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'''How do I attach a contribution to a meeting?'''
=== '''How to request an ETSI Online Account (EOL)?''' ===


You can contribute from the meeting details page, by clicking on the contribute link. By using this way, your contribution is automatically attached to the selected meeting. You can also create your contribution from the "Contribution application" and attach it to a meeting (optional), for further information on this second way of attaching a contribution to a meeting, please follow the instructions at the following location: [[Contribution_Search#The_Meeting.28s.29_tab|Meetings Tab]]
To be able to access the portal pages of an Technical Body (TB) or an Industry Specification Group (ISG) an ETSI Online Account (EOL) is required.


To request an EOL, go the [https://portal.etsi.org/home.aspx ETSI portal], on the top menu click on '''Manage,''' then '''Access''', then '''Account Request''' and follow the instructions.


'''How do I retrieve the list of contributions attached to a given meeting?'''
==='''How to reset an EOL Account password ?''' ===
To reset your EOL Account password, click on '''Manage,'''  then '''Access''', then '''Reset Password''' and follow the instructions.


You have two ways of retrieving and synchronising the list of contributions attached to a meeting.
=== '''How to change an EOL Account password?''' ===
To change your EOL Account password, click on '''Manage,''' then '''Access''', then '''Change Password''' and follow the instructions.  


The first way is to go on ftp://portal.etsi.org/docbox, select the Technical body, then open the folder 05-CONTRIBUTIONS, select the year when your meeting is planned for.  
=== '''How to change personal contact information (i.e new email address)?''' ===
To change your personal contact details, click on '''Manage''' on the top menu, then '''My Details'''.


At the top of this contributions repertory, you will find a temporary meeting folder called "TMP_MTG_YearOfMeeting_MonthOfMeeting_DayOfMeeting_MtgID". This temporary folder is automatically created by the system when a first contribution is attached to this meeting. You can use this folder which your usual synchronisation tool. 
[[File: Managemenu_mydetails.png]]
Note: This folder contains clones of contributions and will disapear after the end of the meeting.  


The second way of retrieving the list of contribution attached to a meeting is explained at the following location: [[Contribution_Search#CONTRIBUTION_SEARCH|Simple search for contributions attached to a meeting]]
Then click on the [[File: Modify_personal_information_button.png]] at the bottom of the page.
==='''How to log into the ETSI portal?''' ===
To log into the ETSI portal, enter your Username and Password on the top right corner of the portal  home page http://portal.etsi.org


Tick the '''Remember me''' box[[File: ETSI_top_banner_login.png|center|1000x1000px]]


'''How do I contribute a Work Item proposal?'''
=== '''How to attach a Contribution to a meeting?''' ===
There are two methods:


Please see below how to proceed in few steps:
Either from the '''Meetings''' tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.


- Click on contribute
Click on the '''New Contribution''' link to create a new Contribution that will be automatically assigned to the selected meeting.


- Choose the type WI proposal
Or from the '''Contributions''' tab, click on the hyperlink '''New contribution.''' On the General tab select the '''Meeting - allocation Change''' button and from the drop down menu assign the Contribution to a Meeting.


- Fill in general information of the contribution under tab ''General"
=== '''How to retrieve the list of Contributions attached to a given meeting?''' ===
From the '''Meetings''' tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.


- Fill in Work Item information under the WI details tab
Either click on hyperlink '''List of Contributions assigned to this meeting'''


- Click on the "Save" button to reserve your contribution
Or click on the '''Document Area (FTP)'''. This will open [https://docbox.etsi.org/ docbox.etsi.org] for the given TB/ISG with a list of all Contributions for the given year and a list of all the meetings with the assigned Contributions.
==='''How to find a Contribution?'''===


- Click on the "Upload/Make available" button and on the upload button.
From the Contributions tab of the TB/ISG type either the Contribution number or keyword in the '''Search''' field.  


=> Your Work Item proposal is contributed
==='''How to create a New Work Item Proposal?'''===


More details information are available at this location:[[Contribution_Search#Contribute_a_New_Work_Item_.28NWI.29_proposal|Contribute a Work Item Proposal]]
From the home page of the TB/WG/ISG select the '''Contributions''' tab.  


Click on the hyperlink '''New contribution''' and choose type '''New WI Proposal/Description''' in the drop down menu


'''What is a Proposed Work Item (PWI)?'''
Complete the mandatory fields in the '''General''' tab


A PWI is entered in the ETSI Work programme as soon as you create a Work Item Proposal contribution and make it available. This PWI, which is in status "under construction" is not yet visible from the portal. It will be visible on the portal when accepted by the TB.
Move to the '''WI Details''' tab and complete the fields


To create a PWI, it is not necessary to fill in all Work Items attributes in the contribution database. Indeed, only the WI committee, the title and the scope of the Work ITem are mandatory to propose it to a given community (WG/TG/TB).
Click on '''Save''' to reserve the Contribution
Nevertheless, you need to inform all Work item's attributes in the system to be able to accept your Work Item proposal.


