Contribution State Machine

2018-09-25T07:15:50Z

Vreck: Following a Question from an ISG ZSM official, I added some details on the "Noted" status, explaining that revising a "Noted" contribution is part of the normal process.

__TOC__

STILL UNDER CONSTRUCTION: need to describe transitions, flags, and access rights...

The picture below illustrates the states that constitute the life cycle of a contribution.

== States ==
; RESERVED : The contribution details have been entered in the system, the file has not yet been uploaded. Next step is to "''Upload/Make Available''" the contribution file. It is also possible to withdraw (cancel) the contribution at this stage.

Is is not possible to REVISE a contribution from the RESERVED state since the proposal has not yet been made available (one does not revise something that has not yet been issued).
; AVAILABLE : The contribution file is physically present on the server.
; WITHDRAWN : The submitter of a contribution can decide to withdraw (cancel) his contribution as long as the contribution has not been handled by the committee. As soon as a contribution has been discussed (''Noted'') or if a decision has been taken on it (''Accepted'', or ''Rejected'') it is no longer possible to withdraw it.
[[Image:Contribution State Machine.PNG|500px||left|alt=Contribution State Machine|Contribution State Machine]]
; REJECTED : The group has discussed a contribution that was "For Decision" and decided to reject the proposal AS A WHOLE. The group does not want to discuss it any further. It is hence not possible to revise a ''rejected'' contribution.
: <u>note</u>: ACCEPTED and REJECTED states are only applicable to contributions "''For Decision''"
; ACCEPTED : The group has discussed a contribution that was "For Decision" and decided to accept the proposal AS IT IS, there is no need to improve/update it any further, it is ready for potential implementation. It is hence not possible to revise an accepted contribution.
: <u>note</u>: ACCEPTED and REJECTED states are only applicable to contributions "''For Decision''"
; NOTED : '''IF''' a contribution is '''''for information''''' or '''''for discussion''''' (no decision requested from the committee) ''NOTED'' is the default end-of-life status that is set by the committee once the contribution has been handled, i.e. either discussed, presented, or sometimes just mentioned. However, a contribution which has been ''NOTED'' may still be ''Revised''.
: '''IF''' a contribution is '''''for decision''''' (a decision is requested from committee), ''NOTED'' implies that the committee has discussed the proposal without either '''accepting''' nor '''rejecting''' it. This usually means that the committee expects the contribution to be improved (i.e. ''Revised'' ) prior to take a decision on it. Hence a contribution which has been ''NOTED'' may still be ''Revised''.
; REVISED : A contribution is revised as soon as its revision has been reserved. The concept is that a revision improves and/or corrects an existing proposal. Hence once a contribution is in REVISED status it is no longer possible to take a decision on it (''Accept'', or ''Reject'') since the decision will be taken on its revision. Nor is it possible to mark it as NOTED (case of a revision reserved before discussion), because logically, if a contribution is revised before being presented to the group, the group will then discuss the latest revision, not the earlier ones.
: <u>note</u>: problem can arise when a user reserves a revision without uploading it --> the committee neither take a decision on the original ''revised'' contribution, nor on its non-available revision...

== Flags ==
; Postponed: this flag is set manually by the chairman to indicate that the contribution was delayed (presenter not there, lack of time, file not available,etc…). It can be set and cleared indefinitely by the chairman as long as the contribution is in ''Reserved'' or ''Available'' state. When moving away from these states the flag is cleared and can no longer be set.

; Handled : Means that the contribution has been discussed/presented/dealt with. This flag is automatically set for the ''rejected'', ''accepted'', and ''Noted'' states. Once set it cannot be cleared hence a contribution that moves from ''Noted'' to ''Revised'' has the ''handled'' flag set which indicates that the contribution was '''revised AFTER the discussion'''. The flag cannot be set when in ''available'' state hence a contribution that moves from ''available'' to ''revised'' does not have the ''Handled'' flag set, which indicates hat the contribution was '''revised BEFORE the discussion'''.
:: '''IF''' (status = Revised) '''and''' (''Handled'' flag is not set) '''THEN''' the chairman can set the ''Handled'' flag manually, to indicate that the ''Revised'' contribution can be considered as handled.
; Rev RQ: means that a revision of the contribution is expected. This flag can only be set on the ''noted'' state. This gives additional information indicating that the contribution was discussed and that further decision or conclusion may be reached when the contribution will be revised.

; Rev PreApp : means that the group pre-approves the revision to come. This is to cope with the case where a contribution was discussed and almost accepted assuming the changes mentioned during the discussion are implemented in the revision. The group trusts the source and does not ask to see the revision. This flag can only be set together with the "Rev RQ" flag.

== Access Rights ==

Contribution type

2018-09-25T07:00:50Z

Vreck:

A contribution can be of one of the following types:
*Change Request
*Liaison Statement IN
*Liaison Statement Out
*Meeting Agenda
*Meeting Report
*New Draft
*New WI Proposal/Description
*Other Contribution

Remote Consensus Portlet

2018-08-29T16:07:43Z

Vreck: typo corrected

The remote consensus portlet is available for each TB/WG and displays remote consensuses for selected group(s) in the body selector.

[[File:New_RC_portlet_view.png|450px]]

==List of Remote Consensuses==
The following information is displayed in the list of remote consensuses:

:- [[File:Portlet_view_details.png|15px]] View details of a Remote Consensus

:- [[File:Add_contrib_from_portlet.png|20px]] Add contributions to this Remote Consensus]]

:- [[File:View_report_icon.png|13px]] Access to the Report/Journal of the Remote Consensus

:- The remote consensus reference, with link to the contributions.

:- A quick access to the contributions under remote consensus.

:- The title of the remote consensus

:- The remote consensus start date.

: - The remote consensus end date.

: - The remote consensus status.

==Access to the list of contributions in a Remote Consensus==

The list of contributions under Remote consensus is visible by clicking on the + icon underneath the Remote Consensus reference.

It displays the number and reference of the contributions:

[[File:Fold_out_contrib_list_in_RC.png]]

This allows to view at a glance the title of the contribution, the number of comments and/oppositions.

==View the comments/oppositions and comment direclty from the Remote Consensus portlet==

Click on the glasses icon next to the contributions.

A new window will open directly in the Remote Consensus tab of the contributions.

Contributions old

2018-05-16T14:10:26Z

Vreck: /* Make available a Work Item Proposal */

==CONTRIBUTION SEARCH==

In order to access the Contribution application you first need to be logged in to the ETSI portal (http://portal.etsi.org).

You have two ways of accessing this application:

'''1st way:'''

:Select a Technical body/Working Group/Task Group. On this page you will see the [[Contributions_Portlet|Contributions portlet]] appearing. On the top of this portlet you see two links:

:* New Contribution - to unfold the menu and choose the type of the contribution

:* Full view - to access the contribution list in the application.

'''2nd way'''

: Go on the "Meeting Calendar" Portlet and select the meeting you wish to contribute to. The system displays the following meeting details page.

[[File:Meeting_details.jpg|450px]]

On this above screen you can:

:* Create a New contribution

:* View the contributions that have been attached to this meeting

:* Access the docbox area of all contributions attached to this Technical Body

In the full list view of the contributions; statuses and UID are now displayed in different colours depending on their status: i.e. the reserved status is in blue, the accepted status in green and rejected status in red.

[[File:Query_name.JPG|550px|Contributions full list view]]

On the left side of the above screen, there is a new quick access panel divided in 3 parts:

:* You can access your saved queries

:* You can have direct access to contributions which have been linked to recent, on-going and future meetings

:* You can also have direct access to contributions associated to any committees

This quick access panel can be collapsed by clicking on [[File:Picture2.jpg|10px]]

You may also use the new search panel to retrieve a set of contributions. To use this search options click on the link ''show filter options'' on the up right side of the screen.

[[File:Picture4.jpg|550px]]

You can customize your search by providing data to the most common used filter options. Such as free text, selected community, Meeting, contribution type, status, contribution for...

You also have the possibility to perform your search using advanced filters options. To expand the search options click on the link ''More filter Options''

[[File:More_filter.jpg|550px]]

Select one criterion and click on the [[File:Superior.JPG|30px]] button in order to move it from the "Available Criteria list" to the “Selected Criteria list”, repeat the action should you wish to add other criteria. To select all criteria at once click on [[File:Double_superior.JPG|30px]]. When your selection is finished click on Search.

The system will now ask you to indicate the value for each criterion.

Note: The criterion value and the operator selection depend on the selected search criteria. It can be value selection from a list, value selection from input date fields (using calendar), or free text input.

To save your query and being able to retrieve your favourite ones each time you log in the portal click on the link ''Save query'' at the top of the screen, a pop up window will open asking you the name of your query, fill in the name of your query and click OK:

[[File:Save_Query.jpg|300px|center]]

The custom query is saved and appears on the left part of the screen under "My queries".

Update a saved query:

To update a saved query, click on one of them under "Saved queries" and apply your changes, then click the link ''Save Query''.

===Default view===

You may customize your own contribution list view format. To do so, click on the button [Default view] at the top right of the contribution list which displays the list predefined views.

Note: A view format is a selection of columns of the result grid. It also contains data about the column order, sort, grouping, and width.

[[File:Default_view.jpg|250px|center]]

When selecting the item "Edit view " from the menu as shown in print screen above, a pop-up opens which allows you to customize your preferred view by defining the columns you would like to see displayed in the result grid of contributions. You can also select the order in which the columns are displayed.

