Help - User contributions [en]

Contributions application

2025-12-18T10:15:13Z

Darda: /* WI Details tab - Creation of a New Deliverable */

== Getting started - How to use the Contributions tool on the Portal ==
Only users logged on the Portal can '''Reserve/Upload Contributions!'''

* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account'''
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])

[[File:Picture1.png|382x382px]]

* Once logged on, select the relevant group, e.g. for Technical Committee '''DECT'''
[[File:Portal body2025-11-18 110550.png|thumb|716x716px|none]]

* Select the tab “Contributions”

[[File:Tab contrib153606.png|thumb|574x574px|none]]

=== Identify the Contribution type ===

Under the '''New contribution''' drop-down list there are several types of contributions available
[[File:Screenshot 2025-11-18 153140.png|thumb|718x718px|none]]

See below links to information about the types '''New Draft''' and '''New WI Proposal / Description''':
{| class="wikitable"
|+
![[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contributi]]<nowiki/>on [[Newcontribution#Create a contribution type: New WI Proposal / Description|type: '''New WI Proposal / Descriptio''']]<nowiki/>n
|-
|[[Newcontribution#Create a contribution type: New Draft|Create a contribution type]][[Newcontribution#Create a contribution type: New Draft|: '''New Draft''']]
|-
|[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
|}

== Create contribution type: '''Other Contribution''' ==
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
* Click on '''Other Contribution''' in the drop-down menu
'''NOTES:'''

The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.

Mandatory fields are marked with a red asterix *.

=== General tab ===
[[File:Picture5b.jpg|frameless|353x353px]]

'''Title''' *: The title given will be used as the name of the uploaded file

'''Type''' *: '''Other Contribution''' is pre-selected

from '''Source''' *: By default the logged-in user

To modify the Source:
* Click on '''Change'''(a pop-up '''Manage Source''' opens
[[File:Picture6.png|frameless|400x400px]]

'''Abstract''': Complementary document information can be added in this field.

4 different types of '''Source''' are available:
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|701x701px]]

'''Main Contact''' *: The logged-in user

'''Additional contact info''': If applicable

'''Input for Committee''' *: The TB, ISG or WG is automatically set, but can be changed

'''Contribution for''' *:'''Decision,''' '''Discussion''' or '''Information'''

Select the appropriate one

'''Meeting – Allocation'''
*Click on the '''Change''' button to assign the contribution to a future meeting

[[File:Change.png|frameless|211x211px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] ). Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

[[File:Assign.png|frameless|511x511px]]

The system will return to the contribution creation screen ).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item. The system displays all the work items attached to the group.
* Select the relevant work item(s) in the displayed list and click on '''Add'''. The selected Work Item(s) appears in '''List of related WIs'''.

[[File:Picture8.png|frameless|373x373px]]

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

* Click on '''Done''' and the system returns to the Contribution creation screen.
=== Related Contributions tab ===
'''Related Contributions''' can be linked together (via the '''General''' tab or via the '''Related Contributions''' tab).

This would be used for transparency when there are existing contributions on the same topic.

To complete the '''Related Contributions''' tab:

* Find the contribution in the list or using the '''Filter''' button

* Click on '''Add'''

* Click on '''Save changes'''

A pop-up message will confirm the contribution number and its status '''RESERVED.'''

'''NOTES:'''

A contribution in status Reserved can be edited without generating a new file.

Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]] .

=== Create a cover page for type: Other Contribution ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

[[File:Picture9.jpg|frameless|403x403px]]

To generate a cover page:

* Click on '''Get cover page'''
** an MS Word file will de downloaded.
*** This file is pre-filled with the information you have entered in the '''General''' tab
*** The file name starts with the identifier of your contribution
** Open it

* Type the content of your contribution in the body of the file and '''Save'''
ℹ️I'''f your contribution is not an MS Word file''', then Zip the downloaded cover page together with your contribution file.

=== Make available a Contribution type: Other Contribution ===
* Click on '''Upload/Make Available'''
[[File:Picture10.png|frameless]]

* Select the zip file
[[File:Picture11.png|frameless]]
* Click on '''Make Available'''

The contribution with a full filename will then be available on the ETSI portal.

[[File:Picture12.png|frameless|618x618px]]

* Subscribe to '''Contribution upload Notification''' to receive an e-mail that a new contribution has been uploaded [[File:Picture13.png|frameless]]

== Create a Contribution type: New Work Item (NWI) Proposal ==
It is mandatory for New Work Item proposals to be created under the type '''NWI Proposal / Description''' in order to generate an entry in the ETSI Work Programme.

[[File:Picture14.png|frameless]]

* Click on '''New WI Proposal / Description''' in the dropdown menu

For this type of contribution there are 3 tabs: General, WI Details and Related Contributions.

[[File:Picture15.png|frameless]]

To see how to complete these tabs, see the next pages in this Helpfile.

=== General tab ===
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab

Mandatory fields are marked with *

'''Title''' *: To describe the content of the contribution

(The system will use the title given in this field as the name of the uploaded file)

'''Type''' *: New WI Proposal / Description type is pre-selected

'''Source''' *: By default the logged-in user

To modify the source:

* Click on the '''Change''' button (a pop-up '''Manage Source''' opens - see next page in this Helpfile by clicking on '''Next''')
[[File:Picture16.png|frameless]]

4 different types of '''Source''' are available:

'''Organisation(s):''' Only active ETSI members/participants will be displayed

'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

'''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

'''Other:''' Free text describing a role not matching one of the above categories

[[File:Picture17.png|frameless]]

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria

* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|525x525px]]

'''Main Contact''' *: By default logged user

'''Additional contact info''': If applicable

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion or Information'''

* Select the appropriate one

'''Meeting – Allocation'''

* Click on the '''Change''' button to assign the contribution to a future meeting
[[File:Change.png|frameless|206x206px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture20.png|frameless|418x418px]]

The system returns to the contribution creation screen (click '''Next''' on this page).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item or deliverable.
[[File:Picture21.png|frameless]]

The system displays all the work items attached to the group.

* Select the relevant work item(s) in the displayed list and click on '''Add'''.

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

The selected Work Item(s) appear on the left part of the screen.

[[File:Picture22.png|frameless|394x394px]]

* Click on '''Done''' and the system reverts to the contribution creation screen with the related WI attached.

* '''Abstract:''' Complementary document information can be added in this field.

=== WI Details tab - Introduction ===
To complete the Work Item (WI) Details tab for a New Work Item Proposal / Description,
* Select '''Creation of a New WI''' (Deliverable)
[[File:Picture23.png|frameless]]

To complete the WI Details tab for the Revision of an existing Work Item
* Select '''Revision of an existing Deliverable'''

=== WI Details tab - Creation of a New Deliverable ===
'''Mandatory fields are marked with''' *

'''WI Committee''' *: TB/WG/ISG automatically set by the system

* Use the drop down menu to change Technical Body or Working Group or Industry Specification Group.

'''Project:''' Only used in cases where projects have been defined such as Release 2, Release 3)

'''Deliverable''' *: New (by default)

'''Standard Type''' *:

* Click on the drop down menu and select an ETSI deliverable type

⚠️ '''NOTE:''' For ISGs only deliverable types GR and GS are permitted.

'''To be published as Version''': Automatically set to 1.1.1 for new deliverables.

[[File:Picture23.png|frameless|434x434px]]

'''Requested WI Reference''':

'''First field''': prefilled with the name of the ETSI Group.

'''Second field:''' the next available ETSI WI Reference number (can be manually updated).

'''Third field:''' optional for a series of documents divided in parts.
[[File:Picture24.png|left|frameless|446x446px]]
'''Formal Title''' *: By default the TB, WG or ISG short name (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives], TWP, Clause 1.6).

'''Formal Title 2''' *: Refers to the domain in which the work will be carried out.

'''Formal Title 3''': Indicates the separate parts of a specification.

'''Working Title''': Short name that is displayed on the '''Latest Drafts''' application on the portal.

'''Scope of Work''':

* Explain the work to be done.

'''Rapporteur:'''

* From the drop down menu type the first name or the surname and the full details will appear.

Only names registered in the ETSI database will be displayed.

'''Supporting companies''':

* Click on '''Add/Remove'''.
[[File:Picture25.png|frameless|373x373px]]
* In the '''Search''' field first enter the name of the organisation then click on the '''Filter''' button.

The full name should appear in the box below.

* Select the organisation from the list and click on '''Add''', or double click on the name to move it to the left side of the screen.

⚠️ '''NOTE''': Minimum four supporting ETSI Full and or Associate Members per Work Item.

[[File:Picture88.png|frameless]]

'''Design for All Assessment:'''

* Click on the '''Assess''' button, review the fields and click '''Done'''.
[[File:Picture26.png|frameless|389x389px]]

To complete the '''Schedule, Aspects''' and '''Keywords''' and '''Frequencies''' fields:

* Expand the drop down menus on the right side of the screen to open (and close) these sections.

'''Schedule:'''
* Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.
[[File:Picture92.png|frameless]]

'''Aspects and Keywords''':
* Select the appropriate Aspects.
[[File:Picture89.png|frameless]]

'''Users'''

What is the end-use of the proposed ETSI Deliverable?

Is it of interest to companies/organizations outside the telecommunications industry?

Is it useful for companies or organizations seeking to improve their experience of using communications, or achieve better Quality of Service?

Will it improve privacy and security of user communications?

'''Consumers'''

Does the topic concern communications or broadcasting in the home environment, user-friendliness of products and applications in general, accessibility, or privacy and security of individuals?

Are there aspects related to individuals’ accessibility to products or services?

If so, then consumer representatives need to participate.

'''Environment issues'''

Does the subject have any relevance or potential impact for the environment?

Does the proposal have any relevance for, or potential impact on, the use of resources (energy, material, water), emissions/discharges (to air, soil, water), radiation, noise and impact on biodiversity?

If so, then the work needs to involve environmental stakeholders.

'''Labour'''

Does the proposed ETSI Deliverable affect occupational health and safety in the working environment?

Are the actions of a worker operating communications equipment likely to be involved or affected, bearing worker safety in mind in particular?

If so, then worker representatives should be consulted.

'''SMEs'''

Will the ETSI Deliverable be of particular interest for SMEs, for example will it be especially be useful for smaller companies?

Will its implementation have particular implications for SMEs?

If the ETSI Deliverable requires testing or third-party conformity assessment, is this likely to have high costs that would affect companies with smaller production scales?

Is the ETSI Deliverable likely to be used as reference in public procurement?

Do you consider that the participation of SMEs in your technical group should be increased?

Would you like SME associations, clusters and trade bodies to be informed about it, such that they can call on their constituents to participate?

'''Security and privacy'''

Security is an increasingly important aspect of many ETSI Deliverables, as are data protection and the privacy of end-users, whether entities or individuals. Often these aspects are the main objective of ETSI Deliverables.

Do ETSI Deliverables proposed for other purposes have implications for security and/or privacy?

If so, due reference is needed on the Work Item form.

* Select Keywords by clicking on '''Add/Remove.'''

* Search the keywords and add them with a double click.

* Click '''Done''' to save the selection and close the window.

A minimum of 2 Keywords are required.

'''Frequencies''': (If applicable)

* Select application using the drop down menu and the related frequency.

[[File:Picture91.png|frameless]]
'''NOTE''': If the WI Details tab is not fully completed it is not possible to '''ACCEPT''' the WI proposal.

=== WI Details tab - Revision of an existing Deliverable ===
'''For the Revision of an''' existing Deliverable the system will retrieve the details from the ETSI [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp Work Programme] and pre-fill a number of fields.

[[File:Picture28.png|frameless|435x435px]]

'''Deliverable''' *: '''Revision of''' (by default)

* Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.

* Verify and update, as necessary

* Click on '''Save changes'''.

A pop-up message will confirm the contribution number and its status '''RESERVED'''.

=== Check a Work Item (WI) Proposal / Description ===
During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:

'''''WI proposal is NOT READY for approval (mouse over to see why)'''''

[[File:Picture29.png|frameless|443x443px]]

* Put mouse over this warning to see the missing information.

The warning is refreshed automatically.

Once all the mandatory fields in the WI Details tab have been filled in, the system will display:

'''''WI proposal is complete (READY for approval)'''''

[[File:Picture30.png|frameless|434x434px]]

A contribution in status '''Reserved''' does not need to uploaded straight away.

'''If the proposal is incomplete:'''

* Select '''Complete now''' or '''Complete later'''
[[File:Picture31.png|frameless]]

'''If the proposal is complete''':

* Select '''Yes now''' or '''No later'''
[[File:Picture32.png|frameless]]

'''NOTE''': In both cases, a confirmation note will indicate that the contribution has been reserved and the allocated Contribution number.

=== Create a cover page for a New WI Proposal / Description ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

A cover page can be generated in 2 ways.

By the system or by the user or

By the system:

* Click on '''Get cover page'''

A zip file will be generated with the cover page and the NWI proposal.

* Click on '''Make available'''
[[File:Picture33.png|frameless]]

By the user:

* Click on '''Get cover page'''

* Update the cover page in MS Word and save.

* Zip the cover page and contribution together

* Click on '''Make available'''
[[File:Picture34.png|frameless]]

=== Preliminary Work Item number (PWI) ===
The '''PWI''' is the identification number of the Work Item until it is approved at the TB/ISG level.

Once approved at TB/ISG level the Work Item will get the WI reference as displayed in the Work Item form.

The PWI number consists of the following:

[[File:Picture35.png|frameless]]

'''PWI_TB/ISG name_Year + sequence number_version'''

For example, '''PWI_MEC_1749_v2''' is a proposed Work Item to ISG MEC, the 49th proposal in 2017 and it is version 2 of the proposal).

The PWI number is visible in 2 places:

[[File:Picture36.png|frameless]]

1.In the '''WI Details''' tab in the NWI proposal

2. In the Work Programme

=== Make Available a New WI Proposal / Description ===
The '''Related Contributions''' tab allows:

Linking contributions allows for transparency and cross-reference when there are existing contributions on the same topic.

[[File:Picture37.png|frameless]]

=== Related Contribution tab ===
Search by either a keyword or the Contribution number using

* Select the related '''Contribution''' in the list

* Click '''Add'''

* Click on '''Save changes'''
[[File:Picture38.png|frameless]]

'''NOTE:''' Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]]

=== History tab ===
The '''History tab''' displays the life-cycle of a contribution.

[[File:Picture39.png|frameless|471x471px]]

== Revise a Contribution - Introduction ==
To update the content of a Contribution which is currently in the status '''Available'''
* Create a Revision of the Contribution via:
a) The '''Contributions''' tab

[[File:Picture40.png|frameless]]

or

b) The '''Meetings''' tab

[[File:Picture41.png|frameless]]

=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
*Identify the Contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] .The '''General''' tab opens
[[File:Picture42.png|frameless]]
* Click '''Revise''' on the bottom of the screen
[[File:Picture43.png|frameless]]
* Update the fields (e.g. Meeting Allocation, Abstract)

* Select the revised file to upload

* Click on '''Save changes''' followed by '''Upload/Make Available'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

From the '''Meetings''' tab:
* Identify the meeting that the contribution is attributed to

[[File:Picture44c.png|frameless|392x392px]]
* Click on the meeting hyperlink
The '''Meeting Information''' page opens.
* Click on the link to '''List of 25 Contributions assigned to this meeting'''
[[File:Picture43b.png|frameless]]

* Identify the contribution to revise and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]
The General tab opens
* Click on '''Revise''' on the bottom of the screen.
[[File:Picture46.png|frameless]]
* Update the fields (Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available.'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

=== Revise a Contribution type: NWI Proposal / Description ===
A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.
* From the '''Contributions''' tab, identify the contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] . The contribution details page will open.
[[File:Picture47.png|frameless]]
* Click on '''Revise'''
[[File:Picture48.png|frameless]]
* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)
[[File:Picture49.png|frameless]]
* Open the '''WI Details''' tab to insert new information
[[File:Picture50.png|frameless]]
* Click on '''Save changes''' followed by '''Upload/make Available'''.

The contribution number will automatically reflect the revision number (i.e. r1, r2).

'''NOTE''': The PWI number will also be revised.

== Change the status '''Available''' of a Contribution - Introduction ==
Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.

=== Change the status of Contribution type: Meeting Agenda, Meeting Report, Liaison Statements, Other===

From the '''Contributions''' tab: Identify the Contribution to be revised and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]

[[File:Picture52.png|frameless|320x320px]]
* Click on the appropriate '''status''' button
[[File:Picture53.png|frameless|338x338px]]

'''Status options:'''

[[File:Picture51.png|frameless]]

Status '''Accepted'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and Accepted AS IT IS.

[[File:Picture54.png|frameless]]

'''NOTE''': It is not possible to revise an Accepted Contribution.

A pop-up window will open
* Enter comments if any and click '''OK'''.
The new status is reflected in the General tab of the '''Contribution'''.

Status '''Rejected'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and '''Rejected'''.

[[File:Picture55.png|frameless]]

'''NOTE:''' It is not possible to revise a Rejected Contribution.

A pop-up window will open.
* Enter comments (mandatory) and click '''OK'''.
The new status is reflected in the '''Genera'''l tab of the Contribution

Status '''Noted'''

[[File:Picture56.png|frameless]]

A contribution For '''Information''' or '''For Discussion''' has been presented and either no further action is required or the proposal needs further enhancement.

Options:

Status '''Noted'''

Status '''Noted Revision Requested'''

A contribution '''For Decision''' may additionally have Status '''Noted with Revision Requested & pre-approved'''.

A pop-up window will open.
* Enter comments and click '''OK'''.
The new status is reflected in the General tab of the Contribution.

Status '''Postpone'''

This status can be reversed by clicking on the button '''Un Postpone'''.

Status '''Withdraw'''

[[File:Picture57.png|frameless]]

'''NOTE:''' A contribution can be Withdrawn (cancelled) by its submitter as long as it has not been handled by the group. Once a contribution has been discussed, it shall not be Withdrawn but the status changed to Noted, Accepted or Rejected as appropriate.

A pop-up window will open.
* Enter comments and click '''Withdraw'''.
The new status is reflected in the General tab of the Contribution.

*

=== Change the status of Contribution type: NWI Proposal / Description ===
To Accept a New Work Item Proposal / Description there are two scenarios:
* TB/ISG level

* Working Group level (followed by TB/ISG approval)

=== To Accept a NWI Proposal created at TB/ISG level ===
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture58.png|frameless]]

Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on '''Accept'''
[[File:Picture59.png|frameless]]

A pop-up window will open
* Enter comments if any and click '''OK.'''
[[File:Picture60.png|frameless]]

The new status is reflected in the General tab of the Contribution.

=== To Accept a NWI Proposal created at WG level ===
A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.

There are 2 ways:
*Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal
[[File:Picture61.png|frameless]]
* Select '''Submit to ERM''' for approval in the General tab
[[File:Picture62.png|frameless]]
* Select the appropriate meeting from the drop down list
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

Alternatively
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture63b.png|frameless]]
* Click on Accept followed by Create new from this one in the General tab.
[[File:Picture63.png|frameless]]

=== To Progress a NWI Proposal created at WG level ===
A new contribution page will open with the WI '''Details''' tab pre-filled
* Update the Source with the WG name

* Change the Input for committee to the parent TB/ISG

* Allocate the WI proposal to the next available meeting by clicking on the Change button
[[File:Picture64.png|frameless]]
* Click on '''Save changes'''
A pop-up window will open
* Click on '''Yes''' now
[[File:Picture65.png|frameless]]

The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''
[[File:Picture66.png|frameless]]
* Select '''Make available'''
[[File:Picture68.png|frameless]]

The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

== Drafts (of ETSI Standards) - Introduction ==
'''To create the first version of a Draft'''

* Download the deliverable templates from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] webpages
[[File:EditHelp.jpg|600x600px]]
* These are in MS Word and contain essential titles and text blocks.

* Select the appropriate deliverable type (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3).

=== Find the templates for ETSI deliverables ===
There are 2 skeletons for each type of deliverable:

- one with explanatory text to guide rapporteurs

- one without the explanatory text.

'''NOTE:''' If the intention is to revise an existing deliverable, download the latest published version in MS Word from the [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp ETSI Work Programme] on the portal.

[[File:Picture69.png|frameless]]

=== Create a Contribution type: '''New Draft''' ===
There are 2 ways to upload a new version of a Draft deliverable:

- via the Contributions tab

- via the Drafts tab (see 5.7)

'''Contributions:'''

* Select the Contributions tab
[[File:Picture70.png|frameless]]
* Click on New Draft in the drop-down menu

The '''Contribution Creation''' screen opens in a new window on the '''General''' tab.

==== '''New Draft -''' General tab ====
* Complete the General tab
[[File:Picture71.png|frameless]]

Title *: The system will use the title given in this field as the name of the uploaded file

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

* To modify the Source:

* Click on Change (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)

'''NOTE:''' Mandatory fields are marked *.

4 different types of Source are available:

[[File:Picture72.png|frameless]]
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same type).

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria.

