role over a specific period of time
*Technical role: You can search for Persons having held a Technical role over a specific period of time
*Flags list: You can search for Persons having some flags checked over a specific period of time
This function copies the search link into the clipboard saving all the filters. This allows you to share your search query and its results with another colleague. This can also be useful for building a list of pre-defined queries that you can keep in your favorites. Unused filters are deleted after 3 months.
Actions
Create: You can create a new person in an active organization
- If the person already exists (same or inverted Family and First Names), the system considers there is a tentative to duplicate a person
- If the e-mail already exists, the system considers there is a tentative to duplicate a person
- In both cases, you cannot create a duplicate person, unless you have been granted the right to force the creation. Contact the Membership Administration team if you think it must be forced.
Move to another organization: This function will actually create a duplicate of the person(s) in the target organization and will archive the selected persons. See Person Details below for more information
Export: You can create an Excel File to export the results of your search:
- Audit: download an excel table with the audit rules failed by the contact within the results list
- XLSX: export the results table as an excel file
- CSV (;): CSV export organized in a table
- CSV (tab): All in a single column, fields separated by comma
- CSV (,): All in a single column, separated by quotation marks
Show/Hide Audit:
- Shows number of rules failed or a green check if the Audit succeeded.
Person details
When you click on a person from the search results list, you can see his details. In the General Information pane, you see his state, Title, Employee Of, E-mail Address, Family Name and Given Name. You can see in the right corner of that pane the Actions menu and the Audit rules recap.
Below the General Information pane, you can see all the tabs and you can display their contents by clicking them. To modify any field in any tab, you have to use the edit function from Actions.
Actions
From there you will access a list of basic functions:
Edit: you can modify: Title, Employee Of, E-mail Address, Family Name, Given Name, and some fields in Additional Information pane. You can also add remarks. A box with duplicate persons may show up when editing one of these fields
Archive: You can archive the person.
- The corresponding EOL account is deleted
- If the Person has an official role or a technical role, this role will be ended the day you perform the action.
Unarchive: (only if Person has been archived) You can unarchive the person.
- Note that it is not symmetric to Archive, as it will not restore the EOL account or the roles this person was formerly holding.
Move to another organization: This function enables to duplicate the person in the target organization.
- A new Person record is created in the target organization, and the source Person is archived.
This operation is performed by a background task that can take a few seconds. A message "move in progress" is displayed to indicate that this is being performed. If you stay on a DS page, a message "Move is completed" is displayed after the background operation has been completed. This message contains a link to the newly created Person record.
- If the source Person has an official role or a technical role, this role will be transferred to the newly created Person.
- The newly created Person is given a new EOL username with the same password as the source EOL username. The person gets a first notification that his/her EOL has changed as a consequence of this move, and a second notification with the new EOL username.
- The newly created Person has the same e-mail as the source Person.
- All future meeting registrations are updated accordingly. It means that when the concerned person will connect to the portal with his new login, he will still see the future meetings he has registered to.
Export Activities
General tab
This tab shows you some additional information about the person (Phone, Mobile phone, Username, Business Title, Remarks, and Flags), and about one's hiring organization. Note that some fields are not editable:
- Username: this is the ETSI Online login, allocated by the system
- Flags: they are computed from other sources of information. For instance, it a person has an Official role within one or several bodies, the TB Official flag is set.
Roles tab
It shows the Official role(s) and Technical role(s) held by the person. You can add a new Official role by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing roles by using the same Edit function.
If you write a comment when editing a role, this comment is visible as a text icon in the left column of the role list. When moving the pointer over the icon, the comment is displayed.
Note that you cannot set a role's start date that is earlier than the status' start date.
Official role(s)
Official roles are : Official Contact, Legal Contact, GA Correspondent, Board Correspondent, TA Correspondant, Financial Contact, Contact for PT Experts, Commercial contact, Voting Contact, Press Officer, Unofficial Contact
Technical role(s)
Main Technical roles are: Chair, Vice Chair, Technical Officer
Representing Roles tab
A physical person, working for an organization related to ETSI, can represent zero or many organizations, either for ETSI or 3GPP activities. By default, a person can represent his/her hiring organization.
