Contributions old

CONTRIBUTION SEARCH

In order to access the Contribution application you first need to be logged in to the ETSI portal (http://portal.etsi.org). You have two ways of accessing this application:

1st way

Select a Technical body/Working Group/Task Group. On this page you will see a new Contributions portlet appearing. From this portlet you can see the two buttons:

- Contribute - This allows you to create a New Contribution

- Search - This allows you to access the search screen in the contribution application

Click on the search button to access the contribution application search functions.

2nd way

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

On this above screen you can:

- Create a New contribution

- View the contributions that have been attached to this meeting

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

The search main screen is used to find a specific set of contributions depending on certain criteria.

From this screen you can specify the context in which your search will be performed. The list box ‘’Available Criteria list’’ proposes the following criteria:

Select one criterion and click on the button in order to move it from the "Available Criteria list" to the “Selected Criteria list”, repeat the action should you wish to add other criteria. To select all criteria at once click on . When your selection is finished click on See screen capture below:

In the next screen, a list box ‘’criteria list’’ recollecting your chosen criteria is displayed. In order to define your criteria value you first need to select one of your criteria from the ‘’criteria list”. The right part displays the criterion value.

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

In order to affine your criteria, click on one of the selected criteria and inform the value you wish i.e. Click on For Decision, Discussion, Information, the list of those 3 items appears on the right list box, then select one of them and click on the button , the criterion’s value appears then in the criteria list.

After having defined your filter criteria’s value click on “refresh” and the search query is submitted. In order to remove a criteria or/and a value from the Criteria list, click on the blue cross close to the criteria/value in the list. Should you wish to cancel all your pre defined criteria and values, click on "clear all" Should you click on the "New" button that allows you to define new search filter criteria then all values and all criteria are removed from the list box. To save your query and being able to retrieve your favourite ones each time you log in the portal click on button save as under the Criteria list, a pop up opens asking you the name of your query, fill in the name of your query and click OK:

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

Update a saved query:

To update a saved query, click on one of them under ‘’My query’’ and click on the button "edit query" on the top right of the screen. Your query is expanded and you can update some/all your filter criteria. Finish by clicking on "save", then the custom query is updated into the database.

Define your view format

Should you wish to perform a search without the need to save it, then repeat the actions below except the save part of your query and click on the button "Refresh". The result grid displays all records found in the database which match the query executed by the user.

It is possible to select a predefined view format to display the result. A menu "Select view Format" is displayed at the top of the section, above the grid. It displays the list of actions available on view format, and it displays the list of available view formats (default view format, any number of custom view formats).

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

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

See figure below:

Should you wish to display all available columns then use the that will move all the items from the left to the right column. Should you wish to remove the selected items except "Contrib ID", "Title" and "Actions which are mandatory, then click on

Should you wish to select items one by one then select the wished item in the left part of the pop-up and use to move it to the right part. Should you wish to remove one item from the selected list then select this item and click on

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

CREATE A CONTRIBUTION

You can create a contribution from two destinations:

- From the Portal Contributions portlet by clicking on the "contribute" button

- From the Contribution application itself by clicking on "New contribution"

When you click on these buttons, a pop-up opens asking you to choose your contribution types.

Create a Meeting Agenda, Meeting Report, Change Request, Liaison Statement IN/OUT, Other contribution

The system displays the contribution creation main screen on the general tab.

Here are the attributes needed to fill in, in order for the system to capture these information and retrieve them in the contribution document.

Note: All attributes from the general tab are mandatory except the contact and abstract fields.

- The type of the contribution can be changes for this "family of contributions" - Title: Type text - Manage Source: When clickng on the button near the field "Source", a pop-up "Manage Source" opens.

There are 3 different types of Source:

     - Organisations
     - ETSI committees
     - Roles: Chairman, Vice-Chairman, Secretary, Rapporteur, WG/TG Chairman, ETSI support, Other

Note: all sources of a contribution must be from the same type.

You can add one or multiple sources from the same type.

- Contact: Type free text - For: You need to inform the system whether your contribution is for Decision, Discussion, Information - IF your contribution is for decision then you have to document it by filling in the "Decision/Action requested" -Abstract: Type text

You have the possibility to attach your contribution to a meeting. To do so, from the genral tab you will need to click on the button "next" or to select the Tab "Meeting" from the top bar of the pop-up window.

The system retrieves the ongoing and future meeting of the committee, you can still use the text field that allows you to filter the content of the list box and/or to call other meetings from other committees as you can attach a contribution to any ETSI TB meetings.

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

Select the meeting from the displayed list and an allocation and click on the select button.