See figure below:

[[File:Edit_view_format.jpg|550px|center]]

Should you wish to display all available columns then use the [[File:Double_superior.JPG|30px]] that will move all the items from the left to the right column. Should you wish to remove the selected items except "Contrib ID", "Title" and "Actions which are mandatory, then click on [[File:Multiple_inferior.jpg|30px]]

Should you wish to select items one by one then select the wished item in the left part of the pop-up and use [[File:Superior.JPG|30px]] to move it to the right part. Should you wish to remove one item from the selected list then select this item and click on [[File:Inferior.jpg|30px]]

To order your selected columns use the up and down button on the right of the pop-up screen.

==Creating a Contribution==

'''IMPORTANT: Only logged users can reserve/upload contributions.'''

There are two places on the portal from which a user can reserve a contribution:

* From the Portal [[Contributions_Portlet|Contributions tab]] by clicking on the "New contribution" link and selecting a contribution type in the drop-down menu.

[[File:Contribution_Portlet.jpg|600px]]

* From the Contribution application itself by clicking on "New contribution" button.

[[File:New_contribution.jpg|500px]]

=== Contributing a Meeting Agenda, a Meeting Report, a Change Request, a Liaison Statement, or an "Other contribution" type ===

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UoMe7aXqXPg" frameborder="0" allowfullscreen></iframe>
</html>

The '''Contribution Creation''' screen opens on the '''General''' tab.

==== The General tab ====
[[File:Contribution_Creation.jpg|450px]]

Several attributes need to filled, these attributes will allow categorization and retrieval of contribution documents.

:* '''Title''': free text

:* '''Source''': When clicking on the "Change" button near the field "Source", a pop-up "'''Manage Source'''" opens (see figure below). 4 different types of Source are available:
:** Organisations: a company allowed to contribute to the technical work of a committee
:** ETSI committees: an active ETSI (sub-)Technical Body
:** Roles: Chairman, Vice-Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI support
:** 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) yet all sources of a contribution have to be of the same type.
[[File:Manage_Source.jpg|450px|center]]

:* '''Main Contact''': Is set automatically to the submitter's name of the contribution this field can be enriched by an additional contact in the text field.

:* '''Input for Committee''': group to which the contribution will be submitted

:* '''Contribution for''': to inform the committee whether your contribution is '''for Decision''', '''for Discussion''', or '''Information'''
:: In case your contribution is for decision you then have to describe the expected decision by filling in the "'''Decision/Action requested'''" box

:* '''Meeting - Allocation''':
You can assign a contribution to ONE meeting (and one allocation) by clicking on the "Change" button next to Meeting - Allocation.
Contributions assigned to a meeting are then listed in the Meeting's Document list.

[[File:Attach_meeting.jpg|450px|center]]

The system retrieves all recent, ongoing and future meetings for the related committee (including joint meetings).

There is also the possibility to attach your contribution to an allocation (if some exists). Those allocations could be for instance agenda items.

Selecting a meeting (and an allocation) in the list(s) will display further information in the grey box below. Once the correct selection is made, you can ssign the contribution to your selected meeting with the [Assign] button. The assignment will be effective after saving your contribution.

:* '''Related WIs or deliverables''': You can also attach your contribution to an existing Work Items or deliverable. click on the ''Change'' button

[[File:Related_WI.jpg|450px]]

The system displays all the work items attached to the committee you contribute to, the text field allow you to filter the content of the box or to search for other ETSI work items. It is possible to select more than one work item. Select one Work item in the displayed list and click on the "Add" button, the selected work item appears on the left part of the pop-up with a red cross which allow you to remove it. then click on the "Done" button.

:* '''Abstract''': Free text summarizing the content of the contribution
You then have the possibility to link your contribution to a meeting.

==== The Related Contributions tab ====
You can also refer to one or several other contributions and link them to the contribution you are submitting.

: This feature can be used (for example) to place your contribution in the context of other ones, and help its understanding.

: This feature could also be used to point the attention of the reader to a contribution of another committee which you consider as for interest as well...

To do so, the selection mechanism is similar as for "Add related Work Item", except that instead of linking WIs you are linking other contributions.

==== Saving your contribution ====
Your contribution can now been saved.

Note: As soon as all the mandatory fields from the General Tab have been filled in, the contribution can be Saved(except for ''New WI proposals'' and ''New Drafts'').

Once you click on the Save button, it will receive a Unique contribution Identifier (UID) and a new record will be added to the contribution database.
Your contribution appears now with status '''RESERVED'''.

[[File:Contribution_reserved.jpg|550px]]

'''The next steps are:'''
* Download the Cover Page for your contribution with the "'''Get cover page'''" button: the system will PUSH a contribution template pre-filled with the information you have entered in the General Tab.

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/g9G45s0W-uM" frameborder="0" allowfullscreen></iframe>
</html>

* Edit the contribution details and update

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UehJphAUJyk" frameborder="0" allowfullscreen></iframe>
</html>

* Upload the final contribution with the "'''make available'''" button

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/nTQ420t1w9A" frameborder="0" allowfullscreen></iframe>
</html>

You can Make available a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Upload/Make Available" button.

Or you can Upload a contribution from the full list view by clicking on the [upload] Icon on the line of the RESERVED contribution:

[[File:Make_ava_from_list.jpg|550px]]

==== Revising a contribution ====

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/Gs7Hwl-AttM" frameborder="0" allowfullscreen></iframe>
</html>

You can Revise a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Revise" button.

Or you can Revise a contribution from the full list view by clicking on the [Revise] Icon on the line of the AVAILABLE or NOTED contribution:

[[File:Revise.jpg|550px]]

===Contribute/Create a New Work Item Proposal===
To create a New Work Item (NWI) proposal, log in the ETSI portal with your EOL account and click on the Technical Body you intend to contribute to.

[[File: Login_banner.png|700px|center]]

In the Contributions portlet, click on "New contribution" and select the type "New WI Proposal / Description" from the drop down list.

[[File: Newcontrib_droplist.png|550px|center]]

To create a NWI proposal, you first need to fill in the attributes from the general tab:

[[File: NWIgeneral_tab.png|500px|center]]

After having filled in the attributes from this tab, then click on "WI Details" tab.
This tab reflects the content of the New Work Item sheet you are used to utilize.

[[File: WIdetails_complete_NWI.PNG|600px|center]]

Fill in the following mandatory attributes in order to present the proposal to the community:

:* ‘‘‘WI committee’’’

:* ‘‘‘Deliverable’’’
: Select either a New Work Item or Revision of an Existing Work Item.

:* ‘‘‘Formal Title 1 and 2’’’
: If it is a Revision, the system will retrieve most information from the ETSI Work Programme.

:* ‘‘‘Scope of the work’’’

You can present your contribution to the chosen Committee with only those 4 fields filled in. Nevertheless you will need to inform the system about the other fields in order to be able to "accept" this Work Item.

In addition to the above listed fields, the following fields are mandatory to pass the Work Item proposal from the status "available" to "accepted":

:* ‘‘‘Standard type’’’
: Choose in the drop down list from the six ETSI deliverable types: EN, TR, TS, EG, ES, GS

:* ‘‘‘To be published as version’’’
: If it is a New Work Item, then by default, the version will be 1.1.1

:* ‘‘‘Requested WI reference’’’
: The system will automatically attribute the next available number.

:* ‘‘‘Rapporteur’’’
: Enter the name of the rapporteur, the system will propose matching results and complete the entry automatically.

:* ‘‘‘Supporting Companies’’’
: A minimum of 4 supporting companies is requested. Click on the button “Add/Remove” and enter the name in the new window. Double click to select and add the company. The company’s details appear at the bottom. When done, click “Done” to save the selection and close the window.

[[File: Add_supp_orga.PNG|450px|center]]

:* ‘‘‘Schedule’’’
: A NWI proposal needs at least the TB adoption, WG and TB approval dates in the schedule in order to be accepted.

: ‘‘‘Note: For deliverable type EN’’’, an extra line will appear. Select the Procedure, whether or not it is a Harmonized Standard and Mandate if applicable.

:* ‘‘‘Keywords’’’
: To select the Keywords, click on “Add/Remove”. Search the keywords and add them with a double click. Click “Done” to save the selection and close the window.

‘‘‘IMPORANT NOTE: If this a Revision of an existing Work Item’’’, then you can enter the ETSI number (e.g. EN 383 001) or the reference of the Work Item to be revised (e.g. DEN/TISPAN-03008) and the system will retrieve all the information available from the Work Programme.

Example of a NWI revision:

[[File:WIdetails_complete_revision.PNG|450px|center]]

==== Check your Work Item Proposal ====

During the creation of the Work Item Proposal, the system displays a warning on the top right corner of the WI details tab.

It will display “WI proposal is NOT READY” until all the mandatory fields necessary to accept the proposal are filled in. You may mouse over this warning to see what information is missing.

[[File:Warning_with_info.png|400px|center]]

The warning is refreshed automatically.
Once the Work Item is complete and ready for approval, the system will display the following warning:

[[File:Warning_green.PNG|550px|center]]

To save your proposal, click on the "Save changes" button, at the bottom of the window. The system retrieves your contribution details.

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

: You may leave your contribution in the "reserved" status and complete it later on. Click then on “Complete later”.

[[File:WI_not_complete.PNG|350px|center]]

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

: You may leave your contribution in the "reserved" status and make it available later on. Click then on “No later”.