In this tab, you see the list of persons who are not hired by this organization but can represent it.
Activities tab
Activities are displayed year by year, they are automatically updated.
History tab
It displays all changes done to the person. Change events can be filtered by History date, Events type, Value to Search.
History date: You can select a specific period of time
Events Type: They are: Add Child, Create, Modify, Remove Child, Update Child.
Add/Remove/Update Child: Events concerning a child entity of the one you are looking at: e.g. Group -> Group's member.
Audit tab
This tab shows you the Audit rules failed and potential warnings. You can export that list by clicking on the right corner's button.
Groups
This is a new feature released with this new DS. It allows you to declare to which groups certain organizations are members. The main type of Group is the ETSI Corporate Group, as defined in ETSI directives. Another type of Group is 3GPP. This does not exactly match the definition of an ETSI Corporate Group. Its main purpose will be to group together organizations that represent each other in 3GPP meetings.
Display the list of Groups
In order to display the list of groups, you can always click on the top blue bar on the GROUPS link.
Simple Search
This function helps you find Groups quickly by typing their Name or ID and selecting their State (Active, Not Active, All). You can add the Group family as a filter for your search (ETSI, 3GPP, ETSI public) by clicking on More Filters. You can also search for groups participating in one or more ISGs.
N.B "Not active" button equals to Archived state.
Advanced Search
Advanced search enables you to either combine multiple filters using AND function or find independent results using OR function. It is possible to change the logic operator for some of the filters: Is/Is Not, Starts With/Contains/Is, In/Not In, >=/Is/<=. You can search using common filters like Group ID, Group name, Group Family, Group UoC, Group State.
This function copies the search link into the clipboard saving all the filters. This allows you to share your search query and its results with another colleague. This can also be useful for building a list of pre-defined queries that you can keep in your favorites. Unused filters are deleted after 3 months.
Actions
- Create: there you can create new Groups providing Group Name and Group Family. Note that you cannot change the Group Family once the group has been created.
- Export: You can create an Excel File to export the results of your search:
- Audit: download an excel table with the audit rules failed by the groups within the results list
- XLSX: export the results table as an excel file
- CSV (;): CSV export organized in a table
- CSV (tab): All in a single column, fields separated by a comma
- CSV (,): All in a single column, separated by quotation marks
- Show/Hide Audit: Shows/Hides on each group row the number of failed rules, or a green check if the Audit succeeded.
Group details
When you select a group from the search results list you can see its details. In the General Information panel, you see its Name, Family, Official Contact, Group ECRT(M€), Class of contribution, and Targeted UoC. You can see in the right corner of that panel the Actions button and the result of the Audit action, which is automatically launched when opening the page. Below the General Information panel, you can see all other tab contents. On the top left, you have the last user that modified the page.
Actions
From there you will access a list of basic functions:
- Edit: you will be able to modify
- ETSI Corporate Groups: Name, Official Contact, Group ECRT(M€), Class of contribution and Targeted UoC
- 3GPP Groups: Name, Official
- Archive
- Export Activities
General tab
This tab shows you current Statuses, Role in the group, Organization name, UoC, ECRT/GDP.
Here you can also manage the members of the group. First click on Edit menu, a + icon is displayed and enables you to add a new member to the group. You can also remove a member by clicking on the elipsis on the right.
Be careful to select the Role in Group property: either Parent Company or Subsidiary .
Roles tab
It shows Official role(s) and Technical role(s), you can add a new official role by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing roles by using the same Edit function.
Official role(s)
Official roles are: Official Contact, Legal Contact, GA Correspondent, Board Correspondent, TA Correspondant, Financial Contact, Contact for PT Experts, Commercial contact, Voting Contact, Press Officer, Unofficial Contact
Representing Roles tab
It shows representing Roles(s), you can add a new role by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing roles by using the same Edit function.
Activities tab
Activities are displayed year by year, they are automatically updated.
History tab
It displays all changes done to the organization. Change events can be filtered by History date, Events type, Value to Search.
History date: You can select a specific period of time.
Events Type: They are: Add Child, Archived, change e-mail domain name, Create, Disabled, Enabled, Expel, Expel ISG, Merged, Modify, Remove Child, Renamed, Suspended, Unarchived, Update Child, Withdraw, Withdraw ISG.
