Latest Drafts: Difference between revisions

From Help
No edit summary
 
(74 intermediate revisions by 4 users not shown)
Line 1: Line 1:
This service displays the latest drafts available for your chosen ETSI Body and/or its Sub-Groups, according to the selection you have previously made (see [[Body Selector]])
The [Drafts] tab on ETSI portal displays the list of Active Work Items for Technical Committees, ISGs, or Working Groups, and their available drafts as uploaded by the rapporteurs.
[[File:DraftsTab.png]]


A latest draft in this context is a specific document which is related to an individual active and non published work item.
A draft in this context is a version of a future publication currently being developed by the Technical Body (or ISG), it relates to the agreed scope of an active work item.
All other versions of a latest draft (PE, OAP, Vote, etc.) are available from the Publication service.


==List of work items and associated drafts==
== Latest Draft Screen Content ==
The results displayed show:
The screen shows the list of active work items and their associated drafts.
*Total number of active, non published work items found for the selected ETSI Body and/or Sub-Groups (e.g. "43 active, non published WIs found, displaying 1 to 30").
[[File:LDportlet_delegate_mode.PNG|550px|right]]
*The working title.
*The ETSI Document number (e.g. "TS101 329-3").
*A link to the detailed record in the work programme is provided from the goggles icon.
*The Work item Reference number (e.g. "DTR/TIPHON-06014-1").
*The list of the last four available versions, for each draft the service displays:
**An (u) icon which allows the upload of a new draft or the update of status for an existing draft, depending on your permissions (see Upload Service).
Note 1: the upload facility is disabled for the work items that are under TB Approval or TB resolution, they are "Frozen".


Note 2: the upload icon appears only for logged users who have upload rights.
The first row displays the count of active and non published work items found for the selected Group (e.g. "9 active, non published WIs found, displaying 1 to 9").


**A link to the list of comments files if any (e.g. (c), this link appears only for logged users).
Then for each Work Item:
This list provides a link to each comment file on the FTP server, the identity of the person who uploaded the comment along with the date of the upload.**The version of the draft, if the file is available for download and the user is logged in a link is associated with the version number, click this link to download the draft.
**The status associated with the draft. There are two types of status: Working Draft and the status officially recorded in the ETSI work programme. Only in cases where the draft has been uploaded by the support officer and the work programme has been formally updated will the status be shown together with the achieved date. All other versions will be identified as a Working Draft.
*If more than four drafts are available, a "Show more drafts" link is displayed, click this link to see the full list.


Note: Comments can only be uploaded when a draft physically exists and is available for download. Otherwise the only remaining upload function is the ability to upload a new draft version.
* The following icons:  
** The [[Image:Glasses.gif|15px||alt=View details|View details]] icon: links to the details of the Work Item record in the work programme database.
** The [[Image:update.gif|15px||alt=Update|Update]] icon: to upload a new draft, to update the status of the latest draft, or to change target dates.
** The [[Image:Star.gif|15px||alt=Manage upload path|Manage upload path]] icon: for ETSI staff to manage drafts upload path and folders.
* The Work Item reference number (e.g. "DTR/MTS-00114-1") followed by the ETSI publication number (when already assigned).
* The list of available drafts (if any), with for each version:
** The [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon: to contribute it to its TB/Working Group for discussion, or decision.
** The [[File:Red_cross_icon.PNG|15px||alt=Delete draft|Delete draft]] icon: to delete a  draft. This cross only appears next to drafts which have never been contributed, i.e. never embedded in a contribution. Such non-contributed drafts ''may'' be deleted by ETSI staff.
**The draft version, with a hyperlink to the draft file. To see previous versions, click on the [[File:Plus_icon.PNG]]
**Its associated status.
* The second line displays the Work Item ''working title''


Additionally, the support officers can manage the existing drafts using the Management Interface accessible through the star icon.
==Downloading drafts==
When a draft has been uploaded for a work item, a download link is displayed under the version number.
Login might be required to access the file.
 
[[File: Popup new draft.PNG|300px|thumb|right|Manage drafts]]
 
==Uploading a new draft==
 
After clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon, a pop-up will appear and prompt you for the following information:
* The '''file''' to upload as latest draft
* The '''version''' of the new draft (Vx.y.z) as it will appear on the portal
* The new '''maturity status''' of the uploaded draft (early, stable, final).
* Comments (optional)
 
Note also that the pop-up allows you to perform other tasks like:
* Changing the maturity status of the last uploaded draft (eg: from ''stable'' to ''final'')
* Managing (changing) target dates for the Work Item milestones (depending on your role and access rights).
 
