OSD Procedure summary

Overview process

The below diagram shows an overview of the document lifecycle and where key responsibilities lies during the Standards Development process.

Actions by stage

Preliminary and proposal stages

• The proposer prepare Form 4 and start drafting using the traditional word-based template.
• The Committee Manager complete eForm4 which will initiate the creation of the project in Project application as well as the NP ballot.
• At closure or the NP ballot, the Committee Manager complete the Post Voting Decision to create the eForm6 and indicate if the project will be developed in OSD or not. For more information about OSD adoption and eligibility please consult this article: OSD adoption by ISO committees and eligible projects

Preparatory stage

20:00: The Committee Manager set up a project team and start drafting a mature draft

20.20: The Convenor conducts a WD study (8 weeks)

• Convenor create a WD Study Consultation (at stage 20.00)
• When WD study opens, WG members are automatically notified and project is moved to 20.20
• All WG experts get access to provide comments directly in the online document (link available in the WD Study consultation)
• All WG experts can view the comments from other experts during the WD Study Consultation and reply to comments.
• Once the WD Study consultation has closed, the project stage is automatically updated to 20.60

20.60: The Convenor or Committee Manager forms a project team to resolve comments.

• All WG experts are by default READER
• Convenor, Committee Manager or Project Leader can update the permissions to allow experts to contribute and help resolving the comments
• The Convenor or Committee Manager shall Export comments and resolution and circulated it as N-document to all WG experts.

20.99: The Committee Manager update the project stage from 20.60 to 20.99 and to 30.00

Committee stage

30.00: The Committee Manager, Convenor and/or Project Leader can make final changes to the draft before opening the CD Consultation

30.20: The Committee Manager conducts a CD Consultation ( 8 Weeks)

• Committee Manager creates a CD Consultation (at stage 30.00)
• When CD Consultation opens, the CIB voters and Liaison Representatives are automatically notified and project is moved to 30.20
• All NMC members (if registered in the GD) can provide comments directly in the online document (link available in the CD consultation)
• All NMC members (from same country) can view each other comments during the CD Consultation and reply to comments
• The NMC Secretary or Voter can pause the commenting period to allow some time for comment consolidation
• Once the CD Consultation has closed, the project stage is automatically updated to 30.60

30.60: The Committee Manager or Convenor forms a Project team to resolve comments.

• The Committee Manager export the comments made by the members and circulate the file as necessary as a N-document.

• The Committee Manager/Project leader/Convenor resolve comments: Resolve comments. Note: all comments must be resolved before moving the project to next stage.
• Convenor or Committee Manager can update the permissions to allow experts to contribute and resolve the comments
• The Committee Manager shall Export comments and resolution and circulated it as N-document to all members.
  • Note: Voters are also allowed to export the comments and resolution directly from OSD
• The Committee Manager update the project stage from 30.60 to 30.99

30.99: The Committee Manager submit the project via Submission Interface (SI) for DIS

• The Committee Manager submit the project via Submission Interface. Only the explanatory report needs to be submitted as ISOCS has access to the draft online.
• The Committee Manager must ensure that all track change have been cleared and the online document contains all latest changes.

Enquiry stage

40.20: ISOCS launch the DIS ballot

• When DIS ballot opens, the DIS voters and Liaison Representatives are automatically notified and project is moved to 40.20
• All NMC members (if registered in the GD) can provide comments directly in the online document (link available in the CD consultation)
• All NMC members (from same country) can view each other comments during the CD Consultation and reply to comments
• The NMC Secretary or Voter can pause the commenting period to allow some time for comment consolidation
• ISOCS editors provide comments and changes directly in the online document
• Once the DIS ballot has closed, the project stage is automatically updated to 40.60

40.60: The Committee Manager or Convener forms a Project team to resolve comments.

• The Committee Manager export the comments made by the members and circulate the file as necessary as a N-document.
• The Convenor/Project leader resolve comments: Resolve comments. Note: all comments must be resolved before moving the project to next stage.
• Convenor or Committee Manager can update the permissions to allow experts to contribute and resolve the comments
• The Committee Manager shall Export comments and resolution and circulated it as N-document to all members.
  • Note: Voters are also allowed to export the comments and resolution directly from OSD
• The Committee Manager complete the Post Voting Decision process to update the project stage from 40.60 to 40.99

40.99: The Committee Manager submit the project via Submission Interface (SI) for DIS

• The Committee Manager submit the project via Submission Interface. It is no longer required to submit the draft in Word and/or PDF as ISOCS as access to the online draft.
• The Committee Manager must ensure that all track change have been cleared and the online document contains all latest changes.

Approval and Publication stages

50.00 : the Committee and WG have read-only access and can therefore only consult the document.

• The ISOCS Editorial Manager can access the document to review and provide editorial comments and changes.
• If needed, the ISOCS Editorial Manager will assign Officers as CONTRIBUTOR during their editing task to work collaboratively on the online document.
• The document either goes to Direct Publication and a Proof Reading will be required at stage 50.20 or it goes to Final Approval and FDIS ballot will be launched by ISOCS.

50.20 : Proof Reading or FDIS ballot

Proof Reading

• During Proof Reading the Committee Manager, Convenor and Project Leader are invited to provide comments in the online document

FDIS Ballot

• When FDIS ballot opens, the FDIS voters and Liaison Representatives are automatically notified and project is moved to 50.20
• All NMC members (if registered in the GD) can provide comments directly in the online document (link available in the CD consultation)
• All NMC members (from same country) can view each other comments during the CD Consultation and reply to comments
• The NMC Secretary or Voter can pause the commenting period to allow some time for comment consolidation
• Once the FDIS ballot has closed, the project stage is automatically updated to 50.60

50.60 : Closure of FDIS ballot

• If the FDIS ballot is approved, the project is automatically updated from stage 50.60 to 60.00.

If the FIDS ballot is disapproved:

• The Committee Manager export the comments made by the members and circulate the file as necessary as a N-document.
• The Convenor/Project leader resolve comments: Resolve comments. Note: all comments must be resolved before moving the project to next stage.
• Convenor or Committee Manager can update the permissions to allow experts to contribute and resolve the comments
• The Committee Manager shall Export comments and resolution and circulated it as N-document to all members. Note: Voters are also allowed to export the comments and resolution directly from OSD
• The Committee Manager complete the Post Voting Decision process to update the project stage from 50.60 to 40.99 to re-submit the document for Approval.

60.00 : Comment resolution

The Committee and WG have still READERS access and can therefore only consult the document in read only.

During stage 60.00:

• the ISOCS Editorial Manager resolves the comments received during the FDIS ballot.
• Once the comments resolutions are done, the Officers (Committee Manager, Convenor and Project Leader) will have a period of two weeks to provide their final comments and/or confirm that we can go ahead with the publication.
• after this two weeks review, the ISOCS Editorial Manager checks the document for the last time before publication.