Add/Remove/Update Child events: It searches for Events concerning a child entity of the one you are looking at: e.g. e.g. Group -> Group's member..
Value to Search: You can type a value and look for Date, Text or Number
Audit tab
This tab shows you the Audit rules failed and potential warnings. You can export that list by clicking on the right corner's button.
Membership Management
Membership is managed by ETSI Administration through consecutive statuses over time. This logic applies to ETSI membership, 3GPP, or any other family of Status. You can access membership information and modify them from the Organization status tab.
Each status has now a start date and an end date. This is one of the major changes compared to the desktop app.
Note that the description below corresponds to versions of DS lower than DS 6.1. It has changed with 6.1
Organization status management
The Status Management is done from the Organization Status tab. There, you can view the Organization Identity Card where all the organization's statuses are listed.
Each row contains the characteristics related to the status family. Some columns apply only to ETSI membership (e.g. Financial Contribution). When this is an ETSI membership status, you can move your mouse over the € symbol and see the financial contribution to ETSI membership.
ETSI membership management
Overview
Some changes have been made to manage ETSI membership:
- A new "Prospect" status has been introduced. It is in the Prospect Family.
- A new "Pre-Applicant" status has been introduced to reflect the period when an applicant has not paid yet its membership fees
- This status has been created for administrative purposes only, that is, to allow Membership Administration to identify unsigned and non-validated membership requests.
- Pre-applicant organizations have no access rights and cannot sign an ISG member agreement until the signed application is duly validated by the Secretariat;
- Pre-Applicant and Applicant statuses have been split into several statuses (Full, Associate, Observer) to be consistent with the effective membership values.
- As explained above, we have added a start date and an end date field to each status.
- With this capability, it is possible to set an end date in the future. But the corresponding status is still valid until the end date is reached.
- Note that the end date 2023-01-01 is stored in the database with the following value : "2023-01-01 00:00:00.00". It means that the application that do not ignore the timestamp to compare dates shall interpret this value like "2023-01-01 23:59:59"
- Withdrawn/Expelled statuses have been deprecated and transformed into the Reason for ending a status.
- As we can now have several status rows for a given status family, we can track the evolution of the financial contribution or other characteristics over several years
- ISG status is no longer used to indicate that an organization participates in one or several ISGs. Instead, you should open the ISG tab. If you want to obtain the list of such organizations, you can use the "ISG" search filter.
Besides these changes, we have removed the possibility to view and edit the Red Flag field. Instead, we provide two sets of actions. We believe it brings higher flexibility for managing organizations that combine several memberships (ETSI, 3GPP, and oneM2M in the future)
- Disable/Enable will prevent any employee of a given organization to log into ETSI and 3GPP portals.
- Suspend/Resume will suspend and resume all rights related to ETSI membership.
At last, limited controls are done when setting organization and status fields. It gives the user higher flexibility in the order he/she wants to set. Instead, we provide the "Audit" feature, which enables the user to detect errors or warnings when some field values are not expected.
Ending ETSI Membership
To end the ETSI membership of an organization, you need to edit its corresponding ETSI status.
- Navigate to the Organization Details page, and select the Status Tab.
- Make sure that the status you want to end is displayed (Timeline = All will display all past, current, and future statuses)
- Click Edit in Actions menu: it displays a Menu button at the right of the concerned status
- Select the Edit menu: it opens the "Edit a status" window
- Set an end date for the status
- Indicate the reason why you end a status from the list of predefined choices)
Note that when you set the end date, the system will take no immediate action. The system will just schedule the relevant actions at the specified end date. For instance, if you withdraw an ETSI member 31-dec-2022, the following actions will take place during the night following 31-dec-2022:
- It will end the ISG participations of the organization
- It will end the roles of the official contacts related to the ETSI status, and to 3GPP status if it has a 3GPP membership via ETSI
- It will end the roles of the delegates in their ETSI technical bodies
- The delegates of the organization will be notified that they have lost their right to access ETSI online applications and 3GPP online applications
- A new entry will be created in the history of the organization
NSO management
Some changes have been made to manage National Standards Organization:
- a new category of ETSI membership has been added: National Standards Organization
- If you create an organization with such a category, it will be interpreted by the system like it has the "NSO" status. Therefore, there is no need to add the "NSO" status.