[[File:Pop_up_save_complete.PNG|350px|center]]

In either case, you will see a confirmation that you contribution has been reserved, with the contribution number allocated.

[[File:Confirmation_reserve.jpg|550px|center]]

====Make available a Work Item Proposal====

You can make available a Work Item proposal which is in "Reserved" Status.

To make it available you need to proceed to the upload of the contribution which is done automatically for this type of contribution.

NOTE: For the Work Item Proposal Contribution, there is no need to get cover page as the system will take all data and generate it automatically.

There are two ways of making available a New Work Item Proposal.

: '''From the “Save changes” button'''
: If you wish to make your proposal right away, click “Yes now”.

[[File:Pop_up_save_complete.PNG|350px|center]]

You will be redirected to the following screen.

[[File:Automatic_generation.jpg|450px|center]]

: '''From the reservation confirmation screen'''

[[File:Confirmation_reserve.jpg|450px|center]]

Click on "Upload/Make available", a pop-up is displayed

[[File:Automatic_generation.jpg|450px|center]]

Select if you wish to upload a cover page from your computer or if you want it to be generated by the system itself and then click on "Make Available" and the system will generate a zip file with the cover page and the Work Item sheet.

Your New Work Item proposal is now in status "Available".

[[File:NWIavailable.png|550px|center]]

''At this stage, updating the proposal is still possible, however it requires to'' [Revise] ''the contribution.''

===== The Preliminary Work Item number (PWI) =====

Once a NWI contribution is reserved and or made available to the community, a Preliminary Work Item number (PWI) is attributed. It is the identification number of the Work Item until it is approved at the Technical Body level.

The PWI number consists of the following:

:::::: '''“PWI_TBname_Year+sequence number_version”'''

(For example, PWI_TETRA01_1204_1 is a proposed Work Item to TETRA WG1, the 4th proposal in 2012 and it is currently version 1 of the proposal).

That PWI number is visible on top of the WI Details tab in the NWI proposal:

[[File:PWI_WI_details_tab.PNG|350px|center]]

It can also be found in the contribution file, in the New Work Item sheet:

[[File:PWI_WI_sheet.png|500px|center]]

====Change the status of a contribution of type NWI proposal====

To change the status of the contribution, go the Contribution portlet.

Click on the [[File:Glasses_icon.PNG]] on the line of your contribution. This will open the details of the contribution.

[[File:Status_buttons.png|550px|center]]

There are four changes possible changes to the status:
: '''Accept'''
: '''Reject'''
: '''Note '''
: '''Withdraw'''

Click on the appropriate status button. A pop-up will open allowing you to enter some comments

[[File:Status_confirm_popup.png|350px|center]]

Click “OK”. The status is updated in the General tab of your contribution:

[[File:Gen_tab_Accepted_status.png|550px|center]]

From this same screen, you may progress the Work Item to the parent Technical Body for adoption.

See description under section [[Contributions#Progress_the_New_Work_Item_to_the_Technical_Body|Progress the New Work Item to Technical Body]] of the Contribution application helpfiles.

==== Progress the New Work Item to the Technical Body ====

Should you have created a New Work Item at Working Group/Task Group level and got it approved by this WG/TG; you will need to get it approved by the Parent Technical Body.

To do that click on the [[File:Glasses_icon.PNG]] in the contribution application for the concerned NWI proposal.

In the contribution General tab, click on [[File:Submit_tbappr_button.PNG|170px]]

A drop down list appears with all the upcoming meeting of the parent Technical Body. Select the meeting the contribution should be attached to, or “No meeting” if applicable.

[[File:Submit_tb_approval.png|550px|center]]

'''Warning:''' beware there is no confirmation requested. Once the meeting selected (or “No meeting”), the contribution will be submitted right away.

===Contributing a draft===
Contributing a draft means '''embedding an available draft in a contribution''' and contributing that contribution to the community for decision, for discussion, or for information. The first step consists in uploading a draft via the Latest Draft application, the second step then consists in embedding the drat in a contribution. This second step is necessary, especially when the rapporteur wants a specific version of his draft to be discussed and/or approved by the community.

<small>Note that after publication of a Work Item as an ETSI deliverable, drafts are no longer accessible (usually deleted), whereas contributions are never deleted.</small>

There are '''two ways''' of embedding a draft in a contribution and contributing it:

*The easiest way is to start '''from the Latest Drafts application''', either by uploading a new draft (with the [[Image:update.gif|15px||alt=Upload icon|Upload icon]] icon) and contributing it on-the-fly, or by contributing and already-available draft (with the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon).

*The second way starts '''from the Contribution application'''. This approach is <span style=color:red>'''recommended when contributing a Working Group draft to its parent group''' </span> (Example: WG draft contributed to plenary for approval).

====From the Latest Draft application====

The Latest Draft application is available on every Technical Body's portal page, from there, you will upload and/or contribute a draft in a few clicks. Follow the instructions in the [[Latest_Drafts#Latest_Draft_Screen_Content| Latest Draft wiki]].

* If you just uploaded a new draft, the successful upload confirmation message will prompt you to [[File:Contribute_draft_now_button.PNG]].
[[File:Draft_upload_confirmation.png|right|500px]]

* You can also contribute an available draft at any time by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to the relevant version on the [[Latest_Drafts#Latest_Draft_Screen_Content|Latest Draft screen]].

After clicking on the [CONTRIBUTE this draft version now] button or on a [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon, the portal will open a "NEW CONTRIBUTION" window. On that window you will notice that the contribution type is set to ''New Draft'' and that a specific '''Draft''' tab has been inserted after the '''General''' tab.

The ''New Draft''tab has already been filled with the draft's meta-data (Committee, reference, version), and in the '''General''' tab most fields have already been pre-filled as well.

You still have to:
*Decide if you contribute the draft for '''Decision''', for '''Discussion''', or for '''Information'''.
You may also:
*Link the contribution to a meeting
*Add an abstract to your contribution

Once this done, click on the '''[Save Changes]''' button to reserve the contribution, and then on the '''[Upload/Make Available]''' one.
An intermediate pop-up will appear: just follow the instructions and acknowledge, at this this stage the portal has enough information to create the contribution file and upload it without any further action from you.

====From the Contribution application====
This approach is recommended when contributing a Working Group draft to its parent group (Example: a Working Group draft contributed to plenary for approval).
[[File:Contribution_Portlet.jpg|600px|center]]
* From the Portal [[Contributions_Portlet|Contributions application]] click on the "New contribution" link and select "New Draft"

An empty contribution-creation-window will appear, this window has a specific '''[Draft]''' tab (which does not appear when reserving other types of contributions).

⇒ '''Before anything else''', select the appropriate "Input for committee" in the '''[General]''' tab of the contribution-creation-window. This is the committee in which the contribution will be created .

'''Important:''' when a Working Group draft will be contributed to the parent group (i.e. to the plenary) select the parent group here, not the Working Group.
[[File:Draft_tab_from_contrib_app.png|right|500px]]
'''Then''', switch to the '''[Draft]''' tab and select:
:* The '''WI committee''' (or Working Group) from which the draft is issued
:* The '''WI reference''': drop-down list of all active WIs belonging to the selected committee.
:* The appropriate '''Version''': drop-down list displaying all available draft versions for the selected WI.

Go back to the '''[General]''' Tab → the title field should have been automatically filled with meta-data retrieved from the draft you selected.

Fill-in the remaining fields: choose whether your draft is for information, discussion or decision, type free text in the abstract box and allocate your contribution to a meeting.

When done, click on the [Save Changes] button to reserve a contribution number and then on the [[File:Upload_make_avail_button.PNG]] one to upload the contribution.
An intermediate pop-up may appear: just follow the instructions and acknowledge, at this this stage the portal has enough information to create the contribution file and upload it without any further action from you.

Latest Drafts

2018-04-17T08:35:34Z

Vreck: /* Contributing a draft */

Latest Drafts

2018-04-17T08:31:38Z

Vreck: /* Latest Draft Screen Content */

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

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

== Latest Draft Screen Content ==
The screen shows the list of active work items and their associated drafts.
[[File:LDportlet_delegate_mode.PNG|550px|right]]

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

Then for each Work Item:

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

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

[[File: Popup new draft.PNG|300px|thumb|right|Manage drafts]]

==Uploading a new draft==

After clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon, a pop-up will appear and prompt you for the following information:
* The '''file''' to upload as latest draft
* The '''version''' of the new draft (Vx.y.z) as it will appear on the portal
* The new '''maturity status''' of the uploaded draft (early, stable, final).
* Comments (optional)

Note also that the pop-up allows you to perform other tasks like:
* Changing the maturity status of the last uploaded draft (eg: from ''stable'' to ''final'')
* Managing (changing) target dates for the Work Item milestones (depending on your role and access rights).

Upon successful upload, the confirmation window will display the path and filename of the uploaded draft and prompt the user to CONTRIBUTE the draft on-the-fly, i.e. to encapsulate the draft in a contribution and to make it available to the (Working-)Group as a meeting contribution.
[[File:Draft_upload_confirmation.png|center|600px]]

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

Note: the upload facility is disabled for the work items that are under TB Approval or TB resolution, they are "Frozen". The [[Image:update.gif|15px||alt=Update icon|Update icon]] icon appears only for logged users who have upload rights.

[[File:Manage_Drafts.png|300px|thumb|right|Manage drafts]]
==Contributing a draft==
In order to be discussed (or approved) at a meeting, a draft should be "contributed" to that meeting, i.e. embedded in a contribution for that meeting.

