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


! Only users logged on the Portal can '''reserve/upload contributions!'''
* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account''' 
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])
 
[[File:Picture1.png|382x382px]]
 
* Once logged on, select the relevant group, e.g. for Technical Committee '''DECT''':
[[File:Picture2.png|400x400px]]
* Select the tab “Contributions”
 
=== Identify the Contribution type ===
 
Under the '''New contribution''' drop-down list there are several types of contributions available
 
[[File:Picture4.png|400x400px]]
 
See below links to information about the types '''New Draft''' and '''New WI Proposal / Description''':
 
:
{| class="wikitable"
|+
![[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contributi]]<nowiki/>on [[Newcontribution#Create a contribution type: New WI Proposal / Description|type: '''New WI Proposal / Descriptio''']]<nowiki/>n
|-
|[[Newcontribution#Create a contribution type: New Draft|Create a contribution type]][[Newcontribution#Create a contribution type: New Draft|: '''New Draft''']]
|-
|[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
|}
 
== Create contribution type: '''Other Contribution''' ==
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
 
[[File:Picture4.png|400x400px]]
* Click on '''Other Contribution''' in the drop-down menu
'''NOTES:'''
 
The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.
 
Mandatory fields are marked with a red asterix <span style="color: red;">*</span>.
 
=== General tab ===
[[File:Picture5b.jpg|frameless|353x353px]]
 
'''Title''' <span style="color: red;">*</span>: The title given will be used as the name of the uploaded file
 
'''Type''' <span style="color: red;">*</span>: '''Other Contribution''' is pre-selected
 
from '''Source''' <span style="color: red;">*</span>: By default the logged-in user
 
To modify the Source:
* Click on '''Change'''(a pop-up '''Manage Source''' opens
[[File:Picture6.png|frameless|400x400px]]
 
'''Abstract''': Complementary document information can be added in this field.
 
4 different types of '''Source''' are available:
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories
 
'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
 
* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|701x701px]]
 
'''Main Contact''' <span style="color: red;">*</span>: The logged-in user
 
'''Additional contact info''': If applicable
 
'''Input for Committee''' <span style="color: red;">*</span>: The TB, ISG or WG is automatically set, but can be changed
 
'''Contribution for''' <span style="color: red;">*</span>:'''Decision,''' '''Discussion''' or '''Information'''
 
Select the appropriate one
 
'''Meeting – Allocation'''
*Click on the '''Change''' button to assign the contribution to a future meeting
 
[[File:Change.png|frameless|211x211px]]
 
(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] ).  Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
:[[File:Assign.png|frameless|511x511px]]
::The system will return to the contribution creation screen ). 
::Contributions assigned to a meeting are then listed in the Meeting's Document list.
::'''Related WIs or Deliverables'''
::  • Click on the '''Change''' button to attach the contribution to an existing Work Item.  The system displays all the work items attached to the group.
:: • Select the relevant work item(s) in the displayed list and click on '''Add'''.  The selected Work Item(s) appears in '''List of related WIs'''.   
::[[File:Picture8.png|frameless|373x373px]]   
:: (To remove a Work Item selected in error, click on the red cross  [[File:Red Cross.png|frameless|15x15px]] ) 
:: • Click on '''Done''' and the system returns to the Contribution creation screen.
=== Related Contributions tab ===
'''Related Contributions''' can be linked together (via the '''General''' tab or via the '''Related Contributions''' tab).
 
This would be used for transparency when there are existing contributions on the same topic.
 
To complete the '''Related Contributions''' tab:
 
* Find the contribution in the list or using the '''Filter''' button
 
* Click on '''Add'''
 
* Click on '''Save changes'''
 
A pop-up message will confirm the contribution  number and its status '''RESERVED.'''
 
'''NOTES:'''
 
A contribution in status Reserved can be edited without generating a new file.
 
Related contributions can be removed by clicking on the red cross  [[File:Red Cross.png|frameless|15x15px]] .
 
=== Create a cover page for type: Other Contribution ===
The cover page is the ID card of the contribution.
 
It retrieves the information from the '''General''' tab.
 
[[File:Picture9.jpg|frameless|403x403px]]
 
To generate a cover page:
 
* Click on '''Get cover page'''
** an MS Word file will de downloaded.
*** This file is pre-filled with the information you have entered in the '''General''' tab
*** The file name starts with the identifier of your contribution
** Open it
 
* Type the content of your contribution in the body of the file and '''Save'''


* Open the ETSI portal https://portal.etsi.org and '''Log on with your EOL account'''[[File:Picture1.png|400px|right]]
* If your contribution is not an MS Word file, then Zip the downloaded cover page together with your contribution file.
(To request an [https://webapp.etsi.org/createaccount/ ETSI on-line account])


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


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


* Once logged on, select the relevant group, e.g. for Technical Committee “'''DECT'''”:[[File:Picture2.png|400px|right]]
The contribution with a full filename will then be available on the ETSI portal.


* Select the tab “Contributions”
[[File:Picture12.png|frameless|618x618px]]


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


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


=== Identify the contribution type ===
[[File:Picture14.png|frameless]]


Under the '''New contribution''' drop-down list there are several types of contributions available[[File:Picture4.png|400px|right]]
* Click on '''New WI Proposal / Description''' in the dropdown menu                                               
The information for the types '''New Draft''' and '''New WI Proposal / Description''' are explained separately in this Helpfile. Select here below:


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


::'''&rArr;'''[[Newcontribution#Create_contribution_type:_Other_Contribution|Create a contribution type: '''Other Contribution''']]
[[File:Picture15.png|frameless]]


::'''&rArr;'''[[Newcontribution#Create a contribution type: New WI Proposal / Description|Create a contribution type: '''New WI Proposal / Description''']]
To see how to complete these tabs, see the next pages in this Helpfile.


::'''&rArr;'''[[Newcontribution#Create a contribution type: New Draft|Create a contribution type: '''New Draft''']]
=== General tab ===
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab       


::'''&rArr;'''[[Newcontribution#Revision of existing contributions|'''Revision''' of existing contributions]]
Mandatory fields are marked with <span style="color: red;">*</span>


== Create contribution type: '''Other Contribution''' ==
'''Title''' <span style="color: red;">*</span>: To describe the content of the contribution
[[File:Picture4.png|400px|right]]
This type of contribution ('''Other Contribution''') is typically used for PowerPoint presentations, supporting material and analysis.
* Click on '''Other Contribution''' in the dropdown menu
'''NOTE:'''
The information for the type '''Other Contribution''' in this Helpfile is also valid for the contribution types '''Change Request''', '''Liaison Statement IN''', '''Liaison Statement OUT''', '''Meeting Agenda''' and '''Meeting Report'''.


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


'''Type''' <span style="color: red;">*</span>: New WI Proposal / Description type is pre-selected


=== Other Contribution - '''General''' tab ===
'''Source''' <span style="color: red;">*</span>: By default the logged-in user
[[File:Picture5.png|400px|right]]
Under the General tab the mandatory fields are marked with a red star <span style="color: red;">*</span>.
* '''Title''' <span style="color: red;">*</span>: The title given will be used as the name of the uploaded file
* '''Type''' <span style="color: red;">*</span>: '''Other Contribution''' is pre-selected
* from '''Source''' <span style="color: red;">*</span>: By default the logged-in user  
** To modify the Source:
** Click on '''Change'''(a pop-up '''Manage Source''' opens - see next page in this Helpfile by clicking on '''Next''')
* '''Abstract''': Complementary document information can be added in this field.