How to edit a status
In order to edit a status ( add, end or modify) you have to use the Actions menu and select Edit. Once you have modified the Status you have to apply the changes.
How to add a new Status
Once you have selected Edit you can add a new status by clicking the plus icon on the right corner of the Organization Identity Card:
then you will see the following pop-up:
Fields marked with the * are mandatory.
Note that some additional fields may appear if you select a Family/Status/Category that requires more information, as shown in the example below:
How to modify a Status
If you want to end or modify a status you can click (in edit mode) on the three points:
How to end a Status
To end a status you have to provide an End Date and a Reason:
It is possible to set an end date in the future (with the reason, for instance withdrawn). But the corresponding status is still valid until the end date is reached.
How to transition from applicant to member status
When the application of a new organization is approved by the existing ETSI members, you need to change its status from applicant to full or associate member. The way to do this is to use the "Copy" menu of the "applicant" status: it opens a window that adds a new status with all fields set from the source status. The pop-up window enables you also to copy and end all existing contacts attached to the applicant status
How to search for withdrawn or expelled membership
If you want to see the list of organizations which ETSI membership has been withdrawn in the past, set the Family filter to ETSI, Reason For Transition to Withdrawn, and Status Timeline to Past.
If you want to see the list of organizations which ETSI membership will be withdrawn at the end of the current membership period, set the Family filter to ETSI, Reason For Transition to Withdrawn, and Status Timeline to Future.
If you want to see the list of expelled organizations, set the Family filter to ETSI, Reason For Transition to Expelled, and Status Timeline to All.
Display the list of Bodies
To display the list of bodies, you can click on BODIES button of the top blue bar.
When you open this page for the first time, you will see the list of active bodies. Once you have selected any filter, it will save it until you log off.
Simple Search
This function helps you find bodies and sub-bodies quickly by typing a part of their Name or their Title or their full ID and by selecting the State toggle switch. You can sort the results by clicking on sortable columns.
The toggle switch has three buttons, each one grouping several states of a body.
- Active: it searches only for the bodies in Active state
- Not Active: it searches for the bodies in Under Preparation, Cancelled or Terminated states
- All: it searches for the bodies in any state
If you click on More Filters, you can add more filters and combine them to refine the search.
State
Through this field you can select: Active, Under Preparation, Cancelled and Terminated values:
Active State: A body for which there is still a member activity
Under Preparation State: The ETSI secretariat has been preparing the body before its creation is made publicly available
Cancelled State: The creation of the body has not been confirmed, and therefore has been cancelled.
Terminated State: There is no more member activity on the body. Note that it corresponds to the former "Finished" state
Family
This field has been introduced with the new DS. Five values are possible: 3GPP, ETSI, ISG, OSG, Other
- 3GPP: any 3GPP body
- ETSI: any ETSI Technical Body (excluding ISGs)
- ISG: only ISGs
- OSG: Open Source Groups
- Other: other non-tecnhical groups, like Board, GA, OCG, FC, IPR,...
Key 1: You can select several values among the list of Key 1 values that have been given to a top-level body
Key 2: You can select several values among the list of Key 2 values that have been given to a sub body. If you have selected Key 1 values, the proposed list of values contains only the ones under the corresponding parent bodies.
Key 3: You can select several values among the list of Key 3 values that have been given to a sub body. If you have selected Key 1 and Key 2 values, the proposed list of values contains only the ones under the corresponding parent bodies.
Type
You can select several values among the list of body types that have been defined for a body or a sub body
- Example of body types: Technical Committee, Working Group, Task Group, Special Committee, Coordination Committee, Partnership Porject, ...
Visibility on the portal
This switch allows refining the search for bodies depending on their visibility status on the portal (ETSI Portal or 3GPP portal)
Show only top level
This switch enables to focus the search among top-level bodies only
This function saves the current search query with all its filters and copy the resulting link into the clipboard. This allows you to share your search query and its results with a colleague. This can also be used to build pre-defined queries and save them as bookmarks in your browser .Note that unused links are deleted after 3 months.