There are several ways to contribute an uploaded draft ([[Contributions#Contributing_a_draft|more details here]]).

# immediately after upload by following the instruction on the upload confirmation window.
# at a later stage by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to a draft version.

==Changing the status of an available draft==

When clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon, the upload pop-up will also allow some users (depending on their access rights) to update the '''maturity''' status of the last uploaded draft (eg: from ''Stable'' to ''Final'' draft).

When changing the status of an existing draft version, it is necessary to provide the following information:
* targeted maturity milestone of the updated draft version
* Comments (optional)

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

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

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

To do so click on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon (same icon as to upload a new draft).

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

[[File:Manage_drafts.png|300px]]

A second pop-up window will open:

[[File:Manage_target_dates.png|300px]]

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

2017-01-19T17:29:53Z

Vreck: Vreck uploaded a new version of File:Contribution Portlet.jpg

Contributions old

2017-01-19T17:27:05Z

Vreck: /* CREATE A CONTRIBUTION */

==CONTRIBUTION SEARCH==

In order to access the Contribution application you first need to be logged in to the ETSI portal (http://portal.etsi.org).

You have two ways of accessing this application:

'''1st way:'''

:Select a Technical body/Working Group/Task Group. On this page you will see the [[Contributions_Portlet|Contributions portlet]] appearing. On the top of this portlet you see two links:

:* New Contribution - to unfold the menu and choose the type of the contribution

:* Full view - to access the contribution list in the application.

'''2nd way'''

: Go on the "Meeting Calendar" Portlet and select the meeting you wish to contribute to. The system displays the following meeting details page.

[[File:Meeting_details.jpg|450px]]

On this above screen you can:

:* Create a New contribution

:* View the contributions that have been attached to this meeting

:* Access the docbox area of all contributions attached to this Technical Body

In the full list view of the contributions; statuses and UID are now displayed in different colours depending on their status: i.e. the reserved status is in blue, the accepted status in green and rejected status in red.

[[File:Query_name.JPG|550px|Contributions full list view]]

On the left side of the above screen, there is a new quick access panel divided in 3 parts:

:* You can access your saved queries

:* You can have direct access to contributions which have been linked to recent, on-going and future meetings

:* You can also have direct access to contributions associated to any committees

This quick access panel can be collapsed by clicking on [[File:Picture2.jpg|10px]]

You may also use the new search panel to retrieve a set of contributions. To use this search options click on the link ''show filter options'' on the up right side of the screen.

[[File:Picture4.jpg|550px]]

You can customize your search by providing data to the most common used filter options. Such as free text, selected community, Meeting, contribution type, status, contribution for...

You also have the possibility to perform your search using advanced filters options. To expand the search options click on the link ''More filter Options''

[[File:More_filter.jpg|550px]]

Select one criterion and click on the [[File:Superior.JPG|30px]] button in order to move it from the "Available Criteria list" to the “Selected Criteria list”, repeat the action should you wish to add other criteria. To select all criteria at once click on [[File:Double_superior.JPG|30px]]. When your selection is finished click on Search.

The system will now ask you to indicate the value for each criterion.

Note: The criterion value and the operator selection depend on the selected search criteria. It can be value selection from a list, value selection from input date fields (using calendar), or free text input.

To save your query and being able to retrieve your favourite ones each time you log in the portal click on the link ''Save query'' at the top of the screen, a pop up window will open asking you the name of your query, fill in the name of your query and click OK:

[[File:Save_Query.jpg|300px|center]]

The custom query is saved and appears on the left part of the screen under "My queries".

Update a saved query:

To update a saved query, click on one of them under "Saved queries" and apply your changes, then click the link ''Save Query''.

===Default view===

You may customize your own contribution list view format. To do so, click on the button [Default view] at the top right of the contribution list which displays the list predefined views.

Note: A view format is a selection of columns of the result grid. It also contains data about the column order, sort, grouping, and width.

[[File:Default_view.jpg|250px|center]]

When selecting the item "Edit view " from the menu as shown in print screen above, a pop-up opens which allows you to customize your preferred view by defining the columns you would like to see displayed in the result grid of contributions. You can also select the order in which the columns are displayed.

See figure below:

[[File:Edit_view_format.jpg|550px|center]]

Should you wish to display all available columns then use the [[File:Double_superior.JPG|30px]] that will move all the items from the left to the right column. Should you wish to remove the selected items except "Contrib ID", "Title" and "Actions which are mandatory, then click on [[File:Multiple_inferior.jpg|30px]]

Should you wish to select items one by one then select the wished item in the left part of the pop-up and use [[File:Superior.JPG|30px]] to move it to the right part. Should you wish to remove one item from the selected list then select this item and click on [[File:Inferior.jpg|30px]]

To order your selected columns use the up and down button on the right of the pop-up screen.

==CREATE A CONTRIBUTION==

'''IMPORTANT: Only logged users can reserve/upload contributions.'''

There are two places on the portal from which a user can reserve a contribution:

* From the Portal [[Contributions_Portlet|Contributions tab]] by clicking on the "New contribution" link and selecting a contribution type in the drop-down menu.

[[File:Contribution_Portlet.jpg|450px]]

* From the Contribution application itself by clicking on "New contribution".

[[File:New_contribution.jpg|250px]]

=== Contributing a Meeting Agenda, a Meeting Report, a Change Request, a Liaison Statement, or an "Other contribution" type ===

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UoMe7aXqXPg" frameborder="0" allowfullscreen></iframe>
</html>

The '''Contribution Creation''' screen opens on the '''General''' tab.

==== The General tab ====
[[File:Contribution_Creation.jpg|450px]]

Several attributes need to filled, these attributes will allow categorization and retrieval of contribution documents.

:* '''Title''': free text

:* '''Source''': When clicking on the "Change" button near the field "Source", a pop-up "'''Manage Source'''" opens (see figure below). 4 different types of Source are available:
:** Organisations: a company allowed to contribute to the technical work of a committee
:** ETSI committees: an active ETSI (sub-)Technical Body
:** Roles: Chairman, Vice-Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI support
:** 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) yet all sources of a contribution have to be of the same type.
[[File:Manage_Source.jpg|450px|center]]

:* '''Main Contact''': Is set automatically to the submitter's name of the contribution this field can be enriched by an additional contact in the text field.

:* '''Input for Committee''': group to which the contribution will be submitted

:* '''Contribution for''': to inform the committee whether your contribution is '''for Decision''', '''for Discussion''', or '''Information'''
:: In case your contribution is for decision you then have to describe the expected decision by filling in the "'''Decision/Action requested'''" box

:* '''Meeting - Allocation''':
You can assign a contribution to ONE meeting (and one allocation) by clicking on the "Change" button next to Meeting - Allocation.
Contributions assigned to a meeting are then listed in the Meeting's Document list.

[[File:Attach_meeting.jpg|450px|center]]

The system retrieves all recent, ongoing and future meetings for the related committee (including joint meetings).

There is also the possibility to attach your contribution to an allocation (if some exists). Those allocations could be for instance agenda items.

Selecting a meeting (and an allocation) in the list(s) will display further information in the grey box below. Once the correct selection is made, you can ssign the contribution to your selected meeting with the [Assign] button. The assignment will be effective after saving your contribution.

:* '''Related WIs or deliverables''': You can also attach your contribution to an existing Work Items or deliverable. click on the ''Change'' button

[[File:Related_WI.jpg|450px]]

The system displays all the work items attached to the committee you contribute to, the text field allow you to filter the content of the box or to search for other ETSI work items. It is possible to select more than one work item. Select one Work item in the displayed list and click on the "Add" button, the selected work item appears on the left part of the pop-up with a red cross which allow you to remove it. then click on the "Done" button.

:* '''Abstract''': Free text summarizing the content of the contribution
You then have the possibility to link your contribution to a meeting.

==== The Related Contributions tab ====
You can also refer to one or several other contributions and link them to the contribution you are submitting.

: This feature can be used (for example) to place your contribution in the context of other ones, and help its understanding.

: This feature could also be used to point the attention of the reader to a contribution of another committee which you consider as for interest as well...

To do so, the selection mechanism is similar as for "Add related Work Item", except that instead of linking WIs you are linking other contributions.

==== Saving your contribution ====
Your contribution can now been saved.

Note: As soon as all the mandatory fields from the General Tab have been filled in, the contribution can be Saved(except for ''New WI proposals'' and ''New Drafts'').

Once you click on the Save button, it will receive a Unique contribution Identifier (UID) and a new record will be added to the contribution database.
Your contribution appears now with status '''RESERVED'''.

[[File:Contribution_reserved.jpg|550px]]

'''The next steps are:'''
* Download the Cover Page for your contribution with the "'''Get cover page'''" button: the system will PUSH a contribution template pre-filled with the information you have entered in the General Tab.

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/g9G45s0W-uM" frameborder="0" allowfullscreen></iframe>
</html>

* Edit the contribution details and update

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UehJphAUJyk" frameborder="0" allowfullscreen></iframe>
</html>

* Upload the final contribution with the "'''make available'''" button

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/nTQ420t1w9A" frameborder="0" allowfullscreen></iframe>
</html>

You can Make available a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Upload/Make Available" button.

Or you can Upload a contribution from the full list view by clicking on the [upload] Icon on the line of the RESERVED contribution:

[[File:Make_ava_from_list.jpg|550px]]

==== Revising a contribution ====

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/Gs7Hwl-AttM" frameborder="0" allowfullscreen></iframe>
</html>

You can Revise a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Revise" button.

