Topics Map > Course Proposals
Topics Map > Program Proposals

Lumen Reports

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. 


Workflow Roles

Go to the Report Console  (this may take a minute or two to load)
From the list on the left side of the page select Stock  then select Role Members
Click the green Run Report  (this may take a minute or two to run)

A list of every person who is a member of any workflow role for Guide, Lumen Courses, Lumen Programs and Class Section Builder will be listed.

The list can be exported to Word or Excel using the Export button.  Note: when opening the MS Word or MS Excel document you will likely 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.


screenshot of role members



Course Proposals Not Yet Submitted to Workflow

Go to the Report Console  (this may take a minute or two to load)
In the upper right corner, make sure that Lumen Course Proposal System is selected
From the list on the left side of the page select Stock then select Stale Proposal
Click the green Run Report  (this may take a minute or two to run)

This will produce a list of all course proposals not currently in workflow (this would include proposals that were submitted to workflow but were rolled back to the proposer and have not been resubmitted workflow). A status of Added means it is a proposal for a new course, Edited is a proposal for a change to an existing course.

The list can be sorted by any of the column headers by clicking on the header.
The column "First Edit" is used to identify courses that are not making timely progress toward approval.  Any proposal that was created (first edited) more than 180 days ago may be removed from the system. Some latitude is given for proposals that are older than that but have had recent activity or were in workflow but were then rolled back to the proposer. For more information, see the Policy on the Course Proposal Review Process - Purpose, Standards and Responsibilities.

The list can be exported to Word or Excel using the Export button. Note: when opening the MS Word or MS Excel document you will likely 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.

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.


Course Proposals Submitted to Workflow But Stalled

Go to the Report Console  (this may take a minute or two to load)
In the upper right corner, make sure that Lumen Course Proposal System is selected
From the list on the left side of the page select Stock then select Stalled Proposal
Click the green Run Report  (this may take a minute or two to run)

This will produce a list of all course proposals that are currently in workflow.  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 crosslisted and currently waiting for one or more crosslisted subjects to approve. CrosslistedCols means the proposal needs one or more school/colleges of a crosslisted course to sign off.

The Days in Workflow column is used to identify courses that are not making timely progress toward final approval. Any proposal that was submitted to workflow more than 365 days ago may be removed from the system. For more information, see the Policy on the Course Proposal Review Process - Purpose, Standards and Responsibilities.

The list can be exported to Word or Excel using the Export button. Note: when opening the MS Word or MS Excel document you will likely 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.

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.




Keywords:Lumen Reports   Doc ID:87779
Owner:Melissa S.Group: Lumen and Guide
Created:2018-11-15 14:29 CDTUpdated:2021-04-20 09:27 CDT
Sites: Lumen and Guide
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