Actions
- Create top body: You can create a new top body
- Export: You can export the results of your search:
- XLSX: export the displayed list to an excel file
- CSV : export the displayed list to a text file with csv extension
- (;): All in a single column, fields separated by a semi-colon character
- (tab): All in a single column, fields separated by a tab character
- (,): All in a single column, separated by a comma character
- Show Audit: It shows, for each listed body, the number of rules that failed, or a green check if the audit succeeded
Display the details of a Body
When you select a body from the search results list (click on title column), you can see its details. The General Information panel is displayed regardless of the tab you select on the page. It shows the body's State, Family, Type, Start/End Dates, Key1/Key2/Key3 and Title. You can see in the right corner of that panel the Actions button. Under the General Information panel, you can see all the tabs that you can access by clicking on them.
Actions
From there you will access a list of functions:
- Edit: You will be able to update editable fields, either in the General Information pane (State, Type, Start/End Dates, Title), or in the tabs. Note that some controls are done to prevent from having top level Bodies with same title
- Create Sub Body: not available when this is a 3rd-level body, or when the State is Cancelled or Terminated
- (Un)Publish: To make the body visible on ETSI portal, or to hide it.
- Cancel this body: to cancel the creation of a body
- Terminate: to terminate the activity of a body
GENERAL tab
This tab shows you the current Name and visibility on the portal. It also displays the remarks made by the ETSI secretariat. The Name field can be directly edited. Note that this is a free text format, though a usual convention to form that name using the Key values of the body.
Remarks
Remarks can only be made by the ETSI Secretariat. To add a remark in "Edit" mode, just click on the + icon. You can then enter the text of your remark. Once saved, it will be displayed with its date and the name of the author. You can also delete an existing remark, though you should be careful when deleting remarks that you did not enter yourself.
ROLES tab
It shows which persons have a role in this body. You can add a new role by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify or delete existing roles by using the same Edit function. Role(s) can be held by any Person of any Organization. For the ETSI and 3GPP families, there is no check on a person's eligibility to hold a position.
For ISG, there is an audit rule: when the hiring organization of the person is not an ETSI member, he/she cannot hold a role or Chair or Vice Chair of a top-level body, nor a role of Chair of a sub body.
Note: if you want to add a role from the Person page, you can only add a role if the body is in active state, as the system displays only the list of active bodies.
SUB BODIES tab
It displays the list of sub bodies. You can filter them according to their state and their period of activity
ORGANIZATIONS tab (only for ISG and OSG)
It displays the list of organizations that participate to an ISG or an OSG. When an organization wants to join any ISG/OSG, you can add a new ISG Status by clicking Actions, then Edit, a plus will appear in the right corner of the card. You can modify existing ISG statuses by using the same Edit function. You can filter the organizations according to their status in this ISG/OSG and their period of participation. You can also only display for which organization the ISG status does not comply with its ETSI membership.
APP SETTINGS tab
It displays the technical settings of a body.
ACTIVITIES tab
Activities are displayed year by year; the figures are automatically computed from the various databases where the source data is. There you can see:
- the number of meetings created for the body
- the number of subscriptions to the mailing list attached to the body
- the number of contributions
- the number of contributing organizations
- the number of distinct meeting registrants
- the number of organizations registered to at least one meeting
HISTORY tab
It displays all changes done to the organization. Change events can be filtered by History date, Events type, Value to Search.
History date
You can select a specific period using the start/end date filters
Events Type
They are several types of events:
- Add/Remove/Update Child:
- when a role is added, modified or removed
- when an organization is added/modified to an ISG
- Cancelled
- Terminated
- Created
- Modified: when any editable field if modified
- (Un)Published
Value to Search
You can type a value and look for Date, Text or Number.
Note that you will see only the events that have occurred since the BODIES feature has been put in production (DD-Sept-2022). The former changes have been recorded in a table that is no longer used, but you still them on "Updates Log" tab of the DS desktop app.