Or you can Revise a contribution from the full list view by clicking on the [Revise] Icon on the line of the AVAILABLE or NOTED contribution:

[[File:Revise.jpg|550px]]

===Contribute/Create a New Work Item Proposal===
To create a New Work Item (NWI) proposal, log in the ETSI portal with your EOL account and click on the Technical Body you intend to contribute to.

[[File: Login_banner.png|700px|center]]

In the Contributions portlet, click on "New contribution" and select the type "New WI Proposal / Description" from the drop down list.

[[File: Newcontrib_droplist.png|550px|center]]

To create a NWI proposal, you first need to fill in the attributes from the general tab:

[[File: NWIgeneral_tab.png|500px|center]]

After having filled in the attributes from this tab, then click on "WI Details" tab.
This tab reflects the content of the New Work Item sheet you are used to utilize.

[[File: WIdetails_complete_NWI.PNG|600px|center]]

Fill in the following mandatory attributes in order to present the proposal to the community:

:* ‘‘‘WI committee’’’

:* ‘‘‘Deliverable’’’
: Select either a New Work Item or Revision of an Existing Work Item.

:* ‘‘‘Formal Title 1 and 2’’’
: If it is a Revision, the system will retrieve most information from the ETSI Work Programme.

:* ‘‘‘Scope of the work’’’

You can present your contribution to the chosen Committee with only those 4 fields filled in. Nevertheless you will need to inform the system about the other fields in order to be able to "accept" this Work Item.

In addition to the above listed fields, the following fields are mandatory to pass the Work Item proposal from the status "available" to "accepted":

:* ‘‘‘Standard type’’’
: Choose in the drop down list from the six ETSI deliverable types: EN, TR, TS, EG, ES, GS

:* ‘‘‘To be published as version’’’
: If it is a New Work Item, then by default, the version will be 1.1.1

:* ‘‘‘Requested WI reference’’’
: The system will automatically attribute the next available number.

:* ‘‘‘Rapporteur’’’
: Enter the name of the rapporteur, the system will propose matching results and complete the entry automatically.

:* ‘‘‘Supporting Companies’’’
: A minimum of 4 supporting companies is requested. Click on the button “Add/Remove” and enter the name in the new window. Double click to select and add the company. The company’s details appear at the bottom. When done, click “Done” to save the selection and close the window.

[[File: Add_supp_orga.PNG|450px|center]]

:* ‘‘‘Schedule’’’
: A NWI proposal needs at least the TB adoption, WG and TB approval dates in the schedule in order to be accepted.

: ‘‘‘Note: For deliverable type EN’’’, an extra line will appear. Select the Procedure, whether or not it is a Harmonized Standard and Mandate if applicable.

:* ‘‘‘Keywords’’’
: To select the Keywords, click on “Add/Remove”. Search the keywords and add them with a double click. Click “Done” to save the selection and close the window.

‘‘‘IMPORANT NOTE: If this a Revision of an existing Work Item’’’, then you can enter the ETSI number (e.g. EN 383 001) or the reference of the Work Item to be revised (e.g. DEN/TISPAN-03008) and the system will retrieve all the information available from the Work Programme.

Example of a NWI revision:

[[File:WIdetails_complete_revision.PNG|450px|center]]

==== Check your Work Item Proposal ====

During the creation of the Work Item Proposal, the system displays a warning on the top right corner of the WI details tab.

It will display “WI proposal is NOT READY” until all the mandatory fields necessary to accept the proposal are filled in. You may mouse over this warning to see what information is missing.

[[File:Warning_with_info.png|400px|center]]

The warning is refreshed automatically.
Once the Work Item is complete and ready for approval, the system will display the following warning:

[[File:Warning_green.PNG|550px|center]]

To save your proposal, click on the "Save changes" button, at the bottom of the window. The system retrieves your contribution details.

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

: You may leave your contribution in the "reserved" status and complete it later on. Click then on “Complete later”.

[[File:WI_not_complete.PNG|350px|center]]

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

: You may leave your contribution in the "reserved" status and make it available later on. Click then on “No later”.

[[File:Pop_up_save_complete.PNG|350px|center]]

In either case, you will see a confirmation that you contribution has been reserved, with the contribution number allocated.

[[File:Confirmation_reserve.jpg|550px|center]]

====Make available a Work Item Proposal====

You can make available a Work Item proposal which is in "Reserved" Status.

To make it available you need to proceed to the upload of the contribution which is done automatically for this type of contribution.

NOTE: For the Work Item Proposal Contribution, there is no need to get cover page as the system will take all data and generate it automatically.

There are two ways of making available a New Work Item Proposal.

: '''From the “Save changes” button'''
: If you wish to make your proposal right away, click “Yes now”.

[[File:Pop_up_save_complete.PNG|350px|center]]

You will be redirected to the following screen.

[[File:Automatic_generation.jpg|450px|center]]

: '''From the reservation confirmation screen'''

[[File:Confirmation_reserve.jpg|450px|center]]

Click on "Upload/Make available", a pop-up is displayed

[[File:Automatic_generation.jpg|450px|center]]

Select if you wish to upload a cover page from your computer or if you want it to be generated by the system itself and then click on "Make Available" and the system will generate a zip file with the cover page and the Work Item sheet.

Your New Work Item proposal is now in status "Available".

[[File:NWIavailable.png|550px|center]]

===== The Preliminary Work Item number (PWI) =====

Once a NWI contribution is reserved and or made available to the community, a Preliminary Work Item number (PWI) is attributed. It is the identification number of the Work Item until it is approved at the Technical Body level.

The PWI number consists of the following:

:::::: '''“PWI_TBname_Year+sequence number_version”'''

(For example, PWI_TETRA01_1204_1 is a proposed Work Item to TETRA WG1, the 4th proposal in 2012 and it is currently version 1 of the proposal).

That PWI number is visible on top of the WI Details tab in the NWI proposal:

[[File:PWI_WI_details_tab.PNG|350px|center]]

It can also be found in the contribution file, in the New Work Item sheet:

[[File:PWI_WI_sheet.png|500px|center]]

====Change the status of a contribution of type NWI proposal====

To change the status of the contribution, go the Contribution portlet.

Click on the [[File:Glasses_icon.PNG]] on the line of your contribution. This will open the details of the contribution.

[[File:Status_buttons.png|550px|center]]

There are four changes possible changes to the status:
: '''Accept'''
: '''Reject'''
: '''Note '''
: '''Withdraw'''

Click on the appropriate status button. A pop-up will open allowing you to enter some comments

[[File:Status_confirm_popup.png|350px|center]]

Click “OK”. The status is updated in the General tab of your contribution:

[[File:Gen_tab_Accepted_status.png|550px|center]]

From this same screen, you may progress the Work Item to the parent Technical Body for adoption.

See description under section [[Contributions#Progress_the_New_Work_Item_to_the_Technical_Body|Progress the New Work Item to Technical Body]] of the Contribution application helpfiles.

==== Progress the New Work Item to the Technical Body ====

Should you have created a New Work Item at Working Group/Task Group level and got it approved by this WG/TG; you will need to get it approved by the Parent Technical Body.

To do that click on the [[File:Glasses_icon.PNG]] in the contribution application for the concerned NWI proposal.

In the contribution General tab, click on [[File:Submit_tbappr_button.PNG|170px]]

A drop down list appears with all the upcoming meeting of the parent Technical Body. Select the meeting the contribution should be attached to, or “No meeting” if applicable.

[[File:Submit_tb_approval.png|550px|center]]

'''Warning:''' beware there is no confirmation requested. Once the meeting selected (or “No meeting”), the contribution will be submitted right away.

===Contributing a draft===
Contributing a draft means '''embedding an available draft in a contribution''' and contributing that contribution to the community for decision, for discussion, or for information. The first step consists in uploading a draft via the Latest Draft application, the second step then consists in embedding the drat in a contribution. This second step is necessary, especially when the rapporteur wants a specific version of his draft to be discussed and/or approved by the community.

<small>Note that after publication of a Work Item as an ETSI deliverable, drafts are no longer accessible (usually deleted), whereas contributions are never deleted.</small>

There are '''two ways''' of embedding a draft in a contribution and contributing it:

*The easiest way is to start '''from the Latest Drafts application''', either by uploading a new draft (with the [[Image:update.gif|15px||alt=Upload icon|Upload icon]] icon) and contributing it on-the-fly, or by contributing and already-available draft (with the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon).

*The second way starts '''from the Contribution application'''. This approach is <span style=color:red>'''recommended when contributing a Working Group draft to its parent group''' </span> (Example: WG draft contributed to plenary for approval).

====From the Latest Draft application====

The Latest Draft application is available on every Technical Body's portal page, from there, you will upload and/or contribute a draft in a few clicks. Follow the instructions in the [[Latest_Drafts#Latest_Draft_Screen_Content| Latest Draft wiki]].

* If you just uploaded a new draft, the successful upload confirmation message will prompt you to [[File:Contribute_draft_now_button.PNG]].
[[File:Draft_upload_confirmation.png|right|500px]]

* You can also contribute an available draft at any time by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to the relevant version on the [[Latest_Drafts#Latest_Draft_Screen_Content|Latest Draft screen]].

After clicking on the [CONTRIBUTE this draft version now] button or on a [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon, the portal will open a "NEW CONTRIBUTION" window. On that window you will notice that the contribution type is set to ''New Draft'' and that a specific '''Draft''' tab has been inserted after the '''General''' tab.