To modify the source:


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


4 different types of '''Source''' are available: [[File:Picture6.png|400px|right]]
4 different types of '''Source''' are available:


'''Organisation(s):''' Only active ETSI members/participants will be displayed
'''Organisation(s):''' Only active ETSI members/participants will be displayed
Line 55: Line 183:
'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
'''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group


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


'''Other:''' Free text describing a role not matching one of the above categories
'''Other:''' Free text describing a role not matching one of the above categories
[[File:Picture17.png|frameless]]


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


* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Enter or modify the information as appropriate
[[File:Picture7c.jpg|frameless|525x525px]]
'''Main Contact''' <span style="color: red;">*</span>: By default logged user
'''Additional contact info''': If applicable
'''Input for  Committee''' <span style="color: red;">*</span>: Automatically set, but can be changed to another TB or WG or ISG


'''Contribution for''' <span style="color: red;">*</span>:  '''Decision, Discussion or Information'''


* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria
* Select the appropriate one
* Enter or modify the information as appropriate
 
'''Meeting – Allocation'''
 
* Click on the '''Change''' button to assign the contribution to a future meeting
[[File:Change.png|frameless|206x206px]]
 
(To remove a wrongly assigned meeting allocation, click on the red cross [[File:Red Cross.png|frameless|15x15px]] )
 
* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture20.png|frameless|418x418px]]
 
The system returns to the contribution creation screen (click '''Next''' on this page).
 
Contributions assigned to a meeting are then listed in the Meeting's Document list.
 
'''Related WIs or Deliverables'''
 
* Click on the '''Change''' button to attach the contribution to an existing Work Item or deliverable.
[[File:Picture21.png|frameless]]


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


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


[[File:Picture7.png]]
(To remove a Work Item selected in error, click on the red cross  [[File:Red Cross.png|frameless|15x15px]] )


[[File:Picture7b.png|frameless|701x701px]]
The selected Work Item(s) appear on the left part of the screen.


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


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


*'''Main Contact''' <span style="color: red;">*</span>: The logged-in user
* '''Abstract:''' Complementary document information can be added in this field.
*'''Additional contact info''': If applicable
*'''Input for Committee''' <span style="color: red;">*</span>: The TB, ISG or WG is automatically set, but can be changed
*'''Contribution for''' <span style="color: red;">*</span>:
*::'''Decision'''
*::'''Discussion''' or
*::'''Information'''


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


=== WI Details tab - Creation of a New Deliverable ===
=== WI Details tab - Creation of a New Deliverable ===
'''Mandatory fields are marked with''' <span style="color: red;">*</span>
'''WI Committee''' *: TB/WG/ISG automatically set by the system
* Use the drop down menu to change Technical Body or Working Group or Industry Specification Group.
'''Project:''' Only used in cases where projects have been defined such as Release 2, Release 3)
'''Deliverable''' <span style="color: red;">*</span>: New (by default)
'''Standard Type''' <span style="color: red;">*</span>:
* Click on the drop down menu and select an ETSI deliverable type
'''NOTE:''' For ISGs only deliverable types GR and GS are permitted.
'''To be published as Version''': Automatically set to 1.1.1 for new deliverables.
[[File:Picture23.png|frameless|434x434px]]
'''Requested WI Reference''':
'''First field''': prefilled with the name of the ETSI Group.
'''Second field:''' the next available ETSI WI Reference number (can be manually updated).
'''Third field:''' optional for a series of documents divided in parts.
[[File:Picture24.png|left|frameless|446x446px]]
'''Formal Title''' <span style="color: red;">*</span>: By default the TB, WG or ISG short name (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives], TWP, Clause 1.6).
'''Formal Title 2''' <span style="color: red;">*</span>: Refers to the domain in which the work will be carried out.
'''Formal Title 3''': Indicates the separate parts of a specification.
'''Working Title''': Short name that is displayed on the '''Latest Drafts''' application on the portal.
'''Scope of Work''':
* Explain the work to be done.
'''Rapporteur:'''
* From the drop down menu type the first name or the surname and the full details will appear.
Only names registered in the ETSI database will be displayed.
'''Supporting companies''':
* Click on '''Add/Remove'''.
[[File:Picture25.png|frameless|373x373px]]
* In the '''Search''' field first enter the name of the organisation then click on the '''Filter''' button.
   The full name should appear in the box below.
* Select the organisation from the list and click on '''Add''', or double click on the name to move it to the left side of the screen.
'''NOTE''': Minimum four supporting ETSI Full and or Associate Members per Work Item.
[[File:Picture88.png|frameless]]
'''Design for All Assessment:'''
* Click on the '''Assess''' button, review the fields and click '''Done'''.
[[File:Picture26.png|frameless|389x389px]]
To complete the '''Schedule, Aspects''' and '''Keywords''' and '''Frequencies''' fields:
* Expand the drop down menus on the right side of the screen to open (and close) these sections.
'''Schedule:'''
* Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.
[[File:Picture92.png|frameless]]
'''Aspects and Keywords''':
* Select the appropriate Aspects.
[[File:Picture89.png|frameless]]
'''Users'''
What is the end-use of the proposed ETSI Deliverable?
Is it of interest to companies/organizations outside the telecommunications industry?
Is it useful for companies or organizations seeking to improve their experience of using communications, or achieve better Quality of Service?
Will it improve privacy and security of user communications?
'''Consumers'''
Does the topic concern communications or broadcasting in the home environment, user-friendliness of products and applications in general, accessibility, or privacy and security of individuals?
Are there aspects related to individuals’ accessibility to products or services?
If so, then consumer representatives need to participate.
'''Environment issues'''
Does the subject have any relevance or potential impact for the environment?
Does the proposal have any relevance for, or potential impact on, the use of resources (energy, material, water), emissions/discharges (to air, soil, water), radiation, noise and impact on biodiversity?
If so, then the work needs to involve environmental stakeholders.
'''Labour'''
Does the proposed ETSI Deliverable affect occupational health and safety in the working environment?
Are the actions of a worker operating communications equipment likely to be involved or affected, bearing worker safety in mind in particular?
If so, then worker representatives should be consulted.
'''SMEs'''
Will the ETSI Deliverable be of  particular interest for SMEs, for example will it be especially be useful for smaller companies?
Will its implementation have particular implications for SMEs?
If the ETSI Deliverable requires testing or third-party conformity assessment, is this likely to have high costs that would affect companies with smaller production scales?
Is the ETSI Deliverable likely to be used as reference in public procurement?
Do you consider that the participation of SMEs in your technical group should be increased?
Would you like SME associations, clusters and trade bodies to be informed about it, such that they can call on their constituents to participate?
'''Security and privacy'''
Security is an increasingly important aspect of many ETSI Deliverables, as are data protection and the privacy of end-users, whether entities or individuals. Often these aspects are the main objective of ETSI Deliverables.
Do ETSI Deliverables proposed for other purposes have implications for security and/or privacy?
If so, due reference is needed on the Work Item form.
* Select Keywords by clicking on '''Add/Remove.'''
* Search the keywords and add them with a double click.
* Click '''Done''' to save the selection and close the window.
A minimum of 2 Keywords are required.
'''Frequencies''': (If applicable)
* Select application using the drop down menu and the related frequency.
[[File:Picture91.png|frameless]]
'''NOTE''': If the WI Details tab is not fully completed it is not possible to '''ACCEPT''' the WI proposal.