AUDIT tab
It displays all warnings or errors that have been detected on the Bodies data. See List of Bodies rules
NOTIFICATIONS
This is the list of notifications emitted when a specific action is done on a body
| Trigger | TO | CC | BCC |
| Create a top body | Helpdesk | <user who created the entry> | No |
| Create a sub body | Helpdesk | <user who created the entry> | No |
| Add an ISG Member/Participant Organization | Body Chair and Body support (*) | isgsupport@etsi.org | No |
| Add a role in a Body | Body support | No | No |
| Modify a role in a Body | Body support | No | No |
| Publish a body on portals | Body support | No | No |
| Unpublish a body on portals | Body support | No | No |
| Change a body's state to Terminated | Body support | No | No |
| Change a body's state to Cancelled | Body support | No | No |
| Archive a person with active Role in a Body | Body support |
Audit Rules
Here you can find the list of Audit Rules applied to Organizations, Groups, Persons and Bodies.
Organizations
ETSI Status
| Title | Trigger |
| Overlapping ETSI status dates | The organisation has more than one active status of family "ETSI" |
| Legal contact missing | The Organization is an ETSI member and has no Legal contact |
| Official Contact missing | The organisation is an ETSI Member and has no Official contact.
OR The organisation is an ETSI Member and has more than one Official contact. |
| Country in CEPT | The Full and Associate Memberships are not compliant with the country. e.g. A non-CEPT country cannot be a Full Member |
| Life cycle status | The ETSI membership lifecycle is not coherent. For instance, an organization must first have an applicant status before becoming a member.
Note that for this rule will fire for most of the ETSI members that became members before the DS application was released sept-2021). To fix it, the data must be cleaned up, i.e. an "applicant" status must be added before the membership period. |
| ECRT/ UoC / Class 1 | when a member has a Class 1, its category and type must match the expected values for a Class 1. If not, this rule will fire. |
| Legal address missing | The organisation has no legal address (empty) |
| UoC Missing | There is no Class of Contribution defined with the ETSI status.
Note that this situation shall not happen when entering the data with DS, as the Class fields are mandatory |
3GPP Status
| Title | Trigger | Status |
| Overlapping
3GPP Member dates |
The organisation has more than one status "3GPP Member" with the same Partner during a given period of time | |
| 3GPP Guest status already used | The organisation has a status "3GPP Guest" in its past records (history) | |
| Overlapping 3GPP MRP status dates | If the organisation has more than one status "3GPP MRP" during a given period of time | |
| Status date overla 3GPP | The organization must be an ETSI applicant or member during the whole period when it is a 3GPP member via ETSI | |
| 3GPP Member Official contact missing | The organisation is a 3GPP Member via ETSI Partner
and (there is no 3GPP Official contact or there is no ETSI Official contact) |
|
| 3GPP minimum contribution fee | The units of contribution of a 3GPP via ETSI member in under the expected minimum units of contribution, depending on their category and type. It must be either >= 2 (for instance for a SME) or >= 3 . | Removed with DS 6.1.4 |
| 3GPP 20 k€ - organization | The organization is a member of a group. In this group, there is at least an organization with an active 3GPP status via ETSI
And The sum of financial contributions of all the organizations which are member of this group is less than (20k€ multiplied by the number of organizations of this group that have an active 3GPP status) In other words: One 3GPP organization via ETSI in the group => the group must contribute to at least 20k€ Two 3GPP organizations via ETSI in the group => the group must contribute to at least 40k€ etc. This is what we call the 3GPP 20k€ rule |
NSO Status
| MOU Agreement | If the member is declared as an NSO member and there is not an MOU date |
Groups
| Title | Trigger | Status |
| Additional member UoC | Additional members can only have UoC 1 | |
| Official contact | No group contact has been defined. | |
| Organization category | The category ADMIN is not allowed for an ETSI (corporate) group. All organization categories are allowed except 'Administration' and 'OGB' | |
| Sum of organization UoC | The sum of the organizations UoC is not equal to the 'Targeted UoC' defined by the group. | Removed with 6.1.4 |
| 3GPP 20k€ - group | There is a least one 3GPP via ETSI organization which is member of the group, and the sum of financial contributions does not respect the 3GPP 20 k€ rule (defined in the Organizations table above) | Removed with 6.1.4 |