The ''New Draft''tab has already been filled with the draft's meta-data (Committee, reference, version), and in the '''General''' tab most fields have already been pre-filled as well.

You still have to:
*Decide if you contribute the draft for '''Decision''', for '''Discussion''', or for '''Information'''.
You may also:
*Link the contribution to a meeting
*Add an abstract to your contribution

Once this done, click on the '''[Save Changes]''' button to reserve the contribution, and then on the '''[Upload/Make Available]''' one.
An intermediate pop-up will appear: just follow the instructions and acknodledge, at this this stage the portal has enough information to create the contribution file and upload it without any further action from you.

Now that your draft is available of the latest drafts server you can contribute it from this application by clicking the [[File:Contribute.jpg|15px]] button that will directly drive you to the creation screen of the contribution application.

[[File:Gen_tab_Draft_creation.PNG|450px|center]]

The "General" Tab is pre-filled with all information the system could retrieve from the Latest draft application.
Fill-in the Title, choose whether your draft is for information, discussion or decision, you can type free text in the abstract box and allocate to a meeting. When done, select the tab "Draft" at the Top of this window.

[[File:Draft_tab_draft_creation.PNG|450px|center]]

The system has retrieved all information in relation to the draft you have uploaded on latest drafts and that you are contributing to the Technical Committee.

You can also attach your contribution to:

- The related work item tab is pre filled by system with the right Work Item reference of your draft

- Related contribution

====Reserve a contribution of type "DRAFT" from the Contribution application====
To contribute a draft from the contribution application, first repeat the steps described in [[Contributions#CREATE_A_CONTRIBUTION|Part 2.CREATE A CONTRIBUTION]] of the present page, choose the type "New draft" from the list of contribution types.

The system displays the general Tab which you are asked to fill in, ... click on the tab "Draft" at the top of the window. The system will display the following screen:

[[File:Draft_tab_from_contrib_app.png|center|500px]]

From this screen you will select:

:*'''WI committee''': drop-down list of all ETSI committees.

:*'''WI reference''': drop-down list of all active WIs belonging to the selected committee.

:* '''Version''': drop-down list displaying the available draft versions for this WI (i.e. drafts that have already been uploaded on the server via the Latest Draft application).

If the draft version that you want to contribute is only on your PC (i.e. '''if it has not yet been uploaded on the ETSI server'''), then select “Upload new draft” in the dropdown, this will open the Latest Draft pop-up window that will allow you to upload it.

[[File:Manage_your_draft.jpg|center|370px]]

From this pop-up, upload your draft and click on "Save": your draft will be uploaded in the drafts area of the relevant committee.
Once back in the Draft tab of the Contribution screen, you will be able to select and contribute the draft version that you have just uploaded.

Click "Save" when you contribution is all done. Your contribution is now in a "Reserved" State, <u>it is still not physically available in the contribution area</u>.

====Make Available a contribution of type "DRAFT"====

As the draft you are contributing is already on the server, the systems knows where to find it, therefore all you have to upload (to make your contribution available) is a cover page that will be zipped together with the draft.
Click on the button [[File:Upload_make_avail_button.PNG]]

You have two possibilities:
:* Upload the automated cover page from the system:
: This option is ticked by default.

:* Upload your own cover page:
: Tick “Cover page you may upload from your computer” and choose your file.

[[File:Cover_page_choice.png|440px|center]]

The system has retrieved the draft from the Latest draft application and added the cover page into a zip file.

Your contribution is uploaded and appears as "Available" in the list of contributions.

Note: You can also upload your draft cover page from the full list view in the contribution application by clicking on the glasses icon. To make available your contribution, use the icon "Upload contribution" on the line of your contribution:

[[File:Make_ava_from_list.jpg|650px|center]]

Contributions old

2017-01-19T17:25:23Z

Vreck: /* CREATE A CONTRIBUTION */

==CONTRIBUTION SEARCH==

In order to access the Contribution application you first need to be logged in to the ETSI portal (http://portal.etsi.org).

You have two ways of accessing this application:

'''1st way:'''

:Select a Technical body/Working Group/Task Group. On this page you will see the [[Contributions_Portlet|Contributions portlet]] appearing. On the top of this portlet you see two links:

:* New Contribution - to unfold the menu and choose the type of the contribution

:* Full view - to access the contribution list in the application.

'''2nd way'''

: Go on the "Meeting Calendar" Portlet and select the meeting you wish to contribute to. The system displays the following meeting details page.

[[File:Meeting_details.jpg|450px]]

On this above screen you can:

:* Create a New contribution

:* View the contributions that have been attached to this meeting

:* Access the docbox area of all contributions attached to this Technical Body

In the full list view of the contributions; statuses and UID are now displayed in different colours depending on their status: i.e. the reserved status is in blue, the accepted status in green and rejected status in red.

[[File:Query_name.JPG|550px|Contributions full list view]]

On the left side of the above screen, there is a new quick access panel divided in 3 parts:

:* You can access your saved queries

:* You can have direct access to contributions which have been linked to recent, on-going and future meetings

:* You can also have direct access to contributions associated to any committees

This quick access panel can be collapsed by clicking on [[File:Picture2.jpg|10px]]

You may also use the new search panel to retrieve a set of contributions. To use this search options click on the link ''show filter options'' on the up right side of the screen.

[[File:Picture4.jpg|550px]]

You can customize your search by providing data to the most common used filter options. Such as free text, selected community, Meeting, contribution type, status, contribution for...

You also have the possibility to perform your search using advanced filters options. To expand the search options click on the link ''More filter Options''

[[File:More_filter.jpg|550px]]

Select one criterion and click on the [[File:Superior.JPG|30px]] button in order to move it from the "Available Criteria list" to the “Selected Criteria list”, repeat the action should you wish to add other criteria. To select all criteria at once click on [[File:Double_superior.JPG|30px]]. When your selection is finished click on Search.

The system will now ask you to indicate the value for each criterion.

Note: The criterion value and the operator selection depend on the selected search criteria. It can be value selection from a list, value selection from input date fields (using calendar), or free text input.

To save your query and being able to retrieve your favourite ones each time you log in the portal click on the link ''Save query'' at the top of the screen, a pop up window will open asking you the name of your query, fill in the name of your query and click OK:

[[File:Save_Query.jpg|300px|center]]

The custom query is saved and appears on the left part of the screen under "My queries".

Update a saved query:

To update a saved query, click on one of them under "Saved queries" and apply your changes, then click the link ''Save Query''.

===Default view===

You may customize your own contribution list view format. To do so, click on the button [Default view] at the top right of the contribution list which displays the list predefined views.

Note: A view format is a selection of columns of the result grid. It also contains data about the column order, sort, grouping, and width.

[[File:Default_view.jpg|250px|center]]

When selecting the item "Edit view " from the menu as shown in print screen above, a pop-up opens which allows you to customize your preferred view by defining the columns you would like to see displayed in the result grid of contributions. You can also select the order in which the columns are displayed.

See figure below:

[[File:Edit_view_format.jpg|550px|center]]

Should you wish to display all available columns then use the [[File:Double_superior.JPG|30px]] that will move all the items from the left to the right column. Should you wish to remove the selected items except "Contrib ID", "Title" and "Actions which are mandatory, then click on [[File:Multiple_inferior.jpg|30px]]

Should you wish to select items one by one then select the wished item in the left part of the pop-up and use [[File:Superior.JPG|30px]] to move it to the right part. Should you wish to remove one item from the selected list then select this item and click on [[File:Inferior.jpg|30px]]

To order your selected columns use the up and down button on the right of the pop-up screen.

==CREATE A CONTRIBUTION==

'''IMPORTANT: Only logged users can reserve/upload contributions.'''

There are two places on the portal from which a user can reserve a contribution:

* From the Portal [[Contributions_Portlet|Contributions portlet]] by clicking on the link "New contribution"

[[File:Contribution_Portlet.jpg|450px]]

* From the Contribution application itself by clicking on "New contribution" ans selecting a contribution type.

[[File:New_contribution.jpg|250px]]

=== Contributing a Meeting Agenda, a Meeting Report, a Change Request, a Liaison Statement, or an "Other contribution" type ===

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UoMe7aXqXPg" frameborder="0" allowfullscreen></iframe>
</html>

The '''Contribution Creation''' screen opens on the '''General''' tab.

==== The General tab ====
[[File:Contribution_Creation.jpg|450px]]

Several attributes need to filled, these attributes will allow categorization and retrieval of contribution documents.

:* '''Title''': free text

:* '''Source''': When clicking on the "Change" button near the field "Source", a pop-up "'''Manage Source'''" opens (see figure below). 4 different types of Source are available:
:** Organisations: a company allowed to contribute to the technical work of a committee
:** ETSI committees: an active ETSI (sub-)Technical Body
:** Roles: Chairman, Vice-Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI support
:** 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) yet all sources of a contribution have to be of the same type.
[[File:Manage_Source.jpg|450px|center]]

:* '''Main Contact''': Is set automatically to the submitter's name of the contribution this field can be enriched by an additional contact in the text field.

:* '''Input for Committee''': group to which the contribution will be submitted

:* '''Contribution for''': to inform the committee whether your contribution is '''for Decision''', '''for Discussion''', or '''Information'''
:: In case your contribution is for decision you then have to describe the expected decision by filling in the "'''Decision/Action requested'''" box

:* '''Meeting - Allocation''':
You can assign a contribution to ONE meeting (and one allocation) by clicking on the "Change" button next to Meeting - Allocation.
Contributions assigned to a meeting are then listed in the Meeting's Document list.