=== WI Details tab - Revision of an existing Deliverable ===
=== WI Details tab - Revision of an existing Deliverable ===
'''For the Revision of an''' existing Deliverable the system will retrieve the details from the ETSI [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp Work Programme] and pre-fill a number of fields.
[[File:Picture28.png|frameless|435x435px]]
'''Deliverable''' <span style="color: red;">*</span>: '''Revision of''' (by default)
* Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.
* Verify and update, as necessary
* Click on '''Save changes'''.
A pop-up message will confirm the contribution number and its status '''RESERVED'''.


=== Check a Work Item (WI) Proposal / Description ===
=== Check a Work Item (WI) Proposal / Description ===
During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:
'''''WI proposal is NOT READY for approval (mouse over to see why)'''''
[[File:Picture29.png|frameless|443x443px]]
* Put mouse over this warning to see the missing information.
The warning is refreshed automatically.
Once all the mandatory fields in the WI Details tab have been filled in, the system will display:
'''''WI proposal is complete (READY for approval)'''''
[[File:Picture30.png|frameless|434x434px]]
A contribution in status '''Reserved''' does not need to uploaded straight away.
'''If the proposal is incomplete:'''
* Select '''Complete now''' or '''Complete later'''
[[File:Picture31.png|frameless]]
'''If the proposal is complete''':
* Select '''Yes now''' or '''No later'''
[[File:Picture32.png|frameless]]
'''NOTE''': In both cases, a confirmation note will indicate that the contribution has been reserved and the allocated Contribution number.


=== Create a cover page for a New WI Proposal / Description ===
=== Create a cover page for a New WI Proposal / Description ===
The cover page is the ID card of the contribution.
It retrieves the information from the '''General''' tab.
A cover page can be generated in 2 ways.
By the system or by the user or
By the system:
* Click on '''Get cover page'''
A zip file will be generated with the cover page and the NWI proposal.
* Click on '''Make available'''
[[File:Picture33.png|frameless]]
By the user:
* Click on '''Get cover page'''
* Update the cover page in MS Word and save.
* Zip the cover page and contribution together
* Click on '''Make available'''
[[File:Picture34.png|frameless]]


=== Preliminary Work Item number (PWI) ===
=== Preliminary Work Item number (PWI) ===
The '''PWI''' is the identification number of the Work Item until it is approved at the TB/ISG level.
Once approved at TB/ISG level the Work Item will get the WI reference as displayed in the Work Item form.


=== Make available a New WI Proposal / Description ===
The PWI number consists of the following:
 
[[File:Picture35.png|frameless]]
 
'''PWI_TB/ISG name_Year + sequence number_version'''
 
For example, '''PWI_MEC_1749_v2''' is a proposed Work Item to ISG MEC, the 49<sup>th</sup> proposal in 2017 and it is version 2 of the proposal).
 
The PWI number is visible in 2 places:
 
[[File:Picture36.png|frameless]]
 
1.In the '''WI Details''' tab in the NWI proposal
 
2. In the Work Programme
 
=== Make Available a New WI Proposal / Description ===
The '''Related Contributions''' tab allows:
 
Linking contributions allows for transparency and cross-reference when there are existing contributions on the same topic.
 
[[File:Picture37.png|frameless]]


=== Related Contribution tab ===
=== Related Contribution tab ===
Search by either a keyword or the Contribution number using
* Select the related '''Contribution''' in the list
* Click '''Add'''
* Click on '''Save changes'''
[[File:Picture38.png|frameless]]
'''NOTE:''' Related contributions can be removed by clicking on the red cross [[File:Red Cross.png|frameless|15x15px]]


