File:Image 1 updating general information on the portal.png

2020-04-21T15:55:54Z

Schmidth: New image

== Summary ==
New image

User:Schmidth

2020-04-21T15:54:24Z

Schmidth:

= Documentation for creating and updating content on portal.etsi.org =

== Creating a new page ==

As an example, we will create the page “Test Page” under NFV.

As before, go to any page on the portal where you can edit.

Remember that the current page will be the parent page of the new page.

So we will start at <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders</nowiki>

1.In the left toolbar, go to content -> Pages

Image 1

2. Add Page

Insert image 2

3. Select the type of page (Standard, URL or File)

For a standard page give it a name, title and optionally a description and a set of keywords for better SEO.

Image 3

4. If you can select the parent page, then do. You will find that not all pages are available (Pages of type URL or disabled pages for example). In this case we want the parent page to be NFV which is of type URL so we can leave NFV Leaders for now and move the page later.

Image 4

5. Select the template (previously called skin)

Image 5

6. Add Page

The following page has been created:

<nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders/Test-Page</nowiki>

Go to <nowiki>https://portal.etsi.org/editors/Menu-manager</nowiki> and drag/drop the page to the appropriate position

The new URL will be <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/Test-Page</nowiki>

Editing content
* In the left toolbar, click on Edit
Image 6
* Click in the text area to open the simple editor
Image 7
* You can do some editing using this editor but if you need more options use the advanced editor by clicking on the full far right icon ('''do not use the simple editor for uploading files''')
Image 8

The advanced editor allows you to add any kind of content needed. The icons displayed below can be used to link and upload files or add images.

Image 9

Use the Browse Server button to upload files. '''DO NOT use the upload tab.'''

Image 10

Image 11

The Browse server button opens a popup which allows you to browse through the folders on the server and then upload using the icon displayed below.

Image 12

Once editing is finished close the advanced editor using the bottom close button or the simple editor link on top. Using the top right close button will cancel any changes you have made.

Then click on Publish at the bottom of the page to save your changes or Discard to delete your changes.

Image 13

Updating the general information section on TB home pages

1) Go to the TB home page (eg. <nowiki>https://portal.etsi.org/tb.aspx?tbid=789&SubTB=789,832,831,801,798,799,848,802,828#/</nowiki>)

2) Click on the full screen icon at the top right of the general information portlet

Image 14

1) In the left toolbar, click on Edit

Image 15
* Hover over the edit icon above the portlet and click on Edit Module
Image 16
* Edit the content using the editor then click save

User:Schmidth

2020-04-17T14:42:08Z

Schmidth:

= Documentation for creating and updating content on portal.etsi.org =

== Creating a new page ==

As an example, we will create the page “Test Page” under NFV.

As before, go to any page on the portal where you can edit.

Remember that the current page will be the parent page of the new page.

So we will start at <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders</nowiki>

1.In the left toolbar, go to content -> Pages

Image 1

2. Add Page

Insert image 2

3. Select the type of page (Standard, URL or File)

For a standard page give it a name, title and optionally a description and a set of keywords for better SEO.

Image 3

4. If you can select the parent page, then do. You will find that not all pages are available (Pages of type URL or disabled pages for example). In this case we want the parent page to be NFV which is of type URL so we can leave NFV Leaders for now and move the page later.

Image 4

5. Select the template (previously called skin)

Image 5

6. Add Page

The following page has been created:

<nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders/Test-Page</nowiki>

Go to <nowiki>https://portal.etsi.org/editors/Menu-manager</nowiki> and drag/drop the page to the appropriate position

The new URL will be <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/Test-Page</nowiki>

Editing content
* In the left toolbar, click on Edit
Image 6
* Click in the text area to open the simple editor
Image 7
* You can do some editing using this editor but if you need more options use the advanced editor by clicking on the full far right icon ('''do not use the simple editor for uploading files''')
Image 8

The advanced editor allows you to add any kind of content needed. The icons displayed below can be used to link and upload files or add images.

Image 9

There is not image 10

Use the Browse Server button to upload files. '''DO NOT use the upload tab.'''