The selected meeting and allocation are displayed at the bottom of the pop-up with a red cross in case you decide to remove this chosen meeting and select a new one:

You can also attach your contribution to a related work item

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

Attach your contribution to a related contribution To do so, repeat the same actions as for "Add related Work Item"

Your contribution can now be Saved. Note: The information in relation to Meetings, Related Work items and related contribution are not mandatory, the contribution can be saved as soon as you have indicated the attributes from the General Tab.

Your contribution is saved, the system displays the buttons that will allow you to "get cover page" "make available"...

Click on "get cover" page, the system will display a word document retrieving all the necessary information on the contribution (from the General Tab). You can add content to this cover page and save it on your computer. Then click on "Make available" and upload your contribution.

Create a New Work Item (NWI) proposal

When informing the system that you intend to contribute a New WI proposal by ticking it in the list of contributions types, a pop-up appears explaining that you won't be able to change the type of your contribution in the next steps. As the new work item is treated in different manner as the other contributions.

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

After having filled in the attributes from this tab, then click on "next " button or select the tab "WI details" from the top bar menu:

This tab reflects the content of the New Work Item sheet you are used to utilize. To make available (reserve and upload) a NWI proposal you need to inform the following fields: - WI committee - Titles (Formal Title, Formal Title 2) - Scope of the work

You can present your contribution to the chosen Committee with only those 3 fields filled in. Nevertheless you will need to inform the system about the other fields in order to be able to "accept" this Work Item.

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

- Deliverable: New or revision of an existing standard

- Standards type: EN, TR, TS, EG, ES, GS

- To be Published as Version

- Working Title

- Rapporteur

- Supporting Companies

- Schedule

- Keywords

Note: A button "Check Work Item proposal" allows you to check whether your contribution is ready for approval, with all needed attributes filled in or not. If not, then the system informs you of the missing fields.

Then click on "save" button. The systems retrieves your contribution details. You can leave the application at any time leaving your contribution in the "reserved" status or you can "upload/make it available" from this screen:

Click on "upload/make it available", a pop-up is displayed

Click on Ok and the system will automatically generate the contribution and upload it.

Your NWI proposal is now in status "Available".

Contribute a draft

In order to be able to contribute a New draft, it has to be present on the ETSI server via the application Latest drafts, that you can find on each Technical Body's homepage.

To manage your draft on Latest draft, choose the Work Item reference for which you need to upload a draft for, then click on the that will allow you to upload a new version of a draft, to choose the status of this draft (Early, Stable, Final draft for approval) and to manage the Maturity milestones target dates.

Note: If it is the first time you upload a draft for a New Work Item reference the system will display the following pop-up asking you where to store your draft:

You can choose the Work Item path or leave the system's suggestion and click on the "Save" button. Then the following pop-up window is displayed:

To upload a new version of a draft, select in the above screen "the upload new draft button", then click on the browse button and choose your file from your computer.

Should you wish to change the status of this draft, select it in the new status drop down list.

You can also "Manage target dates" for this draft by clicking on the button related:

Click on "Save" should you change these target dates and then clcik on "Save" to confirm the upload of your draft. The system displays a upload confirmation message. Your draft has been succesfully uploaded.

Contribute a draft from the Latest drafts application

Now that your draft is available of the latest drafts server you can contribute it from this application by clicking the button that will directly drive you to the creation screen of the contribution application.

The "General" Tab is pre-filled with all information the system could retrieve from the Latest draft application. Please fill-in the Title, choose whether your draft is for information, discussion or decision, you can type free text in the abstract box and click on next or select the tab "Draft" at the Top of this window.

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

You can also attach your contribution to:

- Meeting

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

- Related contribution

Contribute a draft from the Contribution application

To contribute a draft from the contribution application, start by repeating the steps under part 2.CREATE A CONTRIBUTION of this Help File, then choose the type "New draft" from the list of contribution types.

The system displays the general Tab which you are asked to fill in, then click on the "NEXT" button or select the tab "Draft" at the top of the window. The system displays the following Data:

From this screen the system asks you to select the following data:

- WI committee: List of all ETSI Technical bodies

- WI reference: List of all WI reference that belong to the TB this WI attached to and for those of them that already have a t least one draft present on the server

-Version: In the drop down list, the system displays the verion of this draft he is aware of, which means that are present on the server and therefore have already been uploaded via Latest Draft application. If the version you need to contribute has not yet been uploaded via Latest Draft, then you can click on the button that will open the Latest Draft pop-up window that allow you to manage your drafts.

From this pop-up, upload your new draft and click on "Save", then the system will display in the drop down list for the available versions of your draft the one you've just uploaded.

Attach your contribution to a meeting, to related contributions should you wish to do so and click on "Save"

Your contribution is now on a "Reserved" State