=== History tab ===
=== History tab ===
The '''History tab''' displays the life-cycle of a contribution.
[[File:Picture39.png|frameless|471x471px]]
== Revise a Contribution - Introduction ==
To update the content of a Contribution which is currently in the status '''Available'''
* Create a Revision of the Contribution via:
a) The '''Contributions''' tab
[[File:Picture40.png|frameless]]
or
b) The '''Meetings''' tab
[[File:Picture41.png|frameless]]
=== Revise a Contribution type: Other ===
From the '''Contributions''' tab:
*Identify  the Contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] .The '''General''' tab opens
[[File:Picture42.png|frameless]]
* Click '''Revise''' on the bottom of the screen
[[File:Picture43.png|frameless]]
* Update the fields (e.g. Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).
From the '''Meetings''' tab:
* Identify the meeting that the contribution is attributed to
[[File:Picture44c.png|frameless|392x392px]]
* Click on the meeting hyperlink 
The '''Meeting Information''' page opens.
* Click on the link to '''List of 25 Contributions assigned to this meeting'''
[[File:Picture43b.png|frameless]]
* Identify the contribution to revise and click on the glasses icon. [[File:Glasses icon.PNG|frameless]] 
The General tab opens 
* Click on '''Revise''' on the bottom of the screen.
[[File:Picture46.png|frameless]]
* Update the fields (Meeting Allocation, Abstract)
* Select the revised file to upload
* Click on '''Save changes''' followed by '''Upload/Make Available.'''
The contribution number will automatically reflect the revision number (i.e. r1, r2).
=== Revise a Contribution type: NWI Proposal / Description ===
A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.
* From the '''Contributions''' tab, identify the contribution to be revised and click on the glasses icon [[File:Glasses icon.PNG|frameless]] . The contribution details page will open.
[[File:Picture47.png|frameless]]
* Click on '''Revise'''
[[File:Picture48.png|frameless]]
* Update the fields in the '''General''' tab, if required (e.g. Meeting Allocation)
[[File:Picture49.png|frameless]]
* Open the '''WI Details''' tab to insert new information
[[File:Picture50.png|frameless]]
* Click on '''Save changes''' followed by '''Upload/make Available'''.
The contribution number will automatically reflect the revision number (i.e. r1, r2).
'''NOTE''': The PWI number will also be revised.
== Change the status '''Available''' of a Contribution - Introduction ==
Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.
=== Change the status of Contribution type: Meeting Agenda, Meeting Report, Liaison Statements, Other===
From the '''Contributions''' tab: Identify the Contribution to be revised and click on the glasses icon. [[File:Glasses icon.PNG|frameless]]
[[File:Picture52.png|frameless|320x320px]]
* Click on the appropriate '''status''' button
[[File:Picture53.png|frameless|338x338px]]
'''Status options:'''
[[File:Picture51.png|frameless]]
Status '''Accepted'''
'''Definition:''' A Contribution '''For Decision''' has been discussed and Accepted AS IT IS.
[[File:Picture54.png|frameless]]
'''NOTE''': It is not possible to revise an Accepted Contribution.
A pop-up window will open
* Enter comments if any and click '''OK'''.
The new status is reflected in the General tab of the '''Contribution'''.
Status '''Rejected'''
'''Definition:''' A Contribution '''For Decision''' has been discussed and '''Rejected'''.
[[File:Picture55.png|frameless]]
'''NOTE:''' It is not possible to revise a Rejected Contribution.
A pop-up window will open.
* Enter comments (mandatory) and click '''OK'''.
The new status is reflected in the '''Genera'''l tab of the Contribution
Status '''Noted'''
[[File:Picture56.png|frameless]]
A contribution For '''Information''' or '''For Discussion'''  has been presented and either no further action is required or the proposal needs further enhancement.
Options:
Status '''Noted'''
Status '''Noted Revision Requested'''
A contribution '''For Decision''' may additionally have Status '''Noted with Revision Requested & pre-approved'''.
A pop-up window will open.
* Enter comments and click '''OK'''.
The new status is reflected in the General tab of the Contribution.
Status '''Postpone'''
This status can be reversed by clicking on the button '''Un Postpone'''.
Status '''Withdraw'''
[[File:Picture57.png|frameless]]
'''NOTE:''' A contribution can be Withdrawn (cancelled) by its submitter as long as it has not been handled by the group. Once a contribution has been discussed, it shall not be Withdrawn but the status changed to Noted, Accepted or Rejected as appropriate.
A pop-up window will open.
* Enter comments and click '''Withdraw'''.
The new status is reflected in the General tab of the Contribution.
*
=== Change the status of Contribution type: NWI Proposal / Description ===
To Accept a New Work Item Proposal / Description there are two scenarios:
* TB/ISG level
* Working Group level (followed by TB/ISG approval)
=== To Accept a NWI Proposal created at TB/ISG level ===
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture58.png|frameless]]
Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:
* Click on '''Accept'''
[[File:Picture59.png|frameless]]
A pop-up window will open
* Enter comments if any and click '''OK.'''
[[File:Picture60.png|frameless]]
The new status is reflected in the General tab of the Contribution.
=== To Accept a NWI Proposal created at WG level ===
A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.
There are 2 ways:
*Click on the glasses icon [[File:Glasses icon.PNG|frameless]]  for the NWI proposal
[[File:Picture61.png|frameless]]
* Select '''Submit to ERM''' for approval in the General tab
[[File:Picture62.png|frameless]]
* Select the appropriate meeting from the drop down list
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.
Alternatively
* Click on the glasses icon [[File:Glasses icon.PNG|frameless]] for the NWI proposal.
[[File:Picture63b.png|frameless]]
* Click on Accept followed by Create new from this one in the General tab.
[[File:Picture63.png|frameless]]


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


=== Revise a contribution type: Other ===
* Change the Input for committee to the parent TB/ISG


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


== Change the status "Available" of a contribution - Introduction ==
The WI proposal will be Reserved and allocated a Contribution number.
* Click on '''Upload/Make Available'''
[[File:Picture66.png|frameless]]
* Select '''Make available'''
[[File:Picture68.png|frameless]]


=== Change the status of contribution type: Other, Meeting Agenda, Meeting Report, Liaison Statements ===
The WI proposal will be registered in status '''Available''' under the parent TB/ISG and allocated to the meeting.


=== Change the status of contribution type: NWI Proposal / Description ===
== Drafts (of ETSI Standards) - Introduction ==
'''To create the first version of a Draft'''


== Draft (of ETSI Standards) - Introduction ==
* Download the deliverable templates from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] webpages
[[File:EditHelp.jpg|600x600px]]
* These are in MS Word and contain essential titles and text blocks.
 
* Select the appropriate deliverable type (see [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3).


=== Find the templates for ETSI deliverables ===
=== Find the templates for ETSI deliverables ===
There are 2 skeletons for each type of deliverable:
- one with explanatory text to guide rapporteurs
- one without the explanatory text.
'''NOTE:''' If the intention is to revise an existing deliverable, download the latest published version in MS Word from the [https://portal.etsi.org/webapp/WorkProgram/SimpleSearch/QueryForm.asp ETSI Work Programme] on the portal.
[[File:Picture69.png|frameless]]
=== Create a Contribution type: '''New Draft''' ===
There are 2 ways to upload a new version of a Draft deliverable:


=== Create a contribution type: '''New Draft''' ===
- via the Contributions tab


=== General tab ===
- via the Drafts tab (see 5.7)
 
'''Contributions:'''
 
* Select the Contributions tab
[[File:Picture70.png|frameless]]
* Click on New Draft in the drop-down menu
 
The '''Contribution Creation''' screen opens in a new window on the '''General''' tab.
 
==== '''New Draft -''' General tab ====
* Complete the General tab
[[File:Picture71.png|frameless]]
 
Title <span style="color: red;">*</span>: The system will use the title given in this field as the name of the uploaded file
 
Type <span style="color: red;">*</span>: New Draft is pre-selected
 
from Source <span style="color: red;">*</span>: By default the logged-in user
 
* To modify the Source:
 
* Click on Change  (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)
 
'''NOTE:''' Mandatory fields are marked <span style="color: red;">*.</span>
 
4 different types of Source are available:
 
[[File:Picture72.png|frameless]]
# '''Organisation(s):''' Only active ETSI members/participants will be displayed
# '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
# '''Roles:''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
# '''Other:''' Free text describing a role not matching one of the above categories
 
'''NOTE:''' There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same type).
 
* Use the '''Filter''', the '''Add''' button and the '''Done''' button to select the appropriate criteria.
 
'''Main Contact''' <span style="color: red;">*</span>: By default logged user
 
'''Input for committee''' <span style="color: red;">*</span>: Automatically set, but can be changed to another '''TB / WG / ISG'''
 
'''Contribution for''' <span style="color: red;">*</span>: '''Decision, Discussion''' or  '''Information'''
 
* Select the appropriate one
[[File:Picture7c.jpg|frameless|701x701px]]
 
'''Additional contact info''': If applicable
 
'''Meeting – Allocation'''
 
* Click on the '''Change''' to assign the contribution to a future meeting.
 
* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|frameless]]
 
The system reverts to the contribution creation screen.
 
To remove a meeting allocation, click on the red cross  [[File:Red Cross.png|frameless|15x15px]] .
 
Contributions assigned to a meeting are then listed in the Meeting's Document list.
 