Upon successful upload, the confirmation window will display the path and filename of the uploaded draft and prompt the user to CONTRIBUTE the draft on-the-fly, i.e. to encapsulate the draft in a contribution and to make it available to the (Working-)Group as a meeting contribution.
[[File:Draft_upload_confirmation.png|center|600px]]
 
After upload, the Work Item schedule in the workprogramme database gets updated : the "achieved date" for the selected maturity milestone is filled with the draft upload date and version.
Any subsequent new version upload for the same maturity milestone will generate the insertions of a new line in the Work Item schedule with relevant achieved date and version.
 
Note: the upload facility is disabled for the work items that are under TB Approval or TB resolution, they are "Frozen". The [[Image:update.gif|15px||alt=Update icon|Update icon]]  icon appears only for logged users who have upload rights.
 
[[File:Manage_Drafts.png|300px|thumb|right|Manage drafts]]
==Contributing a draft==
In order to be discussed (or approved) at a meeting, a draft should be "contributed" to that meeting, i.e. embedded in a contribution for that meeting.
 
There are several ways to contribute an uploaded draft ([[Contributions#Contributing_a_draft|full details here]]).
 
# immediately after upload by following the instruction on the upload confirmation window.
# at a later stage by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to a draft version.
 
==Changing the status of an available draft==
 
When clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]]  icon, the upload pop-up will also allow some users (depending on their access rights) to update the '''maturity''' status of the last uploaded draft (eg: from ''Stable'' to ''Final'' draft).
 
When changing the status of an existing draft version, it is necessary to provide the following information:
* targeted maturity milestone of the updated draft version
* Comments (optional)
 
In the Work Programme schedule database, the corresponding '''achieved date''' for the targeted '''milestone''' is then updated with the current date.
 
If the targeted maturity milestone has already been marked as achieved, then a new schedule line is inserted with relevant achieved date and version.
 
==Managing target dates for Work Item milestones==
Only rapporteurs and Officials have the rights to modify the target dates of their Work Items.
'''Rapporteurs''' can update target dates for ''maturity milestones'', i.e. the “'''early draft'''”, “'''Stable Draft'''”, and “'''Final draft'''” target dates.
Additionally, '''officials''' (Chair and Vice-Chairs) have the right to update the ''decision milestones'': "'''WG approval'''", and "'''TB approval'''".
 
To do so click on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon (same icon as to upload a new draft).
 
Then, from the the Manage drafts pop-up, click on the ''Manage target dates'' button
 
[[File:Manage_drafts.png|300px]]
 
A second pop-up window will open:
 
[[File:Manage_target_dates.png|300px]]


Clicking this icon will open the "Management Interface" in a separte window from which they will be able to:
The system will then let the user enter and save new target dates dates for the milestones.
*Define the path to the drafts on the FTP server.
*Update the Work Item schedule by promoting working drafts to an official status.
Note: this functionality is also directly available inside the Latest Drafts service when it is enlarged.


New version or comments on existing versions cannot be uploaded if the path to the drafts on the FTP server has not been defined yet. To define the path to the FTP server:
== Managing drafts upload path and folders ==
*Either click the upload icon or the star icon (then click the "Update" button in the upper right corner) to open the Management Interface.
Upon upload, drafts are stored on DocBox, in a dedicated sub-folder of the Technical Body root path.<blockquote>This folder is usually named "Drafts" or "70-Drafts".</blockquote>The portal allows ETSI support staff (and Rapporteurs ?) to tune the way drafts are stored within that folder.
*The default path is displayed.
For each Work Item, it is possible to :
==Downloading drafts==
* Create an optional '''sub-path''' which can be used to define a structure under the "Drafts" folder and to group WIs in sub-folders ( e.g. by release, by topic, by feature ...).<BR>  ''Default value is empty''
 
* Create an optional '''WI folder''' where successive draft versions will be uploaded.<BR>  ''Default value = Raw WI number''


==Upload of a new draft==
[[File:Manage WI Pathand folder.png|alt=Manage WI path and folder icon|thumb|Manage WI path and folder icon|600x600px]]
It is also possible to choose a flat structure: by configuring no sub-path and no WI-folder,  all drafts and draft versions will be uploaded directly in the "Drafts" folder without any sub-structure.


==Changing the status of a draft==


==Management of target dates==
This functionality is accessible via the [[Image:Star.gif|15px||alt=Manage upload path|Manage upload path]] icon which is visible on the Latest Draft application next to each Work Item reference.

Latest revision as of 16:21, 9 April 2019

The [Drafts] tab on ETSI portal displays the list of Active Work Items for Technical Committees, ISGs, or Working Groups, and their available drafts as uploaded by the rapporteurs. DraftsTab.png

A draft in this context is a version of a future publication currently being developed by the Technical Body (or ISG), it relates to the agreed scope of an active work item.

Latest Draft Screen Content

The screen shows the list of active work items and their associated drafts.

