NENA Development Group Guide: Difference between revisions
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<big>'''This Guide is a DRAFT in process'''. </big><big>If you would like to contribute and edit this material, [https://www.nena.org/page/JoinReferences_WG join the References Working Group]. If you find things here that are incorrect or could be improved, please [[Contact Us]].</big>
== Introduction ==
This page provides guidelines to NENA working group chairs to help them lead their groups in fulfilling the charter that was developed when the group was formed. Our volunteer working group chairs assume considerable responsibilities when they agree to lead a working group. The information presented here is intended to help guide them through the tasks that are often appear to be more complicated than necessary but are required to satisfy the requirements of a Standards Development Organization (SDO) seeking standards accredited by ANSI (American National Standards Institute). ANSI has approved the Document Development and Approval Process described in NENA-ADM-001. Since our working groups play a critical role in document development and approval, it is important that they conform to those provisions when developing documents, and that the processes can be verified. Only then can NENA standards qualify to be classified as ANSI-accredited.
=== Roles and Responsibilities of Working Group Chairs ===
The roles and responsibilities of Subcommittee and Working Group Chairs are described in [
Subcommittee and Working Group Chairs/Co-Chairs preside over their Subcommittee/Working Group, and shall coordinate their team efforts to include:
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=== Managing NENA Workspace Rosters ===
NENA working groups are the hallmark of the NENA document development process. Participation from a broad industry perspective is essential, therefore, NENA does not require a NENA membership to participate in a working group or
==== Request to Join ====
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====
In many cases, members are added to working groups and their parent committee by the Committee Resource Manager when the member is added to NENA Workspace. Members who are already in NENA Workspace can be added to the working group by the working group chair.
Here are the steps to add a member already in NENA Workspace to your working group.
<ol>
<li>Log on to NENA Workspace (https://dev.nena.org).
<li>Select your working group.
<li> Click the '''Settings''' gear icon.
<li>In the '''Status''' section, click on '''Add or Invite Others'''.
<li>Select the '''Invite Others''' tab.
<li> Under '''Find People to Invite''', enter the new member's first name, last name, email, or company (only need to fill in one field) and select '''Search'''.
<li>Check the box to the left of the member's name and select '''Add Selected To Invite List'''.
<li>If you need to add multiple people, repeat steps 6 and 7 above.
<li>Once all new members have been found, check the box to the left of their name and then select '''Add Immediately'''.
<li>In the pop-up window that appears, change how they are to receive messages to '''Real Time - One email for each message''' and select '''Save'''.
<li>'''Close''' the pop-up message.
<li>Select the '''Back to Community''' button in the upper left of the Invite to Community screen to return to the working group's Community Home Page.
<li>To set the new member's role, click the '''Settings''' gear icon again.
<li> In the '''Administration''' section, click on '''Members'''.
<li>At the top of the Members tab are several filters. In the first filter, select '''No Roles''' from the drop-down pick list and select the blue '''Apply Filter'''.
<li>Click the blue '''Edit Roles''' button to the right of their name. (Warning…Do not click on the drop-down arrow!)
{{Note|Note Text=To add multiple members with the same role at the same time, check the box to the left of all of the new members' names that will have the same role, change the first filter to '''Edit Roles''' from the drop-down pick list and select '''Submit'''. Check the boxes next to the appropriate roles.}}
<li>In the '''Edit Roles''' pop-up box, check the boxes next to '''Primary Voter''' and '''WG Member''' and then select '''Add'''.
{{Note|Note Text=<br>
* If the member is an Authorized Observer, only check the box next to '''Authorized Observer''' (do not check '''WG Member''').
* If the member is an Alternate Voter, check the boxes next to '''Alternate Voter''' and '''WG Member'''.
* '''If there are multiple members from the same company''', only one can be listed as the Primary Voter. You will need to first consult with those members to determine who will be the Primary Voter and all others will be considered Alternate Voters.
}}
<li>Since NWS is a Software-as-a-Service (SaaS) solution, it can take a few minutes for the new WG member to populate in the Roster. To expedite this data population, force a sync by selecting the drop-down arrow next to the blue '''Edit Roles''' button to the right of the new member's name, and select '''Sync to Workspace''' from the drop-down menu. [[File:SynchNewMember.png|alt=Screen print: Synch to Workspace drop-down image|800x800px]]
<li>Select the '''Back to Community''' button in the upper left of the Manage Community Members screen to return to the working group's Community Home Page.
<li>All voting members must have an Interest Category assigned (Authorized Observers do not vote). To assign an Interest Category, select the '''Workspace''' tab and then select '''Roster''' on the left side menu. For each Primary Voter, Alternate Voter, and Group Leader, select their Interest Category from the drop-down box under the '''Details''' column, and then select '''Submit Changes'''.