'''Main Contact''' *: By default logged user

'''Input for committee''' *: Automatically set, but can be changed to another '''TB / WG / ISG'''

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''

* Select the appropriate one
[[File:Picture7c.jpg|frameless|701x701px]]

'''Additional contact info''': If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|frameless]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] .

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
Next click on the '''Draft''' tab

[[File:Picture75.png|frameless]]

'''WI Committee''': Automatically set, but can be changed to another TB / WG / ISG

'''WI Reference:'''

* Choose an existing Draft version or upload a new one using the drop down menu
[[File:Picture76.png|frameless|339x339px]]

'''Version:'''

* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system will confirm that the Contribution has been '''Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

* Click on '''Upload/Make available'''
[[File:Picture77.png|frameless]]

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the pc.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Upload a '''New Draft''' ===
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: Decision, Discussion or Information

* Select the appropriate one

Additional contact info: If applicable

==== General tab ====
* Complete the '''General''' tab

'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected from Source *: By default the logged-in user

* To modify from '''Source''':

* Click on '''Change''', a pop-up Manage Source opens

* '''NOTE:''' Mandatory fields are marked with *.
* 4 different types of '''Source''' are available:

* '''Organization(s):''' Only active ETSI members/participants will be displayed

'''•ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* Other: Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
* Use the Filter, the Add button and the Done button to select the appropriate criteria
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for *: Decision, Discussion''' or '''Information'''

* Select the appropriate one

'''Additional contact info:''' If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab

For information only since the Draft is already on the server the fields are pre-filled

WI Committee: Automatically set, but can be changed to another TB / WG / ISG

WI Reference:
* Choose an existing Draft version or upload a new one using the drop down menu
Version:
* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

* Click on '''Upload/Make available'''

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the PC.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Create a New Draft from the Drafts tab ===
* Click on the Drafts tab
Find the Work Item Identification of the Draft to be uploaded.

3 icons are available [[File:Glasses icon.PNG|frameless]] [[File:Windows-Manage.gif|frameless|13x13px]] [[File:Update.gif|frameless]]

Click on the U icon [[File:Update.gif|frameless]]

[[File:Picture78.png|frameless|800x800px]]

A pop-up window opens.

2 scenarios are possible.

[[File:Picture80.png|433x433px]]

'''Either:'''

Upload a new draft:
* Upload a new version for this Work Item by selecting '''Upload a new draft''' and finding it in a local file.

* Confirm the new version number (i.e. 0.1.0)

* Confirm the '''New Status.'''

* Click on '''Save.'''
'''Or:'''

Change status of the latest draft:
* Expand the drop down menu '''New Status''' to update the status of an already uploaded draft

* Choose one of the maturity milestones:

* Early draft,

* Stable draft

* Final draft for approval
The system will automate a notification: '''Your draft has been successfully uploaded.'''

As a result the Work Item journal is also updated in the Work Programme.

=== Contribute a New Draft from the Drafts tab ===
* Click on the Drafts tab
[[File:Picture81.png|800x800px]]
* Click on the [[File:C icon.PNG|frameless]] icon that is on the same line as the Work Item reference
The Contribution creation screen for type '''Draft''' opens.

[[File:Picture82.png]]

==== General tab ====
* Complete the '''General''' tab
'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected

from '''Source''' *: By default the logged-in user
* To modify “'''from Source'''”:

* Click on '''Change''', a pop-up '''Manage Source''' opens
[[File:Picture83.png|273x273px]]
* NOTE: Mandatory fields are marked with *.

* 4 different types of '''Source''' are available:
[[File:Picture17.png|400x400px]]
* '''Organisation(s):''' Only active ETSI members/participants will be displayed

* '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* '''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* '''Other''': Free text describing a role not matching one of the above categories
'''NOTE''': There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same '''type''').

'''Main Contact''' *: By default logged user

[[File:Picture7c.jpg|701x701px]]

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''
* Select the appropriate one '''Additional contact info''': If applicable
'''Meeting – Allocation'''
* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|507x507px]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross. [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab
[[File:Picture87.png]]

For information only since the Draft is already on the server the fields are pre-filled
* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: New Draft ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the PC.
* The system will zip the cover page and Draft together
* Click on '''Make available'''

== Contributions Download ==

The Contributions tab for each TB/WG/ISG displays the most recent Contributions in the [[Body selector&action=edit&redlink=1|body selector]].
[[File:My contrib portlet 2025-11-19 112224.png|thumb|736x736px]]

=== List of contributions ===
The following columns are displayed under '''Contributions''':

* [[Contribution ID|UID]]: this is a Unique IDentifier used to identify contributions.
* [[Contribution type|Type]] there are 8 main types of Contribution
* [[Contribution for|For]]: Information / Discussion / Decision
* [[Contribution status|Status]]: the [[Contribution State Machine|contribution state machine]] page list the possible states and their position in the workflow.
* [[Contribution meeting&action=edit&redlink=1|Meeting]]: meeting to which the contribution is linked. If more than one meeting, then only the first allocated one is displayed.

Note: Clicking on a column header will change the displayed sort order.

=== Download Contributions ===

=== Individual document download ===
Any Contribution that is [[Contribution status|available]] can be downloaded by clicking on its ID.

Note: Users must login to the portal to accessing a file for download.

=== Bulk document download ===
When logged onto the portal, it is possible to download contributions in a zip file containing several documents.

To do so, select one or several available contributions and click on the '''Download''' link.

Alternatevely, a '''Select all''' link selects all available contributions displayed on the page

=== Links to Contributions application ===

=== New Contribution ===
This link enables the user to choose the type of contribution and then leads to [[Contributions&action=edit&redlink=1|creation screen]]

=== Full view ===
This button links to the contribution main screen, displaying the same list of contributions than in the portlet view.

=== Display and Navigation ===

=== Number of items displayed ===
The number of contributions displayed on each page can be 20 (default), 40, 60, 80, 100 and all contributions.

=== Navigation between pages ===
Navigation between pages can be performed by clicking on Previous and Next links at the bottom of the page.

== Contributions e learning ==
The available e-learning videos on contributions can be found [[Contributions e learning]].

== See terms and abbreviations ==
:
{| class="wikitable"
|'''EDRs''' ETSI Drafting Rules

'''EG''' ETSI Guide

'''EN''' European Standard

'''ENAP''' EN Approval Procedure

'''EP''' ETSI Project

'''EPP''' ETSI Partnership Project

'''ES''' ETSI Standard

'''EWP''' ETSI Work Programme

'''GR''' Group Report

'''GS''' Group Specification

'''HS''' Harmonised Standard

'''IPR''' Intellectual Property Right

'''ISG''' Industry Specification Group

'''MAP''' Membership Approval Procedure
|'''NSO''' National Standards Organization

'''NWI''' New Work Item

'''OCG''' Operational Co-ordination Group

'''PAS''' Publicly Available Specification

'''RoP''' ETSI Rules of Procedure

'''SMP''' Standards Making Progress

'''SR''' Special Report

'''STF''' Special Task Force

'''TB''' Technical Body

'''TC''' Technical Committee

'''ToR''' Terms of Reference

'''TR''' Technical Report

'''TS''' Technical Specification

'''TWPs''' Technical Working Procedures

'''WG''' Working Group

'''WI''' Work Item
|}

Contributions application

2025-12-18T09:53:48Z

Darda: /* WI Details tab - Creation of a New Deliverable */

== Getting started - How to use the Contributions tool on the Portal ==
Only users logged on the Portal can '''Reserve/Upload Contributions!'''

* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account'''
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])

[[File:Picture1.png|382x382px]]

* Once logged on, select the relevant group, e.g. for Technical Committee '''DECT'''
[[File:Portal body2025-11-18 110550.png|thumb|716x716px|none]]

* Select the tab “Contributions”

[[File:Tab contrib153606.png|thumb|574x574px|none]]

=== Identify the Contribution type ===

Under the '''New contribution''' drop-down list there are several types of contributions available
[[File:Screenshot 2025-11-18 153140.png|thumb|718x718px|none]]

See below links to information about the types '''New Draft''' and '''New WI Proposal / Description''':
{| class="wikitable"
|+
![[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contributi]]<nowiki/>on [[Newcontribution#Create a contribution type: New WI Proposal / Description|type: '''New WI Proposal / Descriptio''']]<nowiki/>n
|-
|[[Newcontribution#Create a contribution type: New Draft|Create a contribution type]][[Newcontribution#Create a contribution type: New Draft|: '''New Draft''']]
|-
|[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
|}

== Create contribution type: '''Other Contribution''' ==
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
* Click on '''Other Contribution''' in the drop-down menu
'''NOTES:'''

The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.

Mandatory fields are marked with a red asterix *.

=== General tab ===
[[File:Picture5b.jpg|frameless|353x353px]]

'''Title''' *: The title given will be used as the name of the uploaded file

'''Type''' *: '''Other Contribution''' is pre-selected

from '''Source''' *: By default the logged-in user

To modify the Source:
* Click on '''Change'''(a pop-up '''Manage Source''' opens
[[File:Picture6.png|frameless|400x400px]]

'''Abstract''': Complementary document information can be added in this field.

4 different types of '''Source''' are available:
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|701x701px]]

'''Main Contact''' *: The logged-in user

'''Additional contact info''': If applicable

'''Input for Committee''' *: The TB, ISG or WG is automatically set, but can be changed

'''Contribution for''' *:'''Decision,''' '''Discussion''' or '''Information'''

Select the appropriate one

'''Meeting – Allocation'''
*Click on the '''Change''' button to assign the contribution to a future meeting

[[File:Change.png|frameless|211x211px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] ). Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

[[File:Assign.png|frameless|511x511px]]

The system will return to the contribution creation screen ).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item. The system displays all the work items attached to the group.
* Select the relevant work item(s) in the displayed list and click on '''Add'''. The selected Work Item(s) appears in '''List of related WIs'''.

[[File:Picture8.png|frameless|373x373px]]

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

* Click on '''Done''' and the system returns to the Contribution creation screen.
=== Related Contributions tab ===
'''Related Contributions''' can be linked together (via the '''General''' tab or via the '''Related Contributions''' tab).

This would be used for transparency when there are existing contributions on the same topic.

To complete the '''Related Contributions''' tab:

* Find the contribution in the list or using the '''Filter''' button

* Click on '''Add'''

* Click on '''Save changes'''

A pop-up message will confirm the contribution number and its status '''RESERVED.'''

'''NOTES:'''

A contribution in status Reserved can be edited without generating a new file.

Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]] .

=== Create a cover page for type: Other Contribution ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

[[File:Picture9.jpg|frameless|403x403px]]

To generate a cover page:

* Click on '''Get cover page'''
** an MS Word file will de downloaded.
*** This file is pre-filled with the information you have entered in the '''General''' tab
*** The file name starts with the identifier of your contribution
** Open it

* Type the content of your contribution in the body of the file and '''Save'''
ℹ️I'''f your contribution is not an MS Word file''', then Zip the downloaded cover page together with your contribution file.

=== Make available a Contribution type: Other Contribution ===
* Click on '''Upload/Make Available'''
[[File:Picture10.png|frameless]]

* Select the zip file
[[File:Picture11.png|frameless]]
* Click on '''Make Available'''

The contribution with a full filename will then be available on the ETSI portal.

[[File:Picture12.png|frameless|618x618px]]

* Subscribe to '''Contribution upload Notification''' to receive an e-mail that a new contribution has been uploaded [[File:Picture13.png|frameless]]

== Create a Contribution type: New Work Item (NWI) Proposal ==
It is mandatory for New Work Item proposals to be created under the type '''NWI Proposal / Description''' in order to generate an entry in the ETSI Work Programme.

[[File:Picture14.png|frameless]]

* Click on '''New WI Proposal / Description''' in the dropdown menu

For this type of contribution there are 3 tabs: General, WI Details and Related Contributions.

[[File:Picture15.png|frameless]]

To see how to complete these tabs, see the next pages in this Helpfile.

=== General tab ===
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab

Mandatory fields are marked with *

'''Title''' *: To describe the content of the contribution

(The system will use the title given in this field as the name of the uploaded file)

'''Type''' *: New WI Proposal / Description type is pre-selected

'''Source''' *: By default the logged-in user

To modify the source:

* Click on the '''Change''' button (a pop-up '''Manage Source''' opens - see next page in this Helpfile by clicking on '''Next''')
[[File:Picture16.png|frameless]]

4 different types of '''Source''' are available:

'''Organisation(s):''' Only active ETSI members/participants will be displayed

'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

'''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

'''Other:''' Free text describing a role not matching one of the above categories

[[File:Picture17.png|frameless]]

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria

* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|525x525px]]

'''Main Contact''' *: By default logged user

'''Additional contact info''': If applicable

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion or Information'''

* Select the appropriate one

'''Meeting – Allocation'''

* Click on the '''Change''' button to assign the contribution to a future meeting
[[File:Change.png|frameless|206x206px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture20.png|frameless|418x418px]]

The system returns to the contribution creation screen (click '''Next''' on this page).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item or deliverable.
[[File:Picture21.png|frameless]]

The system displays all the work items attached to the group.

* Select the relevant work item(s) in the displayed list and click on '''Add'''.

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

The selected Work Item(s) appear on the left part of the screen.

[[File:Picture22.png|frameless|394x394px]]

* Click on '''Done''' and the system reverts to the contribution creation screen with the related WI attached.

* '''Abstract:''' Complementary document information can be added in this field.

=== WI Details tab - Introduction ===
To complete the Work Item (WI) Details tab for a New Work Item Proposal / Description,
* Select '''Creation of a New WI''' (Deliverable)
[[File:Picture23.png|frameless]]

To complete the WI Details tab for the Revision of an existing Work Item
* Select '''Revision of an existing Deliverable'''

=== WI Details tab - Creation of a New Deliverable ===
'''Mandatory fields are marked with''' *

'''WI Committee''' *: TB/WG/ISG automatically set by the system

* Use the drop down menu to change Technical Body or Working Group or Industry Specification Group.

'''Project:''' Only used in cases where projects have been defined such as Release 2, Release 3)

'''Deliverable''' *: New (by default)

'''Standard Type''' *:

* Click on the drop down menu and select an ETSI deliverable type

⚠️ '''NOTE:''' For ISGs only deliverable types GR and GS are permitted.

'''To be published as Version''': Automatically set to 1.1.1 for new deliverables.

[[File:Picture23.png|frameless|434x434px]]

'''Requested WI Reference''':

'''First field''': prefilled with the name of the ETSI Group.

'''Second field:''' the next available ETSI WI Reference number (can be manually updated).

'''Third field:''' optional for a series of documents divided in parts.
[[File:Picture24.png|left|frameless|446x446px]]
'''Formal Title''' *: By default the TB, WG or ISG short name (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives], TWP, Clause 1.6).

'''Formal Title 2''' *: Refers to the domain in which the work will be carried out.

'''Formal Title 3''': Indicates the separate parts of a specification.

'''Working Title''': Short name that is displayed on the '''Latest Drafts''' application on the portal.

'''Scope of Work''':

* Explain the work to be done.

'''Rapporteur:'''

* From the drop down menu type the first name or the surname and the full details will appear.

Only names registered in the ETSI database will be displayed.

'''Supporting companies''':

* Click on '''Add/Remove'''.
[[File:Picture25.png|frameless|373x373px]]
* In the '''Search''' field first enter the name of the organisation then click on the '''Filter''' button.

The full name should appear in the box below.

* Select the organisation from the list and click on '''Add''', or double click on the name to move it to the left side of the screen.

'''NOTE''': Minimum four supporting ETSI Full and or Associate Members per Work Item.

[[File:Picture88.png|frameless]]

'''Design for All Assessment:'''

* Click on the '''Assess''' button, review the fields and click '''Done'''.
[[File:Picture26.png|frameless|389x389px]]

To complete the '''Schedule, Aspects''' and '''Keywords''' and '''Frequencies''' fields:

* Expand the drop down menus on the right side of the screen to open (and close) these sections.

'''Schedule:'''
* Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.
[[File:Picture92.png|frameless]]

'''Aspects and Keywords''':
* Select the appropriate Aspects.
[[File:Picture89.png|frameless]]

'''Users'''

What is the end-use of the proposed ETSI Deliverable?

Is it of interest to companies/organizations outside the telecommunications industry?

Is it useful for companies or organizations seeking to improve their experience of using communications, or achieve better Quality of Service?

Will it improve privacy and security of user communications?

'''Consumers'''

Does the topic concern communications or broadcasting in the home environment, user-friendliness of products and applications in general, accessibility, or privacy and security of individuals?

Are there aspects related to individuals’ accessibility to products or services?

If so, then consumer representatives need to participate.

'''Environment issues'''

Does the subject have any relevance or potential impact for the environment?

Does the proposal have any relevance for, or potential impact on, the use of resources (energy, material, water), emissions/discharges (to air, soil, water), radiation, noise and impact on biodiversity?

If so, then the work needs to involve environmental stakeholders.

'''Labour'''

Does the proposed ETSI Deliverable affect occupational health and safety in the working environment?

Are the actions of a worker operating communications equipment likely to be involved or affected, bearing worker safety in mind in particular?

If so, then worker representatives should be consulted.

'''SMEs'''

Will the ETSI Deliverable be of particular interest for SMEs, for example will it be especially be useful for smaller companies?

Will its implementation have particular implications for SMEs?

If the ETSI Deliverable requires testing or third-party conformity assessment, is this likely to have high costs that would affect companies with smaller production scales?

Is the ETSI Deliverable likely to be used as reference in public procurement?

Do you consider that the participation of SMEs in your technical group should be increased?

Would you like SME associations, clusters and trade bodies to be informed about it, such that they can call on their constituents to participate?

'''Security and privacy'''

Security is an increasingly important aspect of many ETSI Deliverables, as are data protection and the privacy of end-users, whether entities or individuals. Often these aspects are the main objective of ETSI Deliverables.

Do ETSI Deliverables proposed for other purposes have implications for security and/or privacy?

If so, due reference is needed on the Work Item form.

* Select Keywords by clicking on '''Add/Remove.'''

* Search the keywords and add them with a double click.

* Click '''Done''' to save the selection and close the window.

A minimum of 2 Keywords are required.

'''Frequencies''': (If applicable)

* Select application using the drop down menu and the related frequency.

[[File:Picture91.png|frameless]]
'''NOTE''': If the WI Details tab is not fully completed it is not possible to '''ACCEPT''' the WI proposal.

=== WI Details tab - Revision of an existing Deliverable ===
'''For the Revision of an''' existing Deliverable the system will retrieve the details from the ETSI [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp Work Programme] and pre-fill a number of fields.

[[File:Picture28.png|frameless|435x435px]]

'''Deliverable''' *: '''Revision of''' (by default)

* Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.

* Verify and update, as necessary

* Click on '''Save changes'''.

A pop-up message will confirm the contribution number and its status '''RESERVED'''.

=== Check a Work Item (WI) Proposal / Description ===
During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:

'''''WI proposal is NOT READY for approval (mouse over to see why)'''''

[[File:Picture29.png|frameless|443x443px]]

* Put mouse over this warning to see the missing information.

The warning is refreshed automatically.

Once all the mandatory fields in the WI Details tab have been filled in, the system will display:

'''''WI proposal is complete (READY for approval)'''''

[[File:Picture30.png|frameless|434x434px]]

A contribution in status '''Reserved''' does not need to uploaded straight away.

'''If the proposal is incomplete:'''

* Select '''Complete now''' or '''Complete later'''
[[File:Picture31.png|frameless]]

'''If the proposal is complete''':

* Select '''Yes now''' or '''No later'''
[[File:Picture32.png|frameless]]

'''NOTE''': In both cases, a confirmation note will indicate that the contribution has been reserved and the allocated Contribution number.

=== Create a cover page for a New WI Proposal / Description ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

A cover page can be generated in 2 ways.

By the system or by the user or

By the system:

* Click on '''Get cover page'''

A zip file will be generated with the cover page and the NWI proposal.

* Click on '''Make available'''
[[File:Picture33.png|frameless]]

By the user:

* Click on '''Get cover page'''

* Update the cover page in MS Word and save.

* Zip the cover page and contribution together

* Click on '''Make available'''
[[File:Picture34.png|frameless]]

=== Preliminary Work Item number (PWI) ===
The '''PWI''' is the identification number of the Work Item until it is approved at the TB/ISG level.

Once approved at TB/ISG level the Work Item will get the WI reference as displayed in the Work Item form.

The PWI number consists of the following:

[[File:Picture35.png|frameless]]

'''PWI_TB/ISG name_Year + sequence number_version'''

For example, '''PWI_MEC_1749_v2''' is a proposed Work Item to ISG MEC, the 49th proposal in 2017 and it is version 2 of the proposal).

The PWI number is visible in 2 places:

[[File:Picture36.png|frameless]]

1.In the '''WI Details''' tab in the NWI proposal

2. In the Work Programme

=== Make Available a New WI Proposal / Description ===
The '''Related Contributions''' tab allows:

Linking contributions allows for transparency and cross-reference when there are existing contributions on the same topic.