==== Draft tab ====
Next click on the '''Draft''' tab
 
[[File:Picture75.png|frameless]]
 
'''WI Committee''': Automatically set, but can be changed to another TB / WG / ISG
 
'''WI Reference:'''
 
* Choose an existing Draft version or upload a new one using the drop down menu
[[File:Picture76.png|frameless|339x339px]]
 
'''Version:'''
 
* Upload a new one or choose an existing draft version
 
* Click on '''Save changes'''


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


=== Create a cover page for type: '''New Draft''' ===
=== Create a cover page for type: '''New Draft''' ===
The cover page is the ID card of the contribution.
It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
[[File:Picture77.png|frameless]]
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the pc.
* The system will zip the cover page and Draft together
* Click on '''Make available'''


=== Upload a '''New Draft''' ===
=== Upload a '''New Draft''' ===
'''Main Contact''' *: By default logged user
'''Input for Committee''' <span style="color: red;">*</span>: Automatically set, but can be changed to another TB or WG or ISG
'''Contribution for''' <span style="color: red;">*</span>: Decision, Discussion or Information
* Select the appropriate one
Additional contact info: If applicable


=== General tab ===
==== General tab ====
* Complete the '''General''' tab
 
'''Title''' <span style="color: red;">*</span>: The system will use the title given in this field as the name of the uploaded file
 
'''Type''' <span style="color: red;">*</span>: New Draft is pre-selected from Source <span style="color: red;">*</span>: By default the logged-in user
 
* To modify from '''Source''':
 
* Click on '''Change''', a pop-up Manage Source opens
 
* '''NOTE:''' Mandatory fields are marked with <span style="color: red;">*</span>.
* 4 different types of '''Source''' are available:
 
* '''Organization(s):''' Only active ETSI members/participants will be displayed
 
'''•ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
 
* Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
 
* Other: Free text describing a role not matching one of the above categories
 
'''NOTE:''' There can be more than one '''Source''' for a contribution (example: company A, company B, and company C, but all of the same '''type''').
* Use the Filter, the Add button and the Done button to select the appropriate criteria
'''Main Contact''' <span style="color: red;">*</span>: By default logged user
 
'''Input for Committee''' <span style="color: red;">*</span>: Automatically set, but can be changed to another TB or WG or ISG
 
'''Contribution for <span style="color: red;">*</span>: Decision, Discussion''' or '''Information'''
 
* Select the appropriate one
 
'''Additional contact info:''' If applicable
 
'''Meeting – Allocation'''
 
* Click on the '''Change''' to assign the contribution to a future meeting.
 
* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
 
The system reverts to the contribution creation screen.
 
To remove a meeting allocation, click on the red cross  [[File:Red Cross.png|frameless|15x15px]] 
 
Contributions assigned to a meeting are then listed in the Meeting's Document list.
 
==== Draft tab ====
* Next click on the '''Draft''' tab
 
For information only since the Draft is already on the server the fields are pre-filled
 
WI Committee: Automatically set, but can be changed to another TB / WG / ISG
 
WI Reference:
* Choose an existing Draft version or upload a new one using the drop down menu
Version:
* Upload a new one or choose an existing draft version
 
* Click on '''Save changes'''


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


=== Create a cover page for type: '''New Draft''' ===
=== Create a cover page for type: '''New Draft''' ===
Line 135: Line 911:
It retrieves the information from the General tab.
It retrieves the information from the General tab.


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


There are 2 ways to proceed:
There are 2 ways to proceed:


•Either by requesting an automatically generated cover page
* Either by requesting an automatically generated cover page
 
* Or by selecting one in MS Word already saved on the PC.
 
* The system will zip the cover page and Draft together
 
* Click on '''Make available'''
 
=== Create a New Draft from the Drafts tab ===
* Click on the Drafts tab
Find the Work Item Identification of the Draft to be uploaded.
 
3 icons are available [[File:Glasses icon.PNG|frameless]] [[File:Windows-Manage.gif|frameless|13x13px]]  [[File:Update.gif|frameless]] 
 
Click on the U icon [[File:Update.gif|frameless]]
 
[[File:Picture78.png|frameless|800x800px]]
 
A pop-up window opens.
 
2 scenarios are possible.
 
[[File:Picture80.png|433x433px]]
 
'''Either:'''
 
Upload a new draft:
* Upload a new version for this Work Item by selecting '''Upload a new draft''' and finding it in a local file.
 
* Confirm the new version number (i.e. 0.1.0)
 
* Confirm the '''New Status.'''
 
* Click on '''Save.'''
'''Or:'''
 
Change status of the latest draft:
* Expand the drop down menu '''New Status''' to update the status of an already uploaded draft
 
* Choose one of the maturity milestones:
 
* Early draft,
 
* Stable draft
 
* Final draft for approval
The system will automate a notification: '''Your draft has been successfully uploaded.'''
 
As a result the Work Item journal is also updated in the Work Programme.
 
=== Contribute a New Draft from the Drafts tab ===
* Click on the Drafts tab
[[File:Picture81.png|800x800px]]
* Click on the [[File:C icon.PNG|frameless]] icon that is on the same line as the Work Item reference
The Contribution creation screen for type '''Draft''' opens.
 
[[File:Picture82.png]]
 
==== General tab ====
* Complete the '''General''' tab
'''Title''' <span style="color: red;">*</span>: The system will use the title given in this field as the name of the uploaded file
 
'''Type''' <span style="color: red;">*</span>: New Draft is pre-selected
 
from '''Source''' <span style="color: red;">*</span>: By default the logged-in user
* To modify “'''from Source'''”:
 
* Click on '''Change''', a pop-up '''Manage Source''' opens
[[File:Picture83.png|273x273px]]
* NOTE: Mandatory fields are marked with *.
 
* 4 different types of '''Source''' are available:
[[File:Picture17.png|400x400px]]
* '''Organisation(s):''' Only active ETSI members/participants will be displayed
 
* '''ETSI committee(s):''' Active ETSI Technical Body/Industry Specification Group/Working Group
 
* '''Role(s):''' Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
 
* '''Other''': Free text describing a role not matching one of the above categories
'''NOTE''': There can be more than one Source for a contribution (example: company A, company B, and company C, but all of the same '''type''').


•Or by selecting one in MS Word already saved on the pc.
'''Main Contact''' <span style="color: red;">*</span>: By default logged user


•The system will zip the cover page and Draft together
[[File:Picture7c.jpg|701x701px]]


* Click on Make available
'''Input for Committee''' <span style="color: red;">*</span>: Automatically set, but can be changed to another TB or WG or ISG
 
'''Contribution for''' <span style="color: red;">*</span>: '''Decision, Discussion''' or '''Information'''
* Select the appropriate one '''Additional contact info''': If applicable
'''Meeting – Allocation'''
* Click on the '''Change''' to assign the contribution to a future meeting.
 
* Follow the instructions in the blue text in the pop-up window and click on '''Done'''.
[[File:Picture74.png|507x507px]]
 
The system reverts to the contribution creation screen.
 
To remove a meeting allocation, click on the red cross. [[File:Red Cross.png|frameless|15x15px]]
 
Contributions assigned to a meeting are then listed in the Meeting's Document list.
 
==== Draft tab ====
* Next click on the '''Draft''' tab
[[File:Picture87.png]]
 
For information only since the Draft is already on the server the fields are pre-filled
* Click on '''Save changes'''
 
The system displays a confirmation message '''Contribution has been Reserved'''.
 
=== Create a cover page for type: New Draft ===
The cover page is the ID card of the contribution.
 