When you create a Work Item proposal at WG/TG level, you first need to get your contribution approved by the WG/TG and then you need to propose a new contribution, of type Work Item proposal, attached to the parent TB. Under the tab "WI details" you are asked to tick the "update and progress existing Work Item" and select the PWI reference in the PWI drop down list. The system then retrieves all information of your initial work item proposal. You then just have to save your contribution and make it available automatically. After the approval of the Technical Body, the new Work item appears in the WI monitoring portlet on the TB portal home page and an entry in the Latest draft portlet is  created.  
Note: The Contribution can be prepared in stages,although all fields must be completed and the text '''WI Proposal is complete (Ready for approval)''' shown on the top right of the WI Details tab in order to change it from '''Status Reserved''' to '''Status Available'''.


Note: To check whether your WI proposal is ready for approval you can click on the button "Check Work Item Proposal" under the WI details tab. By Clicking on this button, the system will display a message informaing you whether the Work Item is ready for approval or not. If not ready, the system lists the missing fields.  
Click on '''Upload/Make available''' and on the upload button.


For more information on the PWI and Work Item click on this link:[[Contributions#Update_and_Progress_an_existing_Work_Item|Create a Proposed Work Item]]
=> The New Work Item Proposal will be in '''status Available''' and ready for approval.
 
More detailed information on this topic is available at [[Contributions#Contribute_a_New_Work_Item_.28NWI.29_proposal|Create a New Work Item proposal]]
 
Note: When Work Item Proposal is created at Working Group level, it must first be approved by the WG. To progress the proposal to the parent TB/ISG for approval, click '''Submit to TB for approval''' and assign to the TB/ISG meeting.
 
==='''What is a Preliminary Work Item (PWI)?'''===
 
A PWI is the temporary identification number given at the creation of a New Work Item Proposal/Description (see WI Details tab in the Contribution). 
 
The PWI remains valid until the Work Item Proposal is approved at TB/ISG level when the system will allocate a permanent work item reference number. 
 
After approval the New Work Item Proposal is visible in both the ETSI '''Work Programme''' and under '''Latest Drafts''' on the TB/ISG portal home page. 
 
=== '''Where to find the templates for ETSI deliverables?''' ===
The templates for ETSI deliverables can be downloaded from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] web pages
 
They are in MS Word and contain essential titles and text blocks
 
To select the appropriate deliverable type see the [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3.
 
=== How to upload a new Draft version of a deliverable?  ===
From the '''Drafts''' tab, Rapporteurs can upload draft versions of their deliverable(s) and manage the Target dates for the maturity milestones (Early Draft, Stable Draft, Final Draft for approval).
 
It also allows the TB/ISG members to trace all available draft versions of a deliverable.
 
From the TB/ISG portal page, select the '''Drafts''' tab and find the '''Work Item identification'''
 
Click on the '''U icon'''
 
In the pop-up window, enter the version number for the new draft 
 
Upload the document stored locally 
 
Select the '''Status''' (Early Draft, Stable Draft, Final Draft for approval)
 
Click on '''Save'''
 
The portal will issue the following automated notification: '''Your draft has been successfully uploaded'''.
 
===How to contribute an uploaded  Draft to a TB/ISG meeting'''?'''===
 
Once a Draft has been uploaded, click on the '''C icon''' [[File:C_icon.PNG]](on the same line as the WI reference) 
 
The contribution creation screen for type '''Draft''' will open.
 
Complete the fields in the '''General''' tab
 
Edit the '''Title''' if appropriate
 
To modify '''Source,''' click on '''Change''' and select the relevant Source
 
Select the appropriate filed for '''Contribution for''' (Decision, Discussion or Information)
 
Attribute to a TB/WG/ISG meeting by clicking on '''Change'''. Follow the instructions and click '''Done'''
 
Click on '''Save Changes'''
 
The Contribution will then be in status '''Reserved'''.
 
Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.
 
Click on '''Upload/Make available''' 
 
There are 2 ways to proceed: 
 
Either request an automatically generated cover page   
 
or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.   
 
The Contribution will then be in status '''Available'''. 
 
=== '''How to create a Contribution Type Draft? ''' ===
From the TB/ISG portal page, select the '''Contributions''' tab and the hyperlink '''New contribution'''
 
From the drop-down menu choose '''New Draft'''
 
Complete the mandatory fields in the '''General''' tab
 
Move to the '''Draft''' tab and complete the fields
 
For the '''WI Reference''', choose an existing Draft version or upload a new one using the drop-down menu
 
For the '''Version''', upload a new one or choose an existing draft version from the drop-down menu
 
Click '''Save changes'''
 
The Contribution will then be in status '''Reserved'''.
 
Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.
 
Click on '''Upload/Make available''' 
 
Either request an automatically generated cover page 
 
or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.   
 
The Contribution will then be in status '''Available'''.

Latest revision as of 14:34, 20 December 2018

How to request an ETSI Online Account (EOL)?

To be able to access the portal pages of an Technical Body (TB) or an Industry Specification Group (ISG) an ETSI Online Account (EOL) is required.