[[File:Picture37.png|frameless]]

=== Related Contribution tab ===
Search by either a keyword or the Contribution number using

* Select the related '''Contribution''' in the list

* Click '''Add'''

* Click on '''Save changes'''
[[File:Picture38.png|frameless]]

'''NOTE:''' Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]]

=== History tab ===
The '''History tab''' displays the life-cycle of a contribution.

[[File:Picture39.png|frameless|471x471px]]

== Revise a Contribution - Introduction ==
To update the content of a Contribution which is currently in the status '''Available'''
* Create a Revision of the Contribution via:
a) The '''Contributions''' tab

[[File:Picture40.png|frameless]]

or

b) The '''Meetings''' tab

[[File:Picture41.png|frameless]]

=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
*Identify the Contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] .The '''General''' tab opens
[[File:Picture42.png|frameless]]
* Click '''Revise''' on the bottom of the screen
[[File:Picture43.png|frameless]]
* Update the fields (e.g. Meeting Allocation, Abstract)

* Select the revised file to upload

* Click on '''Save changes''' followed by '''Upload/Make Available'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

From the '''Meetings''' tab:
* Identify the meeting that the contribution is attributed to

[[File:Picture44c.png|frameless|392x392px]]
* Click on the meeting hyperlink
The '''Meeting Information''' page opens.
* Click on the link to '''List of 25 Contributions assigned to this meeting'''
[[File:Picture43b.png|frameless]]

* Identify the contribution to revise and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]
The General tab opens
* Click on '''Revise''' on the bottom of the screen.
[[File:Picture46.png|frameless]]
* Update the fields (Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available.'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

=== Revise a Contribution type: NWI Proposal / Description ===
A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.
* From the '''Contributions''' tab, identify the contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] . The contribution details page will open.
[[File:Picture47.png|frameless]]
* Click on '''Revise'''
[[File:Picture48.png|frameless]]
* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)
[[File:Picture49.png|frameless]]
* Open the '''WI Details''' tab to insert new information
[[File:Picture50.png|frameless]]
* Click on '''Save changes''' followed by '''Upload/make Available'''.

The contribution number will automatically reflect the revision number (i.e. r1, r2).

'''NOTE''': The PWI number will also be revised.

== Change the status '''Available''' of a Contribution - Introduction ==
Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.

=== Change the status of Contribution type: Meeting Agenda, Meeting Report, Liaison Statements, Other===

From the '''Contributions''' tab: Identify the Contribution to be revised and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]

[[File:Picture52.png|frameless|320x320px]]
* Click on the appropriate '''status''' button
[[File:Picture53.png|frameless|338x338px]]

'''Status options:'''

[[File:Picture51.png|frameless]]

Status '''Accepted'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and Accepted AS IT IS.

[[File:Picture54.png|frameless]]

'''NOTE''': It is not possible to revise an Accepted Contribution.

A pop-up window will open
* Enter comments if any and click '''OK'''.
The new status is reflected in the General tab of the '''Contribution'''.

Status '''Rejected'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and '''Rejected'''.

[[File:Picture55.png|frameless]]

'''NOTE:''' It is not possible to revise a Rejected Contribution.

A pop-up window will open.
* Enter comments (mandatory) and click '''OK'''.
The new status is reflected in the '''Genera'''l tab of the Contribution

Status '''Noted'''

[[File:Picture56.png|frameless]]

A contribution For '''Information''' or '''For Discussion''' has been presented and either no further action is required or the proposal needs further enhancement.

Options:

Status '''Noted'''

Status '''Noted Revision Requested'''

A contribution '''For Decision''' may additionally have Status '''Noted with Revision Requested & pre-approved'''.

A pop-up window will open.
* Enter comments and click '''OK'''.
The new status is reflected in the General tab of the Contribution.

Status '''Postpone'''

This status can be reversed by clicking on the button '''Un Postpone'''.

Status '''Withdraw'''

[[File:Picture57.png|frameless]]

'''NOTE:''' A contribution can be Withdrawn (cancelled) by its submitter as long as it has not been handled by the group. Once a contribution has been discussed, it shall not be Withdrawn but the status changed to Noted, Accepted or Rejected as appropriate.

A pop-up window will open.
* Enter comments and click '''Withdraw'''.
The new status is reflected in the General tab of the Contribution.

*

=== Change the status of Contribution type: NWI Proposal / Description ===
To Accept a New Work Item Proposal / Description there are two scenarios:
* TB/ISG level

* Working Group level (followed by TB/ISG approval)

=== To Accept a NWI Proposal created at TB/ISG level ===
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture58.png|frameless]]

Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on '''Accept'''
[[File:Picture59.png|frameless]]

A pop-up window will open
* Enter comments if any and click '''OK.'''
[[File:Picture60.png|frameless]]

The new status is reflected in the General tab of the Contribution.

=== To Accept a NWI Proposal created at WG level ===
A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.

There are 2 ways:
*Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal
[[File:Picture61.png|frameless]]
* Select '''Submit to ERM''' for approval in the General tab
[[File:Picture62.png|frameless]]
* Select the appropriate meeting from the drop down list
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

Alternatively
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture63b.png|frameless]]
* Click on Accept followed by Create new from this one in the General tab.
[[File:Picture63.png|frameless]]

=== To Progress a NWI Proposal created at WG level ===
A new contribution page will open with the WI '''Details''' tab pre-filled
* Update the Source with the WG name

* Change the Input for committee to the parent TB/ISG

* Allocate the WI proposal to the next available meeting by clicking on the Change button
[[File:Picture64.png|frameless]]
* Click on '''Save changes'''
A pop-up window will open
* Click on '''Yes''' now
[[File:Picture65.png|frameless]]

The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''
[[File:Picture66.png|frameless]]
* Select '''Make available'''
[[File:Picture68.png|frameless]]

The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

== Drafts (of ETSI Standards) - Introduction ==
'''To create the first version of a Draft'''

* Download the deliverable templates from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] webpages
[[File:EditHelp.jpg|600x600px]]
* These are in MS Word and contain essential titles and text blocks.

* Select the appropriate deliverable type (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3).

=== Find the templates for ETSI deliverables ===
There are 2 skeletons for each type of deliverable:

- one with explanatory text to guide rapporteurs

- one without the explanatory text.

'''NOTE:''' If the intention is to revise an existing deliverable, download the latest published version in MS Word from the [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp ETSI Work Programme] on the portal.

[[File:Picture69.png|frameless]]

=== Create a Contribution type: '''New Draft''' ===
There are 2 ways to upload a new version of a Draft deliverable:

- via the Contributions tab

- via the Drafts tab (see 5.7)

'''Contributions:'''

* Select the Contributions tab
[[File:Picture70.png|frameless]]
* Click on New Draft in the drop-down menu

The '''Contribution Creation''' screen opens in a new window on the '''General''' tab.

==== '''New Draft -''' General tab ====
* Complete the General tab
[[File:Picture71.png|frameless]]

Title *: The system will use the title given in this field as the name of the uploaded file

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

* To modify the Source:

* Click on Change (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)

'''NOTE:''' Mandatory fields are marked *.

4 different types of Source are available:

[[File:Picture72.png|frameless]]
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same type).

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria.

'''Main Contact''' *: By default logged user

'''Input for committee''' *: Automatically set, but can be changed to another '''TB / WG / ISG'''

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''

* Select the appropriate one
[[File:Picture7c.jpg|frameless|701x701px]]

'''Additional contact info''': If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|frameless]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] .

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
Next click on the '''Draft''' tab

[[File:Picture75.png|frameless]]

'''WI Committee''': Automatically set, but can be changed to another TB / WG / ISG

'''WI Reference:'''

* Choose an existing Draft version or upload a new one using the drop down menu
[[File:Picture76.png|frameless|339x339px]]

'''Version:'''

* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system will confirm that the Contribution has been '''Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

* Click on '''Upload/Make available'''
[[File:Picture77.png|frameless]]

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the pc.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Upload a '''New Draft''' ===
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: Decision, Discussion or Information

* Select the appropriate one

Additional contact info: If applicable

==== General tab ====
* Complete the '''General''' tab

'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected from Source *: By default the logged-in user

* To modify from '''Source''':

* Click on '''Change''', a pop-up Manage Source opens

* '''NOTE:''' Mandatory fields are marked with *.
* 4 different types of '''Source''' are available:

* '''Organization(s):''' Only active ETSI members/participants will be displayed

'''•ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* Other: Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
* Use the Filter, the Add button and the Done button to select the appropriate criteria
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for *: Decision, Discussion''' or '''Information'''

* Select the appropriate one

'''Additional contact info:''' If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab

For information only since the Draft is already on the server the fields are pre-filled

WI Committee: Automatically set, but can be changed to another TB / WG / ISG

WI Reference:
* Choose an existing Draft version or upload a new one using the drop down menu
Version:
* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

* Click on '''Upload/Make available'''

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the PC.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Create a New Draft from the Drafts tab ===
* Click on the Drafts tab
Find the Work Item Identification of the Draft to be uploaded.

3 icons are available [[File:Glasses icon.PNG|frameless]] [[File:Windows-Manage.gif|frameless|13x13px]] [[File:Update.gif|frameless]]

Click on the U icon [[File:Update.gif|frameless]]

[[File:Picture78.png|frameless|800x800px]]

A pop-up window opens.

2 scenarios are possible.

[[File:Picture80.png|433x433px]]

'''Either:'''

Upload a new draft:
* Upload a new version for this Work Item by selecting '''Upload a new draft''' and finding it in a local file.

* Confirm the new version number (i.e. 0.1.0)

* Confirm the '''New Status.'''

* Click on '''Save.'''
'''Or:'''

Change status of the latest draft:
* Expand the drop down menu '''New Status''' to update the status of an already uploaded draft

* Choose one of the maturity milestones:

* Early draft,

* Stable draft

* Final draft for approval
The system will automate a notification: '''Your draft has been successfully uploaded.'''

As a result the Work Item journal is also updated in the Work Programme.

=== Contribute a New Draft from the Drafts tab ===
* Click on the Drafts tab
[[File:Picture81.png|800x800px]]
* Click on the [[File:C icon.PNG|frameless]] icon that is on the same line as the Work Item reference
The Contribution creation screen for type '''Draft''' opens.

[[File:Picture82.png]]

==== General tab ====
* Complete the '''General''' tab
'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected

from '''Source''' *: By default the logged-in user
* To modify “'''from Source'''”:

* Click on '''Change''', a pop-up '''Manage Source''' opens
[[File:Picture83.png|273x273px]]
* NOTE: Mandatory fields are marked with *.

* 4 different types of '''Source''' are available:
[[File:Picture17.png|400x400px]]
* '''Organisation(s):''' Only active ETSI members/participants will be displayed

* '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* '''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* '''Other''': Free text describing a role not matching one of the above categories
'''NOTE''': There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same '''type''').

'''Main Contact''' *: By default logged user

[[File:Picture7c.jpg|701x701px]]

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''
* Select the appropriate one '''Additional contact info''': If applicable
'''Meeting – Allocation'''
* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|507x507px]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross. [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab
[[File:Picture87.png]]

For information only since the Draft is already on the server the fields are pre-filled
* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: New Draft ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the PC.
* The system will zip the cover page and Draft together
* Click on '''Make available'''

== Contributions Download ==

The Contributions tab for each TB/WG/ISG displays the most recent Contributions in the [[Body selector&action=edit&redlink=1|body selector]].
[[File:My contrib portlet 2025-11-19 112224.png|thumb|736x736px]]

=== List of contributions ===
The following columns are displayed under '''Contributions''':

* [[Contribution ID|UID]]: this is a Unique IDentifier used to identify contributions.
* [[Contribution type|Type]] there are 8 main types of Contribution
* [[Contribution for|For]]: Information / Discussion / Decision
* [[Contribution status|Status]]: the [[Contribution State Machine|contribution state machine]] page list the possible states and their position in the workflow.
* [[Contribution meeting&action=edit&redlink=1|Meeting]]: meeting to which the contribution is linked. If more than one meeting, then only the first allocated one is displayed.

Note: Clicking on a column header will change the displayed sort order.

=== Download Contributions ===

=== Individual document download ===
Any Contribution that is [[Contribution status|available]] can be downloaded by clicking on its ID.

Note: Users must login to the portal to accessing a file for download.

=== Bulk document download ===
When logged onto the portal, it is possible to download contributions in a zip file containing several documents.

To do so, select one or several available contributions and click on the '''Download''' link.

Alternatevely, a '''Select all''' link selects all available contributions displayed on the page

=== Links to Contributions application ===

=== New Contribution ===
This link enables the user to choose the type of contribution and then leads to [[Contributions&action=edit&redlink=1|creation screen]]

=== Full view ===
This button links to the contribution main screen, displaying the same list of contributions than in the portlet view.

=== Display and Navigation ===

=== Number of items displayed ===
The number of contributions displayed on each page can be 20 (default), 40, 60, 80, 100 and all contributions.

=== Navigation between pages ===
Navigation between pages can be performed by clicking on Previous and Next links at the bottom of the page.

== Contributions e learning ==
The available e-learning videos on contributions can be found [[Contributions e learning]].

== See terms and abbreviations ==
:
{| class="wikitable"
|'''EDRs''' ETSI Drafting Rules

'''EG''' ETSI Guide

'''EN''' European Standard

'''ENAP''' EN Approval Procedure

'''EP''' ETSI Project

'''EPP''' ETSI Partnership Project

'''ES''' ETSI Standard

'''EWP''' ETSI Work Programme

'''GR''' Group Report

'''GS''' Group Specification

'''HS''' Harmonised Standard

'''IPR''' Intellectual Property Right

'''ISG''' Industry Specification Group

'''MAP''' Membership Approval Procedure
|'''NSO''' National Standards Organization

'''NWI''' New Work Item

'''OCG''' Operational Co-ordination Group

'''PAS''' Publicly Available Specification

'''RoP''' ETSI Rules of Procedure

'''SMP''' Standards Making Progress

'''SR''' Special Report

'''STF''' Special Task Force

'''TB''' Technical Body

'''TC''' Technical Committee

'''ToR''' Terms of Reference

'''TR''' Technical Report

'''TS''' Technical Specification

'''TWPs''' Technical Working Procedures

'''WG''' Working Group

'''WI''' Work Item
|}

Contributions application

2025-12-17T14:00:25Z

Darda: /* Create a cover page for type: Other Contribution */

== Getting started - How to use the Contributions tool on the Portal ==
Only users logged on the Portal can '''Reserve/Upload Contributions!'''

* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account'''
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])

[[File:Picture1.png|382x382px]]

* Once logged on, select the relevant group, e.g. for Technical Committee '''DECT'''
[[File:Portal body2025-11-18 110550.png|thumb|716x716px|none]]

* Select the tab “Contributions”

[[File:Tab contrib153606.png|thumb|574x574px|none]]

=== Identify the Contribution type ===

Under the '''New contribution''' drop-down list there are several types of contributions available
[[File:Screenshot 2025-11-18 153140.png|thumb|718x718px|none]]

See below links to information about the types '''New Draft''' and '''New WI Proposal / Description''':
{| class="wikitable"
|+
![[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contributi]]<nowiki/>on [[Newcontribution#Create a contribution type: New WI Proposal / Description|type: '''New WI Proposal / Descriptio''']]<nowiki/>n
|-
|[[Newcontribution#Create a contribution type: New Draft|Create a contribution type]][[Newcontribution#Create a contribution type: New Draft|: '''New Draft''']]
|-
|[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
|}

== Create contribution type: '''Other Contribution''' ==
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
* Click on '''Other Contribution''' in the drop-down menu
'''NOTES:'''

The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.

Mandatory fields are marked with a red asterix *.

=== General tab ===
[[File:Picture5b.jpg|frameless|353x353px]]

'''Title''' *: The title given will be used as the name of the uploaded file

'''Type''' *: '''Other Contribution''' is pre-selected

from '''Source''' *: By default the logged-in user

To modify the Source:
* Click on '''Change'''(a pop-up '''Manage Source''' opens
[[File:Picture6.png|frameless|400x400px]]

'''Abstract''': Complementary document information can be added in this field.

4 different types of '''Source''' are available:
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|701x701px]]

'''Main Contact''' *: The logged-in user

'''Additional contact info''': If applicable

'''Input for Committee''' *: The TB, ISG or WG is automatically set, but can be changed

'''Contribution for''' *:'''Decision,''' '''Discussion''' or '''Information'''

Select the appropriate one

'''Meeting – Allocation'''
*Click on the '''Change''' button to assign the contribution to a future meeting

[[File:Change.png|frameless|211x211px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] ). Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

[[File:Assign.png|frameless|511x511px]]

The system will return to the contribution creation screen ).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item. The system displays all the work items attached to the group.
* Select the relevant work item(s) in the displayed list and click on '''Add'''. The selected Work Item(s) appears in '''List of related WIs'''.

[[File:Picture8.png|frameless|373x373px]]

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

* Click on '''Done''' and the system returns to the Contribution creation screen.
=== Related Contributions tab ===
'''Related Contributions''' can be linked together (via the '''General''' tab or via the '''Related Contributions''' tab).

This would be used for transparency when there are existing contributions on the same topic.

To complete the '''Related Contributions''' tab:

* Find the contribution in the list or using the '''Filter''' button

* Click on '''Add'''

* Click on '''Save changes'''

A pop-up message will confirm the contribution number and its status '''RESERVED.'''

'''NOTES:'''

A contribution in status Reserved can be edited without generating a new file.

Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]] .

=== Create a cover page for type: Other Contribution ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

[[File:Picture9.jpg|frameless|403x403px]]

To generate a cover page:

* Click on '''Get cover page'''
** an MS Word file will de downloaded.
*** This file is pre-filled with the information you have entered in the '''General''' tab
*** The file name starts with the identifier of your contribution
** Open it

* Type the content of your contribution in the body of the file and '''Save'''
ℹ️I'''f your contribution is not an MS Word file''', then Zip the downloaded cover page together with your contribution file.

=== Make available a Contribution type: Other Contribution ===
* Click on '''Upload/Make Available'''
[[File:Picture10.png|frameless]]

* Select the zip file
[[File:Picture11.png|frameless]]
* Click on '''Make Available'''

The contribution with a full filename will then be available on the ETSI portal.

[[File:Picture12.png|frameless|618x618px]]

* Subscribe to '''Contribution upload Notification''' to receive an e-mail that a new contribution has been uploaded [[File:Picture13.png|frameless]]

== Create a Contribution type: New Work Item (NWI) Proposal ==
It is mandatory for New Work Item proposals to be created under the type '''NWI Proposal / Description''' in order to generate an entry in the ETSI Work Programme.

[[File:Picture14.png|frameless]]

* Click on '''New WI Proposal / Description''' in the dropdown menu

For this type of contribution there are 3 tabs: General, WI Details and Related Contributions.

[[File:Picture15.png|frameless]]

To see how to complete these tabs, see the next pages in this Helpfile.

=== General tab ===
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab

Mandatory fields are marked with *

'''Title''' *: To describe the content of the contribution

(The system will use the title given in this field as the name of the uploaded file)

'''Type''' *: New WI Proposal / Description type is pre-selected

'''Source''' *: By default the logged-in user

To modify the source:

* Click on the '''Change''' button (a pop-up '''Manage Source''' opens - see next page in this Helpfile by clicking on '''Next''')
[[File:Picture16.png|frameless]]

4 different types of '''Source''' are available:

'''Organisation(s):''' Only active ETSI members/participants will be displayed

'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

'''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

'''Other:''' Free text describing a role not matching one of the above categories

[[File:Picture17.png|frameless]]

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria

* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|525x525px]]

'''Main Contact''' *: By default logged user

'''Additional contact info''': If applicable

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion or Information'''

* Select the appropriate one

'''Meeting – Allocation'''

* Click on the '''Change''' button to assign the contribution to a future meeting
[[File:Change.png|frameless|206x206px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture20.png|frameless|418x418px]]

The system returns to the contribution creation screen (click '''Next''' on this page).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item or deliverable.
[[File:Picture21.png|frameless]]

The system displays all the work items attached to the group.

* Select the relevant work item(s) in the displayed list and click on '''Add'''.

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

The selected Work Item(s) appear on the left part of the screen.

[[File:Picture22.png|frameless|394x394px]]

* Click on '''Done''' and the system reverts to the contribution creation screen with the related WI attached.

* '''Abstract:''' Complementary document information can be added in this field.

=== WI Details tab - Introduction ===
To complete the Work Item (WI) Details tab for a New Work Item Proposal / Description,
* Select '''Creation of a New WI''' (Deliverable)
[[File:Picture23.png|frameless]]

To complete the WI Details tab for the Revision of an existing Work Item
* Select '''Revision of an existing Deliverable'''

=== WI Details tab - Creation of a New Deliverable ===
'''Mandatory fields are marked with''' *

'''WI Committee''' *: TB/WG/ISG automatically set by the system

* Use the drop down menu to change Technical Body or Working Group or Industry Specification Group.

'''Project:''' Only used in cases where projects have been defined such as Release 2, Release 3)

'''Deliverable''' *: New (by default)

'''Standard Type''' *:

* Click on the drop down menu and select an ETSI deliverable type

'''NOTE:''' For ISGs only deliverable types GR and GS are permitted.