[[File:Attach_meeting.jpg|450px|center]]

The system retrieves all recent, ongoing and future meetings for the related committee (including joint meetings).

There is also the possibility to attach your contribution to an allocation (if some exists). Those allocations could be for instance agenda items.

Selecting a meeting (and an allocation) in the list(s) will display further information in the grey box below. Once the correct selection is made, you can ssign the contribution to your selected meeting with the [Assign] button. The assignment will be effective after saving your contribution.

:* '''Related WIs or deliverables''': You can also attach your contribution to an existing Work Items or deliverable. click on the ''Change'' button

[[File:Related_WI.jpg|450px]]

The system displays all the work items attached to the committee you contribute to, the text field allow you to filter the content of the box or to search for other ETSI work items. It is possible to select more than one work item. Select one Work item in the displayed list and click on the "Add" button, the selected work item appears on the left part of the pop-up with a red cross which allow you to remove it. then click on the "Done" button.

:* '''Abstract''': Free text summarizing the content of the contribution
You then have the possibility to link your contribution to a meeting.

==== The Related Contributions tab ====
You can also refer to one or several other contributions and link them to the contribution you are submitting.

: This feature can be used (for example) to place your contribution in the context of other ones, and help its understanding.

: This feature could also be used to point the attention of the reader to a contribution of another committee which you consider as for interest as well...

To do so, the selection mechanism is similar as for "Add related Work Item", except that instead of linking WIs you are linking other contributions.

==== Saving your contribution ====
Your contribution can now been saved.

Note: As soon as all the mandatory fields from the General Tab have been filled in, the contribution can be Saved(except for ''New WI proposals'' and ''New Drafts'').

Once you click on the Save button, it will receive a Unique contribution Identifier (UID) and a new record will be added to the contribution database.
Your contribution appears now with status '''RESERVED'''.

[[File:Contribution_reserved.jpg|550px]]

'''The next steps are:'''
* Download the Cover Page for your contribution with the "'''Get cover page'''" button: the system will PUSH a contribution template pre-filled with the information you have entered in the General Tab.

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/g9G45s0W-uM" frameborder="0" allowfullscreen></iframe>
</html>

* Edit the contribution details and update

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/UehJphAUJyk" frameborder="0" allowfullscreen></iframe>
</html>

* Upload the final contribution with the "'''make available'''" button

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/nTQ420t1w9A" frameborder="0" allowfullscreen></iframe>
</html>

You can Make available a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Upload/Make Available" button.

Or you can Upload a contribution from the full list view by clicking on the [upload] Icon on the line of the RESERVED contribution:

[[File:Make_ava_from_list.jpg|550px]]

==== Revising a contribution ====

<html>
<iframe width="420" height="345" src="http://www.youtube.com/embed/Gs7Hwl-AttM" frameborder="0" allowfullscreen></iframe>
</html>

You can Revise a contribution from the detailled view of the contribution (accessible from the portlet and from the full list view) by clicking on the "Revise" button.

Or you can Revise a contribution from the full list view by clicking on the [Revise] Icon on the line of the AVAILABLE or NOTED contribution:

[[File:Revise.jpg|550px]]

===Contribute/Create a New Work Item Proposal===
To create a New Work Item (NWI) proposal, log in the ETSI portal with your EOL account and click on the Technical Body you intend to contribute to.

[[File: Login_banner.png|700px|center]]

In the Contributions portlet, click on "New contribution" and select the type "New WI Proposal / Description" from the drop down list.

[[File: Newcontrib_droplist.png|550px|center]]

To create a NWI proposal, you first need to fill in the attributes from the general tab:

[[File: NWIgeneral_tab.png|500px|center]]

After having filled in the attributes from this tab, then click on "WI Details" tab.
This tab reflects the content of the New Work Item sheet you are used to utilize.

[[File: WIdetails_complete_NWI.PNG|600px|center]]

Fill in the following mandatory attributes in order to present the proposal to the community:

:* ‘‘‘WI committee’’’

:* ‘‘‘Deliverable’’’
: Select either a New Work Item or Revision of an Existing Work Item.

:* ‘‘‘Formal Title 1 and 2’’’
: If it is a Revision, the system will retrieve most information from the ETSI Work Programme.

:* ‘‘‘Scope of the work’’’

You can present your contribution to the chosen Committee with only those 4 fields filled in. Nevertheless you will need to inform the system about the other fields in order to be able to "accept" this Work Item.

In addition to the above listed fields, the following fields are mandatory to pass the Work Item proposal from the status "available" to "accepted":

:* ‘‘‘Standard type’’’
: Choose in the drop down list from the six ETSI deliverable types: EN, TR, TS, EG, ES, GS

:* ‘‘‘To be published as version’’’
: If it is a New Work Item, then by default, the version will be 1.1.1

:* ‘‘‘Requested WI reference’’’
: The system will automatically attribute the next available number.

:* ‘‘‘Rapporteur’’’
: Enter the name of the rapporteur, the system will propose matching results and complete the entry automatically.

:* ‘‘‘Supporting Companies’’’
: A minimum of 4 supporting companies is requested. Click on the button “Add/Remove” and enter the name in the new window. Double click to select and add the company. The company’s details appear at the bottom. When done, click “Done” to save the selection and close the window.

[[File: Add_supp_orga.PNG|450px|center]]

:* ‘‘‘Schedule’’’
: A NWI proposal needs at least the TB adoption, WG and TB approval dates in the schedule in order to be accepted.

: ‘‘‘Note: For deliverable type EN’’’, an extra line will appear. Select the Procedure, whether or not it is a Harmonized Standard and Mandate if applicable.

:* ‘‘‘Keywords’’’
: To select the Keywords, click on “Add/Remove”. Search the keywords and add them with a double click. Click “Done” to save the selection and close the window.

‘‘‘IMPORANT NOTE: If this a Revision of an existing Work Item’’’, then you can enter the ETSI number (e.g. EN 383 001) or the reference of the Work Item to be revised (e.g. DEN/TISPAN-03008) and the system will retrieve all the information available from the Work Programme.

Example of a NWI revision:

[[File:WIdetails_complete_revision.PNG|450px|center]]

==== Check your Work Item Proposal ====

During the creation of the Work Item Proposal, the system displays a warning on the top right corner of the WI details tab.

It will display “WI proposal is NOT READY” until all the mandatory fields necessary to accept the proposal are filled in. You may mouse over this warning to see what information is missing.

[[File:Warning_with_info.png|400px|center]]

The warning is refreshed automatically.
Once the Work Item is complete and ready for approval, the system will display the following warning:

[[File:Warning_green.PNG|550px|center]]

To save your proposal, click on the "Save changes" button, at the bottom of the window. The system retrieves your contribution details.

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

: You may leave your contribution in the "reserved" status and complete it later on. Click then on “Complete later”.

[[File:WI_not_complete.PNG|350px|center]]

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

: You may leave your contribution in the "reserved" status and make it available later on. Click then on “No later”.

[[File:Pop_up_save_complete.PNG|350px|center]]

In either case, you will see a confirmation that you contribution has been reserved, with the contribution number allocated.

[[File:Confirmation_reserve.jpg|550px|center]]

====Make available a Work Item Proposal====

You can make available a Work Item proposal which is in "Reserved" Status.

To make it available you need to proceed to the upload of the contribution which is done automatically for this type of contribution.

NOTE: For the Work Item Proposal Contribution, there is no need to get cover page as the system will take all data and generate it automatically.

There are two ways of making available a New Work Item Proposal.

: '''From the “Save changes” button'''
: If you wish to make your proposal right away, click “Yes now”.

[[File:Pop_up_save_complete.PNG|350px|center]]

You will be redirected to the following screen.

[[File:Automatic_generation.jpg|450px|center]]

: '''From the reservation confirmation screen'''

[[File:Confirmation_reserve.jpg|450px|center]]

Click on "Upload/Make available", a pop-up is displayed

[[File:Automatic_generation.jpg|450px|center]]

Select if you wish to upload a cover page from your computer or if you want it to be generated by the system itself and then click on "Make Available" and the system will generate a zip file with the cover page and the Work Item sheet.

Your New Work Item proposal is now in status "Available".

[[File:NWIavailable.png|550px|center]]

===== The Preliminary Work Item number (PWI) =====

Once a NWI contribution is reserved and or made available to the community, a Preliminary Work Item number (PWI) is attributed. It is the identification number of the Work Item until it is approved at the Technical Body level.

The PWI number consists of the following:

:::::: '''“PWI_TBname_Year+sequence number_version”'''

(For example, PWI_TETRA01_1204_1 is a proposed Work Item to TETRA WG1, the 4th proposal in 2012 and it is currently version 1 of the proposal).

That PWI number is visible on top of the WI Details tab in the NWI proposal:

[[File:PWI_WI_details_tab.PNG|350px|center]]

It can also be found in the contribution file, in the New Work Item sheet:

[[File:PWI_WI_sheet.png|500px|center]]

====Change the status of a contribution of type NWI proposal====

To change the status of the contribution, go the Contribution portlet.

Click on the [[File:Glasses_icon.PNG]] on the line of your contribution. This will open the details of the contribution.