It retrieves the information from the '''General''' tab.
* Click on '''Upload/Make available'''
There are 2 ways to proceed:
* Either by requesting an automatically generated cover page
* Or by selecting one in MS Word already saved on the PC.
* The system will zip the cover page and Draft together
* Click on '''Make available'''


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


EG  ETSI Guide
'''EN'''  European Standard


EN  European Standard
'''ENAP'''  EN Approval Procedure


ENAP  EN Approval Procedure
'''EP'''  ETSI Project


EP  ETSI Project
'''EPP'''  ETSI Partnership Project


EPP  ETSI Partnership Project
'''ES'''  ETSI Standard


ES  ETSI Standard
'''EWP'''  ETSI Work Programme


EWP  ETSI Work Programme
'''GR'''  Group Report


GR  Group Report
'''GS'''  Group Specification


GS  Group Specification
'''HS'''  Harmonised Standard


HS  Harmonised Standard
'''IPR'''  Intellectual Property Right


IPR  Intellectual Property Right
'''ISG'''  Industry Specification Group


ISG  Industry Specification Group
'''MAP'''  Membership Approval Procedure
|'''NSO'''  National Standards Organization


MAP  Membership Approval Procedure
'''NWI'''  New Work Item
|NSO  National Standards Organization


NWI  New Work Item
'''OCG'''  Operational Co-ordination Group


OCG  Operational Co-ordination Group
'''PAS'''  Publicly Available Specification


PAS  Publicly Available Specification
'''RoP'''  ETSI Rules of Procedure


RoP  ETSI Rules of Procedure
'''SMP''' Standards Making Progress


SR  Special Report
'''SR'''  Special Report


STF  Special Task Force
'''STF'''  Special Task Force


TB  Technical Body
'''TB'''  Technical Body


TC  Technical Committee
'''TC'''  Technical Committee


ToR  Terms of Reference
'''ToR'''  Terms of Reference


TR  Technical Report
'''TR'''  Technical Report


TS  Technical Specification
'''TS'''  Technical Specification


TWPs  Technical Working Procedures
'''TWPs'''  Technical Working Procedures


WG  Working Group
'''WG'''  Working Group


WI  Work Item
'''WI'''  Work Item
|}
|}
::'''&rArr;'''[[Newcontribution#Identify_the_contribution_type|Back to: Identify the contribution type]]

Latest revision as of 14:39, 2 December 2021

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

Only users logged on the Portal can Reserve/Upload Contributions!

(To request an ETSI on-line account)

Picture1.png

  • Once logged on, select the relevant group, e.g. for Technical Committee DECT:

Picture2.png

  • Select the tab “Contributions”

Identify the Contribution type

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

Picture4.png

See below links to information about the types New Draft and New WI Proposal / Description:

Create a contribution type: New WI Proposal / Description
Create a contribution type: New Draft
Revision of existing contributions

Create contribution type: Other Contribution

This type of contribution (Other Contribution) is typically used for PowerPoint presentations, supporting material and analysis.

Picture4.png

  • Click on Other Contribution in the drop-down menu

NOTES:

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

Mandatory fields are marked with a red asterix *.

General tab

Picture5b.jpg

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

Type *: Other Contribution is pre-selected

from Source *: By default the logged-in user

To modify the Source:

  • Click on Change(a pop-up Manage Source opens

Picture6.png

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

4 different types of Source are available:

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

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

  • Use the Filter, the Add button and the Done button to select the appropriate criteria
  • Enter or modify the information as appropriate

Picture7c.jpg

Main Contact *: The logged-in user

Additional contact info: If applicable

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

Contribution for *:Decision, Discussion or Information

Select the appropriate one

Meeting – Allocation

  • Click on the Change button to assign the contribution to a future meeting

Change.png

(To remove a wrongly assigned meeting allocation, click on the red cross Red Cross.png ). Follow the instructions in the blue text in the pop-up window and click on Done.

Assign.png
The system will return to the contribution creation screen ).
Contributions assigned to a meeting are then listed in the Meeting's Document list.
Related WIs or Deliverables
• Click on the Change button to attach the contribution to an existing Work Item. The system displays all the work items attached to the group.
• Select the relevant work item(s) in the displayed list and click on Add. The selected Work Item(s) appears in List of related WIs.
Picture8.png
(To remove a Work Item selected in error, click on the red cross Red Cross.png )
• Click on Done and the system returns to the Contribution creation screen.

Related Contributions tab

Related Contributions can be linked together (via the General tab or via the Related Contributions tab).

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

To complete the Related Contributions tab:

  • Find the contribution in the list or using the Filter button
  • Click on Add
  • Click on Save changes

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

NOTES:

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

Related contributions can be removed by clicking on the red cross Red Cross.png .

Create a cover page for type: Other Contribution

The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

Picture9.jpg

To generate a cover page:

  • Click on Get cover page
    • an MS Word file will de downloaded.
      • This file is pre-filled with the information you have entered in the General tab
      • The file name starts with the identifier of your contribution
    • Open it
  • Type the content of your contribution in the body of the file and Save
  • If your contribution is not an MS Word file, then Zip the downloaded cover page together with your contribution file.

Make available a Contribution type: Other Contribution

  • Click on Upload/Make Available

Picture10.png

  • Select the zip file

Picture11.png

  • Click on Make Available

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

Picture12.png

  • Subscribe to Contribution upload Notification to receive an e-mail that a new contribution has been uploaded Picture13.png

Create a Contribution type: New Work Item (NWI) Proposal

It is mandatory for New Work Item proposals to be created under the type NWI Proposal / Description in order to generate an entry in the ETSI Work Programme.

Picture14.png

  • Click on New WI Proposal / Description in the dropdown menu

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

Picture15.png

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

General tab

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

Mandatory fields are marked with *

Title *: To describe the content of the contribution

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

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

Source *: By default the logged-in user

To modify the source:

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

Picture16.png

4 different types of Source are available:

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

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

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

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

Picture17.png

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

  • Use the Filter, the Add button and the Done button to select the appropriate criteria
  • Enter or modify the information as appropriate

Picture7c.jpg

Main Contact *: By default logged user

Additional contact info: If applicable

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

Contribution for *: Decision, Discussion or Information

  • Select the appropriate one

Meeting – Allocation

  • Click on the Change button to assign the contribution to a future meeting

Change.png

(To remove a wrongly assigned meeting allocation, click on the red cross Red Cross.png )

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

Picture20.png

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

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

Related WIs or Deliverables

  • Click on the Change button to attach the contribution to an existing Work Item or deliverable.

Picture21.png

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

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

(To remove a Work Item selected in error, click on the red cross  Red Cross.png )

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

Picture22.png

  • Click on Done and the system reverts to the contribution creation screen with the related WI attached.
  • Abstract: Complementary document information can be added in this field.

WI Details tab - Introduction

To complete the Work Item (WI) Details tab for a New Work Item Proposal / Description,

  • Select Creation of a New WI (Deliverable)

Picture23.png

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

  • Select Revision of an existing Deliverable

WI Details tab - Creation of a New Deliverable

Mandatory fields are marked with *

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

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

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

Deliverable *: New (by default)

Standard Type *:

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

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

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

Picture23.png

Requested WI Reference:

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

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

Third field: optional for a series of documents divided in parts.