To request an EOL, go the ETSI portal, on the top menu click on Manage, then Access, then Account Request and follow the instructions.

How to reset an EOL Account password ?

To reset your EOL Account password, click on Manage, then Access, then Reset Password and follow the instructions.

How to change an EOL Account password?

To change your EOL Account password, click on Manage, then Access, then Change Password and follow the instructions.

How to change personal contact information (i.e new email address)?

To change your personal contact details, click on Manage on the top menu, then My Details.

Managemenu mydetails.png

Then click on the Modify personal information button.png at the bottom of the page.

How to log into the ETSI portal?

To log into the ETSI portal, enter your Username and Password on the top right corner of the portal home page http://portal.etsi.org

Tick the Remember me box

ETSI top banner login.png

How to attach a Contribution to a meeting?

There are two methods:

Either from the Meetings tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.

Click on the New Contribution link to create a new Contribution that will be automatically assigned to the selected meeting.

Or from the Contributions tab, click on the hyperlink New contribution. On the General tab select the Meeting - allocation Change button and from the drop down menu assign the Contribution to a Meeting.

How to retrieve the list of Contributions attached to a given meeting?

From the Meetings tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.

Either click on hyperlink List of Contributions assigned to this meeting

Or click on the Document Area (FTP). This will open docbox.etsi.org for the given TB/ISG with a list of all Contributions for the given year and a list of all the meetings with the assigned Contributions.

How to find a Contribution?

From the Contributions tab of the TB/ISG type either the Contribution number or keyword in the Search field.

How to create a New Work Item Proposal?

From the home page of the TB/WG/ISG select the Contributions tab.

Click on the hyperlink New contribution and choose type New WI Proposal/Description in the drop down menu

Complete the mandatory fields in the General tab

Move to the WI Details tab and complete the fields

Click on Save to reserve the Contribution

Note: The Contribution can be prepared in stages,although all fields must be completed and the text WI Proposal is complete (Ready for approval) shown on the top right of the WI Details tab in order to change it from Status Reserved to Status Available.

Click on Upload/Make available and on the upload button.

=> The New Work Item Proposal will be in status Available and ready for approval.

More detailed information on this topic is available at Create a New Work Item proposal

Note: When Work Item Proposal is created at Working Group level, it must first be approved by the WG. To progress the proposal to the parent TB/ISG for approval, click Submit to TB for approval and assign to the TB/ISG meeting.

What is a Preliminary Work Item (PWI)?

A PWI is the temporary identification number given at the creation of a New Work Item Proposal/Description (see WI Details tab in the Contribution).

The PWI remains valid until the Work Item Proposal is approved at TB/ISG level when the system will allocate a permanent work item reference number.

After approval the New Work Item Proposal is visible in both the ETSI Work Programme and under Latest Drafts on the TB/ISG portal home page.

Where to find the templates for ETSI deliverables?

The templates for ETSI deliverables can be downloaded from the editHelp! web pages

They are in MS Word and contain essential titles and text blocks

To select the appropriate deliverable type see the ETSI Directives Technical Working Procedures (TWP) Annex A.3.

How to upload a new Draft version of a deliverable?

From the Drafts tab, Rapporteurs can upload draft versions of their deliverable(s) and manage the Target dates for the maturity milestones (Early Draft, Stable Draft, Final Draft for approval).

It also allows the TB/ISG members to trace all available draft versions of a deliverable.

From the TB/ISG portal page, select the Drafts tab and find the Work Item identification

Click on the U icon

In the pop-up window, enter the version number for the new draft

Upload the document stored locally

Select the Status (Early Draft, Stable Draft, Final Draft for approval)

Click on Save

The portal will issue the following automated notification: Your draft has been successfully uploaded.

How to contribute an uploaded Draft to a TB/ISG meeting?

Once a Draft has been uploaded, click on the C icon C icon.PNG(on the same line as the WI reference)

The contribution creation screen for type Draft will open.

Complete the fields in the General tab

Edit the Title if appropriate

To modify Source, click on Change and select the relevant Source

Select the appropriate filed for Contribution for (Decision, Discussion or Information)

Attribute to a TB/WG/ISG meeting by clicking on Change. Follow the instructions and click Done

Click on Save Changes

The Contribution will then be in status Reserved.

Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.

Click on Upload/Make available

There are 2 ways to proceed:

Either request an automatically generated cover page

or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.

The Contribution will then be in status Available.

How to create a Contribution Type Draft?

From the TB/ISG portal page, select the Contributions tab and the hyperlink New contribution

From the drop-down menu choose New Draft

Complete the mandatory fields in the General tab

Move to the Draft tab and complete the fields

For the WI Reference, choose an existing Draft version or upload a new one using the drop-down menu

For the Version, upload a new one or choose an existing draft version from the drop-down menu

Click Save changes

The Contribution will then be in status Reserved.

Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.

Click on Upload/Make available

Either request an automatically generated cover page

or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.

The Contribution will then be in status Available.

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