​​​​​​​​​​​​​Directory Service Web App​

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

Main page and menu

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

Share

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 ne​w 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 w​hich 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:

1. Agreement Date: the date when the agreement has been signed with the hosting country of the organization
2. Start Date: the date when the organization has taken the NSO role for its country
3. End Date: the date when the organization has ended its NSO role
4. Voting Weight:  voting weight of the hosted country for the NSO related votes
5. Voting Rights: set to true when the country can have a representing NSO organization for ETSI
6. Official Contact: the person who holds the official contact role
7. 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

Share

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

Exp​ort: 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.

Share

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 e​​dit 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.