LDportlet delegate mode.PNG

The first row displays the count of active and non published work items found for the selected Group (e.g. "9 active, non published WIs found, displaying 1 to 9").

Then for each Work Item:

  • The following icons:
    • The View details icon: links to the details of the Work Item record in the work programme database.
    • The Update icon: to upload a new draft, to update the status of the latest draft, or to change target dates.
    • The Manage upload path icon: for ETSI staff to manage drafts upload path and folders.
  • The Work Item reference number (e.g. "DTR/MTS-00114-1") followed by the ETSI publication number (when already assigned).
  • The list of available drafts (if any), with for each version:
    • The Contribute draft icon: to contribute it to its TB/Working Group for discussion, or decision.
    • The Delete draft icon: to delete a draft. This cross only appears next to drafts which have never been contributed, i.e. never embedded in a contribution. Such non-contributed drafts may be deleted by ETSI staff.
    • The draft version, with a hyperlink to the draft file. To see previous versions, click on the Plus icon.PNG
    • Its associated status.
  • The second line displays the Work Item working title

Downloading drafts

When a draft has been uploaded for a work item, a download link is displayed under the version number. Login might be required to access the file.

Manage drafts

Uploading a new draft

After clicking on the Update icon icon, a pop-up will appear and prompt you for the following information:

  • The file to upload as latest draft
  • The version of the new draft (Vx.y.z) as it will appear on the portal
  • The new maturity status of the uploaded draft (early, stable, final).
  • Comments (optional)

Note also that the pop-up allows you to perform other tasks like:

  • Changing the maturity status of the last uploaded draft (eg: from stable to final)
  • Managing (changing) target dates for the Work Item milestones (depending on your role and access rights).

Upon successful upload, the confirmation window will display the path and filename of the uploaded draft and prompt the user to CONTRIBUTE the draft on-the-fly, i.e. to encapsulate the draft in a contribution and to make it available to the (Working-)Group as a meeting contribution.

Draft upload confirmation.png

After upload, the Work Item schedule in the workprogramme database gets updated : the "achieved date" for the selected maturity milestone is filled with the draft upload date and version. Any subsequent new version upload for the same maturity milestone will generate the insertions of a new line in the Work Item schedule with relevant achieved date and version.

Note: the upload facility is disabled for the work items that are under TB Approval or TB resolution, they are "Frozen". The Update icon icon appears only for logged users who have upload rights.

Manage drafts

Contributing a draft

In order to be discussed (or approved) at a meeting, a draft should be "contributed" to that meeting, i.e. embedded in a contribution for that meeting.

There are several ways to contribute an uploaded draft (full details here).

  1. immediately after upload by following the instruction on the upload confirmation window.
  2. at a later stage by clicking on the Contribute draft icon next to a draft version.

Changing the status of an available draft

When clicking on the Update icon icon, the upload pop-up will also allow some users (depending on their access rights) to update the maturity status of the last uploaded draft (eg: from Stable to Final draft).

When changing the status of an existing draft version, it is necessary to provide the following information:

  • targeted maturity milestone of the updated draft version
  • Comments (optional)

In the Work Programme schedule database, the corresponding achieved date for the targeted milestone is then updated with the current date.

If the targeted maturity milestone has already been marked as achieved, then a new schedule line is inserted with relevant achieved date and version.

Managing target dates for Work Item milestones

Only rapporteurs and Officials have the rights to modify the target dates of their Work Items. Rapporteurs can update target dates for maturity milestones, i.e. the “early draft”, “Stable Draft”, and “Final draft” target dates. Additionally, officials (Chair and Vice-Chairs) have the right to update the decision milestones: "WG approval", and "TB approval".

To do so click on the Update icon icon (same icon as to upload a new draft).

Then, from the the Manage drafts pop-up, click on the Manage target dates button

Manage drafts.png

A second pop-up window will open:

Manage target dates.png

The system will then let the user enter and save new target dates dates for the milestones.

Managing drafts upload path and folders

Upon upload, drafts are stored on DocBox, in a dedicated sub-folder of the Technical Body root path.

This folder is usually named "Drafts" or "70-Drafts".

The portal allows ETSI support staff (and Rapporteurs ?) to tune the way drafts are stored within that folder.

For each Work Item, it is possible to :

  • Create an optional sub-path which can be used to define a structure under the "Drafts" folder and to group WIs in sub-folders ( e.g. by release, by topic, by feature ...).
    Default value is empty
  • Create an optional WI folder where successive draft versions will be uploaded.
    Default value = Raw WI number
Manage WI path and folder icon
Manage WI path and folder icon

It is also possible to choose a flat structure: by configuring no sub-path and no WI-folder, all drafts and draft versions will be uploaded directly in the "Drafts" folder without any sub-structure.


This functionality is accessible via the Manage upload path icon which is visible on the Latest Draft application next to each Work Item reference.