'''To be published as Version''': Automatically set to 1.1.1 for new deliverables.

[[File:Picture23.png|frameless|434x434px]]

'''Requested WI Reference''':

'''First field''': prefilled with the name of the ETSI Group.

'''Second field:''' the next available ETSI WI Reference number (can be manually updated).

'''Third field:''' optional for a series of documents divided in parts.
[[File:Picture24.png|left|frameless|446x446px]]
'''Formal Title''' *: By default the TB, WG or ISG short name (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives], TWP, Clause 1.6).

'''Formal Title 2''' *: Refers to the domain in which the work will be carried out.

'''Formal Title 3''': Indicates the separate parts of a specification.

'''Working Title''': Short name that is displayed on the '''Latest Drafts''' application on the portal.

'''Scope of Work''':

* Explain the work to be done.

'''Rapporteur:'''

* From the drop down menu type the first name or the surname and the full details will appear.

Only names registered in the ETSI database will be displayed.

'''Supporting companies''':

* Click on '''Add/Remove'''.
[[File:Picture25.png|frameless|373x373px]]
* In the '''Search''' field first enter the name of the organisation then click on the '''Filter''' button.

The full name should appear in the box below.

* Select the organisation from the list and click on '''Add''', or double click on the name to move it to the left side of the screen.

'''NOTE''': Minimum four supporting ETSI Full and or Associate Members per Work Item.

[[File:Picture88.png|frameless]]

'''Design for All Assessment:'''

* Click on the '''Assess''' button, review the fields and click '''Done'''.
[[File:Picture26.png|frameless|389x389px]]

To complete the '''Schedule, Aspects''' and '''Keywords''' and '''Frequencies''' fields:

* Expand the drop down menus on the right side of the screen to open (and close) these sections.

'''Schedule:'''
* Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.
[[File:Picture92.png|frameless]]

'''Aspects and Keywords''':
* Select the appropriate Aspects.
[[File:Picture89.png|frameless]]

'''Users'''

What is the end-use of the proposed ETSI Deliverable?

Is it of interest to companies/organizations outside the telecommunications industry?

Is it useful for companies or organizations seeking to improve their experience of using communications, or achieve better Quality of Service?

Will it improve privacy and security of user communications?

'''Consumers'''

Does the topic concern communications or broadcasting in the home environment, user-friendliness of products and applications in general, accessibility, or privacy and security of individuals?

Are there aspects related to individuals’ accessibility to products or services?

If so, then consumer representatives need to participate.

'''Environment issues'''

Does the subject have any relevance or potential impact for the environment?

Does the proposal have any relevance for, or potential impact on, the use of resources (energy, material, water), emissions/discharges (to air, soil, water), radiation, noise and impact on biodiversity?

If so, then the work needs to involve environmental stakeholders.

'''Labour'''

Does the proposed ETSI Deliverable affect occupational health and safety in the working environment?

Are the actions of a worker operating communications equipment likely to be involved or affected, bearing worker safety in mind in particular?

If so, then worker representatives should be consulted.

'''SMEs'''

Will the ETSI Deliverable be of particular interest for SMEs, for example will it be especially be useful for smaller companies?

Will its implementation have particular implications for SMEs?

If the ETSI Deliverable requires testing or third-party conformity assessment, is this likely to have high costs that would affect companies with smaller production scales?

Is the ETSI Deliverable likely to be used as reference in public procurement?

Do you consider that the participation of SMEs in your technical group should be increased?

Would you like SME associations, clusters and trade bodies to be informed about it, such that they can call on their constituents to participate?

'''Security and privacy'''

Security is an increasingly important aspect of many ETSI Deliverables, as are data protection and the privacy of end-users, whether entities or individuals. Often these aspects are the main objective of ETSI Deliverables.

Do ETSI Deliverables proposed for other purposes have implications for security and/or privacy?

If so, due reference is needed on the Work Item form.

* Select Keywords by clicking on '''Add/Remove.'''

* Search the keywords and add them with a double click.

* Click '''Done''' to save the selection and close the window.

A minimum of 2 Keywords are required.

'''Frequencies''': (If applicable)

* Select application using the drop down menu and the related frequency.

[[File:Picture91.png|frameless]]
'''NOTE''': If the WI Details tab is not fully completed it is not possible to '''ACCEPT''' the WI proposal.

=== WI Details tab - Revision of an existing Deliverable ===
'''For the Revision of an''' existing Deliverable the system will retrieve the details from the ETSI [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp Work Programme] and pre-fill a number of fields.

[[File:Picture28.png|frameless|435x435px]]

'''Deliverable''' *: '''Revision of''' (by default)

* Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.

* Verify and update, as necessary

* Click on '''Save changes'''.

A pop-up message will confirm the contribution number and its status '''RESERVED'''.

=== Check a Work Item (WI) Proposal / Description ===
During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:

'''''WI proposal is NOT READY for approval (mouse over to see why)'''''

[[File:Picture29.png|frameless|443x443px]]

* Put mouse over this warning to see the missing information.

The warning is refreshed automatically.

Once all the mandatory fields in the WI Details tab have been filled in, the system will display:

'''''WI proposal is complete (READY for approval)'''''

[[File:Picture30.png|frameless|434x434px]]

A contribution in status '''Reserved''' does not need to uploaded straight away.

'''If the proposal is incomplete:'''

* Select '''Complete now''' or '''Complete later'''
[[File:Picture31.png|frameless]]

'''If the proposal is complete''':

* Select '''Yes now''' or '''No later'''
[[File:Picture32.png|frameless]]

'''NOTE''': In both cases, a confirmation note will indicate that the contribution has been reserved and the allocated Contribution number.

=== Create a cover page for a New WI Proposal / Description ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

A cover page can be generated in 2 ways.

By the system or by the user or

By the system:

* Click on '''Get cover page'''

A zip file will be generated with the cover page and the NWI proposal.

* Click on '''Make available'''
[[File:Picture33.png|frameless]]

By the user:

* Click on '''Get cover page'''

* Update the cover page in MS Word and save.

* Zip the cover page and contribution together

* Click on '''Make available'''
[[File:Picture34.png|frameless]]

=== Preliminary Work Item number (PWI) ===
The '''PWI''' is the identification number of the Work Item until it is approved at the TB/ISG level.

Once approved at TB/ISG level the Work Item will get the WI reference as displayed in the Work Item form.

The PWI number consists of the following:

[[File:Picture35.png|frameless]]

'''PWI_TB/ISG name_Year + sequence number_version'''

For example, '''PWI_MEC_1749_v2''' is a proposed Work Item to ISG MEC, the 49th proposal in 2017 and it is version 2 of the proposal).

The PWI number is visible in 2 places:

[[File:Picture36.png|frameless]]

1.In the '''WI Details''' tab in the NWI proposal

2. In the Work Programme

=== Make Available a New WI Proposal / Description ===
The '''Related Contributions''' tab allows:

Linking contributions allows for transparency and cross-reference when there are existing contributions on the same topic.

[[File:Picture37.png|frameless]]

=== Related Contribution tab ===
Search by either a keyword or the Contribution number using

* Select the related '''Contribution''' in the list

* Click '''Add'''

* Click on '''Save changes'''
[[File:Picture38.png|frameless]]

'''NOTE:''' Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]]

=== History tab ===
The '''History tab''' displays the life-cycle of a contribution.

[[File:Picture39.png|frameless|471x471px]]

== Revise a Contribution - Introduction ==
To update the content of a Contribution which is currently in the status '''Available'''
* Create a Revision of the Contribution via:
a) The '''Contributions''' tab

[[File:Picture40.png|frameless]]

or

b) The '''Meetings''' tab

[[File:Picture41.png|frameless]]

=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
*Identify the Contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] .The '''General''' tab opens
[[File:Picture42.png|frameless]]
* Click '''Revise''' on the bottom of the screen
[[File:Picture43.png|frameless]]
* Update the fields (e.g. Meeting Allocation, Abstract)

* Select the revised file to upload

* Click on '''Save changes''' followed by '''Upload/Make Available'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

From the '''Meetings''' tab:
* Identify the meeting that the contribution is attributed to

[[File:Picture44c.png|frameless|392x392px]]
* Click on the meeting hyperlink
The '''Meeting Information''' page opens.
* Click on the link to '''List of 25 Contributions assigned to this meeting'''
[[File:Picture43b.png|frameless]]

* Identify the contribution to revise and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]
The General tab opens
* Click on '''Revise''' on the bottom of the screen.
[[File:Picture46.png|frameless]]
* Update the fields (Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available.'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

=== Revise a Contribution type: NWI Proposal / Description ===
A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.
* From the '''Contributions''' tab, identify the contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] . The contribution details page will open.
[[File:Picture47.png|frameless]]
* Click on '''Revise'''
[[File:Picture48.png|frameless]]
* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)
[[File:Picture49.png|frameless]]
* Open the '''WI Details''' tab to insert new information
[[File:Picture50.png|frameless]]
* Click on '''Save changes''' followed by '''Upload/make Available'''.

The contribution number will automatically reflect the revision number (i.e. r1, r2).

'''NOTE''': The PWI number will also be revised.

== Change the status '''Available''' of a Contribution - Introduction ==
Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.

=== Change the status of Contribution type: Meeting Agenda, Meeting Report, Liaison Statements, Other===

From the '''Contributions''' tab: Identify the Contribution to be revised and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]

[[File:Picture52.png|frameless|320x320px]]
* Click on the appropriate '''status''' button
[[File:Picture53.png|frameless|338x338px]]

'''Status options:'''

[[File:Picture51.png|frameless]]

Status '''Accepted'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and Accepted AS IT IS.

[[File:Picture54.png|frameless]]

'''NOTE''': It is not possible to revise an Accepted Contribution.

A pop-up window will open
* Enter comments if any and click '''OK'''.
The new status is reflected in the General tab of the '''Contribution'''.

Status '''Rejected'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and '''Rejected'''.

[[File:Picture55.png|frameless]]

'''NOTE:''' It is not possible to revise a Rejected Contribution.

A pop-up window will open.
* Enter comments (mandatory) and click '''OK'''.
The new status is reflected in the '''Genera'''l tab of the Contribution

Status '''Noted'''

[[File:Picture56.png|frameless]]

A contribution For '''Information''' or '''For Discussion''' has been presented and either no further action is required or the proposal needs further enhancement.

Options:

Status '''Noted'''

Status '''Noted Revision Requested'''

A contribution '''For Decision''' may additionally have Status '''Noted with Revision Requested & pre-approved'''.

A pop-up window will open.
* Enter comments and click '''OK'''.
The new status is reflected in the General tab of the Contribution.

Status '''Postpone'''

This status can be reversed by clicking on the button '''Un Postpone'''.

Status '''Withdraw'''

[[File:Picture57.png|frameless]]

'''NOTE:''' A contribution can be Withdrawn (cancelled) by its submitter as long as it has not been handled by the group. Once a contribution has been discussed, it shall not be Withdrawn but the status changed to Noted, Accepted or Rejected as appropriate.

A pop-up window will open.
* Enter comments and click '''Withdraw'''.
The new status is reflected in the General tab of the Contribution.

*

=== Change the status of Contribution type: NWI Proposal / Description ===
To Accept a New Work Item Proposal / Description there are two scenarios:
* TB/ISG level

* Working Group level (followed by TB/ISG approval)

=== To Accept a NWI Proposal created at TB/ISG level ===
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture58.png|frameless]]

Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on '''Accept'''
[[File:Picture59.png|frameless]]

A pop-up window will open
* Enter comments if any and click '''OK.'''
[[File:Picture60.png|frameless]]

The new status is reflected in the General tab of the Contribution.

=== To Accept a NWI Proposal created at WG level ===
A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.

There are 2 ways:
*Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal
[[File:Picture61.png|frameless]]
* Select '''Submit to ERM''' for approval in the General tab
[[File:Picture62.png|frameless]]
* Select the appropriate meeting from the drop down list
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

Alternatively
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture63b.png|frameless]]
* Click on Accept followed by Create new from this one in the General tab.
[[File:Picture63.png|frameless]]

=== To Progress a NWI Proposal created at WG level ===
A new contribution page will open with the WI '''Details''' tab pre-filled
* Update the Source with the WG name

* Change the Input for committee to the parent TB/ISG

* Allocate the WI proposal to the next available meeting by clicking on the Change button
[[File:Picture64.png|frameless]]
* Click on '''Save changes'''
A pop-up window will open
* Click on '''Yes''' now
[[File:Picture65.png|frameless]]

The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''
[[File:Picture66.png|frameless]]
* Select '''Make available'''
[[File:Picture68.png|frameless]]

The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

== Drafts (of ETSI Standards) - Introduction ==
'''To create the first version of a Draft'''

* Download the deliverable templates from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] webpages
[[File:EditHelp.jpg|600x600px]]
* These are in MS Word and contain essential titles and text blocks.

* Select the appropriate deliverable type (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3).

=== Find the templates for ETSI deliverables ===
There are 2 skeletons for each type of deliverable:

- one with explanatory text to guide rapporteurs

- one without the explanatory text.

'''NOTE:''' If the intention is to revise an existing deliverable, download the latest published version in MS Word from the [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp ETSI Work Programme] on the portal.

[[File:Picture69.png|frameless]]

=== Create a Contribution type: '''New Draft''' ===
There are 2 ways to upload a new version of a Draft deliverable:

- via the Contributions tab

- via the Drafts tab (see 5.7)

'''Contributions:'''

* Select the Contributions tab
[[File:Picture70.png|frameless]]
* Click on New Draft in the drop-down menu

The '''Contribution Creation''' screen opens in a new window on the '''General''' tab.

==== '''New Draft -''' General tab ====
* Complete the General tab
[[File:Picture71.png|frameless]]

Title *: The system will use the title given in this field as the name of the uploaded file

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

* To modify the Source:

* Click on Change (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)

'''NOTE:''' Mandatory fields are marked *.

4 different types of Source are available:

[[File:Picture72.png|frameless]]
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same type).

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria.

'''Main Contact''' *: By default logged user

'''Input for committee''' *: Automatically set, but can be changed to another '''TB / WG / ISG'''

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''

* Select the appropriate one
[[File:Picture7c.jpg|frameless|701x701px]]

'''Additional contact info''': If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|frameless]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] .

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
Next click on the '''Draft''' tab

[[File:Picture75.png|frameless]]

'''WI Committee''': Automatically set, but can be changed to another TB / WG / ISG

'''WI Reference:'''

* Choose an existing Draft version or upload a new one using the drop down menu
[[File:Picture76.png|frameless|339x339px]]

'''Version:'''

* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system will confirm that the Contribution has been '''Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

* Click on '''Upload/Make available'''
[[File:Picture77.png|frameless]]

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the pc.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Upload a '''New Draft''' ===
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: Decision, Discussion or Information

* Select the appropriate one

Additional contact info: If applicable

==== General tab ====
* Complete the '''General''' tab

'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected from Source *: By default the logged-in user

* To modify from '''Source''':

* Click on '''Change''', a pop-up Manage Source opens

* '''NOTE:''' Mandatory fields are marked with *.
* 4 different types of '''Source''' are available:

* '''Organization(s):''' Only active ETSI members/participants will be displayed

'''•ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* Other: Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
* Use the Filter, the Add button and the Done button to select the appropriate criteria
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for *: Decision, Discussion''' or '''Information'''

* Select the appropriate one

'''Additional contact info:''' If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab

For information only since the Draft is already on the server the fields are pre-filled

WI Committee: Automatically set, but can be changed to another TB / WG / ISG

WI Reference:
* Choose an existing Draft version or upload a new one using the drop down menu
Version:
* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

* Click on '''Upload/Make available'''

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the PC.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Create a New Draft from the Drafts tab ===
* Click on the Drafts tab
Find the Work Item Identification of the Draft to be uploaded.

3 icons are available [[File:Glasses icon.PNG|frameless]] [[File:Windows-Manage.gif|frameless|13x13px]] [[File:Update.gif|frameless]]

Click on the U icon [[File:Update.gif|frameless]]

[[File:Picture78.png|frameless|800x800px]]

A pop-up window opens.

2 scenarios are possible.

[[File:Picture80.png|433x433px]]

'''Either:'''

Upload a new draft:
* Upload a new version for this Work Item by selecting '''Upload a new draft''' and finding it in a local file.

* Confirm the new version number (i.e. 0.1.0)

* Confirm the '''New Status.'''

* Click on '''Save.'''
'''Or:'''

Change status of the latest draft:
* Expand the drop down menu '''New Status''' to update the status of an already uploaded draft

* Choose one of the maturity milestones:

* Early draft,

* Stable draft

* Final draft for approval
The system will automate a notification: '''Your draft has been successfully uploaded.'''

As a result the Work Item journal is also updated in the Work Programme.

=== Contribute a New Draft from the Drafts tab ===
* Click on the Drafts tab
[[File:Picture81.png|800x800px]]
* Click on the [[File:C icon.PNG|frameless]] icon that is on the same line as the Work Item reference
The Contribution creation screen for type '''Draft''' opens.

[[File:Picture82.png]]

==== General tab ====
* Complete the '''General''' tab
'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected

from '''Source''' *: By default the logged-in user
* To modify “'''from Source'''”:

* Click on '''Change''', a pop-up '''Manage Source''' opens
[[File:Picture83.png|273x273px]]
* NOTE: Mandatory fields are marked with *.

* 4 different types of '''Source''' are available:
[[File:Picture17.png|400x400px]]
* '''Organisation(s):''' Only active ETSI members/participants will be displayed

* '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* '''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* '''Other''': Free text describing a role not matching one of the above categories
'''NOTE''': There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same '''type''').

'''Main Contact''' *: By default logged user

[[File:Picture7c.jpg|701x701px]]

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''
* Select the appropriate one '''Additional contact info''': If applicable
'''Meeting – Allocation'''
* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|507x507px]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross. [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab
[[File:Picture87.png]]

For information only since the Draft is already on the server the fields are pre-filled
* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: New Draft ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the PC.
* The system will zip the cover page and Draft together
* Click on '''Make available'''

== Contributions Download ==

The Contributions tab for each TB/WG/ISG displays the most recent Contributions in the [[Body selector&action=edit&redlink=1|body selector]].
[[File:My contrib portlet 2025-11-19 112224.png|thumb|736x736px]]

=== List of contributions ===
The following columns are displayed under '''Contributions''':

* [[Contribution ID|UID]]: this is a Unique IDentifier used to identify contributions.
* [[Contribution type|Type]] there are 8 main types of Contribution
* [[Contribution for|For]]: Information / Discussion / Decision
* [[Contribution status|Status]]: the [[Contribution State Machine|contribution state machine]] page list the possible states and their position in the workflow.
* [[Contribution meeting&action=edit&redlink=1|Meeting]]: meeting to which the contribution is linked. If more than one meeting, then only the first allocated one is displayed.

Note: Clicking on a column header will change the displayed sort order.

=== Download Contributions ===

=== Individual document download ===
Any Contribution that is [[Contribution status|available]] can be downloaded by clicking on its ID.

Note: Users must login to the portal to accessing a file for download.

=== Bulk document download ===
When logged onto the portal, it is possible to download contributions in a zip file containing several documents.

To do so, select one or several available contributions and click on the '''Download''' link.

Alternatevely, a '''Select all''' link selects all available contributions displayed on the page

=== Links to Contributions application ===

=== New Contribution ===
This link enables the user to choose the type of contribution and then leads to [[Contributions&action=edit&redlink=1|creation screen]]

=== Full view ===
This button links to the contribution main screen, displaying the same list of contributions than in the portlet view.

=== Display and Navigation ===

=== Number of items displayed ===
The number of contributions displayed on each page can be 20 (default), 40, 60, 80, 100 and all contributions.

=== Navigation between pages ===
Navigation between pages can be performed by clicking on Previous and Next links at the bottom of the page.

== Contributions e learning ==
The available e-learning videos on contributions can be found [[Contributions e learning]].

== See terms and abbreviations ==
:
{| class="wikitable"
|'''EDRs''' ETSI Drafting Rules

'''EG''' ETSI Guide

'''EN''' European Standard

'''ENAP''' EN Approval Procedure

'''EP''' ETSI Project

'''EPP''' ETSI Partnership Project

'''ES''' ETSI Standard

'''EWP''' ETSI Work Programme

'''GR''' Group Report

'''GS''' Group Specification

'''HS''' Harmonised Standard

'''IPR''' Intellectual Property Right

'''ISG''' Industry Specification Group

'''MAP''' Membership Approval Procedure
|'''NSO''' National Standards Organization

'''NWI''' New Work Item

'''OCG''' Operational Co-ordination Group

'''PAS''' Publicly Available Specification

'''RoP''' ETSI Rules of Procedure

'''SMP''' Standards Making Progress

'''SR''' Special Report

'''STF''' Special Task Force

'''TB''' Technical Body

'''TC''' Technical Committee

'''ToR''' Terms of Reference

'''TR''' Technical Report

'''TS''' Technical Specification

'''TWPs''' Technical Working Procedures

'''WG''' Working Group

'''WI''' Work Item
|}

Contributions application

2025-12-17T13:45:58Z

Darda:

== Getting started - How to use the Contributions tool on the Portal ==
Only users logged on the Portal can '''Reserve/Upload Contributions!'''

* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account'''
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])

[[File:Picture1.png|382x382px]]

* Once logged on, select the relevant group, e.g. for Technical Committee '''DECT'''
[[File:Portal body2025-11-18 110550.png|thumb|716x716px|none]]

* Select the tab “Contributions”

[[File:Tab contrib153606.png|thumb|574x574px|none]]

=== Identify the Contribution type ===

Under the '''New contribution''' drop-down list there are several types of contributions available
[[File:Screenshot 2025-11-18 153140.png|thumb|718x718px|none]]

See below links to information about the types '''New Draft''' and '''New WI Proposal / Description''':
{| class="wikitable"
|+
![[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contributi]]<nowiki/>on [[Newcontribution#Create a contribution type: New WI Proposal / Description|type: '''New WI Proposal / Descriptio''']]<nowiki/>n
|-
|[[Newcontribution#Create a contribution type: New Draft|Create a contribution type]][[Newcontribution#Create a contribution type: New Draft|: '''New Draft''']]
|-
|[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
|}

== Create contribution type: '''Other Contribution''' ==
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
* Click on '''Other Contribution''' in the drop-down menu
'''NOTES:'''

The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.

Mandatory fields are marked with a red asterix *.

=== General tab ===
[[File:Picture5b.jpg|frameless|353x353px]]

'''Title''' *: The title given will be used as the name of the uploaded file

'''Type''' *: '''Other Contribution''' is pre-selected

from '''Source''' *: By default the logged-in user

To modify the Source:
* Click on '''Change'''(a pop-up '''Manage Source''' opens
[[File:Picture6.png|frameless|400x400px]]

'''Abstract''': Complementary document information can be added in this field.

4 different types of '''Source''' are available:
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|701x701px]]

'''Main Contact''' *: The logged-in user

'''Additional contact info''': If applicable

'''Input for Committee''' *: The TB, ISG or WG is automatically set, but can be changed

'''Contribution for''' *:'''Decision,''' '''Discussion''' or '''Information'''

Select the appropriate one

'''Meeting – Allocation'''
*Click on the '''Change''' button to assign the contribution to a future meeting

[[File:Change.png|frameless|211x211px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] ). Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

[[File:Assign.png|frameless|511x511px]]

The system will return to the contribution creation screen ).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item. The system displays all the work items attached to the group.
* Select the relevant work item(s) in the displayed list and click on '''Add'''. The selected Work Item(s) appears in '''List of related WIs'''.

[[File:Picture8.png|frameless|373x373px]]

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

* Click on '''Done''' and the system returns to the Contribution creation screen.
=== Related Contributions tab ===
'''Related Contributions''' can be linked together (via the '''General''' tab or via the '''Related Contributions''' tab).

This would be used for transparency when there are existing contributions on the same topic.

To complete the '''Related Contributions''' tab:

* Find the contribution in the list or using the '''Filter''' button

* Click on '''Add'''

* Click on '''Save changes'''

A pop-up message will confirm the contribution number and its status '''RESERVED.'''

'''NOTES:'''

A contribution in status Reserved can be edited without generating a new file.

Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]] .

=== Create a cover page for type: Other Contribution ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

[[File:Picture9.jpg|frameless|403x403px]]

To generate a cover page:

* Click on '''Get cover page'''
** an MS Word file will de downloaded.
*** This file is pre-filled with the information you have entered in the '''General''' tab
*** The file name starts with the identifier of your contribution
** Open it

* Type the content of your contribution in the body of the file and '''Save'''

* If your contribution is not an MS Word file, then Zip the downloaded cover page together with your contribution file.

=== Make available a Contribution type: Other Contribution ===
* Click on '''Upload/Make Available'''
[[File:Picture10.png|frameless]]

* Select the zip file
[[File:Picture11.png|frameless]]
* Click on '''Make Available'''

The contribution with a full filename will then be available on the ETSI portal.

[[File:Picture12.png|frameless|618x618px]]

* Subscribe to '''Contribution upload Notification''' to receive an e-mail that a new contribution has been uploaded [[File:Picture13.png|frameless]]

== Create a Contribution type: New Work Item (NWI) Proposal ==
It is mandatory for New Work Item proposals to be created under the type '''NWI Proposal / Description''' in order to generate an entry in the ETSI Work Programme.

[[File:Picture14.png|frameless]]

* Click on '''New WI Proposal / Description''' in the dropdown menu

For this type of contribution there are 3 tabs: General, WI Details and Related Contributions.

[[File:Picture15.png|frameless]]

To see how to complete these tabs, see the next pages in this Helpfile.

=== General tab ===
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab

Mandatory fields are marked with *

'''Title''' *: To describe the content of the contribution

(The system will use the title given in this field as the name of the uploaded file)

'''Type''' *: New WI Proposal / Description type is pre-selected

'''Source''' *: By default the logged-in user

To modify the source:

* Click on the '''Change''' button (a pop-up '''Manage Source''' opens - see next page in this Helpfile by clicking on '''Next''')
[[File:Picture16.png|frameless]]

4 different types of '''Source''' are available:

'''Organisation(s):''' Only active ETSI members/participants will be displayed

'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

'''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

'''Other:''' Free text describing a role not matching one of the above categories

[[File:Picture17.png|frameless]]

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria

* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|525x525px]]

'''Main Contact''' *: By default logged user

'''Additional contact info''': If applicable

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion or Information'''

* Select the appropriate one

'''Meeting – Allocation'''

* Click on the '''Change''' button to assign the contribution to a future meeting
[[File:Change.png|frameless|206x206px]]

(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture20.png|frameless|418x418px]]

The system returns to the contribution creation screen (click '''Next''' on this page).

Contributions assigned to a meeting are then listed in the Meeting's Document list.

'''Related WIs or Deliverables'''

* Click on the '''Change''' button to attach the contribution to an existing Work Item or deliverable.
[[File:Picture21.png|frameless]]

The system displays all the work items attached to the group.

* Select the relevant work item(s) in the displayed list and click on '''Add'''.

(To remove a Work Item selected in error, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )

The selected Work Item(s) appear on the left part of the screen.

[[File:Picture22.png|frameless|394x394px]]

* Click on '''Done''' and the system reverts to the contribution creation screen with the related WI attached.

* '''Abstract:''' Complementary document information can be added in this field.

=== WI Details tab - Introduction ===
To complete the Work Item (WI) Details tab for a New Work Item Proposal / Description,
* Select '''Creation of a New WI''' (Deliverable)
[[File:Picture23.png|frameless]]

To complete the WI Details tab for the Revision of an existing Work Item
* Select '''Revision of an existing Deliverable'''

=== WI Details tab - Creation of a New Deliverable ===
'''Mandatory fields are marked with''' *

'''WI Committee''' *: TB/WG/ISG automatically set by the system

* Use the drop down menu to change Technical Body or Working Group or Industry Specification Group.

'''Project:''' Only used in cases where projects have been defined such as Release 2, Release 3)

'''Deliverable''' *: New (by default)

'''Standard Type''' *:

* Click on the drop down menu and select an ETSI deliverable type

'''NOTE:''' For ISGs only deliverable types GR and GS are permitted.

'''To be published as Version''': Automatically set to 1.1.1 for new deliverables.

[[File:Picture23.png|frameless|434x434px]]

'''Requested WI Reference''':

'''First field''': prefilled with the name of the ETSI Group.

'''Second field:''' the next available ETSI WI Reference number (can be manually updated).

'''Third field:''' optional for a series of documents divided in parts.
[[File:Picture24.png|left|frameless|446x446px]]
'''Formal Title''' *: By default the TB, WG or ISG short name (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives], TWP, Clause 1.6).

'''Formal Title 2''' *: Refers to the domain in which the work will be carried out.

'''Formal Title 3''': Indicates the separate parts of a specification.

'''Working Title''': Short name that is displayed on the '''Latest Drafts''' application on the portal.

'''Scope of Work''':

* Explain the work to be done.

'''Rapporteur:'''

* From the drop down menu type the first name or the surname and the full details will appear.

Only names registered in the ETSI database will be displayed.

'''Supporting companies''':

* Click on '''Add/Remove'''.
[[File:Picture25.png|frameless|373x373px]]
* In the '''Search''' field first enter the name of the organisation then click on the '''Filter''' button.

The full name should appear in the box below.

* Select the organisation from the list and click on '''Add''', or double click on the name to move it to the left side of the screen.

'''NOTE''': Minimum four supporting ETSI Full and or Associate Members per Work Item.

[[File:Picture88.png|frameless]]

'''Design for All Assessment:'''

* Click on the '''Assess''' button, review the fields and click '''Done'''.
[[File:Picture26.png|frameless|389x389px]]

To complete the '''Schedule, Aspects''' and '''Keywords''' and '''Frequencies''' fields:

* Expand the drop down menus on the right side of the screen to open (and close) these sections.

'''Schedule:'''
* Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.
[[File:Picture92.png|frameless]]

'''Aspects and Keywords''':
* Select the appropriate Aspects.
[[File:Picture89.png|frameless]]

'''Users'''

What is the end-use of the proposed ETSI Deliverable?

Is it of interest to companies/organizations outside the telecommunications industry?

Is it useful for companies or organizations seeking to improve their experience of using communications, or achieve better Quality of Service?

Will it improve privacy and security of user communications?

'''Consumers'''

Does the topic concern communications or broadcasting in the home environment, user-friendliness of products and applications in general, accessibility, or privacy and security of individuals?

Are there aspects related to individuals’ accessibility to products or services?

If so, then consumer representatives need to participate.

'''Environment issues'''

Does the subject have any relevance or potential impact for the environment?

Does the proposal have any relevance for, or potential impact on, the use of resources (energy, material, water), emissions/discharges (to air, soil, water), radiation, noise and impact on biodiversity?

If so, then the work needs to involve environmental stakeholders.

'''Labour'''

Does the proposed ETSI Deliverable affect occupational health and safety in the working environment?

Are the actions of a worker operating communications equipment likely to be involved or affected, bearing worker safety in mind in particular?

If so, then worker representatives should be consulted.

'''SMEs'''

Will the ETSI Deliverable be of particular interest for SMEs, for example will it be especially be useful for smaller companies?

Will its implementation have particular implications for SMEs?

If the ETSI Deliverable requires testing or third-party conformity assessment, is this likely to have high costs that would affect companies with smaller production scales?

Is the ETSI Deliverable likely to be used as reference in public procurement?

Do you consider that the participation of SMEs in your technical group should be increased?

Would you like SME associations, clusters and trade bodies to be informed about it, such that they can call on their constituents to participate?

'''Security and privacy'''

Security is an increasingly important aspect of many ETSI Deliverables, as are data protection and the privacy of end-users, whether entities or individuals. Often these aspects are the main objective of ETSI Deliverables.

Do ETSI Deliverables proposed for other purposes have implications for security and/or privacy?

If so, due reference is needed on the Work Item form.

* Select Keywords by clicking on '''Add/Remove.'''

* Search the keywords and add them with a double click.

* Click '''Done''' to save the selection and close the window.

A minimum of 2 Keywords are required.

'''Frequencies''': (If applicable)

* Select application using the drop down menu and the related frequency.

[[File:Picture91.png|frameless]]
'''NOTE''': If the WI Details tab is not fully completed it is not possible to '''ACCEPT''' the WI proposal.

=== WI Details tab - Revision of an existing Deliverable ===
'''For the Revision of an''' existing Deliverable the system will retrieve the details from the ETSI [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp Work Programme] and pre-fill a number of fields.

[[File:Picture28.png|frameless|435x435px]]

'''Deliverable''' *: '''Revision of''' (by default)

* Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.

* Verify and update, as necessary

* Click on '''Save changes'''.

A pop-up message will confirm the contribution number and its status '''RESERVED'''.

=== Check a Work Item (WI) Proposal / Description ===
During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:

'''''WI proposal is NOT READY for approval (mouse over to see why)'''''

[[File:Picture29.png|frameless|443x443px]]

* Put mouse over this warning to see the missing information.

The warning is refreshed automatically.

Once all the mandatory fields in the WI Details tab have been filled in, the system will display:

'''''WI proposal is complete (READY for approval)'''''

[[File:Picture30.png|frameless|434x434px]]

A contribution in status '''Reserved''' does not need to uploaded straight away.

'''If the proposal is incomplete:'''

* Select '''Complete now''' or '''Complete later'''
[[File:Picture31.png|frameless]]

'''If the proposal is complete''':

* Select '''Yes now''' or '''No later'''
[[File:Picture32.png|frameless]]

'''NOTE''': In both cases, a confirmation note will indicate that the contribution has been reserved and the allocated Contribution number.

=== Create a cover page for a New WI Proposal / Description ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

A cover page can be generated in 2 ways.

By the system or by the user or

By the system:

* Click on '''Get cover page'''

A zip file will be generated with the cover page and the NWI proposal.

* Click on '''Make available'''
[[File:Picture33.png|frameless]]

By the user:

* Click on '''Get cover page'''

* Update the cover page in MS Word and save.

* Zip the cover page and contribution together

* Click on '''Make available'''
[[File:Picture34.png|frameless]]

=== Preliminary Work Item number (PWI) ===
The '''PWI''' is the identification number of the Work Item until it is approved at the TB/ISG level.

Once approved at TB/ISG level the Work Item will get the WI reference as displayed in the Work Item form.

The PWI number consists of the following:

[[File:Picture35.png|frameless]]

'''PWI_TB/ISG name_Year + sequence number_version'''

For example, '''PWI_MEC_1749_v2''' is a proposed Work Item to ISG MEC, the 49th proposal in 2017 and it is version 2 of the proposal).

The PWI number is visible in 2 places:

[[File:Picture36.png|frameless]]

1.In the '''WI Details''' tab in the NWI proposal

2. In the Work Programme

=== Make Available a New WI Proposal / Description ===
The '''Related Contributions''' tab allows:

Linking contributions allows for transparency and cross-reference when there are existing contributions on the same topic.

[[File:Picture37.png|frameless]]

=== Related Contribution tab ===
Search by either a keyword or the Contribution number using

* Select the related '''Contribution''' in the list

* Click '''Add'''

* Click on '''Save changes'''
[[File:Picture38.png|frameless]]

'''NOTE:''' Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]]

=== History tab ===
The '''History tab''' displays the life-cycle of a contribution.

[[File:Picture39.png|frameless|471x471px]]

== Revise a Contribution - Introduction ==
To update the content of a Contribution which is currently in the status '''Available'''
* Create a Revision of the Contribution via:
a) The '''Contributions''' tab

[[File:Picture40.png|frameless]]

or

b) The '''Meetings''' tab

[[File:Picture41.png|frameless]]

=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
*Identify the Contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] .The '''General''' tab opens
[[File:Picture42.png|frameless]]
* Click '''Revise''' on the bottom of the screen
[[File:Picture43.png|frameless]]
* Update the fields (e.g. Meeting Allocation, Abstract)

* Select the revised file to upload

* Click on '''Save changes''' followed by '''Upload/Make Available'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

From the '''Meetings''' tab:
* Identify the meeting that the contribution is attributed to

[[File:Picture44c.png|frameless|392x392px]]
* Click on the meeting hyperlink
The '''Meeting Information''' page opens.
* Click on the link to '''List of 25 Contributions assigned to this meeting'''
[[File:Picture43b.png|frameless]]

* Identify the contribution to revise and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]
The General tab opens
* Click on '''Revise''' on the bottom of the screen.
[[File:Picture46.png|frameless]]
* Update the fields (Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available.'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).

=== Revise a Contribution type: NWI Proposal / Description ===
A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.
* From the '''Contributions''' tab, identify the contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] . The contribution details page will open.
[[File:Picture47.png|frameless]]
* Click on '''Revise'''
[[File:Picture48.png|frameless]]
* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)
[[File:Picture49.png|frameless]]
* Open the '''WI Details''' tab to insert new information
[[File:Picture50.png|frameless]]
* Click on '''Save changes''' followed by '''Upload/make Available'''.

The contribution number will automatically reflect the revision number (i.e. r1, r2).

'''NOTE''': The PWI number will also be revised.

== Change the status '''Available''' of a Contribution - Introduction ==
Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.

=== Change the status of Contribution type: Meeting Agenda, Meeting Report, Liaison Statements, Other===

From the '''Contributions''' tab: Identify the Contribution to be revised and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]

[[File:Picture52.png|frameless|320x320px]]
* Click on the appropriate '''status''' button
[[File:Picture53.png|frameless|338x338px]]

'''Status options:'''

[[File:Picture51.png|frameless]]

Status '''Accepted'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and Accepted AS IT IS.

[[File:Picture54.png|frameless]]

'''NOTE''': It is not possible to revise an Accepted Contribution.

A pop-up window will open
* Enter comments if any and click '''OK'''.
The new status is reflected in the General tab of the '''Contribution'''.

Status '''Rejected'''

'''Definition:''' A Contribution '''For Decision''' has been discussed and '''Rejected'''.

[[File:Picture55.png|frameless]]

'''NOTE:''' It is not possible to revise a Rejected Contribution.

A pop-up window will open.
* Enter comments (mandatory) and click '''OK'''.
The new status is reflected in the '''Genera'''l tab of the Contribution

Status '''Noted'''

[[File:Picture56.png|frameless]]

A contribution For '''Information''' or '''For Discussion''' has been presented and either no further action is required or the proposal needs further enhancement.

Options:

Status '''Noted'''

Status '''Noted Revision Requested'''

A contribution '''For Decision''' may additionally have Status '''Noted with Revision Requested & pre-approved'''.

A pop-up window will open.
* Enter comments and click '''OK'''.
The new status is reflected in the General tab of the Contribution.

Status '''Postpone'''

This status can be reversed by clicking on the button '''Un Postpone'''.

Status '''Withdraw'''

[[File:Picture57.png|frameless]]

'''NOTE:''' A contribution can be Withdrawn (cancelled) by its submitter as long as it has not been handled by the group. Once a contribution has been discussed, it shall not be Withdrawn but the status changed to Noted, Accepted or Rejected as appropriate.

A pop-up window will open.
* Enter comments and click '''Withdraw'''.
The new status is reflected in the General tab of the Contribution.

*

=== Change the status of Contribution type: NWI Proposal / Description ===
To Accept a New Work Item Proposal / Description there are two scenarios:
* TB/ISG level

* Working Group level (followed by TB/ISG approval)

=== To Accept a NWI Proposal created at TB/ISG level ===
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture58.png|frameless]]

Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on '''Accept'''
[[File:Picture59.png|frameless]]

A pop-up window will open
* Enter comments if any and click '''OK.'''
[[File:Picture60.png|frameless]]

The new status is reflected in the General tab of the Contribution.

=== To Accept a NWI Proposal created at WG level ===
A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.

There are 2 ways:
*Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal
[[File:Picture61.png|frameless]]
* Select '''Submit to ERM''' for approval in the General tab
[[File:Picture62.png|frameless]]
* Select the appropriate meeting from the drop down list
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

Alternatively
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture63b.png|frameless]]
* Click on Accept followed by Create new from this one in the General tab.
[[File:Picture63.png|frameless]]

=== To Progress a NWI Proposal created at WG level ===
A new contribution page will open with the WI '''Details''' tab pre-filled
* Update the Source with the WG name

* Change the Input for committee to the parent TB/ISG

* Allocate the WI proposal to the next available meeting by clicking on the Change button
[[File:Picture64.png|frameless]]
* Click on '''Save changes'''
A pop-up window will open
* Click on '''Yes''' now
[[File:Picture65.png|frameless]]

The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''
[[File:Picture66.png|frameless]]
* Select '''Make available'''
[[File:Picture68.png|frameless]]

The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.

== Drafts (of ETSI Standards) - Introduction ==
'''To create the first version of a Draft'''

* Download the deliverable templates from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] webpages
[[File:EditHelp.jpg|600x600px]]
* These are in MS Word and contain essential titles and text blocks.

* Select the appropriate deliverable type (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3).

=== Find the templates for ETSI deliverables ===
There are 2 skeletons for each type of deliverable:

- one with explanatory text to guide rapporteurs

- one without the explanatory text.

'''NOTE:''' If the intention is to revise an existing deliverable, download the latest published version in MS Word from the [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp ETSI Work Programme] on the portal.

[[File:Picture69.png|frameless]]

=== Create a Contribution type: '''New Draft''' ===
There are 2 ways to upload a new version of a Draft deliverable:

- via the Contributions tab

- via the Drafts tab (see 5.7)

'''Contributions:'''

* Select the Contributions tab
[[File:Picture70.png|frameless]]
* Click on New Draft in the drop-down menu

The '''Contribution Creation''' screen opens in a new window on the '''General''' tab.

==== '''New Draft -''' General tab ====
* Complete the General tab
[[File:Picture71.png|frameless]]

Title *: The system will use the title given in this field as the name of the uploaded file

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

* To modify the Source:

* Click on Change (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)

'''NOTE:''' Mandatory fields are marked *.