*'''Producer:''' Developers and/or providers of 9-1-1 related products (e.g., software, hardware, systems and/or networks, processes) and services.
*'''User:''' Those who utilize 9-1-1 related products and services, including but not limited to Public Safety Answering Point (PSAP) and 9-1-1 Authority.
*'''General Interest:''' Other interested parties who do not fit in the User or Producer category (e.g., consultants, State & Federal Agencies, SMEs).
{{Note|Note Text=<br>
* If the WG's Committee Co-Chairs are to be voting members, their role must be changed from DSC Leadership to Primary Voter (or Alternate Voter). Follow steps 13-18 above to change their role.
* If a new member name is not listed, repeat step 18 above to sync the member's account to NWS.
}}
<li>Using your own email account outside of NWS, email a welcome letter similar to the '''[[Welcome Letter for New Members]] and copy''' [mailto:crm@nena.org crm@nena.org] to notify the new members that they have been added to the roster.
</ol>
'''How to register a new member to receive automated email reminders for working group meetings and attendance tracking:'''
#While still on the working group's Community Home Page, click the '''Settings''' gear icon.
#In the '''Events''' section, click on '''Manage Events'''.
#At the top of the '''Event List''' page are several filters. In the first filter, select '''Past Events''' from the drop-down pick list, in the last filter select '''Start Date - Latest''' from the drop-down pick list (in case there are multiple meeting series), and select the blue '''Apply Filter'''.
#Find the very first meeting in the meeting series. Select the drop-down arrow next to the blue '''Edit''' button and select '''Manage Roster.'''
#Above the filters, click on '''Manage''' and then select '''Add Registrants.'''
#In the '''Register''' drop-down, select the name of the working group.
#Check the box to the left of the new working group member(s) and then click on '''ADD.'''
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#Go to '''Settings''' (gear icon).
# Select '''Members''' under Administration.
# Select '''Edit Roles''' to the far right of the person’s name you are removing (not the drop
To remove a work group member, simply:
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# Go to '''Settings''' (gear icon).
# Select '''Members''' under Administration.
# Select the drop
# Send an email to [mailto:crm@nena.org crm@nena.org] so the individual may be deactivated in NENA Workspace if they are not a member of any other work group.
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# Enter all data you wish to change and '''SAVE'''.
Only the CRM can change your employer’s company name as official ballots are directly tied to company names. To change your employer, you must send an email to [mailto:crm@nena.org crm@nena.org] and request the change to your employer.
====Resolving Issues for Members Not Receiving NWS Emails====
When a WG member is not receiving notifications from NWS, it is important for the member to first check to see if their notification settings are correct. Notifications may not be received if:
*at the time the member was added to the WG, the '''Real Time''' setting was not selected.
*the member unknowingly opted-out or changed their email notifications settings.
If upon review of the settings, the member finds that their notification settings are correct, the CRM can be contacted for assistance. This could indicate a concern with the email address.
Verification of the Email Notifications must be performed by the member as the Working Group Co-Chair does not have access to the member's account. A Working Group Co-Chair should copy and paste the following instructions into an email to the member.
===== How a Member Verifies Email Notifications Settings For a Working Group=====
# Go to the <COMMITTEE or WG NAME> Home page.
#Click '''Settings''' {{Step|Step=1}}.
#A pop-up box appears with the Email Notifications displayed in the right-hand column. If '''Daily Digest''' or '''No Emai'''l is shown, click on the '''drop-down arrow''' {{Step|Step=2}} next to the setting and select '''Real Time'''. The selection will temporarily turn green with a check next to it to signify the change was made.
{{Note|Note Text=The '''Daily Digest''' setting results in only 1 consolidated email from that WG per day. This means that any last-minute notifications (such as a meeting cancelation) will not be received. The '''No Email''' setting means that no email notifications from that WG will be received. This includes meeting notices, document postings, and discussion lists.}}
[[File:EmailNotifications1.png|alt=Screen print: Change Email Notifications in Settings|500x500px]]
=====How a Member Verifies Email Notifications Settings For all of their NWS Communities=====
#Click the '''drop-down arrow''' {{Step|Step=1}} next to your avatar in the upper right corner of any NWS page and select '''Profile''' {{Step|Step=2}}.[[File:ProfileEmailNotification1.png|none|alt=Screen print: Change Email Notification in Profile|600x600px]]
#Click the '''My Account''' tab {{Step|Step=3}} and select '''Email Preferences''' {{Step|Step=4}}. [[File:ProfileEmailNotification2.png|none|alt=reen print: Change Email Notification in My Account|600x600px]]
#Click the '''Community Notifications''' link {{Step|Step=5}} under '''Community Emails''' to review and manage your Email Notification setting by individual NWS Community. [[File:ProfileEmailNotification3-V2.png|none|alt=Screen print: Change Email Notifications using Community Notifications link|600x600px]]
# Click on the '''drop-down arrow''' {{Step|Step=6}} next to the Email Notification setting displayed in the '''Discussion Email''' column to change the setting for an individual NWS Community. Settings are saved immediately.[[File:ProfileEmailNotification4.png|none|alt=Screen print: Change Email Notifications for all Communities|650x650px]]
=== Managing the NENA Workspace Calendar ===
The NENA Workspace Calendar must be used
'''If you need to reload a meeting series to your calendar:'''
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*If edits are made to contributions or draft documents, document editor will upload updated material within 5 days using “Add a Revision” in NENA Workspace. Reviewed contributions should be updated until consensus is reached and the contributions can be incorporated into draft documents. Contributions should also be retained in the contributions folder with major contributor identified.
