OSD Procedure summary

This article is relevant for

Committee Managers, Committee Manager Support Team, Convenors, Project Leaders and all OSD users

Overview process

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

Actions by stage

Preliminary stage (optional)

If a project is already registered in Project application, the initial draft can developed in the Online Standards Development platform. This will avoid having to import the content later on in the process.

Please read the article Activate and inactivate an online document for more information about how and when you can activate an online document

Proposal stage

New project with PWI in OSD

  • The proposer prepares Form 4 and submits to Committee Manager
  • The Committee Manager complete the e-Form 4. For more information view the article: Create a new project. Once the e-Form 4 is submitted, the NP ballot is automatically generated. The ballot will include a link to the online document by default.

New Project without PWI in OSD

  • The proposer prepares the Form 4, and possibly an initial draft using the traditional word-based simple template.
  • The Committee Manager complete the e-Form 4. For more information view the article: Create a new project. Once the e-Form 4 is submitted, the NP ballot is automatically generated. The Committee Manager attach the initial draft if any.
  • At closure of the NP ballot, the Committee Manager completes the Post Voting Decision to create the eForm6 indicating if the project is 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 OSD LEADERS (typically the WG Convenor) set up a project team to work on the draft

  • All WG experts are by default OSD READERS.
  • OSD LEADERS (Convenor, Committee Manager or Project Leader) can update the project team roles (more information) at any stage during the development process.
  • The Convenor create a WD Study Consultation

20.20: WD study (8 weeks)

  • When the WD Study opens, the WG experts are automatically notified, and the project stage is automatically updated to  20.20 in ISO Projects.
  • All WG experts get access to provide comments directly in the online document (link available in the WD Study)
  • All WG experts can view the comments from other experts during the WD Study and reply to comments.
  • At closure of the WD Study , the project stage is automatically updated to 20.60 in ISO Projects.

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


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

  • Committee Manager creates a CD Consultation (at stage 30.00). The online document is automatically attached to the ballot as reference document.

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

  • When the CD Consultation opens, the CIB voters and Liaison Representatives are automatically notified and the project stage is automatically updated to 30.20.
  • National Experts  and liaisons can provide comments in the online document. Please consult the Option A or Option B articles for details.
  • Once the CD Consultation has closed, the project stage is automatically updated to 30.60

Information for Members:


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


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


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
  • National Experts  and liaisons can provide comments in the online document. Please consult the Option A or Option B articles for details.
  • 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 project team resolve the comments: Resolve comments. Note: all comments must be resolved before moving the project to next stage.
  • The OSD LEADERS export the comments and their resolutions and the Committee Manager circulate them as an N-document to all Committee Members.
  • The Committee Manager complete the Post Voting Decision process, which will update the project stage accordingly.

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


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 edits the document to ensure compliance with the ISO/IEC Directives, Part 2
  • If needed, the ISOCS Editorial Manager will assign Officers as CONTRIBUTOR during their editing task to work collaboratively on the online document.

50.20 : Proof Reading or FDIS ballot

Proof Reading

  • During Proof Reading the Committee Manager 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
  • National Experts  and liaisons can provide comments in the online document. Please consult the Option A or Option B articles for details.
  • 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:


60.00 : Comment resolution

  • The ISO/CS Editorial Manager resolves the FDIS comments in the online document, and updates the text accordingly.
  • The Committee Manager, and the Project Leader) have a period of two weeks to provide their final comments, if any.[MF1]   .
  • The ISO/CS Editorial Manager considers the last comments and releases the document for publication.

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