4 different types of Source are available:

[[File:Picture72.png|frameless]]
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same type).

* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria.

'''Main Contact''' *: By default logged user

'''Input for committee''' *: Automatically set, but can be changed to another '''TB / WG / ISG'''

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''

* Select the appropriate one
[[File:Picture7c.jpg|frameless|701x701px]]

'''Additional contact info''': If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|frameless]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] .

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
Next click on the '''Draft''' tab

[[File:Picture75.png|frameless]]

'''WI Committee''': Automatically set, but can be changed to another TB / WG / ISG

'''WI Reference:'''

* Choose an existing Draft version or upload a new one using the drop down menu
[[File:Picture76.png|frameless|339x339px]]

'''Version:'''

* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system will confirm that the Contribution has been '''Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.

* Click on '''Upload/Make available'''
[[File:Picture77.png|frameless]]

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the pc.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Upload a '''New Draft''' ===
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: Decision, Discussion or Information

* Select the appropriate one

Additional contact info: If applicable

==== General tab ====
* Complete the '''General''' tab

'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected from Source *: By default the logged-in user

* To modify from '''Source''':

* Click on '''Change''', a pop-up Manage Source opens

* '''NOTE:''' Mandatory fields are marked with *.
* 4 different types of '''Source''' are available:

* '''Organization(s):''' Only active ETSI members/participants will be displayed

'''•ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* Other: Free text describing a role not matching one of the above categories

'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
* Use the Filter, the Add button and the Done button to select the appropriate criteria
'''Main Contact''' *: By default logged user

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for *: Decision, Discussion''' or '''Information'''

* Select the appropriate one

'''Additional contact info:''' If applicable

'''Meeting – Allocation'''

* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab

For information only since the Draft is already on the server the fields are pre-filled

WI Committee: Automatically set, but can be changed to another TB / WG / ISG

WI Reference:
* Choose an existing Draft version or upload a new one using the drop down menu
Version:
* Upload a new one or choose an existing draft version

* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

* Click on '''Upload/Make available'''

There are 2 ways to proceed:

* Either by requesting an automatically generated cover page

* Or by selecting one in MS Word already saved on the PC.

* The system will zip the cover page and Draft together

* Click on '''Make available'''

=== Create a New Draft from the Drafts tab ===
* Click on the Drafts tab
Find the Work Item Identification of the Draft to be uploaded.

3 icons are available [[File:Glasses icon.PNG|frameless]] [[File:Windows-Manage.gif|frameless|13x13px]] [[File:Update.gif|frameless]]

Click on the U icon [[File:Update.gif|frameless]]

[[File:Picture78.png|frameless|800x800px]]

A pop-up window opens.

2 scenarios are possible.

[[File:Picture80.png|433x433px]]

'''Either:'''

Upload a new draft:
* Upload a new version for this Work Item by selecting '''Upload a new draft''' and finding it in a local file.

* Confirm the new version number (i.e. 0.1.0)

* Confirm the '''New Status.'''

* Click on '''Save.'''
'''Or:'''

Change status of the latest draft:
* Expand the drop down menu '''New Status''' to update the status of an already uploaded draft

* Choose one of the maturity milestones:

* Early draft,

* Stable draft

* Final draft for approval
The system will automate a notification: '''Your draft has been successfully uploaded.'''

As a result the Work Item journal is also updated in the Work Programme.

=== Contribute a New Draft from the Drafts tab ===
* Click on the Drafts tab
[[File:Picture81.png|800x800px]]
* Click on the [[File:C icon.PNG|frameless]] icon that is on the same line as the Work Item reference
The Contribution creation screen for type '''Draft''' opens.

[[File:Picture82.png]]

==== General tab ====
* Complete the '''General''' tab
'''Title''' *: The system will use the title given in this field as the name of the uploaded file

'''Type''' *: New Draft is pre-selected

from '''Source''' *: By default the logged-in user
* To modify “'''from Source'''”:

* Click on '''Change''', a pop-up '''Manage Source''' opens
[[File:Picture83.png|273x273px]]
* NOTE: Mandatory fields are marked with *.

* 4 different types of '''Source''' are available:
[[File:Picture17.png|400x400px]]
* '''Organisation(s):''' Only active ETSI members/participants will be displayed

* '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group

* '''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other

* '''Other''': Free text describing a role not matching one of the above categories
'''NOTE''': There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same '''type''').

'''Main Contact''' *: By default logged user

[[File:Picture7c.jpg|701x701px]]

'''Input for Committee''' *: Automatically set, but can be changed to another TB or WG or ISG

'''Contribution for''' *: '''Decision, Discussion''' or '''Information'''
* Select the appropriate one '''Additional contact info''': If applicable
'''Meeting – Allocation'''
* Click on the '''Change''' to assign the contribution to a future meeting.

* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|507x507px]]

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross. [[File:Red Cross.png|frameless|15x15px]]

Contributions assigned to a meeting are then listed in the Meeting's Document list.

==== Draft tab ====
* Next click on the '''Draft''' tab
[[File:Picture87.png]]

For information only since the Draft is already on the server the fields are pre-filled
* Click on '''Save changes'''

The system displays a confirmation message '''Contribution has been Reserved'''.

=== Create a cover page for type: New Draft ===
The cover page is the ID card of the contribution.

It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the PC.
* The system will zip the cover page and Draft together
* Click on '''Make available'''

== Contributions Download ==

The Contributions tab for each TB/WG/ISG displays the most recent Contributions in the [[Body selector&action=edit&redlink=1|body selector]].
[[File:My contrib portlet 2025-11-19 112224.png|thumb|736x736px]]

=== List of contributions ===
The following columns are displayed under '''Contributions''':

* [[Contribution ID|UID]]: this is a Unique IDentifier used to identify contributions.
* [[Contribution type|Type]] there are 8 main types of Contribution
* [[Contribution for|For]]: Information / Discussion / Decision
* [[Contribution status|Status]]: the [[Contribution State Machine|contribution state machine]] page list the possible states and their position in the workflow.
* [[Contribution meeting&action=edit&redlink=1|Meeting]]: meeting to which the contribution is linked. If more than one meeting, then only the first allocated one is displayed.

Note: Clicking on a column header will change the displayed sort order.

=== Download Contributions ===

=== Individual document download ===
Any Contribution that is [[Contribution status|available]] can be downloaded by clicking on its ID.

Note: Users must login to the portal to accessing a file for download.

=== Bulk document download ===
When logged onto the portal, it is possible to download contributions in a zip file containing several documents.

To do so, select one or several available contributions and click on the '''Download''' link.

Alternatevely, a '''Select all''' link selects all available contributions displayed on the page

=== Links to Contributions application ===

=== New Contribution ===
This link enables the user to choose the type of contribution and then leads to [[Contributions&action=edit&redlink=1|creation screen]]

=== Full view ===
This button links to the contribution main screen, displaying the same list of contributions than in the portlet view.

=== Display and Navigation ===

=== Number of items displayed ===
The number of contributions displayed on each page can be 20 (default), 40, 60, 80, 100 and all contributions.

=== Navigation between pages ===
Navigation between pages can be performed by clicking on Previous and Next links at the bottom of the page.

== Contributions e learning ==
The available e-learning videos on contributions can be found [[Contributions e learning]].

== See terms and abbreviations ==
:
{| class="wikitable"
|'''EDRs''' ETSI Drafting Rules

'''EG''' ETSI Guide

'''EN''' European Standard

'''ENAP''' EN Approval Procedure

'''EP''' ETSI Project

'''EPP''' ETSI Partnership Project

'''ES''' ETSI Standard

'''EWP''' ETSI Work Programme

'''GR''' Group Report

'''GS''' Group Specification

'''HS''' Harmonised Standard

'''IPR''' Intellectual Property Right

'''ISG''' Industry Specification Group

'''MAP''' Membership Approval Procedure
|'''NSO''' National Standards Organization

'''NWI''' New Work Item

'''OCG''' Operational Co-ordination Group

'''PAS''' Publicly Available Specification

'''RoP''' ETSI Rules of Procedure

'''SMP''' Standards Making Progress

'''SR''' Special Report

'''STF''' Special Task Force

'''TB''' Technical Body

'''TC''' Technical Committee

'''ToR''' Terms of Reference

'''TR''' Technical Report

'''TS''' Technical Specification

'''TWPs''' Technical Working Procedures

'''WG''' Working Group

'''WI''' Work Item
|}

Remote Consensus

2025-12-10T15:38:13Z

Darda: Clarification about - Issue a notification to the TB/ISG mailing list for the users monitoring the contribution.

== Getting started - How to access the Remote Consensus tool ==

'''NOTE:''' '''Only community officials: Chairman, Vice Chairman, Secretary and ETSI Support staff can set up, manage and ratify a Remote Consensus.'''

''' Users must be logged on the [https://portal.etsi.org/ portal] to use the application'''

* Open the ETSI portal [https://portal.etsi.org '''https://portal.etsi.org'''] and '''log in with your EOL account'''
[[File:Picture log1.png|frameless]]
* Once logged on, select the relevant Technical Committee or ISG, e.g. ERM
* Select the tab '''Remote Consensus'''
[[File:Remote con1.png|frameless|542x542px]]

By default, '''Recent, Ongoing or Future''' Remote Consensus’ are displayed.

* To set up a new Remote Consensus, click on the link '''Create New'''
* To search for a closed/previous Remote Consensus, use the dropdown menu and select one of the 3 options.

== Scope of the Remote Consensus application ==
*A Remote Consensus enables a TB/ISG to take decisions on Contributions (Drafts, Liaison Statements, Change Requests, Reports) outside of a face-to-face meeting.

=== Types of Remote Consensus: ===
'''Consensus Measuring''' for Decisions

'''Comments Collecting''' for Discussion

The application allows:

- The collection of '''comments'''

- The measurement of consensus by counting the number of '''oppositions'''

- The final interpretation of the consensus is the responsibility of the Chairman who ratifies the decision(s) at the end of the Remote Consensus period.

Notifications related to each Remote Consensus are automatically disseminated to the TB/ISG mailing list.

'''NOTE:''' To be able to receive Remote Consensus notifications, or to post a Remote Consensus comment (or opposition) members must be subscribed to the TB/ISG membership list. To subscribe: [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist''']
=== Recommendations for the duration of a Remote Consensus ===
The ETSI Directives mandate the following:

a clear definition of the proposal(s), and the duration of the time period for submitting comments and/or objections, shall be disseminated by the Chair of the Technical Group to the membership list at least seven (7) calendar days before the opening of the consultation;

The time period for participating in the Remote Consensus shall be at least seven (7) calendar days;
*

== Creating a new Remote Consensus ==
* Click on the link '''Create New'''
[[File:Picture Rem3.png|frameless|631x631px]]

A pop-up window will display the fields for completion.

'''NOTE:''' Mandatory fields are marked with a red asterisk '''*'''.

[[File:Picture Rem4.png|frameless|379x379px]]

'''Community''' is pre-filled by the system. If applicable, use the drop down menu to select a Working Group.'''Type''' Select either '''Consensus measuring (DECision at the end)''' or '''Comments collecting (DIScussion).'''

'''Title''' Write the title (e.g. ''Approval of NFV003 Final Draft'' or ''Approval of Liaison Statement to XXX'').

'''Description''' is optional and can be used to provide more detail on the remote consensus.

'''Status''' is by default set to '''PLANNED''' until the launch time.

'''Start date''' Select the start date for the Remote Consensus. Start time is always at 12:00 midday CET.

'''End Date''' Select the end date for the Remote Consensus when comments or oppositions will no longer be allowed. End Time is always at midnight CET.

'''NOTE:''' Start Date shall be greater than or equal to the current date. End Date shall be greater than the Start date.

'''Freeze contribution submission''' if appropriate, use this field to prevent Contributions from being added after a specified date.

'''Status Report Date''' is optional. Select the day for a weekly status report to be sent to the TB/ISG membership list.
* When all mandatory fields are complete, click on '''SAVE'''.

A pop-up window will summarise the Remote Consensus properties and display the Remote Consensus reference.

[[File:Picture Rem5.png|frameless]]

At the launch of every Remote Consensus a notification is sent to the TB/ISG mailing list.

== Adding a Contribution to a Status ''PLANNED'' Remote Consensus ==

For '''consensus measuring,''' only Contributions for '''Decision''' '''(DEC)''' can be submitted.

For '''comments collecting,''' only Contributions for '''Discussion or Information''' '''(DIS)''' can be submitted.

* Click on '''Add Contributions'''
[[File:Picture Rem6.png|frameless|376x376px]]

[[File:Picture Rem7.png]]
* To add a Contribution either:
* Type the sequence number, for example: '''000021''' and click on the '''Filter'''
* '''''OR''''' type a word from the title, for example: '''Release 2''' and click on '''Filter'''
* '''''OR''''' click on '''Filter''' and the system will display all the Contributions for the year for the selected community.
* Select the Contribution(s) from the Contributions list and click on '''Add'''.
* Once all Contributions have been added click on '''Done'''.

A popup window will confirm the Contributions in the Remote Consensus.

'''NOTE''': A Contribution added to a Remote Consensus becomes '''locked''', meaning that no further actions are possible on this Contribution until the Remote Consensus has either ended or the Contribution has been removed. The lock is depicted by the hammer icon [[File:Hammer arrow icon.PNG|frameless]]

=== Identifying a Contribution under Remote Consensus ===

Contributions in a Remote Consensus are flagged with a hammer icon.

[[File:Hammer arrow icon.PNG|link=http://help.etsi.org/File:Hammer%20arrow%20icon.PNG|frameless]] Status '''ACTIVE''' ('''PLANNED''', '''FROZEN''' or '''STARTED''')

[[File:Hammer only icon.PNG|frameless]] '''RATIFIED''' or '''REVIEWED'''

[[File:Hammer cross icon.PNG|frameless]] Status '''ABORTED'''

== Removing a Contribution from a Status ''PLANNED'' Remote Consensus ==
*Find the Contribution for removal and click on the small glasses icon[[File:Glasses_icon.PNG|frameless]].
* Select the third tab '''Remote Consensus''' and click on the link '''REMOVE'''.
[[File:Picture Rem8.png]]
* Enter the justification and click '''OK'''.
[[File:Picture Rem9.png|frameless]]

The system will refresh the counter of Contributions in this Remote Consensus and update the History of the Contribution.

'''NOTE''': Contributions can only be removed by the TB/ISG Officials, the submitter or ETSI Support staff '''before''' the launch of a Remote Consensus.

Once the Remote Consensus has started, Contributions can only be removed by the TB/ISG Officials or ETSI Support staff.

== The start of a Remote Consensus ==

A Remote Consensus evolves from Status '''PLANNED''' to Status '''ACTIVE''' at the launch.

An automated notification is sent to the TB/ISG mailing list including:

- The Contribution name and number

- The duration and the type of Remote Consensus

- Guidelines on how to add a comment, raise an opposition and remove an opposition.

'''NOTE:''' An ACTIVE Remote Consensus cannot be modified or stopped.
== Submitting a comment to a Contribution in a Remote Consensus ==
Note that submitting a comment (or raising an opposition) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).

The procedure to submit a Comment to a Comments Collection (DIS) and a Consensus Measuring (DEC) Remote Consensus is identical.

[[File:Picture Rem3.png|frameless|568x568px]]

* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] to open the Contribution. A new window will open.
* Click on '''Comment'''. By default the comment field is active.Enter text in the '''Write a Comment''' field and click '''Save'''.
[[File:Picture Rem14.png|734x734px]]

The system will then:

- Create a record of the new comment.

- Update the list of comments.

- Issue a notification to the TB/ISG mailing list for the users monitoring the contribution.

- Add the submitter to all future notifications on this Contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Raising an opposition to a Contribution ==
Note that raising an opposition (or submitting a comment) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).
* Open the Remote Consensus tab
* Click on the Remote Consensus reference (i.e. ERM(18)DEC606) in Status STARTED. A new window will open.

* Click on '''Raise an opposition'''. By default the comment field is active.
* Enter text in the '''Write a Comment''' field to justify the opposition and click '''Save'''.
[[File:Picture Rem19.png|723x723px]]

The system will then:

- Create a record of the new opposition.

- Update the list of oppositions.

- Issue a notification to the TB/ISG mailing list for the users monitoring the contribution.

- Adds the user to all future notifications on this Contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Clearing an opposition to a Contribution ==
An opposition is displayed in the Remote Consensus tab of the Contribution.

Only the submitter or ETSI Support staff can remove an opposition.
* Click on the hyperlink '''Clear my opposition''' and add text if appropriate and then '''Save'''.
[[File:Picture Rem20.png]]

The system will then:

- Create a record of the cleared opposition

- Update the list of comments or oppositions

- Issue a notification to the TB/ISG mailing list for the users monitoring the contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Weekly report notification ==

The system sends a weekly report to the TB/ISG mailing list with a status update including:

- The number of Contributions in the Remote Consensus

- Duration of the review period

- The number of comments, oppositions or cleared oppositions

- Purpose and life-cycle of a Remote Consensus

- A hyperlink to the Remote Consensus report

Example of a report:

<blockquote>''Weekly report for '''NFV(18)DEC094''' is sent every '''Thursday''' at 4:00am CET.'' </blockquote><blockquote>''RC status: '''STARTED''' , with 2 available contributions.'' </blockquote><blockquote> ''0 comments.''</blockquote><blockquote>''RAISING COMMENTS AND OPPOSITIONS is ALLOWED until Wednesday 2018-10-24 at midnight.''</blockquote><blockquote> '''''NFV(18)000269''' (download) '''Draft - DGS/NFV-EVE011 v0.0.20 (GS NFV-EVE 011 ) "Cloud Native VNF Classification Spec"'''''</blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote><blockquote> '''''NFV(18)000271''' (download) '''Draft - DGR/NFV-IFA012 v0.13.1 (GR NFV-IFA 012 ) "Os-Ma-Nfvo ref point Spec - svc mgmt & info model"''''' </blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote>

== Remote Consensus guidelines ==
A Remote Consensus (RC) allows approving or just gathering comments either on one single contribution or on a set of contributions grouped together. A single approval period is set for the whole group, and a single report monitors all the results.

During the RC period ETSI members subscribed to the related TB mailing list can add comments and/or raise oppositions on any of the contributions in the RC. Users can also monitor a contribution to receive an email each time a comment is added, or they can wait for the (optional) weekly report email to receive the status and comments on all contributions.

Comments (and oppositions) collected during the RC period can be viewed at any time via the '''RC Report'''

At the end of the RC approval period, an official reviews all comments, ''RATIFIES'' the result by recording an output status for each contribution.

There are '''two types of Remote Consensuses''':

# "Consensus measuring" RCs: a DECISION is expected at the end of the approval period, these can only contain contributions for decision
# "Comment collecting" RCs do not imply a decision at the end of the period, these can only contain contributions for DISCUSSION.

For consensus measuring RCs the application lists the number of sustained oppositions (as defined in ETSI Working Procedures). For comment collecting, comments are allowed but raising oppositions is not possible.

Participants can add comments, raise an oppositions, but also remove their oppositions at any time during the approval period.

When all contributions have been ratified, the Remote Consensus is considered as ratified.

''Remote Consensus lifecycle: '''PLANNED - (FROZEN) - STARTED - TO BE RATIFIED - RATIFIED'''''

'''!!!''' Only officials and support staff can create a Remote Consensus for their TB.

* ''PLANNED: all delegates can add/remove contributions to/from the RC.''

* ''FROZEN: only officials and support staff can add/remove contributions to the RC.''

* ''STARTED: delegates can add comments, and raise or remove oppositions on contributions.''

* ''TO BE RATIFIED: RC period if finished, officials and support staff are expected to ratify results.''

* ''RATIFIED: all contributions of the RC have been ratified.''

== The end of a Remote Consensus ==

At midnight CET/CEST on the final day of the Remote Consensus:

The system sends a final notification to the TB/ISG mailing list

The status of the Remote Consensus is updated '''TO BE RATIFIED.'''

[[File:Picture Rem22.png|frameless|584x584px]]

== Ratifying a Remote Consensus ==

The Chairman has the action to ratify the Remote Consensus, taking into account comments and oppositions.

=== Final output statuses for a Remote Consensus ===
There are 5 different output statuses for a Contribution in a Remote Consensus

* Click on the Remote Consensus reference in Status '''TO BE RATIFIED'''

[[File:RC toberatified.png|frameless|905x905px]]

* Click on and the Contribution will open on the General tab
* Click on the Remote Consensus tab and a new page will open
* Click on '''Ratify'''
[[File:Picture Rem26.png|frameless|355x355px]]

If no comments or oppositions have been submitted during the review period the status will by default show as '''ACCEPTED'''.

[[File:Picture Rem23.png|frameless|230x230px]]

* Enter a ratification comment and select the final status
* Click on '''Ratify result'''

A pop message will confirm this action.

[[File:Picture Rem28.png|frameless]]

'''NOTE1:''' When a contribution is - '''NOTED with revision pre-approved -''' the next revision of that Contribution will automatically be '''ACCEPTED''' as soon as available.

