Create a Working Draft (WD) study
In this article
What is the Working Draft (WD) study?
This article is relevant for:
Convenor; WG Secretary
Please note
- Secretary, Twinned Secretary, Secretary/Convenor Support Team roles refer to Working Groups (WG), Policy committees, and Governance committees.
- Committee Manager (CM), Twinned Committee Manager (Twinned CM), Committee Manager Support Team (CM Support Team) roles refer to technical committees and their sub-committees only.
What is the Working Draft (WD) study?
The ‘ Working Draft (WD) study’ is a common practice during the ‘Preparatory stage’ of a project and aims to gather comments from WG members on the mature draft (stage 20.20 and 20.60 in the International harmonized stage codes).
Please note
Once the WD study opens, the project stage will update automatically to 20.20, and when it closes, the project will move to stage 20.60 accordingly. As usual, you can follow you project progression in ISO Projects
Create a Working Draft (WD) study
In the WG Consultation section, click on New Consultation and in the drop-down menu select Working Draft (WD) study.
This will launch a 4-step wizard that will help you creating the Working Draft (WD) study.
1 Working Group selection
Select the working group for which you wish to create the Working Draft (WD) study.
Please note
The drop-down list will only display working group(s) for which you are registered as Convenor or WG Secretary, and/or in a support team role in the Global Directory.
After the selection of the working group, the screen will automatically refresh to allow you to select the project to which the WD Study is related (this field is mandatory).
Select the project from the drop-down list :
Please note
The drop-down list is driven by data taken from ISO Projects database. If you cannot find your project in the list, please contact projects@iso.org
2 Working Draft (WD) study information
This step allows you to enter the Working Draft (WD) study's metadata, i.e. reference, start date and end date. Fill in all the required fields.
| Fields | Description |
| Reference | Ballot reference or document title. |
| Start date | Vote opening date |
| End date | Vote closing date |
| Notes | Any notes relevant to the WD study |
Please note
The system proposes by default a 8 weeks duration for the WD study, but convenor can modify it as required.
Click on Next
3 Questions and answers
This step displays the set of questions and answers that will be proposed during the WD Study. Since the WD Study is based on an ISO template for the questions and answers, you cannot change any of them.
Click the Create button to move to Step 4.
Please note
Note that until you click the Create button, you can go back in the process anytime by clicking the Previous button to modify the ballot data.
4 Reference documents
This step allows you to add any reference document(s) to the WD study or any other link to useful resources.
Please note
If your project team is working on a an online document (OSD), refer to the next section 5. Reference documents for projects developed online to know how to provide a link to the online document.
Warning
The balloting portal does not automatically create N-documents on ISO Documents.
It is therefore recommended to first upload the relevant N-Documents for the ballot onto Documents platform, then download the N-document and attach it to the ballot.
Open the function menu next to Reference document and links and select: Add new reference document.
Select the file to be added from your desktop and click on Upload.
The WD study has been successfully created, with the reference document and will open automatically on the defined Start date. Click on the Finish button to terminate the wizard.
5 Reference documents for projects developed online
For projects being drafted via the OSD platform, the link to the online draft is automatically added as a reference document in the Working Draft (WD) study. WG experts, can access the document online and place their comments as long as the WD study remains open. Once the WD study closes, WG experts can no longer comment.
We kindly ask you to add the two pdf quick start guides for voters and national experts which will provides some guideance to members on the new Member Commenting process via OSD.
The documents are available here:
Guick-start-guide-for-national-experts.pdf
Guick-start-guide-for-Voters.pdf
To add additional document(s) to the WD study, open the function menu next to Reference document and links and select: Add new reference document.
Select the file to be added from your desktop and click on Upload.
The WD study will be successfully created, with the reference document and will open automatically on the defined Start date.
Click on the Finish button to terminate the wizard.