Image 11

Image 12

The Browse server button opens a popup which allows you to browse through the folders on the server and then upload using the icon displayed below.

Image 13

Once editing is finished close the advanced editor using the bottom close button or the simple editor link on top. Using the top right close button will cancel any changes you have made.

Then click on Publish at the bottom of the page to save your changes or Discard to delete your changes.

Image 14

Updating the general information section on TB home pages

1) Go to the TB home page (eg. <nowiki>https://portal.etsi.org/tb.aspx?tbid=789&SubTB=789,832,831,801,798,799,848,802,828#/</nowiki>)

2) Click on the full screen icon at the top right of the general information portlet

Image 15

1) In the left toolbar, click on Edit

Image 16
* Hover over the edit icon above the portlet and click on Edit Module
Image 17
* Edit the content using the editor then click save

User:Schmidth

2020-04-17T14:28:42Z

Schmidth: /* Documentation for creating and updating content on portal.etsi.org */

= Documentation for creating and updating content on portal.etsi.org =

== Creating a new page ==

As an example, we will create the page “Test Page” under NFV.

As before, go to any page on the portal where you can edit.

Remember that the current page will be the parent page of the new page.

So we will start at <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders</nowiki>

1.In the left toolbar, go to content -> Pages

Image 1

2. Add Page

Insert image 2

3. Select the type of page (Standard, URL or File)

For a standard page give it a name, title and optionally a description and a set of keywords for better SEO.

Image 3

4. If you can select the parent page, then do. You will find that not all pages are available (Pages of type URL or disabled pages for example). In this case we want the parent page to be NFV which is of type URL so we can leave NFV Leaders for now and move the page later.

Image 4

5. Select the template (previously called skin)

Image 5

6. Add Page

The following page has been created:

<nowiki>https://portal.etsi.org/TB-SiteMap/NFV/NFV-Leaders/Test-Page</nowiki>

Go to <nowiki>https://portal.etsi.org/editors/Menu-manager</nowiki> and drag/drop the page to the appropriate position

The new URL will be <nowiki>https://portal.etsi.org/TB-SiteMap/NFV/Test-Page</nowiki>

Editing content
* In the left toolbar, click on Edit
Image 6
* Click in the text area to open the simple editor
Image 7
* You can do some editing using this editor but if you need more options use the advanced editor by clicking on the full far right icon ('''do not use the simple editor for uploading files''')
Image 8

The advanced editor allows you to add any kind of content needed. The icons displayed below can be used to link and upload files or add images.

Use the Browse Server button to upload files. '''DO NOT use the upload tab.'''

Image 11

Image 12

The Browse server button opens a popup which allows you to browse through the folders on the server and then upload using the icon displayed below.

Image 13

Once editing is finished close the advanced editor using the bottom close button or the simple editor link on top. Using the top right close button will cancel any changes you have made.

Then click on Publish at the bottom of the page to save your changes or Discard to delete your changes.

Image 14

== Updating the general information section on TB home pages ==
1) Go to the TB home page (eg. <nowiki>https://portal.etsi.org/tb.aspx?tbid=789&SubTB=789,832,831,801,798,799,848,802,828#/</nowiki>)

2) Click on the full screen icon at the top right of the general information portlet

Image 15
* Hover over the edit icon above the portlet and click on Edit Module
Image 16
* Edit the content using the editor then click save

File:Image 1 Documentation for updating content on portal.etsi.org.png

2020-04-17T14:11:12Z

Schmidth:

User:Schmidth

2020-04-14T14:37:09Z

Schmidth:

2018-10-15T09:08:01Z

Schmidth: /* Identify the Contribution type */

== Getting started - How to use the Contributions tool on the Portal ==

[[File:Finger.png|40x40px|left]]
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:Picture2.png|400x400px]]
* Select the tab “Contributions”

=== Identify the Contribution type ===

Under the '''New contribution''' drop-down list there are several types of contributions available

[[File:Picture4.png|400x400px]]

See below information for 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.

[[File:Picture4.png|400x400px]]
* Click on '''Other Contribution''' in the dropdown menu
'''NOTE:'''
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'''.

