Proposal stage (OSD)
In this article
Document workflow during Proposal stage
How do I access the online document?
How do I work on the online document with a project team (stage 10.00)?
How do I circulate the document for members' commenting (stage 10.20)?
How do I resolve comments (stage 10.60)?
How do I move the project to the bext stages (10.92, 10.98, 10.99)?
Document workflow during Proposal stage
The Proposal stage includes 3 main stages: Drafting, commenting and comments resolution.
Roles during Proposal stage
At this stage, WG Officers* and parent committees Officers** are Leaders on the online document. All other roles are by default Readers (i.e. Committee members, Liaison representatives, Partners, Document monitors, and Voters).
During the Drafting and Resolution stages (10.00, 10.60), the Leaders set up the project team by granting the relevant permissions to the members participating to the document authoring. To know more about Setting up a project team, refer to the article at the bottom of the page.
During the Commenting stage (10.20), the Leaders and all other roles have Read-only access to the document, except for the Liaison representatives and Voters who are invited to comment on the document.
To better understand roles and their associated permissions, please refer to the article OSD permissions linked at the bottom of the page.
* WG Officers: Convenor, Convenor/Secretary support team, Twinned Convenor, WG Secretary and Project Leader
** Parent committees officers: TC/SC officers (Committee Manager, Committee Manager support team, Twinned Committee Manager, Chairperson, Chairperson support team, Vice Chairperson, Chair-elect)
Summary of roles during proposal stage
Related articles
For more information on OSD roles please visit OSD permissions article
How do I access the online document?
There are several ways to access your online document, check the article Accessing online document referenced at the bottom of this page.
Related articles
If your project has no online document yet, the Committee Manager can activate it directly in Projects. For more information on how to do this, please check the article Activate online document.
How do I work on the online document with a project team (stage 10.00)?
Once the online document is active, and the WG Officers* and parent committees Officers** have defined the project team, each team member can start authoring and commenting on the online document.
- Check articles from the category Drafting in an Online Document, to know more about how to author a document
- Check articles from the category Commenting in an Online Document, to know more about how to comment on a document
- Check articles from the category Resolve Comments in an Online Document, to know more about how to resolve comments (Committee and WG officers only).
How do I circulate the document for members' commenting (stage 10.20)?
Unless, the Committee Manager has submitted to ISO/CS the eForm4 at stage 00.99 which creates automatically an New Work Item Proposal (NP) ballot. At stage 10.00, if there is no existing NP ballot, the Committee Manager can create it manually. The project stage will automatically move from 10.00 to 10.20 when the NP ballot opens.
Related articles
How do I resolve comments (stage 10.60)?
Once the NP ballot has closed, the project stage will automatically get updated to stage 10.60. All the roles to the online document will be reset to the default roles as explained in section Roles during Proposal stage.
At this stage, the Committee and WG officers can resolve all captured comments. In addition they can update their project team roles to contribute to the document's authoring.
- Check articles from the category Resolve Comments in an Online Document, to know more about how to resolve comments (Committee and WG officers only).
- To update the project team roles, refer to the article Setting up a project team at the bottom of the page.
How do I move the project to the next stages (10.92, 10.98, 10.99)?
Once all comments have been resolved, and the document is ready to move to the next stage (Preparatory stage), move your project to stage 20.00 by following the step in the article: Update Project stages.
Unless the project gets cancelled (10.98), the online document stays available for authoring.