Procedures and Templates

For your convenience, listed below are procedures and templates currently used by HL7. If you have further additions to this list, please contact webmaster@HL7.org.

Please note: In 2021 a number of resources previously found on this page were migrated to confluence. If you cannot find a resource, please check the HL7 Essentails Page on Confluence.

Procedures

ANSI Essential Requirements (263 KB)

ANSI Essential Requirements: Due process requirements for American National Standards contains the procedures that govern the American National Standards (ANS) process.

ByLaws

HL7 Bylaws

Co-Chair Handbook

Special documentation designed to cover all the rights and responsibilities of committee co-chairs

Co-Chair Training for New Co-Chairs

Confluence & Jira: Request an account

How to request a Confluence and/or Jira account for HL7 members and contributors.

CSDO Errata Cover Letter

HL7 Essential Requirements (289 KB)

HL7 Essential Requirements (view with markup)

HL7 Governance and Operations Manual

HL7 Governance and Operations Manual (view with markup)

Licensing of SNOMED CT in HL7 International products

Work Group Decision Making Practices

Templates

Balloting

Notification of Intent to Ballot (NIB)

This online form is used by WG CoChairs to officially request that a proposed standard or item be included in an upcoming ballot cycle.

Out Of Cycle Ballot Request Form

Form for providing information to HQ for requesting an out-of-cycle ballot

Proxy Assignment R2 / Normative Ballot Reconciliation (19 KB)

Recirculation Request Template

Projects

Project Approval Processes

HL7’s Project Approval Process documents (based on Sponsor: Work Group, TSC, International Council, Board Committee, Affiliate)

Publications

Publication Request Template (on Confluence)

To create a new Publication Request using the Confluence Form as opposed to the MS Word template, log into Confluence, then click on the elipses (...) next to the Create button. See How to create a publication reqeust from template for more information.

Specification Withdrawal Template (Notice of Withdrawal of a Protocol Specification)

This form is required to withdraw/close any balloted HL7 project/specification.  The document outlines the process and based on the Withdrawal Guidance Chart (linked within this form), it may need to be submitted along with a withdrawal PSS or alone if a PSS is not required.