Picture24.png

Formal Title *: By default the TB, WG or ISG short name (see ETSI Directives, TWP, Clause 1.6).

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

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

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

Scope of Work:

  • Explain the work to be done.

Rapporteur:

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

Only names registered in the ETSI database will be displayed.

Supporting companies:

  • Click on Add/Remove.

Picture25.png

  • In the Search field first enter the name of the organisation then click on the Filter button.

   The full name should appear in the box below.

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

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

Picture88.png

Design for All Assessment:

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

Picture26.png

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

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

Schedule:

  • Complete the TB adoption, WG and TB approval dates. These are required in order for the NWI proposal to be accepted.

Picture92.png

Aspects and Keywords:

  • Select the appropriate Aspects.

Picture89.png

Users

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

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

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

Will it improve privacy and security of user communications?

Consumers

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

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

If so, then consumer representatives need to participate.

Environment issues

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

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

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

Labour

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

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

If so, then worker representatives should be consulted.

SMEs

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

Will its implementation have particular implications for SMEs?

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

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

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

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

Security and privacy

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

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

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

  • Select Keywords by clicking on Add/Remove.
  • Search the keywords and add them with a double click.
  • Click Done to save the selection and close the window.

A minimum of 2 Keywords are required.

Frequencies: (If applicable)

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

Picture91.png NOTE: If the WI Details tab is not fully completed it is not possible to ACCEPT the WI proposal.

WI Details tab - Revision of an existing Deliverable

For the Revision of an existing Deliverable the system will retrieve the details from the ETSI Work Programme and pre-fill a number of fields.

Picture28.png

Deliverable *: Revision of (by default)

  • Enter the ETSI number (e.g. GR NFV-IFA028) or the Work Item reference using the drop down menu.
  • Verify and update, as necessary
  • Click on Save changes.

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

Check a Work Item (WI) Proposal / Description

During the creation of the New WI Proposal, the system will display a warning at the top right corner of the WI Details tab:

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

Picture29.png

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

The warning is refreshed automatically.

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

WI proposal is complete (READY for approval)

Picture30.png

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

If the proposal is incomplete:

  • Select Complete now or Complete later

Picture31.png

If the proposal is complete:

  • Select Yes now or No later

Picture32.png

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

Create a cover page for a New WI Proposal / Description

The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

A cover page can be generated in 2 ways.

By the system or by the user or

By the system:

  • Click on Get cover page

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

  • Click on Make available

Picture33.png

By the user:

  • Click on Get cover page
  • Update the cover page in MS Word and save.
  • Zip the cover page and contribution together
  • Click on Make available

Picture34.png

Preliminary Work Item number (PWI)

The PWI is the identification number of the Work Item until it is approved at the TB/ISG level.

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

The PWI number consists of the following:

Picture35.png

PWI_TB/ISG name_Year + sequence number_version

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

The PWI number is visible in 2 places:

Picture36.png

1.In the WI Details tab in the NWI proposal

2. In the Work Programme

Make Available a New WI Proposal / Description

The Related Contributions tab allows:

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

Picture37.png

Related Contribution tab

Search by either a keyword or the Contribution number using

  • Select the related Contribution in the list
  • Click Add
  • Click on Save changes

Picture38.png

NOTE: Related contributions can be removed by clicking on the red cross Red Cross.png

History tab

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

Picture39.png

Revise a Contribution - Introduction

To update the content of a Contribution which is currently in the status Available

  • Create a Revision of the Contribution via:

a) The Contributions tab

Picture40.png

or

b) The Meetings tab

Picture41.png

Revise a Contribution type: Other

From the Contributions tab:

  • Identify the Contribution to be revised and click on the glasses icon Glasses icon.PNG .The General tab opens

Picture42.png

  • Click Revise on the bottom of the screen

Picture43.png

  • Update the fields (e.g. Meeting Allocation, Abstract)
  • Select the revised file to upload
  • Click on Save changes followed by Upload/Make Available

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

From the Meetings tab:

  • Identify the meeting that the contribution is attributed to

Picture44c.png

  • Click on the meeting hyperlink

The Meeting Information page opens.

  • Click on the link to List of 25 Contributions assigned to this meeting

Picture43b.png

  • Identify the contribution to revise and click on the glasses icon. Glasses icon.PNG

The General tab opens

  • Click on Revise on the bottom of the screen.

Picture46.png

  • Update the fields (Meeting Allocation, Abstract)
  • Select the revised file to upload
  • Click on Save changes followed by Upload/Make Available.

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

Revise a Contribution type: NWI Proposal / Description

A NWI Proposal is revised when key elements change i.e. title, scope of work, Rapporteur, additional supporting companies or schedule.

  • From the Contributions tab, identify the contribution to be revised and click on the glasses icon Glasses icon.PNG . The contribution details page will open.

Picture47.png

  • Click on Revise

Picture48.png

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

Picture49.png

  • Open the WI Details tab to insert new information

Picture50.png

  • Click on Save changes followed by Upload/make Available.

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

NOTE: The PWI number will also be revised.

Change the status Available of a Contribution - Introduction

Updating the status is the responsibility of the Chairman, Vice-chairman and the ETSI support staff.

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

From the Contributions tab: Identify the Contribution to be revised and click on the glasses icon. Glasses icon.PNG

Picture52.png

  • Click on the appropriate status button

Picture53.png

Status options:

Picture51.png


Status Accepted

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

Picture54.png

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

A pop-up window will open

  • Enter comments if any and click OK.

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

Status Rejected

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

Picture55.png

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

A pop-up window will open.

  • Enter comments (mandatory) and click OK.

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

Status Noted

Picture56.png

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

Options:

Status Noted

Status Noted Revision Requested

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

A pop-up window will open.

  • Enter comments and click OK.

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

Status Postpone

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

Status Withdraw

Picture57.png

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

A pop-up window will open.

  • Enter comments and click Withdraw.

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

Change the status of Contribution type: NWI Proposal / Description

To Accept a New Work Item Proposal / Description there are two scenarios:

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

To Accept a NWI Proposal created at TB/ISG level

  • Click on the glasses icon Glasses icon.PNG for the NWI proposal.

Picture58.png

Providing all fields have been entered in the WI Details tab and the proposal is ready for approval:

  • Click on Accept

Picture59.png

A pop-up window will open

  • Enter comments if any and click OK.

Picture60.png

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

To Accept a NWI Proposal created at WG level

A Work Item proposal created at Working Group level should be approved first by the WG and then by the TB/ISG at plenary level.

There are 2 ways:

  • Click on the glasses icon Glasses icon.PNG for the NWI proposal

Picture61.png

  • Select Submit to ERM for approval in the General tab

Picture62.png

  • Select the appropriate meeting from the drop down list

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

Alternatively

  • Click on the glasses icon Glasses icon.PNG for the NWI proposal.