| Check Group Voting weight | check that the sum of organization weights does not exceed the max authorized for a group | From 6.1.4 |
| 3GPP contribution rule | is subject to an extra 3GPP contribution of €3 550 (€2 662,50 / €1 775 / € 887,50) for class 1 and class 2 members. Where Public and Corporate Groups hold multiple 3GPP memberships, they shall make an overall contribution that exceeds 20k€ multiplied by the number of 3GPP members to be exempted from paying the 3GPP minimum contribution for each of their 3GPP individual Members. | From 6.1.4 |
Persons
| Title | Trigger |
| Old data | Person Field X with Null or empty value. It is checked on following fields :
- E-mail address - Family name / Given name |
| Duplicates E-mail | More than one unique person email exists |
| Role date overlap | The person has one ETSI or 3GPP role with overlapping periods |
| Phone missing | The person is an official ETSI contact with no phone number |
| E-mail domain name | If the person e-mail domain name is different than it's organisation email domain name |
Bodies
| Title | Trigger |
| Missing body information | A body is in ACTIVE state, and at least one mandatory information or one app setting information is missing
mandatory field for a top body: family, type, start date, key 1, title, state mandatory field for a level 2 body: familly, type, start date, key 1, key 2, title, state mandatory field for a level 3 body : family, type, start date, key 1, key 2, key 3, title, state |
| State body anomaly | The body state is not consistent with body start or end date:
(state = under preparation) AND (today >= body start date) AND (today <= body end date OR body end date is empty)) ) OR ( (state = active) AND (today < body start date) OR (today > body end date) ) OR ( (state = under preparation) AND (today > body end date) ) OR ( (state != terminated) AND (today>body end date) ) OR ( (state = terminated) AND (today < body end date OR body end date is empty) |
| No Listserv mailing list | No official mailing list has been defined in Listserv for this body |
| Unpublished body anomaly | (( today >= body start date) AND (today =< body end date OR body end date is empty)) AND (body not published on portal AND state = active) |
| Non-member official | Triggered for ISGs only:
((for a top-body, a technical role is chair OR vice-chair) OR (for a sub-body, a technical role is Chair)) and hiring organization of the technical role is not an ETSI-Member Note: sub-body vice-chairs can be non-ETSI-Member |
| The body has no active chair or convenor or acting chair | For an active or under preparation body:
(the body must have an active Chair or Convenor or Acting Chair) AND (the body must have at least one active technical role held by ETSI staff) |
| Parent body error | (body state = "active") AND (parent body state is not active) |
| Parent body publication error | for active body of level 2 or 3: (body is published on the portal) AND (parent body is unpublished on the portal) |
| Organisation status mismatch | At least one type of ISG Agreement does not match the ETSI Membership status of the concerned organization(s) |
| ISG end date approaching | ((the end date of a body of ISG type is in less than 180 days) AND (the body is still in state Active)) |
| Official's planned end-date missing | for chair and vice chair roles : rule triggered when the planned end date of the role is empty |
| Official planned-end-date approaching | for chair and vice chair roles : rule triggered when the planned end date of the role will be reached within 90 days |
E-mail Notifications
Each of those actions corresponds to an e-mail notification:
ETSI
Welcome as an applicant for ETSI membership: Sent to the Official Contact of the organization, contains information about: registration confirmation; conditions and financial contribution; rules and legal obligations; how to participate and get access rights; where to find information and useful resources; who are the contact points.
Official Contact has been added: When you add a new Official Contact, a confirmation e-mail is generated
Official Contact has been removed: When you remove an existing Official Contact, a confirmation e-mail is generated
Voting Contact has been added: The Official Contact is informed that a voting contact has been added.
Financial Contact has been added: The Official Contact is informed that a financial contact has been added.
ETSI Membership is resumed: The Official Contact is informed that the ETSI membership has been resumed
Membership has been suspended: The Official Contacts are informed that the ETSI membership has been suspended
3GPP
3GPP Withdrawal: Organization official contact and 3GPP membership receives a confirmation e-mail.
3GPP guest end date reminder: Two weeks before the end date, the official contact is notified with 3GPP membership in cc. On the end date notification is repeated.
