Lumen/Guide: Reporting and Available Tools

Tableau Visualizations (UW-Madison delivered)

Lumen Tools

The Lumen Tools is a Tableau workbook with visualizations providing information about proposals that are in-progress in the Lumen system.

  • Course Proposals: shows all course proposals currently in progress with filters related to the course owner and where the proposal is in the governance approval process. 
  • Program Proposals: shows all program proposals currently in progress with filters related to the program owner, the type of proposal and where it is in the governance approval and publication process. 
  • Red Box Report: Shows programs that utilize courses that may need resolution in one or more of the following: inactivation/discontinuation of a course; change of subject; change of catalog number; or new/unapproved course. These items, if not resolved, will result in the software using a "red-box" around the subject and catalog number combination indicating there is an issue with the course as entered.
  • Lumen/Guide Roles Directory: lists all Lumen/Guide workflow roles and their members filterable by school/college, department and roll type. Includes identifiers for who is a chair or dean an which members are no longer employed by the university.
  • Obsolete Course Proposal Process: shows all courses identified as obsolete per policy in progress for the current academic year and where the proposal is in the governance process. Includes filters for school/college/division, department, subject or cross-list, course title, and waiver status.
  • Suspended/Discontinued Programs: tracks academic programs (plans and subplans) that are in the process of being discontinued. Intended for the purpose of aiding schools and colleges with the processes necessary to close down a program.

Vendor Delivered Reporting

The vendor provides limited stock reporting from the console for the following Lumen modules:

  • Course Admin Report (Lumen Courses)
  • Program Admin Report (Lumen Programs)
  • Misc Admin Report (Structures Proposals)

When exporting/opening files from the console, you may get a cautionary message warning you about a file format and extension mismatch. This is not a problem and you should click ok and open the file. The following reports are the most helpful. If you have questions about the other reporting capabilities or to notify an admin about broken functionality using this reporting, email lumen@provost.wisc.edu

Workflow Roles

This provides a list of every member in any workflow role in the Lumen suite.

  1. Go to the Report Console  (this may take a minute or two to load)
  2. From the list on the left side of the page select "Stock," then select Role Members
  3. Click the green Run Report  (this may take a minute or two to run)
screenshot of vendor delivered stock reporting options with a query result of role members

Proposals Not Yet Submitted to Workflow

This produces a list of all course proposals not currently in workflow, including proposals that were submitted to workflow but were rolled back to the proposer and have not been resubmitted workflow. You can sort within the software by clicking on the headers (red bar).

  1. Go to the Report Console  (this may take a minute or two to load)
  2. From the list on the left side of the page select Stock then select Stale Proposal
  3. Click the green Run Report  (this may take a minute or two to run)

Proposals Submitted to Workflow But Stalled

This produces a list of all course proposals currently in workflow.

  1. Go to the Report Console  (this may take a minute or two to load)
  2. From the list on the left side of the page select Stock then select Stalled Proposal
  3. Click the green Run Report  (this may take a minute or two to run)
Notes
  • The Next Signoff column indicates where the proposal is currently at in workflow.
  • PeopleSoft means it is at the Registrar's Office.
  • CrosslistedSubjs means the course is cross-listed and currently waiting for one or more cross-listed subjects to approve.
  • CrosslistedCols means the proposal needs one or more school/colleges of a cross-listed course to sign off.
Each entry on the report is linked to the proposal but this is a view only version.  Users should navigate to the Lumen Course Proposal System and search for the course if they wish to edit it or submit it to workflow.  Once the report is exported to Word or Excel the links will not work.


KeywordsLumen Reports, Console, Courseleaf, Lumen Data, Lumen Tools   Doc ID87779
OwnerMelissa S.GroupLumen and Guide
Created2018-11-15 14:29:31Updated2024-06-11 16:42:05
SitesLumen and Guide
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