'''NOTE2:'''A ratification comment is mandatory for the output status of a '''REJECTED''' Contribution.

'''NOTE3:''' when ratifying a remote consensus which only aims at "collecting comments" (and not for decision), the only ratification option will be "'''NOTED'''" or "'''NOTED with revision requested'''".

Once all Contributions have been updated, the portal will show the status '''RATIFIED''' and a final notification will be sent to the TB/ISG mailing list.

== The Report/Journal of a Remote Consensus ==

An automated Report/Journal is always available for every Remote Consensus via the Remote Consensus tab and the icon.

2 views are available: '''Journal''' or '''Status Report'''

[[File:Picture Rem30.png|frameless|619x619px]]

[[File:Picture Rem32.jpg|frameless|630x630px]]

Both can be exported to CSV files

Remote Consensus

2025-12-05T13:09:53Z

Darda:

== Getting started - How to access the Remote Consensus tool ==

'''NOTE:''' '''Only community officials: Chairman, Vice Chairman, Secretary and ETSI Support staff can set up, manage and ratify a Remote Consensus.'''

''' Users must be logged on the [https://portal.etsi.org/ portal] to use the application'''

* Open the ETSI portal [https://portal.etsi.org '''https://portal.etsi.org'''] and '''log in with your EOL account'''
[[File:Picture log1.png|frameless]]
* Once logged on, select the relevant Technical Committee or ISG, e.g. ERM
* Select the tab '''Remote Consensus'''
[[File:Remote con1.png|frameless|542x542px]]

By default, '''Recent, Ongoing or Future''' Remote Consensus’ are displayed.

* To set up a new Remote Consensus, click on the link '''Create New'''
* To search for a closed/previous Remote Consensus, use the dropdown menu and select one of the 3 options.

== Scope of the Remote Consensus application ==
*A Remote Consensus enables a TB/ISG to take decisions on Contributions (Drafts, Liaison Statements, Change Requests, Reports) outside of a face-to-face meeting.

=== Types of Remote Consensus: ===
'''Consensus Measuring''' for Decisions

'''Comments Collecting''' for Discussion

The application allows:

- The collection of '''comments'''

- The measurement of consensus by counting the number of '''oppositions'''

- The final interpretation of the consensus is the responsibility of the Chairman who ratifies the decision(s) at the end of the Remote Consensus period.

Notifications related to each Remote Consensus are automatically disseminated to the TB/ISG mailing list.

'''NOTE:''' To be able to receive Remote Consensus notifications, or to post a Remote Consensus comment (or opposition) members must be subscribed to the TB/ISG membership list. To subscribe: [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist''']
=== Recommendations for the duration of a Remote Consensus ===
The ETSI Directives mandate the following:

a clear definition of the proposal(s), and the duration of the time period for submitting comments and/or objections, shall be disseminated by the Chair of the Technical Group to the membership list at least seven (7) calendar days before the opening of the consultation;

The time period for participating in the Remote Consensus shall be at least seven (7) calendar days;
*

== Creating a new Remote Consensus ==
* Click on the link '''Create New'''
[[File:Picture Rem3.png|frameless|631x631px]]

A pop-up window will display the fields for completion.

'''NOTE:''' Mandatory fields are marked with a red asterisk '''*'''.

[[File:Picture Rem4.png|frameless|379x379px]]

'''Community''' is pre-filled by the system. If applicable, use the drop down menu to select a Working Group.'''Type''' Select either '''Consensus measuring (DECision at the end)''' or '''Comments collecting (DIScussion).'''

'''Title''' Write the title (e.g. ''Approval of NFV003 Final Draft'' or ''Approval of Liaison Statement to XXX'').

'''Description''' is optional and can be used to provide more detail on the remote consensus.

'''Status''' is by default set to '''PLANNED''' until the launch time.

'''Start date''' Select the start date for the Remote Consensus. Start time is always at 12:00 midday CET.

'''End Date''' Select the end date for the Remote Consensus when comments or oppositions will no longer be allowed. End Time is always at midnight CET.

'''NOTE:''' Start Date shall be greater than or equal to the current date. End Date shall be greater than the Start date.

'''Freeze contribution submission''' if appropriate, use this field to prevent Contributions from being added after a specified date.

'''Status Report Date''' is optional. Select the day for a weekly status report to be sent to the TB/ISG membership list.
* When all mandatory fields are complete, click on '''SAVE'''.

A pop-up window will summarise the Remote Consensus properties and display the Remote Consensus reference.

[[File:Picture Rem5.png|frameless]]

At the launch of every Remote Consensus a notification is sent to the TB/ISG mailing list.

== Adding a Contribution to a Status ''PLANNED'' Remote Consensus ==

For '''consensus measuring,''' only Contributions for '''Decision''' '''(DEC)''' can be submitted.

For '''comments collecting,''' only Contributions for '''Discussion or Information''' '''(DIS)''' can be submitted.

* Click on '''Add Contributions'''
[[File:Picture Rem6.png|frameless|376x376px]]

[[File:Picture Rem7.png]]
* To add a Contribution either:
* Type the sequence number, for example: '''000021''' and click on the '''Filter'''
* '''''OR''''' type a word from the title, for example: '''Release 2''' and click on '''Filter'''
* '''''OR''''' click on '''Filter''' and the system will display all the Contributions for the year for the selected community.
* Select the Contribution(s) from the Contributions list and click on '''Add'''.
* Once all Contributions have been added click on '''Done'''.

A popup window will confirm the Contributions in the Remote Consensus.

'''NOTE''': A Contribution added to a Remote Consensus becomes '''locked''', meaning that no further actions are possible on this Contribution until the Remote Consensus has either ended or the Contribution has been removed. The lock is depicted by the hammer icon [[File:Hammer arrow icon.PNG|frameless]]

=== Identifying a Contribution under Remote Consensus ===

Contributions in a Remote Consensus are flagged with a hammer icon.

[[File:Hammer arrow icon.PNG|link=http://help.etsi.org/File:Hammer%20arrow%20icon.PNG|frameless]] Status '''ACTIVE''' ('''PLANNED''', '''FROZEN''' or '''STARTED''')

[[File:Hammer only icon.PNG|frameless]] '''RATIFIED''' or '''REVIEWED'''

[[File:Hammer cross icon.PNG|frameless]] Status '''ABORTED'''

== Removing a Contribution from a Status ''PLANNED'' Remote Consensus ==
*Find the Contribution for removal and click on the small glasses icon[[File:Glasses_icon.PNG|frameless]].
* Select the third tab '''Remote Consensus''' and click on the link '''REMOVE'''.
[[File:Picture Rem8.png]]
* Enter the justification and click '''OK'''.
[[File:Picture Rem9.png|frameless]]

The system will refresh the counter of Contributions in this Remote Consensus and update the History of the Contribution.

'''NOTE''': Contributions can only be removed by the TB/ISG Officials, the submitter or ETSI Support staff '''before''' the launch of a Remote Consensus.

Once the Remote Consensus has started, Contributions can only be removed by the TB/ISG Officials or ETSI Support staff.

== The start of a Remote Consensus ==

A Remote Consensus evolves from Status '''PLANNED''' to Status '''ACTIVE''' at the launch.

An automated notification is sent to the TB/ISG mailing list including:

- The Contribution name and number

- The duration and the type of Remote Consensus

- Guidelines on how to add a comment, raise an opposition and remove an opposition.

'''NOTE:''' An ACTIVE Remote Consensus cannot be modified or stopped.
== Submitting a comment to a Contribution in a Remote Consensus ==
Note that submitting a comment (or raising an opposition) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).

The procedure to submit a Comment to a Comments Collection (DIS) and a Consensus Measuring (DEC) Remote Consensus is identical.

[[File:Picture Rem3.png|frameless|568x568px]]

* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] to open the Contribution. A new window will open.
* Click on '''Comment'''. By default the comment field is active.Enter text in the '''Write a Comment''' field and click '''Save'''.
[[File:Picture Rem14.png|734x734px]]

The system will then:

- Create a record of the new comment

- Update the list of comments

- Issue a notification to the TB/ISG mailing list

- Add the submitter to all future notifications on this Contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Raising an opposition to a Contribution ==
Note that raising an opposition (or submitting a comment) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).
* Open the Remote Consensus tab
* Click on the Remote Consensus reference (i.e. ERM(18)DEC606) in Status STARTED. A new window will open.

* Click on '''Raise an opposition'''. By default the comment field is active.
* Enter text in the '''Write a Comment''' field to justify the opposition and click '''Save'''.
[[File:Picture Rem19.png|723x723px]]

The system will then:

- Create a record of the new opposition

- Update the list of oppositions

- Issue a notification to the TB/ISG mailing list

- Adds the user to all future notifications on this Contribution

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Clearing an opposition to a Contribution ==
An opposition is displayed in the Remote Consensus tab of the Contribution.

Only the submitter or ETSI Support staff can remove an opposition.
* Click on the hyperlink '''Clear my opposition''' and add text if appropriate and then '''Save'''.
[[File:Picture Rem20.png]]

The system will then:

- Create a record of the cleared opposition

- Update the list of comments or oppositions

- Issue a notification to the TB/ISG mailing list.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Remote_Consensus_guidelines Remote Consensus guidelines].

== Weekly report notification ==

The system sends a weekly report to the TB/ISG mailing list with a status update including:

- The number of Contributions in the Remote Consensus

- Duration of the review period

- The number of comments, oppositions or cleared oppositions

- Purpose and life-cycle of a Remote Consensus

- A hyperlink to the Remote Consensus report

Example of a report:

<blockquote>''Weekly report for '''NFV(18)DEC094''' is sent every '''Thursday''' at 4:00am CET.'' </blockquote><blockquote>''RC status: '''STARTED''' , with 2 available contributions.'' </blockquote><blockquote> ''0 comments.''</blockquote><blockquote>''RAISING COMMENTS AND OPPOSITIONS is ALLOWED until Wednesday 2018-10-24 at midnight.''</blockquote><blockquote> '''''NFV(18)000269''' (download) '''Draft - DGS/NFV-EVE011 v0.0.20 (GS NFV-EVE 011 ) "Cloud Native VNF Classification Spec"'''''</blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote><blockquote> '''''NFV(18)000271''' (download) '''Draft - DGR/NFV-IFA012 v0.13.1 (GR NFV-IFA 012 ) "Os-Ma-Nfvo ref point Spec - svc mgmt & info model"''''' </blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote>

== Remote Consensus guidelines ==
A Remote Consensus (RC) allows approving or just gathering comments either on one single contribution or on a set of contributions grouped together. A single approval period is set for the whole group, and a single report monitors all the results.

During the RC period ETSI members subscribed to the related TB mailing list can add comments and/or raise oppositions on any of the contributions in the RC. Users can also monitor a contribution to receive an email each time a comment is added, or they can wait for the (optional) weekly report email to receive the status and comments on all contributions.

Comments (and oppositions) collected during the RC period can be viewed at any time via the '''RC Report'''

At the end of the RC approval period, an official reviews all comments, ''RATIFIES'' the result by recording an output status for each contribution.

There are '''two types of Remote Consensuses''':

# "Consensus measuring" RCs: a DECISION is expected at the end of the approval period, these can only contain contributions for decision
# "Comment collecting" RCs do not imply a decision at the end of the period, these can only contain contributions for DISCUSSION.

For consensus measuring RCs the application lists the number of sustained oppositions (as defined in ETSI Working Procedures). For comment collecting, comments are allowed but raising oppositions is not possible.

Participants can add comments, raise an oppositions, but also remove their oppositions at any time during the approval period.

When all contributions have been ratified, the Remote Consensus is considered as ratified.

''Remote Consensus lifecycle: '''PLANNED - (FROZEN) - STARTED - TO BE RATIFIED - RATIFIED'''''

'''!!!''' Only officials and support staff can create a Remote Consensus for their TB.

* ''PLANNED: all delegates can add/remove contributions to/from the RC.''

* ''FROZEN: only officials and support staff can add/remove contributions to the RC.''

* ''STARTED: delegates can add comments, and raise or remove oppositions on contributions.''

* ''TO BE RATIFIED: RC period if finished, officials and support staff are expected to ratify results.''

* ''RATIFIED: all contributions of the RC have been ratified.''

== The end of a Remote Consensus ==

At midnight CET/CEST on the final day of the Remote Consensus:

The system sends a final notification to the TB/ISG mailing list

The status of the Remote Consensus is updated '''TO BE RATIFIED.'''

[[File:Picture Rem22.png|frameless|584x584px]]

== Ratifying a Remote Consensus ==

The Chairman has the action to ratify the Remote Consensus, taking into account comments and oppositions.

=== Final output statuses for a Remote Consensus ===
There are 5 different output statuses for a Contribution in a Remote Consensus

* Click on the Remote Consensus reference in Status '''TO BE RATIFIED'''

[[File:RC toberatified.png|frameless|905x905px]]

* Click on and the Contribution will open on the General tab
* Click on the Remote Consensus tab and a new page will open
* Click on '''Ratify'''
[[File:Picture Rem26.png|frameless|355x355px]]

If no comments or oppositions have been submitted during the review period the status will by default show as '''ACCEPTED'''.

[[File:Picture Rem23.png|frameless|230x230px]]

* Enter a ratification comment and select the final status
* Click on '''Ratify result'''

A pop message will confirm this action.

[[File:Picture Rem28.png|frameless]]

'''NOTE1:''' When a contribution is - '''NOTED with revision pre-approved -''' the next revision of that Contribution will automatically be '''ACCEPTED''' as soon as available.

'''NOTE2:'''A ratification comment is mandatory for the output status of a '''REJECTED''' Contribution.

'''NOTE3:''' when ratifying a remote consensus which only aims at "collecting comments" (and not for decision), the only ratification option will be "'''NOTED'''" or "'''NOTED with revision requested'''".

Once all Contributions have been updated, the portal will show the status '''RATIFIED''' and a final notification will be sent to the TB/ISG mailing list.

== The Report/Journal of a Remote Consensus ==

An automated Report/Journal is always available for every Remote Consensus via the Remote Consensus tab and the icon.

2 views are available: '''Journal''' or '''Status Report'''

[[File:Picture Rem30.png|frameless|619x619px]]

[[File:Picture Rem32.jpg|frameless|630x630px]]

Both can be exported to CSV files

Remote Consensus

2025-12-04T16:42:46Z

Darda:

== Getting started - How to access the Remote Consensus tool ==

'''NOTE:''' '''Only community officials: Chairman, Vice Chairman, Secretary and ETSI Support staff can set up, manage and ratify a Remote Consensus.'''

''' Users must be logged on the [https://portal.etsi.org/ portal] to use the application'''

* Open the ETSI portal [https://portal.etsi.org '''https://portal.etsi.org'''] and '''log in with your EOL account'''
[[File:Picture log1.png|frameless]]
* Once logged on, select the relevant Technical Committee or ISG, e.g. ERM
* Select the tab '''Remote Consensus'''
[[File:Remote con1.png|frameless|542x542px]]

By default, '''Recent, Ongoing or Future''' Remote Consensus’ are displayed.

* To set up a new Remote Consensus, click on the link '''Create New'''
* To search for a closed/previous Remote Consensus, use the dropdown menu and select one of the 3 options.

== Scope of the Remote Consensus application ==
*A Remote Consensus enables a TB/ISG to take decisions on Contributions (Drafts, Liaison Statements, Change Requests, Reports) outside of a face-to-face meeting.

=== Types of Remote Consensus: ===
'''Consensus Measuring''' for Decisions

'''Comments Collecting''' for Discussion

The application allows:

- The collection of '''comments'''

- The measurement of consensus by counting the number of '''oppositions'''

- The final interpretation of the consensus is the responsibility of the Chairman who ratifies the decision(s) at the end of the Remote Consensus period.

Notifications related to each Remote Consensus are automatically disseminated to the TB/ISG mailing list.

'''NOTE:''' To be able to receive Remote Consensus notifications, or to post a Remote Consensus comment (or opposition) members must be subscribed to the TB/ISG membership list. To subscribe: [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist''']
=== Recommendations for the duration of a Remote Consensus ===
The ETSI Directives mandate the following:

a clear definition of the proposal(s), and the duration of the time period for submitting comments and/or objections, shall be disseminated by the Chair of the Technical Group to the membership list at least seven (7) calendar days before the opening of the consultation;

The time period for participating in the Remote Consensus shall be at least seven (7) calendar days;
*

== Creating a new Remote Consensus ==
* Click on the link '''Create New'''
[[File:Picture Rem3.png|frameless|631x631px]]

A pop-up window will display the fields for completion.

'''NOTE:''' Mandatory fields are marked with a red asterisk '''*'''.

[[File:Picture Rem4.png|frameless|379x379px]]

'''Community''' is pre-filled by the system. If applicable, use the drop down menu to select a Working Group.'''Type''' Select either '''Consensus measuring (DECision at the end)''' or '''Comments collecting (DIScussion).'''

'''Title''' Write the title (e.g. ''Approval of NFV003 Final Draft'' or ''Approval of Liaison Statement to XXX'').

'''Description''' is optional and can be used to provide more detail on the remote consensus.

'''Status''' is by default set to '''PLANNED''' until the launch time.

'''Start date''' Select the start date for the Remote Consensus. Start time is always at 12:00 midday CET.

'''End Date''' Select the end date for the Remote Consensus when comments or oppositions will no longer be allowed. End Time is always at midnight CET.

'''NOTE:''' Start Date shall be greater than or equal to the current date. End Date shall be greater than the Start date.

'''Freeze contribution submission''' if appropriate, use this field to prevent Contributions from being added after a specified date.

'''Status Report Date''' is optional. Select the day for a weekly status report to be sent to the TB/ISG membership list.
* When all mandatory fields are complete, click on '''SAVE'''.

A pop-up window will summarise the Remote Consensus properties and display the Remote Consensus reference.

[[File:Picture Rem5.png|frameless]]

At the launch of every Remote Consensus a notification is sent to the TB/ISG mailing list.

== Adding a Contribution to a Status ''PLANNED'' Remote Consensus ==

For '''consensus measuring,''' only Contributions for '''Decision''' '''(DEC)''' can be submitted.

For '''comments collecting,''' only Contributions for '''Discussion or Information''' '''(DIS)''' can be submitted.

* Click on '''Add Contributions'''
[[File:Picture Rem6.png|frameless|376x376px]]

[[File:Picture Rem7.png]]
* To add a Contribution either:
* Type the sequence number, for example: '''000021''' and click on the '''Filter'''
* '''''OR''''' type a word from the title, for example: '''Release 2''' and click on '''Filter'''
* '''''OR''''' click on '''Filter''' and the system will display all the Contributions for the year for the selected community.
* Select the Contribution(s) from the Contributions list and click on '''Add'''.
* Once all Contributions have been added click on '''Done'''.

A popup window will confirm the Contributions in the Remote Consensus.

'''NOTE''': A Contribution added to a Remote Consensus becomes '''locked''', meaning that no further actions are possible on this Contribution until the Remote Consensus has either ended or the Contribution has been removed. The lock is depicted by the hammer icon [[File:Hammer arrow icon.PNG|frameless]]

=== Identifying a Contribution under Remote Consensus ===

Contributions in a Remote Consensus are flagged with a hammer icon.

[[File:Hammer arrow icon.PNG|link=http://help.etsi.org/File:Hammer%20arrow%20icon.PNG|frameless]] Status '''ACTIVE''' ('''PLANNED''', '''FROZEN''' or '''STARTED''')

[[File:Hammer only icon.PNG|frameless]] '''RATIFIED''' or '''REVIEWED'''

[[File:Hammer cross icon.PNG|frameless]] Status '''ABORTED'''

== Removing a Contribution from a Status ''PLANNED'' Remote Consensus ==
*Find the Contribution for removal and click on the small glasses icon[[File:Glasses_icon.PNG|frameless]].
* Select the third tab '''Remote Consensus''' and click on the link '''REMOVE'''.
[[File:Picture Rem8.png]]
* Enter the justification and click '''OK'''.
[[File:Picture Rem9.png|frameless]]

The system will refresh the counter of Contributions in this Remote Consensus and update the History of the Contribution.

'''NOTE''': Contributions can only be removed by the TB/ISG Officials, the submitter or ETSI Support staff '''before''' the launch of a Remote Consensus.

Once the Remote Consensus has started, Contributions can only be removed by the TB/ISG Officials or ETSI Support staff.

== The start of a Remote Consensus ==

A Remote Consensus evolves from Status '''PLANNED''' to Status '''ACTIVE''' at the launch.

An automated notification is sent to the TB/ISG mailing list including:

- The Contribution name and number

- The duration and the type of Remote Consensus

- Guidelines on how to add a comment, raise an opposition and remove an opposition.

'''NOTE:''' An ACTIVE Remote Consensus cannot be modified or stopped.
== Submitting a comment to a Contribution in a Remote Consensus ==
Note that submitting a comment (or raising an opposition) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).

The procedure to submit a Comment to a Comments Collection (DIS) and a Consensus Measuring (DEC) Remote Consensus is identical.