=== General tab ===
[[File:Picture5.png|400px|right]]
Under the General tab the mandatory fields are marked with a red star *.

'''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 - see next page in this Helpfile by clicking on '''Next''')
'''Abstract''': Complementary document information can be added in this field.

4 different types of '''Source''' are available:[[File:Picture6.png|400px|right]]
# '''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:Picture7b.png|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
* (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'''.
*::The system will return to the contribution creation screen (next page in this Helpfile).
*::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” . (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.

To generate a cover page:

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

* Update the cover page in MS Word and '''Save'''

* Zip the cover page and the contribution

=== Make available a Contribution type: Other Contribution ===
* Click on '''Upload/Make Available'''

* Select the zip file

* Click on '''Make Available'''

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

* Subscribe to '''Contribution upload Notification''' to receive an e-mail that a new contribution has been uploaded

== 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.

* 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.

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''')

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

'''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

'''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

(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'''.

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.

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.

* 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:

3.3 Creation of a New WI (Deliverable)

To complete the WI Details tab for the Revision of an existing Work Item, select:

3.4 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:''' To be explained

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

'''Standard Type''' *:

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

For ISGs only deliverable types GR and GS are permitted.

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

'''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.

'''Formal Title''' *: By default the TB, WG or ISG short name (see 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'''.

* 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.

'''Design for All Assessment:'''

* Click on the '''Assess''' button, review the fields and click '''Done'''.

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.

To see how to complete these fields, see thenext page in this Helpfile

'''Aspects and Keywords''':

* Select the appropriate Aspects.

* 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.

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 Work Programme and pre-fill a number of fields.

'''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)

* 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)'''

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

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

* Select '''Complete now''' or '''Complete later'''

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

* Select '''Yes now''' or '''No later'''

'''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.

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'''

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'''

=== 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:

'''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:

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.

=== 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'''

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.

== 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

or

b) The '''Meetings''' tab

=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
* Identify the Contribution to be revised and
click on the glasses XXXXX icon.

The '''General''' tab opens
* Click '''Revise''' on the bottom of the screen

* 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
* Click on the meeting hyperlink The '''Meeting Information''' page opens.

* Click on the link to '''List of xxx Contributions assigned to this meeting'''

* Identify the contribution to revise and click on the Glasse XXX icon.
The General tab opens
* Click on '''Revise''' on the bottom of the screen.
* 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 XXXX iconThe contribution details page will open.

* Click on '''Revise'''

* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)

* Open the '''WI Details''' tab to insert new information
* Click on '''Save changes''' followed by '''Upload/make Available'''.

For help see Section 2.6

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 XXXX icon.
* Click on the appropriate '''status''' button
'''Status options:'''

Status '''Accepted'''

'''Definition:'''

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

'''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'''.

'''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'''

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'''

'''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 for the NWI proposal.
Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on Accept
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.

=== 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 for the NWI proposal

* Select Submit to ERM for approval in the General tab

* 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 for the NWI proposal.

* Click on Accept followed by Create new from this one in the General tab.

=== 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

* Click on '''Save changes'''
A pop-up window will open
* Click on '''Yes''' now
The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''

* Select Make available
'''NOTE:'''

See Section 2.6 to generate separate cover page.

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

== Draft (of ETSI Standards) - Introduction ==
'''When creating the first version of a Draft'''

* Download the deliverable templates from editHelp webpages

* These are in MS Word and contain essential titles and text blocks.

* Select the appropriate deliverable type (see 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.

=== 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

* Click on New Draft in the dropdown menu

The '''Contribution Creation''' screen

opens in a new window on the General tab.

Add link to scenario 2/5.7 via the Latest Drafts tab?

==== '''New Draft -''' 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 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:
# '''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

'''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

'''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 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'''

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

Click on the U icon

A pop-up window opens.

2 scenarios are possible.

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

* Click on the icon that is on the same line as the Work Item reference
The Contribution creation screen for type Draft opens.

==== 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:

* 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

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 .

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
* 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'''

== 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

'''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
|}