Other
ISG Withdrawn: Organization official contact receives a confirmation e-mail. Delegates with a representing role are informed too (to be checked).
Move a person from an organization to another organization: The person is notified by e-mail.
Move a set of persons from Main List of Persons: Individual notifications are sent to the contacts involved.
Organization renamed: The Official Contact of the organization is notified when the organization is renamed.
FAQ
Here below you can find the most frequent questions about the new DS web app. Last update: 08-Feb-2023
Q: How do we search for red-listed organizations?
A: This "red-list" flag is not made visible to users in the new DS. Instead, the organization is disabled through the "Disable" menu, and you can search for disabled organizations. In the database, the organization's red-list flag is set to True.
Q: How do we duplicate organizations?
A: This feature does not exist on the new DS. This feature was primarily used when an organization changed its name. Since we wanted to keep the name of the organization on whose behalf the members' activities were carried out, we had to duplicate the organization. With the new DS, we are offering the “legal rename” feature which renames the organization in DS and propagates this change in meeting and voting entries from the date the name change took effect. Note that the name change on Contribution entries has not been implemented yet (as of September 2021)
Q: How audit rules have been defined?
A: They check the compliance with ETSI directives and cases that could have an operational impact. The set of rules will be augmented when we find new damaging cases.
Q: Will persons inherit from rights granted to groups?
A: No. For the time being, a person's rights will continue to be based on their hiring or representing the organization's rights
Q: will the new DS be made available to members?
A: No, this will continue to be an application reserved for staff. However, we hope we can make some pages available to our members in the near future. For instance, an official contact could be granted the right to see all details of his organization, except the remarks.
Q: How often are the organization or person activities figures updated?
A: They are computed in real-time when they are requested
Q: Are we still able to access the old desktop DS?
A: Yes, at least until the end of 2023, as some Meeting Room features are still there and not yet replaced. But it is no longer possible to use it to update organizations' or persons' or bodies' information. It can be used to show these information, but it will show data that has been migrated (and sometimes transformed) to new DS. Therefore it may show incomplete information. This is for instance the case for Organization status values, or for old Person roles.
Q: Why is the list of "Hired Persons" not shown in a tab, like other information?
A: This feature was initially forgotten when defining the Minimum Viable Product. It has been cheaper to add a button with an URL to Persons page, with a filter on the "Employee Of" search field.
Q: Can I search for a person with an e-mail?
A: Yes, this feature has been added with the 25th October 2021 release. You can do it in simple search and advanced search.
Q: The number of Full members displayed on the ETSI Portal is different than the number of active Full members in DS. Is there a bug?
A: There is no bug. To have the equivalent query in DS, you shall search for active/disabled/suspended Full members
Q: I cannot update an organization when the system finds a duplicate organization. Is there a bug?
A: There is no bug. This is intentional, this control was put in place to improve data quality. Such rare situations can happen when a separate organization entry has been created for an organization that is a 3GPP member via two or more partners. In that case, contact ETSI Membership.
Q: The list of ISG gives the full ISG title, can we provide also the acronym, as this is the way ISGs are presented on the ETSI portal?
A: To be considered as an enhancement request
Q: When searching for organizations participating in one ISG, why does it not give exactly the same list like the one published on the portal?
A: DS counts ETSI as a participating organization, and the portal does not count it.
Q: In the History tab, I cannot see the changes done before September 2021. Is it normal?
A: Yes, you see only the events since the new DS web app was put in production (13-Sept-2021). The former changes have been recorded in a table that is no longer used, but you can still see them on the "Updates Log" tab of the desktop app. If you want to know the changes done on organization statuses, go to the Status tab and select the "Past" filter. Most of the other changes were not detailed and brought no or little value. We may consider migrating the "creation" events.
Q: How do I know that an organization has been withdrawn or expelled?
A: with the new DS, "withdrawn" and "expelled" are no longer an ETSI membership status. Instead, this is the reason why membership has been ended. To retrieve that information for a given organization, go to the "Status" tab, and select "Timeline=Past." If you want to search for all organizations that have been withdrawn or expelled, select "Reason For Transition" as an organization search criteria.