[[File:Picture Rem3.png|frameless|568x568px]]

* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] to open the Contribution. A new window will open.
* Click on '''Comment'''. By default the comment field is active.Enter text in the '''Write a Comment''' field and click '''Save'''.
[[File:Picture Rem14.png|734x734px]]

The system will then:

- Create a record of the new comment

- Update the list of comments

- Issue a notification to the TB/ISG mailing list

- Add the submitter to all future notifications on this Contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Weekly_report_notification:~:text=from%200%20users-,Remote%20Consensus%20guidelines,-%5Bedit%20%7C Remote Consensus guidelines].

== Raising an opposition to a Contribution ==
Note that raising an opposition (or submitting a comment) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).
* Open the Remote Consensus tab
* Click on the Remote Consensus reference (i.e. ERM(18)DEC606) in Status STARTED. A new window will open.

* Click on '''Raise an opposition'''. By default the comment field is active.
* Enter text in the '''Write a Comment''' field to justify the opposition and click '''Save'''.
[[File:Picture Rem19.png|723x723px]]

The system will then:

- Create a record of the new opposition

- Update the list of oppositions

- Issue a notification to the TB/ISG mailing list

- Adds the user to all future notifications on this Contribution

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Weekly_report_notification:~:text=from%200%20users-,Remote%20Consensus%20guidelines,-%5Bedit%20%7C Remote Consensus guidelines].

== Clearing an opposition to a Contribution ==
An opposition is displayed in the Remote Consensus tab of the Contribution.

Only the submitter or ETSI Support staff can remove an opposition.
* Click on the hyperlink '''Clear my opposition''' and add text if appropriate and then '''Save'''.
[[File:Picture Rem20.png]]

The system will then:

- Create a record of the cleared opposition

- Update the list of comments or oppositions

- Issue a notification to the TB/ISG mailing list.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the [https://help.etsi.org/index.php?title=Remote_Consensus#Weekly_report_notification:~:text=from%200%20users-,Remote%20Consensus%20guidelines,-%5Bedit%20%7C Remote Consensus guidelines].

== Weekly report notification ==

The system sends a weekly report to the TB/ISG mailing list with a status update including:

- The number of Contributions in the Remote Consensus

- Duration of the review period

- The number of comments, oppositions or cleared oppositions

- Purpose and life-cycle of a Remote Consensus

- A hyperlink to the Remote Consensus report

Example of a report:

<blockquote>''Weekly report for '''NFV(18)DEC094''' is sent every '''Thursday''' at 4:00am CET.'' </blockquote><blockquote>''RC status: '''STARTED''' , with 2 available contributions.'' </blockquote><blockquote> ''0 comments.''</blockquote><blockquote>''RAISING COMMENTS AND OPPOSITIONS is ALLOWED until Wednesday 2018-10-24 at midnight.''</blockquote><blockquote> '''''NFV(18)000269''' (download) '''Draft - DGS/NFV-EVE011 v0.0.20 (GS NFV-EVE 011 ) "Cloud Native VNF Classification Spec"'''''</blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote><blockquote> '''''NFV(18)000271''' (download) '''Draft - DGR/NFV-IFA012 v0.13.1 (GR NFV-IFA 012 ) "Os-Ma-Nfvo ref point Spec - svc mgmt & info model"''''' </blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote>

== Remote Consensus guidelines ==
A Remote Consensus (RC) allows approving or just gathering comments either on one single contribution or on a set of contributions grouped together. A single approval period is set for the whole group, and a single report monitors all the results.

During the RC period ETSI members subscribed to the related TB mailing list can add comments and/or raise oppositions on any of the contributions in the RC. Users can also monitor a contribution to receive an email each time a comment is added, or they can wait for the (optional) weekly report email to receive the status and comments on all contributions.

Comments (and oppositions) collected during the RC period can be viewed at any time via the '''RC Report'''

At the end of the RC approval period, an official reviews all comments, ''RATIFIES'' the result by recording an output status for each contribution.

There are '''two types of Remote Consensuses''':

# "Consensus measuring" RCs: a DECISION is expected at the end of the approval period, these can only contain contributions for decision
# "Comment collecting" RCs do not imply a decision at the end of the period, these can only contain contributions for DISCUSSION.

For consensus measuring RCs the application lists the number of sustained oppositions (as defined in ETSI Working Procedures). For comment collecting, comments are allowed but raising oppositions is not possible.

Participants can add comments, raise an oppositions, but also remove their oppositions at any time during the approval period.

When all contributions have been ratified, the Remote Consensus is considered as ratified.

''Remote Consensus lifecycle: '''PLANNED - (FROZEN) - STARTED - TO BE RATIFIED - RATIFIED'''''

'''!!!''' Only officials and support staff can create a Remote Consensus for their TB.

* ''PLANNED: all delegates can add/remove contributions to/from the RC.''

* ''FROZEN: only officials and support staff can add/remove contributions to the RC.''

* ''STARTED: delegates can add comments, and raise or remove oppositions on contributions.''

* ''TO BE RATIFIED: RC period if finished, officials and support staff are expected to ratify results.''

* ''RATIFIED: all contributions of the RC have been ratified.''

== The end of a Remote Consensus ==

At midnight CET/CEST on the final day of the Remote Consensus:

The system sends a final notification to the TB/ISG mailing list

The status of the Remote Consensus is updated '''TO BE RATIFIED.'''

[[File:Picture Rem22.png|frameless|584x584px]]

== Ratifying a Remote Consensus ==

The Chairman has the action to ratify the Remote Consensus, taking into account comments and oppositions.

=== Final output statuses for a Remote Consensus ===
There are 5 different output statuses for a Contribution in a Remote Consensus

* Click on the Remote Consensus reference in Status '''TO BE RATIFIED'''

[[File:RC toberatified.png|frameless|905x905px]]

* Click on and the Contribution will open on the General tab
* Click on the Remote Consensus tab and a new page will open
* Click on '''Ratify'''
[[File:Picture Rem26.png|frameless|355x355px]]

If no comments or oppositions have been submitted during the review period the status will by default show as '''ACCEPTED'''.

[[File:Picture Rem23.png|frameless|230x230px]]

* Enter a ratification comment and select the final status
* Click on '''Ratify result'''

A pop message will confirm this action.

[[File:Picture Rem28.png|frameless]]

'''NOTE1:''' When a contribution is - '''NOTED with revision pre-approved -''' the next revision of that Contribution will automatically be '''ACCEPTED''' as soon as available.

'''NOTE2:'''A ratification comment is mandatory for the output status of a '''REJECTED''' Contribution.

'''NOTE3:''' when ratifying a remote consensus which only aims at "collecting comments" (and not for decision), the only ratification option will be "'''NOTED'''" or "'''NOTED with revision requested'''".

Once all Contributions have been updated, the portal will show the status '''RATIFIED''' and a final notification will be sent to the TB/ISG mailing list.

== The Report/Journal of a Remote Consensus ==

An automated Report/Journal is always available for every Remote Consensus via the Remote Consensus tab and the icon.

2 views are available: '''Journal''' or '''Status Report'''

[[File:Picture Rem30.png|frameless|619x619px]]

[[File:Picture Rem32.jpg|frameless|630x630px]]

Both can be exported to CSV files

Remote Consensus

2025-12-04T16:39:07Z

Darda: /* Weekly report notification */

== Getting started - How to access the Remote Consensus tool ==

'''NOTE:''' '''Only community officials: Chairman, Vice Chairman, Secretary and ETSI Support staff can set up, manage and ratify a Remote Consensus.'''

''' Users must be logged on the [https://portal.etsi.org/ portal] to use the application'''

* Open the ETSI portal [https://portal.etsi.org '''https://portal.etsi.org'''] and '''log in with your EOL account'''
[[File:Picture log1.png|frameless]]
* Once logged on, select the relevant Technical Committee or ISG, e.g. ERM
* Select the tab '''Remote Consensus'''
[[File:Remote con1.png|frameless|542x542px]]

By default, '''Recent, Ongoing or Future''' Remote Consensus’ are displayed.

* To set up a new Remote Consensus, click on the link '''Create New'''
* To search for a closed/previous Remote Consensus, use the dropdown menu and select one of the 3 options.

== Scope of the Remote Consensus application ==
*A Remote Consensus enables a TB/ISG to take decisions on Contributions (Drafts, Liaison Statements, Change Requests, Reports) outside of a face-to-face meeting.

=== Types of Remote Consensus: ===
'''Consensus Measuring''' for Decisions

'''Comments Collecting''' for Discussion

The application allows:

- The collection of '''comments'''

- The measurement of consensus by counting the number of '''oppositions'''

- The final interpretation of the consensus is the responsibility of the Chairman who ratifies the decision(s) at the end of the Remote Consensus period.

Notifications related to each Remote Consensus are automatically disseminated to the TB/ISG mailing list.

'''NOTE:''' To be able to receive Remote Consensus notifications, or to post a Remote Consensus comment (or opposition) members must be subscribed to the TB/ISG membership list. To subscribe: [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist''']
=== Recommendations for the duration of a Remote Consensus ===
The ETSI Directives mandate the following:

a clear definition of the proposal(s), and the duration of the time period for submitting comments and/or objections, shall be disseminated by the Chair of the Technical Group to the membership list at least seven (7) calendar days before the opening of the consultation;

The time period for participating in the Remote Consensus shall be at least seven (7) calendar days;
*

== Creating a new Remote Consensus ==
* Click on the link '''Create New'''
[[File:Picture Rem3.png|frameless|631x631px]]

A pop-up window will display the fields for completion.

'''NOTE:''' Mandatory fields are marked with a red asterisk '''*'''.

[[File:Picture Rem4.png|frameless|379x379px]]

'''Community''' is pre-filled by the system. If applicable, use the drop down menu to select a Working Group.'''Type''' Select either '''Consensus measuring (DECision at the end)''' or '''Comments collecting (DIScussion).'''

'''Title''' Write the title (e.g. ''Approval of NFV003 Final Draft'' or ''Approval of Liaison Statement to XXX'').

'''Description''' is optional and can be used to provide more detail on the remote consensus.

'''Status''' is by default set to '''PLANNED''' until the launch time.

'''Start date''' Select the start date for the Remote Consensus. Start time is always at 12:00 midday CET.

'''End Date''' Select the end date for the Remote Consensus when comments or oppositions will no longer be allowed. End Time is always at midnight CET.

'''NOTE:''' Start Date shall be greater than or equal to the current date. End Date shall be greater than the Start date.

'''Freeze contribution submission''' if appropriate, use this field to prevent Contributions from being added after a specified date.

'''Status Report Date''' is optional. Select the day for a weekly status report to be sent to the TB/ISG membership list.
* When all mandatory fields are complete, click on '''SAVE'''.

A pop-up window will summarise the Remote Consensus properties and display the Remote Consensus reference.

[[File:Picture Rem5.png|frameless]]

At the launch of every Remote Consensus a notification is sent to the TB/ISG mailing list.

== Adding a Contribution to a Status ''PLANNED'' Remote Consensus ==

For '''consensus measuring,''' only Contributions for '''Decision''' '''(DEC)''' can be submitted.

For '''comments collecting,''' only Contributions for '''Discussion or Information''' '''(DIS)''' can be submitted.

* Click on '''Add Contributions'''
[[File:Picture Rem6.png|frameless|376x376px]]

[[File:Picture Rem7.png]]
* To add a Contribution either:
* Type the sequence number, for example: '''000021''' and click on the '''Filter'''
* '''''OR''''' type a word from the title, for example: '''Release 2''' and click on '''Filter'''
* '''''OR''''' click on '''Filter''' and the system will display all the Contributions for the year for the selected community.
* Select the Contribution(s) from the Contributions list and click on '''Add'''.
* Once all Contributions have been added click on '''Done'''.

A popup window will confirm the Contributions in the Remote Consensus.

'''NOTE''': A Contribution added to a Remote Consensus becomes '''locked''', meaning that no further actions are possible on this Contribution until the Remote Consensus has either ended or the Contribution has been removed. The lock is depicted by the hammer icon [[File:Hammer arrow icon.PNG|frameless]]

=== Identifying a Contribution under Remote Consensus ===

Contributions in a Remote Consensus are flagged with a hammer icon.

[[File:Hammer arrow icon.PNG|link=http://help.etsi.org/File:Hammer%20arrow%20icon.PNG|frameless]] Status '''ACTIVE''' ('''PLANNED''', '''FROZEN''' or '''STARTED''')

[[File:Hammer only icon.PNG|frameless]] '''RATIFIED''' or '''REVIEWED'''

[[File:Hammer cross icon.PNG|frameless]] Status '''ABORTED'''

== Removing a Contribution from a Status ''PLANNED'' Remote Consensus ==
*Find the Contribution for removal and click on the small glasses icon[[File:Glasses_icon.PNG|frameless]].
* Select the third tab '''Remote Consensus''' and click on the link '''REMOVE'''.
[[File:Picture Rem8.png]]
* Enter the justification and click '''OK'''.
[[File:Picture Rem9.png|frameless]]

The system will refresh the counter of Contributions in this Remote Consensus and update the History of the Contribution.

'''NOTE''': Contributions can only be removed by the TB/ISG Officials, the submitter or ETSI Support staff '''before''' the launch of a Remote Consensus.

Once the Remote Consensus has started, Contributions can only be removed by the TB/ISG Officials or ETSI Support staff.

== The start of a Remote Consensus ==

A Remote Consensus evolves from Status '''PLANNED''' to Status '''ACTIVE''' at the launch.

An automated notification is sent to the TB/ISG mailing list including:

- The Contribution name and number

- The duration and the type of Remote Consensus

- Guidelines on how to add a comment, raise an opposition and remove an opposition.

'''NOTE:''' An ACTIVE Remote Consensus cannot be modified or stopped.
== Submitting a comment to a Contribution in a Remote Consensus ==
Note that submitting a comment (or raising an opposition) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).

The procedure to submit a Comment to a Comments Collection (DIS) and a Consensus Measuring (DEC) Remote Consensus is identical.

[[File:Picture Rem3.png|frameless|568x568px]]

* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] to open the Contribution. A new window will open.
* Click on '''Comment'''. By default the comment field is active.Enter text in the '''Write a Comment''' field and click '''Save'''.
[[File:Picture Rem14.png|734x734px]]

The system will then:

- Create a record of the new comment

- Update the list of comments

- Issue a notification to the TB/ISG mailing list

- Add the submitter to all future notifications on this Contribution.

'''NOTE''': You’ll only receive instant email alerts if you monitor the contribution. If not, you’ll get the updates in the next optional weekly report. For more information, refer to the Remote Consensus guidelines.

== Raising an opposition to a Contribution ==
Note that raising an opposition (or submitting a comment) is only accessible to users who 1) are authenticated, and 2) have registered on the "TB Membership list" (see [https://portal.etsi.org/webapp/TBMembershiplist '''https://portal.etsi.org/webapp/TBMembershiplist))''']).
* Open the Remote Consensus tab
* Click on the Remote Consensus reference (i.e. ERM(18)DEC606) in Status STARTED. A new window will open.

* Click on '''Raise an opposition'''. By default the comment field is active.
* Enter text in the '''Write a Comment''' field to justify the opposition and click '''Save'''.
[[File:Picture Rem19.png|723x723px]]

The system will then:

- Create a record of the new opposition

- Update the list of oppositions

- Issue a notification to the TB/ISG mailing list

- Adds the user to all future notifications on this Contribution

== Clearing an opposition to a Contribution ==
An opposition is displayed in the Remote Consensus tab of the Contribution.

Only the submitter or ETSI Support staff can remove an opposition.
* Click on the hyperlink '''Clear my opposition''' and add text if appropriate and then '''Save'''.
[[File:Picture Rem20.png]]

The system will then:

- Create a record of the cleared opposition

- Update the list of comments or oppositions

- Issue a notification to the TB/ISG mailing list.

== Weekly report notification ==

The system sends a weekly report to the TB/ISG mailing list with a status update including:

- The number of Contributions in the Remote Consensus

- Duration of the review period

- The number of comments, oppositions or cleared oppositions

- Purpose and life-cycle of a Remote Consensus

- A hyperlink to the Remote Consensus report

Example of a report:

<blockquote>''Weekly report for '''NFV(18)DEC094''' is sent every '''Thursday''' at 4:00am CET.'' </blockquote><blockquote>''RC status: '''STARTED''' , with 2 available contributions.'' </blockquote><blockquote> ''0 comments.''</blockquote><blockquote>''RAISING COMMENTS AND OPPOSITIONS is ALLOWED until Wednesday 2018-10-24 at midnight.''</blockquote><blockquote> '''''NFV(18)000269''' (download) '''Draft - DGS/NFV-EVE011 v0.0.20 (GS NFV-EVE 011 ) "Cloud Native VNF Classification Spec"'''''</blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote><blockquote> '''''NFV(18)000271''' (download) '''Draft - DGR/NFV-IFA012 v0.13.1 (GR NFV-IFA 012 ) "Os-Ma-Nfvo ref point Spec - svc mgmt & info model"''''' </blockquote><blockquote> ''Decision Requested : Please approve''</blockquote><blockquote> ''0 sustained oppositions (0 cleared oppositions) and 0 comments from 0 users'' </blockquote>

== Remote Consensus guidelines ==
A Remote Consensus (RC) allows approving or just gathering comments either on one single contribution or on a set of contributions grouped together. A single approval period is set for the whole group, and a single report monitors all the results.

During the RC period ETSI members subscribed to the related TB mailing list can add comments and/or raise oppositions on any of the contributions in the RC. Users can also monitor a contribution to receive an email each time a comment is added, or they can wait for the (optional) weekly report email to receive the status and comments on all contributions.

Comments (and oppositions) collected during the RC period can be viewed at any time via the '''RC Report'''

At the end of the RC approval period, an official reviews all comments, ''RATIFIES'' the result by recording an output status for each contribution.

There are '''two types of Remote Consensuses''':

# "Consensus measuring" RCs: a DECISION is expected at the end of the approval period, these can only contain contributions for decision
# "Comment collecting" RCs do not imply a decision at the end of the period, these can only contain contributions for DISCUSSION.

For consensus measuring RCs the application lists the number of sustained oppositions (as defined in ETSI Working Procedures). For comment collecting, comments are allowed but raising oppositions is not possible.

Participants can add comments, raise an oppositions, but also remove their oppositions at any time during the approval period.

When all contributions have been ratified, the Remote Consensus is considered as ratified.

''Remote Consensus lifecycle: '''PLANNED - (FROZEN) - STARTED - TO BE RATIFIED - RATIFIED'''''

'''!!!''' Only officials and support staff can create a Remote Consensus for their TB.

* ''PLANNED: all delegates can add/remove contributions to/from the RC.''

* ''FROZEN: only officials and support staff can add/remove contributions to the RC.''

* ''STARTED: delegates can add comments, and raise or remove oppositions on contributions.''

* ''TO BE RATIFIED: RC period if finished, officials and support staff are expected to ratify results.''

* ''RATIFIED: all contributions of the RC have been ratified.''

== The end of a Remote Consensus ==

At midnight CET/CEST on the final day of the Remote Consensus:

The system sends a final notification to the TB/ISG mailing list

The status of the Remote Consensus is updated '''TO BE RATIFIED.'''

[[File:Picture Rem22.png|frameless|584x584px]]

== Ratifying a Remote Consensus ==

The Chairman has the action to ratify the Remote Consensus, taking into account comments and oppositions.

=== Final output statuses for a Remote Consensus ===
There are 5 different output statuses for a Contribution in a Remote Consensus

* Click on the Remote Consensus reference in Status '''TO BE RATIFIED'''

[[File:RC toberatified.png|frameless|905x905px]]

* Click on and the Contribution will open on the General tab
* Click on the Remote Consensus tab and a new page will open
* Click on '''Ratify'''
[[File:Picture Rem26.png|frameless|355x355px]]

If no comments or oppositions have been submitted during the review period the status will by default show as '''ACCEPTED'''.

[[File:Picture Rem23.png|frameless|230x230px]]

* Enter a ratification comment and select the final status
* Click on '''Ratify result'''

A pop message will confirm this action.

[[File:Picture Rem28.png|frameless]]

'''NOTE1:''' When a contribution is - '''NOTED with revision pre-approved -''' the next revision of that Contribution will automatically be '''ACCEPTED''' as soon as available.

'''NOTE2:'''A ratification comment is mandatory for the output status of a '''REJECTED''' Contribution.

'''NOTE3:''' when ratifying a remote consensus which only aims at "collecting comments" (and not for decision), the only ratification option will be "'''NOTED'''" or "'''NOTED with revision requested'''".

Once all Contributions have been updated, the portal will show the status '''RATIFIED''' and a final notification will be sent to the TB/ISG mailing list.

== The Report/Journal of a Remote Consensus ==

An automated Report/Journal is always available for every Remote Consensus via the Remote Consensus tab and the icon.

2 views are available: '''Journal''' or '''Status Report'''

[[File:Picture Rem30.png|frameless|619x619px]]

[[File:Picture Rem32.jpg|frameless|630x630px]]

Both can be exported to CSV files