=== Conducting Polls
Polls are an important part of a working group's activity. Surveys taken during calls using the Zoom's Poll feature or a [[NENA Development Group Guide#Use the Zoom "Chat Window" for quick surveys|Chat Window]] survey only represent the opinions of the meeting's participants but chairs are permitted to make consensus calls based on them if, in the opinion of the chairs, there is overwhelming consensus on the issue. For polls that include the entire group (or the designated voters), NENA Workspace provides two types of ballots to conduct polls. They are used to determine the preferences of the members and are also used to determine whether groups have the consensus required to publish documents.
See [[Conducting Polls and NENA Workspace Ballots]] for a complete guide on using NENA Workspace Ballots.
==How Issues are Processed==
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====Step 2. Logging and DSC Leadership Review====
The CRM logs the Issue into NENA Workspace (the Development Group collaboration website at
* The subject matter is clearly defined via the NENA Issue Submission & Charter Form (ISF) (NENA-ADM-003).
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*What should the scope and deliverables be?
* Is the issue intended to benefit any corporate or individual interest, or intended to frustrate competition?
*Is there is already an existing solution for the problem or opportunity, or the can the existing solution(s) be enhanced to gain efficiencies, (e.g., operational, policy, functionality)?
*Is the Issue of sufficient importance to justify resolving it within NENA?
*Will resolving the Issue provide benefit to the 9-1-1 Community as a whole?
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The initial WG meeting shall review the Charter provided and provide any feedback to the Committee leadership so intentions are known, and overall Committee development schedules can be recognized and managed as necessary. The schedules shall be reviewed between the Working Group and Committee leadership periodically so there may be an early warning of any jeopardy relating to the schedules. Monthly WG status updates are to be provided via NENA-ADM-006, Scopes and Goals to the Development Committee Co-Chairs so they may submit a monthly report to the CRM of all Committee activities.
Because volunteer time for both leaders and members is limited, and the development needs are often large, the DSC shall establish development priorities across the NENA effort. Recommendations may be set to assign priority to specific development areas at both the WG level and, in some cases, the subject areas within WGs. These priorities shall be communicated to the WG Co-Chairs in order to assist them in managing workload. WG leaders and volunteers who are members of more than one WG are expected to self-manage the application and balancing of their time according to these priorities. WG leaders shall communicate to the Committee leaders where matters arise relating to WG membership conflicts (e.g., competing time slots for meetings).
====Step 7. DSC Reviews NENA-ADM-011 Charter. ====
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After Scope and Intermediate Milestones are established, the WG shall estimate the timeline for both intermediate milestones and the final deliverable. The Scope/Mission and timeline/date information shall be fed back to the Committee leadership so that intentions are known and overall Committee development schedules can be recognized and managed as necessary. The schedules shall be reviewed between the WG and Committee leadership periodically so that there may be an early warning of any jeopardy relating to the schedules.
Because volunteer time for both leaders and members is limited, and the development needs are often large, Committee and leaders of specific projects shall establish development priorities across the NENA effort. Recommendations may be set to assign priority to specific development areas at both the WG level and, in some cases, between subject areas within WGs. These priorities shall be communicated to the WG leaders in order to assist them in managing workload. WG leaders and volunteers who are members of more than one WG are expected to self-manage the application and balancing of their time according to these priorities. WG leaders shall communicate to the Committee leaders where issues arise relating to WG membership conflicts (e.g., competing time slots for meetings).
===Recruiting Members===
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Do not create acronyms or abbreviations unless necessary. If there is an abbreviation that is specific only to your document, instead of creating yet another abbreviation, just spell it out.
====Early Notification
When a Working
===Conducting Document Reviews & Comment Resolution===
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Every comment, no matter how it is submitted, must be entered into the NENA Workspace "Comment Manager". The Comment Manager tracks the process by which the comment is received, reviewed by the working group, and the resolution communicated back to the comment submitter. The Comment Manager also captures the submitter's response to the working group's action.
When completing fields in the NENA Workspace Comment Manager, the field names should be interpreted as described in the [[
==Reporting Status==
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