Picture63b.png

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

Picture63.png

To Progress a NWI Proposal created at WG level

A new contribution page will open with the WI Details tab pre-filled

  • Update the Source with the WG name
  • Change the Input for committee to the parent TB/ISG
  • Allocate the WI proposal to the next available meeting by clicking on the Change button

Picture64.png

  • Click on Save changes

A pop-up window will open

  • Click on Yes now

Picture65.png

The WI proposal will be Reserved and allocated a Contribution number.

  • Click on Upload/Make Available

Picture66.png

  • Select Make available

Picture68.png

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

Drafts (of ETSI Standards) - Introduction

To create the first version of a Draft

  • Download the deliverable templates from the editHelp! webpages

EditHelp.jpg

  • These are in MS Word and contain essential titles and text blocks.
  • Select the appropriate deliverable type (see ETSI Directives Technical Working Procedures (TWP) Annex A.3).

Find the templates for ETSI deliverables

There are 2 skeletons for each type of deliverable:

- one with explanatory text to guide rapporteurs

- one without the explanatory text.

NOTE: If the intention is to revise an existing deliverable, download the latest published version in MS Word from the ETSI Work Programme on the portal.

Picture69.png

Create a Contribution type: New Draft

There are 2 ways to upload a new version of a Draft deliverable:

- via the Contributions tab

- via the Drafts tab (see 5.7)

Contributions:

  • Select the Contributions tab

Picture70.png

  • Click on New Draft in the drop-down menu

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

New Draft - General tab

  • Complete the General tab

Picture71.png

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

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

  • To modify the Source:
  • Click on Change (a pop-up Manage Source opens - see next page in this Helpfile by clicking on Next)

NOTE: Mandatory fields are marked *.

4 different types of Source are available:

Picture72.png

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

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

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

Main Contact *: By default logged user

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

Contribution for *: Decision, Discussion or Information

  • Select the appropriate one

Picture7c.jpg

Additional contact info: If applicable

Meeting – Allocation

  • Click on the Change to assign the contribution to a future meeting.
  • Follow the instructions in the blue text in the pop-up window and click on Done.

Picture74.png

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross Red Cross.png .

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

Draft tab

Next click on the Draft tab

Picture75.png

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

WI Reference:

  • Choose an existing Draft version or upload a new one using the drop down menu

Picture76.png

Version:

  • Upload a new one or choose an existing draft version
  • Click on Save changes

The system will confirm that the Contribution has been Reserved.

Create a cover page for type: New Draft

The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

  • Click on Upload/Make available

Picture77.png

There are 2 ways to proceed:

  • Either by requesting an automatically generated cover page
  • Or by selecting one in MS Word already saved on the pc.
  • The system will zip the cover page and Draft together
  • Click on Make available

Upload a New Draft

Main Contact *: By default logged user

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

Contribution for *: Decision, Discussion or Information

  • Select the appropriate one

Additional contact info: If applicable

General tab

  • Complete the General tab

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

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

  • To modify from Source:
  • Click on Change, a pop-up Manage Source opens
  • NOTE: Mandatory fields are marked with *.
  • 4 different types of Source are available:
  • Organization(s): Only active ETSI members/participants will be displayed

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

  • Role(s): Chairman, Vice Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI Secretariat, ETSI Director-General, Other
  • Other: Free text describing a role not matching one of the above categories

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

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

Main Contact *: By default logged user

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

Contribution for *: Decision, Discussion or Information

  • Select the appropriate one

Additional contact info: If applicable

Meeting – Allocation

  • Click on the Change to assign the contribution to a future meeting.
  • Follow the instructions in the blue text in the pop-up window and click on Done.

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross Red Cross.png

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

Draft tab

  • Next click on the Draft tab

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

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

WI Reference:

  • Choose an existing Draft version or upload a new one using the drop down menu

Version:

  • Upload a new one or choose an existing draft version
  • Click on Save changes

The system displays a confirmation message Contribution has been Reserved.

Create a cover page for type: New Draft

The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

  • Click on Upload/Make available

There are 2 ways to proceed:

  • Either by requesting an automatically generated cover page
  • Or by selecting one in MS Word already saved on the PC.
  • The system will zip the cover page and Draft together
  • Click on Make available

Create a New Draft from the Drafts tab

  • Click on the Drafts tab

Find the Work Item Identification of the Draft to be uploaded.

3 icons are available Glasses icon.PNG Windows-Manage.gif Update.gif

Click on the U icon Update.gif

Picture78.png

A pop-up window opens.

2 scenarios are possible.

Picture80.png

Either:

Upload a new draft:

  • Upload a new version for this Work Item by selecting Upload a new draft and finding it in a local file.
  • Confirm the new version number (i.e. 0.1.0)
  • Confirm the New Status.
  • Click on Save.

Or:

Change status of the latest draft:

  • Expand the drop down menu New Status to update the status of an already uploaded draft
  • Choose one of the maturity milestones:
  • Early draft,
  • Stable draft
  • Final draft for approval

The system will automate a notification: Your draft has been successfully uploaded.

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

Contribute a New Draft from the Drafts tab

  • Click on the Drafts tab

Picture81.png

  • Click on the C icon.PNG icon that is on the same line as the Work Item reference

The Contribution creation screen for type Draft opens.

Picture82.png

General tab

  • Complete the General tab

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

Type *: New Draft is pre-selected

from Source *: By default the logged-in user

  • To modify “from Source”:
  • Click on Change, a pop-up Manage Source opens

Picture83.png

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

Picture17.png

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

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

Main Contact *: By default logged user

Picture7c.jpg

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

Contribution for *: Decision, Discussion or Information

  • Select the appropriate one Additional contact info: If applicable

Meeting – Allocation

  • Click on the Change to assign the contribution to a future meeting.
  • Follow the instructions in the blue text in the pop-up window and click on Done.

Picture74.png

The system reverts to the contribution creation screen.

To remove a meeting allocation, click on the red cross. Red Cross.png

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

Draft tab

  • Next click on the Draft tab

Picture87.png

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

  • Click on Save changes

The system displays a confirmation message Contribution has been Reserved.

Create a cover page for type: New Draft

The cover page is the ID card of the contribution.

It retrieves the information from the General tab.

  • Click on Upload/Make available

There are 2 ways to proceed:

  • Either by requesting an automatically generated cover page
  • Or by selecting one in MS Word already saved on the PC.
  • The system will zip the cover page and Draft together
  • Click on Make available

See terms and abbreviations

EDRs  ETSI Drafting Rules

EG  ETSI Guide

EN  European Standard

ENAP  EN Approval Procedure

EP  ETSI Project

EPP  ETSI Partnership Project

ES  ETSI Standard

EWP  ETSI Work Programme

GR  Group Report

GS  Group Specification

HS  Harmonised Standard

IPR  Intellectual Property Right

ISG  Industry Specification Group

MAP  Membership Approval Procedure

NSO  National Standards Organization

NWI  New Work Item

OCG  Operational Co-ordination Group

PAS  Publicly Available Specification

RoP  ETSI Rules of Procedure

SMP Standards Making Progress

SR  Special Report

STF  Special Task Force

TB  Technical Body

TC  Technical Committee

ToR  Terms of Reference

TR  Technical Report

TS  Technical Specification

TWPs  Technical Working Procedures

WG  Working Group

WI  Work Item

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