[[File:Status_buttons.png|550px|center]]

There are four changes possible changes to the status:
: '''Accept'''
: '''Reject'''
: '''Note '''
: '''Withdraw'''

Click on the appropriate status button. A pop-up will open allowing you to enter some comments

[[File:Status_confirm_popup.png|350px|center]]

Click “OK”. The status is updated in the General tab of your contribution:

[[File:Gen_tab_Accepted_status.png|550px|center]]

From this same screen, you may progress the Work Item to the parent Technical Body for adoption.

See description under section [[Contributions#Progress_the_New_Work_Item_to_the_Technical_Body|Progress the New Work Item to Technical Body]] of the Contribution application helpfiles.

==== Progress the New Work Item to the Technical Body ====

Should you have created a New Work Item at Working Group/Task Group level and got it approved by this WG/TG; you will need to get it approved by the Parent Technical Body.

To do that click on the [[File:Glasses_icon.PNG]] in the contribution application for the concerned NWI proposal.

In the contribution General tab, click on [[File:Submit_tbappr_button.PNG|170px]]

A drop down list appears with all the upcoming meeting of the parent Technical Body. Select the meeting the contribution should be attached to, or “No meeting” if applicable.

[[File:Submit_tb_approval.png|550px|center]]

'''Warning:''' beware there is no confirmation requested. Once the meeting selected (or “No meeting”), the contribution will be submitted right away.

===Contributing a draft===
Contributing a draft means '''embedding an available draft in a contribution''' and contributing that contribution to the community for decision, for discussion, or for information. The first step consists in uploading a draft via the Latest Draft application, the second step then consists in embedding the drat in a contribution. This second step is necessary, especially when the rapporteur wants a specific version of his draft to be discussed and/or approved by the community.

<small>Note that after publication of a Work Item as an ETSI deliverable, drafts are no longer accessible (usually deleted), whereas contributions are never deleted.</small>

There are '''two ways''' of embedding a draft in a contribution and contributing it:

*The easiest way is to start '''from the Latest Drafts application''', either by uploading a new draft (with the [[Image:update.gif|15px||alt=Upload icon|Upload icon]] icon) and contributing it on-the-fly, or by contributing and already-available draft (with the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon).

*The second way starts '''from the Contribution application'''. This approach is <span style=color:red>'''recommended when contributing a Working Group draft to its parent group''' </span> (Example: WG draft contributed to plenary for approval).

====From the Latest Draft application====

The Latest Draft application is available on every Technical Body's portal page, from there, you will upload and/or contribute a draft in a few clicks. Follow the instructions in the [[Latest_Drafts#Latest_Draft_Screen_Content| Latest Draft wiki]].

* If you just uploaded a new draft, the successful upload confirmation message will prompt you to [[File:Contribute_draft_now_button.PNG]].
[[File:Draft_upload_confirmation.png|right|500px]]

* You can also contribute an available draft at any time by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to the relevant version on the [[Latest_Drafts#Latest_Draft_Screen_Content|Latest Draft screen]].

After clicking on the [CONTRIBUTE this draft version now] button or on a [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon, the portal will open a "NEW CONTRIBUTION" window. On that window you will notice that the contribution type is set to ''New Draft'' and that a specific '''Draft''' tab has been inserted after the '''General''' tab.

The ''New Draft''tab has already been filled with the draft's meta-data (Committee, reference, version), and in the '''General''' tab most fields have already been pre-filled as well.

You still have to:
*Decide if you contribute the draft for '''Decision''', for '''Discussion''', or for '''Information'''.
You may also:
*Link the contribution to a meeting
*Add an abstract to your contribution

Once this done, click on the '''[Save Changes]''' button to reserve the contribution, and then on the '''[Upload/Make Available]''' one.
An intermediate pop-up will appear: just follow the instructions and acknodledge, at this this stage the portal has enough information to create the contribution file and upload it without any further action from you.

Now that your draft is available of the latest drafts server you can contribute it from this application by clicking the [[File:Contribute.jpg|15px]] button that will directly drive you to the creation screen of the contribution application.

[[File:Gen_tab_Draft_creation.PNG|450px|center]]

The "General" Tab is pre-filled with all information the system could retrieve from the Latest draft application.
Fill-in the Title, choose whether your draft is for information, discussion or decision, you can type free text in the abstract box and allocate to a meeting. When done, select the tab "Draft" at the Top of this window.

[[File:Draft_tab_draft_creation.PNG|450px|center]]

The system has retrieved all information in relation to the draft you have uploaded on latest drafts and that you are contributing to the Technical Committee.

You can also attach your contribution to:

- The related work item tab is pre filled by system with the right Work Item reference of your draft

- Related contribution

====Reserve a contribution of type "DRAFT" from the Contribution application====
To contribute a draft from the contribution application, first repeat the steps described in [[Contributions#CREATE_A_CONTRIBUTION|Part 2.CREATE A CONTRIBUTION]] of the present page, choose the type "New draft" from the list of contribution types.

The system displays the general Tab which you are asked to fill in, ... click on the tab "Draft" at the top of the window. The system will display the following screen:

[[File:Draft_tab_from_contrib_app.png|center|500px]]

From this screen you will select:

:*'''WI committee''': drop-down list of all ETSI committees.

:*'''WI reference''': drop-down list of all active WIs belonging to the selected committee.

:* '''Version''': drop-down list displaying the available draft versions for this WI (i.e. drafts that have already been uploaded on the server via the Latest Draft application).

If the draft version that you want to contribute is only on your PC (i.e. '''if it has not yet been uploaded on the ETSI server'''), then select “Upload new draft” in the dropdown, this will open the Latest Draft pop-up window that will allow you to upload it.

[[File:Manage_your_draft.jpg|center|370px]]

From this pop-up, upload your draft and click on "Save": your draft will be uploaded in the drafts area of the relevant committee.
Once back in the Draft tab of the Contribution screen, you will be able to select and contribute the draft version that you have just uploaded.

Click "Save" when you contribution is all done. Your contribution is now in a "Reserved" State, <u>it is still not physically available in the contribution area</u>.

====Make Available a contribution of type "DRAFT"====

As the draft you are contributing is already on the server, the systems knows where to find it, therefore all you have to upload (to make your contribution available) is a cover page that will be zipped together with the draft.
Click on the button [[File:Upload_make_avail_button.PNG]]

You have two possibilities:
:* Upload the automated cover page from the system:
: This option is ticked by default.

:* Upload your own cover page:
: Tick “Cover page you may upload from your computer” and choose your file.

[[File:Cover_page_choice.png|440px|center]]

The system has retrieved the draft from the Latest draft application and added the cover page into a zip file.

Your contribution is uploaded and appears as "Available" in the list of contributions.

Note: You can also upload your draft cover page from the full list view in the contribution application by clicking on the glasses icon. To make available your contribution, use the icon "Upload contribution" on the line of your contribution:

[[File:Make_ava_from_list.jpg|650px|center]]

Latest Drafts

2017-01-19T13:32:44Z

Vreck: /* Latest Draft Screen Content */

This portlet displays the list of Active Work Items for a TB/Working Group, and their available drafts as uploaded by the rapporteurs.

A draft in this context is a specific document which is related to an individual active and non published work item.
All other versions of a latest draft (PE, OAP, Vote, etc.) are available from the Publication service.

== Latest Draft Screen Content ==
The screen shows the list of active work items and their associated drafts.
[[File:LDportlet_delegate_mode.PNG|550px|right]]

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

Then for each Work Item:

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

==Downloading drafts==
When a draft has been uploaded for a work item, its displayed version provides a link to download it.
Login might be necessary before accessing the physical file.

[[File: Popup new draft.PNG|300px|thumb|right|Manage drafts]]

==Uploading a new draft==

After clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon, a pop-up will appear and prompt you for the following information:
* The '''file''' to upload as latest draft
* The '''version''' of the new draft (Vx.y.z) as it will appear on the portal
* The new '''maturity status''' of the uploaded draft (early, stable, final).
* Comments (optional)

Note also that the pop-up allows you to perform other tasks like:
* Changing the maturity status of the last uploaded draft (eg: from ''stable'' to ''final'')
* Managing (changing) target dates for the Work Item milestones (depending on your role and access rights).

Upon successful upload, the confirmation window will display the path and filename of the uploaded draft and prompt the user to CONTRIBUTE the draft on-the-fly, i.e. to encapsulate the draft in a contribution and to make it available to the (Working-)Group as a meeting contribution.
[[File:Draft_upload_confirmation.png|center|600px]]
'''Contributing a draft''' ([[Contributions#Contributing_a_draft|read here]]) can also be done later, by clicking on the [[Image:Contribute.gif|15px||alt=Contribute draft|Contribute draft]] icon next to a draft version.

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

Note: the upload facility is disabled for the work items that are under TB Approval or TB resolution, they are "Frozen". The [[Image:update.gif|15px||alt=Update icon|Update icon]] icon appears only for logged users who have upload rights.

[[File:Manage_Drafts.png|300px|thumb|right|Manage drafts]]

==Changing the status of an available draft==

When clicking on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon, the upload pop-up will also allow some users (depending on their access rights) to update the '''maturity''' status of the last uploaded draft (eg: from ''Stable'' to ''Final'' draft).

When changing the status of an existing draft version, it is necessary to provide the following information:
* targeted maturity milestone of the updated draft version
* Comments (optional)

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

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

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

To do so click on the [[Image:update.gif|15px||alt=Update icon|Update icon]] icon (same icon as to upload a new draft).

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

[[File:Manage_drafts.png|300px]]

A second pop-up window will open:

[[File:Manage_target_dates.png|300px]]

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